WOMEN IN ACCOUNTING

Loren Fogelman: Stop Undercharging and Start Being Client-Centered

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Stop letting your business and career “suck the life out of you.”

This video is a preview. The complete video episode, with commentary and transcript, is first available exclusively to PRO Members. The podcast version will be available everywhere you get your podcasts.


The Disruptors
With Liz Farr

Loren Fogelman is on a mission to help accountants and bookkeepers build businesses that “don’t suck the life out of you.” As Fogelman says, “How much can you actually give up your personal life before it’s not sustainable any longer?”

MORE PODCASTS and VIDEOS: Dawn Brolin Says Grow Your Firm by Shrinking It | Jason Blumer & Julie Shipp: Move Leaders Out of Client Service | James Graham: Drop the Billable Hour and You’ll Bill More | Karen Reyburn: Fix Your Marketing and Fix Your Business | Giles Pearson: Fix the Staffing Crisis by Swapping Experience for Education | Jina Etienne: Practice Fearless Inclusion | Bill Penczak: Stop Forcing Smart People to Do Stupid Work | Sandra Wiley: Staffing Problem? Check Your Culture | Scott Scarano: First, Grow People. Then Firm Growth Can Follow |

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According to Fogelman, a keynote speaker and one of America’s top-ranked business coaches for Business Success Solution, “At least 57% of firm owners are undercharging for their services.” She encourages professionals to double or even triple their fees, which frees up time so they can provide client-centered services and “go back to the gym or spend more time with your family or take that much-needed vacation.”

The highly-sought business coach has several methods her clients use to earn more, work less, and have more quality time for themselves.

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Amber Setter: Coaching Helps Resolve the Tension Between Safety and Purpose

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Safety’s knowing you can pay the bills. Purpose is knowing there’s something more.

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The Disruptors
With Liz Farr

Amber Setter, the chief enlightenment officer for Conscious Public Accountants, started out as a Type A overachiever CPA, but after a few busy seasons, she realized that she “didn’t want to be an accountant anymore.”

 

MORE PODCASTS and VIDEOS: Blumer CPAs: Move Leaders Out of Client Service | James Graham: Drop the Billable Hour and You’ll Bill More | Karen Reyburn: Fix Your Marketing and Fix Your Business | Giles Pearson: Fix the Staffing Crisis by Swapping Experience for Education | Jina Etienne: Practice Fearless Inclusion | Bill Penczak: Stop Forcing Smart People to Do Stupid Work | Sandra Wiley: Staffing Problem? Check Your Culture | Scott Scarano: First, Grow People. Then Firm Growth Can Follow | Jody Padar: Build a Practice that Works for You, Not Vice-Versa | Ira Rosenbloom: With M&A, Nobody Wants a Fixer-Upper | Peter Margaritis: The Power Skills Every Accountant Needs | Joe Montgomery: Find the Sweet Spot of the Right Clients, Right Services and Right Prices | Marie Green: Your Bad Apples Are Ruining You | Megan Genest Tarnow: Hire for Curiosity Rather Than Compliance |

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Today she’s an executive leadership coach for accountants, helping them transform their lives and careers.

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MOVE Announces Best Firms for Women, Best Firms for Equity Leadership

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Pinched between immediate capacity shortfalls and applying talent to innovation, firms are crafting new ways to recognize and reward women’s resilience.

By Bonnie Buol Ruszczyk

You can’t go the distance on an empty tank.

It takes pacing, re-fueling and constant systems checks to achieve long-term goals, for both accounting and advisory firms and women in the profession. Individual career sustainability is essential for firm growth – and vice versa.

In the recently released 2023 Accounting MOVE Project report, a talent-starved profession receives a fresh influx of strategies and inspiration for investing in the women it must attract and retain to achieve short goals and survive long-term. With nearly 75% of accounting firm leaders eligible for retirement, and accounting degree college enrollment continuing to drop, the profession is at a crossroads. It is more important than ever for firms to find ways to attract and retain employees to not only meet increasing client needs, but to simply survive. So, what are firms that are outpacing the industry doing differently?

