Podcasts

45: Ignition to the Rescue: How a Proposal App Improved My Firm

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In this episode, I share my journey of integrating the proposal and payment acceptance platform, Ignition, into my CPA firm. I discuss the numerous challenges I faced with the old system, which involved using Microsoft Word, Excel, Adobe, QuickBooks, and various other platforms to manage proposals, agreements, and billing. The cumbersome and disjointed process often led to procrastination and inefficiencies. However, after adopting Ignition in 2021, I was able to streamline these operations, making billing and renewals much more efficient and professional. Ignition enabled me to create templates, automate payments, and manage renewals with ease, ultimately saving significant time and allowing my firm to grow faster. If you're struggling with similar issues in your accounting practice, implementing a system like Ignition could be a game-changer.

Ignition: https://get.practiceignition.com/bethwhitworth5357

44: From Office to Home: Leading Remote Teams

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In this episode I  share my experiences managing and leading a remote team. I discuss the evolution of my firm from an in-person to a fully remote team, the challenges we faced, and the strategies we implemented to overcome them. Key topics include the importance of clear communication channels, leveraging technology, and maintaining personal connections with team members. I also reflect on the benefits of remote work, such as increased productivity and flexible work hours, while providing insights and practical advice for those considering or struggling with remote team management.

43: 2 Steps to Help You to Determine Your Next Hire

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In this episode, I discuss the challenges of deciding who to hire next to help move your business forward. Drawing inspiration from Theresa Lowe’s teachings, I share two key strategies: creating an org chart based on roles and responsibilities, and conducting a detailed time audit to see where my time is spent. These steps helped me identify the 'domino person' I needed to hire to relieve stress and optimize efficiency. Join me as I walk you through these techniques and provide valuable insights from my own experience.

Streamlined And Scaled Podcast with Theresa Loe: https://open.spotify.com/show/59klpQLdrc8BW3S0gQVMf3

Jasmine Star/Theresa Loe: https://www.youtube.com/watch?v=8ChS3HL64f8

Responsibilities Chart (example): https://www.canva.com/design/DAGs4mRJqoU/Vzlib9rNi7tUMFsIoUviGA/view?utm_content=DAGs4mRJqoU&utm_campaign=designshare&utm_medium=link&utm_source=publishsharelink&mode=preview

42: Scaling New Heights 2025 Recap

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In this episode, I provide an in-depth recap of my experience at the Scaling New Heights conference in Orlando. From attending inspirational sessions and networking with other professionals to sharing personal anecdotes and obtaining awards, this four-day event was transformative for both my business and personal growth. Listen in to hear how the conference helped shape our firm's strategic planning and why it's important to find your tribe in the accounting industry.

Geni Whitehouse, CPA.CITP: https://geniwhitehouse.com/
Chaunte' Lowe O.L.Y. : https://www.chauntelowespeaks.com/
David Allen: https://gettingthingsdone.com/
Brittany Brown,CEO, Founder, and Chief Accountant: https://ledgergurus.com/about/
Michelle Mitchell, Owner, Financial Strategist & Business Advisor: https://mitchellconsultingservice.com/

41: Exploring Alternatives to QuickBooks: Our Journey to Xero

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In this episode of Accounting with Confidence, I share our journey of adding an alternative to QuickBooks Desktop and QuickBooks Online to Xero, a cloud-based accounting solution. Discover the benefits and challenges we faced, the reasons behind our decision, and how Xero has streamlined our processes. Learn about the key features of Xero, including their integration with payroll and advanced reporting tools. Whether you're considering moving away from QuickBooks or just looking for a more economical solution, this episode provides valuable insights and practical advice.

Xero: https://www.xero.com/us/
Patriot: https://www.patriotsoftware.com/
Melio: https://meliopayments.com/
TechSoup: https://www.techsoup.org/