Jody Padar, Author at CPA Trendlines

Join the Radical Movement

Who defines innovation? You.

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

It's time to get going!

You’ve read my Beyond Radical approach.

MORE ON RADICALISM: Quick Tip: 7 Ways to Add Value and Charge for It | Profits: New Firms, New Measures | When Staffers Meet Clients | Selling Product, not Hours | Maximizing Social Media: The Importance of People | What Are AI and Bots? | True Diversity Means Creating Equity
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Are you exhausted or energized? If you know me, you know that I can’t wait to help you get started on your journey.
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Get Comfortable with Selling

But first, define the result.

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

We need to sell something other than time.

MORE ON RADICALISM: Why Time and Billing Is Over | Quick Tip: 7 Ways to Add Value and Charge for It | How Timesheets Stymie Teams | Eric Majchrzak: Taking Risks with Marketing | Four Rules for Setting Boundaries in a Social and Mobile World | Blockchain: The Basics
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We need to sell an outcome. We need to sell a result. We don’t need to sell time anymore.
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Why Time and Billing Is Over

Measure outputs, not hours.

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

I know you must be tired of me saying this.

MORE ON RADICALISM: Quick Tip: 7 Ways to Add Value and Charge for It | Profits: New Firms, New Measures | When Staffers Meet Clients | 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
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But the real reason why I’m able to take on more and focus my energy on expansion is because utilization isn’t relevant to my firm.
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7 Ways to Add Value and Charge for It

"This is the hardest for CPAs..."

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

First: Create accountability. Follow up. Ask a question to a business owner, give them a deadline and then call them out on the follow-through.

MORE ON RADICALISM: Profits: New Firms, New Measures | DeLeon & Stang Launches ‘Anticipatory Organization’ Model | How Timesheets Kill Teamwork | Top 20 Social Media Hacks to Build Your Business
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This is Coaching 101. Did they do what they said they were going to do? Most small business owners have no one to report to, and they appreciate you taking an interest.

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Profits: New Firms, New Measures

Easing the power struggle between succession and partner compensation.

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

I’m going to address the elephant in the room. Ready? It’s succession and how it relates to partner compensation.

MORE ON RADICALISM: DeLeon & Stang Launches ‘Anticipatory Organization’ Model | How Timesheets Stymie Teams | Eric Majchrzak: Taking Risks with Marketing | Four Rules for Setting Boundaries in a Social and Mobile World | Blockchain: The Basics
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I can give you many reasons why time and billing is no longer relevant. I can give you the reasons why customers want fixed or value-based prices.
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FEATURED

DeLeon & Stang Launches ‘Anticipatory Organization’ Model

When transactions post automatically, what will accountants do?

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

Al DeLeon, founding partner of DeLeon & Stang in Virginia and Maryland, has introduced the Anticipatory Organization model to the firm.

MORE ON RADICALISM: How Timesheets Stymie Teams | When Staffers Meet Clients | 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 | Accodex Sets Up a Platform for Practice Management | Product Management: Start with These 6 Steps
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What does that mean exactly?

FEATURED

How Timesheets Stymie Teams

"When you aren’t tracking the minutes, your team can learn to lead itself."

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

Where is ownership and leadership in the old-school model?

Uh, nowhere?

MORE ON RADICALISM: When Staffers Meet Clients | How Timesheets Kill Teamwork | Top 20 Social Media Hacks to Build Your Business | Thoughts on AI from Sage’s Kriti Sharma | Technology + Transparency = Transformation | 5 Ways to Create a More Diverse and Inclusive Workplace | Product Management Meets Strategy
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Is that why everyone is complaining there is no one left to take over our firms anymore? Whose fault is that?
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SPECIAL

When Staffers Meet Clients

Are 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
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Partners have the skills, but those skills don’t get transferred to our lower-level employees.
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How Timesheets Kill Teamwork

Hourly 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
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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.
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FEATURED

Eric Majchrzak: Taking Risks with Marketing

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 B 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
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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:
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MARKETING & SALES

When You’re Selling Product, not Hours

Winning 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
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Why? Because there are advantages to selling a product.
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MARKETING & SALES

Maximizing Social Media: The Importance of People

"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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Jody Padar

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Jody Padar, CPA, MST, is one of the profession’s foremost visionaries and pioneers. She is the author of:

The Radical CPA

and

From Success to Significance: The Radical CPA Guide

As a practitioner, she is 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 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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