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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...
A Fractured Partner Group
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...
Equipping Managers To Perform
The Transition We learn so much from our coaching clients, like what they really want, what concerns them and what holds them back. Over the years, our experience has revealed a common theme—that transitioning from staff performer to project manager is one of the most...
Be A Strong Supervisor
Yes One of the most difficult situations we can encounter in life is wanting to do well but it’s not coming together. We struggle because there is a gap between our capabilities and what is required to succeed. We encounter this situation in sports, academics, music...
