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.
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.
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.
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.
Your strategic plan is a great visionary document. First of all because you have one, and have taken the time to formulate where you want to steer your firm over the next 1 – 3 years. And secondly, because every owner at your firm knows what the plan is. But can it do more for you?
Your firm is profitable and clients are pleased with your work. You have some women in leadership. Why make a concerted effort to bring that percentage higher?