Scrappy but Successful [Consultant's Personalities When No One's Watching]
60. The People and Process Playbook for CPA Firms with Will Hill
Will Hill spent 21 years at Thomson Reuters helping build the accounting industry's shift toward advisory services, then left to found Will Hill Consults, LLC, where he coaches CPA firm owners one-on-one at the intersection of people and process. With 25+ years in the industry and hands-on work inside 400+ accounting firms, Will has a rare read on why some firm leadership changes stick and most don't. In this episode, Jack and Will talk about why he refuses to do group coaching, the moment he had to tell two employees their jobs weren't going away even though the software was, how firms make the leap from compliance to advisory conversations, and the scrappy roots (golf-ball hustling included) behind his one-on-one approach today. Chapters: 0:00:00 Intro: scrappy or sophisticated? 0:01:37 Growing up in Flint and selling golf balls for cash 0:04:06 Coaching CPA firms at the intersection of people and process 0:06:18 Why he only coaches one-on-one, never in groups 0:08:12 From janitor and bank teller to 21 years at Thomson Reuters 0:11:38 Asking real questions and earning client trust 0:17:17 Moving firms from compliance to client advisory services 0:20:34 Leaving Thomson Reuters to launch his own consulting firm 0:26:40 Finding his ICP, firing bad-fit clients, staying collaborative 0:35:13 Scrappy vs sophisticated lightning round Will Hill: Website: https://willhillconsults.com/ LinkedIn: https://www.linkedin.com/in/wghill/ Jack Tompkins: LinkedIn: https://www.linkedin.com/in/jack-tompkins/ Consulting: https://www.pineapplecf.com AI Analyst Product: https://www.pineappleanalyst.ai/ YouTube: https://www.youtube.com/channel/UCalnj5yLU0ZH9y_tVl1J4ng
