Deeper Weekend 2014

Choose your favorite writer

  • Greg Kyte
    Greg Kyte
  • Jason Blumer
    Jason Blumer
  • Jon Lokhorst
    Jon Lokhorst
  • Melinda Guillemette
    Melinda Guillemette
  • Scott Kregel
    Scott Kregel


Have you blown anything up lately?  Like your phone system, or your tax season process, or some new software you had to install?  Owners of CPA firms are risk averse business owners.  I think we often seek to avoid pain, rather than trying new things.  Because if you try enough new things, you will blow stuff up.  There is no way around it.  Avoiding risk and pain is really normal but if you want to change yourself, your firm and our profession, then you will have to go blow some stuff up.

A story: we got rid of our phone system a while back and started using our cell phones instead.  We just let an online PBX system route calls to our cell phones.  Sounds cool, but it didn’t work exactly right.  We are on Verizon and we found out later that Verizon doesn’t let us transfer calls between our team’s iPhones.  Not cool.  So if someone calls and we need to transfer the phone call, we have to tell them to call back.  Totally not cool.  That has made some people upset, understandably.

But I’m not going to stop blowing stuff up.  I won’t do it on purpose, but I will blow stuff up if it means growing my firm in the way that I feel is best for our firm, our team and our customers.  What have you blown up lately?

  • On 02-15-2012 at 11:42 am, Tim said:

    Jason! Great post. Thinking about blowing up our own phone system when we move offices. We’re using RingCentral VoIP right now (which was a blowup from AT&T landlines), but there is a HUGE pause when clients dial extensions, and then they get confused and hang up. Are you using Grasshopper?

    Also thinking about blowing up our mail system, meaning, our assistant walking to the mailbox, opening a bunch of envelopes and recycling a bunch of junkmail.

    • Jason Blumer

      On 02-15-2012 at 9:24 pm, thriveal said:

      Ha! We’re using too! Really good program. Pretty complicated to get used to, but it does so much. Became our fax too. You likey?

  • On 02-16-2012 at 10:14 am, Tim said:

    Been using it for a couple of years now. Totally agree that it was hard to visualize WHAT we wanted it to do at first. The iPhone app is invaluable, as is faxing, which is awesome b/c I love to fax! just kidding. Right now everyone has IP phones and I’m thinking of ditching that and maybe using Google voice numbers instead of extensions. Who knows?!

  • On 02-23-2012 at 9:18 am, Joey Brannon said:

    Blowing stuff up is important because unless we’ve ever had to manage change ourselves we are in no position to shepherd our clients through the process. Some of us enjoy tearing things apart and putting them back together, others not so much. But we owe it to our clients to do just that.

    And it may mean you have to blow up your client list. Clients that don’t want to grow, that don’t want to go anywhere, that don’t see the value of improving systems because it means blowing stuff up…they aren’t going to feel very comfortable in your firm. And that’s OK. There are plenty of legacy firms just as uncomfortable with change that will be glad to take them off your hands.

  • Jason Blumer

    On 02-23-2012 at 9:51 am, thriveal said:

    Joey, we have definitely blown up our client list. By this time next year, we will be a different firm simply because we have decided to go virtual. It was a risky proposal. The clients we were not right for are leaving in mass.

    It’s scary, but a good ‘cleansing.’


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