Attending Scaling New Heights

Scaling New Heights in accounting to better serve clients in construction

We’re here in Salt Lake City, Utah at the Scaling New Heights convention produced by Woodard. We thought we would let you in on what we’ve been up to while we’re here. Keep in mind, everything we do (including convention attendance) hinges on our mission of helping our clients (small to medium commercial construction contractors) Run With the Big Dogs. And, we must tell you, we believe our experiences here have added to our ability to do so.

Scaling New Heights through attendance

From the Woodard website: “Each year, over one thousand of the world’s leading small business advisors and over 100 of the world’s leading software developers gather to gain knowledge, cross-refer services, develop practice skills…and more!”

From Tonya and Yvonne: Yes! Let’s roll!

We arrived eager to expand our knowledge and expertise, one keynote, one breakout, and one handshake at a time.

We were not disappointed!

In addition to that, we came with a set of objectives. Following our own advice  we had these goals in mind before we got here.

  • Expand our industry knowledge in general ✅
  • Find solutions for two client related problems
  • Look for new or updated app and SaaS vendors ✅
  • Network with peers ✅
  • Position Tonya as an expert* ✅

Learning from our peers, swapping big (and little) ideas, checking out the fun tech, and finding solutions for real life, real time problems our construction contractor clients encounter is exhilarating!

*Tonya was among the 4 people who served on a panel discussing best ways to serve construction contracting clients.

Scaling New Heights for the fun of it!

From joining the Knowify gang at Eva for tapas, to Jennifer Dymond showing us how the study of Improv  can make us better at serving our clients, we’ve been having fun! For Tonya, connecting with returning friends and for both of us making new friends has been the mortar to the building blocks we encounter in the breakout sessions.

Sharing tips, insights, and information one trowel blade at a time, is allowing us to share and compare with top notch accounting and business advisors from all across Canada and the US.

Scaling New Heights for the plums

It is possible we will still find more plums as this day and the next roll out. As of now, we’ve discovered 2 plums which have caught our attention and have already been acted upon in one way or another.

Plum 1. “We need to build out a very good website intake form to be available for potential clients to prior to initial consultation.”

Initial action step: Speak with website designer concerning placement. ✅

Secondary action step: Send info to calendar to begin design process. ✅

Plum 2. Need to take definitive action on the move towards AI in the accounting sector.

Initial action step: Begin brainstorm discussion with notes concerning possibilities. ✅

Secondary action step: Set up firm wide meeting to discuss iterations in business model. ✅

We’re excited to move on to the next sessions, meetings, and encounters as we finish up the week here at Scaling New Heights. And we’re excited about the upcoming possibilities.

 

Hope you’ve enjoyed this small peek into the happenings at the Schulte and Schulte firm.

Providing Accounting, Contract Document Management, and Advisory Board Level counsel for small to medium commercial construction subcontractors.

So you can Run With the Big Dogs. Call us! 866-629-7735