Communication

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.

Top 5 Business Writing Mistakes Your Colleagues Are Making

“We are in client service, but the written communication is a disaster” wrote a manager in need of help for her team. Requests for business writing help and workshops for CPA firms are at an all-time high.

Interestingly, of the requests I’ve received in the last few months, 75% were for help with someone else’s writing issues. To help you on your quest for quality communications, here are some of the most common mistakes, and how you can help your colleagues make a better impression.

7 Ways to Host a Better Meeting

I went to a meeting the other day, one with a mix of professionals and aspiring professionals (college students).  I’d love to tell you what the purpose of the meeting was, but I don’t actually know.

One might ask, what was I doing at a meeting where I didn’t even know the purpose to begin with? Well, I recently joined an organization and this was a regular monthly meeting, so I figured I would go and see what they were all about.  Or not, as it turned out. They didn't know how to hold an effective meeting.

16 Delegation Failures

We've all been there.  Trying to make our work-lives more efficient, transfer knowledge to newer team members and leverage our practice.  Sometimes it works, and, well, sometimes the result is embarrassing at best.  If you’ve ever wondered if you’re a delegation master, or one who could use a few tweaks to make the most of your efforts, you are in the right place.  Below are a few ways to recognize when you might not have done the very best job ever in delegating your work.