Renew Mindset for CPA Firms

Playing to Win

Colin Dunn
July 20, 2022
5
minute read

How to play to win when things feel like a slog

One of our purposes is to help accountants win (to be differentiated from helping accountants). We want to help you win NOT just help you. 

To that end.. Playing to Win is one of the ReNew Mindset Principles.  Being a winner requires intention and discipline even when things feel like a slog. 

Below is how we Play to Win (and suggest how you play) when things feel like a slog.  

Slog= recruiting is hard, not getting enough target client opps, not getting enough returns out the door before the fall deadlines, generally not feeling motivated.

Ralph Waldo Emerson has a great quote, “you are what you think about all day.” 

We suggest you think about and execute Mini Wins and Expanding your luck surface area. 

Let’s start with mini wins.  Big wins are a result of a number of mini wins.

Mini Wins in Renew’s world are getting leads from webinars, getting a 2nd call after a first call with a prosect, booking a webinar with a new distribution channel, hearing about a ReNew firm firing 1040’s and getting a target client.  Mini wins.

Mini wins in your world.  Sharing your target client definition with referral sources.  Booking a speaking gig with a banker, software company or association that has your target clients in abundance. Other examples, upgrading a client and adding more work.. and revenue to your recurring revenue.  You get the gist. Mini wins.

Expanding Your Luck Surface Area.  In our world..  meeting anyone in our ecosystem (software provider, firm, consultant) that serves our target market and may one day be a channel. Put another way, networking with intention knowing there may be a pay off at some point in the short or long term…  not having meetings our of guilt yet proactively booking meetings/calls with winners in your ecosystem.

It feels like a slog to all of us at times...   focusing on mini wins and expanding your luck surface is area will facilitate Playing to Win!

 

Taking Action:

 

If you're interested in more insights like these, consider signing up for our Renewsletter: https://www.renewgroup.com/newsletter. Alternatively, if you'd like to discuss your CPA firm's specific needs, feel free to schedule a call with us: https://www.renewgroup.com/contact.

 

About the Author:

 

Colin Dunn, a Chartered Accountant with extensive experience in the accounting industry, is passionate about helping accountants transform their firms and lives. With over 25 years dedicated to creating content for to help CPAs improve their profitability, Colin shares valuable insights into how to reimagine your mindset for the better. Colin believes that CPAs can create a better work-life balance by learning from past experiences and applying these insights to their firms, allowing them to spend more time with their families and pursuing hobbies and leisure interests.

 

About Renew Group:

 

Are you tired of being on the diet but not seeing results? Most consultants to the CPA Profession do lots of talking and deal in 'fluff'. But there's no accountability and no focus on RESULTS.

At Renew, we start with your numbers. Our firms complete a Pareto for Profit analysis EVERY YEAR, set new targets to improve their profitability and then 'weigh in' regularly. We give you a roadmap to transform the profitability of your accounting firm by accessing our content, collaborating with other firms on a similar path and being held accountable by our coaching team and your peers.

Get paid what you're worth, create a better life based on a scalable business model and eliminate tax season insanity once and for all!

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