Send us a text In this episode, I provide an in-depth recap of my experience at the Scaling New Heights conference in Orlando. From attending inspirational sessions and networking with other professionals to sharing personal anecdotes and obtaining awards, this four-day event was transformative for both my business and personal growth. Listen in to hear how the conference helped shape our firm's strategic planning and why it's important to find your tribe in the accounting industry. Geni Whiteho...
Jul 09, 2025•29 min•Season 2Ep. 42
Send us a text In this episode of Accounting with Confidence, I share our journey of adding an alternative to QuickBooks Desktop and QuickBooks Online to Xero, a cloud-based accounting solution. Discover the benefits and challenges we faced, the reasons behind our decision, and how Xero has streamlined our processes. Learn about the key features of Xero, including their integration with payroll and advanced reporting tools. Whether you're considering moving away from QuickBooks or just looking f...
Jul 02, 2025•25 min•Season 2Ep. 41
Send us a text In this episode of Accounting With Confidence, I share my personal journey and experiences with coaching in the accounting industry. From the initial reluctance and skepticism to the transformative impact, I delve into why having a coach has been pivotal in my professional growth and business success. I discuss the various types of coaching available—group, individual, and specific business areas—and provide insights on how to find the right coach for your needs. I emphasize the i...
Jun 25, 2025•30 min•Season 2Ep. 40
Send us a text In this episode I share my personal journey and strategies for managing overwhelm in a busy CPA firm. From early career experiences to current stresses, I discuss my signs of overwhelm, including disrupted sleep, lack of focus, and forgetfulness. I outline practical tips like stepping back to identify what's causing the stress, doing a brain dump, prioritizing tasks, communicating with the team, and finding grounding activities such as exercise. I aim to help listeners navigate th...
Jun 18, 2025•23 min•Season 2Ep. 39
Send us a text In this episode of I share valuable advice on preparing for conferences. From setting clear goals to packing essential items, I cover everything you need to know for a successful and enjoyable experience. Learn how to manage your energy, stay focused, and make meaningful connections, all while navigating the potential stresses and challenges of conference season. Tune in for practical tips and insights drawn from my years of attending professional events. Scaling New Heights: http...
Jun 11, 2025•35 min•Season 2Ep. 38
Send us a text This episode is a confidence booster designed to give you an exclusive behind-the-scenes look at my daily routine as a public accountant and business owner. I've been in the industry for 29 years, and my work-life balance has morphed significantly, especially since the pandemic. Now, my team and I operate 100% remotely, providing flexibility and a more casual work environment. I'll share how I plan my week using the Full Focus Planner, prioritize my health and wellness, and mainta...
Jun 04, 2025•17 min•Season 2Ep. 37
Send us a text In this episode of Accounting with Confidence, I delve into the unique and effective employment model I've developed for my firm—permanent part-time positions. I discuss the journey that led me to embrace this model, including the challenges and lessons learned along the way. Hear about the significant advantages, from reduced stress and better work-life balance to superior client service and more efficient hiring practices. I'll also share insights on how this model can appeal to...
May 28, 2025•30 min•Season 2Ep. 36
Send us a text In this episode I share my journey and passion for transforming the traditional CPA firm model. I discuss my motivations for wanting to be available for my family and empowering my employees, while still providing excellent client service. I delve into the challenges of the old school model, which emphasizes billable hours, mandatory overtime, and a rigid hierarchical structure that negatively impacts not only accountants but also their families and clients. I explain the gradual ...
May 21, 2025•41 min•Season 2Ep. 35
Send us a text In this episode I recap the latest tax season, detailing both the challenges and successes experienced. This year marked our transition to a fully remote team, including the addition of a new remote administrative assistant. Despite initial concerns, we successfully navigated remote work logistics, streamlined our workflow, and introduced a subscription model for clients. I also share personal anecdotes, including the emotional difficulty of a staffing change and the importance of...
May 14, 2025•26 min•Season 2Ep. 34
Send us a text In this episode I discuss the significant changes happening in the Intuit QuickBooks software landscape, focusing on the shift from QuickBooks Desktop to subscription-based models like QuickBooks Online. I cover the challenges and limitations of QuickBooks Online, especially for businesses with specialized needs like inventory and payroll management. I also explore alternative solutions such as Xero and Accounting Suite, and emphasize the importance of planning your transition ear...
