when staffers stagnate

ed mendlowitz cpa the practice doctor q and ahigher-level staff person isn’t supervising or mentoring anyone.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: i have a staff person who does great work, but she seems to be deadened. the good news is that her clients love her and she doesn’t bug me about becoming a partner.

more practice doctor q&a: yes, you should send rejection letters | 7 ways to lose a client’s trust | 12 must-knows for niche markets | 6 ways to take a client beyond tax prep | 18 ways to blow a partnership opportunity | 8 times when hourly billing trumps value pricing | when a staffer stops listening | 44 critical criteria for accounting staff performance evaluations | 5 time management tips for an overworked accountant | pricing, billing, costing: don’t blame clients

any suggestions on what i could do to move her forward?

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4 reasons women hold themselves back

businesswoman trying to make a decisionthey have to see politics as leadership to get ahead.

by ida o. abbott
sponsoring women: what men need to know

many women are uncomfortable calling attention to their achievements and ambitions, dislike politics, have difficulty asking others for a career boost or underestimate the importance of powerful backers. this makes it harder for potential sponsors to recognize how worthy these women are of their support.

some women hurt their own chances for sponsorship by failing to let sponsors know what they want and why they merit it. sponsors are drawn to star performers who display confidence and a drive to succeed. where a man might insist he is the right person for a job and ask to be promoted, a woman who is equally or even

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better qualified may downplay her qualifications for the job. instead of aggressively pursuing promotions and opportunities, she waits to be asked, and then, when asked, may turn the offer down. why?

more on sponsoring women for leadership: bias about women with families lingers | judged on performance, not potential? must be a woman | gender bias still a problem | why women are overlooked (and how to fix it) | 3 ways men are favored in the workplace | women need promotions, not just advice | mentor or sponsor? how to distinguish roles | 4 ways women leaders improve firms | cpa firms must ‘man up’ and get women on board

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yes, you should send rejection letters

ed mendlowitz cpa the practice doctor q and asome people expect them…and say so.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: do you recommend sending rejection letters to someone i interview and do not hire?

response: yes. early on i did not send them, but when email came more universal, we sent them messages that way. now we use postal mail and send the letter on our letterhead. we feel it is more courteous and respectful. the letter is similar to this:

more practice doctor q&a: when busy gives the wrong impression | when to hire an admin assistant | how to notify clients of a partner’s retirement | 7 ways to lose a client’s trust | quote with care when asked for valuation | when fees don’t keep up with cost increases | lowballing and why it (usually) doesn’t work | when is it time to merge? | what goes in a client’s permanent file? | no more printouts at cpe programs? | how to apply value pricing to bundled services

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bias about women with families lingers

woman smiling with boy with backpackmothers still seen as less committed to work than fathers.

by ida o. abbott
sponsoring women: what men need to know

one pattern of gender bias is exhibiting “maternal wall” bias, which leads people to believe that women with children are unable to meet the demands of leadership.

people assume that women with children are less committed to their work.

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more on sponsoring women for leadership: judged on performance, not potential? must be a woman | gender bias still a problem | why women are overlooked (and how to fix it) | 3 ways men are favored in the workplace | women need promotions, not just advice | mentor or sponsor? how to distinguish roles | 4 ways women leaders improve firms | cpa firms must ‘man up’ and get women on board

this bias arises from the stereotypes that create conflicting expectations for mothers and career women: good mothers should always be available to their children, while good business people should always be available to their clients. read more →

judged on performance, not potential? must be a woman

young busineswoman evaluating a chart with a measuring tape, concept image of successdifferent standards, double binds challenge women.

by ida o. abbott
sponsoring women: what men need to know

common patterns of gender bias include holding women to higher standards than men and expressing contradictory expectations (“double binds”) for women.

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more on sponsoring women for leadership: gender bias still a problem | why women are overlooked (and how to fix it) | 3 ways men are favored in the workplace | women need promotions, not just advice | mentor or sponsor? how to distinguish roles | 4 ways women leaders improve firms | cpa firms must ‘man up’ and get women on board | | make flexible scheduling work for everyone | your protégée needs your feedback

different standards: people expect more of women than of men and they hold women to higher standards. this sets the bar higher for women who aspire to leadership and makes it more difficult for them to prove their value to the organization, even though research shows that women outperform men in 17 of 67 critical leadership skills, while men outperform women in only four.

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when busy gives the wrong impression

ed mendlowitz cpa the practice doctor q and abeware self-fulfilling prophecies.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: i have been very busy for quite a while and now caught up and find that i have not been getting as much new business as i used to get, or that i need. what can i do different?

more practice doctor q&a: administrative help can free up one or several | how to notify clients of a partner’s retirement | 7 ways to lose a client’s trust | quote with care when asked for valuation | closed for tax season? looks that way | 12 must-knows for niche markets | is joint representation a conflict? | when fees don’t keep up with cost increases

answer: this accountant gives a harried impression when she meets with clients and referral sources (which are everyone she meets or interacts with). she was very busy and when asked how she was doing she would reply something like “boy, am i busy!”

