Team Engagement - why does this matter so much in your firm?

Because when you have an engaged, motivated and enthuastic team, who love the work they do, they produce great work, meet deadlines, collaborate well, improve processes, come up with new ideas, stretch themselves and most importantly deliver great service to your clients.

Sounds perfect doesn't it?

And most people when they first start a job are enthusiastic, keen and looking forward to their new role, however extensive research shows that within 6 months 86% of employees have lost that enthusiasm!

Because maintaining the engagement of your team takes work.

In the blogs below you will discover some to the key areas to focus on when it comes to maintaining the engagement of your people including:

  • fairness, achievement and camardarie
  • psychologial safety
  • recruitment and retention
  • trust 
  • how to avoid social loafing
  • workplace culture 
  • purpose, vision and values 
  • learning and development
  • accountability 
  • growth mindset
  • processes and systems 
  • and much more...



Should you be holding your team to account?

How many times in your firm have you turned to another manager and said, ‘We need to start holding the people in our firm to account’? This is normally a reaction when something has gone wrong, a deadline has not been met or a client has been let down… When a member of your team falls short

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What should a healthy workplace culture look like in your accountancy firm?

In his book ‘The Advantage – Why Organisational Health Trumps Everything Else’, Patrick Lencioni states:More than anything else, values are critical because they define your business’s personality. If I asked you what the personality of your firm was, what would be your response? He also states that with the right values in place you will attract the

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Should the appraisal process in your accountancy firm work?

You may have been using the same system for performance appraisals for many years and, on some level, it may have worked for you… But would the answer be the same if the members of your team were asked what they thought about your firm’s appraisal system? There is a great deal of science surrounding the performance

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Use your brain the way nature intended in your accountancy firm

When you do more work and better work in less time you will better impress your clients, win more clients and grow your profits. Chances are, when your firm does more work and better work in less time, you’ll beat your competition hands down. So how do you increase your chances of winning? Use your brain the way

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Trust your team for success in your accountancy firm

The immediate need to work from home caused by the pandemic in March 2020 changed the way we all worked as a nation. For some working from home was a challenge, many had never done it before and been used to the daily commute and the 9-5 routine. Others had done it before, but on a very

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Don’t let social loafing suck the life out of your accountancy firm

Your people are capable of so much more. It’s not uncommon to be frustrated by the performance of people within your team. It’s OK to grind your teeth about how much more of a burden this puts on you, the partner or manager. What if I was to say when you install individual accountability processes in your

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Can a simple question make a big difference in your accountancy firm?

It’s so easy to get bogged down with the day to day business of just getting the job done. In fact, like most business owners you probably spend most of your day locked in meetings, on the phone, answering emails, dealing with issues from your team or clients. This probably leaves very little time for you to

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A 3-part pattern for successful change in your Accountancy firm

Change when successfully managed in your firm can lead to dramatic results. Results that right now will help your firm survive and thrive the uncertain future ahead. To achieve these results Jonathan Haidt, an eminent psychologist, suggests change works best when both the emotional and the logical sides of our brains are engaged He believes that the

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The DVLA, the unlikely pioneer of the business growth mindset

Recent advances in the study of the brain have shown the brain to be far more elastic that we previously thought. Research shows that every time you are pushed out of your comfort zone to learn something new, complicated, difficult and right at the edge of your learning capacity the neurons in your brain form stronger,

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A better work environment will bring rewards in your accountancy firm

How much better would your accountancy firm be if you could create the best environment and structure to get the best results from all your people? I’m sure within your team you have highly motivated, enthusiastic people… however it may be that even they need help finding the discipline and the structure to get things done. Let’s

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Solve conflict in your accountancy firm with these three truths

Think of a conversation with someone you’ve been putting off…. Got it… You know you should tackle a discussion with this person, but it never quite seems the right time. Or maybe you’ve had the conversation before and it has gone badly, or maybe you fear that talking about things could make the situation worse… So now

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Are you doing what you have always done in your accountancy firm?

