here’s what you’re looking for: jody padar

retention? new clients? check, check.

by jody padar
the radical cpa

the owners of “very prepared” firms say “technology is having a very significant impact on my firm,” vs. the less prepared who view technology as a utility, a mechanism for greater day-to-day efficiency. “very prepared” firm owners report seeing and using the technology as an enabler of better business results.

more: how to be a small business advisor | center your firm around your client | commit to change | your client base is global | ready for change, so now what?
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this is exactly what the radicals believe and implement. technology has already disrupted our core and we are proactively adapting to the changes it has created.

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how to implement design thinking.

by jody padar

say it with me now: “i am a change agent.”

before you consider adopting the cloud or any of the “new firm” mindset, you have to ask yourself if you are willing to be the change.

more: your client base is global
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once you decide, first thing, first. own it! you have to commit. if you teeter, it will be harder. jump in feet first and feel the shock of the cold water. i’m not saying it won’t work if you wade in, i’m just saying it’ll be more of a challenge. when you change all your processes, it’s a lot of hard work, but part of what will get you there is commitment. if you are seriously considering uprooting your firm’s foundation, you need to ask the following questions:

• are you a change agent?
• are you willing to be that change agent, because it’s going take a lot of strength, determination and perseverance?
• how much time will this actually take, and what is your level of commitment? maybe you’re the change agent but you are going to most likely need to have a team member help you commit.

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it’s yours if you want it. get radical.

by jody padar

i had just come off a really bad tax season and i knew there had to be a better way. i left a midsized firm, with seven partners and about 50 other employees and i joined my dad’s firm – literally and figuratively. figuratively, because many of his technologies and processes were “old school.”

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i was tired of working part-time and not being treated like a contributing member of the firm. my family was young. my son was four years old and my daughter was six. my son was in the process of getting ready for full-time kindergarten and things were just changing in my life. i no longer felt the need to only work part-time, so it seemed like the right time.
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