エピソード

  • ADHD: Chaos With a Side of Brilliance

    ADHD: Chaos With a Side of Brilliance
    2025/12/17
    Two accountants with ADHD (and one who’s got lots of questions) get real about what it's like when your brain won't filter information, when 30 minutes turns into either 3 hours or 3 minutes, and when opening your email derails your entire day. Jina Etienne joins Questian and Nancy to discuss early- vs later-in-life diagnosis; the exhaustion of masking symptoms for decades; the superpowers inherent in ADHD; and why women in accounting are finally putting words to experiences they've had their whole lives. If you’ve wondered about ADHD in accounting… yet all your resources are male, this is the episode for you.SponsorsForwardly - https://www.forwardly.com/shecountsRelay- https://relayfi.com/shecountsClient Hub - https://www.clienthub.app/lp/shecounts(00:00) - Introduction and Episode Overview (00:51) - Meet Our Guest: Jina Etienne (05:25) - Personal Stories of ADHD Diagnosis (08:15) - Understanding ADHD in Women (11:27) - Challenges and Misconceptions (19:42) - Masking Behaviors and Functional Freeze (30:59) - The Impact of Late Diagnosis (37:38) - Navigating Social Cues (38:42) - Communication Styles with My Husband (44:59) - Understanding Time Blindness (48:36) - Managing ADHD with Tools and Strategies (59:32) - The Power of Hyperfocus (01:03:12) - Embracing ADHD Superpowers (01:05:15) - Conclusion and Final ThoughtsResourcesJina Etienne on LinkedIn - https://www.linkedin.com/in/etiennejina/“Speaking the Unspoken” by Jina Etienne - https://www.etienneconsulting.com/post/speaking-the-unspokenThe Distracted Elephant podcast by Jina Etienne & Ipalla Cooke - https://www.distractedelephant.com Jina’s YouTube channel: https://www.youtube.com/@etienneconsulting Jina’s personal blog: Fearlessly Me - https://www.fearlessly-me.com “ADHD: Beyond the Stereotypes in the Workplace” by Jina Etienne - https://report.woodard.com/articles/adhd-beyond-the-stereotypes-in-the-workplace-ophrwr “Understanding ADHD: Looking Past Stereotypes” by Jina Etienne - https://report.woodard.com/articles/understanding-adhd-looking-past-stereotypes-ophrwrHelpful links:CDC - How is ADHD Diagnosed (https://www.cdc.gov/ncbddd/adhd/diagnosis.html)Adult ADHD Assessment and Diagnosis (https://www.aafp.org/family-physician/patient-care/prevention-wellness/emotional-wellbeing/adhd-toolkit/assessment-and-diagnosis.htmlTesting for ADHD: How ADHD Is Diagnosed (https://www.verywellmind.com/diagnosis-of-adhd-20584)Symptoms of Adult ADHD https://www.healthline.com/health/adhd/adult-adhdMore and more women being diagnosed with ADHD, study findshttps://www.cbsnews.com/newyork/news/more-and-more-women-being-diagnosed-with-adhd-new-study-finds/Time Blindness in ADHD https://www.verywellmind.com/causes-and-symptoms-of-time-blindness-in-adhd-5216523 The Creativity of ADHD https://www.scientificamerican.com/article/the-creativity-of-adhd/“ADHD Impairment Peaks in Menopause, According to ADDitude Reader Survey” https://www.additudemag.com/menopause-symptoms-adhd-survey/ “This Is How Your ADHD Can Affect You During Menopause” https://drbrighten.com/adhd-and-menopause Links from studies and articles cited in the episode:Adult ADHD and comorbid anxiety and depressive disorders: a review of etiology and treatment - https://pmc.ncbi.nlm.nih.gov/articles/PMC12179154/The female side of pharmacotherapy for ADHD: A systematic literature review - https://journals.plos.org/plosone/article?id=10.1371/journal.pone.0239257PubMed, Prevalence of Undiagnosed ADHD in Adults - https://pubmed.ncbi.nlm.nih.gov/39830803/“Focus & Flow: The ADHD Accountant’s Survival Guide” (CPA Practice Advisor, 2024) - https://www.cpapracticeadvisor.com/2024/09/09/working-with-adhd-a-toolkit-for-accountants/110133/“Resources and Strategies Are Available to Accountants with ADHD” (NYSSCPA / Accounting Today) - https://nysscpa.org/article-content/resources-and-strategies-are-available-to-accountants-with-adhd-091224SPONSORS: [Forwardly, Relay, Client Hub] Join Our LinkedIn Page!https://www.linkedin.com/company/she-counts-podcastSubscribe on YouTubehttps://www.youtube.com/@SheCountsPodcastFollow She Counts on IGhttps://www.instagram.com/shecounts.show/Connect with Nancyhttps://www.thedancingaccountant.com/https://www.linkedin.com/in/nancy-mcclelland-cpaConnect with Questianhttps://www.reqoncilefinancials.com/https://www.linkedin.com/in/questian-telka-ea-78383666Earn CPE for Listening to This Podcasthttps://www.earmark.app/This podcast is a production of Earmark Media
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    1 時間 11 分
  • Imposter, Interrupted

