Team Development

How to Create Change When Change is Hard - An Accounting Allegory

Meet John, a hard-working new partner at a mid-sized accounting firm on the west coast.  We join John as he sits down for his first annual review as a partner. His managing partner, Gus, makes the feedback clear, “John, the bottom line is you have to delegate more so you can spend that time on business development and hit your new targets. We’re all counting on you.” 

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!

5 New Ways to Retain Top Performers

Many firms are aware of top-talent retention essentials: Attractive compensation, career progression, interesting client work, quality mentoring and leadership programs are crucial to stay competitive.

If you want to position yourself to keep your star players around longer. Here are five ways you can bring new life to retention initiatives...

I Just Told Your Staff to Quit

AN OPEN LETTER ABOUT DISMISSING FRAUD

Dear Manager and Partner,

I don’t know your names. But I chatted recently with one of your staff and I want to tell you about it. “Alexa” approached me privately at a workshop I facilitated, concerned about actions you took with a client.

She felt she witnessed unethical conduct when you allowed your client to deduct expenses that were unrelated to their business.