Anders + Summit Merger Story
Changing the Industry
Nobody outside the firm thought any of what we were doing would work. There were a lot of things that were unique about the way we ran our practice. After years of hard work and trial and error, we hit our stride and carved out a name for ourselves in the industry. It was time to open our playbook. For years we had been going to conferences where expert presenters would discuss “the firm of the future,” but we always felt like we were already doing a lot of the things people were saying were coming down the road. We were small and nimble, so it was easy for us to beta test every- thing, reinvent our processes, and keep moving forward. At a lot of these conferences, we’d get into side conversations with firms who were interested in the presentations, and we’d say, “Yeah don't do what they just said. We did that and it failed horribly. You actually want to use this and do it this way…” And just like that, we started growing contacts over five-ten years, until we realized: “Hey, we need to be super deliberate about this CPA coaching, just like we are with our clients. If we want to make an impact in the industry, if we really want to change the way everybody's thinking, we’ve got to get our peers to do the same kind of thing.”
Opening our playbook sounded like another crazy idea (for some people), but for us it was the start of our CPA coaching service line. We weren’t worried about the competition— it’s a big blue ocean out there because we knew that the better the industry is, the better served the clients will be. The reception of my 2019 book, Building the VCFO Firm in the Cloud , was a major signal for us. With over 500 copies sold, readers wanting more started signing up for our Virtual CFO training course. The industry was recognizing the method to our madness.
OTHER FIRMS WERE TAKING NOTE.
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