Find out everything you need to know about leading and managing people on this page.
If you are going to grow and scale your practice beyond you, then you will need to be able to lead and manage people.
Check out our articles and free resources to download below on how to get your people to step up and become superstars, even if you have never had any formal leadership or management training.
It’s 9pm on a Friday and you’re finishing a set of accounts you handed to a team member on Monday. Sound familiar?
That’s upward delegation, and around 75% of business owners struggle with it. This article explains why your team keeps handing work back to you (spoiler: you trained them to), why rescuing them feels so good, and four coaching questions to ask so that the problem remains with the team member who’s responsible for it.
Read this if you’re tired of doing work you thought you’d already delegated.
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You’ve rehearsed the conversation in the car, in the shower and again at 2am. But you still haven’t had it.
Being “too nice” may feel kind, but it’s costing you. How? Because people who put up with unresolved friction at work are twice as likely to be job hunting within a year, and it’s usually your best people who go first! This article shows you how to set boundaries that hold, give feedback people can act on using the SBO model, and set clear standards so performance stops being an issue.
Read on if you’ve been putting off a conversation.
You spent a weekend on your 3-year growth plan and presented it to your team, and…they just stared back at you. Two months later, it’s the same old, same old.
Fewer than one in three employees feel strongly connected to their company’s mission, and you’re the biggest influence on whether your team comes with you. This article explains the difference between compliance and commitment, how you might be switching your team off without realising it, and how to get real buy-in.
Read on to take the 3-Week Test and find out whether your team is committed or just going through the motions.
Nobody sets out to build a toxic culture. But the way you react to bad news, what you reward and what you let slide are shaping yours right now.
MIT Sloan research found toxic culture predicts staff turnover over ten times more strongly than pay. This article explains how culture forms in an accountancy firm, the warning signs to watch for, why one bad apple can take your best people with them, and three simple ways to help your team own problems instead of hiding them.
Read on if your firm has started to feel less like the place you set out to build and you want to fix it.
When did you last spend an evening doing work your team could have done?
Most accountants were never taught how to delegate, so they do everything themselves. So much so that, statistically, they spend around 11 hours a week on admin, which is double the time they spend growing the business. This step-by-step guide shows you how to audit your week using Red, Black and Blue work, what to hand over first and what to keep, how to brief your team so the work comes back right, and the simple controls to put in place that will help you sleep at night.
Read this if you’re ready to stop being the practice and want to start leading it.
Get back in control of workflow by getting team members to fill in this free (unbranded) end of week report.
Not sure how to fix your team to get it to work together better?
Download your copy now of our team effectiveness review to pinpoint exactly what you need to do to fix it.
Download our ultimate New Employee Onboarding Checklist to make sure that your new hire feels really welcome and gets up to speed quickly.
Use it to ensure that you don’t overlook important tasks when onboarding a new team member. We also included thoughtful details to delight your new employees!
In the masterclass recording you will discover:
1. How to use the red/black/blue model to claw back time to work ON your practice.
2. The three mindset shifts you will need to make if you are going to reduce the demands on you from your staff and clients.
3. Tips and techniques to be ultra productive and work at peak level.
4. Three things you must do to minimise interruptions from your team and your clients.
Not sure how to get your team to take initiative and speak up?
Then download your free copy now of our psychological safety checklist to pinpoint exactly what you need to do to fix it.
2. The no-confrontation way of having a conversation with a low performer to get them to shape up or ship out
3. The insider track on how to make sure you don’t just recruit in the right people (and not buy duds), but also get them up-to-speed quickly. (So, avoid having to turn around low performers in the first place)
4. The essential items you need to have in place to quickly, ethically and legally sack a low performer, with minimal risk to your firm’s reputation
Answer the questions and we’ll send you a personalised report to show you the areas you need to focus on to grow and scale your practice – the low stress way. Our assessment has been tried and tested by 100s of owners of small accountancy, fractional FD, bookkeeping and tax firms.
In the assessment you’ll look at the 11 key areas that will make or break the growth of your firm. One of the key categories is getting the pricing right as part of your business model.
This is an in-depth and thorough assessment… so pop the kettle on, grab a hot drink before you get started.
Yes, it’s a little intense… but isn’t anything worth doing, worth doing properly? And if the answers were easy to find, you’d have found them already!
This Assessment has been designed to show small accountancy/bookkeeping/tax/Portfolio FD firm owners who want to grow and scale their practice their blind spots and provide instant, actionable steps on how to improve.
Click on the individual images below for curated articles, free resources and inspiration
to help you with your specific challenge to grow and scale your firm. inspiration to help you
with your specific challenge to grow your firm.
