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the monday message
No-Cost But Invaluable Practices
Costly Practices Over the years, there have been a few issues that were hot for over a decade, like what to do with staff who don’t want to be partners or how to work with millennials. The latest is where to find staff. But one enduring issue throughout the decades...
Feed Your Motivation Drivers – Part II
Be Motivated Everyone talks about being motivated. We all know how important it is to have the ambition to put forth effort to get things done. But did you ever wonder where your motivational energy comes from? It doesn't just show up, unannounced, out of the blue,...
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...
