This isn't just another New Year's resolution pep talk; it's your golden ticket to a journey of transformation. It's not just about flipping the calendar; it's about writing the story of 2024, and guess what? The stage is set for a year of innovation, growth, and endless opportunities for those ready to adapt to the evolving landscape. Keep up or risk becoming as outdated as flip phones and dial-up internet (cue the sad trombone sound). It is time for you to grab the pen and start crafting your narrative.
What's your 2023 story?
Reflecting on your accomplishments in 2023 is like an inventory check for the upcoming year. It's not a one-size-fits-all situation. Maybe you mastered the art of clocking out at 6 PM sharp or found joy in a new hobby. Each new thing you tried? That's a shiny little trophy of achievement. Be proud of all you’ve accomplished!
Now, for the not-so-glamorous part: the oopsies and uh-ohs. This exercise isn't just about venting; it's about charting a course for improvement. So, what processes and skills do you want to conquer in these four quarters of 2024? Remember, doing the same thing over and over and expecting a different result is defined as insanity. So maybe it’s time for a reset? Dive into the discomfort of self-reflection and embrace the challenge of trying something entirely new.
Ch-ch-ch-changes: Embrace discomfort
Change is not merely a constant; it's the driving force behind progress. Feeling a bit awkward or out of your depth? Congrats, you're on the fast track to professional awesomeness. Take a magnifying glass to your daily grind. Why do you do what you do? Could you do it better with a slight pivot of strategy? Set SMART goals that'll turn you into a Swiss Army knife of skills, adaptability, and that "I totally got this" vibe.
Client Meetings: The 2024 remix
As we slide into 2024, accountants are flipping the script on client meetings. Gone are the days of the same-old face-to-face yawn-fests. Now, we're diving into a myriad of online options faster than you can say "streamline." It's not just about where you're meeting but also how you're connecting in this ever-connected world. This isn't just changing lanes; it's turbocharging your client game with flexibility and efficiency. Welcome to the new world of strategic client mingling! 🚀📈
Billing wins: Paying up front, not playing catch-up
Time to toss out the old billing playbook and hit the refresh button – we're talking billing in advance. No more waiting for the client to pay. It's about getting those financial ducks marching in a neat row from the get-go. Think of it like buying the ticket before the game – that's the kind of smooth operation we're aiming for. The best part? A cash flow that flows and clients nodding in approval at your forward-thinking ways. But hold your horses – it's a bit like exploring uncharted territory. Exciting, yes. Welcome to a billing evolution that's not just about getting paid; it's about crafting rock-solid partnerships.
Discovery calls: Get to know your teammates
Wave goodbye to playing guessing games with your clients' needs. Enter the era of strategic discovery calls. These aren't just chit-chats; they're your secret weapon to really get what your clients are after. It's not about being a mind reader; it's about having real, purposeful conversations. You're not just crunching numbers; you're tuning into their financial dreams and desires. It’s a team effort. So, ditch the crystal ball – these calls are your golden ticket to forging deeper, more meaningful client connections.
Inspiration for 2024: Learning from the pros
Remember, you're not solo on this journey. There's a whole league of number ninjas out there. Plug into communities like Roundtable Labs, dive into industry reads, and hit social media for some virtual water cooler wisdom. It's like having your own personal cheerleading squad of accounting all-stars. The best part? You get a smorgasbord of perspectives, strategies, and lessons. Keep your playbook handy and see what your peers are up to. Learning from fellow pros isn't just smart; it's your secret sauce to staying ahead in the accounting arena. So, get out there, swap ideas, and let the learning fiesta begin!
I asked some of our Roundtable hosts what they are planning to do differently in the new year, and here’s what they had to say.
Katrina Way, Founder of Numbers in Black and host of Ecomm as you are Roundtable, says she’s “helping businesses grow with AI for impacts in essential areas such as accounting, marketing, and staffing.”
Matthew Fulton, Founder of Parkway Business Solutions and host of Not the Only App Roundtable, says “After spending 10+ years as a cloud accountant helping people connect various applications, we realized there is a need for an accountant to work with app companies that need assistance working with QuickBooks Online API. We are excited to offer Workflow design services for business owners, accounting professionals and app developers.”
Our #TaxDirtyToMe Roundtable hosts are focused on business and personal changes. Mary McDonald, Principal at Hansen House Company, says “I'm getting back into self care: regular workouts, regular meditation sessions, regular stretching.” And Catharine Drake Madeley, CPA, owner of Salling Madeley, PLLC added “I also would like to do a half marathon every month this year. Try to tie it in with some travel. Get out and see the world a little more.”
2024: A year of transformation and triumph
To wrap it up: 2024 isn't just another year; it's a canvas waiting for your masterpiece. From pioneering new billing practices to enhancing client interactions, and soaking in wisdom from your peers, the sky's the limit. Embrace the change, explore new avenues, and remember, every small step can lead to giant leaps of success. The road ahead is not just a journey; it's an adventure filled with chances to shine.
My strategy
Alright, team, let me break down my playbook for 2024. Picture this: I'm suited up, ready for action, but here's the kicker – I haven't even sketched out my strategy yet. And you know what? That's the adrenaline-pumping part! I've got this pristine playbook staring at me, whispering, "Hey, turn me into the winning game plan of your dreams!" It's the ultimate freedom, a chance to shape my year with any play, any move, any style I choose. Bring it on, 2024 – my plan is ready, and so am I!
Richard Roppa-Roberts
Richard Roppa-Roberts
One minute, he's a forward-thinking problem-solver. The next, he's a technically minded marketer. All in a day’s work for Richard Roppa-Roberts, The Intellectual Handyman and ProAdvisor® Advisor at the helm of Roundtable Labs and Quasar Cowboy. He's driven by one core belief: working collaboratively is the key to a better business. This belief is the backbone of the thriving Roundtable Labs community he's been cultivating since 2015. And it's also at the heart of his highly sought-after "mission-control" style coaching of Quasar Cowboy