strategy

The Four Tenets of Radical Firms: A Brief Review

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Purple No. 4 billiard ballSay goodbye to change management.

By Jody Padar
The Radical CPA

Before we can fully leap into the future, we need to understand where we’ve been.

MORE ON RADICALISM: The Radical CPA: Always Changing | The Four Factors for Fixed Pricing | Clients Buy Solutions, Not Time | How to Leverage Social Media | Target Content to Consumers, Not Industry | Narrow Your Social Focus | Why Transparency Matters to Clients
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The foundation of any Radical or New Firm is comprised of the four tenets.
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The Radical CPA: Always Changing

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Chalkboard reading "Free thinkers wanted"How did we get here and where are we going?

By Jody Padar
The Radical CPA

People always ask me why “radical”? Isn’t it a charged word?

What’s so radical about me?

MORE ON RADICALISM: The Four Factors for Fixed Pricing | Clients Buy Solutions, Not Time | Narrow Your Social Focus | How to Measure Social Business… and Why | 6 Ways the Cloud Helps CPA Firms | You’re Already a Consultant
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When I talk about radical, it’s not so much about me, but about my beliefs and actions.
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The Benefits of a Client Situation Review

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6 people in a business meetingThis is high-level and interactive, not a presentation.

By Domenick J. Esposito
8 Steps to Great

The Client Situation Review (“CSR”) is an effective tool for delivering client value.

MORE ON STRATEGIC PLANNING: Show Clients How to Improve Working Capital | What a Client Service Plan Can Add | 36 Consulting Services You Might Be Overlooking | How to Drive Consistent Partner Behavior | CPA Firm Partner Performance: Different Activities, Different Metrics | Develop the Partners You Already Have | How Many Partners Do You Need? | How to Develop Tactics for Your Strategic Plan | The Big Eight: Harsh Realities for Firms Today
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The CSR process is one of the most powerful and effective techniques for strengthening a client relationship and improving the quality and level of your service. In the spirit of building a mid-market sustainable brand, you can use the CSR to demonstrate your ability to add value by providing creative ideas, asking the right questions, identifying challenges and providing solutions.
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What a Client Service Plan Can Add

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Businesswoman in a meeting with a male colleague smiling at him as they sit at a table discussing paperwork over coffeeMake distinctive service a process.

By Domenick J. Esposito
8 Steps to Great

Derived from the understanding that each client has a different set of needs, your firm needs to develop a client service plan that tailors your services to match client needs.

MORE ON STRATEGIC PLANNING: Capital Markets 101 | Do You Belong In Cybersecurity? | Why You Need Marquee Clients | Net Profits: How Much to Whom? | How to Drive Partner Performance with a Smart Compensation Plan | 3 Tools to Boost Your Metrics | Start with Sound Firm Governance, Economics
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The client service plan ensures the highest level of quality service by focusing your engagement team on exceeding a client’s expectations.
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The Four Factors for Fixed Pricing

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Price targetPlus 5 reasons not to manage employees by timesheet.

By Jody Padar
The Radical CPA

Ron Baker and Ed Kless of the VeraSage Institute are the hands-down experts on value pricing. They do a phenomenal job of explaining how it works and why you shouldn’t track time.

MORE ON RADICALISM: Clients Buy Solutions, Not Time | How to Leverage Social Media | Why Transparency Matters to Clients | How to Become a Social Business | The Cloud Is Your Starting Point | Why Transparency Matters in the ‘New Firm’ | 10 Questions to Prepare for Radical Change | Radical Firms Embrace 4 Values
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I’ve done it for the last nine years and I absolutely love it. I would never go back to time and billing.
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Clients Buy Solutions, Not Time

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Hand building word "solution" with letter blocksPlus 4 notes about client phone calls.

By Jody Padar
The Radical CPA

“Forget about pricing and think about what people buy.”

MORE ON RADICALISM: How to Leverage Social Media | Target Content to Consumers, Not Industry | Social + Strategy = Success | Make the Cloud Work for You | 5 Ways to Capitalize on Trends | Embrace Disruption | New Thinking Brings New Results | 10 Questions to Prepare for Radical Change | Who’s Your Competition? EVERYONE | How the ‘New Firm’ Was Born | Radical Firms Embrace 4 Values | Radical or Complacent? You Choose | 3 Questions to Ask If You Dare
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Customers are not buying our time. They may be buying our expertise. But they’re really buying a solution to their problem.
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How to Leverage Social Media

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Man showing woman something on laptop computerMake use of ALL your connections.

By Jody Padar
The Radical CPA

Social media is great for connecting with clients and prospects, but it also makes it easier to get published in the real media and that will give you the collateral for marketing.

MORE ON RADICALISM: Target Content to Consumers, Not Industry | Narrow Your Social Focus | How to Measure Social Business… and Why | 6 Ways the Cloud Helps CPA Firms | You’re Already a Consultant | New Thinking Brings New Results | How the ‘New Firm’ Was Born
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I’ve been quoted in Entrepreneur, Forbes and Inc. That’s priceless! That’s what I call return on attention.
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36 Consulting Services You Might Be Overlooking

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business meeting of a woman and two menPlus 38 events that trigger those needs.

By Domenick J. Esposito
8 Steps to Great

In today’s business world, the greatest growth and margin opportunities for a CPA firm are in the consulting area, as clients outsource specialized skills to deal with business challenges that they cannot handle internally.

MORE ON STRATEGIC PLANNING: How to Implement Industry Practice Groups | Why You Need Marquee Clients | Net Profits: How Much to Whom? | How to Drive Partner Performance with a Smart Compensation Plan | 3 Tools to Boost Your Metrics
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Presented below is a summary of the most typical CPA firm service offerings, together with opportunity triggers and market trends.
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