10 Ways to Refocus on Firm Vision This Summer

business people meet in the woods

This time of year, most CPAs and accounting professionals are likely more focused on long days in the sun than long-term firm goals during the fleeting summer months.

But while it’s important to give your staff some time to relax and rejuvenate during the “off season,” summer is also an ideal time to refocus team efforts on firm vision and growth strategies, says Maureen Schwartz, executive director of global accounting association BKR International.

“Accounting deadlines are lighter in the summer, so it is an opportunity for CPAs to use their time to focus on items such as achieving the firm’s mission and growth,” Schwartz says. “In an ideal world, CPAs are doing this even through busy season, but a concerted effort by staff during the summer season is often the boost needed to move the firm forward, obtain new clients, and retain existing ones.”

BKR International provides these 10 tips to help firms inspire action and energy during the summer months:

1. Acknowledge successes

Without looming deadlines, teams can celebrate individual and team achievement with a party or fun activities built into the work day. Communicate how team member efforts make a difference to clients. This time also provides firm leaders with the chance to properly acknowledge the impact each staff member is making for the firm, through team development, client service, marketing and business development, and mentoring events.

2. Reinforce the vision

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About Deanna Arteaga

Deanna White

Deanna Arteaga is a professional freelance writer and public relations specialist who for the past six years has covered CPA industry trends for AccountingWEB. She also writes about CPA firm marketing, higher education and professional development for CPAs, and workplace trends in the accounting profession. She has more than 20 years of journalism and public relations experience, including her tenure as a former newspaper reporter in suburban Chicago where she covered breaking news, municipal politics, and state legislative issues.


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By Rajvir
Jul 17th 2018 13:46

Great article. As a young Chartered Accountant I could really use this to keep my firm on track.

Thanks (1)