Commit to Change

Be sure to document every stage.

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:

Posted on January 20, 2023

Jody Padar

About the Author

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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