Clicky

Deeper Weekend 2014

Be wowed by our blog

Consider this

Choose your favorite writer

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

How can you tell the difference between a firm that is only claiming expertise as an advisor and one that is truly the earned expert? It’s hard for the client to discern this difference from outside the firm, but there are some distinctives that can help identify those that are true experts.

 

Two distinctives can point to this reality: (1) the number of clients in the firm, and (2) the size of the firm’s invoices. Read more

Category:
CPA firm, Other Thoughts, Pricing
Comments:
0

I’m supposed to get kicked out of Thriveal, but I’m still here because I’ve got dirt on Jason.¹

 

I’m not supposed to be in Thriveal because I don’t own a firm. I don’t even work at a firm. I’m in industry, and I’m an accounting department of one, so depending on who’s asking, I’m either a CFO, a controller, a comptroller, or an AP clerk.

Read more

Category:
CPA firm, Taxes
Comments:
0

As we’ve consulted with many firms on growth, studied many books on the subject of healthy growth, and written tons of content on firm growth, we’ve come to see some some phases growing firms go through. As firms progress through the various phases of growth, they often run into ‘growth ceilings.’ These are walls or barriers they run into that confuse or stall their growth. Many things can create these ‘ceilings.’ But team growth, team health, and team sizes are often at the root of the growth ceilings.

Read more

Category:
Business, CPA firm
Comments:
0

Transcript:

 

Many firms want to be advisory firms and so our growth guide, our advisory growth guide, talks about really what are some foundational principles to leading an advisory firm. And let me just mention one that’s super tricky and that you don’t realize until you get into it. But if you’re selling tax returns and bookkeeping and financial statements, those are really tangible things you can see. But when you start moving to the world of advisory, it’s shocking at first to realize that you have nothing to sell. You’re not showing anybody anything. Now, that may not always be true with advisory because there might be software and metrics and reporting and dashboards and consulting that you do that may have spreadsheets and things like that. But a lot of what you sell in advisory is talking and so you have to convince a client upfront to buy your experience and your brain and time with you. We like to try to sell clarity. We like to tell our client, “You’re gonna be more clear on your purpose forward once you’ve worked with us,” and clients don’t realize it, but clarity has huge value. Read more

Category:
CPA firm
Comments:
0