Category: Business, Performance, Personal Management

Thriving Through Busy Season: Protecting Your Wellbeing

Aug 25, 2025 | Business, Performance, Personal Management

As accountants, many of us are heading into the fall busy season with its intense demands. During this upcoming season, safeguarding your wellbeing isn’t just good advice – it’s a professional strategy. By embracing personal responsibility, positive self-talk,...

The Analogy of the Potato Sack

Aug 18, 2025 | Business, Leadership, Personal Management

The Potato Sack Principle: Avoiding the Professional Trap of Overfilling Your Life In today’s world of endless opportunities, experiences, projects, and distractions, the pressure to do it all is intense. Many professionals fall into the trap of saying “yes” too often...

Take Control of Your “Someday” Pile

Jul 21, 2025 | Business, Leadership, Personal Management

We all have one – a catch-all spot where we stash the small, lingering tasks that we intend to get to “someday.” For some, it’s a literal pile: a stack of notes, documents, or folders. For others, it’s a running to-do list or a quiet corner of the mind...

Comfort vs Growth: It’s Your Choice

May 19, 2025 | Business, Leadership, Performance, Personal Management

We are faced with a constant choice between staying in our comfort zone (or status quo) and opting for growth. These decisions can significantly impact our personal and professional development. When professionals are given the chance to try something new, like a...

The Art of the Intentional No

May 12, 2025 | Business, Leadership, Personal Management

Last week’s Monday Message challenged us to create an ideal workday or week—a blueprint for productivity and balance. But dreaming up this ideal is only half the battle; turning it into reality is where the real work begins. The biggest obstacle? Our tendency to pile...

Embracing the New Season: Crafting Your Ideal Workday

May 5, 2025 | Business, Performance, Personal Management

In a recent presentation, I discussed creating an ideal workday, inspired by Michael Hyatt. As CPAs, we often shy away from “ideal” because we pride ourselves on being realists. However, designing an ideal workday can be transformative, particularly during seasonal...

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Professionals who have coaches perform better than those without coaches. If your staff and leaders need help increasing their personal and professional potential, contact me to discuss professional coaching options. Presentations related to firm health and growth are also available for firm meetings and association conferences.

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Category: Business, Performance, Personal Management

Thriving Through Busy Season: Protecting Your Wellbeing

The Analogy of the Potato Sack

Take Control of Your “Someday” Pile

Comfort vs Growth: It’s Your Choice

The Art of the Intentional No

Embracing the New Season: Crafting Your Ideal Workday

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