By Bill Reeb
Having a desire for something is the first step in your process. Once you have identified what is important to you, the desire step then includes creating
- a plan,
- plan tactics,
- a realistic timeline and
- reasonable expectations.
MORE: 3 Early Warning Signals for Overachievers | Learn More By Letting Go | Don’t Let Others Block Your Path | How Overachievers Can Get ‘Unstuck’
Exclusively for PRO Members. Log in here or upgrade to PRO today.
My approach is to immediately start introducing you to a variety of techniques, each followed by a short exercise that will ask you to assess how you are performing as well as how you might apply the technique to help maintain or start building momentum toward your objective. These techniques are focused on helping you discover what you want to achieve.
Go PRO Today: Choose one of these great offers
Monthly Plan, $24.97
Save $5/month (17%)!
7-day, no-risk free trial
then billed to your credit card monthly.
(Cancel any time)
Regular monthly rate: $29.97
Yearly Plan, $249.95
Save $110/year (30%)!
7-day, no-risk free trial
then billed to your credit card annually.
Regular annual rate: $359.95
See our Special Covid Crisis Special Offer!
Some limitations may apply.
Get instant access, expires in 24 hours.
One-time, non-recurring, charge of $12.99
About the Author
Bill Reeb, CPA, CITP, CGMA, is CEO and co-founder of The Succession Institute LLC and 2019-2020 chair of the AICPA.
Bill has been consulting for three decades to all sizes of businesses, from Mom and Pop operations to Fortune 100 companies, primarily in the areas of strategy, leadership and change management.
He decided to add the credentials of CPA behind his advisory work and became a CPA in 1986. Prior to his life as a CPA, he worked for IBM in sales back in the late 70’s. As an entrepreneur, Bill has founded seven small businesses, he had two ladies clothing stores, one retail computer software store, a software development firm, a computer consulting firm, a CPA firm, and his current management consulting firm - Succession Institute, LLC.
As an award-winning public speaker, Bill lectures throughout the U.S. and Canada to thousands of executives and CPAs each year. In addition, he has been featured on numerous video-taped and live television programs. As an award-winning author, Bill is internationally published with hundreds of articles and columns to his credit. He currently authors a bi-monthly column called “In the Bill-iverse” which is distributed by a number of State CPA Societies as part of their Practice Management e-newsletter. Besides being published by various magazines, journals and newspapers, Bill and his partner Dom have co-authored two books on Succession titled Securing the Future: Building Your Firm’s Succession Plan with its companion field guide called, Securing the Future: Implementing Your Firm’s Succession Plan. He and his partner also co-authored the Succession Resource Center website materials for PCPS in 2008 and the fourth edition of their consulting book called Becoming A Trusted Business Advisor: How to Add Value, Improve Client Loyalty, and Increase Profits. Finally, Bill’s newest book is titled The Overachiever’s Guide to Getting Unstuck: Replan, Reprioritize and Reaffirm. All of their books have been published by the American Institute of Certified Public Accountants (the AICPA).
Bill is an active volunteer within his profession having served in many leadership roles. He serves as an advisory board member of CPAFMA and KROST CPAs. For the AICPA, he is a past and current member of the Board of Directors and Council, past Commissioner on the National Accreditation Commission, and the 2018-2019 Vice Chair of the AICPA, putting him in line to become AICPA Chairman for the 2018-2019 term.
Bill has been honored by being named as a CPA Ambassador, was presented the Pathfinder Award and served as the Texas Vision Delegate. Accounting Today has recognized his efforts by listing him as one of the Top 100 Most Influential CPAs, CPA Magazine has named him as one of the Top 100 Most Influential Practitioners, and Inside Public Accounting has listed him as one of the top 10 most recommended CPA firm consultants.
Finally, Bill enjoys a number of hobbies. He is an avid golfer, skier, and enjoys being active. He spends the majority of his free time as an instructor teaching (as well as continually learning) six different stylesClick here for more by Bill Reeb