Leadership / Management

Trusted advisor: A user’s manual

This article is a few years old now, but its message rings true today. It's the story of how one firm -- Gaithersburg's DeLeon & Stang -- did a little internal retooling and came away with a set of principles that would help guide the firm for years to come. And this wasn't just the work of a committee or task force; the entire staff had a hand in shaping the firm's direction, from the logo and brand all the way up to its values and ideals. There are some great lessons to be learned here -- not just for firms, but for all businesses and CPAs in every segment of the profession.

How has your organization put its principles into action?


Bill Sheridan