What Are AI and Bots?

Robot with penALSO: Talking to vendors about technology.

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

Are you ready? Because we’re Radical 2.0 and we’re going beyond bank feeds.

MORE ON RADICALISM: The Cloud at Work | Technology + Transparency = Transformation | 5 Ways to Create a More Diverse and Inclusive Workplace | Goals, Goals, Goals | Product Management Meets Strategy
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The reason being is that technology is automating everything faster. Soon we will be using artificial intelligence and bots to do accounting.
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The Cloud at Work

Businesswoman at laptop with cloud floating above outstretched handYou don’t need IT to make your choices, just someone savvy.

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

As a Radical CPA, you already know the cloud allows you to work anytime, anywhere. By adopting the cloud, you can connect to all your data via an Internet browser or an app. You can work on almost any device.

MORE ON RADICALISM: Technology + Transparency = Transformation | True Diversity Means Creating Equity | 3 Challenges in Shifting to Product Management | How to Develop Productized Services | Dear Midsized Firms: Yes, You Can Change
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It’s a pretty brilliant invention.
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Technology + Transparency = Transformation

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

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

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

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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Embrace Difference and Diversity

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

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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