leadership

how we killed the tax season client meeting

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man working hard at office deskyep, there’s an app for that!

by frank stitely
the relentless cpa

what did dorothy and her friends fear in the wizard of oz? “lions and tigers and bears, oh my!” dorothy feared the wrong things if she’s a partner in a cpa firm. we don’t see much wildlife in our offices during tax season unless you count fast food delivery people and the occasional crazy client.

more: why your firm needs to attract more millenials | why millennials are the answer | calculating and cutting turnaround time | debunking the demise of the cpa firm | how many tax preparers do you need? | 3 tips for handling rookie tax preparers
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we should really fear the events that destroy our priorities and drain hours from productive work. meetings and phone calls and emails, oh my! let’s look at why these communication methods are so destructive from a practice management standpoint.
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make your writing count

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woman working at desktop computergood writing still takes time and careful consideration.

by steven e. sacks
the new fundamentals

every day we write something, whether it is a text, an email, a handwritten note (yes, they still exist), an article, speech, a report or something else. it takes practice and patience to become proficient. it does not matter what profession or field of endeavor in which you work. to be clear and concise is to respect the reader’s time and position.

more: 6 types of non-listeners | etiquette never goes out of style | make news, not noise | have a real-life conversation | exchanging knowledge has no downside | take that extra breath with email | effective communications in the age of covid | profit is not a mission
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if you advise businesses, besides the guidance you impart, your most valuable product can be a memo, letter or a report. your report is the only tangible product the client will receive in return for paying your fee. it serves as a historical record of the effort you put forth. it can mask or reveal the quality of the fact-finding or analysis you conducted simply based on how clearly you communicated your information.
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try an accountability chart instead

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blank organizational chartthen check to see whether the right people are in the right seats.

by jody grunden
building the virtual cfo firm in the cloud

“getting the right people on the bus, the wrong people off the bus, and the right people in the right seats – these are all crucial steps in the early stages of buildup…” – jim collins, “good to great”

more: give your leadership team time to lead | be more effective remotely with disc | protect client files from cyberthreats | get ready to launch virtual cfo services | riches in niches | marketing is about thought leadership | how to audit 401(k)s | 3 measures of the effectiveness of your team | how to profit with workflow apps
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when adam and i first started the company, we didn’t have much organizational structure. we didn’t need it. but as the company grew, it became necessary to develop an organizational structure. there’s a great quote by michael e. gerber in his book “the e-myth revisited” that says, “without the organization chart, confusion, discord and conflict become the order of the day.”
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trust: one building block of success

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businesspeople discussing chartsremote work and “rightsizing” make it more important than ever.

by steven e. sacks
the new fundamentals

people are so busy these days, juggling meetings, projects, conference calls, performance reviews and a whole slew of other responsibilities. each of these activities has a level of commitment attached to it. the person who is accountable for completing the tasks promises he or she will follow through. the other party who is requesting the deliverable expects that the promise will be kept.

more: 6 types of non-listeners | etiquette never goes out of style | make news, not noise | take that extra breath with email | effective communications in the age of covid | the new covid-19 workplace: are you prepared?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

how often have we become disappointed that others have failed in their commitments?

a lot.
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leadership must drive culture

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superhero businesswoman wearing shadow capebehavior will drive the bus off the road.

by anthony zecca
leading from the edge

“culture is like the wind. it is invisible; yet its effect can be seen and felt.” – bryan walker, partner and managing director, ideo

more on edge leadership: assessing your firm | the 4 traits of great cpa leaders | why leaders must ensure clarity | incremental vs. exceptional success | do you lead or just manage? | managing vs. leading | is your leadership team at the edge? | 6 leadership challenges through covid and beyond | edge leaders share 7 strengths | leadership must drive culture | leading from the edge
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

edge leaders are magnificent creators and stewards of a winning culture. i use the concept of “creating” because, regardless of what process is used to develop the culture of the firm, it is the firm leader who either gives life to it or modifies it through action and communication. edge leaders reflect the firm culture in all their actions, and they focus on ensuring that the firm’s performance is achieved within the culture and roadmap (strategy) that creates a standout, high-performing firm.
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