Closest to the Problem

It’s not always worth the advice to take your problem to the top, especially when the people who can best solve it are the ones who work on the issue day after day. The people who add the most value to a company are always the ones who work directly with the end customer, adding value to them adds value to the whole organization.

Defying Gravity

On a recent client visit, our team witnessed something curious: the organization’s staff was courteous, sharp, and proactive despite the manager’s poor leadership. This experience reinforces the necessity of 360-degree leaders to make the team’s work more effective, and their clients more satisfied.

Layers of Learning

When you learn something new, you not only gain new understanding, but you also become aware of just how much you still don’t know. We think learning drives hunger for more learning, which is why we value teaching our people beyond the scope of their accounting profession.

Seeking Mentor Businesses

David is known for connecting with others beyond the numbers, and that doesn’t just apply to our clients. As we visited another Indiana accounting firm, this relational impulse took on additional importance, as we learned from their ways of doing things and began implementing change at home.

An Incremental Connection

When David and Latesha met some of our new clients, their first impressions were distant and nervous. But after only a few days together, cold, professional handshakes melted into warm embraces. Latesha shares her experience of making friends with near-strangers in this Tale from the Trail.