The right tech stack can really alleviate stress, save time, and maximize your firm’s throughput, but only if you have a clear vision for each solution you are using. There’s a buffet of options out there, that’s for sure, and they all cost either time to implement or money to buy (or both) so it can be stressful to even think about which solutions to use. I get it and I want to help, that’s why I am sharing my softball strategy to help you build a tech stack that works with your firm not against it!
Imagine if hitting a home run when it comes to the profitability of your practice was as easy as watching a ball game. To me, it really is—running a profitable and highly efficient accounting, bookkeeping or tax practice is no different than coaching a softball (or baseball) team. Here’s a brief overview of how you can use softball strategy to knock it out of the park when it comes to your practice productivity and profitability, too.
You see, in softball, you have positions on your team that you have to fill. In addition, you have players that you need to recruit to fill those positions. Let’s stick with the defensive side of the game. You have a pitcher, catcher, first baseman, second baseman, etc. Imagine if hitting a home run when it comes to the profitability of your practice was as easy as watching a ball game. To me, it really is—running a profitable and highly efficient accounting, bookkeeping or tax practice is no different than coaching a softball (or baseball) team. Here’s a brief overview of how you can use softball strategy to knock it out of the park when it comes to your practice productivity and profitability, too. nd baseman, third baseman, shortstop, left fielder, center fielder, and right fielder.
As a coach, you need to know what the positions are and you need to seek the most talented players to fill those positions. From an accounting, bookkeeping, or tax practice perspective the game really is no different. You have certain positions to fill in order to run your firm, to create an amazing client experience, and to complete client work.
Every accounting firm has some positions that are necessary no matter what you provide for services. Then there are the tools you need that are specific to the services you provide. In other words, in order to pick the right software, you need to also accept that no one piece of software is going to solve everything.
Here are the solutions that I have chosen (Click on the name of each one below to get the overview of benefits):
However, you really need to choose your own based on your needs and by looking at the solutions and how they align with the problems you are trying to solve. Start by downloading the Team Brolin Starting Lineup Playbook here.
It’s Dawn here to share with you my new podcast, The DM Disruption!
The podcast features practical advice and insights from yours truly and a wide range of guests from across the accounting profession who are focused on sharing motivation and strategies to help us practitioners achieve greater levels of professional and personal fulfillment and reward.
I decided to create The DM Disruption podcast to offer my fellow accounting professionals and colleagues from different areas of our profession with a forum for sharing our successes and challenges as well as the motivation to fuel greater a better way of doing things in your firm.
On The DM Disruption podcast I’m interviewing you, my peers as well as changemakers and thought leaders in the accounting profession. If you have an interest in making our community as a whole stronger and more successful, let’s talk!
New episodes of The DM Disruption podcast will be published weekly. To date, I have recorded podcast episodes with:
· Best-selling entrepreneurial author Mike Michalowicz
· CPA, James Upton of Upton Accounting in North Carolina
· Jody Padar, The Radical CPA
· Robin Hall, President & Principal Consultant, VARC Solutions
· Heather Satterley, CPA and Owner of Satterley Training & Consulting
· Dan Hood, Editor of Accounting Today
· Seth Fineberg, Editorial Manager/US Team Lead, AccountingWEB.com
· Chris Farrell, CPA, Founder of Liscio
· Ariel Sandell, CISRCP, Cybersecurity Compliance Consultant
· Erron Stark, DVP, Channel Sales ADP
· Heather Sperduto, VP, Channel Sales, ADP
· Kathy Grosskurth, Owner, Bookkeeping Clean and Simple
· Melinda Emerson, Founder, Quintessence Group
· Nate Flake – VP of Operations, Fishbowl
If you have a need for motivation or are involved in supporting the future success of the accounting profession, I’d love to have you as a guest on the show! Let me know by using this online form.
Looking forward to talking with YOU and helping everyone shake things up and achieve their goals!
