Handing Over the Reins Without Freaking Out

Now What? Life After Scaling.

Show Notes: Episode 9 – Now What? Life After Scaling Host: Sharrin Fuller, Founder of Glass Wallet Ventures Guest: Dr. Jackie Meyer, CPA, Founder of TaxPlanIQ Episode Summary: You’ve spent years hustling, scaling, and chasing those million-dollar milestones—but what happens after you hit them? Success doesn’t come with a roadmap, and for many entrepreneurs, the “now what?” moment can trigger a full-blown identity crisis. In this raw and insightful episode, Sharrin sits down with Dr. Jackie Meyer—a powerhouse CPA, SaaS founder, and business coach—to talk about the emotional, strategic, and operational shifts that come after growth. From reinventing yourself as a leader to finding fulfillment beyond the grind, this conversation will shake up how you think about your next chapter. Together, they unpack: * Why hitting big milestones can leave you feeling lost instead of accomplished * How to redefine success after the scale-up phase * The mental and emotional adjustments every founder faces post-growth * How Jackie transformed her firm and launched a SaaS company to add real client value * Why evolving as a leader is just as important as growing revenue Why You Should Listen: If you’ve ever wondered why the thrill of achievement fades—or what it really takes to thrive after scaling—this episode is your blueprint for building a business and a life you actually love. Favorite Quote: “Success doesn’t come with a roadmap—you have to create the next chapter yourself.” – Sharrin Fuller Mentioned in This Episode: * Dr. Jackie Meyer – TaxPlanIQ * Strategies for post-scale business growth and leadership evolution * Finding fulfillment beyond revenue and headcount

Build a Legacy, Not Just a Business

Show Notes: Episode 11 - Build a Legacy, Not Just a Business Host: Sharrin Fuller, Founder of Glass Wallet Ventures  Guest: Nancy McClelland, CPA & Founder of The Dancing Accountant Summary: Numbers are important, but your real legacy isn’t just about balance sheets and tax returns—it’s about the impact you leave behind. In this episode, Sharrin sits down with Nancy McClelland, famously known as The Dancing Accountant, to talk about creating a business that reflects your values, nurtures relationships, and makes a lasting mark on your clients and community. From rehoming clients who aren’t aligned, to weaving personal passions into your brand, Nancy shares her journey of turning accounting into a mission-driven career that’s as meaningful as it is profitable. Together, they unpack: * Why defining your “why” is the first step to building a legacy How aligning your business with your values creates long-term fulfillment * Why firing or “re-homing” misaligned clients is healthy for growth * The power of personal branding and bringing your full personality to your business * Practical steps to create meaningful client relationships that outlast the work itself * How to identify your ideal client and reshape your business to focus on them Why You Should Listen: If you’ve ever felt stuck in the grind, wondering if your business truly reflects who you are, this episode is a masterclass in realignment. Nancy proves that you can build a firm—or any business—that leaves a legacy, attracts your dream clients, and allows you to love what you do every day. Favorite Quote: "Go out to dinner with your best friend, ask them why they think you’re doing what you’re doing—then go do that." – Nancy McClelland Mentioned in This Episode: * The Dancing Accountant * Ask a CPA Membership Community MSN Column by Nancy McClelland * Upcoming podcast She Counts for women in accounting * “Ta-Da List” concept from Valerie Heckman

Fail. Learn. Win.

