the radical cpa

maximizing social media: the importance of people

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young people holding social media logos“social selling is lead generation rooted in social media.”

by jody padar
from success to significance: the radical cpa guide 

social media is the underdog of business development. although i build relationships in both an offline and the online world, most my firm’s business comes directly from having both an online and an offline connection. i have multiple clients now whom i have never met irl (in real life).

more on radicalism: thoughts on ai from sage’s kriti sharma | blockchain: the basics | technology + transparency = transformation | 5 ways to create a more diverse and inclusive workplace | product management meets strategy | transitioning to radical: how carl famiglietti did it
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it’s all about relationships; it always has been. 
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thoughts on artificial intelligence from sage software’s kriti sharma

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robot typing on desktop keyboardwhat role will ai play for your clients?

by kayleigh padar
from success to significance: the radical cpa guide

kriti sharma, vice president of ai and bots at sage, said this in response to the bot called digit:

more on radicalism: blockchain: the basics | what are ai and bots? | true diversity means creating equity | creating more diversity in accounting firm leadership | accodex sets up a platform for practice management | father, son team up to capitalize on capacity | dean quiambao: ‘if you’re not disrupting, you’re not doing it right’
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“as an industry, we need to be more careful about that. it’s not just moving money from one account to another. the second point i would say is design. it’s a very important element of this. we see people sometimes like to have more control.
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blockchain: how to look like a hero to your clients

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how to use the technology to add value to my firm and our customers.

by jody padar
from success to significance: the radical cpa guide

historically, when it comes to transacting money or anything else of value, people and businesses have relied heavily on intermediaries such as banks and governments to ensure trust and certainty. middlemen perform a range of important tasks that help build trust into the transactional process, such as authentication and recordkeeping.

more on radicalism: what are ai and bots? | the cloud at work | a legacy of leadership must extend to diversity | the persona: a closer look | 3 challenges in shifting to product management | tips from a veteran product manager
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blockchain changes this.
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what are ai and bots?

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robot with penalso: talking to vendors about technology.

by jody padar
from success to significance: the radical cpa guide

are you ready? because we’re radical 2.0 and we’re going beyond bank feeds.

more on radicalism: the cloud at work | technology + transparency = transformation | 5 ways to create a more diverse and inclusive workplace | goals, goals, goals | product management meets strategy
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the reason being is that technology is automating everything faster. soon we will be using artificial intelligence and bots to do accounting.
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the cloud at work

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businesswoman at laptop with cloud floating above outstretched handyou don’t need it to make your choices, just someone savvy.

by jody padar
from success to significance: the radical cpa guide

as a radical cpa, you already know the cloud allows you to work anytime, anywhere. by adopting the cloud, you can connect to all your data via an internet browser or an app. you can work on almost any device.

more on radicalism: technology + transparency = transformation | true diversity means creating equity | 3 challenges in shifting to product management | how to develop productized services | dear midsized firms: yes, you can change
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it’s a pretty brilliant invention.
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technology + transparency = transformation

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clear glass marble on a beachyour goal: build efficiencies and create repeatable product sales.

by jody padar
from success to significance: the radical cpa guide

in “the radical cpa,” i explained the cloud and how it works. however, i’ve always maintained that the hows are not important.

more on radicalism: true diversity means creating equity | a legacy of leadership must extend to diversity | the persona: a closer look | 3 challenges in shifting to product management | productized 1099s the new vision way | why our clients need us to be radical | introducing the fifth radical tenet: the business model
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what’s critical to understand is that cloud firms require a new type of management. why?
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true diversity means creating equity

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woman opens door to find brick wall behind itwho is trying to get in the room but can’t?

by liz gold
in from success to significance: the radical cpa guide

so, we know you can’t just put the diversity and inclusion phrase on marketing materials and call it good. there needs to be some substance behind the claim.

more on radicalism: a legacy of leadership must extend to diversity | 5 ways to create a more diverse and inclusive workplace | goals, goals, goals | 3 challenges in shifting to product management | productized 1099s the new vision way | why our clients need us to be radical
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part of that substance includes looking at the word “equity” and considering how you can provide equitable opportunities and growth potential to every individual in your firm.
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a legacy of leadership must extend to diversity

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latina businesswoman using earpiece with businessmen in backgroundopportunity needs to be available to everyone.

