Monday, August 17th, 2020


“It is not the strongest of the species that survives, nor the most intelligent. It is the one that is most adaptable to change.” Charles Darwin

For so many years, CPAs in public practice have been set in their ways. I can’t say that CPAs do not adapt to change because they have always adapted to software changes and governmental changes (tax laws/audit standards).

When it comes to how the work gets done, the mindset has been, “If it ain’t broke, don’t fix it.” Staff is working if they are in their seats in the office or out on an audit assignment. Each partner could rule their own roost, so to speak. If you were on a job for Partner #1 you did it this way. If you were on a job with Partner #3 you did it that way.

During the last decade, progressive firms have moved away from those old mindsets. They adapted to the new workforce. It all began with Gen-X wanting to work differently (not remotely). Next, it was driven home by the huge wave of Millennials who not only wanted to complete the work differently, they didn’t want to deal with paper and they wanted to work from places other than the firm’s office.

Then came 2020 and COVID. Progressive firms moved seamlessly to the remote work environment. The majority of firms struggled but there was no choice but to move to a remote workforce. They adapted.

The admin team was put at risk because someone had to be in the office to scan papers into the system so the remote workers could work. Now, you need to get your clients to submit all paperwork digitally. They need to adapt.

The need to adapt will not go away. Make your plan for the future be: Adapt and then move on. Adapt and then move on Adapt and then move on. It is a never-ending journey.

  • "Ships never reach their intended destination apart from adapting as they go."
  • Dan Rockwell @leadershipfreak

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