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Deeper Weekend 2014

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Leadership

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    Scott Kregel
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
Comments:
0
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
Comments:
2
Jason BlumerNo one is really talking about how hard it is to change your compensation structure in a Nontraditional firm. At least, I haven’t seen the articles anywhere. By way of definition, Nontraditional here means that you do not bill your time to the client, or you price all work up front, or you may offer services as a product, allowing your client to pay for their services on a monthly recurring draft or invoice.

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Jason BlumerI’ve had some successes and failures as a leader lately. I want to write down what I’m learning.
Here is what I’m learning as a leader:

 

1. I’m leaning into my human work. I ain’t no boss, and I sure ain’t no manager. Bosses like to tell other people what to do, and managers check up on people to make sure they did what they were supposed to do. I hate both of those. Leaders serve. And who are they serving? Humans. And humans are messy. I’m messy. It seems, “Messy + Messy = Miscommunication, Confusion, and Frustration.” But what if “Messy + Messy = Opportunities to Become Better Humans?” I’m learning that it does mean that, at least for me. So I’m leaning into people. I’m leaning into my partner, Julie Shipp. I’m leaning into my team. And I’m leaning into my wife. I’m leaning into my clients. Leaning into human work means you are going to step on toes, and awkwardly do and say things you didn’t mean. But I’m going to do it anyway because I believe leaning into humans will bring great transformation for me, my team, and my clients.

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Category:
Leadership
Comments:
4

Jason BlumerHierarchical models of management in professional accounting firms all over the world are being challenged by new ways to build a business. It seems new business models (based on hearing every voice on the team), or focusing on results (and nothing else) are becoming more and more popular as the younger generations begin running the world. It seems some of these methods are hell bent on eliminating management, whether management is needed or not. Is it?

What is a business model, anyway? For that answer, let’s turn to the guru and author of Business Model Generation, Alex Osterwalder. In this book, Osterwalder defines a business model as “the rationale of how an organization creates, delivers, and captures value.” Basically, an accounting firm’s business model explains why they sell what they do, how they price for it, and how what they sell transforms their clients. According to Osterwalder, you need a cool chart, building blocks, and some markers to get it done. Business model creation is currently a fad, growing more and more popular every day. I guess it’s our search for why working at a lame firm sucks. But do we need a new business model? Read more

Category:
Business, Leadership, ROWE, Strategy
Comments:
4
Jason BlumerOne main job of a firm leader is to be a salesperson. This is at the heart of the main thing we do. And it’s important to build your firm so that you can devote time to this important function. I’ve tried to delegate this role to others in my firm, and it hasn’t worked yet. I find it is one of the most difficult roles to delegate for a few reasons:

 

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Category:
CPA firm, Leadership, Videos
Comments:
7