Archive for the ‘Lighten Up’ Category

Friday, September 27th, 2019

It’s Friday – Clean Up Your Emails

“No one got rich checking their email more often.” – Noah Kagan

I have heard it for years. Now, I hear it more from Baby Boomers working at accounting firms.

“I have so many emails! I just can’t keep up.”

Younger generations have found other ways to make contact. One Boomer partner’s comment to me: “My clients are texting me! I can’t deal with that!”

I have known some CPA partners and managers who almost think it is a badge of courage to say they have 1,500 emails in the inbox! Or, “I get 200 emails per day!”

Do you have hundreds in your firm email inbox? Go ahead, delete them all in one bold action and start over.

I like the efficiency practice I learned years ago in dealing with paper items sitting in a physical inbox sitting on your desk. It applies to email now.

Look at the item. You have three choices.

  1. Delegate it.
  2. Deal with it immediately.
  3. Throw it in the trash.

Have a great fall weekend.

 

  • Email is having an increasingly pernicious effect. Not only is it having a perceptible effect on productivity, it's skewing what it is we focus on. The immediate increasingly crowds out the important.
  • Noreena Hertz

Thursday, September 19th, 2019

Is This You?

“If in anything I have faith in something you could call the human spirit – I have faith it will always save itself at the last minute.” – Vashti Bunyan

There is a cast of characters working inside every CPA firm. You probably give them nicknames. Just maybe you are one of those famous characters yourself.

The nickname – Last Minute Larry or Last Minute Lisa might apply to more than one partner in your firm. They just simply seem to be unable to manage their clients who are also last-minute types.

Lighten-up, maybe this shirt would be a great gift!

IMG_0715

 

  • We humans appear on the cosmic calendar so recently that our recorded history occupies only the last few seconds of the last minute of December 31st.
  • Carl Sagan

Friday, August 2nd, 2019

Flashback Friday – Say Things Differently

“Kindness can become its own motive. We are made kind by being kind.” – Eric Hoffer

Sometimes it is nice to phrase the way you say “thank-you” differently.

Click here to read this post from February. You might not have had time to read it then!

  • You cannot do a kindness too soon because you never know how soon it will be too late.
  • Ralph Waldo Emerson

Friday, July 26th, 2019

Friday! What Are You Doing Today?

“Tonight’s forecast; 99% chance of wine.” – Anonymous

It’s time for a Friday Flashback post. Friday flashbacks give me the chance to remind you of some older, hopefully, interesting posts, and free up some time to enjoy Fridays!

It is a beautiful morning in Ohio and in a couple of hours, I will be playing golf with my husband and some old friends. How about you? What are you doing this Friday?

If you have a few minutes read this post from last July – BUSY VS. BUSYNESS.

Have a great weekend. I’ll be hunting for golf balls.

  • Every Friday, I like to high five myself for getting through another week on little more than caffeine, will power, and inappropriate humor.
  • Nanea Hoffman

Tuesday, May 28th, 2019

Computers Are In Control or Are They?

“The greatest lesson in life is to know that even fools are right sometimes.” – Winston Churchill

In your accounting firms, software and computers have taken over many of the duties that were formerly done manually, preparing tax returns, figuring depreciation, etc. We have been warned that computers (robots, AI, etc) will take over even more of the routine accounting work. Never fear…

I was with a group recently, dining at a local restaurant. Several of the ladies had various coupons for discounts on their dinners and also wanted to take advantage of a “special” the restaurant was featuring.

The question was asked, “Can I use my coupon and also take advantage of the special?” The friendly, helpful server replied, “I can’t tell you for sure until we put it into the computer. The computer will tell us.” Interesting. So, I took from this that the computer was the ordering police allowing some orders and refusing others. I thought to myself, “Robots are in control!”

As it turned out, the friendly, helpful server informed us that my friends could take advantage of both “deals” because she had input the meal they ordered as a different meal and the computer allowed it!

So, you can now sleep at night knowing you can always resort to fooling the robots.

