Rita Keller advises public accounting firms and accountants all over the United States. Traveling back to Ohio recently from a strategic planning session at a firm in Alaska, Rita had time to think about some of the issues common to firms regardless of their geographic location. Managing partners, partners, leaders…it’s your turn.

We all know how much CPA firm partners like to comb through data, survey their clients and often come up with reasons not to take chances. Internal surveys are the classic example. Too often internal team surveys are not being put into action. What’s being heard from the staff, by and large, is that while management has good intentions, they’re falling short on implementation. Says Rita, “The ship’s going this way. Listen to what your staff has to say and don’t let them think you’re not listening.”

Partners, also get out to talk to young accountants, especially for recruiting purposes. Involve them in “Lunch ‘n Learn” sessions, if you aren’t already doing so.

Managing partners need to have meetings with non-managers.  Take time to meet with them one-on-one over a coffee or lunch.

Rita advises, “The managing partner can no longer take the stance of saying they’re too busy–they must involve their people.”

Also, be sure to read Rita’s article:
What To Say When A Great Employee Quits