    Imposter, Interrupted
    2025/12/03
    When nearly everyone in the room raises their hand to admit they experience imposter syndrome… it's time to stop calling it a “syndrome”. Questian and Nancy explore why this near-universal feeling shows up differently for high-achieving women in accounting—who, for various reasons, often push through it more slowly than men—examining the systemic and social roots that reinforce it. They share personal stories of feeling unqualified despite clear evidence to the contrary, and offer practical frameworks for recognizing, reframing, and finding relief from these persistent self-limiting beliefs.SponsorsForwardly - https://www.forwardly.com/shecountsRelay- https://relayfi.com/shecountsClient Hub - https://www.clienthub.app/lp/shecounts(00:00) - Introduction and Episode Overview(01:06) - Personal Stories and Experiences with Imposter Syndrome(03:37) - Defining and Debunking Imposter Syndrome(11:44) - Strategies to Overcome Imposter Syndrome(24:38) - The Broader Impact and Social Context(28:06) - Understanding Extroverts and Introverts(28:28) - Overperforming to Prove Yourself(30:29) - The Realization of Knowledge Gaps(32:02) - Roots of Imposter Syndrome(32:34) - Gender Expectations and Workplace Dynamics(33:55) - Personal Stories of Imposter Syndrome(36:37) - The Impact of Social and Structural Norms(40:02) - Self-Limiting Beliefs and Career Impact(42:28) - Intersectionality and Imposter Syndrome(47:47) - Overcoming Imposter Syndrome(51:01) - Recognize, Reframe, and Relief(55:12) - Tracking Success and Setting Metrics(58:15) - Coping Mechanisms and Final ThoughtsResourcesPsychology Today - https://www.psychologytoday.com/us/basics/imposter-syndromeDr. Valerie Young - https://impostorsyndrome.com/impostor-story/Tara Mohr “Playing Big” - https://www.goodreads.com/book/show/25310678-playing-bigJennifer Dymond - https://www.linkedin.com/in/jenndymond/Theatre of Public Speaking - https://publicspeaking.mistymegia.com/?ref=857055Scaling New Heights - https://www.woodard.com/scaling-new-heights-2026Bridging the Gap - https://www.btgconference.com/Sheryl Sandberg - “... many people, but especially women, feel fraudulent when they are praised for their accomplishments. Instead of feeling worthy of recognition, they feel undeserving and guilty, as if a mistake has been made. Despite being high achievers, even experts in their fields, women can't seem to shake the sense that it is only a matter of time until they are found out for who they really are- impostors with limited skills or abilities.” - https://www.goodreads.com/book/show/16071764-lean-inSPONSORS: Forwardly, Relay, Client HubJoin Our LinkedIn Page!https://www.linkedin.com/company/she-counts-podcastSubscribe on YouTubehttps://www.youtube.com/@SheCountsPodcastFollow She Counts on IGhttps://www.instagram.com/shecounts.show/Connect with Nancyhttps://www.thedancingaccountant.com/https://www.linkedin.com/in/nancy-mcclelland-cpaConnect with Questianhttps://www.reqoncilefinancials.com/https://www.linkedin.com/in/questian-telka-ea-78383666Earn CPE for Listening to This Podcasthttps://www.earmark.app/This podcast is a production of Earmark Media
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    1 時間 1 分
  • Marking Ourselves Down: Gender Disparity in Pricing

