I’m the head of the accountant channel for FreshBooks. I'm based out of Calgary, Alberta, Canada. We talked about being intentional in your modern firm, but we didn't leave people with, what will that look like for them, and how do they actually decipher and distill down to the point of being able to put this into practice inside of their firm? I love that conversation that we had with Kristen. So, Twyla, would you mind introducing yourself briefly for our listeners, and then also, give us an overview of what we’re going to do today? And we're going to talk about, how do we actually do this? You've prepared a method for this that we're going to try, and I'm really eager to give it a shot. And Andrea is going to share about her firm. We didn't really dig into it all that much though we talked about it from a high level.Īnd today, we're going to do something very exciting, which is we're going to actually dig into the how of it. It means choosing what kind of firm you want to be, the type of clients that you want to attract. What does that mean? It means defining your values. I'm happy to be here.īlake Oliver: So, in our last episode, Twyla, we were talking with Kristen Keats about being intentional in your modern firm from a high-level perspective. Andrea, thanks for joining us and being our subject for today's experiment.Īndrea MacDonald: Hey Blake, thank you so much. I'm happy to be back.īlake Oliver: And our special guest today is Andrea MacDonald, CPA. I am Blake Oliver, CPA, and we're back for part two in our series: being intentional in your modern firm. Work better together with FreshBooks.īlake Oliver: Hello, and welcome to the Earmark Podcast. Visit /accountants to become a FreshBooks accounting partner or sign up to their newsletter to learn more. They have a new certification training program for accounting professionals that will make you an expert in no time. And if you're concerned about getting to know a new piece of technology, don't fret. They also offer one-on-one onboarding for you and your clients. You'll feel right at home with features like bank feeds, financial reporting, journal entries, and an easy-to-use interface. That's where FreshBooks comes in.įreshBooks is not only built for owners, but also, for accountants to work with owners. But imagine if you could provide them with a platform that's intuitive and easy to use. You need to collaborate with your clients, and that can become pretty complex. Thank you to our sponsor, FreshBooksīlake Oliver: As an accountant, there's no way around it. And I think then that's the intention of you at least say that you've got the joy, and you're bringing the two together, then it'll all fall into place, and you'll be able to show your clients what that looks like and feels like. And we often most say, show, don't tell, which means that you can say that you have joy, but not have joy. But then I set about proving it, and then they usually come around. And when I share this with people, they look at me like I'm crazy. That's not something that people commonly associate.Īndrea MacDonald: They really don't. Blake Oliver: I love the fact that you are combining joy and accounting services.
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