Four Rules for Setting Boundaries in a Social and Mobile World

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

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Maximizing Social Media: The Importance of People

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
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It’s all about relationships; it always has been. 
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Blockchain: How to Look Like a Hero to Your Clients

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
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Blockchain changes this.
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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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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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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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The Persona: A Closer Look

Closeup of businesswoman writing on a flipchartHow to create one and what to do next.

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

At my firm, one of our big personas is a real estate investment firm. They like a one-stop shop. They like our personalized attention. They know that we have a certain amount of practical, specialized tax knowledge that they can use.

MORE ON RADICALISM: Happy Tax: Why You Need to Know Its Name | Product Management: Start with These 6 Steps | Product Management Meets Strategy | Transitioning to Radical: How Carl Famiglietti Did It | How to Develop Productized Services | Firm Product Management Is the Way to the Future
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What do they dislike? They dislike the detail, because they’re deal guys, they’re big-picture guys, they just want to know: Can they defer the gain, can they not defer the gain, what is the gain? They tell us to take care of the details. Hands off, get it done yesterday, keep me out of jail, I hate taxes. I’m sure you know the type.
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Product Management: Start with These 6 Steps

Scrambled thoughts enter man's head, straightened ones come outHow well do you know your potential customers?

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

So, you’re in your new role. Now what?

MORE ON RADICALISM:  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
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It’s time to get organized and start rolling your plans out to the team. Here are the first steps to take in your new position as product manager.
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3 Challenges in Shifting to Product Management

Confident businesswoman looking straight at cameraAnd 4 skills the product manager must have.

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

Are you ready to take the plunge? As a Radical CPA, you’re already used to dealing with change.

MORE ON RADICALISM: Product Management Meets Strategy | Father, Son Team Up to Capitalize on Capacity | Going Deeper into Product Management | Dean Quiambao: ‘If You’re Not Disrupting, You’re Not Doing It Right’ | Josh Zweig’s LiveCA Offers New Thinking from the Ground Up | How ‘Agile’ Applies to CPA Firms
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But I’m here to tell you, your customers (and the market) are demanding that you not only deal with change, but master it. So how do you start?
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