Category Archives: Planning

All in or Not in at All

All in or Not in at All

  We have a saying…  You are either all in or you are not in at all.  We work hard to cultivate excitement because our firm culture is very important to us.  This is how we keep it alive: We believe… We believe in what we do… who we do it with… and who we… Continue Reading

What Would You Change?

What Would You Change?

When we began contemplating change at our firm, it was overwhelming.  We knew we wanted to work smarter and more efficiently.  We knew we wanted to have more flexibility and more time to spend with clients. We had a clear vision of what we wanted our firm to look like but we didn’t have any idea were… Continue Reading

Know Where You are Going Before You Depart

Know Where You are Going Before You Depart

When we started our firm, we wanted to do things differently… very differently.  Many practitioners facing the desire to change don’t have the luxury of a blank slate.  They have partners, staff and clients with expectations and software and systems already in place.  In either case, it can be incredibly overwhelming to implement change.  Whether… Continue Reading

5 Tips to Transitioning to the Cloud