One of the most important things people need is to be acknowledged, appreciated, and cared for. Meeting with them 1:1 is an opportunity to share with them your appreciation while talking about the things that have gone well and what has not. When meeting with my...
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When you’re bringing on a new team member-- whether they’re an admin, staff accountant, or tax preparer-- keep these three things in mind: Be patient It takes about 6 months for the team member to get to know their role and become a master. Keep in mind...
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I recently listened to a podcast where Steven MR Covey (son of Dr. Steven Covey, author of 7 Habits of Highly Effective People) was being interviewed by Whitney Houston. He said something that really resonated with me and is very powerful and relevant to us as...
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“Hire for attitude, train for skills.” It is so important to have the RIGHT team (and to keep them). Here are a few ways you can do so: Hire slowly Ensure you are diligent in your hiring process so that you don’t bring in bad apples....
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A winning culture is one of the key components of creating a key practice or organization. You want your team members to enjoy coming to work, to feel that their work is useful/meaningful and that they can contribute. Here are three ways you can create a winning...
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Author of the Ultimate CPA Practice in the New Economy and The Million Dollar CPA Firm
