January 2, 2024

How to Crush it in 2024!

How to Crush it in 2024! Of course, the topic of NY resolutions will be a buzz over the next few weeks, with everyone claiming to […]
March 13, 2023
effectively-market-cpa-practice

How to Effectively Market Your CPA Practice

How to Effectively Market Your CPA Practice Firstly, I would like to point out that no matter how much amazing advice practice owners receive about marketing – […]
March 7, 2023

How to Position Yourself as Partner to Your Client?

How to Position Yourself as a Partner to Your Client As I am frequently asked by practice owners about how to be more proactive and adopt more of […]
February 23, 2023

7 Common Hiring Mistakes CPAs Make!

7 Common Hiring Mistakes CPAs Make! If you’re sitting there thinking of all the unfinished work you’ve got going on, or you dread coming back from […]
July 10, 2022
How To Correct Your Staff

How To Correct Your Staff?

How to Correct Your Staff A very widespread issue among business owners of all types is – they just don’t know how to talk to staff when there […]
October 18, 2017

Are You Feeling Chained To Your Practice?

Is your Practice in Phase I or Phase II? Firstly, a couple of definitions: “Phase I” refers to the state of a practice where the owner […]
October 18, 2017

How to Price Tax & Accounting Services?

Many practice owners do great at getting organic referrals from their clients. Some have even grown their practices via this type of word of mouth alone. […]
October 18, 2017

What is the Test of an Entrepreneur v Practice Owner? 

Entrepreneurs have 90% of their attention focused on the top few lines of their income statement rather than on cost cutting. That is one of the […]
October 18, 2017

New model of Presenting Bundling & Billing for Client Services:

The bundling of services model involves engaging clients for more than bare minimum services. Practice owners know what business clients really need because, as with any area […]
October 18, 2017

Want to Develop more Business Consulting services for your Clients? 

The US Bureau of Labor Statistics says the demand for small business coaching industry is expected to grow by 83% in just the next 3 years. […]
October 18, 2017

How to Close More New Clients!

One of the most difficult objections practice owners (or any business actually) face in delivering their services is people who say “let me think about it”. […]
October 18, 2017

Five Reasons Why it’s a Good Idea to Grow Your Practice!

Most practice owners know they need to engage in marketing their practice. However, the first step to being able to market your practice, is to first […]
October 18, 2017

How Not to be Just Another Commodity?

We’ve all heard of content marketing, right? The importance of giving our clients information they can immediately use to better their situation – in this case, […]
October 17, 2017

Do Your Clients Get MORE than they Expected? 

There are many different levels of service that can be provided to our clients – from bare minimum to good exchange, all the way to giving […]
October 17, 2017

Sales – Too Pushy or Too Passive?

Something many struggle with is hitting the right balance between ensuring the client understands the need for their services and – coming off like a pushy […]
October 17, 2017

Time = Money. Want more time?

We know that “time” is a very poorly understood subject – because highly successful people have the same no. of hours a day as everyone else. […]
October 17, 2017

Is Your Practice Running You?

Are you running your practice or is it running you? Up against yet another deadline? Overwhelmed by client demands? Having consulted thousands of accounting practice owners, […]
October 17, 2017

Your Post Tax Season Analysis:

Firstly, congratulations on completing yet another tax season! Whether it’s your 2nd or 3rd or your 45th one, we all know it’s a major undertaking every year and now […]
October 17, 2017

Marketing Your Practice – The Second Opinion Strategy:

Most practice owners provide a complimentary consultation for new client prospects. Some take this a step further and provide a Second Opinion. In other words, they […]
March 6, 2017

How Motivated are you?

  There may be many levels of motivation for people, but the two I want to focus in on today, are a) duty and b) money. […]
March 6, 2017

Is Business Planning Really all that Important?

  I know we’ve all been told that if we want to be successful, it starts with a good Plan, and I am not here to […]
March 1, 2017
Dental Receptionist answering phone

Increase your Schedule by 30 – 50%!