We all manage change in our personal lives – leaving home, getting married, buying a house, moving jobs… these are all completely normal changes, although some of them are large and can be unpredictable. Our job is to manage these changes and the transition from something old to something new as smoothly and as positively as

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Time to stop hiring the wrong people in your accountancy firm

Hiring the right employees can make or break your accountancy firm. The recruitment process is stressful – you already know this. You and your firm’s reputation can succeed or fail based on your selection. It’s clear that interviewing is a time-consuming process which can distract you from the day-to-day job of running your firm. Do you have a

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Review your client list to change the future of your accountancy firm

When was the last time you reviewed your client list? The full list… When you look closely at it, you’ll see an imbalance The chances are that 20% of your profits will be generated by 80% of your clients… It might be slightly less, it might be slightly more – but the imbalance will be there… Look at how

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Conflict makes for productive internal meetings in your Accountancy firm

Are your firm’s internal meetings as productive as you’d like them to be? Internal meetings within your firm should be designed to help you make or implement decisions. Productive internal meetings should help you move your firm forward and grow into a firm you’d be proud to own and run.But remember the meeting is not

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Fail to build the initiative of your team and you fail to build your accountancy firm

The definition of initiative:  the power and ability to follow a task through energetically and show enterprise and determination in performing the task. Good stuff, don’t you think?‘power and ability’‘follow through energetically’‘enterprise and determination’Would your accountancy firm be more successful, more profitable and more exciting to work in if these three things showed up in more

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Stop poor performance from holding your firm back?

The success of your accountancy firm relies heavily on the performance of your team. If they underperform, so will your firm. Employee satisfaction is key in any business, and when employees are not satisfied with their job, they lack enthusiasm for the day-to-day work they are doing and therefore lack enthusiasm for the business for which

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Have well-structured accountability conversations in your accountancy firm

When a colleague lets you down, misses a deadline or agreed target or gives you less in their performance than you were expecting, what do you do?Say nothing – the poor performance carries onSpeak up, holding them to account and possibly create a conflictHaving this accountability conversation isn’t easy – it’s awkward, uncertain, uncomfortable and

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Have well-structured accountability conversations in your accountancy firm

When a colleague lets you down, misses a deadline or agreed target or gives you less in their performance than you were expecting, what do you do?Say nothing – the poor performance carries onSpeak up, holding them to account and possibly create a conflictHaving this accountability conversation isn’t easy – it’s awkward, uncertain, uncomfortable and

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Throw smaller, heavier balls in the air in your accountancy firm…

‘Deep practice’ (training intensely and right at the edge of one’s capability) in sport is expected for the athlete to be the best they can possibly be. However, in the world of business the commitment to training people using ‘deep practice’ is often avoided as it is viewed as costly both in terms of time and

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How to influence the difficult people in your accountancy firm…

How do you influence the behaviour of some of the most challenging people in your team? For success, you must influence a change in behaviour of the few people in your business that are holding you back. This is not simple. It’s complicated and it takes time… You run a successful accountancy firm…now you want it to grow…

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Should your team be delivering more for your firm?

Wouldn’t it be great if you could get more out of your team? In fact, you probably know you should be getting more from them. You also know that some of them, when teamwork is involved, work much harder than others. How do you ensure consistency across your team? To get the best from them, your people must

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The skills to handling difficult conversations in your Accountancy firm

There are specific skills to handling a difficult conversation well, however in the heat of the moment it can be hard to maintain the level of focus required to manage those skills. One way of dealing with this challenge is to prepare well for the conversation and setting out with a clear purpose in mind. Making notes

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Follow the bright spots in your Accountancy firm for successful change

Here’s a great story about change involving a man called Jerry Sternin, the principles of which can be applied to your accountancy firm… Jerry arrived in Vietnam in 1991 with his young family. His remit from ‘Save the Children Fund’ was to transform the lives of millions of severely malnourished children living there. Jerry had very little

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How can ‘Kaizen’ positively influence the success of your Accountancy firm?

