Are you a Carny or Are You Disney? And An Interview with Greg LaFollette


Jason Blumer and Greg Kyte are back for round 2 of the THRIVEcast!  Greg tells us about the epiphany he had recently at Disneyland about client service, client experience, and client transformation.  Greg challenges CPAs to lay the foundation of great service and then go beyond to create a great experience.  Are you a carny or are you Disney?  Major shout out to Michael Hsu, a THRIVEal member who knows how to provide a terrific client experience.  Michael is no carny!

Jason shares a book called The Win Without Pitching Manifesto by Blair Enns.  Jason tells us the 12 proclamations from the table of contents including: We Will Be SelectiveWe Will Not Solve Problems Before We are PaidWe Will Charge More, etc.  Jason tells us why he believes innovation is not an option for CPAs.  He believes that by specializing and going deeper into a niche, CPA firms can be more innovative.  Does Greg agree? Thanks to Adrian Simmons (another THRIVEal member!) for mailing the book to Jason!

Jason and Greg then move into a thought provoking interview with Greg LaFollette, whom Jason refers to as both the evil genius and the good looking Greg.  Mr. LaFollette has been innovating in the accounting profession since Jason and Greg were in diapers.  Listen in to hear a fascinating discussion about how technology is changing the way CPA firms serve their clients.  Mr. LaFollette has some great advice for small firms and those just getting started.

Quote of the Month: Practice Safe Computing!

Amazing Sponsors:

Our sponsors of the THRIVEcast have made the THRIVEcast possible.  We think they are the bomb!  Here’s a shout out to the CloudSolutions Alliance, which consists of SmartvaultFreshbooksFujitsuSpeedtax (recently aquired by CCH), XCM Solutions, and Copanion (recently aquired by Drake).  Check them out!

Contact Us:

If you have questions or comments, there are several ways to contact us.  Follow Jason on twitter at @jasonmblumer.  Greg is also on twitter at @gregkyte .  We’re always interested in listener mail!  You can email us at [email protected] and find us on Facebook at!/THRIVEal .  Also, just search for THRIVEal in itunes and don’t forget to give us a 5 star rating and leave amazingly wonderful reviews.  Thanks for stopping by.  We hope to hear from you!

Produced by:

Shane McMullin of Ninth Hour Productions

About our guest: Greg LaFollette

Mr. LaFollette is director of product strategy at CPA2Biz, the technology subsidiary of the AICPA, where he is responsible for the company’s overall product strategy and leads the development of CPA2Biz’s firm-based cloud solutions.

Prior to joining the executive team at CPA2Biz he was a consultant to public accounting firms and to technology vendors, the Executive Editor of TheTechGap — the country’s first blog specifically created for the tax and accounting profession and for vendors who seek to serve that community and Senior Manager of Tax and Technology Consulting with the Top 25 firm of Eide Bailly, LLP.

Greg LaFollette

Director of product strategy at CPA2Biz

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