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 | Welcome to Our Newest Member
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Christine Langevin, CMA
iCOUNTING. Ltd
Oakville
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| Upcoming Events
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2020 Members' Morning
"Creating Workplace Violence and
Harassment Policies and Programs -
The New Provincial Laws"
Don Condon, LLB
Wilson Vukelich
Thursday May 27
9:00 am -1:00 pm
Old Mill Inn, Toronto
Cost: $100.00
Lunch Included
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| Communication DNA
By Bob Simpson
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 As tax
season winds down, you have now recently met with many of your clients. Have you ever wondered why some meetings go
really well and others seem like a struggle?
You know the kind where your client's eyes are visibly glazed over and
you know you are talking but your client just isn't hearing. Every one
of us has a natural communication style and a preference as to how we wish to
be communicated with. Most professionals
communicate using their natural style and are happy when they interact with
somebody who shares their communication style.
Unfortunately, there are a variety of different communication styles and
to maximize client engagement and satisfaction you need to understand each
client's communication style. There are
four major communication styles and each of us has a combination of the four
but with dominance in specific styles: - Goal
Setting Focus
- Lifestyle
Desire
- Stability
Need
- Information
Need
Click here for full article2020
Canada has arranged with Financial DNA Canada for you to complete and receive
your Communication DNA Assessment at no charge, if completed before the end of
May 2010. 2020 Canada will use this
information to better communicate with you.
The process only takes about two minutes. Please click this link to complete
your Communication DNA: |
| Client Newsletters
| | We have had numerous requests for an email newsletter with industry-specific content with the ability to add personal content.
BizActions provides the above in and effective and flexible suite of integrated tools. The newsletter can be used as an effective tool to both update information and generate new leads.
Please click on the link to see a sample of a newsletter designed for one of our 2020 members.
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 The
Canadian Innovator | Greetings!
"The single biggest problem in communication is the illusion that it has taken place." George Bernard Shaw
I suspect that you have had more communication over the last two months with your staff and clients than at any other time of the year. As you look back you will determine that some communication went well and some not so much. What made the difference? Bob Simpson in his article has provided you with an opportunity to do a quick survey to determine your own personal Communication DNA. You can use this tool to better understand yourself and look for ways to improve future communication.
I believe it is quite customary to do a recap of tax season and determine ways to improve on the season for the future. When you determine what your goals are, you can utilize the six rules of thumb form the "Great Expectation..." article to communicate this information to your staff.
Your clients are the other group you need to communicate with on a timely basis. One of the easiest ways to do this is through newsletters. Many of you would like to have one but do not have the time to populate it. We suggest you investigate BizActions which is a newsletter created for accountants and their clients. You have an opportunity to use their articles and if you want you can add some of your own content. Make sure you check out the sample newsletter created for Anthony Cusimano one of our 2020 Canada members.
As you plan for the coming months we wish you the "Best of Success' please click on the link to enjoy our new inspirational movie.
The Best of Success
Peggy
(I apologize that the new copy was not updated on the previous newsletter). |
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| Great Expectations
Leadership Wired
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A primary responsibility of leadership is to communicate expectations,
both with words and actions. When leaders carefully and consistently set
expectations, they engineer a flourishing work environment. However, when
leaders abdicate their duty to communication expectations, chaos ensues. Here
are six rules of thumb to follow as you set expectations in your organization. 1) Set them for yourself first Leaders must set the bar the highest for themselves. They must go first
and give the most. Leaders who demand more of their people than they do of
themselves quickly lose credibility with followers. However, leaders who commit
to taking the first step demonstrate their belief in the vision, and they earn
the right to ask others to follow. 2) Set them early
Have you ever boarded a train without being entirely sure if it was the correct
one? If so, then you probably didn't feel at ease until the conductor announced
its destination. Once you knew the route, you could relax and enjoy the ride. Uncertainty causes anxiety. People have an innate need to know where
they're headed. They want goals to guide them and targets to hit. By
communicating expectations early, leaders provide direction. People feel secure
when they know the plan and have a good idea of what the future holds. Click here for entire article.
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| Seven Stages of an Accountant
Don Nilson
reprinted with permission CMA BC
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"All the world's a stage. And all the men and women merely
players: They have their exits and their entrances; and one man in his time
plays many parts, his acts being seven ages."
Shakespeare
"As You Like It"
I always will remember Registration Week in first year Business School. My course program had to be
approved by the Undergraduate Director before I could run around and collect my
computer punch cards (for those who remember that era!) He never took the time
to look up from his desk, but studied my list of courses and was about to
initial his approval, when he stopped, looked up and said that I had not filled
in the section to do with my planned specialization. I replied that this wasn't
required until second year. He grunted, scribbled something in there and
initialed the paper. As I walked down the hallway, I read what he wrote in
scruffy handwriting: "Ac/ng". I thought there had been some grave mistake: he
had assigned me to a specialization in Acting!
And so I learned the First
Stage of being an Accountant - Ignorance
- I didn't even know what "ac/ng" was! When I completed the introductory
accounting course in first year, my desk-mate and I so hated the course that we
both swore an affidavit that neither of us would ever pursue accounting as a
specialization. Come second year... I somehow became an Accounting major (he
didn't! I lost the wager).
This is the Second
Stage of being an Accountant - Disbelief
- that this was now my path. Then, as I took a few more accounting courses over
the next few years, I decided that this wasn't all that bad, and maybe I would
become an accountant.
This is the Third
Stage of being an Accountant - the Possible.
The Fourth Stage - the Suffering - followed quickly as my
course load in my final years was laden with technical and difficult accounting
courses, including taxation, accounting theory, consolidations and auditing.
Then followed more suffering during my articling years - three years of
grunt-dom.... not knowing a general ledger from a text book, and stumbling
through three-page long bank reconciliations on my first audit.
Click here for the full article.
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I trust that as you wind down this tax season you will take some time to review what worked and what didn't. Talk to your staff and your clients so you can improve next year. Perhaps you need to do a survey to get some feedback from your clients -we can help you with that.
I look forward to the following months as we get
 re-aquainted via; phone calls, newsletters,webinars, and seminars. As always, we love to hear from our members, so please do not hesitate to contact us.
Sincerely,
Peggy Tyers
2020 Canada
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