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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 and advanced reporting tools. Whether you're considering moving away from QuickBooks or just looking for a more economical solution, this episode provides valuable insights and practical advice.

Xero: https://www.xero.com/us/
Patriot: https://www.patriotsoftware.com/
Melio: https://meliopayments.com/
TechSoup: https://www.techsoup.org/

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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 specific business areas—and provide insights on how to find the right coach for your needs. I emphasize the importance of being ready and open to coaching and how a timely email and joining group coaching with Woodard significantly turned my business around. Through anecdotes, practical tips, and recommendations of reputable coaching organizations and programs, this episode aims to guide and inspire those navigating the challenges of building a business while seeking growth and fulfillment.

Woodard: https://www.woodard.com/practice-coaching
Michael Hyatt/Full Focus Coaching: https://fullfocus.co/coaching
Maxwell Leadership: https://www.johnmaxwell.co/corporate-leadership-training
Les McKeown: https://predictablesuccess.com/growth-coach-les-mckeown
Gino Wickman/EOS: https://www.eosworldwide.com/resources
Mike Michalowicz/Profit First: https://mikemichalowicz.com/books; https://mikemichalowicz.com/masterminds
Jack Stack/Open-Book Management: https://www.greatgame.com/coaching

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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, communicating with the team, and finding grounding activities such as exercise. I aim to help listeners navigate the challenges of running a business while maintaining mental and physical health.