The deadline is behind you. The pace has slowed down. And now you have something valuable that is easy to overlook: perspective. Before the lessons of busy season fade, take 15 minutes and ask yourself three questions: What worked? What did you, your team, or your...
One week to go. There will be plenty of reasons to focus only on getting the work done and meeting the deadline, but leadership is happening in the middle of it all. In the conversation with the staff member who is overwhelmed. In the decision to pause and coach...
As another deadline gets closer, there’s no shortage of things that feel urgent. A client needs something. A return needs review. A staff member has a question. Someone is behind. And suddenly, everything feels like it needs your attention right now. This is where...
As another tax deadline approaches, capacity is an overarching theme in my coaching calls, and probably a familiar conversation in your firm. I’m hearing We just need more people, and We need better technology, or We just need to get through this deadline. Sometimes,...
I was coaching a firm Partner recently about one of her managers. She’s smart, technically strong, gets her work done, and the firm sees a lot of potential in her. But the Partner was frustrated because she wasn’t really stepping into leadership. My first question...
For years, the accounting profession has focused on becoming more efficient. Don’t get me wrong, efficiency matters. Technology is helping us automate work, analyze information and do more in less time. But efficiency alone isn’t going to build the firms we want for...