We’ve put hundreds of hours into creating the Top 50 Modern Firms article (and guide), and we’re really proud of the result.
In this episode, I share the criteria we used and how we selected the firms that made the list.
Listen below.
0:44 This is something I’ve wanted to do for a while, because I often see lists of Top 100 or Top 50 firms filled with firms that don’t really reflect the characteristics I admire.
1:06 Modern firms are the ones pushing boundaries with technology in creative ways. They’re also building strong social media followings or rolling out bold, untested service offerings.
2:11 While we featured 50 firms in our report, there’s no doubt we missed some great ones. So if you feel you should’ve been included, our apologies.
2:45 Over 40% of the firms on the list identified as full service, while about 30% saw themselves as CAS firms. Only a small number focused solely on tax, bookkeeping, or advisory services.
3:24 When you look at the list of firms we surveyed and made it, they’re the ones creating a great lifestyle for themselves and their teams. They’re paving their own path instead of following the status quo.
4:30 While there are plenty of ways to approach pricing and packaging, the most common response in our survey comments was that 3-tiered pricing was a game changer.
5:09 In the next episode, I’ll share two more things the Top 50 Modern Firms are doing differently, and what you can take away from their approach.
