Leading Change In Your Firm
Deciding to change is the easy part. Here’s how to make it stick.
Whitney Kisner has led the same software implementation more than a handful of times—first at one firm, then as a consultant to founders and executive teams, and now across multiple accounting offices as Director of Practice Innovation at RMW Accounting.
What she learned along the way is that the software was never the hard part. Turning a decision into a way of working that survives a full busy season takes alignment, communication, and a structure that brings people along through the process instead of around it.
This guide walks through the five stages of leading change, adapted from Harvard Business School, and shaped by what actually happened when Whitney ran it in real firms.
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What you'll learn:
- The five stages of leading change — Prepare, Plan, Implement, Embed, and Review
- How to surface the hesitation nobody says out loud
- Why waiting for the perfect time means never starting
- What a backslide is telling you, and the two questions that fix it
- A five-stage audit for grading your own rollout
Authors
By: Whitney Kisner
Whitney Kisner is the Director of Practice Innovation at RMA Accounting and a fractional operations consultant specializing in scaling systems, optimizing processes, and building infrastructure for sustainable growth. With experience in vertical SaaS and professional services, she leads technology integrations that enhance client experience, improve efficiency, and drive revenue consistency. A relationship-driven professional, she takes a people-first approach, partnering across teams to align operations with strategy and compliance while strengthening client service and business relationships. She is known for building high-performing teams, mentoring staff, and creating scalable, data-driven solutions that help firms grow efficiently and effectively.
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Your future self will thank you.