In today's high-paced professional world, it's easy to lose perspective on what moves the needle in your company and get mired down in a slew of everyday tasks and emails. And while creating a structure that prioritizes reflection and planning can be challenging, it is immensely beneficial in the long run. Here to help us unpack this topic and give us a fresh perspective on our approach to work is Dan Montgomery, audit partner and director of business development at Forge Financial and Management Consulting, a forward-thinking advisory firm. In our conversation, Dan expands on how Forge's novel approach is making the busy season more manageable for their team and what they are doing to prioritize planning, reflection, and productivity at their company. We then move on to what Dan has learned from the value of journaling, reflection, and planning and how those lessons have changed the way he works and lives his life. Finally, today's episode offers a high-level breakdown of creating an innovative professional services model that allows for increased profitability, greater productivity, and, most importantly, more personal life satisfaction.
Key Points From This Episode:
- Get to know today's guest, Dan Montgomery, and his fascinating childhood in Alaska.
- Why Forge Financial Management Consulting was created and who it is meant to serve.
- An overview of Dan's firm and its approach to accounting.
- The pitfalls of the busy season in accounting and how Dan's firm is addressing it.
- Why Forge Financial Management Consulting isn't taking on new tax-only clients.
- The importance of prioritizing the most impactful work within your company.
- Defining your value proposition and why it will attract more ideal clients.
- How reflection helps Dan function in a more healthy way.
- A breakdown of how Dan prioritizes daily and weekly 'Big Three' tasks.
- The most important elements of weekly reflection.
- How to create space for focused, deep work.
- What an ideal week for Dan's company looks like.
Forge Financial Management Consulting
Dan Montgomery on LinkedIn
Dan Montgomery's Email
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