How I Will Become a Firm of the Future in 2018

Practice Management learn to lead

One of my resolutions for the new year is to be Firm of the Future. 2018 is the year. Since I started this journey, everything I’ve done has led me toward this end goal: to be a tax firm that excels above the rest.

I have invested time in evaluating pricing, systems and processes, upgrading, optimizing integrations, placing my team around me, and equipping my team with what they need. I have reached out to my community of QuickBooks ProAdvisors® and learned what I could from them. Everything is at my fingertips and ready to go.

So, this year, I resolve to push past the ceiling … and soar. I will use the resources available to me that I have so painstakingly reviewed and put into action. I truly want to have a Firm of the Future. Being a ProAdvisor has lead to tremendous growth in my firm, and I must evolve to master it. I started in this profession as a solo practitioner five years ago, and now, I am a part of a team of five.

I am a trusted tax advisor to my clients, and together, we can continue to grow. But, we can only accomplish this if I am centered and focused, leading the technology and my team to the benefit us all.

My resolution for 2017 was to take and pass the enrolled agent (EA) exam. I did it! With focus and determination, I studied for, and passed, all three parts in about two months. That taught me a valuable lesson; 2017 was not the first year I had made that resolution, sad to say. However, 2017 was the year I chose to use the resources I had around me to make me stronger. I studied with a fellow ProAdvisor who I met at a QuickBooks® Online Accountant live training event. We studied with an EA study app we both purchased. By making me stronger, she also become stronger – and together, we did it. With that momentum, how can I not meet my 2018 resolution?

If you would like to follow me in this journey, I will be posting regularly about my exploits on my own website. I expect it to be an interesting tax season, especially with the recent passage of the Tax Cuts and Jobs Act of 2017. I look forward to sharing with you the pleasure of speaking with my clients about what really matters to them.

Editor’s note: Read Susan’s ProAdvisor Profile for more insight into how she built her tax practice and how she relies on Intuit® ProConnect™ Tax Online and QuickBooks Online Accountant to serve her clients.

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