Episode 66: Building Your Personal Brand
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In this episode learn how to build your personal brand.
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Episode 65: Building Community As An Accountant
/In this episode, we chat about how to build and nurture your community. We share tips on how we built our communities using social media and finding “our people” when we move to a new city. The question we’d like to leave with you is “What traits do you look for you in your community?” Let us know in the comments, below!
For more resources, check out: Rally Health’s research on the rise of loneliness and its connection to mental health issues.
This episode is brought to you by Money & Mimosas.
Episode 64: Working in a Male-Dominated Field
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Welcome to the second episode of Candid Conversations with Katie and Danetha. In this episode, we discuss what it’s like to be a woman working in a traditionally male-dominated field.
Read MoreEpisode 63: Awakening Your Feminine Power
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In this episode, we explore what feminine power means to each of us. Learn how tapping into our creativity helped us build powerful careers and step into our “womanhood”.
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Episode 62: Jill Sturm, Executive Director at Tax-Aid
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In this episode, you'll meet Jill Sturm, the Executive Director at Tax-Aid.
Read MoreEpisode 61: Thera Wright Gialluca, Strategic Relations at Ohio Society of CPAs
/In this episode I interview, Thera Wright about her career journey, her role as Manager of Strategic Relations at the Ohio of Society of CPAs and what she sees as the future of accounting.
Resources mentioned:
This episode is brought to you by Money & Mimosas
Episode 60: Self-Care During the Busy Tax Season
/In this episode, learn the three areas of self-care and how to slowly wind down out of the stressful tax season.
Resources mentioned:
For more tips on how to integrate wealth with wellness, join the Money & Mimosas Insider List - it’s free.
About Danetha: Danetha is the creator of Money & Mimosas. As a serial entrepreneur she manages a portfolio of companies as an investor and owner. She is known as the money mentor for ambitious women and been named a top 40 under 40 accounting professional by CPA Practice Advisor and a millennial entrepreneur to watch by the office of Congresswoman Barbara Lee.
Episode 58: Why you should not combine your passions with your career
/In this episode I explore the question I receive often from financial professionals, "How do I combine my passions with my career?"
After some reflection, I came to a conclusion that surprised myself.
Mentioned in this episode:
Women, Wealth & Wellness conference with the Ohio Society of CPAs
About Danetha: Danetha is a serial entrepreneur and manages a portfolio of companies as an investor and owner. She is known as the money mentor for ambitious women and been named a top 40 under 40 accounting professional by CPA Practice Advisor and a millennial entrepreneur to watch by the office of Congresswoman Barbara Lee. Her lifestyle brand, Money & Mimosas, is a community and blog read by thousands of women from Dubai to San Francisco seeking financial guidance.
Episode 57: Women, Wealth & Wellness
/In this episode, I announce the Women, Wealth & Wellness conference I am hosting with the Ohio Society of CPAs.
Click here to learn more about the event!
To learn more about sponsorship opportunities, email me at danetha@danethadoe.com
Episode 56: Rachel Bitz, Accountant & Powerlifter
/In this episode, Rachel Bitz shares how she has seamlessly integrated her passion for fitness with her accounting career.
Learn about her path from working in public accounting, to going to industry to leading her own practice based in Silicon Valley.
Resources mentioned:
Tools Rachel uses: Mindbody Online, Push Press
Episode 50: Adam Nubern, CEO of NuventureCPA
/Adam Nubern is the founder of Nuventure CPA, an accounting practice dedicated to helping digital nomads, travel bloggers, and location independent folks manage their finances.
He and his wife launched Nuventure CPA and Nuventure Travels four years ago after they decided to pack up, leave everything they knew to travel the world. The two of them saved up $30K to travel the world for two years. That two years turned into four, and they have visited New Zealand, Germany, Greece, Australia, Singapore, Malaysia, Jamaica…to name a very short few.
They have been featured on HGTV and are truly living the dream of loving what you do, doing what you love, and building a lifestyle business.
In this episode you will learn why Adam pursued a career in accounting and when he realized that traditional CPA work was not for him. How he prices his services, the tools he uses to run a remote practice and his marketing strategies for building a successful business where he is now turning away clients.
Resources Mentioned:
Skype and GoTo Meeting
This episode is brought to you by Money & Mimosas. Click here to learn about our 2019 CPA Partner Program.