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gender bias still a problem

businesswoman opens door to brick wall5 ways men receive preferential treatment.

by ida o. abbott
sponsoring women: what men need to know

gender bias reflects entrenched beliefs and assumptions about women based on stereotypes about appropriate roles and behaviors for women.

unconscious thoughts about the kinds of work women are and are not suited for, especially if they are mothers, remove highly qualified women from consideration for leadership opportunities and positions.

more on sponsoring women for leadership: why women are overlooked (and how to fix it) | 3 ways men are favored in the workplace | women need promotions, not just advice | mentor or sponsor? how to distinguish roles | 4 ways women leaders improve firms | cpa firms must ‘man up’ and get women on board

in the past, working women suffered overt discrimination and explicit bias. they were told outright they were not “fit” for certain jobs, were too emotional and unreliable to be given responsible roles, and were taking the place of men who needed to support families. sometimes the bias was ostensibly intended to “protect” women and occasionally it was hostile. but it was out in the open and women understood the barriers they faced. read more →

when to hire an admin assistant

ed mendlowitz cpa the practice doctor q and ado the math. hire the best.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: i seem to be wasting a lot of time and can’t put my finger on it. i go home at night feeling i am more behind than when i started that morning and my chargeable time is dropping. what suggestions can you make?

answer: many professionals, not just cpas are spending more and more time on non-business purpose activities. i don’t want to say nonessential because booking a flight or setting up a client meeting is essential, just that it is not what you are being paid for – it is not your business purpose. this person i spoke to, and many others in similar circumstances, need administrative assistance.

more practice doctor q&a: how to notify clients of a partner’s retirement | 7 ways to lose a client’s trust | quote with care when asked for valuation | closed for tax season? looks that way | 12 must-knows for niche markets | how much should you pay to buy, sell or merge an accounting practice? | is joint representation a conflict? | when fees don’t keep up with cost increases | when large (or any) clients need backup assurances | lowballing and why it (usually) doesn’t work

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why women are overlooked (and how to fix it)

five young business people at work in an office setting.3 reasons why men don’t pick women protégées.

by ida o. abbott
sponsoring women: what men need to know

let’s assume a powerful man works with two junior colleagues, a man and a woman, who are both equally talented, motivated and superbly skilled performers. according to what we know from research and experience, that powerful man is more likely to sponsor the man than the woman.

more on sponsoring women for leadership: 3 ways men are favored in the workplace | women need promotions, not just advice | mentor or sponsor? how to distinguish roles | 4 ways women leaders improve firms | cpa firms must ‘man up’ and get women on board

why is that? what factors go into a sponsor’s calculation about where to place his most active support and for whom to expend his political capital? and why don’t more women come across as “leadership material,” even when their talents and abilities should make them great candidates? i have some answers.

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3 ways men are favored in the workplace

businesswoman looking directly aheadleaders sometimes don’t see women in the same light.

by ida o. abbott
sponsoring women: what men need to know

let’s assume a powerful man works with two junior colleagues, a man and a woman, who are both equally talented, motivated and superbly skilled performers. according to what we know from research and experience, that powerful man is more likely to sponsor the man than the woman.

more on sponsoring women for leadership: is sponsorship right for your firm? | and now, a few words about sex (and 14 tips) | make flexible scheduling work for everyone | your protégée needs your feedback mentor or sponsor? how to distinguish roles | 4 ways women leaders improve firms | cpa firms must ‘man up’ and get women on board | 5 ways gender bias plays out at cpa firms

why is that? what factors go into a sponsor’s calculation about where to place his most active support and for whom to expend his political capital? and why don’t more women come across as “leadership material,” even when their talents and abilities should make them great candidates? i have some answers.

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how to notify clients of a partner’s retirement

ed mendlowitz cpa the practice doctor q and aphase in so there are no surprises.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: thank you for your q&as on the death of a sole practitioner and purchase of a practice. do you have anything about the retirement or death of a senior partner?

answer: the death of a senior partner, or any partner, becomes public knowledge almost immediately with many clients attending the funeral, wake or shiva. in those cases i have not seen any falloff of clients since there is a correct assumption by clients that

  • there was backup,
  • that the files are intact and will be maintained, and
  • if staff was working on that client they will continue.

more practice doctor q&a: 7 ways to lose a client’s trust | when fees don’t keep up with cost increases  | what goes in a client’s permanent file? | when experience doesn’t add up | making meetings more productive | tax return reviewer ticking and tying 5 time management tips for an overworked accountant | running an accounting business | pricing, billing, costing: don’t blame clients

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7 ways to lose a client’s trust

are you about to do any of these? is it worth it?

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: i believe i have a very high degree of client trust. but somehow i feel it is not 100 percent. any comments?

answer: this person has a common problem. the trust is very high – probably higher than any other profession – but not complete. it is rare for trust to be 100 percent. but here are seven ways to lose a client’s trust:
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