Accounting with Confidence


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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Episode 2: Marketing Mindset for Accountants

Why is marketing so hard for accountants to embrace?

In this episode, I talk about the struggles with being a good marketer of my practice and what mindset shifts have to happen for me to be successful with it.
After many years in the industry, I'm now creating a better relationship with marketing by:
  1. Constantly learning
  2. Scheduling some focused time
  3. Setting a goal of progress not perfection
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Episode 1: 4 Things I've Learned (so far) in my Accounting Career

In this very first podcast episode, I reflect on my career in public accounting and the true lessons that each chapter has taught me:
  1. Time is not really money
  2. Culture has to start at the top
  3. Micromanaging is for managers, not leaders
  4. No one is coming to the rescue
Listen as I dive into the impact these lessons have had on my life and career. These lessons can help you, too.
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Beth's Rules of Money In


This week we take an excerpt from the monthly QuickBooks User Group that was all about Money In. These 4 rules of Money In for your business work through the steps to keep money coming in and give you some common sense guidance on how to keep it simple.

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Price changes coming to QB Online products


Intuit has announced a major change to the ProAdvisor's wholesale billing discount as retail prices are scheduled to increase by 14 - 25% in coming months.  What does this mean?  For end users paying for their own subscription, this is a direct hit to your bottom line starting in September. For end users who have their bookkeepers paying for their subscription, expect a price increase this summer.  And for accounting and bookkeeping offices, it's time to consider a remote desktop solution as a viable alternative to QBO based on price especially for clients with multiple company files.

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