you’re already a consultant

two businesswomen shaking hands in modern officechances are you offer clients more than you realize.

by jody padar

to me, the most trusted business advisor is the small busi­ness advisor. that’s what my customers see. my firm serves small businesses from the ground up to $10 million. yes, we look at their numbers, but, practically speaking, one gains a lot when you’re in their financial underwear drawer.

more on radicalism: why transparency matters in the ‘new firm’ | embrace disruption | 10 questions to prepare for radical change | radical firms embrace 4 values | 3 questions to ask if you dare

most of our conversations are around their questions. it’s a natural extension of the work we already do – financials, taxes, payroll, cash flow and forecasting.
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why transparency matters in the ‘new firm’

clear glass marble on a beachit’s time to move from number cruncher to advisor. here are 4 questions to ask.

by jody padar
the radical cpa

aside from creating a new way to do compensation and work, the “new firm” model brings upon a whole new level of trans­parency for both the customers you work with and your employ­ees…

more on radicalism: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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…in at least four ways:

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how many partners is too many?

older businessman leaning back thinkinghint: probably fewer than you have.

by domenick j. esposito
8 steps to great

more often than not, cpa firms support too many partners relative to the firm’s revenue, profitability and its anticipated growth rate. that usually means, too, that the partners are doing a lot of work that could or should be done by staff.

more on strategic planning: is your pyramid upside down? | start with sound firm governance, economics | how to develop tactics for your strategic plan | taking a balanced scorecard to your partners | as tax season ends, strategic planning seasons begins | the big eight: harsh realities for firms today | seizing the $10 trillion opportunity | learning to ‘run with the big dogs’

look at the average revenue per partner for the mid-market sustainable brands and you will see that the trend is to get more done with fewer partners, more staff and more effective use of technology.
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new thinking brings new results

illustration of old thinking leading to old resultsbeing radical is all about your customer.

by jody padar
the radical cpa

once you begin brainstorming about overhauling your internal processes, you need to think about it from as many different viewpoints as possible, with an emphasis on design thinking. the easiest way to define design thinking is to look at it from your customer’s perspective instead of yours.

more on radicalism: 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

it’s not all about you. i know, i know. but hear me out. it’s hard to look at your firm from a customer’s perspective. that’s why we gravitate to a firm-centric point of view. this point of view asks questions like:
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