Accounting with Confidence

Podcast

Episode 35: From Surviving to Thriving: Rethinking Accounting Practices

 
In this episode I share my journey and passion for transforming the traditional CPA firm model. I discuss my motivations for wanting to be available for my family and empowering my employees, while still providing excellent client service. I delve into the challenges of the old school model, which emphasizes billable hours, mandatory overtime, and a rigid hierarchical structure that negatively impacts not only accountants but also their families and clients. I explain the gradual steps I took to build a different kind of firm, from adopting fixed price billing and subscription models to limiting overtime and shifting to a part-time workforce. This episode outlines my innovative approach to creating a healthier work-family balance, improving client service, and attracting new talent to the industry. If you're in public accounting and seeking inspiration to break away from the norm, this episode is for you.
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Episode 30: Creating an Ideal Business Culture: Values, Non-negotiables, and Communication

 

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.

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FREE PDF GUIDE

6 Ways to Reclaim Your Time in your Accounting Firm

  • LEARN WHY DOING ALL THE THINGS IS NORMAL BUT NOT EFFECTIVE
  • FIND TOOLS THAT SAVE YOU TIME AND IMPROVE CLIENT SERVICE
  • GET CONTROL OF YOUR TIME TO START BUILDING A BUSINESS YOU LOVE