leadership

quiet quitting: are employers culturally aware?

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a fad or a movement?

david bergstein and steven sacks chat about quiet quitting and how it may impact the accounting profession.

by steven sacks
the new fundamentals: practical guidance for today’s accounting firms

employees are not keen about returning to their offices after an almost two-and-a-half year (for some) hiatus from the hassle of commuting and balancing child care and other personal responsibilities. what are company leaders to do?
employees want to strike a balance between their work life and their family life (or life outside the office). the common employee refrain has been, “i want to find my life’s passion, and i need work flexibility to accomplish this.”

hmm.

more: don’t overlook office relationships | how to deliver authentic value | making the jump from small to mid-sized firm | what sets your firm apart … if anything? | why deadlines get missed | too busy? you may need to reprioritize | is it time to outsource? | five reasons you’re not swot-ready | who needs another meeting? | 4 questions for cpa firm boards
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

what about creating value and finding purpose and meaning from work? more to the point: can meaning and purpose be derived from a job?

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15 tips for novice managers

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how to prioritize instead of juggle.

by ed mendlowitz
101 questions and answers: managing an accounting practice, the complete 2-volume set

q: my boss asked me to call you.

i am a staff accountant with five years experience. i am having a lot of stress trying to manage everything i have to do. i am juggling supervising people i don’t know how to supervise, being managed less by those above me and having to figure out more for myself – including things i never did before or in industries i never worked on previously, keeping current with changes in accounting rules and taxes (since i am more like a generalist and clients ask me everything), never seeming to have any free time, juggling my schedule because most of my clients are never ready when they say they will be and being accountable to my boss for everything i do plus what the staff working under me does.

more: when not to charge for an initial consultation | what’s your ‘kg’ value? | when clients call you at home | how to handle referrals with attorneys | why checklists? | thirteen things to know before selling your practice
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

so how do i do it all? how can i prioritize all my responsibilities?
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secret to success? a growth and abundance mindset

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transformation talks: mike maksymiw, cpa, cgma, says the secret to success and transformation in accounting is to be willing to learn, believe there’s enough work for everyone…and allow yourself to be vulnerable.

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transformation talks
with bill penczak
center for accounting transformation

center for accounting transformation
center for accounting transformation

after 16 years of working in firms, mike maksymiw, cpa, cgma, was done.

he went to his employer with his concerns about wanting to do something else. instead of encouragement to pursue another area in the firm, he was persuaded to remain on the partner track he was on. maksymiw decided he’d rather move on.

more on aprio: why tax work yearns to be free | the fintechflood: accounting will never be the same | top issues for 2022: talent, time and transformation | what’s in a (firm) name?

more: five lead generation mistakes to avoid | five post-tax season growth ideas | five better ways to say no | are you solving your clients’ problems? | five ways to grow: talent new service lines | business development and sales aren’t scary
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

“i didn’t have anywhere to go when i left. i just knew i needed to go,” he said. “so, after, you know, a couple pandemic busy seasons, learning about the cares act, being a national leader at the firm at that, like i was toast. so, my family and i just went to hawaii stayed there for two weeks.”

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the priorities were backward

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businessman sitting in office and reading documentswhat is the worst thing that could happen?

by ed mendlowitz
call me before you do anything: the art of accounting

when i was a junior accountant an eon ago, my boss would always give me the cash to reconcile or audit, the minutes to “abstract,” and the internal control questionnaire to go over with the controller or bookkeeper.

more: the seven-minute financial statement | when an audit is a great thing | how to read a financial statement | the kpi an absentee manager needs | which kpis do you need? | 77 thoughts about client needs
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then when i became a manager, i continued this practice of having lower-level staff perform these procedures. i now consult with many accounting firms and find it is still being done that way. i stopped it many years ago and wonder why it’s still widespread.
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eliminate mystery through communication

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what could be shared that isn’t?

by rita keller

improved communication can be achieved with many different approaches. some tactics may primarily affect intrafirm understanding and teamwork, while others focus more on increasing clarity and frequency of communications with clients. no matter where they are directed, when these efforts are successful, they benefit the firm and its clients.

more: leadership growth is a two-way street | how to encourage firm ownership | change when? continuously | win with an intentional culture | each generation must change
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

when i begin to work with a new cpa firm client, one of the most common issues i encounter is the lack of open, honest, ongoing communication between firm leadership and team members.
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