respect your staff … and vice versa.
by ed mendlowitz
call me before you do anything: the art of accounting
a new year has just begun. start it by getting and staying in control.
more: 20 best practices for staff training and retention | why create an accounting firm business model? | the clients who keep you awake at night | creating a cross-selling culture | cross-selling beyond your comfort zone | value pricing in uncharted waters | i am an accountant because of clients like stanley | advising cheapskates
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here are some ways to do this.
- keep desk clean.
- open postal mail and take care of, assign, file or toss it. neat piles become tomorrow’s mess.
- do the same with emails – open, take care of, assign, file or delete them.
- return (or have someone return) all phone calls with calls or emails. with emails you don’t have to ask about their weekend, vacation or sick pet.
- schedule work realistically and keep promises or let people know early on that a commitment cannot be met and reschedule it realistically.
- establish checklists, standardize procedures and make sure they are followed.
- your staff needs to report to you on schedule, meet deadlines, use the checklists and follow the procedures.
- partners and managers need to get back to staff with open items and answers to questions, and your staff’s schedules need to be respected.
- think and be orderly.
- be quick, open and frank with clients (or partners and staff) when surprises, errors or problems develop.