Nov 11, 2024 | Business, Leadership
Twice a year, at midyear and year-end, our coaching calls with partners and managers inevitably drift to their upcoming employee reviews. And just as inevitably, they admit they don’t care for or have time for those meetings. Their sentiments are so common that...
Jul 14, 2024 | Business, Leadership
Since the inception of PartnersCoach, our fundamental belief is that professionals contribute incredibly important and necessary documentation, analysis and strategic thinking that support their clients’ growth and goals. Serving as your clients’ trusted advisor, you...
Jul 7, 2024 | Business, Leadership
Inaction Why do you suppose that firms struggle with the same issues year after year? It’s like there is a “carry forward” rule to firm life. Whatever challenges that don’t get resolved simply move to next year. While it is true that large problems take several years...
Jun 30, 2024 | Business, Leadership
Reviews It’s that magical time again: midyear or year-end reviews. Partners and managers get to sit down with their direct reports to share observations, feedback, and guidance. This practice has been in place for decades because everyone knows that these...
Jun 23, 2024 | Business, Leadership
Stressed A professional administrator from a CPA firm visited our sponsor table last week at the CPAFMA Connections 2024 conference in Savannah, Georgia. Her discouragement was evident from her slumped shoulders and shuffling walk. She immediately shared her...