Back to back meetings, projects, emails, and unscheduled calls are all part of an accounting professional’s day.
I know when I let the day happen to me with a flurry of these types of activities, it’s unlikely I get to any of the important work on my desk–it’s easier to kick the can down the road and deal with it another time.
But when we neglect the important work, it catches up with us at some point. And I’ve learned the hard way.
Here’s a suggestion for you that I’ve learned from trial and error: plan your day, week, and month and experience what it’s like to take ownership of your schedule.
At the beginning of each month, in a calendar view, write down key dates, projects to be completed, and your goals for the month, both personally and professionally.
At the beginning of each week, preferably Sunday evening before your workweek begins Monday, do the following: reflect on the previous week and how you’ll improve, write down one personal & professional goal, and the 3-5 projects that must be accomplished this week.
The daily view is where the hard work starts. The monthly and weekly planning helps set the boundaries. You know the key goals and projects, so now it’s time to plan your day accordingly. Including the following in your daily planner:
We’re busy professionals and burnout in our industry is a real concern. Practicing self-care is a must-do activity, and it belongs in your planner. Add overarching self-care goals, such as meditation, exercise, or diet for the month/week/day, and make sure to schedule in your daily planner.
Your planner is a great place for reflection on how our days, weeks, and months went. Ask yourself, what’s going well for me right now, what am I grateful for, and how did today go?
Industry experts say the “Great Resignation” is on the horizon as people make their way back to the office. The good news is that there is a way to prevent this from happening in your organization. Here are three ways you can avoid the “Great Resignation:”
If your firm was like most in the United States, you started working remotely in mid-March 2020. Now, 15 months later, employers and workers are reflecting on their time working remotely. What did we learn about ourselves and what we need as individuals? Hopefully, we learned a lot about what we want out of work and life in the future.
Most public accounting firm leaders have come to realize that firms today exist in an environment of differentiation and specialization. It is no longer effective to send a message to the market that “we provide quality tax, audit, and assurance services.” This generic message simply does not resonate with potential clients because every firm can make that claim. It is not a winning statement that leads to a valuable client relationship.