Blog
Rebalance Your Engagement Initiatives
My coaching call with a senior leader began on a note of irritation and confusion. He had just received the firm's employee engagement survey results and wasn’t pleased with what he saw. During our conversation, he mentioned that the firm had been conducting the...
The Challenge of Leadership
Leadership comes with numerous challenges, and managing people is one of the foremost. Leading a high-performer, who is also challenging to work with, adds a layer of complexity. If not handled effectively, these situations can become intolerable. A Common Issue As...
Focus on the Next Step
Navigating difficult situations is a universal challenge, yet how we approach and handle these moments can define our resilience and growth. No matter the challenge we are faced with, the strategies we employ can transform turmoil into a learning experience. Delaying...
When There Is No Best Option
Problems With A Best Option Firm leaders are really good at problem-solving. They have the ability to analyze a situation, weigh the pros and cons, and arrive at a solution that makes the most sense. Through countless such decisions, they have consistently...
On a Scale of 1 to 6
Managers play a pivotal role in any organization. As a CPA, I would say, it's especially true in a CPA firm. They are the connection point between the Partner group and the employees. Their responsibilities are vast, including project management, communicating up,...
Hopeful or Expectant?
Recently, many of my coaching calls have focused on the topic of the upcoming annual performance reviews. While some professionals anticipate these reviews positively, many do not share the same sentiment. A common thread among the managers we have spoken to is their...
Your Reviews: Tone and Spirit
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 it...
Taking Time To Assess
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...
Step Into Courageous 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...
Reviews That Make A Difference
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 reviews make...
