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Deeper Weekend 2014

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CPA firm

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    Adrian Simmons
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    Scott Kregel
One of the best books I’ve seen that helps entrepreneurs get their vision down on paper is Gino Wickman’s book, Traction. That’s why I’ll be teaching some concepts from the book to scale and grow your firm at this year’s Deeper Weekend conference (watch this video to get a $250 early bird discount to the conference on Oct 25 to 27.)

 

In Traction, Wickman says “Entrepreneurs must get their vision out of their heads, and down onto paper.” This is one of the most enlightening concepts in business today. The concept of establishing a vision can be daunting at first because it has lived cluttered in the entrepreneur’s head for so long. It can be hard to write down, but extraction of a vision is necessary if you want to build an organization larger than yourself. According to Wickman, the first step in getting the entrepreneur’s vision down onto paper is to write out the Core Values of the business. But before we get to the steps of writing out your core values, let’s look at some principles supporting the importance of your core values.

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Category:
CPA firm, Deeper Weekend, Leadership, Strategy
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Since the phrase ‘countercultural firm owner’ is part of Thriveal’s purpose statement, I thought it would be helpful to explore what this phrase means. First, here is Thriveal’s purpose:

Thriveal inspires countercultural firm owners to embrace their entrepreneurial creativity within the profession.

 

Many recognize the phrase ‘countercultural’ when discussing a certain time in history like the 60’s. The 1960’s was a countercultural time when certain demographics of brave people distrusted a current establishment and decided to go against that establishment with a grassroots voice and often disruptive behaviors. The establishment, or people who adhered to established ways of doing things, often didn’t understand or even distrusted the ways of these countercultural crowds. Some call it a movement.

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Category:
CPA firm, Other Thoughts
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You may not realize it, but the context of your business is always changing on you. And that is playing tricks with your mind and what you think you can do to grow your firm. I’ve heard people say something like, “I don’t see any new things we can do to grow. So I guess we’ll just steadily continue serving clients and raising prices when we can.” They have fallen into the Current Context trap.

 

Before we talk about the Future Context of your business, I need to define what I mean by context. Context consists of the thoughts, processes, and past that you have run your business under for many years. Context could go by other names such as ‘worldview’ or ‘paradigm.’ You may not even realize it, but you have a context surrounding how you do things, why you do things, and why you can’t seem to break free from your past way of operating your firm.
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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
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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
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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
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0