Tax season 2020 is now underway.
This means more client interactions. Wonderful! This is why I do what I do!
It also means more client interactions. Sigh. Sometimes it’s hard to juggle my workload and client requests.
As tax season rolls on, so do the client questions. Of course, in business and in life, there are no stupid questions. This is especially true when they come from your clients. But they may not ask what they really need to know.
We polled practicing CPAs to find out what pressing issues and questions their clients have. Along with some fun (read: not real) answers, I’ll give you some tips on how to take the discussion further.
Continue reading "Top 10 questions for tax practitioners" »
Let’s face it—relationships are hard. No matter how smitten you may be, being with someone takes hard work, hard conversations and hard commitments. Some fish in the sea are softening these blows by choosing partners who compliment—and complement them.
Fortunately, finance professionals are so well-rounded that their skill sets are likely an asset in every relationship. If you’re splashing around in the dating pool, here are seven reasons you should tag a finance professional as your next partner.
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Maximizing your efficiency during the busy season involves planning your day. For many of us, tax season doesn’t leave a moment to spare. Getting the job done requires a consistently high level of performance. Getting the job done, however, cannot come at the expense of accuracy. Productivity and accuracy are necessities that can lead to an increased sense of stress and an inclination to work around the clock. While it may be tempting to put your head down and plow through, it’s far from beneficial for efficiency or quality of work. The best way to be efficient during the busy season isn’t to work until you’re bleary-eyed, but rather to learn your personal rhythm and match your workflow to that rhythm.
The terms “early birds” and “night owls” have seemingly existed for as long as there have been people watching the sun rise and set. Science supports the existence of these two basic categories which are identified by when a person is most likely to sleep and certain behaviors associated with each. However, mastering your personal rhythm requires more effort than simply labelling yourself as a morning or night person. Before you can begin to apply strategies to maximize your productivity cycle, you must know when it starts and ends.
Continue reading "Reimagine Productivity: Master your productivity rhythm" »
The first month of the year is over and, for several reasons, I’ve not committed to any goals in 2020. Has that happened to you? I always try to set goals around learning — one for fun and one to enhance my career. Let’s apply that adage, “It’s better late than never.”
The digital revolution has changed my communications profession. Dedication to learning is not optional. It’s mandatory for me to keep up. As a CPA, you are also in a constant race to outpace change. Technological developments fuel workplace changes and challenge you to stay on top of every skill set. To thrive in the digital era, you need to “unlearn” some old routines and develop some new (and unexpected) skills and competencies. Here are four resolutions every CPA should consider this year:
Continue reading "It’s not too late to resolve to improve" »
Now that we’ve fully stepped into the new year, busy season is picking up speed. During this period of longer work hours and takeout dinners, it can be challenging to address your own needs when your day-to-day priority is your clients.
This imbalance might not be noticeable at first, but it can have a cumulative effect as the weeks pass by. Instead of being a time when we realize our greatest potential, busy season can leave us feeling stuck and overwhelmed. Does this sound familiar? Before you know it, it’s June and you’ve somehow lost half of the year.
Here’s the thing: If you don’t take time for your wellness, you will take time for your future illness.
Continue reading "Two guaranteed ways to thrive this busy season " »
Accountancy is a vibrant, dynamic profession that involves more than crunching numbers. And the people we work with are unique and complex. But in any workplace — whether it’s a CPA firm, Hollywood set or football practice field — people have been asked to put aside parts of themselves in order to perform better. “It’s not personal. It’s just business,” the old saying goes.
Increasingly, however, that conventional wisdom is coming under question. Separating ourselves from our work isn’t only difficult; it adds unnecessary stress to an already demanding career.
During busy times, there’s particularly strong pressure to compartmentalize ourselves and our work in order to get everything done. But suppressing emotions during your workday can create pent-up emotions. This affects the energy you generate in the workplace and triggers undue stress and tension in our bodies.
Continue reading "Reimagine Productivity: Mindfulness, emotions and mood" »