Accounting with Confidence

Podcast

Episode 19: From Overworked to Empowered: Setting Boundaries for Success

 

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 supported me through a challenging health diagnosis and allowed my practice to thrive in my absence. Tune in to discover how setting professional boundaries can lead to a more fulfilling and successful business life.

00:00 Introduction to Beth Whitworth

00:36 The Struggles of Overworking

05:15 Setting Professional Boundaries

06:11 Calendar Blocking: A Game Changer

15:07 Implementing a Calendar App

22:33 Stop Answering the Phone

30:16 The Importance of Boundaries

30:59 A Personal Story of...

Continue Reading...

Episode 8: Confidence in No

 
It's tempting to say yes to everything to keep people happy, keep yourself busy, or because of fear of missing out on something. In this episode I talk about the power of getting confident in the word No.
 
I gained confidence after years of fearing the word in these ways by:
 
1) Not providing EVERY service.
2) Saying no to protect my calendar.
3) Saying no when working with clients that aren't a good fit.
4) Being willing to accept a no on any given proposal without any emotional turmoil.
 
Learn some key phrases to let people down gently and build a referral network you trust and you can gain confidence in the word No, too!
Continue Reading...

Episode 7: What I Learned this Month - January 2023

Learning is a life long pastime and this month I'm sharing the 3 things I learned. Nothing major. Just some little things that made my life easier or helped me move a project forward. 

  1. I upped my e-mail rules game.
  2. I created my first Zap using Zapier, JetPack Workflow and Ignitiion.
  3. I learned how to turn on Progress Invoicing in QBO

Like I said, nothing major, just some simple things that prove that you can teach an old accountant new tricks!

https://www.zapier.com/

https://jetpackworkflow.com/

https://get.practiceignition.com/bethwhitworth5357/

 

 

 

Continue Reading...

Episode 4: 3 Tips to Keep Busy Season from Sucking

There is still time before busy season to do 3 things that will have you feeling more in control of your calendar, more productive and may just keep this busy season from sucking.
 
1. Schedule time off now
2. Pick an overflow day - same day each week - to give you room to breathe and regroup
3. Get a daily To-Do system to help keep you focused when things start to go sideways
Continue Reading...
Close

FREE PDF GUIDE

6 Ways to Reclaim Your Time in your Accounting Firm

  • LEARN WHY DOING ALL THE THINGS IS NORMAL BUT NOT EFFECTIVE
  • FIND TOOLS THAT SAVE YOU TIME AND IMPROVE CLIENT SERVICE
  • GET CONTROL OF YOUR TIME TO START BUILDING A BUSINESS YOU LOVE