With 2021 right around the corner, I discuss the importance of getting your firm’s strategy in place for the new year before the craziness of busy season kicks in.
Show Notes
1:05 – Strategic planning gets pushes aside due to busy season for most firms in the first half of 2021
1:38 – For years I neglected strategic planning in my firm, which cost me growth and time
2:06 – Strategic planning keeps you focused with your eyes on the prize
3:11 – I discuss what a strategic planning process looks like
4:45 – Here’s how some firm owners handle strategic planning
5:15 – My reasons why to get a plan in place for 2021
6:30 – Want more tips like this? Join 1000’s of other firm owners who sign up for my weekly newsletter for exclusive weekly tips sent right to their inbox.
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Ryan Lazanis
Hi! I'm Ryan. I’m an entrepreneurial CPA that founded Xen Accounting, a 100% cloud-based accounting firm, in 2013. Following its acquisition in 2018, I started Future Firm to help accountants fast-track the growth of a modern, scalable accounting firm of their own.
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