Starting Fresh: Reflecting on Tax Seasons, Hobbies, and Growth 

In this episode, I share my journey of resilience, self-discovery, and continuous learning amidst the busy tax season cycle. I discuss my passion for podcasting, personal hobbies like competitive shooting, and plans for upcoming industry events. 

Key topics 

• My motivation for podcasting and its impact on my daily energy levels 
• Reflection on my 30th tax season and lessons learned from staffing challenges 
• My journey overcoming breast cancer and sharing my experiences to inspire others 
• Discovery of competitive shooting as a new skill and a mental reset 
• Planning and excitement for Scaling New Heights, including new speaking engagements 
• Appreciation for community support, fan mail, and networking opportunities 
• Emphasis on personal growth, embracing challenges regardless of age 

Join me in this episode as I dive into practical strategies to help accountants and tax professionals manage stress during the busiest time of the year. I emphasize the importance of maintaining personal routines like date nights, hobbies, and family dinners, and share tips on good nutrition and hydration. Discover how crucial sleep is, why you should aim for 8-9 hours, and how to avoid overworking. I'll also talk about the benefits of outdoor activities and exercise to boost energy and reduce stress. Learn how music playlists and scheduled breaks can help reset your focus, and why setting boundaries and avoiding over-scheduling is key. I also discuss identifying peak productivity times for maximum efficiency and the value of honest communication with clients about workload and deadlines. Remember, self-compassion and reaching out for support when overwhelmed is vital. Your well-being matters, and I'm here to remind you of that.

I was able to record an incredible episode with Matt Tate, co-founder of Decimal a couple of months ago. We dove into how Decimal is revolutionizing the back office for business owners, making accounting and tax prep a breeze. Matt shared his journey from being a recovering attorney to a serial entrepreneur, and how Decimal is now franchising to help others start their own firms. We talked about the importance of relationships over transactions, and how living your business values can create a thriving remote culture. Plus, Matt dropped a big announcement about launching three new firms! It was a conversation full of insights and inspiration, and I can't wait for you to hear it. Tune in to learn how you can build a business and life you love!

Join me in this episode as I dive into the world of referral networks for accountants. Discover how my personal experiences and insights have shown that referrals are key to keeping a full sales pipeline. I'll share strategies for building strong relationships with referral sources like financial advisors and community groups, and how these connections can drive significant business growth. Plus, learn why it's essential to prioritize referred clients and maintain clear communication about the services you offer. Don't miss out on these valuable tips for boosting your accounting business!

In this eye-opening episode, I share my 30 years of experience in public accounting to guide you through the often-overlooked pitfalls of changing CPAs, especially in a tightening industry. I discuss the alarming decline in new accountants entering the field and the rising wave of retiring firms, which means more clients are left high and dry just before tax season hits. Whether your current CPA has closed shop, ghosted you, or you're simply seeking a better fit, I uncover what to look for in a new accountant to ensure your financial health isn't left to chance.

This episode is perfect for business owners, entrepreneurs, and individuals feeling the squeeze of a shrinking industry and seeking clarity in chaos. If you've ever wondered how to pick the right accountant in today's shifting landscape, this episode is your essential guide to making smarter, more confident financial decisions.

Don’t suffer in silence — your ideal CPA may be just a conversation away.

Happy Birthday to Accounting with Confidence: The Podcast! This passion project started 3 years ago and has been one of the most energizing and rewarding things I've ever done.

In this episode, I reflect on the three-year anniversary of the podcast, discussing the challenges and joys of podcasting, especially during the holiday season. I share personal insights on managing holiday stress, the importance of self-care, and the joy of gift-giving. Keeping it real, I talk about managing the overwhelm and realizing that it's okay to have feelings even when others are going through much more significant things in their lives. 

Please give me feedback on future podcast topics by sending me a text from the link up there ☝️ or send me an email or DM! I'd love to hear from you as I'm putting together my plans for 2026!

Merry Christmas!

In this episode, I guide you through the essentials of creating a budget for your business as we enter planning season. From understanding the importance of revenue forecasting to setting up expense guardrails, I provide valuable tips on navigating the budgeting process. I explain why budgeting is critical, how to approach it, and the impact it can have on your overall strategic planning. Plus, exciting news about the merger of my podcast and accounting firm under the same motivating name, Accounting with Confidence.

