july2021 - 12

THE LEADERSHIP ADVISOR
How to Create a Comfortable
Return to the Office
MANY FIRMS ARE returning to in-person work, but it's not so simple as flipping a switch
and going back to normal. You have to be mindful of your customers' and clients' needs
and desires to create the safest and most agreeable experience for all.
When the CDC released its guidelines
for fully vaccinated people at the
end of May, it felt like the end of a long
chapter of changing regulations and
imperfect information about whether
offices should be open. Now, it seems,
we are in a place where we will only be
moving forward, rather than having
to experience another shutdown. But
an easing of restrictions isn't the same
thing as going back to normal as we
knew it before the pandemic. To make
a return to in-office work successful,
you can't throw caution to the wind
and attempt to reinstate all of your
old policies. Instead, you have to listen
to your team members and clients
before devising a strategy that works
for everyone.
In a perfect world, your entire
team would be vaccinated and eager
to get back to working in the office
every day. For the vast majority of
firms out there, that simply won't be
the case. Do your people actually want
to be in the office for 40 hours? Would
they prefer to wear masks regardless
of what the guidelines say? Will some
of them decide not to get the vaccine?
These are the kinds of questions you
need to consider before welcoming
everyone back. I've discussed reopening
before, but now the question isn't
whether to reopen; it's when and how
best to do it. While the answers to that
will be different for every firm, there
are some best practices you can adopt
in order to find the individual solution
that suits your business and people.
GAUGE EMPLOYEE
COMFORT AND INTEREST
Mandating a date for a full return
to work may seem like the surest
way to rip off the band-aid of
pandemic-era regulations, but it's
neither advisable nor what most
workers want to have happen. In
a situation like the one we're in,
you're much better served to dip a
toe or two in the water before diving
in. Even better is to ask your team
members if they are prepared to
return, to what degree they want
to return, and what rules they want
to have in place before doing so.
The easiest and best way to
understand where they're at is,
of course, to ask them. Creating
a survey will allow you to assess
where your team is at in terms of
enthusiasm to and identify what
people are worried about. Some
may want mask rules within the
office, while others will not want to
be in the office if they have to wear
a mask. You probably won't be able
to make a policy that is everyone's
ideal set of rules, but you're much
better off if you know where people
stand before trying to devise a plan.
RELY ON HYBRIDITY
If there's one thing we've learned
over the past year-and-a-half, it's
that we can get our work done
remotely. It may not be optimal,
it may involve a Zoom faux pas or
two, but if circumstances dictate,
we don't need to be in the office
to fulfill our roles as accounting
professionals. With that knowledge,
you can lean on the fact that not
everyone has to be in the office all
the time. You can leverage hybrid
work practices in order to both test
policies and allow people to work in
the way that's best for them.
It's not a bad idea to designate
12 JULY 2021 ■ www.CPAPracticeAdvisor.com
AMY VETTER, CPA.CITP, CGMA
Mindful Technologist &
Keynote Speaker
@AmyVetterCPA
a pilot group to return to the office
first, followed by allowing everyone
back at once. Relearning the
rhythms of an in-office day will be
difficult and come with some awkwardness.
You'll have to iron out a
few kinks before you are certain of
best practices. Similarly, you may
find that one or more team members
will prefer to remain remote for
the foreseeable future. How you'll
approach these situations is up to
you, but remember that you can use
in-office and remote work together;
it doesn't have to be all or nothing.
The same goes for clients. Many
will be happy to never set foot in
your office again, whether for safety
or simple convenience. Online
meetings are here to stay, and you
can utilize them even if your entire
team is in the office.
CHANGE COURSE
IF YOU HAVE TO
Nobody is saying you have to get
reopening 100 percent right the first
time. If you adopt a certain policy
and find it's making employees
uneasy, you can and should alter
your plans. We're all doing this for
the first time, so it's impossible to
foresee every potential sticking
point. Over the past year, you've
probably changed strategies several
times. Don't be afraid to keep doing
so until you find one that fits. ■
http://www.CPAPracticeAdvisor.com

july2021

Table of Contents for the Digital Edition of july2021

From the Editor: Getting Back to Work
Expand Your Practice with Advisory Services
Essential Steps to Transition into Advisory Services
Mindset Shifts That Lead to Positive Business Outcomes
How to Decide and Pitch Your Firms CAS Pricing
From the Trenches: Client Experience for Today – Client Advisory Services
The Leadership Advisor: How to Create a Comfortable Return to the Office
The ProAdvisor Spotlight: Enhancements to QuickBooks Invoicing Speeds Up Payments for Your Clients
The Labor Law Advisor: Where Have All the Workers Gone?
The Millennial Advisor: Dress Code 1, 2, 3
The Staffing & HR Advisor: How a Hybrid Work Model Can Help Your Team in the New Normal
Marketing Your Firm: 10 Content Development Hacks for Small Firms
Apps We Love: Books & Reading Apps
AICPA News: A Round Up of Recent Association News and Events
AI's Growing Influence Over CPA Services
Everything You Need to Know About LLCs to Help Your Clients
6 Effective Strategies for CPAs to Build Trust with Clients
Bridging the Gap: 4 Essentials of Process Improvement
july2021 - 1
july2021 - 2
july2021 - 3
july2021 - From the Editor: Getting Back to Work
july2021 - Expand Your Practice with Advisory Services
july2021 - Essential Steps to Transition into Advisory Services
july2021 - Mindset Shifts That Lead to Positive Business Outcomes
july2021 - How to Decide and Pitch Your Firms CAS Pricing
july2021 - 9
july2021 - From the Trenches: Client Experience for Today – Client Advisory Services
july2021 - 11
july2021 - The Leadership Advisor: How to Create a Comfortable Return to the Office
july2021 - The ProAdvisor Spotlight: Enhancements to QuickBooks Invoicing Speeds Up Payments for Your Clients
july2021 - The Labor Law Advisor: Where Have All the Workers Gone?
july2021 - The Millennial Advisor: Dress Code 1, 2, 3
july2021 - The Staffing & HR Advisor: How a Hybrid Work Model Can Help Your Team in the New Normal
july2021 - Marketing Your Firm: 10 Content Development Hacks for Small Firms
july2021 - Apps We Love: Books & Reading Apps
july2021 - 19
july2021 - AICPA News: A Round Up of Recent Association News and Events
july2021 - AI's Growing Influence Over CPA Services
july2021 - Everything You Need to Know About LLCs to Help Your Clients
july2021 - 23
july2021 - 6 Effective Strategies for CPAs to Build Trust with Clients
july2021 - Bridging the Gap: 4 Essentials of Process Improvement
july2021 - 26
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https://www.nxtbook.com/endeavor/cpapracticeadvisor/octobernovember2022
https://www.nxtbook.com/endeavor/cpapracticeadvisor/august2022
https://www.nxtbook.com/endeavor/cpapracticeadvisor/june2022
https://www.nxtbook.com/endeavor/cpapracticeadvisor/april2022
https://www.nxtbook.com/endeavor/cpapracticeadvisor/december2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/november2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/october2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/september2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/august2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/july2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/june2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/may2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/april2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/march2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/february2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/december2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/CPA_Practice_Advisor_November_2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/october2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/september2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/august2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/CPA_Practice_Advisor_July_2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/CPA_Practice_Advisor_June_2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/may2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/CPA_Practice_Advisor_April_2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/CPA_Practice_Advisor_March_2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/february2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/december2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/november2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/october2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/september2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/august2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/july2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/june2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/may2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/april2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/march2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/february2019
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