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Deeper Weekend 2014

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I was sharing with our Thriveal community recently about a practice my partner and I go through in running our companies. We take a full day each week to plan the strategy of growing our companies with purpose, and we base a lot of the rhythm of this weekly meeting on a great book by Gino Wickman called Traction. We’ve been doing this for a few months now, and it’s been incredible what we have been able to accomplish in small amounts of time. It has allowed us to exponentially move large strategies, take larger risks (in safer ways), and create huge amounts of processes in smaller amounts of time.

 

As I was sharing our full day of strategy work with the community, one member asked a really good question, “one full day? seems like overkill or has there been payoff?” As with many good questions, the answer is “it depends.”

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Category:
CPA firm, Leadership, Strategy
Comments:
0

I always knew that the end was near. I just never thought Jon Hamm would be the one to break the news.

But right now that good looking son of a bitch is on the TV with his sexy Mad Men voice telling everybody that — even though H&R Block employees are the Mark Hamills of the tax prep world¹ — IBM’s Watson is now their R2-D2. And even though H&R Block took Watson into mainstream tax prep, the hipster organization KPMG started using Watson for audit support before it was cool.

We’ve got to get used to the idea that robots are eventually going to make traditional accounting jobs irrelevant. Not convinced? Here are some other traditional jobs that robots are making obsolete: Read more

Leadership has been something I’ve been growing in for a couple of years now. I even spoke about it at our Deeper Weekend conference last year. During my talk, my perspective was that you are a leader if you are a firm owner. Period. You may be a poor leader or a great leader, but you are still the leader of your firm. It is a fact with the position you hold as the owner of the firm.

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Category:
CPA firm, Leadership
Comments:
2
The Thriveal community is now in its 7th year. We started in October of 2010 as a way to be with other entrepreneurial firm owners. We’ve tried many community ideas along the way and have met many wonderful people. But this year seems different. We have learned so much about what a community means, and how to bring value to firm owners through a community. We truly believe that people building firms in a community grow more than when they try to grow on their own. We have many stories to back this up. Why? This growth happens because a community challenges firm owners in ways they didn’t know they needed to be challenged. And as members of the Thriveal community, we see other members doing innovative things. So we tend to try new things too. But the coolest part of growing in a community is the trust and camaraderie entrepreneurs feel within their community. A community watches out for its members, and supports each other when times get tough. This brings on the bravery needed to be successful growing a firm in a community.

 

Thriveal’s Purpose:

 

Thriveal inspires countercultural firm owners to embrace their entrepreneurial creativity within the profession.
Category:
Community, CPA firm, Software
Comments:
0

 

Do you have one of those books that you keep telling yourself that you should read, and yet for whatever reason, that book stays on the shelf. Well, for me, Small Giants – Companies That Choose to be Great Instead of Big, by Bo Burlingham was that book that sat on my shelf for years. However, it caught my attention again as I was captured by the title as I related it to my role as a business owner and an advisor to other small business owners. Isn’t this the question we ask ourselves and our customers ask themselves every year – “do we want to grow big?”

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Category:
Book Review
Comments:
1

Have you read The 7 Habits of Highly Effective People by Stephen Covey? You have? That’s nice. But have you been to Stephen Covey’s house? No, you haven’t. I know you haven’t because I was there, and I didn’t see you.

 

Oh yeah. I spent several hours at Steve MF Covey’s house on December 15. I kept asking when I would get to meet him, and they kept saying, “he died in 2012.” Likely story.

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Category:
Business, Other Thoughts, Personal Growth
Comments:
1