In this Confidence Booster episode of Accounting with Confidence, I dive into the world of personality assessments. I discuss the value of these assessments in improving communication, hiring to complement weaknesses, and fostering better teamwork. I detail various popular assessments, including Kolbe A, DISC, Myers Briggs, Six Working Geniuses, Predictable Success, StrengthsFinder, and Enneagram, and share my insights on how they can benefit both personal and professional growth. Tune in for an engaging and educational discussion designed to boost your confidence in your business journey.

In this episode, I share my comprehensive insights on building an ideal culture within a business, particularly an accounting firm. Drawing from my extensive experiences, I discuss the importance of defining what you want from your team and what you don't, creating clear company values, and setting non-negotiables. I emphasize the essence of leadership, honesty, and vulnerability in establishing a supportive and productive workplace. Through personal anecdotes, including overcoming cancer and fostering a culture of continual learning, I illustrate the impact of strong, open communication and the necessity of walking the walk. Tune in to learn how to build a business culture that thrives on positive attitudes, reliability, and teamwork.

In this Confidence Booster episode of Accounting with Confidence, I discuss the significance of New Year's resolutions and setting meaningful goals. I reflect on my personal experiences with resolutions, explaining my shift from traditional resolutions to setting a guiding word for the year. For 2025, I have chosen the word 'Grow,' emphasizing my desire to grow my business, relationships, and personal skills. I encourage listeners to think about their own guiding word for the year and share my thoughts on planning and commitment.

In this episode of Accounting with Confidence, I'm sharing my journey and insights on the importance of strategic planning for your firm. From my early days as a partner with no formal plan, through the ups and downs of partnerships, to finally finding a structured approach that works. I'll also fill you in on my experience at the Woodard Summit event in Texas, the benefits of attending such events, and how a coach has transformed my business. Whether you're a solo practitioner or part of a team, discover actionable tips to help you set and achieve your business goals.

In this episode I share insights to help you build a business you love. I discuss the importance of planning, even admitting that I missed my typical October planning due to a busy schedule. I reveal my two main goals for 2025: implementing a thorough marketing plan to achieve a 15% revenue increase, and standardizing processes to streamline operations and improve efficiency. Additionally, I touch on personal goals like advancing my quilting projects and training our new dog. Join me in setting and achieving your own goals for the new year!

In this Confidence Booster episode, I share my personal experiences with anxiety and provide practical tools and strategies to manage it. From the power of music and exercise to the importance of taking mental health days, I offer valuable insights for reducing stress and maintaining productivity, especially during the hectic holiday season. Tune in for a confidence boost and learn how I navigate the challenges of owning and operating a business while managing anxiety.

In this episode of Accounting with Confidence, I provide an in-depth overview of the extensive tech stack my full-service CPA firm uses. I discuss the various applications and tools that help us manage tax preparation, accounting, payroll processing, practice management, and client communications. From Drake Tax for tax returns to Canopy Tax for practice management, and Ignition for proposals and payments, I provide detailed insights into each product's role and benefits. Additionally, I touch on our transition to cloud-based solutions and alternative software options like Xero, ensuring you have the information to enhance your own business operations.

Tech Stack Links

In this Confidence Booster episode of Accounting with Confidence, I share invaluable hiring tips for small business owners. As an experienced CPA firm owner, I discuss the challenges of hiring, including distrust, fear of wrong decisions, and the costs involved. I provide actionable advice on creating a thorough hiring process, emphasizing the importance of detail-oriented and tech-savvy candidates. From sharing your company culture in job postings to implementing hidden skills tests, I outline how to identify the right applicants. I also stress the importance of honesty and clarity in job descriptions and the necessity of starting the hiring process well before busy seasons. Tune in for an in-depth look at making smart hires that fit your business needs.

In this episode I discuss the importance of strategic planning for business success. Drawing from my own experience, I share insights on setting goals, maintaining accountability, and the practical steps necessary to develop and implement a strategic plan. I'll explain why having both short-term and long-term goals is crucial and provide tips on enlisting help from mentors, coaches, or accountability partners. Learn how to review your current plan, understand why certain goals may have been missed, and set achievable targets for the future. Whether you're an accounting firm owner or running another type of business, my advice will help you navigate the complexities of strategic planning and grow with confidence.

n this short and powerful confidence booster episode, I discuss why planning is essential for your business and personal success. As we approach year-end, it's the perfect time to focus on budgeting, setting goals, and planning for fun. Join me as I share insights on creating effective plans, reducing anxiety, and finding accountability partners to stay on track. Let's work together to set targets and make the journey to achieving your goals smoother and more rewarding.

00:00 Introduction to Beth Whitworth

00:44 Why Planning is Important

01:57 Setting Goals and Budgets

06:14 Planning for Fun

07:48 Accountability and Continuous Planning

10:39 Conclusion and Final Thoughts