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 early to avoid disruptions. If you're facing the end-of-life for your QuickBooks Desktop product, I provide actionable steps to prepare for the inevitable switch. Stay tuned for updates and feel free to reach out with any questions.

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.

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. Tune in for an engaging and educational discussion designed to boost your confidence in your business journey.

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 overcoming cancer and fostering a culture of continual learning, I illustrate the impact of strong, open communication and the necessity of walking the walk. Tune in to learn how to build a business culture that thrives on positive attitudes, reliability, and teamwork.

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 and share my thoughts on planning and commitment.

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 part of a team, discover actionable tips to help you set and achieve your business goals.

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 me in setting and achieving your own goals for the new year!

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.

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 have been missed, and set achievable targets for the future. Whether you're an accounting firm owner or running another type of business, my advice will help you navigate the complexities of strategic planning and grow with confidence.