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 also highlights the importance of networking, the value of industry-specific conferences, and how they can rejuvenate one's passion for the business.

Tune in to gain valuable insights and practical advice from Beth's journey through this transformative event.

00:00 Introduction to Beth Whitworth

00:31 Overview of the Scaling New Heights Conference

01:32 Day Zero: Pre-Conference Planning

04:35 Day One: Conference Kickoff and Key Takeaways

08:09 Day Two: Sessions and Vendor Interactions

13:51...

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 challenges faced during the setup. Tune in to learn how streamlining processes can enhance your business operations.