Inspired Ideas Blog

What Grade Would Your Clients Earn?

The succession of Baby Boomer professionals is a topic on the minds of most firm leaders today. A significant component of the succession process for many is the transition of clients. There are many best practices when transitioning clients, including those covered by my colleague in this CPA Insider blog. What I find, however, is that […]
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13 Ideas For Fostering a Healthy Busy Season

A new year is a fresh start. A chance to choose new goals for a new set of 365 days. For many, one of those goals usually encompasses improving health and vitality. We’re committed advocates of health and wellness here at ConvergenceCoaching. Each of our team members has their own health goals and methods for […]
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Knowing is Not The Same As Doing

The New Year provides an opportunity for reflection on past accomplishments and commitments not yet fulfilled plus a wide open space of 12 new months to commit – or recommit – to new goals. I’ve been thinking about and exploring one of our core leadership tenets: “Knowing is not the same as doing” and thought […]
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Joy To The World

My last post of 2018. Wow, the year went FAST!  Maybe my joy journey, as chronicled in my prior posts this year caused it to whiz by.  Or, was it the non-stop work flow? Maybe it’s just age? Whatever the reason, life is hurtling by – and I’d better stop and pay attention! Instead of […]
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Our 2018 Anytime, Anywhere Work™ Survey Results Are In!

We’re incredibly excited about the results from the ConvergenceCoaching®, LLC 2018 Anytime, Anywhere Work™ (ATAWW) Survey, the fourth iteration of our analysis of CPA firm flexible and virtual work programs! ATAWW programs are not about less work or production, with the exception of part-time programs. Instead, ATAWW offerings allow your people to have more control […]
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The Present of Presence

As we enter the holiday season, we spend several hours looking for special presents for our family and friends.  Consider that one of the most special presents that we can give is our physical, emotional, and spiritual PRESENCE.  How do we do this?  How is this different than what we have been doing in our […]
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I’m Waving My White Flag!

As I come off of the holiday weekend and prepare to attend my first workshop as a TLP participant, finalize details for engagements, respond to emails, organize calendars, prepare to orient a new hire on Dec. 3, and continue to develop personally and professionally… I find myself clinging to my imaginary flag pole to raise […]
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What Is On The Other Side Of Your Door This Thanksgiving?

The Thanksgiving holiday conjures up many different feelings for people. Some are excited to celebrate the day with their family and friends with lovingly cooked meals, passed-down traditions and recipes and a luxuriously long weekend. For others, it brings sadness, loneliness or even pain. And, with the challenges facing our nation, at the macro, group […]
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Joyful, Joyful We Adore Thee!

The opening line of one of the best-known hymns in the English language, inspired when Henry Van Dyke was struck by the beauty of the Berkshires. I have been struck, too, by the two worlds I am called to live in.  One world is filled with doomsday prophecies, conspiracy theories, natural disasters and the like.  […]
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The Only Thing We Leave Behind Is Our Legacy

2018 is one of those “milestone” birthdays for me and for many others born in 1958. By the grace of God, I have arrived at the age of 60!  Not long ago, I was graduating from college, meeting my wife, sitting for the CPA exam, and starting my career.  Back then, 40 was considered “old.”  […]
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Maintaining Rapport and Trust In a Virtual World

“The foundation of the client relationship is in jeopardy.” “How can I build rapport with someone if I’m never face-to-face with them?” “I need to shake someone’s hand to feel related to them.” When we talk about moving toward a more remote service and staffing model and embracing Anytime, Anywhere Work™, we often hear objections […]
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Maximizing Motivation

For most of our clients, the fall busy season is over (hooray!), which creates time and space to focus on yourselves and your firms. It’s my hope that you’ll use this time to renew your focus on your team members, too, by making a real effort get to know more about your up-and-coming leaders. Knowing […]
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The Biggest Barrier to Anytime, Anywhere Work™ – Sludge

Technology. Client acceptance. Training new staff members. Accessibility and responsiveness. These are just some of the objections firm leaders give for resisting virtual work environments. However, we believe – and have seen – that all of these issues are generally tactical and not that difficult to address and overcome. But there is a BIG issue […]
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R-E-S-P-E-C-T in the Workplace Today

With the airways filled with memories of Aretha Franklin and how she sang about respect in a love relationship between a man and a woman.  I feel that respect is important in every relationship beginning with our own self-image and it essential in our effectiveness in the workplace. Respect is defined as a “feeling of […]
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An Introvert’s Guide To Creating Deeper Client Relationships

In my work, I get the opportunity to meet many professionals who are working on being more successful business developers – and for good reason. An ability to build a strong network and develop new business yields many benefits. It allows you to provide a tangible contribution to top line revenue for the firm. It […]
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Five Fundamentals of Flex Success

Our ConvergenceCoaching, LLC® 2018 Anytime, Anywhere Work™ (ATAWW) Survey results are due out October 22, and in them, I’m pretty sure we’ll hear at least a few participants say that flexible, remote work is not for everyone. Often people say that it requires a certain kind of worker, one who is self-motivated and driven. Or […]
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Leadership Spotlight: Katie Davis, Partner, James Moore & Co.

This month’s Leadership Spotlight features Katie Davis, Partner at James Moore & Co. Katie recently graduated from our Transformational Leadership Program™ (TLP) and we’ve enjoyed getting to know her over the past year. Katie has a passion for providing value to clients beyond traditional accounting services. In her role, she is actively involved in the […]
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Three “Be” Strategies to Develop Your Confidence Through Feedback

I’ve never been a fan of critical feedback. Entering situations where potential conversations related to my performance are a possibility, my little voice goes into high gear trying to convince me that I am a complete failure and fraud and yelling at me saying I’d be better off to just quit. This means going into […]
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Do You Have an Employee Engagement Strategy?

“Most workers, many of whom are millennials, approach a role and a company with a highly defined set of expectations. They want their work to have meaning and purpose. They want to use their talents and strengths to do what they do best every day. They want to learn and develop. They want their job to […]
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Difficult Conversations You Must Have

The world is full of conflict.  We are surrounded by it 24/7. Sometimes we see it clearly, while other times it is more “under the surface.” In all human interactions and relationships, there is some level of conflict that drives the ongoing need to have difficult, uncomfortable, sometimes even painful conversations. Here are just a […]
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