THE RADICAL CPA

Fixing the broken retail tax prep model.

By Kayleigh Padar

What if tax CPAs charged labor for a platform and were not even a firm, but part of a franchise and technology play?

MORE ON RADICALISM: Product Management: Start with These 6 Steps | 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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This is the story of Happy Tax. And it is changing the nature of our business as we know it.
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How 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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It’s about spreading change.

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

Jason Ackerman and Bernard Ackerman run the firm BNA CPA together as a dynamic family duo. Based in Rock Hill, SC, the firm consists of 20 employees and is modernized, offering flexible schedules to its employees and choosing value pricing over timesheets.

MORE ON RADICALISM: Tips from a Veteran Product Manager | Transitioning to Radical: How Carl Famiglietti Did It | How to Develop Productized Services | Firm Product Management Is the Way to the Future | 10 Steps to Start Innovating | The Value of New Ideas
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“My dad has always had a progressive mindset,” said Jason Ackerman. “He has always had the mindset that anybody can contribute to the team and he really focuses on the team culture.”
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No timesheets. No titles.

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

“The position makes the person,” said Carl Famiglietti, managing partner of Moody, Famiglietti & Andronico, a 160-person firm located in Tewksbury, MA. His firm has undergone Radical changes since he took the helm in 2004, a time that he calls “The Reset.”

MORE ON RADICALISM: Going Deeper into Product Management | Productized 1099s the New Vision Way | Karbon Builds a Practice Management Platform on Steroids | Why Our Clients Need Us to Be Radical | Introducing the Fifth Radical Tenet: The Business Model
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Famiglietti has learned a lot as he has focused on building an organization for perpetuity.
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Part of it is bringing people together.

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

If we are going to be acting like product managers, we really need to know what they do. The best place to start is defining product management.

MORE ON RADICALISM: Productized 1099s the New Vision Way | How to Develop Productized Services | Firm Product Management Is the Way to the Future | 10 Steps to Start Innovating | The Value of New Ideas
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According to Steven Haines’ book “The Product Manager’s Survival Guide,” product management refers to the holistic management of products and portfolios – from the time they are conceived to the time they are discontinued and withdrawn from the market. In essence, it’s the business management of products. Product management can also refer to the organization that serves to lead and integrate the work of people from other functions.
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