You want partners to walk away from a retreat feeling energized and focused on moving the firm forward. Your agenda will be the roadmap to achieving this.
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.
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.
You know a daily multi-vitamin is good for you. They’re a relatively low-cost, long-term investment in your future well-being. But yet, they are so easy to avoid. Taking them is just one more thing to do. And since you know you can survive today without them, you push them aside. The same applies to delegating at your firm.
It’s easy to find reasons to pass up having a partner retreat: things are running along just fine at your firm, you’re busy and so is everyone else, plus retreats take work to put together, not to mention you had one five years ago, so you’re pretty much set.
The Association for Accounting Marketing invited me to write a guest article for their Growth Strategies quarterly publication. The topic I explored was how accounting organizations handle employee departures - in particular when good employees give voluntary notice.
Huddle meetings (also known as stand-ups or standing meetings) are a great way to get your day started, but it can be a challenge to get everyone in the same room if you have team members in different locations.
You’ve heard it before, but communication is the most important aspect of any successful CPA firm or accounting team. Knowing where each team member is on a project will keep you on track and under budget.