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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

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.

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Category:
CPA firm, Taxes
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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.

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Category:
Business, CPA firm
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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
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0

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

Category:
CPA firm, Leadership
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2