    Marking Ourselves Down: Gender Disparity in Pricing
    2025/11/19
    Candy Bellau joins Nancy and Questian to discuss a problem that costs women accountants thousands of dollars every year: underpricing. The conversation covers why women tend to charge 25-50% less than men for the same work, how compassionate pricing and relationship loyalty keep us trapped in unsustainable business models, and what changed when Candy discovered male colleagues were quoting double her rates despite having less expertise. The three dive into practical solutions, including reframing value-based pricing, building community support around fee conversations, and remembering that sustainable pricing is not only about personal profit, but also about taking care of your team.SponsorsForwardly - https://www.forwardly.com/shecountsRelay- https://relayfi.com/shecountsClient Hub - https://www.clienthub.app/lp/shecounts(00:00) - Welcome to She Counts (00:55) - Introducing Today's Topic and Guest (01:38) - Personal Challenges and Support (04:24) - Kandy's Story: Overcoming Hardships (08:55) - The Turning Point: Changing Pricing Strategies (12:57) - The Impact of Underpricing (35:57) - Steps to Address Gender Disparities in Pricing (41:37) - Balancing Personal Life and Business (42:33) - Empowering Employees (48:01) - No Margin, No Mission (51:04) - Addressing Gender Disparities in Pricing (56:01) - Building Confidence in Pricing (59:20) - Practical Solutions for Better Pricing (01:12:42) - Final Thoughts and TakeawaysResourcesCandy Bellau on LinkedIn - https://www.linkedin.com/in/candicejohnsonkramerica/Unbalanced Podcast - https://open.spotify.com/show/4cikK2dd9JVvSmeyax58fQSam Hallburn - https://www.linkedin.com/in/pbsaccounting/Kramerica Business Solutions, Candy’s controllership company - https://kramericasolutions.com/Vandelay Forensic Group LLC, Candy’s CFE/Private Investigator Agency - www.vandelayforensics.comTheatre of Public Speaking - https://publicspeaking.mistymegia.com/?ref=857055Candy & Heather Satterley on the Woodard Report podcast - https://report.woodard.com/articles/twr-podcast-episode-99-candy-bellau-rwwr-twrpodCandy’s Woodard Report articles - https://report.woodard.com/articles/author/candy-bellauAndrea MacDonald on LinkedIn - https://www.linkedin.com/in/andrea-macdonald-cpa-4704042b/Carlos Garcia & Vanessa Vasquez - What Exactly to Say (for Accountants) at Intuit Connect - https://www.youtube.com/watch?v=2yJoFL1rERELinks to articles and studies on gender pricing disparities:https://www.sciencedirect.com/science/article/pii/S0749597808001234https://dl.acm.org/doi/fullHtml/10.1145/3411764.3445636https://www.kauffman.org/wp-content/uploads/2019/12/gender_compilation_83016.pdfhttps://www.usatoday.com/story/money/usaandmain/2018/08/29/gender-wage-gap-women-entrepreneurs-time-give-yourself-raise/1123545002/https://www.inc.com/kimberly-weisul/why-women-business-owners-need-to-raise-prices.htmlhttps://www.bcg.com/publications/2018/why-women-owned-startups-are-better-bethttps://www.sciencedirect.com/science/article/pii/S0749597808001234https://www.jec.senate.gov/public/_cache/files/8a42df04-8b6d-4949-b20b-6f40a326db9e/the-pink-tax---how-gender-based-pricing-hurts-women-s-buying-power.pdfhttps://thegalproject.com/2025/05/21/pricing-with-confidence/SPONSORS: Forwardly, Relay, Client HubJoin Our LinkedIn Page!https://www.linkedin.com/company/she-counts-podcastSubscribe on YouTubehttps://www.youtube.com/@SheCountsPodcastFollow She Counts on IGhttps://www.instagram.com/shecounts.show/Connect with Nancyhttps://www.thedancingaccountant.com/https://www.linkedin.com/in/nancy-mcclelland-cpaConnect with Questianhttps://www.reqoncilefinancials.com/https://www.linkedin.com/in/questian-telka-ea-78383666Earn CPE for Listening to This Podcasthttps://www.earmark.app/This podcast is a production of Earmark Media
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    1 時間 16 分
  • Start With “NO”: Exploring the Power of Acting with Intention

    Start With “NO”: Exploring the Power of Acting with Intention
    2025/11/05

    Most professionals treat "yes" as their default setting, then spend their lives playing catch-up. Brandy Jordan joins us to help reframe "no" as a necessary operating system for strategic decision-making rather than a personal failure. The discussion covers the planning fallacy, why self-abandonment is unsustainable leadership, and how starting with no actually leads to better, more intentional “yes” decisions.



