67: Why AI Won't Replace Your Team: Scaling New Heights 2026 Recap

67: Why AI Won't Replace Your Team: Scaling New Heights 2026 Recap

Send Beth a text! [https://www.buzzsprout.com/2320941/fan_mail/new] Scaling New Heights 2026: Tech Upgrades, Mindset Shifts, and Leading with Heart In this episode, I share a quick recap of my time at the Scaling New Heights conference in Orlando. I dive right into the sudden Intuit price hikes , why our firm successfully balances both QuickBooks Online and Xero , and what it was like stepping out of my comfort zone to present a 100-minute session. I also talk about the powerful final sessions on vulnerability in leadership and why next year's conference theme is exactly what our industry needs right now. Key topics * My honest thoughts on the QBO vs. Xero debate and handling Intuit’s massive new price increase * Why running a split firm works for us and how it helps clients save money * Facing the fear of public speaking and nailing a 100-minute presentation * The massive mindset shift required to move away from tracking billable hours * Quick hiring hacks to get applicants out of the apps and into real conversations * Why AI won't replace your team and a sneak peek at next year’s human-focused theme * The power of vulnerability in leadership and realizing you aren't alone on this journey * Planning for the future with Sarah and balancing big ideas with realistic processes

67: Coaching Takeaways: What Kim Has Taught Me

Send Beth a text! [https://www.buzzsprout.com/2320941/fan_mail/new] How Coaching Transformed My Business: My JourneyIn this episode, I share how my coach has been instrumental in my business growth and personal development over the past three years. I'll talk about celebrating wins, reframing setbacks, and bringing fun into work, while highlighting the tangible results of my coaching journey. Key topics: * The importance of having a dedicated business coach and the benefits I've seen over three years * Three major lessons I've learned: celebrating achievements, re-framing challenges, and prioritizing fun * The impact of coaching on my revenue growth, team development, and business scaling * How I navigated setbacks like losing a major client and making poor hiring decisions with coaching * Practical ways I'm incorporating fun and human connection into our remote work culture * The role of outside perspective in pacing my business growth and maintaining company culture * My upcoming plans, including a firm retreat and continued coaching partnership

65: I'm Back!: Update Episode

Send Beth a text! [https://www.buzzsprout.com/2320941/fan_mail/new] 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

64: Managing Stress During Tax Season

Send Beth a text! [https://www.buzzsprout.com/2320941/fan_mail/new] 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.

61: Interview with Matt Tait - Bonus Episode

Send Beth a text! [https://www.buzzsprout.com/2320941/fan_mail/new] 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!