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Happy Birthday to Accounting with Confidence: The Podcast! This passion project started 3 years ago and has been one of the most energizing and rewarding things I've ever done.

In this episode, I reflect on the three-year anniversary of the podcast, discussing the challenges and joys of podcasting, especially during the holiday season. I share personal insights on managing holiday stress, the importance of self-care, and the joy of gift-giving. Keeping it real, I talk about managing the overwhelm and realizing that it's okay to have feelings even when others are going through much more significant things in their lives.

Please give me feedback on future podcast topics by sending me a text from the link up there ☝️ or send me an email or DM! I'd love to hear from you as I'm putting together my plans for 2026!

Merry Christmas!

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In this episode, I guide you through the essentials of creating a budget for your business as we enter planning season. From understanding the importance of revenue forecasting to setting up expense guardrails, I provide valuable tips on navigating the budgeting process. I explain why budgeting is critical, how to approach it, and the impact it can have on your overall strategic planning. Plus, exciting news about the merger of my podcast and accounting firm under the same motivating name, Accounting with Confidence.

Link to our new website: https://www.accountingwithconfidence.com/

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In this episode, I report live from Summit 2025. With sessions running deep into strengths, weaknesses, aspirations, and goals, I discuss the motivational aspects and the emotional vulnerabilities brought out by this intense event. The importance of setting out-of-comfort-zone goals, converting aspirations to SMART goals, and the essential role of peer support in personal and professional growth are highlighted. I also reflect on my challenges with self-doubt and negative self-talk, emphasizing the power of community and support to overcome such obstacles. The episode wraps up with a look towards integrating these learnings back into my business.

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In this episode, I discuss the importance of celebrating progress over striving for perfection. I talk about the challenges of balancing productivity with the desire for perfection and emphasize how recognizing and celebrating small achievements can lead to greater overall success. Additionally, I convey the firm’s mission, values, and rebranding efforts, stressing the importance of authenticity and continuous improvement. Tune in for a quick confidence booster and some practical advice on navigating your business goals.

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In this episode, I share key insights from my experiences in the third quarter of 2025. I discuss the major impacts of the One Big Beautiful Bill Act on tax planning and preparation, emphasizing the importance of staying updated and proactive. I also delve into the challenges and strategies of effective delegation, including my journey to hiring an executive assistant. Lastly, I reflect on the benefits of building a business that operates smoothly in my absence, highlighting the value of trust, standardized processes, and setting client expectations. Join me as I navigate these significant lessons and prepare for the upcoming quarter.

Pedal the Cause: https://www.givesignup.org/cancercuringcar

Breaking Down the Big Beautiful Bill Part 1 for Businesses: https://www.buzzsprout.com/2320941/episodes/17660799

Breaking Down the Big Beautiful Bill Part 2 for Individual Taxpayers: https://www.buzzsprout.com/2320941/episodes/17697587

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In this episode, I open up about a recent bout with imposter syndrome and how it affected my confidence as a business owner. I'll share the highs and lows, including moments of feeling like a fraud and the encouraging shifts that helped me regain perspective. Listen in as I explore the importance of changing our inner dialogue, the role of supportive communities, and the incremental successes that remind us of our progress. This episode is a heartfelt reminder that we are not alone in our struggles and underscores the value of having mentors and coaches to guide us through challenging times.

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In this episode, I share my busy end-of-summer experiences and the importance of embracing life’s opportunities. Inspired by my supportive husband and overcoming the challenges of participating in male-dominated sports, I emphasize the need to take action and not let fear or societal expectations hold you back. My personal journey, including a cancer diagnosis, has taught me to seize the moment and do what brings joy and fulfillment. I encourage listeners to stop waiting and start doing the things they’ve been putting off, whether it’s a trip, a new hobby, or simply something that makes you happy. Your time is now, so just do it.

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In this episode, I discuss the importance of realigning your client base to ensure your business continues to grow and thrive. While on a girl's trip in Northern Georgia’s Blue Ridge Mountains, I share my experiences with managing client relationships, including the challenges of letting go of clients who no longer fit your services, handling difficult conversations, and the necessity of re-evaluating client fit regularly. I also talk about lessons learned over the years, such as trusting your gut instinct, setting clear boundaries, and maintaining a streamlined client onboarding process. My journey illustrates that reevaluating client relationships is essential for sustaining a successful business. Finally, I invite listeners to share their own experiences and challenges with managing client relationships.