Deeper Weekend 2014

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



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

CPA firm

All pondering of important things begins with purpose. We are made to become something great. As the leader of your firm, only you can deliver the particular style of service in the particular way you deliver it for the care and comfort of the team and clients you will lead. Let that sink in. If this is true (and it is), that means two important things: (1) you can go all in to claim your greatness to the world and not hold back, and (2) no one can take the peculiarity of your firm away from you. Because of who you are, you can commit deeply to how you believe you should be serving people in your firm and not have to worry about other people taking your clients away from you. You are peculiar and you must embrace that to build a firm that changes other people’s lives. Read more

CPA firm, Leadership

Every month, Thriveal Community Group members discuss a topic relevant to the journey of entrepreneurial accounting firm owners. February’s focus was on work-life tensions, a timely discussion as many members headed into the most hectic time of the year.

The term “work-life balance” first appeared in American news media in the 1980s. At the time, most of the attention was on working mothers trying to take care of their kids and homes while holding a full-time job. As real as those challenges were (and still are!), there was little recognition of others’ work-life tensions. Eventually, that changed. Read more

Coaching, Community