There are some firms that just “get it. For several years now I have admired how Lumsden McCormick, in Buffalo, appreciates their people and goes that extra step in developing a culture of inclusiveness and career advancement.
Congratulations to two Lumsden McCormick newlyweds!
Pat & Amanda (Moses) Meyers and Robert & Jillian Torella were married on the same day – September 17!
It’s a little thing, but I bet it made these two couples feel special. Lumsden McCormick also always posts about people passing the CPA exam and other life events. Check out their Facebook page. Be sure to notice the Recruitment Open House post.
What’s your firm doing?
I was married by a judge. I should have asked for a jury.
“Quality performance (and quality service) starts with a positive attitude.” – Jeffrey Gitomer
It seems that EVERYONE uses texts to communicate now. However, that doesn’t apply so much to CPAs working in public accounting. Lots of business is conducted using email.
I like Jeffrey Gitomer’s sales advice…. “Email is sales-mail!”
I believe it is also part of building your personal brand. Do you ever misspell words? Do you confuse words such as “your” and “you’re”?
We all make grammar mistakes now and then but if you are trying to impress a prospective client be EXTRA careful.
Here’s some great advice from Gitomer – 1) Every email is an impression of you. 2) The best way to get an unsolicited email opened is to ask a question in the subject line that’s specific to the recipient.
If leaders are to be followed, it starts with clarity of message.
“We are all apprentices in a craft where no one ever becomes a master.” —Ernest Hemingway
It doesn’t matter to me what you write for your clients (and prospects). Just do it. Write things that will benefit their business and their personal finances. I know you have a lot of things inside that valuable brain of yours!
Use a blog, a newsletter, a newspaper column, Facebook, Twitter, or even Instagram. Just get information out there!
I write this blog for my clients (and others) every business day and have been for nearly eleven years.
I check my spelling and grammar with something call Grammarly. Every week it gives me a report of how I have done.
Here’s the one I received this week:
5,844 words written – You wrote more words than 93% of Grammarly users did.
64 corrections made – You were more accurate than 66% of Grammarly users.
1,222 unique words used – You have a larger vocabulary than 96% of Grammarly users.
“The greatest mistake you can make in life is to be continually fearing you will make one.” – Elbert Hubbard
Accountants do not like to make mistakes. Yet, as they advance in their careers, they learn that not absolutely everything needs to be absolutely perfect.
In contrast to the fear of not being perfect, I have often heard experienced CPAs criticize bookkeepers and some beginners because they spend an exorbitant amount of time trying to find a few pennies.
Because of the fear of mistakes and of being criticized, firm leaders sometimes hesitate and even procrastinate trying new ideas, new processes, and procedures because they might make a mistake and look bad in the eyes of their clients.
We hear it said over and over…. “you learn from your mistakes.” Yet, beginning accountants in your firm might be under a lot of stress not to make mistakes.
Firm leaders hesitate to initiate a new idea because a client, another firm or other outsider might criticize the firm. Get over it. Be bold. Leap into the future.
Years ago, I learned something at Accountants’ Bootcamp. When trying something new test it. Introduce it to a small group at the firm. Or, try it out on a few selected clients. If it doesn’t work well, then you have a better sense of how to proceed.
Never be afraid to say to your team members, “Well, that didn’t work so well, let’s try something else.”
I had the pleasure of meeting so many talented firm administrators, human resource professionals, and partners when I spoke at the June CPAFMA National Practice Management Conference in Baltimore.
What I most enjoy about these gatherings of “professionals managing accounting firms,” is the positive comments I hear about what the attendees would like to achieve when they return to their own CPA firm. I always advise not to try to accomplish too much right away. Just select one or two ideas and get busy implementing. Inside most firms, I find that if people try to implement several ideas, few if any of those worthwhile ideas actually get accomplished.
Here’s a great message from Jim Fahey, Past-Chair of CPAFMA about keeping the momentum going after you have returned to your office.
Do you want to know who you are? Don't ask. Act! Action will delineate and define you.
“Doing the right thing daily compounds over time.” – John Maxwell
CPA firms used to be a place where you could observe, first-hand, professional dress.
Well, that’s gone forever and I am not whining about that. It’s okay. But, making a great first impression has not gone away. It’s alive and well, quietly in the background of the minds of the people you meet. Sure, the people you meet for the first time, judge you. So do the clients and business referral sources you meet on a periodic basis.
I enjoyed a recent story via Forbes (by Carmine Gallo) Why You Should Dress 25 Percent Better Than Everyone In The Office. It is about actor Matt Damon. When he recently appeared on The Tonight Show, he wore a nicely tailored dark suit, vest, and tie. But earlier in the day, he wore a v-neck sweater for another interviewer. He dresses for the culture of the show. Jimmy Fallon always wears custom-tailored suits and Damon is going to dress as good – if not slightly better – than the host.
Follow this link to read Gallo’s article and then share it with you team members. Gallo also talked to a military hero and inquired about the secret to leading a team into battle. The hero commented that it was a long answer but it starts with how you’re dressed the first time they meet you.
George Washington “got it.” How about you?
If we are growing, we will always be outside our comfort zone.
You are a CPA firm leader, that you have high expectations for all your team members.
You are a CPA firm partner, you have high expectations for your other partners.
You are a CPA firm COO/Firm Administrator, you have high expectations for the administrative assistants and other support professionals that report to you.
You work at a CPA firm, no matter what your position, you have high expectations for the firm.
One way to help yourself and others to meet expectations is to try your best to keep things simple.
My son, the high school band director, had one bit of advice for his 8th grade through 12th grade marching band members as they embarked on their road trip for the first Friday night football game this weekend:
Be responsible for you.
At your CPA firm, when it comes to yourself and others one of the best things you can do is be responsible for you.
Here’s what is posted in the band room – maybe it applies to your firm.
In character, in manner, in style, in all things, the supreme excellence is simplicity.