Episode 49: TECH SPOTLIGHT- Suneera Madhani, CEO of FattMerchant
/In this tech spotlight episode, I'm highlighting a disruptive product that helps accounting professionals provide exceptional service to their clients.
Today's episode highlights Suneera Madhani, the CEO of FattMerchant.
FattMerchant is disrupting the payments ecosystem with their simple yet robust and affordable technology. In four short years, they have processed over $2 billion in payments and work with thousands of merchants. By eliminating hidden processing fees and introducing a subscription based model for their clients, they are saving small business owners thousands of dollars. And saving accountants several hours of reconciliation nightmares.
In this episode, you learn about:
Suneera's career journey from studying finances to launching her own business
What makes FattMerchant so innovative and cutting-edge
How FattMerchant saved one client $70,000 in credit card processing fees in one year
Resources mentioned:
This episode is brought to you by Money & Mimosas. Click here to learn about our 2019 CPA Partner Program.
Episode 48: Ingrid Edstrom, CEO of Polymath, LLC
/Ingrid Edstrom is a self-proclaimed nerd and the CEO of the award winning bookkeeping firm, Polymath LLC based in Ashland, Oregon. She is the creator of AskABookkeeper.com, an online education series, a member of Profit First Professionals, and founder of the Southern Oregon Bookkeepers Association.
She has been recognized as one of the top 40 under 40 accounting professionals by CPA Practice Advisor and Most Powerful Women in Accounting.
In this episode, Edstrom shares:
Why, and how, she started her practice in 2008
Her marketing strategy for growing her practice
Key tips on how to network as an introvert
Her thoughts on value-based pricing and how her practice structures their fees
How she found her niche and became a recognized expert within her niche's industry
Resources mentioned:
Scaling New Heights conference
Ron Baker on value pricing
Les McKeown on predictable success
Polymath's questionnaire for onboarding a new client
This episode is brought to you by Money & Mimosas. Click here to learn about our 2019 CPA Partner Program.
Episode 47: Brannon Poe, founder of Poe Group Advisors
/Click here to listen to the episode on iTunes or scroll down to listen through the website.
In this episode, Brannon Poe shares the key steps a CPA needs to take in order to sell their firm.
Poe is the founder of Poe Group Advisors and the author of “Accountant’s Flight Plan, Best Practices for Today’s Firms. A consultancy that facilitates the buying and selling of CPA firms. He began his career as an auditor at Ernst & Young, before launching his business in 2003. For the past 15 years, he and his team have helped CPAs successfully exit their firms.
In this conversation you will learn:
Why underpricing your services may be holding you back from building a successful practice.
Why taking time off to relax actually helps your bottom line
How to build a practice that is sellable and how much you can expect to earn from the sale
Resources mentioned:
This episode is brought to you by Money & Mimosas. Click here to learn about our 2019 CPA Partner Program.
Episode 45: Hitendra R. Patil, Director of Practice Development at Accountant's World
/In this week's Future of Accounting podcast episode, Hitendra Patil shares insights on how AI and Big Data are shifting the accounting profession.
Hitendra Patil is the Director of Practice Development at Accountant's World and the author of ACCOUNTANEUR: The Entrepreneurial Accountant| Insights into Today's Emerging Opportunities.
In this episode you will learn:
- What exactly is Big Data and AI
- Practical applications of Big Data and AI for accountants to better serve their clients
- Affordable tools that any firm can implement now to automate advanced functions
Resources mentioned:
- Receipt Bank
- MindBridge- the first AI auditor
- X.AI- virtual email assistant
- ACCOUNTANEUR by Hitendra Patil
- Presentation by Hitendra Patil describing the entrepreneurial accountant
- Accountant's World
This episode is brought to you by Money & Mimosas. Click here to learn more about our CPA Partner Program.
Episode 44: Sophia Loh, Partner, Family Office Frank, Rimerman + Co
/In this episode, Sophia Loh walks us through her career journey from studying accounting + finance at UC Berkeley, to exploring various roles within accounting including being CEO of her own accounting software company, before landing a Partner role at Frank, Rimerman + Co. One of the top 10 accounting firms in the San Francisco Bay Area and one of the top 100 in the nation.
If you have the goal of becoming partner, this is the episode for you! You will learn:
- The skillset it takes to jump from manager to partner
- Sophia's guidance on how to effectively manage overwhelm during the busy season
- Why the future of accounting means you have to be able to think big picture and how to start practicing that now
Resources mentioned in this episode:
This episode is brought to you by Money & Mimosas.
