Claim OwnershipAccounting with Confidence Podcast
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© 2025 Accounting with Confidence Podcast
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Owning and running an accounting, bookkeeping or tax office can be challenging. The industry was built on long hours, constant deadlines, and high stress levels. Times have changed and so should you! The Accounting with Confidence Podcast, hosted by Beth Whitworth, CPA, provides insight into areas of firm ownership including mindset, skills, technology, team and systems. With humor and grace, Beth shares the good, the bad, the ugly and the excellent of being in the accounting business. This weekly podcast will give you the coaching you need to get through it all.
60 Episodes
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Send Beth a text! 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 m...
Send Beth a text! 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 se...
Send Beth a text! 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 prac...
Send Beth a text! 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...
Send Beth a text! 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 no...
Send Beth a text! 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...
Send Beth a text! 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, su...
Send Beth a text! In this episode, I discuss the importance of shifting the accounting industry from a transactional focus to a relationship-based approach. By understanding the 'why' and 'how' behind business activities, accountants can add more value to their clients, helping them navigate both personal and professional challenges more effectively. I share my journey, the importance of core values, and practical steps on how firms can build stronger, more empathetic relationships with their...
Send Beth a text! In this episode, I take you on a personal journey to the SCCA Solo Nationals, where I participate in autocross racing alongside my family. I share my experiences, challenges, and the thrill of competing, everything from tire changes to racing in unpredictable weather. I reflect on the highs and lows of the event, the joy of spending quality time with my daughter, and the personal satisfaction of competing against myself. Join me for a behind-the-scenes look at my passion for...
Send Beth a text! In this episode, I celebrate reaching episode 50 and share the journey of building a business I love. I revisit the goals set for 2025, including implementing a comprehensive marketing plan and standardizing processes within the firm. I discuss the challenges and progress made towards these goals, reflecting on the importance of delegation and consistency. Additionally, I provide updates on personal life, such as racing events and quilt projects, emphasizing the significance...
Send Beth a text! In this episode, I share three of my favorite tools that I use daily to enhance my productivity and organization. I discuss the Full Focus Planner, a game-changing tool from Michael Hyatt for managing time and setting goals; the Remarkable, an electronic note-taking device that helps keep my notes organized and easily accessible; and the Sidetrack, a portable monitor extender for my laptop that significantly boosts my efficiency, especially when I'm on the go. Tune in to lea...
Send Beth a text! In this episode, I discuss the significant changes in tax legislation following the newly passed bill. I provide an overview of updates that impact individuals, including the extension and modification of provisions from the Tax Cuts and Jobs Act of 2017. Key topics include standard deductions, personal exemptions, child tax credits, mortgage interest deductions, and tips and overtime tax breaks. I also highlight additional changes such as charitable contribution deductions,...
Send Beth a text! In this episode, I share Part 1 of my review of the recent tax legislation passed by Congress. The One Big Beautiful Bill Act (OBBBA), passed in early July, is the biggest tax legislation since the pandemic. In Part 1, I break down the biggest items impacting Small Businesses including: bonus depreciation, the extension and permanence of the QBI deduction, overtime and tip changes, charitable contribution changes for corporations, and the change in the 1099 reporting require...
Send Beth a text! In this episode I discuss the controversial topic of time tracking in accounting firms. Drawing from my years of experience, I challenge the industry standard of tracking time by client and argue for a focus on outcomes rather than hours. I share my journey from time tracking to adopting value-based billing, and how this shift has improved efficiency and profitability in my firm. I also address common concerns from peers and provide insights on managing team workload without...
Send Beth a text! In this episode, I share my journey of integrating the proposal and payment acceptance platform, Ignition, into my CPA firm. I discuss the numerous challenges I faced with the old system, which involved using Microsoft Word, Excel, Adobe, QuickBooks, and various other platforms to manage proposals, agreements, and billing. The cumbersome and disjointed process often led to procrastination and inefficiencies. However, after adopting Ignition in 2021, I was able to streamline ...
Send Beth a text! In this episode I share my experiences managing and leading a remote team. I discuss the evolution of my firm from an in-person to a fully remote team, the challenges we faced, and the strategies we implemented to overcome them. Key topics include the importance of clear communication channels, leveraging technology, and maintaining personal connections with team members. I also reflect on the benefits of remote work, such as increased productivity and flexible work ho...
Send Beth a text! In this episode, I discuss the challenges of deciding who to hire next to help move your business forward. Drawing inspiration from Theresa Lowe’s teachings, I share two key strategies: creating an org chart based on roles and responsibilities, and conducting a detailed time audit to see where my time is spent. These steps helped me identify the 'domino person' I needed to hire to relieve stress and optimize efficiency. Join me as I walk you through these techniques and prov...
Send Beth a text! In this episode, I provide an in-depth recap of my experience at the Scaling New Heights conference in Orlando. From attending inspirational sessions and networking with other professionals to sharing personal anecdotes and obtaining awards, this four-day event was transformative for both my business and personal growth. Listen in to hear how the conference helped shape our firm's strategic planning and why it's important to find your tribe in the accounting industry. Geni W...
Send Beth a text! In this episode of Accounting with Confidence, I share our journey of adding an alternative to QuickBooks Desktop and QuickBooks Online to Xero, a cloud-based accounting solution. Discover the benefits and challenges we faced, the reasons behind our decision, and how Xero has streamlined our processes. Learn about the key features of Xero, including their integration with payroll and advanced reporting tools. Whether you're considering moving away from QuickBooks or just loo...
Send Beth a text! In this episode of Accounting With Confidence, I share my personal journey and experiences with coaching in the accounting industry. From the initial reluctance and skepticism to the transformative impact, I delve into why having a coach has been pivotal in my professional growth and business success. I discuss the various types of coaching available—group, individual, and specific business areas—and provide insights on how to find the right coach for your needs. I emphasize...
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