PRA2509. The Art of Alignment — Balancing Your Firm, Your Team, Your Clients, and Yourself

In the fast-paced world of accounting, maintaining harmony between your firm’s core values, team dynamics, client relationships, and personal aspirations is crucial yet often deprioritized. But even slight deviations off course can result in feelings of overwhelm, unhappy staff, mediocre clients, or finding yourself running a firm you no longer love.

Learning Objectives:

• Analyze how misalignment leads to team dissatisfaction and client attrition and the related health and financial implications.
• Identify subtle cues indicating misalignment within your firm, team, client base, and even yourself.
• Apply insights on how to align your firm’s values, synchronize team objectives, enhance client satisfaction, and foster personal fulfillment as a business owner.