In recent coaching calls with some of my clients who are pioneering optional Saturdays this busy season, we’ve bumped up against many reasons firm leaders are struggling.  In our conversations, firm leaders remain steadfast to make the changes to shift their firm from “old-school” to “cool” – and non-mandatory Saturdays is one of these shifts ...

On January 11th, I wrote about how we can move from having a dream about your future to change it to a vision instead (Empower Your Vision).  Moving a dream to a vision requires taking actionable steps to produce specific results.  This week, I will use information from that blog and an example from my ...

ARE YOU A DISTRACTED DRIVER? As our society continues to get increasingly busy, it seems we are also getting more and more distracted.  We are all multi-tasking to try and complete everything we have to get done on a daily basis, and the rush of it all has become detrimental to our well being. Unfortunately, ...

Loosen Up, People! There are certain times in the year when the pressure can seem overwhelming.  For our CPA clients and friends, that time starts now – and lasts through April 15 (and sometimes longer).  For others, there may be quarterly or year-end deadlines or even weekly hurdles that provide extra pressure. When people tell ...

Don’t Wait Until After Tax Season! Last week a friend of mine asked me how my book was coming along because I had previously shared with him that one of my goals for the year was to write one.  I started by explaining that I hadn’t made much progress because I have been busy trying ...