Boost Productivity by Creating a Strengths-based Culture at Your Accounting Firm

After helping several CPAs and firms with Strengths Programs, I’ve seen the impact it can have on individuals, workgroups and the firm as a whole. This is a culture-changer that results in better business outcomes.

When it Comes to Performance Reviews, Ditch the Labels

Let’s say it’s performance review time and you nonchalantly slip in that one of your team members, let’s call her Madison, “needs to be more professional.”

In your mind, you know exactly what this means. It’s helpful and straight-forward feedback. Twenty years from now when Madison is managing partner and she is receiving a prestigious accounting award, she will thank you from the stage for this moment. Pat on the back for you!

• Bulleted Lists in Presentation Captivate Audience

In a recent PowerPoint presentation to manufacturing industry controllers and CFOs, CPA Janet Trelite wowed the audience with a slide deck featuring 64 information-packed slides. The hour-long talk on the new leasing standards was fourth in a lineup of technical experts on tax, revenue, and of course, blockchain.

Boundaries: How and Why They Are Good for CPAs

I’ve come recognize a common trait among accountants: we’re a group of people who love saying yes. But as you’re working tirelessly to meet the needs of everyone you encounter, how are your own needs being met? If you're feeling further down the lousiness scale than you’d like, it might be time to establish some boundaries.