1 min readA Productive Dialogue: Corrective Feedback
by Susan Stutzel | February 17, 2025 | Business, Leadership, Performance
So the next time you consider avoiding the opportunity to provide feedback and make those tax return changes yourself, remember, your staff want to receive feedback. It could go something like this:
Justin: Hey Alex, I’ve got your review notes from the tax return. I noticed a couple of areas that need adjustments. Is now a good time to discuss them?
Alex: Ok, sure.
Justin: First, you entered the charitable donations under “Miscellaneous Deductions” instead of “Itemized Deductions.” It belongs in the latter because it qualifies for itemization, which helps in getting a more accurate deduction amount.
Alex: Oh, I see.
Justin: In addition, you entered the expenses for office supplies under “Capital Expenditures.” They should be listed under “Operating Expenses” since they’re regular expenses incurred for the business’s daily operations.
Alex: Ok, anything else?
Justin: Remember, it’s all about ensuring the right information goes into the right place to make our reports accurate and compliant. Keep up the good work on submitting your engagements on time! If you have any more questions or need further clarification, just let me know.
This dialogue underscores the importance of providing clear, actionable, corrective feedback. It is important to be clear about what should be done differently. Our brains can only DO something, it can’t NOT do something. By focusing on what needs to be done and explaining why, staff members like Alex can learn and improve, leading to more accurate and efficient work. Continue to balance correction with positive reinforcement. What gets recognized, gets repeated.
Remember, these skills are drawn from our Delivering Effective Feedback course, which equips managers with the tools they need to lead and communicate more successfully.
Read Related Blogs:
Stop Assuming Your Managers Will Figure It Out
The role of manager is often the weakest link for firms in transition. When managers fulfill their responsibilities, they create bandwidth for partners to do firm-building work, they develop staff to be competent and engaged, and clients enjoy working with them. Yes,...
What Are You Making Space for This Year?
As CPAs, we enter 2026 carrying the weight of tax and audit deadlines, not to mention keeping up with the ever-evolving regulations. But leadership isn’t just about managing compliance, it’s about creating capacity for what truly moves the needle. This year, what are...
Turning Compliance Work into Advisory Value
Financial compliance work is, at its core, a disciplined process for gathering and organizing data. On its own, however, data has limited value. The real value comes from the professional judgement applied to that information. A useful analogy is healthcare. A...

