Accounting with Confidence Podcast

Send Beth a text! 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 p...

Send Beth a text! 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...

Send Beth a text! 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 un...

Send Beth a text! 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 fee...

Send Beth a text! 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 overwh...

Send Beth a text! 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 Ge...

Send Beth a text! 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--- Send in a voice message: https://podcasters.spotify.com/pod/show/beth756/message

Send Beth a text! 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 r...

Send Beth a text! 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. We're going to c...

Send Beth a text! 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 c...

Send Beth a text! One of my personal and business values is to always be learning. Here is the first installment of "What I Learned This Month", where I will share the 3 things I learned in January: E-mail rules are amazing My first Zap  Progress Invoicing in QBO I know these things are not rocket science, but sometimes it's the little things that move you forward. https://www.accou...

Send Beth a text! 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...

Send Beth a text! 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 My Angry To-Do List My word for the year What I'm focusing on with my business this year Goals for the podcastthen listen up!https://www.accountingwithconfidence.com/blog/episo...

Send Beth a text! https://www.accountingwithconfidence.com/blog/Episode4 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...

Send Beth a text! 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: Constantly learning Scheduling some focused time Setting a goal of progres...

Send Beth a text! In this very first podcast episode, I reflect on my career in public accounting and the true lessons that each chapter has taught me: Time is not really money Culture has to start at the top Micromanaging is for managers, not leaders 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. https...

Send Beth a text! 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! https://www.accountingwithconfidence.com/blog/Episode3 --- Send in a voice message: https://podcasters.spot...

Send Beth a text! Welcome to the Accounting with Confidence podcast, a podcast for accounting, bookkeeping and CPA firm leaders looking for tactical and practical ways to love their firm and their life. I’m Beth Whitworth, your host, cheerleader, sounding board and sometimes tough-love giver, and I am here to help you build and grow your firm into a business that works for you, instead of you work...