Wednesday, December 11, 2013

The 10 Habits of Happy CPAs

In my many incarnations as a Big Four auditor, a controller, a consultant, and a coach, I have met and worked with hundreds of CPAs. I can report that there are all kinds of CPAs out there: some tired, bored, flustered, bossy, loud, and some – why, yes – happy! My amazing discovery is not only that happy CPAs exist (which by itself is a pretty big deal), but that they are not singularly defined by industry, job title, age or gender. Rather, what sets them apart from the rest of the grouchy crowd is what they do differently.
Here, in no particular order, are the ten things that I have consistently observed happy CPAs do.
1. They nurture relationships. Contrary to the public perception of the accounants with their “nose stuck in the spreadsheet,” a CPA’s true expertise in accounting, audit, tax preparation, and consulting is all about people. By building and nurturing relationships, whether with co-workers or clients, CPAs can create a social and professional network that feeds their referral machine, supports their professional efforts, and helps them bounce back after a tough day.

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Source: Natalia Autenrieth (

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