Push Through or Re-evaluate: When is it Right to Look at a Strategy Change?
In this webinar, we explored the essential role of strategy in achieving measurable goals. This session encouraged participants to assess and refine their approaches, balancing new initiatives with existing strategies. Key highlights included:
✅ Understanding the distinction between strategy and tactics.
✅ The importance of aligning short-term actions (tactics) with long-term goals (strategy).
✅ Practical advice on documenting firm and personal goals, sharing them with accountability partners, and regularly reviewing progress.
Whether you're looking to improve goal-setting or streamline your practice management, this webinar offers valuable insights to drive success.
In this session, we dive into the critical issue of burnout in accounting firms. The conversation begins on a light note with a chat about favorite fall foods but quickly transitions to a deeper examination of burnout and its impact on professionals in the field. Key topics include:
✅ Recognizing the signs of burnout and understanding its implications.
✅ The importance of realistic goal-setting and meeting deadlines.
✅ Effective delegation and open communication to alleviate stress.
✅ Practical strategies like establishing boundaries, encouraging breaks, and promoting transparency within the firm.
We also explore practical tips for managing task workloads and share insights into consulting services offered by participants.
Actionable takeaways include creating comprehensive deadline calendars and encouraging team members to take much-needed vacation time.
🎯 Mastering Shifting Priorities
Join experts Will Hill and Julie Smith as they dive into the critical topic of managing shifting priorities within practice management. The session kicks off with a lighthearted debate on 🎃 pumpkin season, then transitions into key factors driving priority shifts, like urgent tasks and unclear directives. Learn how to communicate these changes effectively, deprioritize when necessary, and support your team through work reallocation. Discover strategies for maintaining motivation through transparency, timelines, and celebrating small victories 🎉.
Getting Your Firm Ready For Tax Season 🧾
We dive deep into strategic workload distribution, reassessment initiatives like 'Draft Day,' and enhancing team training through lunch-and-learn sessions. 🍽️ Discover how we're refining employee contracts, boosting productivity, and setting clear internal and external deadlines with updated tax season charts. 📊 Learn about our proactive Q4 priorities, including comprehensive checklists for corporate and personal tax strategies to ensure a smooth and efficient tax season ahead. ✅ Plus, find out how we're refining team tasks and conducting technology assessments to eliminate inefficiencies. Don't miss out on these essential tips to optimize your practice for the upcoming tax season! 🚀
We discuss the critical importance of automating client onboarding processes for enhanced speed and consistency. Learn from Harper Company's best practices and discover powerful tools like Cajabra, Flodesk, and Go File Room that can transform your onboarding workflow. We also explore how automation can significantly impact client experience and boost referrals. Emphasizing the need for a consistent onboarding process and clear communication with clients, this discussion is packed with valuable tips for optimizing your business operations.
Delegation And Using Your Team's Talent
In this Webinar session, we dive into the crucial role of delegation in enhancing efficiency and productivity within your firm.
Join us as we explore:
🔹 Creating Effective Delegation Processes: Learn how to streamline tasks and responsibilities.
🔹 Assessing Team Members' Strengths and Weaknesses: Discover strategies to leverage your team's capabilities.
🔹 Onboarding New Team Members: Tips for seamless integration and onboarding.
🔹 Conducting Weekly Team Meetings: Best practices for structured agendas that keep everyone aligned.
🔹 Tracking Goals Regularly: Stay on top of both team and personal goals for continuous improvement.
How To Hire When There Is a Talent Shortage
All things Practice Management from processes, people, planning to perseverance. We'll be joined by two of our notable speakers, Will Hill of Will Hill Consults and Julie Smith, MBA the Practice Manager of Harper & Company CPA Plus. This month's we're going to be talking about How to Hire When There is a Talent Storage
How To Make Sure You Have The Right People In The Right Seats
All things Practice Management from processes, people, planning to perseverance. We'll be joined by two of our notable speakers, Will Hill of Will Hill Consults and Julie Smith, MBA the Practice Manager of Harper & Company CPA Plus. This session will be tackling on "How to Make Sure You Have The Right People In The Right Seats".
Identifying When a Process May Be the Problem
All things Practice Management from processes, people, planning to perseverance. We'll be joined by two of our notable speakers, Will Hill of Will Hill Consults and Julie Smith, MBA the Practice Manager of Harper & Company CPA Plus. This session is about "Identifying When a Process May Be the Problem".
The 3 Processes Every Firm Should Have Automated
Join us for an exciting webinar on automating essential firm processes, featuring industry experts Will Hill of Will Hill Consults and Julie Smith, MBA the Practice Manager of Harper & Company CPA Plus. Learn the top three processes to automate for increased efficiency and productivity, plus bonus tips!
