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Get the Right People on the Bus

 

people gathering in the shape of an arrowShift from serving clients to serving and developing leaders.

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

“Once you recognize that the purpose of your life is not to serve your business, but that the primary purpose of your business is to serve your life, you can then go to work on your business, rather than in it, with a full understanding of why it is absolutely necessary for you to do so.” – Michael E. Gerber, “The E-Myth Revisited”

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As our team was growing and we reached over 30 team members, we recognized the need to establish a formal leadership team. When we were smaller, it worked fine for Adam and me to be the primary decision makers, but as our client base and workload grew, we realized we would become a bottleneck and slow things down. At that point, we made a conscious effort to transition our daily tasks and client responsibilities to other team members so we could remove ourselves from the weeds and focus on the higher-level view of the company.
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STREAMING NETWORK

Tyree: Cracking the Code for Successful M&As | Gear Up For Growth

Trust, values, and local connections are fueling the national rise of one of accounting’s newest Top 50 firms.

This is a preview. The complete episode is first available exclusively to PRO Members | Go PRO here
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Gear Up for Growth
With Jean Caragher
For CPA Trendlines

4ImpactData: 10X Your Advisory. Not Your Headcount

“If we say we’re going to do something, we’re going to do it. And that’s how you build trust,” says Josh Tyree, president of Sorren, during an episode of Gear Up for Growth. Host Jean Caragher, president of Capstone Marketing, sat down with Tyree to discuss how the newly-formed Top 50 firm – created by the combination of 13 BDO Alliance firms – is navigating large-scale integration while laying the foundation for national growth. 

More Gear Up for Growth here. | More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More CPA Trendlines videos and podcasts here

The conversation reveals two critical lessons for CPA firms considering mergers or expansion.

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LEADERSHIP

Five Questions about Leadership vs. Management

Group of businesspeople hiding their faces behind question mark signs at office

Do you see yourself in either of these two businesses?

By Anthony Zecca
Leading from the Edge

Let’s look at examples of managing versus leading from two actual clients.

Stuck in Managing – Center Leadership

I was retained by the owner/CEO of a $40 million manufacturer of a home products company. The current leader inherited the business from his dad, and over 20+ years grew the business on the top line, but always struggled with profitability. Over the last few years, however, there was no top-line growth and he was frustrated.

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His leadership view of the future was the next quarter, and the company had no strategy or vision beyond the current year. The most he thought about the future was when they were preparing their annual budget. This was an incremental process versus a real bottom-up process coupled with a growth strategy so as a management tool, the budget was relatively useless.
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GROWTH STRATEGIES

Your Balanced Millionaire Journey Begins Now

Woman pulls pack storm page and reveals sunset.

How to bring it all together.

By Jackie Meyer

This is is the beginning of your revolution. You’ve journeyed with me through the trenches of hourly billing, felt the weight of burnout, and witnessed the exhilarating transformation to a seven-figure advisory firm built on my terms.

MORE: How to Cultivate Holistic Wealth | Five Hard-Earned Lessons from Exiting an Accounting Firm | Reclaim Your Hours with Time Management and Productivity Hacks | Hiring Strategies for Your Dream Team | Streamline Your Operations with Systems and Processes | From Compliance to Advisory: Shifting the Value Proposition | How I Became an Accidental Entrepreneur
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But this story, this blueprint, it was never truly about me. It was always about you, about the spark within you waiting to ignite. You’ve seen me go from an exhausted CPA, trading time for dollars, to an empowered entrepreneur, crafting a life where work supports my dreams, not suffocates them. And now, it’s your turn to step into that power.
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ABOUT US

Bissett Bullet: Ask the Expert

Today’s Bissett Bullet: Partner: “We tried this before and it didn’t work.”
MB: “Based on your analysis of that project, why didn’t it work?”
*silence*
Partner: “Dunno.”

By Martin Bissett

“We tried marketing and it did not work” is a refrain often heard from the managing partner’s office. This is because they neither understand marketing nor understand the failure or success thereof. To understand the subject, we first must master it, so bear in mind that to understand what makes a great marketing person or a great marketing campaign, we first must understand the discipline itself.

Today’s To-Do:

Take advice from a leader in their field about what works and what doesn’t in terms of professional services marketing so that you can delegate the task of marketing your firm in the future with the assurance and discernment that you know what works and what doesn’t.

See more Bissett Bullets here

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