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Re: It's KPI Fri! 2 Min MUST READ! >> WARNING: Golden Nugget Inside!!

@Anonymous, I'm bummed I missed the webinar. I was really looking forward to it, but business and those left coast time slots got in the way of making it happen!! I'll do my best to make the next one; because I know there will be a next one :smileywink:

 

Unfortunately, I haven't been thinking about KPI's or strategy much...I know, a cardinal sin when building and operating a business!! The final countdown is underway for tax extension deadlines and we have some biggies and complicated ones over here, so my nose is to the grindstone.

However, there will be many discussions post-October 15th between my father and I (and maybe a few in between) about where this firm is going organizationally, the types of clients we want, niches to explore, expansion, workflows, etc., etc., etc. In our business, major change needs to be made between Oct. 15 and Jan. 1. We just don't have the manpower to do otherwise.

There is a good foundation here, but effecting changes and implementing a well-crafted strategy would make it a GREAT firm! For now,  the name of the game is getting through tax season redux and meeting our deadlines!! Wish I had some sweet strategy to lay down for you, but that is the current state of things here in NH.