National Franchise, Padgett, Uses Data
to Tailor Summer Meeting to Firms in Network
ATHENS,
Ga., July 31, 2024 /PRNewswire/ -- This month,
North American tax and accounting franchise, Padgett, gathered
its network to address the unique individual challenges of small to
mid-size firm ownership. Over 300 firm owners and tax professionals
from across Padgett's US and Canadian offices gathered virtually
with technology partners and industry experts for their Summer
Meeting.
The data presented in our specific
scorecard is eye-opening in many ways.
This year, Padgett delivered a firm scorecard to attendees
before commencing the conference. Firms were grouped from small to
large and then compared to benchmarks in their category. The
scorecards, for instance, showed an owner that other firms in the
Padgett network with revenue under $300,000 a year grew revenue by 10.2% in 2023.
The sessions were then tailored to these scorecards, offering a
uniquely relevant and actionable conference experience.
Said Padgett CEO, Jeff Phillips,
in opening event statements, "This summer meeting really is trying
to leverage what we've learned from these scorecards and use it to
ultimately deliver a playbook around practice management."
These scorecards informed the need for "wise growth" in midsize
firms; a term that Padgett defines as scaling a strong business
model. This theme was emphasized through sessions focused on
pricing, marketing, technology, and client services. Speakers
included entrepreneur and author Dan
Martell, Renew Group Founders Shannon Vincent and
Colin Dunn, and Executive Leadership
Coach Gordon Caudle. The event also
offered the opportunity for firm owners to connect with technology
partners and sponsors ADP, Avalara, GoProposal, Syft, Xero, Keeper,
SAM, Tallyfor, and Thomson Reuters.
At the wrap-up of the event, Padgett firm owners were left with
actionable next steps for continuing to grow their firms.
Padgett Toledo owner Tom Friedel said, "seeing this [data] in this
presentation, along with the data presented in our specific
scorecard is eye-opening in many ways. The analytical observations
in here are vast and fantastic!"
About Padgett
Through a network of hundreds of individually owned firms,
Padgett provides tax, accounting, payroll and advisory services to
tens of thousands of small businesses across the U.S. and
Canada. With an entrepreneurial
spirit and more than 50 years of experience, Padgett aims to serve
as trusted advisors and empower business owners to pursue their
financial and personal goals. Learn more: padgettadvisors.com.
CONTACT INFORMATION:
Padgett Advisors
Katarina Thomas
706-583-5117
kthomas@padgettadvisors.com
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SOURCE Padgett