172 ⎸ Defining your Values in Life & Business with Corree Roofener

Hey ambitious bookkeepers!

In our latest episode of The Ambitious Bookkeeper Podcast, I had the pleasure of chatting with financial coach Corree Roofener about something we can all relate to—our values. Episode 172 is all about digging deep into what truly matters to us and how those beliefs shape our personal lives and businesses.

Listen here or on your favorite podcast player, or watch the video version on YouTube >>

Now let's dive into some highlights!

Nurturing Belief and Finding Zen

Corree and I dove into the role of belief in our lives. Whether you're drawn to the idea of a higher power, the universe, or just the incredible beauty of nature, nurturing that belief is essential for personal growth. I shared how I find my own moments of zen around water, whether it’s a serene lake or just a quiet shower.

Curiosity, Courage, and Checking In

We also explored the importance of curiosity and courage in our journeys. Corree had some great thoughts on being open and vulnerable, which is crucial for real growth. I can’t stress enough how important it is to regularly check in on your values, making sure you’re not just following what society deems important.

Intertwining Personal and Business Values

Running a business? Corree and I agree that our personal values are deeply connected to our business values. Aligning your financial management with what you truly care about can drive satisfaction and reduce stress. We also discussed how real wealth lies more in family time and joy than in just accumulating money.

Embracing Change and Consistency

We talked about how our values are not set in stone—they evolve over time. That’s why I believe in doing regular "value audits" to ensure we stay true to ourselves, both in life and business.

Championing Company Culture

In the workplace, I’ve seen firsthand the positive impact of clear company values. They make teamwork smoother and reduce workplace drama. Managing my accounting department with shared values at its core has made a big difference.

Dreaming Big with a Legacy in Mind

Corree shared her dream of setting up a family foundation for foster care, stemming from her personal experiences. It’s inspiring to see how dreaming big and trusting life’s uncertainties can lead to fulfilling ventures. Her upcoming free financial webinar is something I’d definitely recommend if you want to challenge your financial mindset.

Balancing Well-Being with Financial Independence

Corree and I wrapped up with a focus on well-being in all aspects of life. For me, "financial independence" isn't just a concept—it's about living a life aligned with your core values, across five key pillars: physical, mental, spiritual, relational, and financial well-being.

Tune In

So if you’re eager for some real talk on values and their impact, check out episode 172! Whether you're growing your bookkeeping business or just striving for authenticity in your life, this episode offers some valuable insights!

Connect with Corree

🌐 crfinancialfoundations.com

📱 IG: @correeroofenercoach

🎙️ Courage Coalition Podcast

Connect with The Ambitious Bookkeeper®

🌐 Website: ambitiousbookkeeper.com

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For experienced bookkeepers & accountants:

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