MORE: Jina Etienne: Practice Fearless Inclusion | CSR for CPAs: The Missing Ingredient | New Study: Embracing Diversity in Accounting |Why the Diversity Problem Won’t Be ‘Fixed’ |Sponsorship Might Keep Talent from Exiting | New Study: Embracing Diversity in Accounting
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The Accounting MOVE Project report finds firms embracing the new super skill of career sustainability are rising to the occasion. For women, career sustainability addresses the capacity to maintain motivation and energy at every step, while rebalancing the personal and professional with each engagement. For firms, it engenders a leadership culture, defining new capabilities, qualifications, and measurements for unmapped growth. And for both, this super skill is the ability to “skate to where the puck is” on slanted ice through upended physics. Through it all, mutual respect and collaboration remains paramount, the inescapable legacy of the workplace upheaval brought on by the pandemic.

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Heather Satterley: You’ve Got to Meet People Where They Are

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Stop saying yes to everything and start saying yes to yourself.

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See The Disruptors

The Disruptors
With Liz Farr

Heather Satterley is well-known for being an accounting tech expert. But tech isn’t the only skill accountants need today and for the future. “You can have great technology skills, but if you don’t have people skills and those softer skills, that’s going to be a problem,” she said.   

MORE PODCASTS and VIDEOS: Bill Penczak: Stop Forcing Smart People to Do Stupid Work | Sandra Wiley: Staffing Problem? Check Your Culture | Scott Scarano: First, Grow People. Then Firm Growth Can Follow | Jody Padar: Build a Practice that Works for You, Not Vice-Versa | Ira Rosenbloom: With M&A, Nobody Wants a Fixer-Upper | Peter Margaritis: The Power Skills Every Accountant Needs | Joe Montgomery: Find the Sweet Spot of the Right Clients, Right Services and Right Prices | Marie Green: Your Bad Apples Are Ruining You | Megan Genest Tarnow: Hire for Curiosity Rather Than Compliance | Clayton Oates: One Way to Keep Clients for Life | Randy Crabtree: Follow These Three Rules to Keep Employees Happy | Erik Solbakken: Yes, You Can Work Less and Make More | Donny Shimamoto: Future Firm Growth Requires a Mindshift | Jennifer Wilson: Empower Young Workers to Build the Firm Everyone Loves | Mike Whitmire: Re-Think Your Hiring and Training Practices | Hector Garcia: Success Strategies of a Quickbooks YouTube Superstar | Blake Oliver: Why Tax Work Yearns To Be Free| Private Equity Explodes in U.K. | Brannon Poe: The Status Quo Must Go  | Accounting Nerds, Unlock Your Super Powers  | Disruptor: Jason Statts Shakes Up the Status Quo | Think Small to Think Big with Matt Wilkinson | When Financial Statements Go Extinct with Corey Schmidt | Can Geraldine Carter Save Accountants from Themselves? | Re-Inventing Accounting with Tyler Anderson

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One of those softer skills that will be a key skill for the future is problem-solving, which requires keeping an open mind to “look at not just facts and figures, but look at tools, resources, people and pull them all together,” she explained. No one can be an expert at everything, so having “a wide network of really awesome professionals” is vital for filling in any gaps “to get the job done.”  

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Four Tips for Tough Times

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Calm balanced businessman sitting outdoors on bench in Yoga lotus pose meditating, with office building and blue sky in backgroundChange your thinking to prevail over the most difficult circumstances.

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

Perseverance is a skill that anyone can learn to not only survive, but thrive through life’s curves. When adversity strikes, it’s not what happens to you but how you respond to what happens to you that has the greatest impact on your life.

MORE: Now’s the Time to Clean Up Your Email List | Transform Your Marketing with CRM | Five Kinds of Small Thinking | Five Tests: How Open Are You to Change? | Maybe Price Isn’t the Problem | Three Thoughts for a Quiet Morning | The Seven-Step Plan for Marketing by Spreadsheet | Beyond QuickBooks: Wowing Your Clients | 11 Ways to Boost Billings and Impress Clients
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Here are four specific ways you can change your thinking to persevere in the toughest of circumstances.
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