Explore every episode of the podcast Life First Accounting Firm
| Title | Pub. Date | Duration | |
|---|---|---|---|
| S1E1: Welcome to Starting Stories | 06 Apr 2026 | 00:08:12 | |
Subscribe to The 15 Hour Accountant Newsletter Erica Goode | LinkedIn Season 1: "Starting Stories" aims to highlight the experiences of accountants who started their own firms, emphasizing the possibility of success without sacrificing personal life. Erica Goode shares her journey and the intentional, life-first approach to accounting firm ownership, promising diverse and transparent conversations with guests. Takeaways
Chapters 00:00 Introduction to Starting Stories 06:13 Intentional Living in the Accounting Industry Content ID Code: CKKC2DILY76LPKKU | |||
| Starting Stories is coming soon! | 06 Mar 2026 | 00:02:44 | |
The Life First Accounting Firm podcast is kicking off Season 1: Starting Stories soon! Subscribe and Follow so you don't miss the first episode. DR3WQIFVMNBQRZVX | |||
| S1E5 Starting Stories: Using Upwork to Get Clients w. Katie Rau | 04 May 2026 | 00:33:16 | |
Subscribe to The 15 Hour Accountant Newsletter Get free CPE for this episode on Earmark ======== Katie Rau | Blessed Books LLC | LinkedIn | Facebook Resources Mentioned: The conversation covers the journey of starting a solo accounting practice, client acquisition through Upwork, work-life balance, long-term vision, and advice for aspiring entrepreneurs. Katie Rau shares insights into her experience and offers valuable advice for those considering a similar path in the accounting industry. Chapters 00:00 Introduction and Personal Update 11:19 Client Acquisition through Upwork 18:38 Work-Life Balance and Future Plans 26:22 Long-Term Vision and Business Growth 33:09 Advice for Aspiring Entrepreneurs Content ID Code: CKKC2DILY76LPKKU | |||
| S1E4 Starting Stories: Coming From a Non-Accounting Background w. Steve Nay | 27 Apr 2026 | 00:38:50 | |
Subscribe to The 15 Hour Accountant Newsletter Get free CPE for this episode on Earmark ======== Steve Nay | Daybreak Tax | LinkedIn Resources Mentioned: Business Strategies for CPAs podcast by Geraldine Carter National Association of Enrolled Agents Tax in Action podcast by Jeremy Wells All the Money in the World by Laura Vanderkam The conversation with Steve Nay covers his journey from a non-accounting background to starting a tax practice while working full-time. It explores the challenges and decisions involved in this transition, from becoming an enrolled agent to choosing tax software and managing the workload. The conversation covers the experience of balancing a side business with a full-time job, the growth and revenue of the business, client relationships, marketing, and the challenges of being a sole practitioner. It also provides advice for aspiring accountants coming from a different industry. Chapters 00:00 Meet Steve 11:26 Choosing Tax Software and First Clients 17:01 Experience and Expertise 23:30 Client Relationships and Marketing 28:47 Challenges of a Sole Practitioner Content ID Code: CKKC2DILY76LPKKU | |||
| S1E3 Starting Stories: Building a Firm During Maternity Leave w. Savannah Reynolds | 20 Apr 2026 | 00:42:23 | |
Subscribe to The 15 Hour Accountant Newsletter Get free CPE for this episode on Earmark ======== Resources Mentioned: The 15 Hour Accounting (Erica’s free ebook)
Savannah Reynolds shares her journey from a corporate controller role to starting her own firm. She discusses the challenges of balancing motherhood, career, and entrepreneurship, as well as the lessons learned from her experiences. Savannah Reynolds discusses her experience transitioning from corporate accounting to running her own accounting firm, the challenges of setting pricing and finding the right clients, the impact of working from home on work-life balance, and the value of flexibility and autonomy in her new role. Chapters 00:00 Career Transition and Corporate Dissatisfaction 07:30 Maternity Leave and Business Setup 14:37 Service Offerings and Client Engagement 20:08 Monthly Clients and Disjointed Work 25:21 Unwinding Corporate Habits 32:06 Learning and Experimentation 38:24 Career Transition and Encouragement Content ID Code: CKKC2DILY76LPKKU | |||
| S1E2 Starting Stories: Buying a Tax Firm w. Logan George | 13 Apr 2026 | 00:42:12 | |
Subscribe to The 15 Hour Accountant Newsletter Get free CPE for this episode on Earmark ======== Resources Mentioned: Logan George | High Peak Accounting | LinkedIn The conversation covers Logan George's journey from being an employee to becoming a business owner, including the challenges and growth experienced in the first year of business. It explores his transition to entrepreneurship, merging and partnering with a firm, and the process of purchasing a tax practice. Additionally, it delves into the experiences and lessons learned during the first year of business and the subsequent growth. The conversation delves into the challenges of making tough business decisions, emphasizing the importance of flexibility and balance as key motivations. It also explores the natural human desire for growth and progress, even in a state of contentment. Chapters 00:00 Introduction and Background 05:07 Growth and Merger 11:01 Financial Considerations 17:09 Business Growth and Transition 22:28 Revenue and Workload Management 29:27 Motivation and Enjoyment of Work Content ID Code: CKKC2DILY76LPKKU | |||