Firm Management
Breaking the Cycle: Groundhog Day On Repeat
Accountants can break their cycle by embracing new technologies and learning new skills and being open to change.
Garrett Wagner
CPA, CITP, CEO and Founder of C3 Evolution Group
As an emerging leader in the CPA landscape and an expert at understanding the new millennial generation, Garrett focuses on monitoring the evolving technologies and best practices in the industry to achieve the highest degree of success without being afraid to break free from traditional methods. Garrett works with CPA firms across the country helping them to implement lasting change by understanding the unique needs of each organization. Garrett specializes in corporate taxation and can successfully implement ideas and change by using his communication style to get support from key members of the Firm. With his ability to think outside the box, develop procedures, and train staff it has allowed Garrett to have tremendous success in bringing about lasting change. Garrett believes that the public accounting landscape is undergoing a tremendous change and that by focusing on developing the next generation of leaders and understanding the shift in the profession to providing value added consulting services, that Firms can obtain long lasting success. Started the LinkedIn group Innovating Trailblazers to provide support for the next generation of leaders by allowing them to share ideas, frustrations, and support each other's growth. Specialties: CPA, CITP specializing in helping business owners achieve personal and professional success
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Firm Management
Private Equity in Public Accounting: Salvation or Ruination?
The landscape of public accounting experienced an unprecedented shakeup in 2023, marked not by the usual suspects of annual updates or technological advancements, but by a surge of interest from an unexpected source: private equity.
Accounting
Where Have All The Accountants Gone?
Let's fight against the apathy threatening our field. Accounting is more than a job; it's a calling to effect positive change, one balanced ledger at a time.
Firm Management
It's Not You, It's Me: Tips for Effective Team Communication
The next time you are frustrated that a task you assigned wasn’t done on time or correctly and your first response is to blame the the staff member, realize it is time to change your approach.
Firm Management
Decoding the Deadline Dilemma
By mastering routine tasks and rising above the daily grind, we not only transform our relationship with deadlines, but we also illuminate our strategic value, transcending from our basic duties to becoming vital advisors.
Firm Management
Why Finding Your Mini-Me Won't Lead to Succession Success
Opting for a Mini-Me successor might feel comfortable, but it's not the best choice for your accounting firm's success.
Accounting
When Flipping Burgers Beats Being an Accountant, You Know There’s a Problem
Imagine a world where a CPA enjoyed his time working at a fast food restaurant more than he enjoys working at his current large regional accounting firm.
Advisory
Are You Recruiting Like It's 1989?
When it comes to people looking for a job, research shows that compensation and benefits are the basics that will get them in the door, they are not deciding factors.
Firm Management
Move Beyond Wishful Thinking
Expand your thinking, move past the easy answer, and go on a journey to determine the problem at hand. If you can learn those skills, it will set you on the path for true success, make you a better advisor, and if you ever get the chance to make a ...
Advisory
Firm Management Lessons from the Grocery Store
If you want to successfully evolve your firm into the modern era, you need to start building your grocery store the right way, learn from the transformation of the modern grocery store in the 1960s and modernize your practice.
Benefits
Avoiding the Inevitable
Before March comes and we feel overwhelmed, an hour of effort now can save 100 hours when it really counts. While you may not be able to find more people, you have options to intentionally navigate this path forward and have a successful busy season.
Firm Management
Every Action Matters
For every decision we make, for every time we chose A over B, our outcome is fixed. In order to choose A we opted to not chose B. The equal and opposite reaction is the result of the decisions we make and what we didn’t do.