like herding cats: partners must ‘walk together’

businessman hand holding puzzle pieces

by robert j. lees, august j. aquila and derek klyhn
creating the effective partnership

in our work with managing partners, we always talk about the importance of the partners “walking together,” of sharing that common vision.

but if the partners are to share the vision, they have to play an active part in determining the firm’s direction – and, critically, how it’s going to get there.

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6 ways to take a client beyond tax prep

ed mendlowitz cpa the practice doctor q and aset an agenda; call a meeting.

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

question: i have many small business tax clients and seem to lose them as they grow. i provide good service, never have extensions and call the clients in july to see if i can update their books and in december if they want any year-end tax planning. what else can i do?

response: based on our conversation, you are their tax preparer and they do not think of you as their “accountant” or business advisor. and based on what you told me, you aren’t, although you obviously have the skills. read more →

5 questions about your firm’s direction

businesspeople moving along corridorsetting direction is the first step.

by robert j. lees, august j. aquila and derek klyhn
creating the effective partnership

how do successful managing partners respond to the internal and external challenges they face?

without exception, all of the partners we spoke to talked about the need to have a clear sense of direction that the partners, in particular, could coalesce around. but what they considered even more important is the translation of that direction into a compelling vision and the strategies for achieving it.

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different standards, double binds challenge women

businessman cutting back jobs. all on white background.women are judged on their performance, men on their potential.

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

common patterns of gender bias include holding women to higher standards than men and expressing contradictory expectations (“double binds”) for women.

more on sponsoring women for leadership: 5 ways gender bias plays out at cpa firms | 3 reasons why men don’t pick women protégées | 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

different standards: people expect more of women than of men and they hold women to higher standards. this sets the bar higher for women who aspire to leadership and makes it more difficult for them to prove their value to the organization, even though research shows that women outperform men in 17 of 67 critical leadership skills, while men outperform women in only four. read more →