Link to our new website: https://www.accountingwithconfidence.com/

In this episode, I report live from Summit 2025. With sessions running deep into strengths, weaknesses, aspirations, and goals, I discuss the motivational aspects and the emotional vulnerabilities brought out by this intense event. The importance of setting out-of-comfort-zone goals, converting aspirations to SMART goals, and the essential role of peer support in personal and professional growth are highlighted. I also reflect on my challenges with self-doubt and negative self-talk, emphasizing the power of community and support to overcome such obstacles. The episode wraps up with a look towards integrating these learnings back into my business.

In this episode, I discuss the importance of celebrating progress over striving for perfection. I talk about the challenges of balancing productivity with the desire for perfection and emphasize how recognizing and celebrating small achievements can lead to greater overall success. Additionally, I convey the firm’s mission, values, and rebranding efforts, stressing the importance of authenticity and continuous improvement. Tune in for a quick confidence booster and some practical advice on navigating your business goals.

In this episode, I share key insights from my experiences in the third quarter of 2025. I discuss the major impacts of the One Big Beautiful Bill Act on tax planning and preparation, emphasizing the importance of staying updated and proactive. I also delve into the challenges and strategies of effective delegation, including my journey to hiring an executive assistant. Lastly, I reflect on the benefits of building a business that operates smoothly in my absence, highlighting the value of trust, standardized processes, and setting client expectations. Join me as I navigate these significant lessons and prepare for the upcoming quarter.

Pedal the Cause: https://www.givesignup.org/cancercuringcar

Breaking Down the Big Beautiful Bill Part 1 for Businesses: https://www.buzzsprout.com/2320941/episodes/17660799

Breaking Down the Big Beautiful Bill Part 2 for Individual Taxpayers: https://www.buzzsprout.com/2320941/episodes/17697587

In this episode, I open up about a recent bout with imposter syndrome and how it affected my confidence as a business owner. I'll share the highs and lows, including moments of feeling like a fraud and the encouraging shifts that helped me regain perspective. Listen in as I explore the importance of changing our inner dialogue, the role of supportive communities, and the incremental successes that remind us of our progress. This episode is a heartfelt reminder that we are not alone in our struggles and underscores the value of having mentors and coaches to guide us through challenging times.

In this episode, I share my busy end-of-summer experiences and the importance of embracing life’s opportunities. Inspired by my supportive husband and overcoming the challenges of participating in male-dominated sports, I emphasize the need to take action and not let fear or societal expectations hold you back. My personal journey, including a cancer diagnosis, has taught me to seize the moment and do what brings joy and fulfillment. I encourage listeners to stop waiting and start doing the things they’ve been putting off, whether it’s a trip, a new hobby, or simply something that makes you happy. Your time is now, so just do it.

In this episode, I discuss the importance of realigning your client base to ensure your business continues to grow and thrive. While on a girl's trip in Northern Georgia’s Blue Ridge Mountains, I share my experiences with managing client relationships, including the challenges of letting go of clients who no longer fit your services, handling difficult conversations, and the necessity of re-evaluating client fit regularly. I also talk about lessons learned over the years, such as trusting your gut instinct, setting clear boundaries, and maintaining a streamlined client onboarding process. My journey illustrates that reevaluating client relationships is essential for sustaining a successful business. Finally, I invite listeners to share their own experiences and challenges with managing client relationships.

In this episode, I discuss the importance of shifting the accounting industry from a transactional focus to a relationship-based approach. By understanding the 'why' and 'how' behind business activities, accountants can add more value to their clients, helping them navigate both personal and professional challenges more effectively. I share my journey, the importance of core values, and practical steps on how firms can build stronger, more empathetic relationships with their clients. This episode is a call to move beyond traditional transactional services and embrace a more holistic, human-centered approach to accounting.

