THE RADICAL CPA

Technology + Transparency = Transformation

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Clear glass marble on a beachYour goal: build efficiencies and create repeatable product sales.

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

In “The Radical CPA,” I explained the cloud and how it works. However, I’ve always maintained that the hows are not important.

MORE ON RADICALISM: True Diversity Means Creating Equity | A Legacy of Leadership Must Extend to Diversity | The Persona: A Closer Look | 3 Challenges in Shifting to Product Management | Productized 1099s the New Vision Way | Why Our Clients Need Us to Be Radical | Introducing the Fifth Radical Tenet: The Business Model
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What’s critical to understand is that cloud firms require a new type of management. Why?
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True Diversity Means Creating Equity

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Woman opens door to find brick wall behind itWho is trying to get in the room but can’t?

By Liz Gold
in From Success to Significance: The Radical CPA Guide

So, we know you can’t just put the diversity and inclusion phrase on marketing materials and call it good. There needs to be some substance behind the claim.

MORE ON RADICALISM: A Legacy of Leadership Must Extend to Diversity | 5 Ways to Create a More Diverse and Inclusive Workplace | Goals, Goals, Goals | 3 Challenges in Shifting to Product Management | Productized 1099s the New Vision Way | Why Our Clients Need Us to Be Radical
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Part of that substance includes looking at the word “equity” and considering how you can provide equitable opportunities and growth potential to every individual in your firm.
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A Legacy of Leadership Must Extend to Diversity

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Latina businesswoman using earpiece with businessmen in backgroundOpportunity needs to be available to everyone.

By Liz Gold
in From Success to Significance: The Radical CPA Guide

Though it is slowly changing, most accounting firms are traditional in the sense that they are still owned and managed by white, Baby Boomer-aged men wearing nice suits and ties. It’s been the go-to standard for decades. Slowly, I would argue, more hoodies and hip sneakers are taking over the suits, as is common in startup culture, but this obviously depends on the firm and its customers.

MORE ON RADICALISM: 5 Ways to Create a More Diverse and Inclusive Workplace | Creating More Diversity in Accounting Firm Leadership | Accodex Sets Up a Platform for Practice Management | Product Management: Start with These 6 Steps
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And while technology may be changing at the speed of light, firm processes are getting more streamlined and even more firms are looking to value pricing because they just understand the limitations of timesheets, change also needs to be happening from a talent and business development perspective.
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5 Ways to Create a More Diverse and Inclusive Workplace

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Portrait of Minda Harts
Harts

“Doing nothing is not an option.”

By Minda Harts
in From Success to Significance: The Radical CPA Guide

When you think about the structural elements it will take to create a company culture that is both diverse and inclusive, what comes to mind?

MORE ON RADICALISM: Embrace Difference and Diversity | Goals, Goals, Goals | 3 Challenges in Shifting to Product Management | Tips from a Veteran Product Manager | Productized 1099s the New Vision Way | Why Our Clients Need Us to Be Radical
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Real cultural shifts take time, money and buy-in from all stakeholders. A more diverse and inclusive environment is not only intended for internal use, but will also help you attract and retain more diverse clientele. Verna Myers said it best: “Diversity is being invited to the party, inclusion is being asked to dance.”
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Creating More Diversity in Accounting Firm Leadership

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Donny C Shimamoto, CPA CITP IntrapriseTechKnowlogies
Shimamoto,

A Q&A With Donny C. Shimamoto, CPA, CITP, CGMA, and managing director of IntrapriseTechKnowlogies LLC. 

By Liz Gold

Liz Gold: Do you think the profession is getting better in terms of more people of color in leadership positions? Why or why not?

MORE ON RADICALISM: Embrace Difference and Diversity | Goals, Goals, Goals | Happy Tax: Why You Need to Know Its Name | 3 Challenges in Shifting to Product Management | Tips from a Veteran Product Manager | Productized 1099s the New Vision Way | Karbon Builds a Practice Management Platform on Steroids | Why Our Clients Need Us to Be Radical | Introducing the Fifth Radical Tenet: The Business Model | The Value of New Ideas | Our Pain Points Are Opportunities | Dear Midsized Firms: Yes, You Can Change | The Radical Road to (Business) Transformation | Transitioning to a Radical Firm: Bringing a Legacy Customer Along | The Four Tenets of Radical Firms: A Brief Review | The Radical CPA: Always Changing
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Donny Shimamoto: The profession is getting a little better, but there is a distinct lack of Asian-American professionals in leadership positions in the AICPA volunteer ranks.
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Embrace Difference and Diversity

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Woman working on tablet in officeWhy didn’t I speak up? Because I wanted to be a team player.

By Liz Gold

Difference comes in many forms. Race, gender identity, sexual orientation, religion, age, ability, learning style, personality – these characteristics are just a few of the many that make us who we are, yet isn’t it amazing that many of us only bring a fraction of ourselves to work?

MORE ON RADICALISM: Goals, Goals, Goals | Accodex Sets Up a Platform for Practice Management | Product Management: Start with These 6 Steps | Product Management Meets Strategy | Transitioning to Radical: How Carl Famiglietti Did It | How to Develop Productized Services
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Diversity is a loaded word. August de los Reyes is the head of design and research at Pinterest. In a TechCrunch video, he talks about the connotative baggage that comes along with the term “diversity,” preferring to take the term in the literal sense.
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Goals, Goals, Goals

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Businessman crossing finish line after leaping hurdlesYour timeline needs a deadline, or big things won’t get done.

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

Now that we know who our customers are and our desired business model, we’re going to think about what we’re going to do for the rest of the year. We’re going to create goals!

MORE ON RADICALISM: Accodex Sets Up a Platform for Practice Management | The Persona: A Closer Look | Father, Son Team Up to Capitalize on Capacity | Going Deeper into Product Management | Firm Product Management Is the Way to the Future | Why Our Clients Need Us to Be Radical
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I’ve talked about Aha! and how that helps me set a course for my firm. But what I really like about the platform is that once you create goals, you can move them around. And it’s not a big deal!
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Accodex Sets Up a Platform for Practice Management

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Portrait of Chris Hooper
Hooper

The goal: admit new partners without bottlenecks.

By Kayleigh Padar

Chris Hooper, the CEO and managing partner of Accodex, recently redesigned the firm’s business model to respond to clients’ changing accounting needs. The firm operates in four areas: the United States, the United Kingdom, Australia and the Philippines. It is made up of over 50 employees.

MORE ON RADICALISM: The Persona: A Closer Look | Happy Tax: Why You Need to Know Its Name | 3 Challenges in Shifting to Product Management | Tips from a Veteran Product Manager | Productized 1099s the New Vision Way | Karbon Builds a Practice Management Platform on Steroids | Why Our Clients Need Us to Be Radical | Introducing the Fifth Radical Tenet: The Business Model | Dear Midsized Firms: Yes, You Can Change
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“I started with a small practice in 2011 in Australia,” Hooper said. “It was 100 percent cloud, fixed fee, global from the get-go. There wasn’t really a need to change those fundamentals.”
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