CEO, RDG+Partners CPAs, PLLC
Years in current role: 18
What was the biggest challenge you faced over the past year?
One of the most significant challenges was effectively managing our staffing needs and ensuring we had the right talent in place to support our operations while navigating a competitive market. However, we addressed this challenge by strategically creating new positions within our firm, which not only minimized turnover but also positively reflected our organizational culture. Additionally, remaining flexible and adaptive to the competitive talent market allowed us to attract top professionals. Leveraging technology played a crucial role in enhancing our operational efficiencies, enabling us to navigate staffing demands more effectively while maintaining the integrity of our team.
What are your top goals for 2024?
Our primary focus is on developing our Financial Center model further by implementing a unified approach to solidify our position as a leader in the industry. We aim to expand our capabilities and achieve greater success by driving growth and enhancing our talent pool through strategic acquisitions. Our unique service model enables an aligned approach to management, compliance, and advisory, empowering businesses to navigate challenges, gain momentum and achieve success. These goals align with our commitment to providing unparalleled service to our clients and maintaining our reputation for excellence.
What are the biggest changes you expect to see in your industry in the next 3-5 years?
We anticipate significant shifts in the industry landscape. These include a widespread adoption of advisory accounting and holistic advisory services, a trend we’ve been ahead of by adopting this approach several years ago. We anticipate a shift towards accounting candidates requiring a broader skill set beyond traditional practices. This evolution is accompanied by the rapid integration of automated processes and artificial intelligence, set to streamline operations, and enhance efficiency and innovation throughout the industry. As a forward-thinking firm, we are well positioned to embrace these changes and capitalize on the opportunities they present.
What is one thing you wish you knew when you started your career?
Looking back on my career journey, one crucial aspect I wish I had understood earlier is the importance of finding a mentor for guidance and support. Having a mentor can provide invaluable insights, advice, and perspective that can significantly accelerate professional growth and development. I have come to realize the importance of expanding one’s knowledge and skill set beyond tax and accounting. Developing expertise in areas such as technology, business strategy, and leadership has been instrumental in advancing my career and achieving success. I have learned the significance of cultivating soft skills such as communication, emotional intelligence, and interpersonal relationships. These skills are crucial for networking, collaborating, and navigating the professional world effectively.
What are your favorite things to do in the Rochester area?
In Rochester, I like golfing at our top-tier golf courses, relaxing on the Finger Lakes and exploring various restaurants. These activities offer a mix of outdoor fun, relaxation and trying new foods, making my time in the region enjoyable.