The Upstream Leader Podcast The Upstream Growth Triangle: Your Firm Success Framework
Jun 23, 2025
Explore the evolving landscape of accounting, where AI and automation are reshaping the profession. Discover why developing talent is crucial for firms to stand out in a competitive market. Learn about the 'upstream growth triangle'—a framework centered on accountability, adversity, and advocacy—that fosters personal and professional growth. Gain insights on empowering team members to take initiative and cultivate the next generation of leaders. Delve into strategies that ensure long-term success for accounting firms.
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People as Key Differentiator
- The biggest differentiator for accounting firms will be their people, not technology.
- Without strong people, firms risk becoming commoditized and losing clients to software solutions.
Focus on Relationship Clients
- Seek clients who want to work with your firm for the relationship, not just compliance.
- Build teams that attract clients because of the people you bring to the table.
Prioritize People Development
- Prioritize mentoring, coaching, and working alongside your team to develop them.
- Stop focusing only on getting tasks done and start investing time in people development.