leadership
maximize your role as visionary
do the things that only you can do.
by frank stitely
the relentless cpa
your final role as ceo is visionary. this differs from your role as strategist, as the visionary role deals with the long-term future of your firm.
more: how to be the chief communicator | the tax practice traffic cop | the land mines in tax returns | how to teach reviewing and time management | how to coach your staff | give your people the resources they need | 4 steps to take before next tax season
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this is the fun part, if you really relish your role as ceo. consider your firm a blank canvas on which you can experiment endlessly.
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the land mines in tax returns
data entry errors = public beheadings.
by frank stitely
the relentless cpa
your next role as ceo is reviewer. there are two types of review: primary and secondary.
more: how to teach reviewing and time management | how to coach your staff | how to create good managers | how to hire and manage great admin staff | managing people: the heart of effective project management | tammy’s tale of tax season tardiness | beware the leeches and consultants | the value-pricing con job | the 21st-century cpa firm | ruthlessly efficient workflow management | the annual tax meeting is dead. clients killed it.
depending on the size of your firm, you may only have primary reviews. if your firm consists of you and a preparer, you won’t have a second level of review. i don’t consider the self-review as a review step. i consider it part of preparation.
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want an open culture? let employees share their thoughts
4 keys to soliciting genuine feedback.
by steven e. sacks
the new fundamentals: practical guidance for today’s accounting firms
you are in a boardroom or a staff meeting room. the managing partner, his or her second in command, or someone else in charge has offered employees the opportunity to suggest or share an idea.
more: the job interview: a make or break proposition | the power of ‘real influence’ | stop wasting time in useless meetings | is your firm’s culture a magnet? | outsourcing the c-suite | battling staff turnover | confronting leadership: not such a bad thing
did you ever hear someone express what you thought was a ridiculous idea, which was followed by the sound of crickets? furtive glances all around. breaths held. no physical movements to suggest any type of reaction. heads remain down, and note-taking was actually mindless doodling.
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what lee iacocca’s life teaches accountants
summer reading: 14 proven leaders can teach us a lot.
by ed mendlowitz
call me before you do anything: the art of accounting
lee iacocca passed away july 2 at age 94. he was a brilliant business and civic leader and a cultural icon who was even considered for president.
more: growing with a client | my first thought is to never turn down business | secret success formula: e=fs4uh | high cpa fees should be a client’s goal | how hidden bias taints results | when to keep some plans to yourself | when writeups went extinct | kennedy’s acceptance speech
i never met him but read his autobiography and besides enjoying it i took away a management technique i am sharing with you here.
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