How to Become Your Firm's Change-Maker

Change. For some people, it can be a dirty word. Change means adjustment, re-thinking and perspective shifts—all daunting thoughts for an industry such as accounting that is based on mitigating risk and regulations compliance.

But more often than not, change means resetting in a positive manner. Think electronic over paper or cloud over desktop—all powerful technological shifts in work and life habits that have fueled positive changes.

Imagine taking inspiration from positive changes such as these and applying it to your accounting firm. It's that opportunity to add innovative facets to everyday practices that can drive real change and positive results both financial and operational. And oftentimes, it is technology that drives change.

But the real question is: Do you have what it takes to be a change-maker? Take this quick quiz to find out.

Question 1:

What are the major factors impacting your field?

  1. I can name three off the top of my head.
  2. I have some general knowledge around that.
  3. I don't know them because I'm too busy.

Question 2:

Are you the best person to help make the right technology decisions for the client?

  1. Yes
  2. No
  3. I'm working on growing more knowledgeable in that area.

Question 3:

Do you know about the available accounting solutions in the market?

  1. Honestly, I get overwhelmed by all the options.
  2. Yes
  3. No. Who can know ALL of the solutions available?

Question 4:

Do you have the depth of understanding of your client's businesses functions?

  1. No
  2. I know the basics of what I need to know.
  3. Yes

Question 5:

Do you know how your client's workflows affect and are affected by software solutions?

  1. Yes
  2. No
  3. Maybe

Question 6:

Do you have the knowledge and skills in accounting and software, including being able to ensure the overall system accurately serves the needs of your client's business?

  1. I make it my business to know.
  2. No.
  3. I can make basic recommendations.

Scoring:

Add up the following point to determine your change-maker level.

Q1: A—3, B—2, C—1

Q2: A—3, B—1, C—2

Q3: A—2, B—3, C—1

Q4: A—1, B—2, C—3

Q5: A—3, B—1, C—2

Q6: A—3, B—1, C—2

Results:

15-18: Congratulations. You are a real change-maker. Now, take your knowledge and make waves!

10-14: You have your finger on the pulse of change, even if you haven't pulled the trigger yet.

9 or below: Time to expand your skillset and challenge yourself.

Remember—no matter how you score there's always room to learn more. Access the on-demand webinar "Get in the Game" to learn more about successful change-makers.

About the author:
Julie Lubetkin is an expert helping accounting professionals grow and expand their practices. Julie provides thought-leadership and sensible advice to help practitioners invite innovation into every aspect of their firm. Lubetkin is the vice president of strategic partners at Bill.com. She holds an MBA from Stanford University and an AB from Princeton University.

 

 

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