    Sponsors
    Forwardly - https://www.forwardly.com/shecounts
    Relay- https://relayfi.com/shecounts
    Client Hub - https://www.clienthub.app/lp/shecounts


    • (00:00) - Welcome to She Counts
    • (00:52) - Meet Brandy Jordan: The Power of Starting with No
    • (01:53) - The Genesis of She Counts Podcast
    • (05:36) - Personal Experiences with Saying No
    • (09:45) - The Importance of Prioritizing and Setting Boundaries
    • (17:30) - Practical Tips for Saying No
    • (32:01) - Reflecting on the Importance of Pausing
    • (32:29) - Overcoming the Fear of Saying No
    • (34:46) - Personal Boundaries and Work-Life Balance
    • (39:55) - The Planning Fallacy and Time Management
    • (47:53) - Encouraging a 'Start with No' Mindset in Teams
    • (53:32) - Final Thoughts and Takeaways

    Resources
    • Brandy Jordan on LinkedIn - https://www.linkedin.com/in/brandysart/
    • “The Power of Saying No to Boost Productivity and Set Boundaries” by Brandy Jordan - https://report.woodard.com/articles/the-power-of-saying-no-to-boost-productivity-and-set-boundaries-opdwr-wmwr
    • Brandy’s Woodard Report articles - https://report.woodard.com/articles/author/brandy-jordan
    • Daniel Kahneman & Amos Tversky, “Thinking, Fast & Slow” - https://www.goodreads.com/book/show/11468377-thinking-fast-and-slow

    SPONSORS: Forwardly, Relay, Client Hub


    Join Our LinkedIn Page!

    https://www.linkedin.com/company/she-counts-podcast


    Subscribe on YouTube

    https://www.youtube.com/@SheCountsPodcast


    Follow She Counts on IG

    https://www.instagram.com/shecounts.show/


    Connect with Nancy

    https://www.thedancingaccountant.com/

    https://www.linkedin.com/in/nancy-mcclelland-cpa


    Connect with Questian

    https://www.reqoncilefinancials.com/

    https://www.linkedin.com/in/questian-telka-ea-78383666


    Earn CPE for Listening to This Podcast

    https://www.earmark.app/


    This podcast is a production of Earmark Media
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    57 分
  • Second Season Kickoff Celebration, Recorded Live at Bridging the Gap

