Accounting with Confidence


Episode 12: Quarter 3 Focus

Uncategorized Aug 31, 2023

Accounting offices have 3 seasons that don't necessarily match up to the quarters: tax/busy season, summer and year end! The 3rd quarter of the year is often overlooked. In this episode I discuss the 3 things that I feel should be the focus during the 3rd quarter, plus a bonus focus!

I talk about:

  • Tax planning and getting those meetings scheduled now for later in the year
  • Getting ahead of continuing education and not leaving it all to the busy 4th quarter
  • Dusting off that "after tax-season debrief" and start working on those items to make your next season better than your last

When your year moves in only 3 seasons, it's hard to find the time to focus on these things and they can get lost, forgotten, or simply crammed in where they don't fit. Take the time before the end of this quarter to get ahead of these things and set yourself up for success.

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Episode 11: Favorite Personal Development Authors Right Now

Uncategorized Aug 30, 2023

I hated non-fiction books for way more than half of my life. Now I can't get enough. Listen in and find out what changed and what I am loving and learning right now from some of my favorite authors.

  • Michael Hyatt
  • Mike Michalowicz
  • Patrick Lencioni
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Episode 10: What I learned at Scaling New Heights 2023

Uncategorized Aug 16, 2023

I only attend one accounting conference each year. In this episode I talk about what I learned by going to this conference held in St. Louis this summer.

Even though I attend each year, there is always something that I learn and can take back to my firm or use in my personal life to help me achieve my goals. Not all conferences are created equal but this one stands out as being relevant and NOT boring.

From managing awkward moments to fangirling over a CPA I only knew through social media, the experiences were worth the long days.

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Episode 9: Tax Season, Life, and Imposter Syndrome, Oh My!

Uncategorized Aug 14, 2023

I had no intention of taking such a long time off from podcasting but I'm back! Listen to hear why I didn't keep up, why I couldn't get started again, and why I think it's all okay.

Between a busy work season; life, death, illness, and travel; and wondering if I'm even qualified to be podcasting, a few weeks turned into a few months. Can you relate? 

We're going to call this season 2 and just continue where we left off!

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Episode 8: Confidence in No

It's tempting to say yes to everything to keep people happy, keep yourself busy, or because of fear of missing out on something. In this episode I talk about the power of getting confident in the word No.
I gained confidence after years of fearing the word in these ways by:
1) Not providing EVERY service.
2) Saying no to protect my calendar.
3) Saying no when working with clients that aren't a good fit.
4) Being willing to accept a no on any given proposal without any emotional turmoil.
Learn some key phrases to let people down gently and build a referral network you trust and you can gain confidence in the word No, too!
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Episode 7: What I Learned this Month - January 2023

Learning is a life long pastime and this month I'm sharing the 3 things I learned. Nothing major. Just some little things that made my life easier or helped me move a project forward. 

  1. I upped my e-mail rules game.
  2. I created my first Zap using Zapier, JetPack Workflow and Ignitiion.
  3. I learned how to turn on Progress Invoicing in QBO

Like I said, nothing major, just some simple things that prove that you can teach an old accountant new tricks!




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Episode 6: Kolbe A Index and the Accountant

Take a peek into how the Kolbe A Assessment stacks up for rockstar accounting and bookkeeping team members versus the entrepreneurial accountant. Recognizing the innate problem solving traits of accountants helps drive a highly productive team that can compliment some of the traits of a visionary business owner.

 In this episode I unpack:

  • What is Kolbe A assessment
  • How my Rockstar Team scores
  • How I score
  • Why the assessment can help build a better firm




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Episode 5: Life Update - Give Yourself Grace

In this episode, I talk about what can derail your plans and how to get back on track by giving yourself grace and refocusing on goals and self-care.
If you want to hear about my:
  • Breast Cancer update
  • Angry To-Do List
  • word for the year
  • Business focus for the year
  • Goals for the podcast
then listen up!
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Episode 4: 3 Tips to Keep Busy Season from Sucking

There is still time before busy season to do 3 things that will have you feeling more in control of your calendar, more productive and may just keep this busy season from sucking.
1. Schedule time off now
2. Pick an overflow day - same day each week - to give you room to breathe and regroup
3. Get a daily To-Do system to help keep you focused when things start to go sideways
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Episode 3: My Why

Why a podcast and why now?
In Episode 3, I talk about what prompted me to finally take the leap and start this podcast. Mindset shifts, big long-term goals, and a life changing health diagnosis led to the firm I have today that works for me, not against me, and that I love!
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