Category: Business, Client Experience, Leadership, Performance

Positive Client Relationships From The Start

Feb 20, 2022 | Business, Client Experience, Leadership, Performance

Clients New To You Last week’s Monday Message was about you assuming some of the responsibility for your clients behaving badly, like delaying getting their information to you on time or providing incomplete or inaccurate information. It resonated with many of the...

Reduce Client Delays A Better Way

Feb 13, 2022 | Business, Client Experience, Leadership, Personal Management

Client Delays Are Everywhere In my earlier days while working in a CPA firm, I observed a repeated occurrence that seems to be common in firms across the nation. It has to do with feeling frustrated by client delays in submitting their information. When clients have...

A Stress Reducer That Creates More Stress

Feb 6, 2022 | Business, Leadership, Performance, Personal Management

A Coaching Call Trend We all want to reduce our stress. As we enter the new year, stress abounds like never before. In fact, the last few weeks of coaching calls, I’ve heard of managers and partners planning to reduce their stress by delegating. This is really...

Anxious Anticipation or Thoughtful Planning?

Jan 30, 2022 | Business, Leadership, Personal Management

Busy Season This is the season that, for many professionals, begins at a slower pace and quickly escalates to major compression. It’s the reason it’s called busy season. In my coaching calls this January, I heard a lot of anticipating the onslaught of busy season but...

The Leader’s First Step

Jan 23, 2022 | Business, Leadership, Personal Management

For Their Benefit Or Yours? One of the most difficult aspects of leadership is that leaders, when not paying attention, revert to their ego-centric state. That is, in the normal course of pursuing success, their focus is on themselves—what is and isn’t going the way...

A New Leadership Effort

Jan 16, 2022 | Business, Leadership

Remember When? Remember when everyone was in the office and people interacted spontaneously? You could see someone in the hall or breakroom and strike up a chat without any preparation. Whether it was about the latest teams and games, the weather, weekend plans or...

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We help CPA’s turn expertise into impact. CPA’s have always been trained to be technically excellent. Our work focuses on everything that happens next – how you lead people, build trust, develop relationships, create opportunities, and build a career & firm that actually works. That’s the human side of professional success and it’s the part technology can’t replace.

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