Send Beth a text!

I was able to record an incredible episode with Matt Tate, co-founder of Decimal a couple of months ago. We dove into how Decimal is revolutionizing the back office for business owners, making accounting and tax prep a breeze. Matt shared his journey from being a recovering attorney to a serial entrepreneur, and how Decimal is now franchising to help others start their own firms. We talked about the importance of relationships over transactions, and how living your business values can create a thriving remote culture. Plus, Matt dropped a big announcement about launching three new firms! It was a conversation full of insights and inspiration, and I can't wait for you to hear it. Tune in to learn how you can build a business and life you love!

Send Beth a text!

Join me in this episode as I dive into the world of referral networks for accountants. Discover how my personal experiences and insights have shown that referrals are key to keeping a full sales pipeline. I'll share strategies for building strong relationships with referral sources like financial advisors and community groups, and how these connections can drive significant business growth. Plus, learn why it's essential to prioritize referred clients and maintain clear communication about the services you offer. Don't miss out on these valuable tips for boosting your accounting business!

Send Beth a text!

In this eye-opening episode, I share my 30 years of experience in public accounting to guide you through the often-overlooked pitfalls of changing CPAs, especially in a tightening industry. I discuss the alarming decline in new accountants entering the field and the rising wave of retiring firms, which means more clients are left high and dry just before tax season hits. Whether your current CPA has closed shop, ghosted you, or you're simply seeking a better fit, I uncover what to look for in a new accountant to ensure your financial health isn't left to chance.

This episode is perfect for business owners, entrepreneurs, and individuals feeling the squeeze of a shrinking industry and seeking clarity in chaos. If you've ever wondered how to pick the right accountant in today's shifting landscape, this episode is your essential guide to making smarter, more confident financial decisions.

Don’t suffer in silence — your ideal CPA may be just a conversation away.