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Episode 126: Which program is right for me?

Nov 28, 2023

Have a question you want answered on the podcast? CLICK HERE TO SEND IT IN!


In this episode, I’m giving a summary of all of our current self-paced paid programs, mini courses, and workshops to help you make a decision, or maybe showcase...

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Episode 125: Borrowed Confidence with David Richter

Nov 21, 2023

In this interview episode, I chat with David Richter - owner of Simple CFO, a fractional CFO firm, and author of Profit First for Real Estate Investing. We talk about profit-first, offering CFO services, and creating a business you love.

In this...
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Episode 124: Mindfulness Hacks for Accountants with Vimal Bava

Nov 14, 2023

In this interview episode, I chat with Vimal Bava, a CPA and stress management coach. He shares his personal journey of experiencing burnout and stress in the accounting profession and how he found comfort in mindfulness and meditation practices.

...
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Episode 123: Are you Ready for Year End?

Nov 07, 2023

Feelin’ a little worried/nervous about year end? Well, in this episode I’m sharing what we do for all of our clients at year end!

In this episode you’ll hear:
  • 3 things we provide ALL of our clients at year end
  • When to start and...
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Episode 122: Mastering your Inner Dialogue for Success and Happiness with Sharon Hefetz

Oct 31, 2023

In this interview episode, I have special guest Sharon Hefetz on to talk about the power of our words, inner dialogue, and intentions behind success.

In this episode you’ll hear:
  • survival mode vs creative mode
  • inner dialogue & self talk...
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Episode 121: Replacing your corporate benefits with Karrisa Martino

Oct 24, 2023

How do you handle replacing those cushy corporate benefits you’ll lose when you leave your corporate job and strike out on your own?

In today's episode, I’m chatting with a benefits expert who specializes in setting up...

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Episode 120: [STRATEGY] Events, Team Training, & Automations with Becky Hesson

Oct 17, 2023

This week we’re airing another 1-1 strategy session with one of my students, Becky Hesson, founder of ANJUDI3!

In this episode you’ll hear:
  • hiring and team training strategies
  • efficient strategies for email marketing
  • tips on managing...
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Episode 119: [NICHE] Accounting for Winemakers with Zane Stevens

Oct 10, 2023

In this NICHE series episode, I chat with Zane Stevens, a Director of Protea Financial. We delve into the challenges and opportunities that winemakers face when it comes to financial management and strategic decision-making.

In this episode...
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Episode 118: Mastering SEO with Kristen Corey

Oct 04, 2023

In this interview episode, I chat with Kristen Corey, a marketing savvy accountant who has a wealth of knowledge in the world of SEO and content creation. So grab a pen and get ready to take some notes!!

In this episode you’ll hear:
  • ...
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Episode 117: [SYSTEMS] Scrutinize with John Rea

Sep 26, 2023

In this SYSTEMS episode, I chat with John Rea - creator and founder of Scrutinize, an automated bookkeeping file review tool designed to assist bookkeepers in three main areas: evaluating inherited books, conducting monthly reviews, and performing...

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