Now, I’m going to be very transparent with this, I have been a Deeper Weekend (DW) attender since 2012 and have only missed one DW since I started going. It’s the only conference that I attend all year (in person, sure maybe a virtual conference here and there) and anyone who knows me knows that it’s a priority in my life. Last year I missed it at the request of my spouse who wanted to spend our 25th wedding anniversary together, but other than that there’s never been a reason not to go.| Thriveal | A community of like minded firm entrepreneurs
Future Firm Summit | Thriveal | A community of like minded firm entrepreneurs
THE PREMIER COMMUNITY FOR FIRM ENTREPRENEURS SEEKING TO GROW| thriveal.com
There are so many firm owners quietly leading teams and clients in our profession and you may not know who they are. They may not be on social media very often but they have hundreds and hundreds of team members and thousands of clients under their care on a daily basis.| Thriveal | A community of like minded firm entrepreneurs
In our last blog in this two part series, we focused on some more short-term strategies to navigate a tumultuous market. Those tactical focuses are important, but we also want to think long-term and create organizations that are sustainable. These are resilient organizations that require permanent and foundational changes put in place, instead of only tactics to help us navigate hard times (though those are still important too). Having guided numerous accounting firms through multiple market ...| Thriveal | A community of like minded firm entrepreneurs
Markets certainly are tumultuous right now, so it feels important to think through this a little more, and how we respond as firm owners. Navigating markets like the political and economic ones we are experiencing in the US create both challenges and opportunities for accounting firm leaders willing to embrace the strategy required to sort through it all. Drawing from years of guiding entrepreneurial accounting practices through market disruption, I’ve identified some specific approaches th...| Thriveal | A community of like minded firm entrepreneurs
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Alright, firm owners. Let’s cut to the chase. You want to grow your firm, but something’s holding you back. I’ve been in the trenches with countless accounting firms, and I keep seeing the same myths trip up even the smartest owners.| Thriveal | A community of like minded firm entrepreneurs
I’m noticing a continuing trend of some financial professionals leaning into extreme financial transparency online, and I want to explore why I might be seeing this trend (and some thoughts on the results of this trend).| Thriveal | A community of like minded firm entrepreneurs
The Why, What, and How of Leveraging an Accountability Partner| Thriveal | A community of like minded firm entrepreneurs