In this episode, I take you on a personal journey to the SCCA Solo Nationals, where I participate in autocross racing alongside my family. I share my experiences, challenges, and the thrill of competing, everything from tire changes to racing in unpredictable weather. I reflect on the highs and lows of the event, the joy of spending quality time with my daughter, and the personal satisfaction of competing against myself. Join me for a behind-the-scenes look at my passion for racing and how it intersects with my life as an accountant, business owner, and coach.

SCCA YouTube Short: https://youtube.com/shorts/9VxEu0gjE7s?feature=shared

SCCA Facebook Reel: https://www.facebook.com/share/r/17CKZXy9ME/

SCCA Instagram Post: https://www.instagram.com/p/DN0v2s6ZkIz/?utm_source=ig_web_copy_link&igsh=MzRlODBiNWFlZA==

In this episode, I celebrate reaching episode 50 and share the journey of building a business I love. I revisit the goals set for 2025, including implementing a comprehensive marketing plan and standardizing processes within the firm. I discuss the challenges and progress made towards these goals, reflecting on the importance of delegation and consistency. Additionally, I provide updates on personal life, such as racing events and quilt projects, emphasizing the significance of maintaining a work-life balance. Join me as I outline future plans and encourage listeners to stay connected and engaged.

In this episode, I share three of my favorite tools that I use daily to enhance my productivity and organization. I discuss the Full Focus Planner, a game-changing tool from Michael Hyatt for managing time and setting goals; the Remarkable, an electronic note-taking device that helps keep my notes organized and easily accessible; and the Sidetrack, a portable monitor extender for my laptop that significantly boosts my efficiency, especially when I'm on the go. Tune in to learn how these tools can help you streamline your workflow and build a business you love.

Full Focus Planner: https://fullfocusstore.com/pages/planner
Free to Focus by Michael Hyatt: https://fullfocusstore.com/products/free-to-focus
Remarkable: https://remarkable.com/
SideTrak: https://www.amazon.com/stores/SideTrak/page/BB06159F-1F7B-43CE-B6E1-CB901C43BE38?is_byline_deeplink=true&deeplink=76F8035F-842E-43E1-BDA9-2CD1908F9721&redirect_store_id=BB06159F-1F7B-43CE-B6E1-CB901C43BE38&lp_asin=B092W7Y8XT&ref_=cm_sw_r_ud_ast_store_MA1KYSE44RJS95QAPB9T

In this episode, I discuss the significant changes in tax legislation following the newly passed bill. I provide an overview of updates that impact individuals, including the extension and modification of provisions from the Tax Cuts and Jobs Act of 2017. Key topics include standard deductions, personal exemptions, child tax credits, mortgage interest deductions, and tips and overtime tax breaks. I also highlight additional changes such as charitable contribution deductions, enhanced deductions for seniors, and itemized deductions for automobile interest. Finally, I provide advice on how to navigate these updates, the importance of consulting credible sources, and what to expect moving forward.

In this episode, I share Part 1 of my review of the recent tax legislation passed by Congress. The One Big Beautiful Bill Act (OBBBA), passed in early July, is the biggest tax legislation since the pandemic.

In Part 1, I break down the biggest items impacting Small Businesses including: bonus depreciation, the extension and permanence of the QBI deduction, overtime and tip changes, charitable contribution changes for corporations, and the change in the 1099 reporting requirements starting in 2026.

This high level review should give you talking points to take back to your tax preparer before year end to make sure your tax plan encompasses any changes.

OBBBA Text: https://www.congress.gov/bill/119th-congress/house-bill/1/text

In this episode I discuss the controversial topic of time tracking in accounting firms. Drawing from my years of experience, I challenge the industry standard of tracking time by client and argue for a focus on outcomes rather than hours. I share my journey from time tracking to adopting value-based billing, and how this shift has improved efficiency and profitability in my firm. I also address common concerns from peers and provide insights on managing team workload without time tracking. Join me as I advocate for breaking away from outdated practices and embracing a more purposeful, client-focused approach in the accounting industry.

