Let's Redesign Accounting - From Burnout to Balance
I speak to firm owners and accountants across the country about what it really takes to modernize your practice—without losing your health, sanity, or freedom along the way.
Speaking Topics Include:
Workflow Systems & Automation
From Highlighters to Financial Cents: How I Rebuilt Our Firm’s Workflow
Learn how I transformed an outdated, manual system into a tech-forward engine for profitability and freedom.
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What I Automate—and What I Don’t
Not all automation is created equal. Here’s how to strategically implement the right tools without losing the human touch.
Modern Firm Design & Pricing
How I Built a 6-Figure Firm Without Nights or Weekends
The story of building a lean, lucrative firm that supports my life—not consumes it.
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Raising Prices with Confidence (and Keeping Clients)
A tactical session on shifting your pricing mindset, communicating value, and creating scalable service tiers.​​​
Boundaries & Client Management
Offboarding Difficult Clients Without Drama
A step-by-step framework for clearing space in your calendar—and your mind—by releasing energy-draining clients.
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Redesigning Your Firm Around Ideal Clients Only
The secret to building a client roster that energizes you, respects your boundaries, and pays your worth.​​
Work-Life Balance & Remote Leadership
Running a Firm While Traveling the World
Yes, you can lead a firm and live a full life. I’ll show you how I created a business that lets me explore, recharge, and still deliver great work.
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Lessons from Designing My Firm Around My Life
Freedom isn't a fantasy. Here’s how I built a practice that supports family time, travel, and health—without sacrificing success.
Mental Health & Burnout Recovery
Burnout Isn’t a Badge of Honor—Here’s What to Do Instead
You’re not lazy. You’re likely overwhelmed. Let’s talk about the hidden costs of overwork and the systems that lead to lasting change.​​​​​​​​