Apr 03, 2025•25 min•Season 2Ep. 33
Send us a text In this episode I provide a brief update on our current status with less than a month left in tax season. I discuss the benefits and challenges of transitioning to a 100% remote team, the positive impact of our practice management software, Canopy, and the success of our subscription billing model. Additionally, I share advice on hiring management support and optimizing processes....
Mar 26, 2025•17 min•Season 2Ep. 32
Send us a text In this Confidence Booster episode of Accounting with Confidence, I dive into the world of personality assessments. I discuss the value of these assessments in improving communication, hiring to complement weaknesses, and fostering better teamwork. I detail various popular assessments, including Kolbe A, DISC, Myers Briggs, Six Working Geniuses, Predictable Success, StrengthsFinder, and Enneagram, and share my insights on how they can benefit both personal and professional growth....
Feb 18, 2025•17 min•Season 2Ep. 31
Send us a text In this episode, I share my comprehensive insights on building an ideal culture within a business, particularly an accounting firm. Drawing from my extensive experiences, I discuss the importance of defining what you want from your team and what you don't, creating clear company values, and setting non-negotiables. I emphasize the essence of leadership, honesty, and vulnerability in establishing a supportive and productive workplace. Through personal anecdotes, including overcomin...
Jan 25, 2025•33 min•Season 2Ep. 30
Send us a text In this Confidence Booster episode of Accounting with Confidence, I discuss the significance of New Year's resolutions and setting meaningful goals. I reflect on my personal experiences with resolutions, explaining my shift from traditional resolutions to setting a guiding word for the year. For 2025, I have chosen the word 'Grow,' emphasizing my desire to grow my business, relationships, and personal skills. I encourage listeners to think about their own guiding word for the year...
Jan 04, 2025•7 min•Season 2Ep. 29
Send us a text In this episode I share insights to help you build a business you love. I discuss the importance of planning, even admitting that I missed my typical October planning due to a busy schedule. I reveal my two main goals for 2025: implementing a thorough marketing plan to achieve a 15% revenue increase, and standardizing processes to streamline operations and improve efficiency. Additionally, I touch on personal goals like advancing my quilting projects and training our new dog. Join...
Dec 27, 2024•28 min•Season 2Ep. 28
Send us a text In this episode of Accounting with Confidence, I'm sharing my journey and insights on the importance of strategic planning for your firm. From my early days as a partner with no formal plan, through the ups and downs of partnerships, to finally finding a structured approach that works. I'll also fill you in on my experience at the Woodard Summit event in Texas, the benefits of attending such events, and how a coach has transformed my business. Whether you're a solo practitioner or...
Dec 19, 2024•33 min•Season 2Ep. 27
Send us a text In this Confidence Booster episode, I share my personal experiences with anxiety and provide practical tools and strategies to manage it. From the power of music and exercise to the importance of taking mental health days, I offer valuable insights for reducing stress and maintaining productivity, especially during the hectic holiday season. Tune in for a confidence boost and learn how I navigate the challenges of owning and operating a business while managing anxiety....
Dec 12, 2024•13 min•Season 2Ep. 26
Send us a text In this episode of Accounting with Confidence, I provide an in-depth overview of the extensive tech stack my full-service CPA firm uses. I discuss the various applications and tools that help us manage tax preparation, accounting, payroll processing, practice management, and client communications. From Drake Tax for tax returns to Canopy Tax for practice management, and Ignition for proposals and payments, I provide detailed insights into each product's role and benefits. Addition...
Dec 05, 2024•27 min•Season 2Ep. 25
Send us a text In this Confidence Booster episode of Accounting with Confidence, I share invaluable hiring tips for small business owners. As an experienced CPA firm owner, I discuss the challenges of hiring, including distrust, fear of wrong decisions, and the costs involved. I provide actionable advice on creating a thorough hiring process, emphasizing the importance of detail-oriented and tech-savvy candidates. From sharing your company culture in job postings to implementing hidden skills te...
Nov 29, 2024•16 min•Season 2Ep. 24
Send us a text In this episode I discuss the importance of strategic planning for business success. Drawing from my own experience, I share insights on setting goals, maintaining accountability, and the practical steps necessary to develop and implement a strategic plan. I'll explain why having both short-term and long-term goals is crucial and provide tips on enlisting help from mentors, coaches, or accountability partners. Learn how to review your current plan, understand why certain goals may...