In this episode, I share my journey of integrating the proposal and payment acceptance platform, Ignition, into my CPA firm. I discuss the numerous challenges I faced with the old system, which involved using Microsoft Word, Excel, Adobe, QuickBooks, and various other platforms to manage proposals, agreements, and billing. The cumbersome and disjointed process often led to procrastination and inefficiencies. However, after adopting Ignition in 2021, I was able to streamline these operations, making billing and renewals much more efficient and professional. Ignition enabled me to create templates, automate payments, and manage renewals with ease, ultimately saving significant time and allowing my firm to grow faster. If you're struggling with similar issues in your accounting practice, implementing a system like Ignition could be a game-changer.

Ignition: https://get.practiceignition.com/bethwhitworth5357

In this episode I  share my experiences managing and leading a remote team. I discuss the evolution of my firm from an in-person to a fully remote team, the challenges we faced, and the strategies we implemented to overcome them. Key topics include the importance of clear communication channels, leveraging technology, and maintaining personal connections with team members. I also reflect on the benefits of remote work, such as increased productivity and flexible work hours, while providing insights and practical advice for those considering or struggling with remote team management.

In this episode, I discuss the challenges of deciding who to hire next to help move your business forward. Drawing inspiration from Theresa Lowe’s teachings, I share two key strategies: creating an org chart based on roles and responsibilities, and conducting a detailed time audit to see where my time is spent. These steps helped me identify the 'domino person' I needed to hire to relieve stress and optimize efficiency. Join me as I walk you through these techniques and provide valuable insights from my own experience.

Streamlined And Scaled Podcast with Theresa Loe: https://open.spotify.com/show/59klpQLdrc8BW3S0gQVMf3

Jasmine Star/Theresa Loe: https://www.youtube.com/watch?v=8ChS3HL64f8

Responsibilities Chart (example): https://www.canva.com/design/DAGs4mRJqoU/Vzlib9rNi7tUMFsIoUviGA/view?utm_content=DAGs4mRJqoU&utm_campaign=designshare&utm_medium=link&utm_source=publishsharelink&mode=preview

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's strategic planning and why it's important to find your tribe in the accounting industry.

Geni Whitehouse, CPA.CITP: https://geniwhitehouse.com/
Chaunte' Lowe O.L.Y. : https://www.chauntelowespeaks.com/
David Allen: https://gettingthingsdone.com/
Brittany Brown,CEO, Founder, and Chief Accountant: https://ledgergurus.com/about/
Michelle Mitchell, Owner, Financial Strategist & Business Advisor: https://mitchellconsultingservice.com/

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/

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

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.

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

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

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.

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.

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.

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 solutions such as Xero and Accounting Suite, and emphasize the importance of planning your transition early to avoid disruptions. If you're facing the end-of-life for your QuickBooks Desktop product, I provide actionable steps to prepare for the inevitable switch. Stay tuned for updates and feel free to reach out with any questions.

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. 

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, StrengthsFinder, and Enneagram, and share my insights on how they can benefit both personal and professional growth. Tune in for an engaging and educational discussion designed to boost your confidence in your business journey.

Kolbe A: https://www.kolbe.com/kolbe-a-index/

DISC: https://discpersonalitytesting.com/free-disc-test/

Myers Briggs: https://www.humanmetrics.com/personality/test

6 Types of Working Geniuses: https://www.workinggenius.com/

Predictable Success: https://predictablesuccess.com/vops-styles-quiz/

Enneagram: https://www.truity.com/test/enneagram-personality-test

My results:

Kolbe A: Fact Finder=6, Follow Thru=4, Quick Start=7, Implementor=3

DISC: High D

Myers Briggs: ENTJ

6 Types: Genius=D I Competency= G T Frustration= E W

Predictable Success: V=660 S=180 O=30 P=90

Enneagram: 6wing5

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.

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 business, relationships, and personal skills. I encourage listeners to think about their own guiding word for the year and share my thoughts on planning and commitment. 

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. Additionally, I touch on personal goals like advancing my quilting projects and training our new dog. Join me in setting and achieving your own goals for the new year!

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 benefits of attending such events, and how a coach has transformed my business. Whether you're a solo practitioner or part of a team, discover actionable tips to help you set and achieve your business goals.

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 learn how I navigate the challenges of owning and operating a business while managing anxiety.

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 for proposals and payments, I provide detailed insights into each product's role and benefits. Additionally, I touch on our transition to cloud-based solutions and alternative software options like Xero, ensuring you have the information to enhance your own business operations.

