Mock Exams- Your New BFF
So many of my clients groan and grumble when we talk about taking mock exams in preparation for their CPA exam. I sometimes find myself hesitating to even suggest it because I’m so often met with pushback about using these mock exams as a resource in getting ready for...
My Clients’ Biggest Studying Regret
After one of my CPA exam clients sits for a section of the exam, we do a detailed debrief call to hash out how their exam went. I obviously love to hear how they felt about the exam and gauge their confidence level, but that’s not what I’m really after. I really...
Three Things that Make or Break Your Leadership
In the last few months, I’ve had the pleasure of coaching several new leaders who have recently been promoted. Most of them are working in public accounting, but in my experience, the challenges new managers face are consistent regardless of where you work. So, if...
Making the Most of Your Busy Season “Post-Mortem”
Busy season is most famous as a time when we, as CPAs, put our heads down and work crazy hours. It’s the time of the year that we most hope to “get through” so that we can enjoy the rest of the year with more flexibility. Busy season is also the time of year that we...
CPA Exam: The Dreaded 74
I’m sure you’ve heard the phrase “living paycheck to paycheck”, and if you’re like me in college, you might be living it right now. The good news is, it’s temporary! In my role as a coach, I have the pleasure of working with people to help them pass the CPA Exam....
Easy Ways to Show LOVE to your Clients
How do you show love to your clients? Many CPAs I talk to have a desire to show more appreciation and service to their clients, but they aren’t sure how, or they’re concerned that they don’t have enough time. Making your clients feel special is the first step to...
Preventing Busy Season Burnout
Burnout is one of the top factors that lead to employee turnover in the accounting profession. It’s also one of the most common complaints I hear from my clients. If you’re an accountant reading this, you’re probably in the process of working yourself to the bone...
Owning Your Accounting Career
When a CPA approaches me about coaching, it usually happens for one of two reasons. First, they’ve either just received a promotion or are on the verge of a promotion and are . Or, second, they’re struggling and are on the verge of quitting their job and sometimes,...
3 Signs Your Team Lacks Soft Skills
As a leadership coach and trainer, one of the questions I’m asked most often is “How do I know if my leaders are lacking soft skills?” It’s a great question and one that I will aim to answer here. The truth is, there are many signs that can indicate a need for more...
Building Post-Busy Season Momentum
Ahh. Finally- a much-needed break after several months of what seems like ‘round the clockwork. This is the time that most accountants and firms are taking a break, slowing down, taking their foot off the gas. Don’t get me wrong- everyone needs some R&R after busy...