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Use A PACT to Manage Change

portrait of Will Hill
Hill
 Will Hill is the founder and owner of Will Hill Consults, LLC,  a coaching and consulting firm serving the tax and accounting profession. He has been serving the tax and accounting community since 2001.

Effective communication needs to happen in three stages.

By Will Hill
The Holistic Guide to Wealth Management

The pace of change in the tax and accounting profession has increased dramatically in the last 20 years. Some change, such as regulatory change, is forced. Other forms of change, such as technology change, is imperative to make. But when it comes to making changes to your client engagement strategy, that choice is yours. I have not spoken to a firm owner yet over the past half decade who hasn’t had at least one significant change to their practice during that time. Many have gone through multiple changes per year.

MORE Rory Henry and The Holistic Guide to Wealth Management
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But just because you have gone through changes to your practice doesn’t mean you’ll be more successful. So, when we look at firms that have navigated change successfully to make a positive impact on their business, what sets them apart? They have one thing in common: They make “A PACT” for success.
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PRO Member Exclusive

The Talent War Has a Side Nobody Is Talking About

woman speaking and giving direction to subordinate

BONUS: A career ladder below partner.

By Hitendra Patil

Around the 150th conversation I had with firm owners about staffing – I counted for a while before I stopped – and a pattern became obvious. The firms struggling most with retention were almost always struggling with the same two things: no visible career path for anyone below the partner track, and no honest answer to the question of where the firm was going.

PE-backed firms have ready answers to both.

  • Career path: You will grow into a larger organization with more titles, more specialization and more upward movement.
  • Firm direction: toward scale, through acquisitions, toward an eventual liquidity event.

These are not always the right answers for every person. But they are clear answers. Clarity has real pull when someone is sitting across the table weighing their options.

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MARKETING & SALES

Make CPE Work for You

Businessman hailing taxi at airport

Three ways to recoup your investment.

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

Attending and learning from conferences can be amazing opportunities for your career or your business. They can also be huge money drains. It’s easy to take a look at the conference registration and make a quick decision about whether we can afford it – or even worse – whether it will clear our credit card limit or not.

MORE by Sandi Leyva
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A smart business owner will take a bit different approach. Here’s how to calculate how much revenue or increase in price you need to justify the expense of attending a conference.
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MARKETING & SALES

Bissett Bullet: Who is Taking Care of Your Team?

Today’s Bissett Bullet: “What do your team need from you in order to be at their very best?”

By Martin Bissett

Your team will need four things in order to do their very best for your clients. They need to be secure mentally, socially, physically and financially. When was the last time you checked that this is the case? It is small gestures such as this that build loyalty in practice.

Today’s To-Do:

Find the time to speak to at least one of your team members today. Ask how they are and find out if there is anything they need from you.

See more Bissett Bullets here

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