how to develop productized services

smiling businesswoman working at deskan example using 1099s.

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

when you can clearly define a product line and its offering, it just becomes easier for all involved. everyone knows their roles, their objectives and the to-dos to get there.

more on radicalism: dean quiambao: ‘if you’re not disrupting, you’re not doing it right’ | firm product management is the way to the future | josh zweig’s liveca offers new thinking from the ground up | why our clients need us to be radical | 10 steps to start innovating | how ‘agile’ applies to cpa firms
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i am not naive enough to think we won’t have different iterations as we launch and learn from our customers and ourselves. however, when the whole team has a complete understanding of what is happening and the steps to get there, and an understanding that we will iterate all the way, it makes for a happier team.
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firm product management is the way to the future

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
goprocpa.comexclusively 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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why our clients need us to be radical

woman unlocking car with fobthink customer experience, not customer service.

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

innovation isn’t just about the technology you use and how you use it, it’s about how you create an experience for your customer. still, after all this time, cpas are unaware that they can create a phenomenal experience around the art of taxes and accounting. i think it’s hard for them to imagine the opportunities to serve and delight their customers in a new way.

more on radicalism: 10 steps to start innovating | how ‘agile’ applies to cpa firms | our pain points are opportunities | transitioning to a radical firm: bringing a legacy customer along | the radical cpa: always changing
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we all know our customers are built on relationships; however, in today’s fast-moving world, i’m not sure that is enough. the customer’s expectations have changed around service models and response times. cpas need to figure out how to match these ever-expanding expectations.
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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

cpas are busy people – often to the detriment of their customers. when cpas don’t have time to understand their customers, they fail to give them real value and creative solutions.

more on radicalism: how ‘agile’ applies to cpa firms | introducing the fifth radical tenet: the business model | dear midsized firms: yes, you can change | the four tenets of radical firms: a brief review
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

this is really concerning to me. it concerns me that many cpas are unwilling to do the work to keep their firms relevant. although they know that the world no longer works the way it did 20 years ago, they simply shrug their shoulders or look the other way because confronting change seems like too much work.
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donny shimamoto explains how ‘agile’ applies to cpa firms


examine change from three standpoints: financial, technology, and people.

donny c shimamoto, cpa citp intraprisetechknowlogies
shimamoto

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

today we’re going to ask the agility expert. donny c. shimamoto, cpa, citp, cgma, is managing director of intraprisetechknowlogies llc.

more on radicalism: introducing the fifth radical tenet: the business model | the value of new ideas | the radical road to (business) transformation | the radical cpa: always changing
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

jp: can you describe what your firm does?

ds: we help transform cpa firms in a couple of ways. one is to help them embrace the cloud in a reasonable manner. the second is to embrace new approaches to working. you could even maybe say that we help them become radical firms.
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