    Second Season Kickoff Celebration, Recorded Live at Bridging the Gap
    2025/10/22
    Nancy and Questian record live from the Bridging the Gap conference, with audience Q&A moderated by Erin Pohan. They share raw, unfiltered answers about jealousy between friends, the shame of being called "too much," body image struggles across the spectrum, and why imposter syndrome might not be a syndrome at all. From tears to belly laughs, this celebration of Season Two proves that putting yourself out there publicly is messy, terrifying, and absolutely worth it.SponsorsForwardly - https://www.forwardly.com/shecountsClient Hub - https://www.clienthub.app/lp/shecounts Keeper - https://keeper.app/shecounts(00:00) - Welcome to She Counts (02:28) - Season 2 Kickoff (08:24) - Erin's Story and Bridging the Gap (12:34) - The Challenges of Podcasting (18:37) - The Impact of She Counts Podcast (22:53) - Navigating Public Vulnerability (32:28) - Balancing Collaboration and Competition (39:26) - Building Relationships at Conferences (40:11) - Facing the Fear of Networking (40:35) - The Importance of Curiosity (42:01) - Dealing with Burnout (45:38) - Overcoming Imposter Syndrome (56:48) - Body Image and Professional Life (01:09:50) - Shifting Mindsets and Self-Belief (01:12:21) - Conclusion and Final ThoughtsResourcesErin Pohan on LinkedIn - https://www.linkedin.com/in/erinpohan/Randy Crabtree on LinkedIn - https://www.linkedin.com/in/randy-crabtree-cpa-1945a67/Bridging the Gap conference - https://www.btgconference.com/Randy Crabtree’s Unique CPA podcast - https://tri-merit.com/podcast/presenting-the-she-counts-podcast/Tri-Merit - https://tri-merit.com/WAVE - https://cec4-erin.systeme.io/0cc9baddREFRAME - https://youtu.be/iohnagPbp2k?si=Cf-YYajVbEWMbYJiScaling New Heights - https://www.woodard.com/scaling-new-heights-2026Intuit Connect - https://www.intuit.com/intuitconnect/AICPA Engage - https://www.aicpa-cimaengage.com/Theatre of Public Speaking - https://publicspeaking.mistymegia.com/bundles/tops-spring26?ref=857055Women Who Count - https://www.afwa.org/women-who-count/Burnout Bestie on Instagram - https://www.instagram.com/burnoutbestie/Lynnette Oss Connell on LinkedIn - https://www.linkedin.com/in/lynnette-oss-connell-cpa/Tori Staub McKee on LinkedIn - https://www.linkedin.com/in/tori-staub-mckee-b1872427/Nicole Davis on LinkedIn - https://www.linkedin.com/in/nicoledaviscpa/Blake Oliver on LinkedIn - https://www.linkedin.com/in/blaketoliver/Brittany Brown on LinkedIn - https://www.linkedin.com/in/brittany-brown-b8324812/Dan Luthi on LinkedIn - https://www.linkedin.com/in/dan-luthi/Aileen Gilpin on LinkedIn - https://www.linkedin.com/in/aileengilpin/Roman Villard on LinkedIn - https://www.linkedin.com/in/rdvcpa/Nick Boscia on LinkedIn - https://www.linkedin.com/in/nickboscia/Misty Schachtell Megia on LinkedIn - https://www.linkedin.com/in/misty-schachtell-3a634a2/Ask a CPA - https://www.thedancingaccountant.com/bookkeepers-guide-to-annual-reviews/Bookkeeping Buds - https://www.bookkeepingbuds.com/Upkeeping LLC - https://www.upkeeping.co/ReQoncile Financials - https://www.reqoncilefinancials.com/The Dancing Accountant - https://www.thedancingaccountant.com/Nancy’s MSN column - https://www.msn.com/en-us/channel/source/The%20Dancing%20Accountant/sr-cid-2d00560200a115d5Accounting Cornerstone Foundation - https://accountingcornerstone.org/SPONSORS: Forwardly, Client Hub and KeeperJoin Our LinkedIn Page!https://www.linkedin.com/company/she-counts-podcastSubscribe on YouTubehttps://www.youtube.com/@SheCountsPodcastFollow She Counts on IGhttps://www.instagram.com/shecounts.show/Connect with Nancyhttps://www.thedancingaccountant.com/https://www.linkedin.com/in/nancy-mcclelland-cpaConnect with Questianhttps://www.reqoncilefinancials.com/https://www.linkedin.com/in/questian-telka-ea-78383666Earn CPE for Listening to This Podcasthttps://www.earmark.app/This podcast is a production of Earmark Media
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    1 時間 9 分
  • Designed Without Us

    Designed Without Us
    2025/10/08
    Twyla Verhelst joins Nancy and Questian to explore why women accountants are slower to adopt AI and why that matters more than you might think. From biological risk aversion to the "cheating" stigma, Twyla unpacks the unique barriers women face with technology while revealing how every prompt we enter (or don't enter) is actively training these tools. If we don't take our seats at the AI table now, we're allowing these transformative technologies to be designed without our input, our communication style, and our needs in mind.SponsorsForwardly - https://www.forwardly.com/shecountsJustine Lackey's The Incubator - https://justinelackey.com/registerKeeper - https://keeper.app/shecounts/(00:00) - Welcome to She Counts Podcast (03:42) - Twyla's Journey with AI (06:38) - Challenges Women Face with Technology (19:37) - The Importance of Women's Input in AI (27:19) - Real-World Examples of Gender Bias in Tech (35:26) - Encouragement and Tips for Women in AI (41:41) - The Value and Risks of AI Tools (42:04) - Women and Technology Adoption (44:35) - Learning in Community (49:28) - Practical Uses of AI (52:12) - The Importance of Communication (57:31) - Meeting Transcripts and Note-Taking (01:02:24) - Fun and Practical AI Applications (01:05:44) - Twyla's Role in AI Education (01:07:25) - Conclusion and ResourcesResourcesTwyla Verhelst on LinkedIn - https://www.linkedin.com/in/twylav/TB Academy (Twyla & Byron’s AI classes) - https://learn.tbacademy.ai/coursesKarbon - https://karbonhq.com/mid-sized-firms/Erin Pohan on LinkedIn - https://www.linkedin.com/in/erinpohan/WAVE - https://cec4-erin.systeme.io/0cc9baddBookkeeping Buds - https://www.bookkeepingbuds.com/Theresa Sutter on Bookkeepers on Fire - Bookkeeper On Fire | Theresa Sutter - YouTubeAshley Francis on LinkedIn - https://www.linkedin.com/in/ashley-francis-seattle/Jennifer Dymond - https://www.linkedin.com/in/jenndymond/Scaling New Heights - https://www.woodard.com/scaling-new-heights-2026Mary Delaney, Karbon CEO - https://www.linkedin.com/in/marywdelaney/Chad Davis - https://www.linkedin.com/in/chaddavis1/Jason Staats - https://www.linkedin.com/in/jstaats/Tam Nguyen - TechwithTam.comMike McDerment, Freshbooks Founder on LinkedIn - https://www.linkedin.com/in/mike-mcderment-68895a1/Cheryl Sandberg - https://www.linkedin.com/in/sheryl-sandberg-5126652/Join Our LinkedIn Page!https://www.linkedin.com/company/she-counts-podcastSubscribe on YouTubehttps://www.youtube.com/@SheCountsPodcastFollow She Counts on IGhttps://www.instagram.com/shecounts.show/Connect with Nancyhttps://www.thedancingaccountant.com/https://www.linkedin.com/in/nancy-mcclelland-cpaConnect with Questianhttps://www.reqoncilefinancials.com/https://www.linkedin.com/in/questian-telka-ea-78383666Thank you to our sponsors!https://www.forwardly.com/shecountshttps://womeninaccounting.ignitionapp.com/https://keeper.app/shecounts/Earn CPE for Listening to This Podcasthttps://www.earmark.app/This podcast is a production of Earmark Media
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    1 時間 12 分
  • Amplifying Women Who Count: The Wave of Women’s Conferences Shaping Accounting

