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