In this episode, Jason Blumer and Greg Kyte discuss an article by Caleb Newquist on ways you can improve your firm RIGHT NOW, including offering new services. When Caleb joins them, they continue to discuss why adding new services is important and how much courage it takes. They also cover AI, what “trusted advisor” REALLY means, and proving your value to clients.
Mentioned in the show:
Become a Thriveal Member!
Monthly Thriveal Intro Call
Thriveal Facebook Live videos
Deeper Weekend 2019
Learn about our Future Firm Groups!
Thriveal’s New Coaching and Advisory Lab and Info Call
The 5 Things You Can Do Right Now To Improve Your Accounting Firm
The Thrivecast Summer Book Club
Episode 55 with Gretchen Rubin
Audio Engineering by: Shane McMullin
Produced by: Jennifer Blumer
About our guest: Caleb Newquist
Caleb Newquist is Editor-at-Large at Gusto. In 2009, he became the founding editor of Going Concern, the one-of-a-kind voice on the accounting profession, serving in the role for 9 years. Prior to Going Concern, Caleb worked as a CPA for nearly 6 years in New York and Denver. He lives in Denver with his wife, daughter, and two cats. You can follow him on Twitter at @cnewquist.