    Amplifying Women Who Count: The Wave of Women’s Conferences Shaping Accounting
    2025/09/24
    Nancy and Questian sit down with three powerhouse conference organizers who are reshaping the accounting event landscape: Sharrin Fuller (AFWA Women Who Count), Erin Pohan (WAVE Conference), and Madeline Reeves (Advisory Amplified tour). These women discuss pricing psychology shaped by wage gaps, navigating traditional gender roles as primary breadwinners, and why smaller, women-led conferences create space for vulnerability and real connection that larger industry events often miss. The conversation explores everything from the loneliness of firm ownership to getting a seat at the table without being labeled "emotional," and highlights three of the most important educational opportunities of the year.SponsorsForwardly - https://www.forwardly.com/shecountsJustine Lackey's The Incubator - https://justinelackey.com/registerKeeper - https://keeper.app/shecounts/(00:00) - Welcome to She Counts (01:55) - Meet the Powerhouse Women (04:55) - Nancy and Questian's First Meeting Story and Conferences (08:55) - Spotlight on Wave Conference (09:58) - Spotlight on Women Who Count Conference (12:39) - Spotlight on Advisory Amplified Tour (21:09) - Unique Aspects of Each Conference (25:24) - Community and Collaboration (30:00) - Expanding the Event Beyond the Day (37:22) - Vendor Involvement in Conferences (43:56) - Challenges and Misconceptions in Women-Led Conferences (48:42) - The Importance of Women-Led Conferences (56:40) - Topics Women in Accounting Want to Discuss (01:01:43) - The Impact of Women's Conferences (01:03:02) - Conclusion and Call to ActionResourcesMadeline Reeves on LinkedIn - https://www.linkedin.com/in/madelinefearless/Sharrin Fuller on LinkedIn - https://www.linkedin.com/in/sharrinfuller/Erin Pohan on LinkedIn - https://www.linkedin.com/in/erinpohan/Advisory Amplified - https://www.advisoryamplified.com/Women Who Count - https://www.afwa.org/women-who-count/WAVE - https://cec4-erin.systeme.io/0cc9baddTwyla Verhelst on LinkedIn - https://www.linkedin.com/in/twylav/Twyla & Byron’s AI class - https://learn.tbacademy.ai/coursesCindy Schroeder on LinkedIn - https://www.linkedin.com/in/brightbooks/Bookkeeping Buds - https://www.bookkeepingbuds.com/Carla Caldwell on LinkedIn - https://www.linkedin.com/in/carlacaldwell/Mariette Martinez on LinkedIn - https://www.linkedin.com/in/mariettemartinez/Bridging the Gap Conference - https://www.btgconference.com/Join Our LinkedIn Page!https://www.linkedin.com/company/she-counts-podcastSubscribe on YouTubehttps://www.youtube.com/@SheCountsPodcastFollow She Counts on IGhttps://www.instagram.com/shecounts.show/Connect with Nancyhttps://www.thedancingaccountant.com/https://www.linkedin.com/in/nancy-mcclelland-cpaConnect with Questianhttps://www.reqoncilefinancials.com/https://www.linkedin.com/in/questian-telka-ea-78383666Thank you to our sponsors!https://www.forwardly.com/shecountshttps://womeninaccounting.ignitionapp.com/https://keeper.app/shecounts/Earn CPE for Listening to This Podcasthttps://www.earmark.app/This podcast is a production of Earmark Media
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    1 時間
  • Build The Business You Really Want

