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The Accounting Edit
The Accounting Edit
18 episodes
1 week ago
The Accounting Edit is where real conversations meet real numbers. Hosted by two women accounting firm owners, we’re pulling back the curtain on what it’s actually like to build a modern accounting practice—while helping small business owners make sense of their finances. Whether you’re a fellow firm owner, a service-based entrepreneur, or just curious about the behind-the-scenes of running a business, you’ll find honest insights, practical advice, and plenty of moments that make you feel like you’re not alone.
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Entrepreneurship
Business
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All content for The Accounting Edit is the property of The Accounting Edit and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
The Accounting Edit is where real conversations meet real numbers. Hosted by two women accounting firm owners, we’re pulling back the curtain on what it’s actually like to build a modern accounting practice—while helping small business owners make sense of their finances. Whether you’re a fellow firm owner, a service-based entrepreneur, or just curious about the behind-the-scenes of running a business, you’ll find honest insights, practical advice, and plenty of moments that make you feel like you’re not alone.
Show more...
Entrepreneurship
Business
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5. A Week in the Life: What We’re Really Doing
The Accounting Edit
38 minutes 33 seconds
6 months ago
5. A Week in the Life: What We’re Really Doing

In this conversation, Leah and Aminder discuss their experiences with work-life balance, the challenges of preparing for the CPA exam, and the growth of their businesses. They share insights on the importance of organization, delegation, and maintaining a healthy work-life balance while navigating the demands of being small business owners. The discussion also touches on vacations and how personal experiences can influence professional life.


Key Takeaways


• Aminder emphasizes the importance of balancing client work and business strategy.

• Leah shares her experience of easing into the week without a strict schedule.

• Both speakers highlight the significance of taking breaks and enjoying nature.

• They discuss the challenges of preparing for the CPA exam and the need for structured study time.

• Aminder mentions the importance of planning and organization in managing client work.

• Leah reflects on the flexibility of being a business owner compared to corporate life.

• They talk about the necessity of delegation as businesses grow.

• Aminder shares her approach to using work blocks and checklists for productivity.

• Leah expresses the joy of using a planner and colored pens for organization.

• Both agree on the subjective nature of business management and the importance of finding what works for them.


Website: TheAccountingEdit.com


Aminder's Links:

Website: sequoia-cpa.com

Instagram: @sequoiacpa

LinkedIn: linkedin.com/company/sequoia-cpa


Leah's Links:

Website: orca-accounting.com

Instagram: @orcaaccounting

LinkedIn: linkedin.com/in/leahmccool


Chapters

 

00:00 Introduction

06:51 Weekly Planning and Structure

11:26 Balancing Work and Personal Life

15:34 Evolving Work Schedules and Business Growth

21:43 The Balancing Act of Business Operations

23:11 Evolving Client Work and Marketing Strategies

25:25 The Importance of Delegation in Business Growth

27:06 Evaluating Opportunity Costs in Business Decisions

28:00 Structuring Your Work Week Effectively

31:32 Organizational Tools and Techniques for Efficiency

36:34 Conclusion


Keywords: Work-life balance, CPA exam, business growth, delegation, client management, organization, productivity, small business, accounting, entrepreneurship, accounting

The Accounting Edit
The Accounting Edit is where real conversations meet real numbers. Hosted by two women accounting firm owners, we’re pulling back the curtain on what it’s actually like to build a modern accounting practice—while helping small business owners make sense of their finances. Whether you’re a fellow firm owner, a service-based entrepreneur, or just curious about the behind-the-scenes of running a business, you’ll find honest insights, practical advice, and plenty of moments that make you feel like you’re not alone.