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July 2011

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Holy Moley what a call!  The latest Thriveal community call took place Tuesday, June 28th, and the topic was client selection.  An amazing group of professionals shared their experience on a topic that I struggle with.Client selection to me has not meant much in the past.  Based on my experience, I have drawn a line in the sand on who I will and will not work with.  The “will not work with” list was developed based on some pretty crappy endings to client relationships.  More specifically, they did not pay.  Here are three points to consider when selecting a new client.
Holy Moley what a call!  The latest Thriveal community call took place Tuesday, June 28th, and the topic was client selection.  An amazing group of professionals shared their experience on a topic that I struggle with.Client selection to me has not meant much in the past.  Based on my experience, I have drawn a line in the sand on who I will and will not work with.  The “will not work with” list was developed based on some pretty crappy endings to client relationships.  More specifically, they did not pay.  Here are three points to consider when selecting a new client.
Robert Plant (left) and Jimmy Page (right) of ...

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Jody Padar and I had an awesome time this past weekend in Washington, DC at the Sage Summit teaching a workshop titled “Got the Guts?”

It was all about taking a trek back in time to see where firms and technology have come, and how we can apply the past to what our firm will look like in the future. In a workshop style, practitioner’s literally from all over the world got in teams to try and discover what the group thought about the past and how to apply it to the future of their own firm.

Wow, it was awesome! We got to write on the wall, we played some Led Zeppelin, we passed pacifiers around, wore goggles and swim flippers (for the Waves of Innovation) and stood in chairs. Thanks to Sage and their innovations to make this happen. What a forward-thinking community!  Thanks everyone. It was a freakin’ blast!  Check out some quick videos below to see what everyone thought.

You can also check out some photos from the event on our THRIVEal Facebook page.

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Robert Plant (left) and Jimmy Page (right) of ...

Image via Wikipedia

Jody Padar and I had an awesome time this past weekend in Washington, DC at the Sage Summit teaching a workshop titled “Got the Guts?”

It was all about taking a trek back in time to see where firms and technology have come, and how we can apply the past to what our firm will look like in the future. In a workshop style, practitioner’s literally from all over the world got in teams to try and discover what the group thought about the past and how to apply it to the future of their own firm.

Wow, it was awesome! We got to write on the wall, we played some Led Zeppelin, we passed pacifiers around, wore goggles and swim flippers (for the Waves of Innovation) and stood in chairs. Thanks to Sage and their innovations to make this happen. What a forward-thinking community!  Thanks everyone. It was a freakin’ blast!  Check out some quick videos below to see what everyone thought.

You can also check out some photos from the event on our THRIVEal Facebook page.

Read more

Category:
Videos
Comments:
0
Change

Image by m-c via Flickr

The second part of our Accountancy Revolution definition found on the first post was summarized this way:

“…allowing the former manual manipulation of raw accounting data to disappear…”

The “rapid technological means of data creation and production” found in the first post, is what came before this manual manipulation distinction.  Technological changes are allowing all of this to happen.  To boil it down, without the rapid technological changes that we see, we don’t have the makings of a profession reinventing itself.  And if there is no reinvention, then we don’t get the benefit of allowing a manual profession to change into a more beautiful thing (for the profession and the client).

It’s like wishing the Industrial Revolution never happened.

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