leadership

grissom and aquila on partner performance evaluations

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woman conducting evaluationbusiness development is everyone’s job.

by august aquila and angie grissom
the august aquila leadership collection

he said: when conducting the partner performance evaluation, partners should not be surprised by the feedback. i often suggest that firms follow the following guidelines when it comes to delivering the annual (or semiannual) evaluation:

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agree together at the beginning of the evaluation period those competencies the partner should improve upon throughout the year. you may even wish to create an individual development plan that specifies those competencies and the activities in which the partner will engage to develop them.
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cpa firms can benefit from a strong internal communication culture

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man and two women talking in office3 critical components.

by steven e. sacks

a local reporter or a potential client contacts your firm after visiting its website. the website may have provided insufficient information, raised questions or caused confusion.

more: is your firm’s culture a magnet? | improve job satisfaction or it’ll cost your firm | we hear but do we really listen? | performing like crap can be a badge of honor | 7 steps to take as your firm grows | how enthusiastic is your staff? | can you recite your mission statement? | your firm’s biggest assets walk out the door every day
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now he or she calls the firm’s office at the number listed on the website. who will answer the phone? most likely the receptionist.
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how effective project management makes your life easier

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happier clients and happier staff are just the start.

by frank stitely
the relentless cpa

i have some excellent news. effective project management can make owning a firm fun and profitable again. if not fun, it will be at least more tolerable than a lifetime of root canals.

more: value pricers ignore half the pricing puzzle | beware the leeches and consultants | the value-pricing con job | the 21st-century cpa firm | ruthlessly efficient workflow management
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i have worked two aprils from the ncaa final four basketball tournament. this past september 15th, i worked from the beach. no one at the office seemed to miss me.
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is your firm’s culture a magnet?

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two men talking at table, one younger in plaid with man bun, one older with glasses and sweater over shouldersdon’t know? ask, and consider ways to change.

by steven e. sacks

in the famous words of management guru, peter drucker, “culture eats strategy for breakfast.”

more: improve job satisfaction or it’ll cost your firm | the holy grail: finding the right talent | today’s workplace challenge: communicating across generations, cultures, and diversity | how enthusiastic is your staff?
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accounting firms are starting to get this message because now they are instituting initiatives that would have been laughed at years ago: a) every day is jeans day; b) shorts when there is no client meeting; c) work from home; d) bring your own device to work; and e) reduced saturday hours during busy season. and on it goes …
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