leadership

how to start an effective sponsorship … and follow through

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woman in white office meeting with man17 specific action steps you should take.

by ida o. abbott
sponsoring women: what men need to know

when you sponsor a woman, there are many steps that you can take to ensure that the relationship is productive and achieves its objectives.

more on sponsoring women for leadership: 3 ways to initiate informal sponsorship | how to establish a sponsor-protégée relationship | 3 roadblocks to women and men working together well | fear of sex and rumors inhibits sponsorship | why women resist networking and powerful role models | women must see politics as leadership to get ahead | mommy bias persists | different standards, double binds challenge women | 5 ways gender bias plays out at cpa firms

here are some tips for getting off to a strong start and following through effectively, especially by focusing on career opportunities and promoting your protégée to others. read more →

what goes in a client’s permanent file?

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ed mendlowitz cpa the practice doctor q and awe’ve found at least 50 items. what would you add?

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: what type of information should be kept in, or as, permanent files?

response: a permanent file should be maintained for each of your clients. this would include the following:

  1. engagement letters
  2. representation letters – i would keep these in the permanent file. an example is that a claim could be made after you no longer have the work paper file associated with the matter. this is especially so with estate planning consultations where a claim could arise many years after a gift tax return was filed. i would keep copies of crummey letters in the file for the gift tax returns, if it is your practice to obtain copies of such letters read more →

four key questions for managing partners

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businessman giving instructions to his colleaguesmore than staying close to clients.

by robert j. lees, august j. aquila and derek klyhn

a significant application of judgment exhibited by successful managing partners is in their decision to stay close to their own and the firm’s key client relationships.

more on leadership: research, but also be ready to act | leader training is time well spent | managing partners must remember partners’ needs | 5 questions about your firm’s direction | like herding cats: partners must ‘walk together’

we defined “close” in the research as not doing fee-earning work but being more than the review partner. “close” was having serious conversations with key clients about their issues, about what was going on in their markets and being the “go to” person when informed comment was required by external agencies.

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3 ways to initiate informal sponsorship

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woman and man meeting in an officeand three ways to start the conversation.

by ida o. abbott
sponsoring women: what men need to know

most sponsorship occurs informally, without any structured or programmatic context. informal sponsor-protégée relationships usually start in one of three ways.

more on sponsoring women for leadership: how to establish a sponsor-protégée relationship | 3 roadblocks to women and men working together well | fear of sex and rumors inhibits sponsorship | men advance 2 to 1 over women without sponsors | 18 ways sponsors can help their protegees | the 6 market advantages of women-led firms | beyond mentoring: why sponsoring women for leadership matters

the most common way is when a senior manager or partner identifies someone as a star performer, believes that she has what it takes to succeed, and wants to make that success happen. the sponsor recognizes her talent and potential while they work together or when he observes her at work and is impressed by her ability. as the two work together their relationship grows.

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the six essential habits of successful leaders in tax & accounting

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aquila
aquila

by august aquila
creating the effective partnership

every book you read on leadership will tell you certain things you need to do to become a good leader. however, you can do these things and still not be someone who people want to follow.

more on leadership: research, but also be ready to act | leader training is time well spent |  successful strategy execution requires focus on people | managing partners must remember partners’ needs | like herding cats: partners must ‘walk together’ | 5 questions about your firm’s direction | partners have love-hate relationship with leadership  | what does being a partner mean? | mirror, mirror on the wall | the 8-point financial tune-up for your accounting firm | three ways to run a firm: but only one is sustainable | eight key goal areas for partners

why? leadership is all about trust. if you cannot trust me, then you will not follow me or believe in me. read more →