Make the Cloud Work for You

Staircase of 10 steps10 steps (and you don't have to take them all at once).

By Jody Padar

Once you decide on what cloud software you want to use, here are the ten steps you need to make the transition:

MORE ON RADICALISM: The Cloud Is Your Starting Point | Why Transparency Matters in the ‘New Firm’ | 10 Questions to Prepare for Radical Change | Radical Firms Embrace 4 Values | Radical or Complacent? You Choose | 3 Questions to Ask If You Dare

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Step 1: Adopt for your own practice. Choose an online software you’d like to try and input your financials. It’s the easiest move to make, and you’ll learn a lot during the process. You’re the most intimate with your own financials, so start there.

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6 Ways the Cloud Helps CPA Firms

Woman ascending staircase into cloudsBONUS: 7 specific tools.

By Jody Padar

We've said the backups and the intangibles outweigh the little annoyances. But what specifically will you gain from moving to the cloud?

MORE ON RADICALISM: The Cloud Is Your Starting Point | 5 Ways to Capitalize on Trends | Embrace Disruption | Who’s Your Competition? EVERYONE | Radical or Complacent? You Choose

1. It will help you go paperless. The cloud has helped me rethink my entire document management system and my firm is now 100 percent paperless. The problem with document management systems today is that they’re very static for working in a fluid environment. I have yet to find a technology that addresses this issue to my liking.
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The Cloud Is Your Starting Point

Man typing into cloudYour customers’ expectations have changed, so you might as well embrace them.

By Jody Padar

Let me clear this up now: The cloud is not an actual cloud.

MORE ON RADICALISM: You’re Already a Consultant | Why Transparency Matters in the ‘New Firm’ | 10 Questions to Prepare for Radical Change | Who’s Your Competition? EVERYONE | Radical or Complacent? You Choose | 3 Questions to Ask If You Dare

It’s your software in a computer room, miles away from your physical location. I’ve been to the cloud and it’s a funny and interesting place to visit.

It’s just a warehouse; they take your driver’s license, they scan you in, inspect your eyeballs and make sure that you’re not some bad person. There’s a large area full of servers and wires and it’s unbelievably hot. But what was especially endearing about my experience was that my cloud provider, Byron Patrick from Simplified Innovations, couldn’t contain his excitement about taking me. He was like a kid in a candy shop. It must be a techie thing.
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5 Ways to Capitalize on Trends

Number5-AdobeStock_58123020The market is moving. Can you keep up?

By Jody Padar

A CCH white paper, “Charting a Course for the Future: A Report on Firm Preparedness,” defines some of the trends that will have the most significant impact on accounting firms and their customers over the next five years.

MORE ON RADICALISM: You’re Already a Consultant | Why Transparency Matters in the ‘New Firm’ | Embrace Disruption | New Thinking Brings New Results | 10 Questions to Prepare for Radical Change | Who’s Your Competition? EVERYONE | How the ‘New Firm’ Was Born | Radical Firms Embrace 4 Values | Radical or Complacent? You Choose | 3 Questions to Ask If You Dare

The study also notes how well-prepared accountants are to take advantage of these trends. By putting the “very prepared” firm under the magnifying glass, the report examines what makes firm owners confident about the future.
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You’re Already a Consultant

Two businesswomen shaking hands in modern officeChances are you offer clients more than you realize.

By Jody Padar

To me, the most trusted business advisor is the small busi­ness advisor. That’s what my customers see. My firm serves small businesses from the ground up to $10 million. Yes, we look at their numbers, but, practically speaking, one gains a lot when you’re in their financial underwear drawer.

MORE ON RADICALISM: Why Transparency Matters in the ‘New Firm’ | Embrace Disruption | 10 Questions to Prepare for Radical Change | Radical Firms Embrace 4 Values | 3 Questions to Ask If You Dare

Most of our conversations are around their questions. It’s a natural extension of the work we already do – financials, taxes, payroll, cash flow and forecasting.
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Why Transparency Matters in the ‘New Firm’

Clear glass marble on a beachIt's time to move from number cruncher to advisor. Here are 4 questions to ask.

By Jody Padar
The Radical CPA

Aside from creating a new way to do compensation and work, the “New Firm” model brings upon a whole new level of trans­parency for both the customers you work with and your employ­ees...

MORE ON RADICALISM:Embrace Disruption | New Thinking Brings New Results | 10 Questions to Prepare for Radical Change | Who’s Your Competition? EVERYONE | How the ‘New Firm’ Was Born | Radical Firms Embrace 4 Values | Radical or Complacent? You Choose | 3 Questions to Ask If You Dare

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...In at least four ways:

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Embrace Disruption

Objects and furnishings flying about office4 questions you'll have to face.

By Jody Padar

With revolutionary change, comes disruption. You knew that, right? The three laws of disruption say that:

MORE ON RADICALISM: New Thinking Brings New Results | 10 Questions to Prepare for Radical Change | Who’s Your Competition? EVERYONE | How the ‘New Firm’ Was Born | Radical Firms Embrace 4 Values | Radical or Complacent? You Choose | 3 Questions to Ask If You Dare

  1. Disruption comes to us all. So, if you’re reading this, you’re going to be disrupted. Congratulations, that’s a good thing!
  2. Disruption comes because of changes in the product-market fit.
  3. There are only three methods to change the product-market fit.

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