Posts by Tamera Loerzel

Anytime, Anywhere Work™ Survey Says Measure Differently to Flex Time

In the recent IPA/ConvergenceCoaching Road to Retention survey, an astounding 60% of the over 723 young accounting professionals we surveyed said the element of work they least enjoy is the hours.  As firms continue to move towards a flexible work environment, one of the biggest challenges is around this “time” paradigm. For instance, while 97%…

Read More

Referral Relationship Basics – and a Fresh Idea!

As firms seek to cultivate growth, referral sources continue to rank at the top of the list for developing new client opportunities. Referral relationships take time to mature and develop, and are built on a foundation of trust that we tend to protect like a parent protects their children. Because we hold referral relationships so…

Read More

Failure is Not Fatal

Although, it feels like it sometimes. Sometimes we have high hopes and expectations and we’re working our plan for our career or organization – then, suddenly it comes to a halt because of a mistake we make or some other unforeseen circumstance occurs. “Success is the ability to go from failure to failure with no loss…

Read More

A Winning Culture is an Intentional Culture

“People will typically be more enthusiastic where they feel a sense of belonging and see themselves as part of a community than they will in a workplace in which each person is left to his own devices” ― Alfie Kohn, Author Your firm’s culture is the essence of its being and the way it feels to work…

Read More

Counter-Intuitive Must-Dos To Manage Time And Reduce Stress

Inhale deeply through your nose, hold for a few seconds, and exhale completely. Inhale deeply through your nose, hold for a few seconds, and exhale completely. Repeat a couple more times and then notice how much quieter your mind is and how much more relaxed your body is. This tried and true stress buster works!…

Read More

Do You Know What Your Clients’ Silence Means?

When I teach topics like deepening client relationships and delivering exceptional client service, I discuss the importance of proactively meeting with clients outside of your regular engagement to further your relationship, identify any potential service issues and uncover new opportunities to add value. Participants nod their heads in agreement and some even approach this discussion…

Read More

Reluctant Leadership?

Partners often tell me that one of their number one succession concerns is who will ascend to partner.  The perception is that “there is no one interested in becoming a partner these days.”  Yet, when I talk to managers and senior managers (and even staff!), they are interested, but they don’t really know what means…

Read More

Two Simple Questions To Ask Your Clients

Every CPA we meet is committed to delivering exceptional client service. However, it’s easy to get caught in a transactional rut working on client engagements and miss the opportunity to spend a few minutes on your relationship with each of your clients.  Since client retention has consistently been one of the top five issues for…

Read More

Five Ideas to Grow the Top Line

While I’ve been working with firm leaders in retreats and coaching calls this past year to ensure they have an engaging culture that retains and develops their best and brightest people, we have also been focused on growing the top line so that firms offer growth opportunities and have room to make new partners. Below…

Read More

What Will You Keep, Stop and Start In 2014?

My mom asks me every New Year’s what my New Year’s Resolutions are.  I typically have a hard time setting them – even the old standbys. As I contemplate resolutions for the coming year, I’m reminded about a question that my partner, Jack Lee, asked in one of his blog series on goal-setting: “My question…

Read More