Deeper Weekend 2014

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CPA firm

Choose your favorite writer

  • Greg Kyte
    Greg Kyte
  • Jason Blumer
    Jason Blumer
  • Jon Lokhorst
    Jon Lokhorst
  • Melinda Guillemette
    Melinda Guillemette
  • Toni Cameron

We were working with a client recently on their great desire to allow their team to grow in their roles. They told us the team had commented on their desire to see a future in this creative company, and to know what their path might be. And these two leaders, with a deep heart to serve, wanted to know how to give their team a clear path of their growth in the company.

For caring leaders, this produces a conundrum. They desperately want to give their team what they want (a clear path for growth) while balancing the realities of what a company can afford in its investment in higher salaries, or bigger roles that a company is not yet ready to support. We’ll develop some principles around this conundrum at the end of this article, but bear with me as I give you some context using a metaphor.

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I remember when I realized our firm could operate virtually back in 2011. Our firm was started by my father in 1997, and I had been leading the firm since 2003. I was always interested in technology and innovative services, so shutting our office seemed like the next ‘cool’ thing to do. I decided to take the leap in 2012 and closed our brick and mortar location in Greenville, SC, fully becoming a virtual firm. We began operating with no offices, and with no physical access to clients and team members. Since first learning about our ability to operate virtually in 2011, we immediately began to seek out software that would allow us to operate virtually in the cloud.


The beginning of that virtual journey was rough as there were not that many cloud-based products to support a full firm that never saw their clients or their team. I didn’t realize I had to figure out how to allow our team to use tax products, and a phone system, virtually (two rough spots in our journey). What has been the result of our firm’s journey in the cloud? We are still a small virtual team serving a handful of larger clients around the US from an advisory perspective. Cloud technology has changed our firm for sure. But we see more of a need from our clients for care, advisement, counsel, and accountability to run their businesses than ever before.

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CPA firm

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

CPA firm, Other Thoughts, Pricing