How does change happen within your firm? It is through several targeted initiatives or part of your everyday work? Your firm’s success depends on your ability to constantly improve what you do and how you do it. The Japanese call this ‘Kaizen’ – constant improvement. The word translates to mean change (kai) for the good (zen). Businesses that follow that

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What happens when you interview and recruit the wrong people in your firm?

Like many partners or senior managers, do you find the recruitment process in your firm a lottery? For your firm’s success, it’s critical that every person is right for their job. But how can you ensure you’re hiring the right person for the right job? Do you use a specific recruitment process? If you treat recruitment as just another

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Change the culture of your Accountancy firm by taking appraisals seriously.

You know your firm’s performance will improve when the skills, knowledge and abilities of your people improves. And if, as a partner or senior manager, you’re convinced about the value of a structured appraisal process to your firm, then you must get wholeheartedly involved in every review until they become part of the culture of your

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Avoid the pitfalls of natural decision-making in your Accountancy firm

You might have been lucky in the past and made successful decisions without following a proven process. However, should you leave the future success of your firm simply to chance? Without even realising it, our natural decision-making process has natural flaws… One of these flaws is creating just 2 options, thumbs up or thumbs down. This creates a narrow

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Delegation – make time to start doing it in your firm…

Delegation – something that nearly every partner or manager talks about doing, but rarely does well. How many times have you said to yourself or to one of your team ‘I need to delegate this task’ or ‘I shouldn’t be doing this really, someone else should’? Yet, you end up doing it – every single time. Why? Because there

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Make your accountancy firm’s internal meetings matter

How do the internal meetings that happen within your firm make you feel? Are you concerned that they seem to be ineffectual, unnecessary and only happen by habit? According to a 3M Meeting Network survey of managers, 25-50 percent of the time people spend in meetings is deemed as time wasted. Effective internal meetings should result in collaboration,

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The truth is out there – difficult conversations in your firm

Like Mulder and Scully from the X-Files, we all know the truth is out there! Mulder based his belief on his gut, how he felt and his previous experiences. Scully based hers on science, facts and something real and tangible. In fact, for the truth to really be fully recognised you have to have a little

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How do accounting firms recruit and keep the best people?

Every accounting firm I have ever worked with would like to hire a superstar or two (or more). I’ve lost count of the number of firms that see a transformation of results when one or two high-quality people join the team. Similarly, I’ve seen the grief, stress and lost profits that follow hiring the wrong people. The only

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A simple appraisal process for your accountancy firm

Managing employees’ performance reviews is an integral part of the work that all managers must undertake throughout the year. When did you last conduct them? How did they go? Performance reviews are as important as managing financial and other resources of the business, but do you treat them like this? ‘Just getting them done’ will not create the

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Identify and eliminate flawed decision-making in your accountancy firm

Life would be a lot easier if we just knew how to make good decisions, but research shows we all make a lot of bad ones. Improved success in your firm requires better decision-making processes. The chances are your natural decision-making process is not something you have given too much thought to… however, the chances are you

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Do your accountancy firm’s internal meetings lack clear purpose?

Internal meetings are the lifeblood of every business. Many people view them as the way people within the business communicate, a place where all the decisions are made, and the most important issues of the moment are decided… However, in reality this is not always the case… How many internal meetings have you attended this week that have

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Embrace inevitable change to grow your accountancy firm…

In our personal lives, we generally manage change in a way that is achievable and realistic. Who would plan for a big wedding to be held only two weeks after the engagement? Who would buy a house that was unaffordable or move in if it was not ready? We manage and plan these changes to ensure maximum success,

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This simple appraisal form can help grow your accountancy firm…

Does anyone really relish the idea of appraisals or performance reviews? Probably not, but the benefits of using performance reviews to improve your people’s skills, performance and abilities cannot be denied, provided everyone in your firm takes them seriously.             And if you repeatedly improve your team’s skills, knowledge and capabilities, you’ll

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An effective appraisal system for your accountancy firm

Positive, constructive appraisal processes with clear goals and parameters can work brilliantly in your accountancy firm. Done right, the process can be a success for even the smallest firms, all the way up to multinational corporations! But where to start? First, it’s really important that your appraisal process suits the culture of your firm.Read here how you can

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