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How do I stay connected to the team and get to know them better?

A coworker of mine (not naming any names but rhymes with “baron sleigh turn”) mentioned she once had a job where they exchanged secret Santa gifts.  She received a pink coffee mug filled with chocolates that said “I love chocolate” on the side. Sounds nice eh? My coworker hates pink and barely likes chocolate.   So […]

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How to record a video for your clients (or anyone) during coronavirus time

(A 10 point guide) Think of that question everyone keeps asking you Pull out your phone Hold it in front of your face Hit record Start talking Say everything you need to say on the subject, and then stop Press stop Hit the share button, and choose the social platform you use the most (or […]

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How and where do I share my Zoom webinar recording?

Many of you accountants are (and you never imagined THIS before the current climate!) running Zoom webinars for your clients with helpful information about COVID-19 (or more specifically all the rules and regulations – or lack thereof – in relation to this crisis). Now you want to share that recording. Here are a few tips […]

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How to keep up team morale during difficult times

Phew.  What a long year this week has been! Do you feel me? Accountants we talked to this week are tired, with the weight of their clients hanging heavily on their shoulders.  You have a dual burden of aching and longing to help ALL the people coupled with the global anxiety of the world and […]

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How remote working will test and prove your firm’s values

So everyone is working from home now and there are so many tips. So much advice being given about how to use this well and how to manage your team and what apps to use and what tech to use and how to make sure you stay productive and keep the enthusiasm high and replace […]

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On the power of rest in the new temporary-normal

There’s a lot out there about how to “use” your coronavirus time. Or your quarantine time. To rise to the challenge, be strong and valiant, own this and crush this and win win win. Last week I was feeling that a bit. I thought “My business is already remote, so this is business as usual”. […]

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How to (and not to) write an email about COVID-19 to your clients

Okay, raise your hand (virtually and from a distance) if you’re already sick of all the COVID-19 emails. And the coronavirus emails. And the “we thought since times were tough you might want to look at OUR company” emails. Fortunately I haven’t gotten too many of the latter, but I know some of you have. […]

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From cloud accounting software to making tax digital, you don’t have to explain the technicalities of accounting to us. Let’s skip to the good marketing stuff.

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Free webinars from PF in June. Some of you are webinar'd out, but if you've been meaning to look deeper at marketing in this weird in-between zone... here you go. Topics: - Creating content to bring you ONLY the clients you want - The Marketing Map…

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