Skip to content
AICPA-CIMA
  • AICPA & CIMA:
  • Home
  • CPE & Learning
  • My Account
Journal of Accountancy
  • TECH & AI
    • All articles
    • Artificial Intelligence (AI)
    • Microsoft Excel
    • Information Security & Privacy

    Latest Stories

    • Report: AI speeds up work but fails to deliver real business value
    • CFOs signal crucial role that technology will play in 2026
    • IRS IT overhaul set to finish by 2028, former official says
  • TAX
    • All articles
    • Corporations
    • Employee benefits
    • Individuals
    • IRS procedure

    Latest Stories

    • IRS Advisory Council report defends workers, criticizes budget and staff cuts
    • AICPA tax policy and advocacy successes: 2025 highlights
    • Prop. regs. amend Sec. 3406 backup withholding regulations
  • PRACTICE MANAGEMENT
    • All articles
    • Diversity, equity & inclusion
    • Human capital
    • Firm operations
    • Practice growth & client service

    Latest Stories

    • IRS Advisory Council report defends workers, criticizes budget and staff cuts
    • AICPA tax policy and advocacy successes: 2025 highlights
    • AICPA pushes for congressional support of Fiscal State of the Nation Act
  • FINANCIAL REPORTING
    • All articles
    • FASB reporting
    • IFRS
    • Private company reporting
    • SEC compliance and reporting

    Latest Stories

    • SEC proposes amendments to small entity definitions
    • Key signals from the SEC-PCAOB conference point to a busy new year
    • New SEC chair to CPAs: ‘Back to basics’
  • AUDIT
    • All articles
    • Attestation
    • Audit
    • Compilation and review
    • Peer review
    • Quality Management

    Latest Stories

    • 5 imperatives for auditors from the PCAOB chair
    • Key signals from the SEC-PCAOB conference point to a busy new year
    • Audit transformation road map: New report lays out the journey
  • MANAGEMENT ACCOUNTING
    • All articles
    • Business planning
    • Human resources
    • Risk management
    • Strategy

    Latest Stories

    • Report: AI speeds up work but fails to deliver real business value
    • How a CPA beat burnout after strokes, years of depression
    • Overall economic view slides, but CPAs feel better about their companies
  • Home
  • News
  • Magazine
  • Podcast
  • Topics
Advertisement
  1. newsletter
  2. Cpa Insider
CPA INSIDER

Delegating like a boss

Everyone can benefit when leaders pass tasks along. Here’s how to do it.

By Dawn Wotapka
January 16, 2018

Please note: This item is from our archives and was published in 2018. It is provided for historical reference. The content may be out of date and links may no longer function.

Related

November 1, 2017

Managing sideways

March 20, 2017

9 tips for being more responsive to clients

TOPICS

  • Professional Development
    • Communication

The most effective leaders don’t do everything themselves: They delegate, freeing up time for more essential work while giving others the chance to develop.

It isn’t always easy. Delegating can be difficult because many people link accomplishments with working hard. They may also fear being viewed as bossy or lazy. But delegation can help advance careers. “If you’re focusing on the most important things that need your attention, you’re going to make more impact on the organization and more impact on your career success,” said Joel Garfinkle, an executive coach and author of Getting Ahead: Three Steps to Take Your Career to the Next Level. “Shift the mindset from ‘I’m going to do everything myself’ to ‘I’m going to let people learn.'”

Here’s how to get started:

Think about what you can give up. Consider what only you can do and keep that. Anything confidential, essential, or sensitive likely needs to stay with you. Client meetings might be kept, but scheduling those meetings could be passed along to someone else. But don’t focus on just the mundane tasks, Garfinkle said. Delegate things that will help colleagues enrich their jobs and feel empowered.

Identify to whom you can delegate. People have to have the “skill and the will,” said Lisa Barrington, a workplace strategist and speaker based in Phoenix. An employee with more experience may not be interested, but a lower-level staffer may be willing to take on the task. You can also consider peers at your level, provided they can benefit from the work. Remember that everyone can “get bored if they’re not trying new things or learning new things,” Barrington said. Of course, beware of overloading someone.

Do the heavy lifting early. To ensure the task is done properly, delegating requires ongoing communication. First, explain that this as a growth opportunity, provide detailed instructions, and be specific on outcome expectations. “The more you’re involved upfront, the less time you need to be later on,” Garfinkle said. Then, set up check-ins to discuss progress and issues. Express gratitude for a job well done.