Show Notes: Episode 10 – Fail. Learn. Win. Host: Sharrin Fuller, Founder of Glass Wallet Ventures Guest: Dawn Brolin, CEO of Powerful Accounting & Author of The Designated Motivator for Accounting Professionals Episode Summary: Every entrepreneur has a failure story—but most only tell it after the comeback. In this episode, Sharrin gets real with Dawn Brolin about what it actually looks like to fail in business, own your mistakes, and use them as fuel for growth. From lawsuits and bad hires to financial setbacks and predatory loans, they break down the raw side of entrepreneurship—and how to recover stronger than ever. Dawn shares why failure isn’t a dead end, but a crash course in resilience, strategy, and self-leadership. Whether you’ve been knocked down once or a hundred times, this episode will remind you that forward is forward, no matter how messy the journey. Together, they unpack: * How to turn even the most painful business failures into lessons that pay off * Why having recovery strategies for setbacks is critical to long-term success * The importance of agreements, accountability, and cash flow in avoiding repeat mistakes * How to own your missteps without letting them define your worth * The mindset shift that transforms “failure” into your greatest growth tool Why You Should Listen: If you’ve ever thought about quitting after a tough business hit, this conversation will reignite your grit. Dawn’s honesty and humor make it clear that even the most successful entrepreneurs have been where you are—and that failure is just part of the path to scaling. Favorite Quote: "You’re only a failure if you stop trying." – Dawn Brolin Mentioned in This Episode: * Dawn Brolin – dawnbrolin.com * The Designated Motivator for Accounting Professionals (Available on Amazon) * Failure Analysis Worksheet (Handout to turn setbacks into actionable growth) * Lessons in client selection, agreements, and business resilience

Handing Over the Reins Without Freaking Out

Show Notes: Episode 9 – Let It Go: How to Stop Micromanaging and Start Scaling Host: Sharrin Fuller, Founder of Glass Wallet Ventures Guest: Deb Kilsheimer, Co-Owner of Behind the Scenes Financial and Co-Host of Bookkeepers on Fire Episode Summary: If you’ve ever said, “I can’t trust anyone to do it like I do,” this one’s for you. In this episode, Sharrin sits down with Deb Kilsheimer—a powerhouse firm owner with a two-person team pulling seven figures—to unpack the real reason you can’t scale: control. Together, they break down why letting go feels terrifying, how to stop being the bottleneck in your own business, and why “doing it all” isn’t a badge of honor—it’s a trap. From documenting processes to redefining leadership, this episode is your practical, no-BS guide to stepping back without the whole thing falling apart. Together, they unpack: * How to build a lean, high-revenue firm with a micro team * The real cost of micromanagement (spoiler: it’s everything) * What it actually means to delegate with confidence * Why systems, templates, and video SOPs are your freedom key * How to retain rockstar employees by ditching toxic control * The KPI system that makes performance (not hours) the metric Why You Should Listen: If your business depends on you to function, it’s not scalable. Sharrin and Deb share how they moved from 60+ hour weeks to running million-dollar firms in a few hours a week—without sacrificing quality, team culture, or profit. This is your permission to stop being the bottleneck and start being the boss. Favorite Quote: "Your people are not an expense on your P&L—they're an asset on your balance sheet." – Deb Kilsheimer Mentioned in This Episode: Deb Kilsheimer – Behind the Scenes Financial Bookkeepers on Fire Podcast ClientHub, Insightful, and process documentation tools KPI management systems for accounting firms Your Step Back Strategy handout – A Founder's Guide to Delegating Without Losing Control

Raise Your Rates, Keep Your Sanity

Show Notes: Episode 8 – Raise Your Rates, Keep Your Sanity Host: Sharrin Fuller, Founder of Glass Wallet Ventures   Guest: Michelle Weinstein, The Pitch Queen Episode Summary: If raising your prices makes your stomach flip—or you’re worried clients will ghost you the second you mention a higher rate—this episode is your game changer. Sharrin teams up with Michelle Weinstein, a.k.a. The Pitch Queen, to show you how to own your value and land high-ticket clients without feeling awkward, pushy, or salesy. From building confidence in your pricing to mastering the conversation that gets clients to say “yes,” this episode is packed with strategies that actually work. Together, they unpack: * How to confidently raise your rates without losing clients * Why your mindset around money directly impacts your ability to sell * Scripts and strategies for pitching high-ticket offers without feeling sleazy * Lessons from billion-dollar companies and Michelle’s experience on Shark Tank * Why selling is about serving — not chasing  Why You Should Listen: If you’ve been stuck undercharging and over-delivering, this conversation will help you break the cycle. Michelle’s no-BS approach will teach you how to communicate your value, attract the right clients, and finally get paid what you’re worth. Favorite Quote: “You can’t charge premium rates if you don’t believe in your own value first.” – Michelle Weinstein Mentioned in This Episode: Michelle Weinstein – The Pitch Queen Shark Tank Confidence and mindset tools for selling high-ticket services Client pitch strategies that feel authentic, not pushy