by liz gold
in from success to significance: the radical cpa guide

though it is slowly changing, most accounting firms are traditional in the sense that they are still owned and managed by white, baby boomer-aged men wearing nice suits and ties. it’s been the go-to standard for decades. slowly, i would argue, more hoodies and hip sneakers are taking over the suits, as is common in startup culture, but this obviously depends on the firm and its customers.

more on radicalism: 5 ways to create a more diverse and inclusive workplace | creating more diversity in accounting firm leadership | accodex sets up a platform for practice management | product management: start with these 6 steps
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and while technology may be changing at the speed of light, firm processes are getting more streamlined and even more firms are looking to value pricing because they just understand the limitations of timesheets, change also needs to be happening from a talent and business development perspective.
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5 ways to create a more diverse and inclusive workplace

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portrait of minda harts
harts

“doing nothing is not an option.”

by minda harts
in from success to significance: the radical cpa guide

when you think about the structural elements it will take to create a company culture that is both diverse and inclusive, what comes to mind?

more on radicalism: embrace difference and diversity | goals, goals, goals | 3 challenges in shifting to product management | tips from a veteran product manager | productized 1099s the new vision way | why our clients need us to be radical
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real cultural shifts take time, money and buy-in from all stakeholders. a more diverse and inclusive environment is not only intended for internal use, but will also help you attract and retain more diverse clientele. verna myers said it best: “diversity is being invited to the party, inclusion is being asked to dance.”
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creating more diversity in accounting firm leadership

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donny c shimamoto, cpa citp intraprisetechknowlogies
shimamoto,

a q&a with donny c. shimamoto, cpa, citp, cgma, and managing director of intraprisetechknowlogies llc. 

by liz gold

liz gold: do you think the profession is getting better in terms of more people of color in leadership positions? why or why not?

more on radicalism: embrace difference and diversity | goals, goals, goals | happy tax: why you need to know its name | 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 | why our clients need us to be radical | introducing the fifth radical tenet: the business model | the value of new ideas | our pain points are opportunities | dear midsized firms: yes, you can change | the radical road to (business) transformation | transitioning to a radical firm: bringing a legacy customer along | the four tenets of radical firms: a brief review | the radical cpa: always changing
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donny shimamoto: the profession is getting a little better, but there is a distinct lack of asian-american professionals in leadership positions in the aicpa volunteer ranks.
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embrace difference and diversity

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woman working on tablet in officewhy didn’t i speak up? because i wanted to be a team player.

by liz gold

difference comes in many forms. race, gender identity, sexual orientation, religion, age, ability, learning style, personality – these characteristics are just a few of the many that make us who we are, yet isn’t it amazing that many of us only bring a fraction of ourselves to work?

more on radicalism: goals, goals, goals | accodex sets up a platform for practice management | product management: start with these 6 steps | product management meets strategy | transitioning to radical: how carl famiglietti did it | how to develop productized services
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diversity is a loaded word. august de los reyes is the head of design and research at pinterest. in a techcrunch video, he talks about the connotative baggage that comes along with the term “diversity,” preferring to take the term in the literal sense.
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goals, goals, goals

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businessman crossing finish line after leaping hurdlesyour timeline needs a deadline, or big things won’t get done.

by jody padar
from success to significance: the radical cpa guide

now that we know who our customers are and our desired business model, we’re going to think about what we’re going to do for the rest of the year. we’re going to create goals!

more on radicalism: accodex sets up a platform for practice management | the persona: a closer look | father, son team up to capitalize on capacity | going deeper into product management | firm product management is the way to the future | why our clients need us to be radical
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i’ve talked about aha! and how that helps me set a course for my firm. but what i really like about the platform is that once you create goals, you can move them around. and it’s not a big deal!
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accodex sets up a platform for practice management

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portrait of chris hooper
hooper

the goal: admit new partners without bottlenecks.

by kayleigh padar

chris hooper, the ceo and managing partner of accodex, recently redesigned the firm’s business model to respond to clients’ changing accounting needs. the firm operates in four areas: the united states, the united kingdom, australia and the philippines. it is made up of over 50 employees.

more on radicalism: the persona: a closer look | happy tax: why you need to know its name | 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 | why our clients need us to be radical | introducing the fifth radical tenet: the business model | dear midsized firms: yes, you can change
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

“i started with a small practice in 2011 in australia,” hooper said. “it was 100 percent cloud, fixed fee, global from the get-go. there wasn’t really a need to change those fundamentals.”
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