2 min read

5 Tips for a Successful First Day of Coaching

By Jackie Flesher, CPA, CGMA on 7/6/20 9:00 AM

For the person being coached: If you’ve read my previous blog posts on how to identify and choose a career coach (or mentor), you’re probably wondering how a coaching relationship works in the real world. Here are my top five tips for how to prepare, and what to expect, at your first meeting:   

Topics: Your People Career Coach Mentorship Employee Engagement Coaching for Success
4 min read

How To Create a Better Business Process

By Mike Sabbatis on 6/29/20 9:00 AM

Welcome to part two of this three-part series on Business Process Improvement (or BPI). In part one I referenced Seth Godin’s quote, “We’re so busy doing our jobs, we can’t get any work done,” and it’s true. The combination of workload compression and dysfunctional processes is creating an environment where we know that there is a better way but continue to SALY (Same as Last Year) the process.

Topics: Technology Growth Workflow & Productivity Enablement Lean Six Productivity Enablement featured
6 min read

2019 Tax Season in Data: 06/15/2020

By Mark McAndrew on 6/22/20 9:00 AM

Being the fan of cliché’s and motivation quotes that I am, I’ve provided you a few throughout this blog series. In that spirit, here is a turn of phrase we’ve all used at some point, I’m sure, and coincidentally one that inspired Ben Franklin to come up with the quote I offered in my last blog. “There is no time like the present; a thousand unforeseen circumstances may interrupt you at a future time.”

Topics: Industry Tax COVID-19 Analytics Tax Season in Data Tax Season 2019
4 min read

4 Practical Questions to Kick-Start Remote Work Success Now

By Bob Amey on 6/18/20 9:00 AM

As an industry, remote work adoption has been slow until it was thrust upon us as a way to mitigate COVID-19-related shutdowns. As states start to enter phases two and three, the natural discussion of how to allow staff to work remotely in the long-term emerges.

Topics: Technology Your People Remote Staff COVID-19
4 min read

Leadership Strategies for Adapting to Market Disruption

By Mike Sabbatis on 6/15/20 9:00 AM

Over the last few months, we have all been adapting. Adapting to new work environments, new social normals, new schedules, new anxieties, and functioning in a continual state of uncertainty. Our leadership skills have been put to the test as we pivot to address our new challenges while defining our strategies and new visions for future success. In the words of Daniel Burrus, futurist author, “post-pandemic success will be based on what we do right now, not what we do post-pandemic.”

Topics: Your People Growth Remote Staff Future Forward COVID-19 Productivity Roadmap
3 min read

Kill the Meetings: 5 Strategies to Increase Your Capacity

By Hillarie Diaz, CPA on 6/8/20 9:00 AM

What would you do with an hour back each day? What about 30 minutes? Would you take the opportunity to work on that planning initiative that's been sitting in your inbox for more than a month, spend a little time planning for next quarter, or maybe even leave the office and get home in time to read the kids a book before bedtime?

Topics: Your People Growth Productivity Enablement Lifehack increasing capacity
2 min read

6 Tips on Coaching During COVID-19

By Jackie Flesher, CPA, CGMA on 6/1/20 9:00 AM


Note from the editor: This post is directed at those who coach or mentor their colleagues.

What can a coach do during a global pandemic? Plenty! Now is the time for coaches to step up their efforts and keep coaching relationships strong during this crisis.

Topics: Your People Remote Staff Career Coach Mentorship featured COVID-19
3 min read

5 Ways to Maintain Momentum During an Extended Busy Season

By David Harris on 5/28/20 9:00 AM

If this were a typical tax season, right now we’d be talking about how to maintain momentum post-busy season. My tips would include advising managers to focus their junior staff on studying for and passing their CPA and ethics exams, encouraging training and CPE acquisition, and recommending that everyone start planning vacations, even if it’s just a long weekend.

Topics: Your People Tax Public Accounting COVID-19 Tax Season 2019 Productivity Roadmap
7 min read

2019 Tax Season in Data: 05/20/2020

By Mark McAndrew on 5/25/20 9:00 AM

Looking for the most recent Tax Season in Data update? Click here.

"Don't put off until tomorrow what you can do today."

Benjamin Franklin is responsible for that piece of advice, and it's as accurate now as it was when he first said it in the eighteenth century. Rarely is postponi

Topics: Technology Industry Tax Public Accounting COVID-19 Analytics Tax Season in Data Tax Season 2019
3 min read

Building a Roadmap for the Future: Preparing to Face a Post-Pandemic Landscape

By Mike Sabbatis on 5/21/20 9:00 AM

We want to make the right decisions and not waste more time and resources. It may seem safer to take a wait and see approach, but is that really a less risky strategy? 

Topics: Technology Growth Cloud Technology Future Forward COVID-19