    Build The Business You Really Want
    2025/09/10
    Justine Lackey thought she wanted to build a million-dollar bookkeeping firm – until she recognized the roadmap to get there was literally causing her physical pain. She realized that chasing revenue without building systems creates a "runaway bus" business, and rebuilt her company to harness sustainable growth and serve clients better. She shares the difference between vertical growth (more clients, more money) and lateral growth (better processes, stronger foundation) and reveals the mindset shift that helped her see her firm as a sellable asset… and why she now teaches other women to define success on their own terms.SponsorsForwardly - https://www.forwardly.com/shecountsJustine Lackey's The Incubator - https://justinelackey.com/registerKeeper - https://keeper.app/shecounts/(00:00) - Welcome to She Counts (02:58) - The Accidental Virtual Bookkeeper (05:38) - Learning What You Actually Want (08:08) - The Biggest Mistakes: Lack of Clarity and External Pressure (12:08) - The Road to 3 Million and Physical Pain (16:38) - Ethical Leadership and Hard Conversations (21:02) - Client Relationships and Being Nice (25:12) - Lateral Growth vs Vertical Growth (30:52) - What Happens When You Skip the Foundation (36:13) - Every Firm Owner Wants Help (40:13) - Technology as People: Finding Your Fit (46:13) - Building an Asset You Can Sell (53:10) - The Modern Firm Challenge (58:50) - Where to Find Justine and Final ThoughtsResources:Justine Lackey on LinkedIn - https://www.linkedin.com/in/justinelackey/The Modern Firm Challenge with Justine LackeyRedesign How You Work, Think, and Earn With This 5-Day, High-Touch Guided Experience September 15th - September 20th, 1-2pm ET on Zoom Register here - justinelackey.com/registerDay One The 5-Star Client Experience - Systemize the 4 steps to pristine, polished bookkeeping no matter what your client’s business is, or what their books look like Day Two Client Onboarding Secrets - My secrets for getting every client started on the right foot so they pay, stay, and do things YOUR way Day Three The Month-End Close Workflow - Learn to nail your month-end deadlines so you can stress less, and earn more. Day Four Pricing Confidence – Discover how to raise your rates without fear, attract clients who respect your value, and talk about pricing with ease. Day Five YOUR Business Breakthrough LIVE – Bring your top business challenge for rapid-fire 1:1 coaching. PLUS, discover my Two-Minute Tool to crush overwhelm and create a clear, step-by-step action plan—no matter what you’re facing.‘Ask a CPA’ free “Bookkeeper’s Guide to Annual Reviews” - https://www.thedancingaccountant.com/bookkeepers-guide-to-annual-reviews/Melissa Miller-Furgeson: “Defining & Attracting YOUR Ideal Client” - https://youtu.be/3TQl5jpGYjk?si=4c9pf3YOQCPjUGnz&t=989“Built to Sell: Creating a Business That Can Thrive Without You” by John Warrillow - https://www.goodreads.com/book/show/10075698-built-to-sellJoin Our LinkedIn Page!https://www.linkedin.com/company/she-counts-podcastSubscribe on YouTubehttps://www.youtube.com/@SheCountsPodcastFollow She Counts on IGhttps://www.instagram.com/shecounts.show/Connect with Nancyhttps://www.thedancingaccountant.com/https://www.linkedin.com/in/nancy-mcclelland-cpaConnect with Questianhttps://www.reqoncilefinancials.com/https://www.linkedin.com/in/questian-telka-ea-78383666Thank you to our sponsors!https://www.forwardly.com/shecountshttps://keeper.app/shecounts/Earn CPE for Listening to This Podcasthttps://www.earmark.app/This podcast is a production of Earmark Media
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