Tips for big-picture thinking
A typical day for an accountant can be filled with endless small tasks. Those at the beginning of their career, in particular, can spend hours making their way through seemingly meaningless admin, sifting through email, and crunching numbers. It can be easy to get buried amongst a mountain of to-do items and feel as if no worthwhile progress is actually being made.
But an understanding of where everything fits into the bigger scheme of things is essential if you want to advance your career. Not only will this keep you motivated, but this ability to pay attention to all your firm's angles is a quality evident in the best leaders and managers.
If you're a partner of your firm you probably already see that every task contributes towards a much bigger beast. But you must remember not all your staff are in the habit of continually considering the bigger picture.
These strategies will help you or your team to see a broad view of your accounting firm’s goals, and understand where individual tasks contribute toward them.
Ask yourself what the client wants
If you’re playing a small part in a client relationship, think about what that client wants. Don't just consider the tasks that have been allocated to you, think about every action that needs to happen across the team to leave that client satisfied with your firm. You'll see that most of these tasks link together—relying on the successful completion of others to be worth anything.
Taking a step back will give you a greater understanding that your own tasks, no matter how small, will impact this client relationship far beyond the outcome of that individual task itself.
Break down your goals
Try breaking the big goals of your firm into smaller ones that are relevant to you personally. To begin, look at your accounting firm’s values. One may be along the lines of delivering outstanding service to clients at all times. Even if you don’t often speak to clients directly, this is something that can still apply to you. How consistently you meet deadlines, personably respond to emails and maintain a keen eye for detail will all impact the overall ability of your firm to provide this great client service.
Using this example you can apply measurable personal goals that relate to all the overall aims of your firm. You’ll soon realize that many of your tasks are vital pieces of a much bigger puzzle.
Take time to think
It’s amazing how often we put our heads down without ever taking a step back to think about what we’re working on and why. Fight the habit of methodically working through your to-do list without considering where everything fits in. You might find it useful to block out some time in your calendar once a week for this.

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