Why Our Clients Need Us to Be Radical

Think customer experience, not customer service.

By Jody Padar
From Success to Significance: The Radical CPA Guide

Innovation isn’t just about the technology you use and how you use it, it’s about how you create an experience for your customer. Still, after all this time, CPAs are unaware that they can create a phenomenal experience around the art of taxes and accounting. I think it’s hard for them to imagine the opportunities to serve and delight their customers in a new way.

MORE ON RADICALISM: 10 Steps to Start Innovating | How ‘Agile’ Applies to CPA Firms | Our Pain Points Are Opportunities | Transitioning to a Radical Firm: Bringing a Legacy Customer Along | The Radical CPA: Always Changing
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We all know our customers are built on relationships; however, in today’s fast-moving world, I’m not sure that is enough. The customer’s expectations have changed around service models and response times. CPAs need to figure out how to match these ever-expanding expectations.

Posted on February 4, 2018

Jody Padar

About the Author

Jody Padar, CPA, MST, is one of the profession’s foremost visionaries and a best-selling author for CPA Trendlines.

Her next book, Radical Pricing, will be published soon.

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Padar is the author of:

The Radical CPA

and

From Success to Significance: The Radical CPA Guide

vice president of strategy at Botkeeper, an upstart automated bookkeeping solution purpose-built for accounting firms.

She was also CEO and Principal of the New Vision CPA Group, a public accounting firm based in the Chicago area.

And as an author, lecturer, coach, consultant, and mentor, she advocates for progress and innovation in the profession, heralding a new way of thinking about the practice of accountancy and giving it a new purpose.

Having successfully transformed her own firm into a technologically advanced, paperless work environment, she is now dedicated to educating her fellow colleagues on how to make the same transition.

She is a regular contributor to a number of industry publications, including CPA Trendlines, where she offers practical tips and advice on running a next-generation firm.

Padar has been named by Accounting Today as “the Top 100 Most Influential to the Profession” for the last four years and manages her firm and discover new “best practices.”

Padar is married, has two teenage children, and swims competitively. Padar earned her BBA from Saint Mary’s College and MST from Northern Illinois University. Padar is also an adjunct professor at Oakton Community College and a contributing member of the Intuit Trainer Writer Network.

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