Video: Creating Strategy in a Small Business

Earlier this week I had the honor to deliver a session at AccountEX in the UK. Here is the video:

And below are the slides:

Some random thoughts on the trip:

  • I was on the ground in London for 30 hours total. As a result, the jet lag was not so bad. I think I caught up with it on the way home.
  • Of the 30 hours on the ground, three of them were spent going from/to Heathrow and the ExCeL Centre. London is not set up for automobile traffic. The 26 mile trip took 90+ minutes each way. That included one half a leg via the Heathrow Express train to the centre of London.
  • On the way back to the airport I passed by Buckingham Palace. My Über driver informed me that the Queen was not at home. Good for her.
  • I am sure the is not reflective of the country in general, but I can honestly say that the best meals I had were on the plane coming and going.
  • I had about 45 people attend the session. I think they liked it. The English are a tough crowd.

New eBook Available (with a chapter by moi)

I am honored to have a chapter in this new free eBook. Here is more from the press release:

Entrepreneurs starting their own businesses now have a little more help. Start with a Profit: Best-Practice Tips for New Entrepreneurs from Top Accounting Industry Leaders is the latest guide to helping new business owners become successful. 

Editor Sandi Leyva, CPA, asked fellow accounting industry thought leaders one question:  “For someone who wants to start a new business from scratch today, what is the most important strategy or tactic you’d tell them about to help them succeed?” One dozen thought leaders along with Sandi provided their answers.  Co-authors include:

  • Alison Ball, Senior Manager of the Global Influencer Program of Intuit, Inc.
  • Sharada Bhansali, Co-Founder of AccountantsWorld
  • Randy Johnston, CEO of Network Management Group, Inc.
  • Ed Kless, Senior Director of Partner Development and Strategy of Sage
  • Sandi Leyva, Founder of Accountant’s Accelerator
  • Monika Miles, President of Miles Consulting Group, Inc.
  • Clayton Oates, Chief Solutions Officer of QA Business Pty Ltd.
  • Edi Osborne, CEO of MentorPlus
  • Leslie Shiner, Owner of the ShinerGroup
  • Doug Sleeter, Founder of the Sleeter Group
  • Sandra Wiley, COO and Shareholder of Boomer Consulting
  • Geni Whitehouse, Countess of Communication of Even a Nerd Can Be Heard
  • Scott Zarret, President of CPA Academy

“To my knowledge, it’s the first collaborative work of thought leaders in the accounting industry,” says Sandi Leyva.  This is Sandi’s 30th book and her first collaboration as editor. 

Although each author’s contribution is quite unique, a few client-centric themes emerged, including how to market most effectively, how to build customer relationships, and how to interact with clients.  Others focused on business models and pricing.  Still others urged the entrepreneur to embrace their passion and their “why.”