Sprint your way to a digital future

Featuring Dan Griffiths, CPA, CGMA, a partner with Tanner LLC in Salt Lake City


When you think about planning for digital transformation, one of the important things to do is to break the existing paradigm that a plan needs to include all of the detailed steps from today through the end of the transformation process. That might work in an environment that’s relatively static, but because we’re talking about transformation and because even the tools that you might use for that transformation could evolve and change during the transformation itself, it’s critical that you embrace an agile format to your planning. So that means establishing really clear long-range objectives.

It’s not possible to start today with a 24-month plan that details what we’re going to be doing in month 23. We have to start with maybe a 90-day look and a two-week sprint that’s highly detailed. And what we’re going to do at the end of that two-week sprint is quickly evaluate what’s worked, what we learned, and create another sprint for the next two weeks and continue down that process. Now we want to stay focused on the overall vision for the impact that we want to have, but doing a two-week check-in and breaking it up into an agile format makes it much more likely that we’ll hit the target that we’re after, instead of waiting until we get to month 14 in the plan realizing that, oh my goodness, all this work that we’ve done that has just been wasted. So embracing an agile development approach is really, really critical.

Where to find January’s flipbook issue

Starting this month, all Association magazines — the Journal of Accountancy, The Tax Adviser, and FM magazine (coming in February) — are completely digital. Read more about the change and get tips on how to access the new flipbook digital issues.


Get your clients ready for tax season

Upon its enactment in March, the American Rescue Plan Act (ARPA) introduced many new tax changes, some of which retroactively affected 2020 returns. Making the right moves now can help you mitigate any surprises heading into 2022.