Ep 53: How James Moore Built a Vision That Guides Every Decision with Suzanne Forbes

What if every decision in your firm could be measured against one clear vision?   In this episode of Everything CPA and Private Equity, Phil Whitman and David Wolfskehl sit down with Suzanne Forbes, CEO of James Moore, to discuss how the firm transformed its vision from a simple statement into the foundation for strategy, governance, recruiting, culture, and growth.    In this episode, you will be able to: • Learn how James Moore uses its vision as a filter for strategic and operational decisions • Discover why repeatedly communicating a firm’s vision is essential for partner and team alignment • Understand how governance structures evolve to support long-term firm growth • Explore how vision influences recruiting, leadership development, and client relationships • See why accountability is critical when partners or team members are not aligned with the firm’s direction   Listen to the full episode!   #EverythingCPAandPrivateEquity #CPAProfession #AccountingLeadership #FirmGrowth #FirmCulture