In this episode I discuss the controversial topic of time tracking in accounting firms. Drawing from my years of experience, I challenge the industry standard of tracking time by client and argue for a focus on outcomes rather than hours. I share my journey from time tracking to adopting value-based billing, and how this shift has improved efficiency and profitability in my firm. I also address common concerns from peers and provide insights on managing team workload without time tracking. Join me as I advocate for breaking away from outdated practices and embracing a more purposeful, client-focused approach in the accounting industry.

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

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

In this episode of Accounting With Confidence, 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

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/

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/

Patriot: https://www.patriotsoftware.com/

Melio: https://meliopayments.com/

TechSoup: https://www.techsoup.org/

In this episode I delve into my personal coaching journey, the benefits of having a coach, and how it transformed my business and personal life. Whether you're feeling stuck, second-guessing yourself, or needing accountability, my experiences offer invaluable lessons for any business owner. Tune in to learn about the different types of coaching available, from group coaching to one-on-one sessions, and discover how to find the right coach for your specific needs. Don't miss out on this enlightening episode if you're ready to take your business to the next level!

Woodard: https://www.woodard.com/practice-coaching

Michael Hyatt/Full Focus Coaching: https://fullfocus.co/coaching

Maxwell Leadership: https://www.johnmaxwell.co/corporate-leadership-training

Les McKeown: https://predictablesuccess.com/growth-coach-les-mckeown

Gino Wickman/EOS: https://www.eosworldwide.com/resources

Mike Michalowicz/Profit First: https://mikemichalowicz.com/books; https://mikemichalowicz.com/mas...

In this episode I share my personal journey and strategies for managing overwhelm in a busy CPA firm. From early career experiences to current stresses, I discuss my signs of overwhelm, including disrupted sleep, lack of focus, and forgetfulness. I outline practical tips like stepping back to identify what's causing the stress, doing a brain dump, prioritizing tasks, communicating with the team, and finding grounding activities such as exercise. I aim to help listeners navigate the challenges of running a business while maintaining mental and physical health.

In this episode I share valuable advice on preparing for conferences. From setting clear goals to packing essential items, I cover everything you need to know for a successful and enjoyable experience. Learn how to manage your energy, stay focused, and make meaningful connections, all while navigating the potential stresses and challenges of conference season. Tune in for practical tips and insights drawn from my years of attending professional events.

This episode is a confidence booster designed to give you an exclusive behind-the-scenes look at my daily routine as a public accountant and business owner. I've been in the industry for 29 years, and my work-life balance has morphed significantly, especially since the pandemic. Now, my team and I operate 100% remotely, providing flexibility and a more casual work environment. I'll share how I plan my week using the Full Focus Planner, prioritize my health and wellness, and maintain productivity while enjoying my personal passions. Join me as I walk you through my typical day, from morning dog walks to evening workouts, and learn how you too can manage your business effectively from home.