62: Finding the Right CPA for YOU

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!

63: The Power of Referral Networks

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

62: Finding the Right CPA for YOU

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