Blog
Feed Your Motivation Drivers – Part 1
Motivation Roller Coaster The year is just getting started and you have over 11 months remaining. Throughout this year, some periods will fly by while others seem like they will never end. Regardless, you must keep yourself motivated the entire time. You have to feed...
Build Your Work Around Your Life
Use or Lose Whenever we have coaching calls at the end of the year, we hear constantly that people struggle to schedule their time off. And not just because of work. Their battle is that they haven’t taken much (or any) time off during the year and there isn’t enough...
Professional Skills And Technology
Technology I am really excited about the use of AI, bots and other technologies that streamline the accounting process. These tools are useful for any rules-based, repetitive function. It’s pretty amazing how far Robotic Process Automation (RPA) and Artificial...
Three Tools Partners Use
Your Accomplishments. It’s hard to believe that there are only a few more days before we welcome in 2023! Holy smokes. Where did the year go? What did you accomplish in 2022? We like to look at the big achievements and public recognitions, but what about the small,...
Conduct A Motivating Annual Review
Review Season Aahhh. It’s that time of year again. I’m not referring to the joyous holiday season, but the dreaded Annual (or semi-annual) Review. It’s the one meeting that most people believe is not worth the effort. We’ve all experienced them, both on the delivery...
A Healthy Client List
Misaligned Clients For the last decade, I’ve encouraged and coached partners and partner groups to maintain a healthy client list. Typically, firms accumulate clients over the years and, as practices have grown, partners have client lists that are out of alignment...
Muscles Of Astronauts
The Program If you have been following the news, you are aware of NASA's next generation of space flight, known as the Artemis Program. Its inaugural flight occurred November 15, 2022 when Orion was launched. Without a hitch. Awesome. One of the selected astronauts to...
Learn To Power Down
Elusive Rest For many, the holidays are a time of joy, connecting and relaxing. They experience rest and peace being with family and friends. But for others, this experience is elusive. Sometimes the preparations are overwhelming, or that there are fractious...
More Than Signing In
The Season This is the season of training. It’s getting to the end of the year and certain continuing education requirements have to be met. So training is a priority. Yes, it’s the season of training. While it may be the season of training, it’s not necessarily the...
Your Client’s Cull List
Professional service is all about using your technical skills and applying them to client needs and problems. So it is imperative to know what your clients need and want. While each client has specific issues that concern them, your service offerings may look similar...
