Scaling New Heights Conference Recap: A Journey of Insights and Inspiration

In this episode of Accounting with Confidence, host Beth Whitworth shares a detailed daily recap of her experiences and key takeaways from the Scaling New Heights conference in Orlando. Beth discusses her productive planning sessions, engaging seminars on leadership, fraud prevention, and new accounting platforms, as well as her encounters with influential speakers like Michio Kaku and Kelly Pope. Beth also highlights the importance of networking, the value of industry-specific conferences, and how they can rejuvenate one's passion for the business.

Tune in to gain valuable insights and practical advice from Beth's journey through this transformative event.

00:00 Introduction to Beth Whitworth

00:31 Overview of the Scaling New Heights Conference

01:32 Day Zero: Pre-Conference Planning

04:35 Day One: Conference Kickoff and Key Takeaways

08:09 Day Two: Sessions and Vendor Interactions

13:51...

In this episode of Accounting with Confidence, I discuss the journey of implementing new project management software, Canopy, within my CPA firm. Starting from the decision at the Scaling New Heights conference to the full implementation over several months, I share the good, the bad, and the ugly of transitioning from multiple software systems to a unified platform. I highlight the significant time savings and improvements in workflow and client communication, as well as some challenges faced during the setup. Tune in to learn how streamlining processes can enhance your business operations.

Mastering Sales Discovery Calls in Accounting: A Proven Process

In this episode of 'Accounting with Confidence,' Beth Whitworth, an experienced CPA and business owner, shares her journey of developing the critical process of conducting sales discovery calls. She emphasizes the importance of vetting prospective clients to ensure a good fit, navigating conversations to uncover potential red flags, and implementing a structured approach that has streamlined her business operations. Beth also discusses tools like Canopy and Ignition that have revolutionized her task management and proposal systems. Tune in to learn how to make your accounting practice more efficient and build stronger client relationships.

00:00 Introduction to Beth Whitworth

01:07 The Importance of Sales Discovery Calls

04:08 Why Vetting Prospective Clients Matters

08:41 Our Discovery Call Process

16:22 Conducting Effective Discovery Calls

24:32 Creating and Managing Proposals

29:55 Onboarding New Clients

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In this episode Beth Whitworth is sharing her experiences and insights on effective hiring practices for building a successful business. She discusses the challenges of hiring, the importance of defining job roles, outlining specific application instructions, and not settling for less. Beth emphasizes the need to trust one's gut, take time for the hiring process, and not feel desperate when making a decision. She also highlights the value of identifying the most crucial hiring need for the business and shares her learnings from a course by Teresa Loe on building and hiring for teams. Theresa Loe's podcast episodes: https://www.theresaloe.com/podcast-new/

Ever have one of those months where you wonder how you even made it through?

Join me while I talk about what's been going on recently that has me overwhelmed, but not in a bad way.

Is Positive Overwhelm a thing? From hiring, firing, traveling, and software converting, I feel like I've been doing it all lately but have been pushing through and recognizing that the overwhelm doesn't have to last forever. In fact, it only lasts as long as I let it.

In addition I talk about the practice management software that we are currently implementing and as promised, I searched out an affiliate link Canopy Affiliate. I'm in love with this application and can't wait to share more about how it elevates our firm.

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.

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

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.

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!