The why and how of managing client expectations

The why and how of managing client expectations

When I was a senior accountant in business services, one of my managers shared with me some tips which were some of the wisest words I have heard. He talked to me about managing expectations. It made a big difference to how I interacted with clients and colleagues...
Three models to help you set goals

Three models to help you set goals

In a recent article Is goal setting useful? I shared some of my research on the pros and cons of goals. In that I promised to share three models for thinking about goals. If you read the earlier article you may recall the conclusion that there is enormous value in...
Where do you do your best work? (And why is that so?)

Where do you do your best work? (And why is that so?)

Have you ever stopped to ponder this question? Two things have prompted me to do so: The obvious impact of COVID which has found people working in different physical spaces to where they might normally work; and Renovations at home mean I am temporarily out of my much...
Is it time to have “special projects leave”?

Is it time to have “special projects leave”?

As an accounting firm coach, consultant and mentor I am privy to many shareholder agreements. Some incorporate a form of long service or sabbatical leave for owners on some sort of a cycle. Good idea. I’ve recently had a client try the idea of what they ended up...