Wednesday, November 2nd, 2022


“If you love life, don’t waste time, for time is what life is made up of.” – Bruce Lee

This is the month.

To me, November has always been “the month.” It is a critical month in the cycle of CPA firm life.

When I suggest change, I have heard the following from CPAs for decades!

  • December – I am too busy with tax planning, doing engagement letters, and getting organizers out the door.
  • January – It is W-2, and 1099 time; we are too busy.
  • February – April – We are too busy .
  • May – We need a break. We have to unwind. I am taking a vacation.
  • June – We have to do performance reviews.
  • July – Mid-August -Too many people are on vacation.
  • August – Sept. 15 – We have extensions to do!
  • Sept. 15 – October 15 – We have to focus on 1040s.
  • October 15 – Oct. 31 – Again, another time to de-stress.
  • November……It is the month you need to focus on the health of your firm.

I call it what goes on behind the black curtain. It is the things the client doesn’t see.

It is all about identifying and improving processes and procedures. It is all about identifying and improving the things that cause your employees to be engaged and loyal or not. It is about embracing new ideas and accepting the fact that change must happen if you are to remain relevant to your employees and important to your client base.

Don’t waste this month! Create an Action Plan and accomplish as much as possible. Too bad you have waited until November. Don’t waste time this month!

  • "Time is one of your most valuable commodities and how you spend it determines what your life will be. You can either waste it, invest it or give it away."
  • David Khalil

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