10 steps to start innovating
do you want your firm to last after you’re gone?
by jody padar
from success to significance: the radical cpa guide
strategy
donny shimamoto explains how ‘agile’ applies to cpa firms
examine change from three standpoints: financial, technology and people.
by jody padar
from success to significance: the radical cpa guide
introducing the fifth radical tenet: the business model
six barriers to innovation.
by jody padar
the radical cpa
the value of new ideas
5 questions to ask.
by jody padar
the radical cpa
our pain points are opportunities
“our cultures eat the opportunity to innovate.”
by jody padar
the radical cpa
dear midsized firms: yes, you can change
why you should strive for utopia.
by jody padar
the radical cpa
the next step for radicals
hint: it’s not optional.
by jody padar
the radical cpa
the radical road to (business) transformation
“innovation is not just a one-time business model change.”
by jody padar
the radical cpa
transitioning to a radical firm: bringing a legacy customer along
your customers might surprise you with their willingness to update.
by jody padar
the radical cpa
the four tenets of radical firms: a brief review
say goodbye to change management.
by jody padar
the radical cpa
the radical cpa: always changing
how did we get here and where are we going?
by jody padar
the radical cpa
the benefits of a client situation review
this 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
make 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
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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