Jody Padar, Author at CPA Trendlines

Center Your Firm Around Your Client

There are three ways to change the product-market fit. Only one works.

It’s hard to look at your firm from a customer’s perspective. That’s why we gravitate to a firmcentric point of view. This point of view asks questions like: What do we sell customers? How can we reach customers? What do we need to establish with our customers? And how can we make money from our customers?

MORE: Commit to Change | Your Client Base Is Global | Ready for Change, So Now What?
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We’re thinking about ourselves internally. Nobody wants to hang out with someone who only thinks of themselves, yet that is the way we run our firms.

Instead, I’m going to ask you to look at your business from your customer’s point of view. Design thinking asks the following:

What jobs do our customers need to get done and how can we help?
What are our customers’ dreams and aspirations?

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Commit to Change

Be sure to document every stage.

By Jody Padar
The Radical CPA

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.

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.

MORE: Your Client Base Is Global | Ready for Change, So Now What?
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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:
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Ready for Change, So Now What?

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
Exclusively for PRO Members. Log in here or upgrade to PRO today.

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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Your Client Base Is Global

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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Join the Radical Movement

Who defines innovation? You.

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

It’s time to get going!

You’ve read my Beyond Radical approach.

MORE ON RADICALISM: Quick Tip: 7 Ways to Add Value and Charge for It | Profits: New Firms, New Measures | When Staffers Meet Clients | Selling Product, not Hours | Maximizing Social Media: The Importance of People | What Are AI and Bots? | True Diversity Means Creating Equity
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Are you exhausted or energized? If you know me, you know that I can’t wait to help you get started on your journey.
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‘Botkeeper For Dummies:’ The Official Virtual Book Launch

Live web event set for Sept. 16. Register here | Learn more

With Jody Padar
The Radical CPA

Botkeeper, the upstart artificial-intelligence-based bookkeeping platform, will debut their new book “Botkeeper For Dummies,” co-authored by Jody Padar, The Radical CPA, at a live web event Sept. 16.

Register here | Learn more

Padar and co-authors Chris Mahl, Botkeeper president, and Byron Patrick, a leading CPA technology consultant, will be joined by:

ABOUT US

Padar Joins Botkeeper as VP Strategy

Artificial intelligence software developer lands “The Radical CPA.”

By CPA Trendlines

Jody Padar, a CPA Trendlines expert author and one of the most influential people in the profession, is joining Botkeeper as vice president of strategy, charged with bringing the artificial-intelligence-based accounting software developer closer to the accounting profession.

See more: Jody Padar, The Radical CPA

Padar is a leader in the transition of next-generation public accounting firms through open collaboration and change management. She is the author of The Radical CPA and From Success to Significance: The Radical CPA Guide.

AUTHORS in the NEWS

Radical CPA Jody Padar Partners with Marketing by Numbers

New video service for accounting firms.

By CPA Trendlines

CPA Trendlines expert contributor Jody Padar, CPA, MST, principal of New Vision CPA Group and founder of The Radical CPA, is partnering with Marketing by Numbers, a new video marketing service for accounting firms.

Click to see Jody’s video: Nine Year-End Tax Strategies

With the partnership, The Radical CPA will leverage the Marketing by Numbers video service and platform to further educate accounting firms and CPAs on using technology to grow their firms more efficiently. READ MORE →

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Jody Padar

MORE AT STORE.CPATRENDLINES.COM

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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