How CPAs Can Take Steps to Build a Utopian Firm

jody padar
Photo by Dominic Diongson
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Accountants can take steps toward achieving a utopian firm and listening to customers is part of that transformational process, according to a small firm owner.

Focusing on clients’ needs is one way, and at times it’s the clients who are pushing for change, said Jody Padar, in her session Practical Ideas to Create a Utopian Firm at CCH Connections: User Conference 2017 this week.

“It’s customer-driven, and you have to remind the partners that it has to be customer driven, and that if we want to serve our customers better. It’s not an easy conversation,” she said.

Padar, who is CEO and principal of New Vision CPA Group and author of The Radical CPA: New Rules for the Future-Ready Firm, listed steps for the road to a utopian firm:

  • Goals are defined
  • Initiatives are completed despite the intense demand of your workload.
  • Extra capacity is found.
  • Firm goals are shared, and all the related parties understand priorities and possibilities.

Every little step that’s taken is another step in the transformation process, she said.

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