Novice Manager Needs to Know: How To Do It All?

15 strategies for a first-time supervisor’s success.

Here at CPA Trendlines, Ed Mendlowitz answers some of the toughest questions practitioners can throw at him. He’s the right one to ask. After more than 40 years in the business – building his own practice, running the firm, and eventually selling it to a major regional firm, WithumSmith+Brown, where he remains a senior partner and consultant to professional services clients – he has the answers. We’re happy to have him at CPA Trendlines. Send your questions for Ed here, or chime in with Comments below.

Ed Mendlowitz CPA The Practice Doctor Q and AMore from Ed Mendlowitz, The Practice Doctor Q&A: Why No One Listens to You | Fun Reads for Busy Season  |  When NOT to Offer a Free Initial Consultation | Measuring Growth in Yourself, Staff and Partners  |  What Do You Think You’re Doing?  | Can You Teach Judgment?  |  Clients’ Calls At Home  | What You Need to Know before Expanding into Business Valuation |

Question: My boss asked me to call you.  I am a staff accountant with five years experience.  I am having a lot of stress trying to manage everything I have to do. I am juggling supervising people that I don’t know how to supervise, being managed less by those above me and having to figure out more for myself – including things I never did before or in industries I never worked on previously, keeping current with changes in accounting rules and taxes (since I am more like a generalist and clients ask me everything) never seem to have any free time, juggling my schedule because most of my clients are never ready when they say they will be and being accountable to my boss for everything I do plus what the staff working under me does. So how do I do it all? How can I prioritize all my responsibilities?

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