Tuesday, December 7th, 2021

The Reason Your Firm Is Stuck

β€œTo improve is to change; to be perfect is to change often.” – Winston Churchill

The reason your firm is stuck in the past is fear.

I talk about it with my clients and hear about it from many of my contacts working inside CPA firms.

A small group of partners or even one specific partner is afraid of the future. They are consumed by fear and prohibit the firm from:

  • Adopting new software
  • Truly becoming a digital firm (being completely paperless)
  • Admitting that staff can be effective and efficient working remotely
  • Stop the firm from combining offices because they have their own small kingdom/queendom
  • Entering into merger discussions because they know they would not be successful in the larger firm
  • Exposing some staff members to experiences that will broaden their career because the partner want them devoted solely to them
  • And, many more…

It is up to the managing partner, to address these issues and these individuals. It is not fair to the firm to simply wait for the individual(s) to retire.

  • "Your life does not get better by chance, it gets better by change."
  • Jim Rohn

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