The AICPA Engage Conference was phenomenal this year! Seeing all of my friends and meeting new professional colleagues is one of my favorite things to do. Whether I’m speaking, hanging out with my Starting Line Up peeps at their booths or attending a session to sharpen my own knowledgebase I always come back highly motivated to do more in my own accounting practice and help other professionals—and my clients—do the same!
I had a great time at Engage and picked up many nuggets of knowledge to put into play in my practice—but before I do, I wanted to share with you what has me so motivated from the experience in the spirit of inspiring those of you who also attended—and anyone else who didn’t—to really maximize the momentum and motivation to do more to fuel your own success.
First Stop: The AICPA Engage Exhibitor Hall
One of my first stops at any professional event I go to (after the ladies’ room, of course) is the exhibit hall. That’s exactly what I did at AICPA Engage, I headed there first! It was great to see my longtime friends and peers to share new ways to maximize my productivity and profitability and catch up in person after being virtual for so long!
I was equally excited to share my new book, The Designated Motivator and the players in the Team Brolin Starting Line Up. Having a valuable tech stack is one thing, however, the energy behind this collaboration of industry leaders who all share a passion to help accounting firms achieve higher levels of ROI and be able to serve clients with maximum profitability is amazing.
Next Up: The Festivities Begin with Fishbowl and Friends!
I never like to show up at a party without a gift for the hosts and hostesses and attending Fishbowl’s AICPA Engage event was no exception, so I brought along with me The Designated Motivator for Accounting Professionals Activity Book along with some crayons—to keep everyone in the motivation mindset and provide a little relaxation as they sat through all of the conference sessions!
The Fishbowl team not only provides the #1 Manufacturing & Inventory Management Software for QuickBooks® but they also throw one heck of a party! Kudos to Fishbowl for kicking off the first day of the AICA Engage Conference with the perfect level of networking and a good time. In my opinion, any time you can play cornhole and connect with all of the cool people in our profession it’s definitely a win-win.
My Assistant Kamdynn Moroney and I had chance to snap some selfies at AICPA’s Snapbar booth. What a riot! Here are a few of my favorite pics from the conference!
Day Two: Getting Down to Business! Learning and Laughing with My Peers
Day Two of my Engage! experience included attending a fantastic session by Kacee Johnson on Advanced Personal Financial Planning and plus reconnecting with familiar faces. I had such a great time hanging out with Eric and the Corpay gang.
Avalara has been such a great resource and I always appreciate time spent with their team. It was a wonderful surprise running in to Jim Leffel after all these years since sitting on the Intuit council together in 2008-2009.
I also enjoy being a member of the ADP Council [LINK] so it was amazing running into Sean Duncan and Sharrin Fuller who are also involved in it—ADP is another awesome Starting Line U player! I was also able to chat with another valuable starting line-up player, Rachel Montana and George Addlmessih from SmartVault.
Day Three: Sharing my Experience with QuickBooks® Enterprise
By this point in the conference, I was certainly feeling my Designated Motivator energy kicking into high gear so it was perfect that it coincided with the video production and photoshoot for a brand new QuickBooks Enterprise campaign—coming this fall! Wow, I feel so fortunate to have this opportunity to do more to help my fellow professionals by sharing the tools I have found vital in growing my firm and my ability to serve my clients as efficiently and expertly as possible.
Engaged and Empowered to Power Up My Practice and Help My Peers Do the Same!
The AICPA Engage! Conference was amazing—having the opportunity to gain new insights and network within our professional community is so incredibly valuable. I believe that connecting with each other on a personal level at events like this really does strengthen our profession as a whole. As we continue to navigate the future—still impacted by COVID, never-ending compliance changes, the unpredictable IRS actions, client expectations and demands, as well as the need to manage our firms effectively we need to support each other. I know the relationships I have with my peers and all of the entities who provide the tools and services we depend on to serve our clients are often the lifeline I need to keep motivated and to keep reaching for higher levels of success.