Jack Lee

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Jack Lee

About Jack Lee

Jack G. Lee III, CPA is a partner of ConvergenceCoaching, LLC, a national consulting firm dedicated to developing leaders and transforming teams through coaching, practice consulting, strategic planning and learning and development. Jack brings proven leadership and business development capabilities and is committed to delivering comprehensive solutions to help our clients grow and succeed.
Oct 23 2019

Becoming Replaceable

2019-11-13T12:01:46-06:00October 23rd, 2019|Succession|

In the past three months, I’ve become a grandfather (twice!), celebrated my 61st birthday, and taken on the role of Director of Men’s Ministries at my church.  Taking on this new role was included on my “possibilities” list discussed in my June 2018 blog, Keeping seems easy.  Stopping is hard.  Starting even harder. I accepted [...]

Sep 9 2019

Working Through Complacency

2019-10-10T11:41:44-05:00September 9th, 2019|Leadership, Personal Development|

Perhaps you’d like to hear a familiar story?  Once upon a time following April 15th, I committed to delivering my extended client tax returns this summer rather than enduring another stressful busy season in September and October.  I also started a home improvement project and a summer exercise program with whole-hearted enthusiasm.  So how am I [...]

Jul 10 2019

Mindset: A Shackle or Key to Success?

2019-11-01T16:25:47-05:00July 10th, 2019|Leadership, Personal Development|

For at least 8 or 9 years, I’ve been learning, writing and coaching about goal setting and goal achieving – about what is needed to get the job done and what gets in the way.  Along the way I have discovered and written about these “Goal Setting 101” fundamentals: Goal setting is a Quadrant II [...]

May 8 2019

Getting Re-Started

2019-11-01T17:16:18-05:00May 8th, 2019|Leadership, Personal Development|

Many of us made “non-negotiable” plans as we entered Busy Season 2019 to remain focused on our personal leadership goals – no matter what. And to be relentless in not allowing Busy Season to be a “steamroller” on each of us personally and the important people in our lives.  Even so, possibly due to the [...]

Mar 20 2019

You Set Your Goals, Then Busy Season Happens…

2019-03-20T12:13:55-05:00March 20th, 2019|Leadership, Personal Development, Transformational Leadership|

Accounting and tax professionals call this time of the year the “busy season.”  But since we’re chronically busy year-round, shouldn’t January through April actually be referred to as the “busier season?” One thing I know for sure:  when it comes to working and progressing on our personal and professional goals, busy season is an obstacle that must be overcome. [...]

Aug 30 2018

Difficult Conversations You Must Have

2018-08-30T08:39:47-05:00August 30th, 2018|Leadership, Personal Development|

The world is full of conflict.  We are surrounded by it 24/7. Sometimes we see it clearly, while other times it is more “under the surface.” In all human interactions and relationships, there is some level of conflict that drives the ongoing need to have difficult, uncomfortable, sometimes even painful conversations. Here are just a [...]

Jun 21 2018

Keeping seems easy. Stopping is hard. Starting even harder.

2018-06-21T09:50:28-05:00June 21st, 2018|Leadership, Personal Development|

“Keep, Stop, Start” is a useful format or formula for analyzing and evaluating any job, position, project, process or venture, or anything you’re doing, playing, possessing, owning or working on in your life.  For ease of discussion, let’s simply refer to all of these as your “things.” Keep, Stop, Start is a handy way to [...]

Feb 7 2018

You Set Your Goals, Then Busy Season Happens…

2018-02-07T10:56:14-06:00February 7th, 2018|Leadership, Personal Development, Transformational Leadership|

Accounting and tax professionals call this time of the year the “busy season.”  But since we’re chronically busy year round, shouldn’t January through April actually be referred to as the “busier season?”  One thing I know for sure:  when it comes to working and progressing on our personal and professional goals, busy season is an [...]

Oct 11 2017

CPA Firm Practice Economics – 5 Key Levers

2017-10-11T08:11:25-05:00October 11th, 2017|Current Affairs, Leadership|

CPA firms are simple and complex at the same time. Simple because they consist primarily of people – the clients and the professionals. Granted, firms also require workspace and technology to operate, grow and succeed, but people are the primary value drivers. CPA firms are also complex for the same reason they are simple:  because [...]

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