8 Steps for a Successful Change Process

Gold pyramid etched with symbolsPlus 4 common attacks to anticipate.

By Bill Reeb

We pick up in Part 3 of this column series with some additional changes in best practices that will help you better focus your talent on what is truly important to the firm’s future.

Parts 1 and 2: Change Happens: How to Master It. | Building Competency on Every Level
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As well, we will review a few simple change management strategies and approaches to propel the successful changes and transformations you and your organization desire to make. So, let’s get started.
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Building Competency on Every Level

diagram
Work is passed down to the next level once the saturation point has been reached.

Including 3 key initiatives in most strategic plans.

By Bill Reeb

Let’s discuss how firms need to alter their thinking as to what best practices might look like near term to better position themselves for the future that is almost here NOW.

MORE: Change Happens: How to Master It.
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First of all, which I have covered numerous times before, we have to truly address from a workload perspective the prevalence of the Upside-Down Pyramid™ in firms.
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Change Happens: How to Master It.

What’s next: “Smart” helmets powered by AI and AR.

By Bill Reeb

“Change” isn’t something you are expected to do once in a while anymore, but rather, “change” is something we are asked to do constantly.

MORE ON PERFORMANCE MANAGEMENT: What Happens When You DON’T Push Work Down | Why You Must Constantly Push Work Down
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Even while one change is in process, we often are asked to start another change.

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Change Overload: 5 Simple Coping Strategies

Master the change around you with some healthy new habits. 

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

This busy season brought with it massive changes in tax laws, form layouts, technology, and client confusion. If all this change seems to be a bit much, you’re not alone.

More from Sandi Leyva: 39 Advisory Services for Accountants  |  Mix and Match Marketing Channels  |  Marketing Materials 201: Some Advanced Tips  |  Testimonials: Why and How  |  10 Marketing Materials You Need  |  Make Direct Mail Work for You  |  How to Use ‘Warmed-Up’ Telemarketing  |  Content Marketing Types and Tips  |  Write Your Way to Expert Status    |  71 Places to Find New Clients  |  Awards Can Boost Your Reputation  |  Are You Newsworthy?  |  Step-by-Step: How to Make Newsletters Work for You  |

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Handling change requires extra energy and resources that our brains would rather not use, causing a struggle within ourselves.

As you move from the April 15th deadline to working on your pile of extensions, here are some tips to reduce the feeling of overwhelm and better manage your energy and productivity.

Everyone is different when it comes to the amount of change they can tolerate. Use these five tips to help you master the change around you.

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2019: NextGen Realities

Flex work, project-based learning, and app-connected clients.

By Tamera Loerzel
The Rosenberg MAP Survey

This next generation of leaders is eager to embrace changes in technology, pricing, and service — all to add new value to clients and the market.

MORE FROM THE MAP SURVEY: 2019: When CPAs Go Extinct | 2019: Appetite for Growth Unabated | Why You Need a Tech Strategy Consultant | 2019: Why Small Firms Shun Mergers | 2019: Expect More Alliances | 2019: Firms Grapple with Change
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But even some the most successful firms are struggling with the challenge, hindered by retiring partners who struggle to let go and turn over the reins to future leaders.
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Value Pricers Ignore Half the Pricing Puzzle

Profits.

By Frank Stitely
The Relentless CPA

The best thing about value pricing is that you can succeed with just one piece of information – the value of your services to clients. You can toss your time sheets or any other cost tracking.

More Stitely: Beware the Leeches and Consultants | 2 Lessons Clients Taught Me | No Consultant Can Solve Your Biggest Problem | The Great Marketing Hoax | What the Value-Pricers Get Wrong | 3 Rules for Asking Great Tax-Return Questions

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The income statement for a value-pricing CPA firm consists just of revenue – no expenses. Expenses are irrelevant when we have forward-looking metrics such as client and employee satisfaction.

Let’s have a little fun with the core tenet of value pricing. You only need know the value of your services to a client. You can ignore the cost of providing the services.

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No Consultant Can Solve Your Biggest Problem

Woman driving a sports carThe tough love only you can apply to your practice.

By Frank Stitely
The Relentless CPA

I know … you became a CPA because that sounded like an adult job that would give you the financial resources to buy that Lamborghini and winter in the south of France. Have that Lamborghini yet? Me neither. Clearly, people lied to us – #fakecareers. I’m not really into $2,000 oil changes anyway.

MORE: The Agile Accountant | The 21st-Century CPA Firm | The Great Marketing Hoax | The Cure for Commoditization | Ruthlessly Efficient Workflow Management | What the Value-Pricers Get Wrong | Four Amusing Millennial Myths | The Annual Tax Meeting is Dead. Clients Killed It. | 3 Rules for Asking Great Tax-Return Questions

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So, let’s shift the focus from you to your firm. What will your firm be when it grows up? What do you want it to be? How do you transform your firm to make it the best it can be?

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