Nov 22, 2024•31 min•Season 2Ep. 23
Send us a text In this short and powerful confidence booster episode, I discuss why planning is essential for your business and personal success. As we approach year-end, it's the perfect time to focus on budgeting, setting goals, and planning for fun. Join me as I share insights on creating effective plans, reducing anxiety, and finding accountability partners to stay on track. Let's work together to set targets and make the journey to achieving your goals smoother and more rewarding....
Nov 14, 2024•12 min•Season 2Ep. 22
Send us a text In this episode of Accounting with Confidence, I provide an update on my journey of improving my marketing efforts since launching the podcast in winter 2022. I reflect on my initial struggles with marketing and my progress, including taking a marketing class and building referral relationships. I discuss my decision to implement a cohesive and sustainable marketing strategy for 2025, the lessons learned from a marketing audit, and my plans to integrate the podcast with my account...
Nov 09, 2024•23 min•Season 2Ep. 21
Send us a text In this episode, I explore the importance of stepping out of your comfort zone. Drawing from my own recent experiences, I discuss how venturing into new and uncomfortable territories can foster growth and learning. I share insights from participating in a growth-focused group for accounting firm owners and attending a retreat for accounting influencers, both of which challenged me to new limits. I also issue a personal challenge for you to try something new, whether it's attending...
Oct 23, 2024•11 min•Season 2Ep. 20
Send us a text In this episode I share my journey to finding balance in my professional life by setting critical boundaries. I'll discuss the struggles I faced working excessive hours, the negative impacts on my personal life, and the steps I took to reclaim my time and improve my business. Learn how implementing calendar blocking, using a calendar app, and stopping the practice of always answering the phone transformed my business and personal well-being. I'll also dive into how these changes s...
Aug 29, 2024•38 min•Season 2Ep. 19
Send us a text In this episode of Accounting with Confidence, I discuss the uncertain future of QuickBooks Desktop, exploring the potential discontinuation and available alternatives. I delve into Intuit's pricing strategies, their move to subscription models, the impact on payroll options, and offer insights into viable options ranging from QuickBooks Online to other software solutions like Xero, Accounting Suite, and NetSuite. I emphasize the importance of preparing for these changes to avoid ...
Jul 30, 2024•36 min•Season 2Ep. 18
Send us a text Scaling New Heights Conference Recap: A Journey of Insights and Inspiration In this episode of Accounting with Confidence, host Beth Whitworth shares a detailed daily recap of her experiences and key takeaways from the Scaling New Heights conference in Orlando. Beth discusses her productive planning sessions, engaging seminars on leadership, fraud prevention, and new accounting platforms, as well as her encounters with influential speakers like Michio Kaku and Kelly Pope. Beth als...
Jul 10, 2024•28 min•Season 2Ep. 17
Send us a text In this episode of Accounting with Confidence, I discuss the journey of implementing new project management software, Canopy, within my CPA firm. Starting from the decision at the Scaling New Heights conference to the full implementation over several months, I share the good, the bad, and the ugly of transitioning from multiple software systems to a unified platform. I highlight the significant time savings and improvements in workflow and client communication, as well as some cha...
Jun 21, 2024•28 min•Season 2Ep. 16
Send us a text Mastering Sales Discovery Calls in Accounting: A Proven Process In this episode of 'Accounting with Confidence,' Beth Whitworth, an experienced CPA and business owner, shares her journey of developing the critical process of conducting sales discovery calls. She emphasizes the importance of vetting prospective clients to ensure a good fit, navigating conversations to uncover potential red flags, and implementing a structured approach that has streamlined her business operations. B...
Jun 11, 2024•35 min•Season 2Ep. 15
Send us a text In this episode Beth Whitworth is sharing her experiences and insights on effective hiring practices for building a successful business. She discusses the challenges of hiring, the importance of defining job roles, outlining specific application instructions, and not settling for less. Beth emphasizes the need to trust one's gut, take time for the hiring process, and not feel desperate when making a decision. She also highlights the value of identifying the most crucial hiring nee...
May 31, 2024•31 min•Season 2Ep. 14
Send us a text Ever have one of those months where you wonder how you even made it through? Join me while I talk about what's been going on recently that has me overwhelmed, but not in a bad way. Is Positive Overwhelm a thing? From hiring, firing, traveling, and software converting, I feel like I've been doing it all lately but have been pushing through and recognizing that the overwhelm doesn't have to last forever. In fact, it only lasts as long as I let it. In addition I talk about the practi...
Sep 26, 2023•31 min•Season 2Ep. 13
