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Garrett Wagner

CPA, CITP, CEO and Founder of C3 Evolution Group

As an emerging leader in the CPA landscape and an expert at understanding the new millennial generation, Garrett focuses on monitoring the evolving technologies and best practices in the industry to achieve the highest degree of success without being afraid to break free from traditional methods. Garrett works with CPA firms across the country helping them to implement lasting change by understanding the unique needs of each organization. Garrett specializes in corporate taxation and can successfully implement ideas and change by using his communication style to get support from key members of the Firm. With his ability to think outside the box, develop procedures, and train staff it has allowed Garrett to have tremendous success in bringing about lasting change. Garrett believes that the public accounting landscape is undergoing a tremendous change and that by focusing on developing the next generation of leaders and understanding the shift in the profession to providing value added consulting services, that Firms can obtain long lasting success. Started the LinkedIn group Innovating Trailblazers to provide support for the next generation of leaders by allowing them to share ideas, frustrations, and support each other's growth. Specialties: CPA, CITP specializing in helping business owners achieve personal and professional success

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Firm Management

One Certainty in an Age of None: He Who Hesitates is Irrelevant

Instead of getting consumed with everything you don’t know, focus on the known variables. Going back to the example of the payroll protection program, recommend a course of action based on what you know today.

CPAaaS

Accounting

CPA-as-a-Service: Re-imagining Your Clients as Subscribers

There is a certain amount of agony to the monthly billing cycle. We generate the numbers of hours worked and try to justify the work, anticipating client pushback. The process continues each month in agony, like an unpleasant sequence from Groundhog Day.

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Advisory

Keeping Customer Satisfaction Simple: The A.S.K. Principle

The A.S.K. method’s simplicity helps us to truly serve others as trusted advisors. It will set you apart from the vast majority of accountants, for instance, as you shift focus from the technical to compliance services.

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Accounting

In Search of a New Normal

As for our profession, you have no doubt read, heard and seen how disruption was coming. Your reactions may have ranged from a mild shrug to rabid agreement. But opinions varied on when disruption would arrive and truly ...

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Accounting

What Are You Missing? Big Data Helps Accountants Look More Closely

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Accounting

“Alexa, Call My Accountant”: Staying Relevant in an AI World

In 2020, no matter what generation you hail from, you are no doubt familiar with asking questions of a digital assistant. What is today’s weather? When is that movie starting? Play my favorite song.

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Accounting

Ready, Set ... Stop: While Tech Speeds Audits, Regulators Slow Down Process

Recently, I had the privilege of sitting on a panel at Ensuring Success 2019. The session focused on the future of audit. I prepared for the session, listened to my fellow panelists throughout our talk, then reflected on what I had learned along the way.

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Artificial Intelligence

Slow Down, Mustang SALY: Time for Innovation

You could not make it through 2019 in the accounting industry without hearing the buzz word of the day, innovation. Can it be true that the accounting industry stands poised for an age of innovation or will SALY (Same As Last Year) continue to prevail?

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Advisory

The Problem with Price

Maybe it is time to rethink how we show our value to others by ripping a page from Dell, Southwest, Allstate, Disney, GM, and just about every other major brand. They use the classic “good-better-best”—G-B-B—marketing strategy to change the customer’s ...

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Firm Management

How Pressure Can Strengthen or Weaken an Accounting Firm

Is pressure pushing people to excel or crumble? Or has pressure’s character led your people toward negative, even unethical behaviors?

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Firm Management

The Carrot and the Stick

Conventional wisdom suggests the carrot has worked in the past, and young staff accountants devote their careers to chasing the carrot, angling to become a partner.

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Firm Management

Stepping Out

As accountants, we often take great comfort in what we know. We are typically viewed as reactive experts in taxation, auditing, and financial accounting. These three core areas are places we connect with: we feel comfort in the debits and ...