innovation

When Staffers Meet Clients

By

Senior businessman mentoring two younger workersAre they asking the right questions?

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

It’s our communication skills that need improvement.

MORE ON RADICALISM: How Timesheets Kill Teamwork | Eric Majchrzak: Taking Risks with Marketing | Four Rules for Setting Boundaries in a Social and Mobile World | Blockchain: The Basics | Technology + Transparency = Transformation | 5 Ways to Create a More Diverse and Inclusive Workplace
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Partners have the skills, but those skills don’t get transferred to our lower-level employees.
READ MORE →

How Timesheets Kill Teamwork

By

High angle view of business people stacking hands in a teamwork gestureHourly record-keeping is an individual sport.

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

Capacity gives you and your team incredible opportunities for professional growth. Never at any of my old-school firm jobs did I feel like I was part of a team.

MORE ON RADICALISM: Eric Majchrzak: Taking Risks with Marketing | Selling Product, not Hours | Maximizing Social Media: The Importance of People | What Are AI and Bots? | True Diversity Means Creating Equity | Creating More Diversity in Accounting Firm Leadership | The Persona: A Closer Look | 3 Challenges in Shifting to Product Management | Tips from a Veteran Product Manager | Productized 1099s the New Vision Way
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Yes, I had co-workers who would help if needed. But it was always at the expense of an hour. That may seem harsh, but if your managers are looking at budget hours and you need coaching to get through your part of the assignment, they might only offer up their help begrudgingly.
READ MORE →

Eric Majchrzak: Taking Risks with Marketing

By

Portrait of Eric Majchrzak
Majchrzak

3 experiments his firm is trying.

By Jody Padar
The Radical CPA Guide

Eric Majchrzak is a shareholder and the chief marketing officer of BeachFleischman PC, a Top 200 firm in Tucson, Arizona, with approximately about $28 million in revenue, 21 partners and 160 employees.

MORE ON RADICALISM: Selling Product, not Hours | Top 20 Social Media Hacks to Build Your BTechnology + Transparency = Transformation | 5 Ways to Create a More Diverse and Inclusive Workplace | Goals, Goals, Goals | Happy Tax: Why You Need to Know Its Name
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

We go way back. He’s been known to be pioneering when it comes to digital marketing and social media. I asked him what he’s been up to lately; this is how he responded:
READ MORE →

When You’re Selling Product, not Hours

By

Word "MARKETING" highlighted above other wordsWinning in niches gets easier, too.

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

Product marketing is so different than selling service hours. It’s easier to teach to your employees.

MORE ON RADICALISM: Top 20 Social Media Hacks to Build Your Business | Four Rules for Setting Boundaries in a Social and Mobile World | Blockchain: The Basics | Technology + Transparency = Transformation | 5 Ways to Create a More Diverse and Inclusive Workplace | Goals, Goals, Goals | Happy Tax: Why You Need to Know Its Name | Product Management Meets Strategy
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Why? Because there are advantages to selling a product.
READ MORE →

Four Rules for Setting Boundaries in a Social and Mobile World

By

Businessman using smartphone while waiting at a subway stationYour customers expect service everywhere they find you. Rule 1: set expectations.

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

Here are some of my tips on setting boundaries in the social world.

MORE ON RADICALISM: Maximizing Social Media: The Importance of People | Thoughts on AI from Sage’s Kriti Sharma | The Cloud at Work | A Legacy of Leadership Must Extend to Diversity | The Persona: A Closer Look | Productized 1099s the New Vision Way
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

1 – Be upfront with your customers. If I respond immediately – awesome, however on social I may not respond immediately.

READ MORE →

Maximizing Social Media: The Importance of People

By

Young people holding social media logos“Social selling is lead generation rooted in social media.”

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

Social media is the underdog of business development. Although I build relationships in both an offline and the online world, most my firm’s business comes directly from having both an online and an offline connection. I have multiple clients now whom I have never met IRL (in real life).

MORE ON RADICALISM: Thoughts on AI from Sage’s Kriti Sharma | Blockchain: The Basics | Technology + Transparency = Transformation | 5 Ways to Create a More Diverse and Inclusive Workplace | Product Management Meets Strategy | Transitioning to Radical: How Carl Famiglietti Did It
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

It’s all about relationships; it always has been. 
READ MORE →

Thoughts on Artificial Intelligence from Sage Software’s Kriti Sharma

By

Robot typing on desktop keyboardWhat role will AI play for your clients?

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

Kriti Sharma, vice president of AI and bots at Sage, said this in response to the bot called Digit:

MORE ON RADICALISM: Blockchain: The Basics | What Are AI and Bots? | True Diversity Means Creating Equity | Creating More Diversity in Accounting Firm Leadership | Accodex Sets Up a Platform for Practice Management | Father, Son Team Up to Capitalize on Capacity | Dean Quiambao: ‘If You’re Not Disrupting, You’re Not Doing It Right’
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

“As an industry, we need to be more careful about that. It’s not just moving money from one account to another. The second point I would say is design. It’s a very important element of this. We see people sometimes like to have more control.
READ MORE →

Blockchain: How to Look Like a Hero to Your Clients

By

How to use the technology to add value to my firm and our customers.

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

Historically, when it comes to transacting money or anything else of value, people and businesses have relied heavily on intermediaries such as banks and governments to ensure trust and certainty. Middlemen perform a range of important tasks that help build trust into the transactional process, such as authentication and recordkeeping.

MORE ON RADICALISM: What Are AI and Bots? | The Cloud at Work | A Legacy of Leadership Must Extend to Diversity | The Persona: A Closer Look | 3 Challenges in Shifting to Product Management | Tips from a Veteran Product Manager
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Blockchain changes this.
READ MORE →