strategy

fixing the broken retail tax prep model.

by kayleigh padar

what if tax cpas charged labor for a platform and were not even a firm, but part of a franchise and technology play?

more on radicalism: product management: start with these 6 steps | father, son team up to capitalize on capacity | going deeper into product management | dean quiambao: ‘if you’re not disrupting, you’re not doing it right’ | josh zweig’s liveca offers new thinking from the ground up | how ‘agile’ applies to cpa firms
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this is the story of happy tax. and it is changing the nature of our business as we know it.
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how well do you know your potential customers?

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

so, you’re in your new role. now what?

more on radicalism:  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
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it’s time to get organized and start rolling your plans out to the team. here are the first steps to take in your new position as product manager.
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it’s about spreading change.

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

jason ackerman and bernard ackerman run the firm bna cpa together as a dynamic family duo. based in rock hill, sc, the firm consists of 20 employees and is modernized, offering flexible schedules to its employees and choosing value pricing over timesheets.

more on radicalism: tips from a veteran product manager | transitioning to radical: how carl famiglietti did it | how to develop productized services | firm product management is the way to the future | 10 steps to start innovating | the value of new ideas
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“my dad has always had a progressive mindset,” said jason ackerman. “he has always had the mindset that anybody can contribute to the team and he really focuses on the team culture.”
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no timesheets. no titles.

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

“the position makes the person,” said carl famiglietti, managing partner of moody, famiglietti & andronico, a 160-person firm located in tewksbury, ma. his firm has undergone radical changes since he took the helm in 2004, a time that he calls “the reset.”

more on radicalism: going deeper into product management | 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
exclusively for pro members. log in here or 2022世界杯足球排名 today.

famiglietti has learned a lot as he has focused on building an organization for perpetuity.
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part of it is bringing people together.

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

if we are going to be acting like product managers, we really need to know what they do. the best place to start is defining product management.

more on radicalism: productized 1099s the new vision way | how to develop productized services | firm product management is the way to the future | 10 steps to start innovating | the value of new ideas
exclusively for pro members. log in here or 2022世界杯足球排名 today.

according to steven haines’ book “the product manager’s survival guide,” product management refers to the holistic management of products and portfolios – from the time they are conceived to the time they are discontinued and withdrawn from the market. in essence, it’s the business management of products. product management can also refer to the organization that serves to lead and integrate the work of people from other functions.
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this is the only way they’re handled.

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

here’s the old-school way of completing 1099s:

cpa calls customer before year-end reminding them 1099s need to be completed for january. cpa reminds customer to send in names, addresses and amounts for 1099s to be issued. cpa waits for complete data, usually missing at least one address. cpa rushes at last minute to enter data in 1099 system and issue 1099s. cpas have multiple customers who act like this, creating havoc and late nights in january.

more on radicalism: how to develop productized services | dean quiambao: ‘if you’re not disrupting, you’re not doing it right’ | josh zweig’s liveca offers new thinking from the ground up | how ‘agile’ applies to cpa firms | our pain points are opportunities | transitioning to a radical firm: bringing a legacy customer along
exclusively for pro members. log in here or 2022世界杯足球排名 today.

it doesn’t have to be this way!
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provider and customer have to be aligned.

by jody padar
the radical cpa guide

what is your firm’s purpose?

let’s go back to the idea of innovation, or what i like to describe as the application of innovation and business model transformation.

more on radicalism: josh zweig’s liveca offers new thinking from the ground up | why our clients need us to be radical | introducing the fifth radical tenet: the business model | dear midsized firms: yes, you can change | the four tenets of radical firms: a brief review | the radical cpa: always changing
exclusively for pro members. log in here or 2022世界杯足球排名 today.

we’re not just managing change anymore. change management is becoming obsolete – new firms know they must be nimbler than just strategizing around any sort of targeted change. managing change was fine five years ago, but trust me when i say we are beyond that.
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