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 you’re not in public accounting but you are a new…
Read MoreMaking 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…
Read MoreCPA Exam: The Dreaded 74
updated: June 2020 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. In my role as a coach, I have the pleasure of working with people to help them pass the CPA Exam. I’m living my own version of paycheck…
Read MoreEasy 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 growing your business. When you take…
Read MorePreventing 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 during busy season, so I’ll keep this short and…
Read MoreOwning 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, leaving the accounting profession altogether. For those…
Read MoreStrategies for Managing the CPA Score Release Delay
If you’re like some of my clients, when you heard about the score delay for 2018, you probably felt an array of emotions- sadness, frustration, panic, even ANGER!- I’ve seen it all and know how you feel. For the remainder of 2018 (and in the foreseeable future), CPA Exam candidates will be experiencing the effects…
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