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VIDEO: Books That Impact Management

Posted By Administration, Thursday, July 12, 2012
Updated: Tuesday, October 30, 2012

2 minutes


Tags:  2012  Blog  Book Recommendation  Bruce Tulgan  Management  Sandra Wiley 

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Creating Work-Life Balance Within The Firm

Posted By Sandra Wiley, Thursday, July 5, 2012
Updated: Wednesday, October 24, 2012

This post was first published at

In your firm today, an increasing number of staff members – from the partner level to the administrative staff - are experiencing burnout, low productivity, dissatisfaction and stress related illnesses…due in large part to a lack of balance between their work and personal lives. It is time for your firm to look at how they can create greater balance between work and personal lives of the number one asset in your firm – its people.

This is not an easy issue to address, since what looks like balance to one person may differ for another because individuals have different goals, values and definitions of success. A good place to begin to understand the issue of work and life balance is with a common definition:

  • Having a sense that there is enough time in the day to effectively accomplish work-related tasks.
  • The ability to get through our daily work and family responsibilities without feeling drained.
  • Having the ability to participate in activities we enjoy on a regular basis.

At the heart of successful work-life balance is:

  • Accomplishment: getting the stuff we need to get done (and)…
  • Enjoyment: having the time for loved ones, fun, rest, exercise and hobbies.

Although the concepts of achieving balance are simple, actually creating a balanced life isn't easy; but it is definitely worthwhile.

Here are some steps to help you on the journey toward life balance. It's a process so don't look for "perfection" and remember to be patient with yourself.

  1. Begin your balance journey by figuring out what your values and priorities are. Yeah, I know; it feels like everything is a priority. Yet too often, our time and energy are spent on things that we don't really care about. Once you're clear about your values and priorities you can begin saying "no" to those things that move you further away from your values and priorities, and "yes", on to those things that are in alignment with your values. You can begin to structure your life in a way that supports the personal and professional goals you want to accomplish. Determining the goals you want to accomplish and the quality of life you want to live, will help guide you toward figuring out what balance looks like for you.
  2. Identify your balance "blockers". Balance blockers are those things that we either think or do that stands in the way of achieving balance. It's basically a perspective we hold about why we can't pursue balance-related goals. Some examples of blockers are:
    • Living for the expectations of others at work and at home
    • Consistently putting the needs of others before your own
    • Fear of change
    • Hung up on appearances
    • Perfectionism
  3. Balance your mind. The key to balance is all in your head. Begin to think differently! So many accountants feel guilty about focusing on work-life balance or they believe taking time out for themselves - away from work - is an unproductive use of time. I'll tell you what I tell my clients, GET OVER IT! Most times, we treat our cars better than we treat ourselves. What's the first thing we do when we notice our car is low on gas? We fill our tanks! Well, living a more balanced life is about filling your tank. Those initially cynical accountants who reluctantly committed to living a more balanced lifestyle now report that they are more relaxed, have more time for themselves and haven't sacrificed their jobs or their level of professionalism in the process!
  4. Create "non-negotiable" time blocks in your schedule at least 2 times per week. Non-negotiable time is personal time that you set aside for yourself that you absolutely cannot and will not reschedule, cancel or postpone…it's simply non-negotiable. Devote at least 30 minutes to these time blocks. Write the non-negotiable appointment in your palm or day planner as you would for any other appointment. You can use the time for anything NON work related. This time is set aside so you can focus on you. Go workout, get a massage, take yourself to the park…or do nothing! Just pick something that you'll enjoy. It may feel strange at first but commit to do this for at least 6 weeks…and guess what? You'll get the hang of it.
  5. Consider hiring a Professional Coach. When you're trying to achieve a more balanced life and everyone around you is being rewarded for working round the clock, it's tough to stay focused. The truth is making a change that will affect you personally and professionally can be challenging…even when the change will be positive. This is primarily because familiar patterns are hard to break. The bottom line is; we all need someone to talk to. Not a significant other, colleague or friend, but someone whose only job is to help you plan your career, manage your life and set goals to keep you on track. That is the job of a Professional Coach.
  6. Create a Vision. Having a vision of what you want to accomplish is a powerful tool to help you achieve any goal. Write down your vision of a more balanced and fulfilling life style. In creating your vision consider: If your life was more balanced than it is today…what would you have time to do? What would you no longer do? How would your career improve? What impact would a more balanced life have on your relationships and your quality of life?

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Collaboration And Leadership

Posted By Jim Boomer, Monday, June 25, 2012
Updated: Wednesday, October 24, 2012

This post was first published at

Collaboration and leadership. These two concepts are critical to the success of your firm and when you have both working in tandem you accelerate your firm’s results, profitability and growth. Yes, we need strong leaders at the top of the organization but strong leaders recognize they can’t drive success on their own. They build a strong leadership team around them and leverage members’ unique abilities by collaborating with them every step of the way. Below are four strategies your firm can take to build focused, cross-functional teams to improve collaboration and leadership.

Build Your Synergistic Team

The greatest leaders surround themselves with tremendous talent on their leadership team. The most successful firms include their functional department leads in their management teams. IT, HR, and Training & Learning all have a seat at the management table. This ensures that they know what is going on but, more importantly, it taps into their diverse knowledge and perspectives real-time during the decision-making process. Cross-functional collaboration takes place during the decision-making process rather than after the fact.

Align from the Start

The strategic planning process is critical to setting a roadmap towards achieving your firm’s most vital growth initiatives. A collaborative effort between all functional areas of the firm to develop the plan seems like the obvious process, right? Unfortunately, too many firms don’t choose that path. Instead, they work in siloes and fail to communicate the plan once it is developed. The path to up-front alignment in regards to the strategic plan lies in the involvement of the functional department leads in the process. They can’t be expected to develop a strategy for their respective department that supports the overall firm plan if they haven’t been involved in the process or even seen the firm strategic plan. 

Look Outside Your Organization

The best firms in our profession realize the wealth of information and experience that exists beyond the barriers of their own organization. They typically join one or more peer communities to gain outside ideas and fresh perspectives. They also recognize the importance of peer accountability in that it’s a lot easier to tell yourself and your team you didn’t accomplish something than it is to tell your peer.

Maintain Alignment

As your firm participates in peer communities and attends training or conferences, it’s important to maintain a collaborative mindset. You’ll often get a bigger return on your investment by having cross-functional attendance at these events. This allows for real-time reconciliation of diverse perspectives based on the same information. You don’t get this when each party attends their own event and then tries to resolve their differences back at the office. What you usually end up with is little to no buy-in and no execution.


The pace of change is increasing in our profession, in our country and in our world. No one can be expected to keep up with the changing environment of practice, technology, HR, tax, etc. issues. True leaders recognize this fact and recruit a network of talented individuals both inside and outside their firm so they have the best information possible to make the best business decisions to improve their firm’s performance, profitability and growth. They are truly collaborative leaders.

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