Episode 43: Damien Martin, National Tax Assistant Director at BKD
/In this episode, Damien Martin shares his career journey to becoming National Tax Assistant Director at BKD.
He began his career as a music major at UC Berkeley, before going on to finish his Masters in Taxation at Golden Gate University. Before becoming a director at BKD, he cultivated an expertise in working with high-net worth individuals on estate planning.
In this episode you will learn,
1. Why Damien chose tax as his focus in accounting
2. How he is positioning his firm as a place of value as tax filing becomes more automated
Resources mentioned:
5. Trusted Advisor by David Maister
This episode is brought to you by Money & Mimosas.
Episode 42: Welcome to Season 3
/The Future of Accounting episode is back! In this episode, I share what I've been up to these last couple of months and insights I've learned from the hundreds of accountants I've met during the Future of Accounting podcast roadshow with Avalara.
During Season 3, I'll be covering three major themes with interview guests.
- The importance of updating technology within your firm
- Thinking outside the box in terms of how you market your firm and the services you provide to your clients
- The importance of developing a brand
I am so excited to introduce you to amazing guests and share the opportunities I have for your firm through the Money & Mimosas community.
This episode is brought to you by Money & Mimosas.
Episode 41: Q&A with Danetha Part Two
/In this episode, Danetha answers some of your biggest questions about the future of accounting.
In April and May, we hosted two webinars sponsored by Avalara on CPA Academy. Nearly 2,500 of you signed up for them. A lot of you asked questions that Danetha didn't have time to answer on the webinar, so we created two episodes to answer your questions about the future of accounting and how to find your niche.
In this episode, the questions Danetha answered:
- Do you recommend a specific CRM platform to organize the companies we are targeting
- I currently work within a great niche (digital nomads) and am growing very rapidly. However, I'm having trouble hiring some help because it is specialized. Any advice here?
- Danetha, the theory seems easy, however I struggle with defining a niche for me. What are the most interesting niches you have seen people create in the accounting field?
- Can we get a list of the web sites to write monthly articles you just mentioned?
- What did you do for this 60 year old? I have a similar problem.
Resources mentioned in this episode:
- Episode 16- Jeff Maddux, founder of the Lifestyle Accountant
- Dubsado
- Zoho
- TravelBank- use the promo code Future50 for $50 in rewards credit when you book your next flight
This episode is brought to you by TravelBank, the app that helps you find the best flights at a lower cost than other platforms. They are giving the Future of Accounting community (YOU!), $50 in rewards credit with the next flight you purchase.
All you have to do is click here to download the app, and use Future50 in the promo code to get $50 in rewards with your next flight.
Episode 40: Q&A with Danetha Part One
/In this episode, Danetha answers some of your biggest questions about the future of accounting.
In April and May, we hosted two webinars sponsored by Avalara on CPA Academy. Nearly 2,500 of you signed up for them. A lot of you asked questions that Danetha didn't have time to answer on the webinar, so we created two episodes to answer your questions about the future of accounting and how to find your niche.
In this episode, Danetha answers the following questions:
With so many advancements in IT, is there a high risk that technology will cause a decline in future employment?
What criteria do you use to establish value pricing?
Any recommendation for industry information in the exercise clothing industry?
How should I go about setting my fees , value based pricing
What is a good tool for communicating with remote employees?
Do you still recommending using time billing software to track time as a tool even if value billing?
How do you find and retain clients?
What app would you recommend for expenses?
Can you recommend tools for finanical statement presentations for the board?
Are recent accounting graduates getting an education in consulting?
Do you have advise for posting on your websites. I need to start to get traffic on my site but I do not usually use facebook etc. Is there a simple way I can get started?
How can I know which apps like SLACK vs CamScan are secure for confidential information.
Do you advise value based billing for Tax work?
Resources mentioned in this episode:
- Canva
- Time-tracking article
- Slack
- Sumo
- Reviews of Practice Management Tools by CPA Practice Advisor
- The Future of Work by BBC
- Ashley Kaltwasser
- TravelBank- use the promo code Future50 for $50 in rewards credit when you book your next flight
This episode is brought to you by TravelBank, the app that helps you find the best flights at a lower cost than other platforms. They are giving the Future of Accounting community (YOU!), $50 in rewards credit with the next flight you purchase.
All you have to do is click here to download the app, and use Future50 in the promo code to get $50 in rewards with your next flight.
