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36: A Revolution in the Accounting Industry: Thriving on Flexibility

May 28, 2025

Send Beth a text!

In this episode of Accounting with Confidence, I delve into the unique and effective employment model I've developed for my firm—permanent part-time positions. I discuss the journey that led me to embrace this model, including the challenges and lessons learned along the way. Hear about the significant advantages, from reduced stress and better work-life balance to superior client service and more efficient hiring practices. I'll also share insights on how this model can appeal to young professionals and those with family commitments, making it an attractive option in the accounting industry and potentially other service-related fields. Tune in to learn how you, too, can build a business you love by adopting innovative employment strategies.

35: From Surviving to Thriving: Rethinking Accounting Practices

May 21, 2025

Send Beth a text!

In this episode I share my journey and passion for transforming the traditional CPA firm model. I discuss my motivations for wanting to be available for my family and empowering my employees, while still providing excellent client service. I delve into the challenges of the old school model, which emphasizes billable hours, mandatory overtime, and a rigid hierarchical structure that negatively impacts not only accountants but also their families and clients. I explain the gradual steps I took to build a different kind of firm, from adopting fixed price billing and subscription models to limiting overtime and shifting to a part-time workforce. This episode outlines my innovative approach to creating a healthier work-family balance, improving client service, and attracting new talent to the industry. If you're in public accounting and seeking inspiration to break away from the norm, this episode is for you.

34: Tax Season Debrief: Growth, Change and Challenges

May 14, 2025

Send Beth a text!

In this episode I recap the latest tax season, detailing both the challenges and successes experienced. This year marked our transition to a fully remote team, including the addition of a new remote administrative assistant. Despite initial concerns, we successfully navigated remote work logistics, streamlined our workflow, and introduced a subscription model for clients. I also share personal anecdotes, including the emotional difficulty of a staffing change and the importance of maintaining healthy work-life boundaries. Overall, the season was productive, with minimal overtime and the successful early completion of tax filings.