Alter guidance. Be available for questions, and be willing to make adjustments as needed. Then, as the person masters the task, reduce your oversight. “You can pull back on the direction to more of a guide,” Barrington said. Then, let them “come to you if they need to.”

Advertisement

Dawn Wotapka is a freelance writer based in Georgia. To comment on this article or to suggest an idea for another article, contact Chris Baysden, senior manager of newsletters at the Association of International Certified Professional Accountants.

Advertisement

latest news

January 16, 2026

IRS Advisory Council report defends workers, criticizes budget and staff cuts

January 16, 2026

AICPA tax policy and advocacy successes: 2025 highlights

January 14, 2026

AICPA pushes for congressional support of Fiscal State of the Nation Act

January 14, 2026

Report: AI speeds up work but fails to deliver real business value

January 13, 2026

CFOs signal crucial role that technology will play in 2026

Advertisement

Most Read

Filing season quick guide — tax year 2025
IRS to start accepting and processing tax returns on Jan. 26
Business standard mileage rate increases for 2026
Second Circuit denies SALT cap workaround
Corporate Transparency Act, source of BOI reporting mandate, held constitutional
Advertisement

Podcast

January 15, 2026

Tom Hood on AI, hybrid work, and other 2026 themes shaping accounting

January 8, 2026

Getting unstuck by rethinking processes, people, and AI

December 17, 2025

Are CPA firms ready for the next wave of data security threats?

Features

Get ready for tax season
Get ready for tax season

Get ready for tax season

Filing season quick guide — tax year 2025
Filing season quick guide — tax year 2025

Filing season quick guide — tax year 2025

How a CPA beat burnout after strokes, years of depression
How a CPA beat burnout after strokes, years of depression

How a CPA beat burnout after strokes, years of depression

Tax-efficient drawdown strategies in retirement
Tax-efficient drawdown strategies in retirement

Tax-efficient drawdown strategies in retirement

Simple but effective AI use cases for CAS
Simple but effective AI use cases for CAS

Simple but effective AI use cases for CAS

Shaping AI governance and controls
Shaping AI governance and controls

Shaping AI governance and controls

FROM THIS MONTH'S ISSUE

Tax season quick guide

Get ready for tax season with the JofA’s annual filing season quick guide, an easy-to-use compilation of dollar thresholds, tax tables, standard amounts, credits, and deductions. Download and print for quick reference this tax season.

From The Tax Adviser

December 31, 2025

Practical tax advice for businesses as a result of the OBBBA

November 30, 2025

How a CPA and wealth adviser partnership can guide families through transition

November 30, 2025

Digital asset transactions: Broker reporting, amount realized, and basis

October 31, 2025

Recent developments in estate planning

MAGAZINE

January 2026

January 2026

January 2026
December 2025

December 2025

December 2025
November 2025

November 2025

November 2025
October 2025

October 2025

October 2025
September 2025

September 2025

September 2025
August 2025

August 2025

August 2025
July 2025

July 2025

July 2025
June 2025

June 2025

June 2025
May 2025

May 2025

May 2025
April 2025

April 2025

April 2025
March 2025

March 2025

March 2025
February 2025

February 2025

February 2025
view all

View All

http://JofA_Default_Mag_cover_small_official_blue

PUSH NOTIFICATIONS

Learn about important news

This quick guide walks you through the process of enabling and troubleshooting push notifications from the JofA on your computer or phone.

CPA LETTER DAILY EMAIL

CPA Letter Logo

Subscribe to the daily CPA Letter

Stay on top of the biggest news affecting the profession every business day. Follow this link to your marketing preferences on aicpa-cima.com to subscribe. If you don't already have an aicpa-cima.com account, create one for free and then navigate to your marketing preferences.

Connect

  • X Logo JofA on X
  • facebook JofA on Facebook

HOME

  • News
  • Monthly issues
  • Podcast
  • A&A Focus
  • PFP Digest
  • Academic Update
  • Topics
  • RSS feed rss feed
  • Site map

ABOUT

  • Contact us
  • Advertise
  • Submit an article
  • Editorial calendar
  • Privacy policy
  • Terms & conditions

SUBSCRIBE

  • Academic Update
  • CPE Express

AICPA & CIMA SITES

  • AICPA-CIMA.com
  • Global Engagement Center
  • Financial Management (FM)
  • The Tax Adviser
  • AICPA Insights
  • Global Career Hub
AICPA & CIMA

© 2026 Association of International Certified Professional Accountants. All rights reserved.

Reliable. Resourceful. Respected.