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 tech-savvy candidates. From sharing your company culture in job postings to implementing hidden skills tests, I outline how to identify the right applicants. I also stress the importance of honesty and clarity in job descriptions and the necessity of starting the hiring process well before busy seasons. Tune in for an in-depth look at making smart hires that fit your business needs.

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, coaches, or accountability partners. Learn how to review your current plan, understand why certain goals may have been missed, and set achievable targets for the future. Whether you're an accounting firm owner or running another type of business, my advice will help you navigate the complexities of strategic planning and grow with confidence.

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 work together to set targets and make the journey to achieving your goals smoother and more rewarding.

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 2025, the lessons learned from a marketing audit, and my plans to integrate the podcast with my accounting practice. I emphasize the importance of consistency, focusing on what makes my business unique, and leveraging my passion to create effective marketing messages. I also share my commitment to setting focused time for marketing tasks and embracing progress over perfection. Join me as I navigate the challenges and excitement of enhancing my marketing approach.

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 me to new limits. I also issue a personal challenge for you to try something new, whether it's attending an event, starting a conversation with a stranger, or attempting a new activity. This episode marks my first foray into recording on video, and I reflect on the experience and just getting it done, not perfect. 

00:00 Introduction to Beth Whitworth

00:41 Stepping Out of the Comfort Zone

00:45 Launching the Video Podcast

01:21 Facing New Challenges

02:27 Joining the Growth Group

03:54 Attending the Influencers Conference

04:55 Breaking the Ice: Belonging in the Room

05:19 Turning the Corner: Embracing the Experience

05:48 Stepping Out: Comfort Zone Challenges

06:09 Getting on Video: Overcoming Hesitations

06:37 Chamber of Commerce: Applying the Lessons

07:30 Connecting and Growing: Networking Wins

08:02 Presentation Prep: Facing Vulnerabilities

08:48 Challenge to You: Stepping Out of Your Comfort Zone

09:22 Final Thoughts and Encouragement

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 answering the phone transformed my business and personal well-being. I'll also dive into how these changes supported me through a challenging health diagnosis and allowed my practice to thrive in my absence. Tune in to discover how setting professional boundaries can lead to a more fulfilling and successful business life.

00:00 Introduction to Beth Whitworth

00:36 The Struggles of Overworking

05:15 Setting Professional Boundaries

06:11 Calendar Blocking: A Game Changer

15:07 Implementing a Calendar App

22:33 Stop Answering the Phone

30:16 The Importance of Boundaries

30:59 A Personal Story of Resilience

34:49 Conclusion and Final Thoughts

37:02 Outro and Call to Action

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 like Xero, Accounting Suite, and NetSuite. I emphasize the importance of preparing for these changes to avoid disruptions in your business operations.

00:00 Introduction to Beth Whitworth and the Episode

00:36 The Future of QuickBooks Desktop

01:15 QuickBooks Desktop Alternatives

02:12 QuickBooks Desktop Market Share and Growth

05:11 Transitioning to QuickBooks Online or Other Platforms

15:24 QuickBooks Online Pricing and Features

20:23 Payroll Solutions and Recommendations

27:31 Exploring Alternatives to QuickBooks

33:44 Conclusion and Final Thoughts

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 platforms, as well as her encounters with influential speakers like Michio Kaku and Kelly Pope. Beth also highlights the importance of networking, the value of industry-specific conferences, and how they can rejuvenate one's passion for the business. Tune in to gain valuable insights and practical advice from Beth's journey through this transformative event.

00:00 Introduction to Beth Whitworth
00:31 Overview of the Scaling New Heights Conference
01:32 Day Zero: Pre-Conference Planning
04:35 Day One: Conference Kickoff and Key Takeaways
08:09 Day Two: Sessions and Vendor Interactions
13:51 Day Three: Technical Training and Networking
19:15 Final Day: Inspirational Talks and Reflections
26:11 Conclusion and Final Thoughts

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 the significant time savings and improvements in workflow and client communication, as well as some challenges faced during the setup. Tune in to learn how streamlining processes can enhance your business operations.

