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barnes: redefine your career from within | gear up for growth

growth doesn’t always mean moving on—it can mean moving deeper.

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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

“i love smith + howard, and i loved marketing, but i didn’t think i was the person for that role anymore,” says julie barnes, chief of staff of smith + howard, during her appearance on gear up for growth, powered by 卡塔尔世界杯常规比赛时间, and hosted by jean caragher of capstone marketing. “i didn’t want to leave; i wanted to do something different. i wanted to be valuable to the firm and create value in whatever role i landed in.” 

more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more gear up for growth

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barnes shares how her 30-year journey at the firm has evolved through initiative, transparency, and a culture that supports growth from within. 

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2022年世界杯抽签

bissett bullet: bigger isn’t always better

today’s bissett bullet: “i’m a small firm. how can i possibly be perceived as ‘superior’ to the much larger firms that my prospective client is meeting?”

by martin bissett

there is a mindset shift needed here. “superior” is not “bigger” so turnover, office size and number of partners bear no relevance.

you are superior when you show a genuine interest in the business you have gone to see and take the time to understand their personal and professional motivations. when you take that understanding and use your experience and your service lines to bring the answers to their door, that is being superior. win the advisory war by becoming the best relationship builder firm, not the biggest firm.

today’s to-do:

previously, i asked you to identify three clients who had come to you having been dissatisfied with their experience with their previous accountant. were any of those firms larger than yours? what about the previous firms of other clients whose situations you have improved? when imposter syndrome creeps in, remember those clients.

see more bissett bullets here

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growth strategies

vision vs. mission, and why you need one

five action items to take.

by jackie meyer

we’ve explored the spark that ignited your entrepreneurial journey. now, let’s give that spark direction and purpose. building a successful advisory practice isn’t just about working hard; it’s about working smart. and that starts with having a clear vision.

more: ten questions to check your entrepreneurship | more revenue in fewer hours
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vision is more than just a lofty idea; it’s a necessity. it’s the guiding force that dictates not only what you want, but also what your team should strive for daily. your vision is the picture of your ideal practice, your ideal lifestyle and your ideal impact. it’s your north star, providing direction and inspiration – especially when day-to-day challenges feel overwhelming.
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leadership

where strategy meets firm culture

three people arguing in office

four actions to take.

by anthony zecca
leading from the edge

as we focus on the leadership of accounting firms need to succeed in a future driven by seismic disruptors, we must address leadership’s responsibility, and impact on creating a culture that results in an environment that motivates every single team member to their highest level of performance.

more by anthony zecca
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there are two great quotes that i would like to start with to frame this discussion. the first is from bryan walker (partner and managing director at ideo), who stated that “culture is like the wind. it is invisible; yet its effect can be seen and felt” in every single organization that exists from the family to the biggest company on the planet. the second quote is from author tanya mann: “your organization’s culture is either an asset or a liability; either helping business performance or hurting it.”
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accounting arc

strategic ai, not shiny objects | arc

leaders tie ai to real workflows, not wish lists, and adoption follows. 

sponsored bytax season readiness: practical steps for a smoother busy season  | see today’s special offer

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss
is your firm truly ready for tax season—or just hoping to survive it? join this 90-minute webinar featuring an accounting arc live panel with thought leaders who know what it takes to optimize performance under pressure. 

accounting arc
with liz mason, byron patrick, and donny shimamoto
center for accounting transformation

accounting leaders are accelerating ai deployment across tax, audit, and advisory—but three accounting veterans and hosts of accounting arc argue the difference between adoption and shelfware comes down to focus, guardrails, and relentless training. 

on the latest episode, hosts liz mason, cpa; byron patrick, cpa.citp, cgma; and donny shimamoto, cpa.citp, cgma; dissect how large firms are approaching microsoft copilot and adjacent tools. they agree that leaders should start now, but do so strategically. 

more accounting arc: don’t get fired by your own automation | what amazon doesn’t tell you | royalties, residuals, and reality checks | arc-slc | free speech is a right; respect is a responsibility | cash bags, casinos & audits: how first jobs shape us | gen z redefines careers | bootleggers, baptitsts & cpas: rethinking licensure | cpa firm ownership under fire | walking violation: when showing your cpa gets you in trouble | audit bags to tiktok tags, gen z talks success | students challenge accounting’s traditional career path | true grit: recognizing struggles that shape our successes |more admins, fewer students, no plan | what career advice gets wrong for gen z – and how to fix it | your identity is not a liability | burnout, be gone: accounting needs a boundary breakthrough

patrick, ceo of verifyiq and co-founder and educator at tb academy, opens with a caution that resonates across enterprise tech cycles: many organizations feel pressured to adopt generative ai without clearly defining expected outcomes. he urges leaders to ask what success specifically looks like, whether that is fewer review points, faster cycle times on close, or reduced audit adjustments. 

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