10 Ways to Deal With the HURT of Change in Your CPA Firm

Moving from a paper-based office to the Paperless Office does not come without some “HURT.” A major change never smoothes things overnight. You need to change the paradigm of how you have operated for years, which causes some to feel like they are being violated in some way.

But, this can all be overcome. Functions change, positions change, staff mix changes and things are not the way they used to be. You must be willing to adapt in today’s age, or your business can plummet.. Remember, we don’t have too many blacksmiths left; yet, the world hasn’t imploded.

So, if you manage the change, that HURT can feel really good. Some suggestions you might consider (which comes from a collection of those we have helped) are as follows:

  1. Include all the staff in the change. You may be surprised where the support comes from.
  2. Don’t assume the “senior” partners are going to be the non-supportive ones. It’s amazing what increased profits can do.
  3. Also, don’t assume that the new young members will be the most supportive to change. In our office, it was the younger ones that caused the most resistance. As one told us, “I DON’T LIKE CHANGE”.
  4. Support during the change is critical. The inability of staff to get answers to things they don’t understand can be devastating.
  5. Don’t look back. If you hear someone saying, “Well, can’t we just use the old way?,” you are heading into trouble!
  6. Another telltale sign is someone saying, “Well, I guess I can live with that.” This really means, “There is no way in Hades I’m going to do that, and as soon as your back is turned, I’m going to scuttle the whole deal!”
  7. Be flexible but firm. Give them time.
  8. Don’t use the phrase, “We’ll get used to it!”
  9. Remember that the only “stupid” question anyone can ask is the one they “don’t” ask.
  10. Expect increased profits and efficiency. If you don’t get it immediately, something is amiss. Get help.

Lesson: “Change” is a good thing! Failure to manage the change is NOT!