The Fulfilled Accountant

What does it take to be successful in accounting? What is a successful career path and what is it like on the way and when you get there?

Whatever you answered is likely what is making you miserable a…

Are you always looking for a better morning routine while also feeling like you just can't (or don't want to) deal with it?

This is your episode.

I'm sharing 3 simple steps to create an easy morning ro…

Working too many hours, never having enough time for it all. 

It's the story of almost every person working in accounting and finance at least part of the year.

And sadly, it's a story most people don'…

One of the top complaints I hear from the accountants I coach (and my accounting friends)  is that there is never enough time. 

You want to get all the things done, and feel like a successful, skilled…

Ditch the pressure and negative basis of New Year's Resolutions and set yourself up for a year you actually want.

And get some tips from my 12 year old son who sometimes is wise way beyond his years. 

…

Everyone judges their clients at some point, in some way. It’s just human nature. 

What you do with that judgment, how it guides your work, and how you feel at work and after work is what matters.

Toda…

Do you have a reliable process for making decisions?

It sounds so logical and simple, but most of us are flying blind and hoping for the best when we make decisions. 

We think our process is great, esp…

Today I’ve invited my client, Laura Roeder, onto the podcast to talk about business, entrepreneurship, mindset coaching, and using tools that make your business easier.

Laura is a successful serial e…

Recently I’ve been covering several aspects of setting goals, planning for the next year, and setting yourself up for the future you want. 

I've  shared several strategies and actions you can take to …

Today we’re talking about how to use specific metrics in setting goals for yourself and your firm so that you steer yourself to the success and fulfillment you actually want.

Instead of going through …

While you probably would never consciously expect your employees to read your mind, almost every manager and business owner is actually expecting exactly that at some point every day.  

It confuses th…

Growing your accounting or financial services firm can be incredibly challenging, frustrating, and downright painful some days. 

You've managed to get this far, but what  does it actually take grow to…

You know how every year you make these great plans to do better next year? Not just to exercise more or drink more water.

I'm talking about plans to improve and grow your firm. 

To change your pricing.…

Today we’re talking about marketing your small financial services firm or practice. 

Marketing isn't usually on my financial clients' list of favorite topics, but it really is one of the most importan…

How do you get motivated to do all the things you need to do every day?

I'm talking big projects, small mundane tasks, working out, even just getting out of bed some mornings.

Motivation is not automat…

Today I'm talking about a question that I think a lot of smart financial pros struggle with, but that isn’t addressed publicly or constructively very often.

That question is this: How do I reconcile w…

The question of whether you’re doing enough at work seems to weigh heavily on many financial pro’s minds. 

And it is closely aligned with a general feeling of being behind most of the time. 

Your to do…

Why are you always so busy? That's just how it is in accounting and finance right? 

Is that true? 

Being busy is like a badge of honor in the accounting and financial world. 

But the long term impact of…

You may think that all your value comes from knowing the rules, crunching the numbers, and being an expert with all the analytical skills. 

Those are great, but if you can't communicate what you know …

In the world of finance and accounting, there’s a so much pressure for perfection in your work. There is not a lot of room for error. 

You expect yourself to know the answer to anything and everything…