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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.

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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 practical tips and insights drawn from my years of attending professional events.

Scaling New Heights: https://www.woodard.com/scaling-new-heights-2025

Summit: https://www.woodard.com/about-summit-2025

Conference Goal Setting Template: https://www.canva.com/design/DAGplrDGY0g/NDgCFWK0kfAfjwD7ZwAcAQ/view?utm_content=DAGplrDGY0g&utm_campaign=designshare&utm_medium=link&utm_source=publishsharelink&mode=preview

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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 environment. I'll share how I plan my week using the Full Focus Planner, prioritize my health and wellness, and maintain productivity while enjoying my personal passions. Join me as I walk you through my typical day, from morning dog walks to evening workouts, and learn how you too can manage your business effectively from home.

Full Focus Planner: https://fullfocusstore.com/

Free to Focus: A Total Productivity System to Achieve More by Doing Less: https://fullfocusstore.com/products/free-to-focus

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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 client service and more efficient hiring practices. I'll also share insights on how this model can appeal to young professionals and those with family commitments, making it an attractive option in the accounting industry and potentially other service-related fields. Tune in to learn how you, too, can build a business you love by adopting innovative employment strategies.

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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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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 share personal anecdotes, including the emotional difficulty of a staffing change and the importance of maintaining healthy work-life boundaries. Overall, the season was productive, with minimal overtime and the successful early completion of tax filings.