I led with a provocative title. I hope I got your attention! I’m not just trying to trick you into reading this article; I actually believe the title is true. But I know it takes a while to get to a place where accounting firm owners can give up performing accounting. The whole reason I bring this up is because I’ve been interested in what it takes to scale an accounting firm lately (I actually wrote a free guide to help you do just that). I’ve been interested in this topic because Jeff Phillips, CEO of Accountingfly.com and myself will be teaching on how to scale your accounting firm at this year’s Deeper Weekend conference (see more details below).
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For many entrepreneurial leaders, it feels odd asking for help, or relying on others. After all, entrepreneurs are people with passion and grit to do amazing things. But that passion and grit can get you only so far as your firm starts to scale larger. It often becomes surprising that the passion begins to drain out of the Founder of an entrepreneurial company that is growing larger.
At that point, the firm leaders/founders need help to continue to scale a company in a healthy way, and the job of the firm CEO becomes more tightly focused on leadership and vision. I can tell you from experience that to maintain a healthy focus on leadership and vision means the CEO/Founder must remain personally healthy. Things can fall apart quickly if the firm founder is being drained, not sleeping well, not eating well, or failing to exercise. Again, it’s hard for the entrepreneurial leaders themselves to request this help because they are the types of people that don’t typically seek help.
Like any other company owner, firm owners face growth issues too. But many firm owners don’t view their firms as businesses to be grown and managed. Thriveal wants to teach firm owners to look at their firms like entrepreneurial businesses. For any entrepreneurial company, there needs to be a leader leading the firm through the vision. Deeper Weekend is a place where entrepreneurial firm owners can be together, discuss their paths of growth, and challenge each other with their own personal learnings on their entrepreneurial journey.
Scott Kregel, CPA is building his firm in Pennsylvania. He leads Kregel & Company, CPAs, and he has been a Thriveal member for many years. He began years ago in our coaching course to help CPA firm owners think differently about how they build their firms. And now Scott Kregel has been growing his firm, and fully participating in the Thriveal community and in Deeper Weekend.
Here is what Scott said recently,
It’s true, we are not for everyone. Unlike most accounting firm conferences, we are not for everyone. In fact, this is what makes Thriveal’s Deeper Weekend a special experience. If you are right for this event, then you will automatically be with other attendees that are also right. And that creates magic like you’ve probably never experienced. It’s all intentional and part of the plan. The food, the venues, the speakers, the topics, and everything else are all part of an intentional plan to create a deeper movement in the the firm owner. So let me try to explain who should not be there in October.
As many past attendees of the Deeper Weekend conference know, our event goes deep into one topic. This year we will be talking about the mechanics and strategies of scaling and growing a service based company. We’ll be doing this by leveraging the book Traction through our journey. The book Traction is a detailed explanation of the Entrepreneurial Operating System, developed by Gino Wickman. It is a system and rhythm that gives an entrepreneur something to hold on to as they build their company (typically to a larger size).