  • Those who will not reason, are bigots, those who cannot, are fools, and those who dare not, are slaves.
  • Lord Byron

Wednesday, May 8th, 2019

Make Your Website (and your Brand) Unique – Here’s a Great Example!

“If you want success, be unique.” – Natalie Massenet

Occasionally, I like to share CPA firm unique websites. I see so many that are static, boring and usually blue. Last year, I featured Bernie & Jason Ackerman of BNA CPAs & Advisors, one of my favorites. I love how they tell visitors to their site how they deliver a tax return in 3 days.

Logo

This year, I just had to share the site of my good friends at Barton CPA & Associates. Their light-hearted and fun approach to business is simply refreshing.

When you get to their homepage, page down to see a picture of their lobby – tasteful, contemporary and colorful. Keep paging down to see other pictures: Part of their team, their conference room and a team picture at some kind of celebration. It sure looks festive and I don’t use the word “festive” about CPA firm websites often – well, never!

Check out the pictures on Greg Barton’s Twitter site. I love the March 23 tweet showing Greg in his office. Does your office look this good (and clean)?

Browse around the site. They have an Instagram account and Facebook, of course. I hope it gives you some ideas for taking action soon to update your site and inspiration to not take yourself too seriously.

A big thanks to Greg and Dee Dee for allowing me to share their excellent branding efforts and their uniqueness!

  • Uniqueness is what makes you the most beautiful.
  • Lea Michele

Friday, August 10th, 2018

Flashback Friday – Do You Have a Dream?

“A dream doesn’t become reality through magic; it takes sweat, determination and hard work.” – Colin Powel

At your next strategic planning meeting talk about your dreams. Think big! Have everyone describe the career dreams they had when they were beginners.

Here’s a flashback post from 2015.

  • The future belongs to those who believe in the beauty of their dreams.
  • Eleanor Roosevelt

Friday, June 15th, 2018

Flashback Friday – Show Your Confidence

“No one can make you feel inferior without your consent.” – Eleanor Roosevelt

In a job interview or in a conversation with your boss or even in a conversation with a client – all CPAs need to work on showing confidence. Many of you are humble and introverted but you are also intelligent, knowledgeable and interesting.

Show that confidence. This week’s flashback is a great, short video to teach you how to have a conversation. It is directed toward women but it applies to males, too!

  • To be yourself in a world that is constantly trying to make you something else is the greatest accomplishment.
  • Ralph Waldo Emerson

Friday, May 4th, 2018

Fun on Friday – What’s Your Racehorse Name?

“A difference of opinion is what makes horse racing and missionaries.” – Will Rogers

The Kentucky Derby is tomorrow. I love Churchill Downs. I have taken the behind the scenes tour with friends (the museum is awesome). I was also there during a CPAFMA conference event when a tornado hit. Roman Kepczyk and I saw it take the roof off a horse barn and then we headed for shelter! So exciting!

What would your name be if you were a racing horse?

Find out here.

Cheers to my friends in Louisville! Have a wonderful weekend.

Here’s my racing horse name – I kind of like Grande Rose!

Grande Rose

 

  • You try to do the best with what you've got and ignore everything else. That's why horses get blinders in horse racing: You look at the horse next to you, and you lose a step.
  • Jimmy Iovine

Thursday, May 3rd, 2018

There Just May Be A Need For This At Your Firm

“Don’t cry because it’s over, smile because it happened.” – Dr. Seuss

I recently read this on my daily news feed – the daily Skimm. I just had to share it.

“Cry closet” – An actual place at the University of Utah’s library for students to release their stress. What happens in the cry closet, stays in the cry closet.

I have seen “mother’s rooms” and “stress rooms” used in CPA firms. They are very nicely furnished private and relaxing spaces.

Maybe a Cry Closet is in your future. It might be a great benefit during tax season.

  • Let others lead small lives, but not you. Let others argue over small things, but not you. Let others cry over small hurts, but not you. Let others leave their future in someone else's hands, but not you.
  • Jim Rohn