Accounting can be one of the hardest functions to align the skills and experience of your team with the needs of your business. Lisa Sherman, a certified public accountant and a principal with public accounting firm Doeren Mayhew, leads her firm’s virtual and outsourced accounting services team.
On this edition of The Clarity Advisors Show, Lisa tells host Ken Trupke how she uses teams of two to three people to fully support her clients’ accounting and finance needs.
Timestamps
(01:07): About Doeren Mayhew.
(03:30): Branding as Wayfinder.
(04:05): Doeren Mayhew’s niche.
(06:35): Lisa’s team at Doeren Mayhew.
(07:30): Lisa’s background.
(10:19): Tips for growing a team.
(13:00): Socializing topics.
(16:08): Success stories.
(20:32): Attracting talent
(25:00): Retaining talent.
(34:45): Connecting with Lisa.
Episode Quotes
“We touch a little bit of everything across the board, but I think what really makes us unique is our team. We come in as a team approach – two to three people depending on the level of engagement.”
“We come in on a remote basis and fractional, so you’re not hiring us. That way you can get a whole team of people – a whole department – at a fractional cost and a fractional amount of time.”
“If you want change, you don’t come into a meeting and say, ‘hey, we’re going to change.’ You come into the meeting with little bits of pieces of information over a period of time and you socialize those topics.”
Recommended Reading and Listening
- “Power Questions” by Andrew Sobel and Jerold Panas.
- “Digital Body Language,” by Erica Dhawan.
Connect with Lisa Sherman
