Accounting with Confidence Podcast

Send Beth a text! 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&...

Send Beth a text! 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...

Send Beth a text! In this episode of Accounting With Confidence, I share my personal journey and experiences with coaching in the accounting industry. From the initial reluctance and skepticism to the transformative impact, I delve into why having a coach has been pivotal in my professional growth and business success. I discuss the various types of coaching available—group, individual, and specif...

Send Beth a text! 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, communi...

Send Beth a text! In this episode of 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 prac...

Send Beth a text! 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 environmen...

Send Beth a text! In this episode of Accounting with Confidence, I delve into the unique and effective employment model I've developed for my firm—permanent part-time positions. I discuss the journey that led me to embrace this model, including the challenges and lessons learned along the way. Hear about the significant advantages, from reduced stress and better work-life balance to superior...

Send Beth a text! 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 t...

Send Beth a text! In this episode I recap the latest tax season, detailing both the challenges and successes experienced. This year marked our transition to a fully remote team, including the addition of a new remote administrative assistant. Despite initial concerns, we successfully navigated remote work logistics, streamlined our workflow, and introduced a subscription model for clients. I also...

Send Beth a text! In this episode I discuss the significant changes happening in the Intuit QuickBooks software landscape, focusing on the shift from QuickBooks Desktop to subscription-based models like QuickBooks Online. I cover the challenges and limitations of QuickBooks Online, especially for businesses with specialized needs like inventory and payroll management. I also explore alternative so...

Send Beth a text! In this episode I provide a brief update on our current status with less than a month left in tax season. I discuss the benefits and challenges of transitioning to a 100% remote team, the positive impact of our practice management software, Canopy, and the success of our subscription billing model. Additionally, I share advice on hiring management support and optimizing processes...

Send Beth a text! In this Confidence Booster episode of Accounting with Confidence, I dive into the world of personality assessments. I discuss the value of these assessments in improving communication, hiring to complement weaknesses, and fostering better teamwork. I detail various popular assessments, including Kolbe A, DISC, Myers Briggs, Six Working Geniuses, Predictable Success, StrengthsFind...

Send Beth a text! 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 vulnerab...

Send Beth a text! In this Confidence Booster episode of Accounting with Confidence, I discuss the significance of New Year's resolutions and setting meaningful goals. I reflect on my personal experiences with resolutions, explaining my shift from traditional resolutions to setting a guiding word for the year. For 2025, I have chosen the word 'Grow,' emphasizing my desire to grow my...

Send Beth a text! In this episode I share insights to help you build a business you love. I discuss the importance of planning, even admitting that I missed my typical October planning due to a busy schedule. I reveal my two main goals for 2025: implementing a thorough marketing plan to achieve a 15% revenue increase, and standardizing processes to streamline operations and improve efficiency. Add...

Send Beth a text! In this episode of Accounting with Confidence, I'm sharing my journey and insights on the importance of strategic planning for your firm. From my early days as a partner with no formal plan, through the ups and downs of partnerships, to finally finding a structured approach that works. I'll also fill you in on my experience at the Woodard Summit event in Texas, the bene...

Send Beth a text! In this Confidence Booster episode, I share my personal experiences with anxiety and provide practical tools and strategies to manage it. From the power of music and exercise to the importance of taking mental health days, I offer valuable insights for reducing stress and maintaining productivity, especially during the hectic holiday season. Tune in for a confidence boost and lea...

Send Beth a text! In this episode of Accounting with Confidence, I provide an in-depth overview of the extensive tech stack my full-service CPA firm uses. I discuss the various applications and tools that help us manage tax preparation, accounting, payroll processing, practice management, and client communications. From Drake Tax for tax returns to Canopy Tax for practice management, and Ignition...

Send Beth a text! In this Confidence Booster episode of Accounting with Confidence, I share invaluable hiring tips for small business owners. As an experienced CPA firm owner, I discuss the challenges of hiring, including distrust, fear of wrong decisions, and the costs involved. I provide actionable advice on creating a thorough hiring process, emphasizing the importance of detail-oriented and te...

Send Beth a text! In this episode I discuss the importance of strategic planning for business success. Drawing from my own experience, I share insights on setting goals, maintaining accountability, and the practical steps necessary to develop and implement a strategic plan. I'll explain why having both short-term and long-term goals is crucial and provide tips on enlisting help from mentors,...

Send Beth a text! In this short and powerful confidence booster episode, I discuss why planning is essential for your business and personal success. As we approach year-end, it's the perfect time to focus on budgeting, setting goals, and planning for fun. Join me as I share insights on creating effective plans, reducing anxiety, and finding accountability partners to stay on track. Let's...

Send Beth a text! In this episode of Accounting with Confidence, I provide an update on my journey of improving my marketing efforts since launching the podcast in winter 2022. I reflect on my initial struggles with marketing and my progress, including taking a marketing class and building referral relationships. I discuss my decision to implement a cohesive and sustainable marketing strategy for...

Send Beth a text! In this episode, I explore the importance of stepping out of your comfort zone. Drawing from my own recent experiences, I discuss how venturing into new and uncomfortable territories can foster growth and learning. I share insights from participating in a growth-focused group for accounting firm owners and attending a retreat for accounting influencers, both of which challenged m...

Send Beth a text! In this episode I share my journey to finding balance in my professional life by setting critical boundaries. I'll discuss the struggles I faced working excessive hours, the negative impacts on my personal life, and the steps I took to reclaim my time and improve my business. Learn how implementing calendar blocking, using a calendar app, and stopping the practice of always...

Send Beth a text! In this episode of Accounting with Confidence, I discuss the uncertain future of QuickBooks Desktop, exploring the potential discontinuation and available alternatives. I delve into Intuit's pricing strategies, their move to subscription models, the impact on payroll options, and offer insights into viable options ranging from QuickBooks Online to other software solutions li...