182 ⎸ The #1 Event to Attend this Year with Erin Pohan

networking Jan 14, 2025

Hey ambitious bookkeepers!

In this interview episode we've got the incredible Erin Pohan joining us to talk all about her journey in accounting, and to share some exciting news about WAVE, the must-attend event for women in accounting this year!

 

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


Now let's dive into some highlights!

Revisiting an "OG" of the Program

Erin is a long-time member of the Bookkeeping Business Accelerator program. Her journey from having one side client to leading a successful bookkeeping firm, UpKeeping, is truly motivational. Hosting her on the podcast reminded me of the growth and changes one can achieve with dedication and hard work.

The Power of the Right Ad

In our conversation, Erin mentioned that a targeted Facebook ad encouraged her to embrace entrepreneurship. It's a reminder of how impactful the right message can be when it reaches the right person, and the importance of effectively communicating and reaching your audience.

The Birth of WAVE: Filling the Event Void

Noticing the lack of local events on the West Coast, Erin has taken the initiative to create WAVE—a one-day live event in Seattle for women in accounting and finance. The response she's received so far is proof there's a genuine appetite for these opportunities to connect. So, if you're anywhere near Seattle, check it out before tickets are gone!

Event Planning: It's a Love-Hate Relationship

Let's just say Erin is the mastermind here. Event planning makes me stress out even thinking about it! But Erin thrives in this field and has managed to create something truly special. There's a mutual love for connection at events, though. We both agree it’s crucial to set intentions on relationship-building rather than just absorbing every strategy on offer.

"This or That" Game: Getting to Know Our Guest

I had a lot of fun introducing a new segment, our "This or That" game, with Erin playing the accounting edition! Her preferences spilled the tea: QuickBooks over Hubdoc, Google Sheets over Excel, and, like me, she cherishes a good in-person conference. Who would have known she prefers after-parties too?

A Community of Ambitious Women

An exciting tidbit from our chat was Erin’s dream of crafting an event focused solely on building genuine connections—no product pitches or aggressive networking. It's all about fostering community, and she's nailed it by capping attendance to 65 women. It’s the perfect recipe for meaningful interactions.

Your Next Move? Get Involved!

For those feeling the FOMO or eager to be part of this vibrant industry, Erin suggests jumping in, even creating your own events. There's plenty of room, and your unique perspective is valuable! Remember, we're cultivating a supportive community here.

So, what are you waiting for? Dive into Episode 182, soak up the inspiration, and who knows—you might find yourself planning the next big event or exploring new networking horizons. Until next time, keep those books balanced and ambitions high!

Cheers, Serena

Connect with Erin

💼 LinkedIn

🤝 WAVE: Women in Accounting & Finance Entrepreneurs & Visionaries event on May 22, 2025.


Connect with The Ambitious Bookkeeper®

🌐 Website: ambitiousbookkeeper.com

👩‍💻 Blog: ambitiousbookkeeper.com/blog

📱 Instagram: instagram.com/ambitiousbookkeeper

📱 Facebook: Facebook.com/serenashoupcpa

💼 LinkedIn: Linkedin.com/in/SerenaShoup


For experienced bookkeepers & accountants:

Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® >>

Grab my FREE Start your Bookkeeping Biz Checklist >>

Grab my FREE New Client Onboarding Templates >>

For new bookkeepers:

Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper >>

For online course creators:

Become a client at my firm, Of Course Financial >>


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