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Shannon Vincent

May 06 by
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Tax Season 2014 Debrief

Congratulations on the end of tax season! I know many of you are planning a tax season debrief with your team. The outcomes are typically two-fold: 1) Let your team get some things off of their chest, 2) develop

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Dec 10 by
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End-of-the-Year Pareto Analysis Tips

Firms are focused on assessing how they are ending the year financially and how next year is going to look.  One key variable in the assessment to help determine where your firm is (and where you are going) is

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May 14 by
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Technology, labor supply and attitudes and their impact on accounting firms

Technology, supply of labor and a shift in traditional attitudes have dramatically impacted accounting firms and, importantly, the roles people play at all levels.

Accounting firms do more with less, meaning at all levels accountants do varied things from varied locations. People do their

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May 07 by
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A Few Things to Consider Before You Turn 50

Many practitioners and partners experience a seminal moment as they move towards 50, or shortly thereafter, where the following 4 major shifts occur:

1) You realize your time on earth is finite! That is, you have had many successes, made

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Apr 22 by
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Tax Season Debrief

Congratulations on the end of tax season! I know many of you are planning a tax season debrief with your team. The outcomes are typically two-fold: 1) Let your team get some things off their chest.  2) Develop an action

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May 12 by
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Be Professional : How to be referable

I have the privilege of working with firms and people from many different parts of the country with extremely diverse backgrounds. I often get questions like “would you refer me to a prospect?” or “how do I advance my career?” When I

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Apr 28 by
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Is the Tax Appointment Obsolete?

Is the Tax Appointment is Dead?

I have the privilege of working with firms and people from many different areas of the country with extremely diverse business models. One consistent theme with the firms that generate the most profits is

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Jan 06 by
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Too Busy To Make Money

I had an interesting conversation with the Managing Partner of a multi-office CPA firm last week. We were talking about job management (my belief is we create value one job at a time) and he said, “Shannon, sometimes

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Dec 23 by
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Personal Development Plans

For those of you who are developing personal development plans for your team members…

Here are some great questions.

My core values are?

My key development needs are?

My career objectives are?

My next step is?

How does my family and personal life

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