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Business Mentors

Critical Business Lessons for Women in Accounting

Mentoring future leaders Mentoring the next generation of female accounting-firm leaders is imperative in my role at The Bonadio Group. Growing the talents of our workforce not only impacts the success of our firm, but also improves the viability of the accounting industry. Since my start more than 15 years ago, I have made it

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Managing Expectations

You probably have heard the phrase: “Under-promise, over-deliver,” but not many people really think it through. It actually can be a good strategy, if you can stick to it, without withholding information simply for the sake of “under-promising.”   When we are on the right business path, we prepare ourselves to work our hardest but

Isolationism vs. Internationalism

The terms isolationism and internationalism are traditionally used when one discusses foreign policy. I think these terms can also be applied to the world of business. The United States is still the largest economy in the world and as such, local companies tend to focus their attention more on business opportunities in their own region,

Is Your Financial Advisor Missing Something?

Six missteps that may be costing you    There are plenty of good folks serving as financial advisors.   Many of my colleagues form pleasant relationships with their clients and seem to really care about the client-advisor professional relationship; unfortunately, that is not enough. Frequently, new clients will come in and discuss how much they

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