00:00 Introduction to Beth Whitworth
00:35 The Need for New Project Management Software
01:57 Choosing and Implementing Canopy
03:46 Replacing Old Systems with Canopy
07:52 Streamlining Workflows and Communication
18:43 Challenges and Drawbacks of Canopy
25:54 Final Thoughts and Recommendations
26:42 Conclusion and Contact Information

https://referrals.getcanopy.com/l/1BETHWHITWO89/

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 uncover potential red flags, and implementing a structured approach that has streamlined her business operations. Beth also discusses tools like Canopy and Ignition that have revolutionized her task management and proposal systems. Tune in to learn how to make your accounting practice more efficient and build stronger client relationships.

00:00 Introduction to Beth Whitworth
01:07 The Importance of Sales Discovery Calls
04:08 Why Vetting Prospective Clients Matters
08:41 Our Discovery Call Process
16:22 Conducting Effective Discovery Calls
24:32 Creating and Managing Proposals
29:55 Onboarding New Clients
33:32 Conclusion and Final Thoughts

Affiliate links to Ignition and Canopy:
https://get.practiceignition.com/bethwhitworth5357
https://referrals.getcanopy.com/l/1BETHWHITWO89/

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 feel desperate when making a decision. She also highlights the value of identifying the most crucial hiring need for the business and shares her learnings from a course by Teresa Loe on building and hiring for teams.

Theresa Loe's podcast episodes: https://www.theresaloe.com/podcast-new/

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 overwhelm doesn't have to last forever. In fact, it only lasts as long as I let it.

In addition I talk about the practice management software that we are currently implementing and as promised, I searched out an affiliate link https://referrals.getcanopy.com/l/1BETHWHITWO89/. I'm in love with this application and can't wait to share more about how it elevates our firm.

• Tax planning and getting those meetings scheduled now for later in the year
• Getting ahead of continuing education and not leaving it all to the busy 4th quarter
• Dusting off that "after tax-season debrief" and start working on those items to make your next season better than your last

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 relevant and NOT boring.

From managing awkward moments to fangirling over a CPA I only knew through social media, the experiences were worth the long days.

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 call this season 2 and just continue where we left off!

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 clients that aren't a good fit.

4) Being willing to accept a no on any given proposal without any emotional turmoil

Learn some key phrases to let people down gently and build a referral network you trust and you can gain confidence in the word No, too!

https://www.accountingwithconfidence.com/blog/episode8

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:

1. E-mail rules are amazing
2. My first Zap 
3. 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.accountingwithconfidence.com/blog/episode7

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 Team scores
• How I score
• Why the assessment can help build a better firm

https://www.accountingwithconfidence.com/blog/episode6

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 keep you focused when things start to go sideways

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:

1. Constantly learning
2. Scheduling some focused time
3. Setting a goal of progress not perfection

https://www.accountingwithconfidence.com/blog/Episode2

In this very first podcast episode, I reflect on my career in public accounting and the true lessons that each chapter has taught me:

1. Time is not really money
2. Culture has to start at the top
3. Micromanaging is for managers, not leaders
4. 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://www.accountingwithconfidence.com/blog/Episode1

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

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 working for it.

As an introverted, nerdy teenager, I knew that I wanted to be a CPA and own my own business - I even wrote those words in my senior memory book as 5 and 10 year goals!

While I didn’t hit that exact timeline, I did achieve those goals. I’ve now been an owner of a CPA firm in St. Louis, Missouri for over 20 years and finally feel like I have built a firm that I love!

Weekly I’m going to share with you the good, the bad, the ugly and the excellent of starting, scaling and leading an accounting firm in the modern day. Whether you are just starting out or are years into your journey, my hope is that you can avoid some of the things that derailed me or at least recover from them faster than I did.

Join me each week to hear what has succeeded and what has failed. I will help you with Systems, Skills, Team and Tech as well as the Mindset shifts you may need to make to get what you want. By bringing you step-by-step guidance, hot seat interviews with your peers and advice and best practices from industry leaders, you will have the tools and the support to move your practice forward.

I’m so excited to have you join me on this journey to Accounting with Confidence!