Train Your Successor: Embrace Evolution in the Profession with Dr. Rachel Anevski

Dr. Rachel Anevski quit high school at 16 and attended three different colleges to get her bachelor's degree, then built an independent consulting practice for 13 years before folding it into Winding River Consulting this year. On Episode 277 of The Unique CPA, she tells Randy that the move rattled her more than she expected: she fought the firm's processes, demanded to know the reasoning behind every new system, and found herself living, even sweating out the change management principles she'd spent a career teaching others. That tension runs through her explanation as to why the accounting profession keeps failing its own people through transitions. From partners who dismiss AI because they won't be around to see its impact, to seniors whose formative years were scrambled by a pandemic no one prepared them for, there are many pitfalls you won't see until the ground below is approaching. She traces her philosophy on succession back to a mentor's blunt instruction to train your replacement, and pushes back hard on the idea that partnership has to mean sacrificing a life outside the firm to earn it.

Get the full show notes and more resources at TheUniqueCPA.com