Here are some scenarios that I have encountered where implementing a key change in how a dental practice scheduled resulted in 30% to 50% increases in […]
July 4, 2016

What you need to know about Phase Two “Lost” Income Analysis:

    A Holistic Analysis of your Practice: Busy doctors don’t have time to analyze their practice fully and properly with a heavy patient load. Nor […]
March 12, 2016

Contact Us

How to Correct Your Staff

A very widespread issue among business owners of all types is – they just don’t know how to talk to staff when there is an issue.

As consultants – we are asked for help with these staff issues all day every day. Here are some of the many issues we help our clients resolve on a daily basis:

  1. A new staff member who is butting heads with their manager and attempting to make her look bad to the owner.
  2. A staff member who, when assigned work, practically re-assigns it back to the owner by asking so many questions that the owner might as well do it himself.
  3. A staff member who is making the same mistakes and not improving.
  4. A staff member who is upset she did not make the threshold for a bonus in a practice where the bonus plan is objective and not discretionary.

  5. A marketing assistant who is sitting on projects and not turning them around.
  6. A bookkeeper who is rude to clients.
  7. A tax preparer who would not meet the overtime hours required during tax season. 

Most (not all) practice owners, when faced with situations similar to the above, do one of two things:

  1. They ignore the issues and let them continue for a very long time, hoping the staff member might eventually change/improve.
  2. They fire the person. This second option, in our experience, however, is far less commonly used!

The Problem with Doing Nothing

The worst thing always of course– is to do nothing. So, owners who take step two above i.e. fire the staff member, are at least doing something! And thus, wind up in a much better situation than those who do nothing. However, a more ideal scenario in order to address staff issues, is to be willing to communicate to the employee – though not of course when you’re angry and upset about it – as that will worsen the situation.

Otherwise, the problem is that unhandled staff issues cause incredible pain – both psychologically & financially to a business owner.
There is, for example, the following: 

  1. The demotivation that comes with it – i.e. it’s hard to be pumped about your practice if you have a problem person in your ranks.
  2. The stress of working with people you are not on the same page with, just makes your life a misery.
  3. Getting to the next level in your business becomes very difficult as there are enough challenges to conquer without the additional problem of someone who not on the same page.
  4. To the rest of the team, you look like a bad leader – one who permits a negative situation to linger without addressing it.
  5. Good staff don’t want to remain in an environment that is negative, stressful, and unfair. Why should they perform if others don’t, and are permitted to get away with it?

In fairness, CPAs and EAs don’t receive any management training. They just have whatever God-given communication ability they were born with to tackle these issues.

Some owners try to talk to their spouses about the ‘problem person’ – with mixed results and often the spouse also feels angry about the situation, and does not therefore have the ability to suggest a neutral way to handle it.

The Right Approach

The best approach when dealing with difficult employees is:

  1. To address these issues after you stand back and figure out the best approach, not when you are frustrated with the person.
  2. Think of some positive attribute the staff member has. If you don’t, it will be impossible to communicate without some nonverbal animosity coming across.
  3. It’s best to use a form of communication, that involves asking questions e.g., in the case of the staff member who was butting heads with her manager – the owner could say – “I notice that there is some tension between you and X – and I’d like to help. What’s happening?”
    Now you can ask questions of course in a demeaning, offensive way – and we don’t obviously recommend that. Instead, the type of questions you want to ask are positive, open, and non-judgmental. Most owners find role-playing these scenarios with us beforehand, very helpful.

The main thing (and this is easy to forget) is that the job of a leader/business owner is to grow the team and then it’s actually the team that grows your practice

Most owners are instead trying to grow the practice, from their own desk, and as productive and capable as they often are, there are serious limitations to how much they alone can achieve in terms of significant growth. They wind up getting completely overwhelmed and stressed out. There is a large payback to learning how to talk to your staff – so you can get high production, cooperation, and contributions from your team – in order to have a growing fun and positive practice!

Are you ready to tackle staff issues head-on? Need some help? We guide business owners every day to help them resolve employee-related problems and achieve success. Schedule a free consultation today. 

July 10, 2022
How To Correct Your Staff

How To Correct Your Staff?

How to Correct Your Staff A very widespread issue among business owners of all types is – they just don’t know how to talk to staff when there […]