Category: Business, Leadership

On a Scale of 1 to 6

Nov 25, 2024 | Business, Leadership

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...

Hopeful or Expectant?

Nov 18, 2024 | Business, Leadership

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

Nov 11, 2024 | Business, Leadership

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...

Taking Time To Assess

Jul 14, 2024 | Business, Leadership

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

Jul 7, 2024 | Business, 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

Jun 30, 2024 | Business, Leadership

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...