Podcasts

68: 68: Solo Nationals 2026: Managing The Mind of Racing & Business

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In this episode, I check in live from the 2026 Solo Nationals in Lincoln, Nebraska to share updates on my racing journey, overcoming perfectionism, and taking time away from work. I break down how letting go of video production pressure helped me get back to podcasting, how I managed negative self-talk while competing on the track, and why taking two and a half weeks completely off during a major tax deadline was necessary for my well-being.

Key topics

• Returning to podcasting by dropping self-imposed obstacles around looking “camera ready”
• Competing in a 1,400-driver event at the 2026 Solo Nationals with family and team
• Managing negative self-talk and focusing on personal execution over competitor standings
• The power of driver focus: Why the car isn't the problem and how to improve run by run
• Reframing racing mistakes into aggressive driving wins and personal improvements
• Disconnecting completely during a September 15th tax deadline for a college friend reunion in Sedona
• Why stepping away from the firm without a laptop is possible and essential for long-term growth

67: 67: Why AI Won’t Replace Your Team: Scaling New Heights 2026 Recap

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Scaling New Heights 2026: Tech Upgrades, Mindset Shifts, and Leading with Heart

In this episode, I share a quick recap of my time at the Scaling New Heights conference in Orlando. I dive right into the sudden Intuit price hikes , why our firm successfully balances both QuickBooks Online and Xero , and what it was like stepping out of my comfort zone to present a 100-minute session. I also talk about the powerful final sessions on vulnerability in leadership and why next year's conference theme is exactly what our industry needs right now.

Key topics

• My honest thoughts on the QBO vs. Xero debate and handling Intuit’s massive new price increase
• Why running a split firm works for us and how it helps clients save money
• Facing the fear of public speaking and nailing a 100-minute presentation
• The massive mindset shift required to move away from tracking billable hours
• Quick hiring hacks to get applicants out of the apps and into real conversations
• Why AI won't replace your team and a sneak peek at next year’s human-focused theme
• The power of vulnerability in leadership and realizing you aren't alone on this journey
• Planning for the future with Sarah and balancing big ideas with realistic processes 

66: Coaching Takeaways: What Kim Has Taught Me

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How Coaching Transformed My Business: My JourneyIn this episode, I share how my coach has been instrumental in my business growth and personal development over the past three years. I'll talk about celebrating wins, reframing setbacks, and bringing fun into work, while highlighting the tangible results of my coaching journey.

Key topics:

• The importance of having a dedicated business coach and the benefits I've seen over three years
• Three major lessons I've learned: celebrating achievements, re-framing challenges, and prioritizing fun
• The impact of coaching on my revenue growth, team development, and business scaling
• How I navigated setbacks like losing a major client and making poor hiring decisions with coaching
• Practical ways I'm incorporating fun and human connection into our remote work culture
• The role of outside perspective in pacing my business growth and maintaining company culture
• My upcoming plans, including a firm retreat and continued coaching partnership

65: I’m Back!: Update Episode

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Starting Fresh: Reflecting on Tax Seasons, Hobbies, and Growth 

In this episode, I share my journey of resilience, self-discovery, and continuous learning amidst the busy tax season cycle. I discuss my passion for podcasting, personal hobbies like competitive shooting, and plans for upcoming industry events. 

Key topics 

• My motivation for podcasting and its impact on my daily energy levels 
• Reflection on my 30th tax season and lessons learned from staffing challenges 
• My journey overcoming breast cancer and sharing my experiences to inspire others 
• Discovery of competitive shooting as a new skill and a mental reset 
• Planning and excitement for Scaling New Heights, including new speaking engagements 
• Appreciation for community support, fan mail, and networking opportunities 
• Emphasis on personal growth, embracing challenges regardless of age 

64: Managing Stress During Tax Season

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Join me in this episode as I dive into practical strategies to help accountants and tax professionals manage stress during the busiest time of the year. I emphasize the importance of maintaining personal routines like date nights, hobbies, and family dinners, and share tips on good nutrition and hydration. Discover how crucial sleep is, why you should aim for 8-9 hours, and how to avoid overworking. I'll also talk about the benefits of outdoor activities and exercise to boost energy and reduce stress. Learn how music playlists and scheduled breaks can help reset your focus, and why setting boundaries and avoiding over-scheduling is key. I also discuss identifying peak productivity times for maximum efficiency and the value of honest communication with clients about workload and deadlines. Remember, self-compassion and reaching out for support when overwhelmed is vital. Your well-being matters, and I'm here to remind you of that.

61: Interview with Matt Tait – Bonus Episode

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I was able to record an incredible episode with Matt Tate, co-founder of Decimal a couple of months ago. We dove into how Decimal is revolutionizing the back office for business owners, making accounting and tax prep a breeze. Matt shared his journey from being a recovering attorney to a serial entrepreneur, and how Decimal is now franchising to help others start their own firms. We talked about the importance of relationships over transactions, and how living your business values can create a thriving remote culture. Plus, Matt dropped a big announcement about launching three new firms! It was a conversation full of insights and inspiration, and I can't wait for you to hear it. Tune in to learn how you can build a business and life you love!

63: The Power of Referral Networks

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Join me in this episode as I dive into the world of referral networks for accountants. Discover how my personal experiences and insights have shown that referrals are key to keeping a full sales pipeline. I'll share strategies for building strong relationships with referral sources like financial advisors and community groups, and how these connections can drive significant business growth. Plus, learn why it's essential to prioritize referred clients and maintain clear communication about the services you offer. Don't miss out on these valuable tips for boosting your accounting business!

62: Finding the Right CPA for YOU

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In this eye-opening episode, I share my 30 years of experience in public accounting to guide you through the often-overlooked pitfalls of changing CPAs, especially in a tightening industry. I discuss the alarming decline in new accountants entering the field and the rising wave of retiring firms, which means more clients are left high and dry just before tax season hits. Whether your current CPA has closed shop, ghosted you, or you're simply seeking a better fit, I uncover what to look for in a new accountant to ensure your financial health isn't left to chance.

This episode is perfect for business owners, entrepreneurs, and individuals feeling the squeeze of a shrinking industry and seeking clarity in chaos. If you've ever wondered how to pick the right accountant in today's shifting landscape, this episode is your essential guide to making smarter, more confident financial decisions.

Don’t suffer in silence — your ideal CPA may be just a conversation away.

60: The Podcast Turns 3! 🎂

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Happy Birthday to Accounting with Confidence: The Podcast! This passion project started 3 years ago and has been one of the most energizing and rewarding things I've ever done.

In this episode, I reflect on the three-year anniversary of the podcast, discussing the challenges and joys of podcasting, especially during the holiday season. I share personal insights on managing holiday stress, the importance of self-care, and the joy of gift-giving. Keeping it real, I talk about managing the overwhelm and realizing that it's okay to have feelings even when others are going through much more significant things in their lives. 

Please give me feedback on future podcast topics by sending me a text from the link up there ☝️ or send me an email or DM! I'd love to hear from you as I'm putting together my plans for 2026!

Merry Christmas!

59: Building Your Business Budget

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In this episode, I guide you through the essentials of creating a budget for your business as we enter planning season. From understanding the importance of revenue forecasting to setting up expense guardrails, I provide valuable tips on navigating the budgeting process. I explain why budgeting is critical, how to approach it, and the impact it can have on your overall strategic planning. Plus, exciting news about the merger of my podcast and accounting firm under the same motivating name, Accounting with Confidence.

Link to our new website: https://www.accountingwithconfidence.com/