Shows
UnbalancedWhen the client you can’t afford to lose is the one you need to let go with Ryan PageThe afternoon Ryan Page turned in his notice at his day job, his biggest client told him they were moving on. Months later, he walked away from a large CFO engagement himself, and the very next week his second biggest client paused. Ryan, founder and CEO of Back Pocket CPA, works primarily with female-led creative agencies. He joins Sam and Candy to talk about what it takes to keep going when the business is suddenly cut in half. He shares why he made the leap to full-time ownership twice, how the birth of his son pushed him to stop...
2026-10-2744 min
UnbalancedThe owner who cut his firm in half and got happier with Ian VacinOne firm owner told Ian Vacin he went from 16 people down to eight and was the happiest he’d ever been, while also making more on gross profit. That story is at the heart of this conversation with Sam and Candy. Ian, co-founder of Karbon, talks about the book he co-wrote with Jason and its core idea: scale doesn’t mean becoming the biggest firm. It means deciding what you actually want. He explains why firms tend to hit plateaus that often start around eight to twelve people, and why the business becomes independent of its founder once it pass...
2026-10-2045 min
UnbalancedThe boundary clients never knew they were crossing with Tammie Schmidt"There are no accounting emergencies." That's the mantra Tammie Schmidt repeats when it feels like a lion is chasing her through every email, deadline, and 24-hour follow-up. Tammie runs Rogue Solutions Accounting, an eight-person bookkeeping and financial statement firm in southern Oregon with a strong nonprofit focus. Ten years in, she reached a point where she would rather not be in business than keep working with clients who yell at her staff.In this episode of Unbalanced, Sam and Candy talk with Tammie about how her boundaries took shape, why most clients adjust once they actually hear...
2026-10-1340 min
UnbalancedWhat changed when his operations hire became a co-owner with Jason BlumerJulie Ship started out helping Jason Blumer fix a few broken things in his firm. She was so good at it that she eventually became his partner, and that's when the opinions she'd been keeping to herself started coming out. She reminded him she was an owner now, and Jason realized he had a choice to make. Jason, CEO of Thrival, joins Sam and Candy to talk about the growing up he had to do once partnership stopped meaning "help me do what I want to do." He shares how he and Julie divided their roles as visionary and...
2026-10-0654 min
UnbalancedReinventing a 25-year career in the age of AI with Amy NubsonWhen Amy Nubson noticed the rates she could charge had dropped back to where they were twenty-five years ago, she realized something fundamental had shifted in her industry. On this episode of the Unbalanced Podcast, hosts Sam and Candy talk with Nubson, who runs two firms, New Fire Collective and Women Getting Visible, about what happens when artificial intelligence starts competing on price and speed instead of substance. Nubson explains how she moved from running a marketing agency to becoming a growth strategist, often discovering that what looked like a marketing problem was really a breakdown in client retention...
2026-09-2941 min
UnbalancedThe unfair advantage she says most founders won't admit to with Kate JohnsonKate Johnson almost didn't say it out loud: having a stable, supportive spouse gave her an advantage she calls uncalculable, and she wanted her audience to hear that plainly. Kate owns Heritage Business Services, a bookkeeping firm she niched entirely around one accounting software, and she built a free community, including a Facebook group and YouTube channel, to help other bookkeepers consider entrepreneurship. She also started the Accounting Cornerstone Foundation, which sends first-time attendees to accounting conferences on scholarship. In this conversation, Kate talks about the reluctant path that led her from corporate finance and military moves into running...
2026-09-2240 min
UnbalancedThe pricing shift that doubled her business without new clients with Jessica FoxJessica Fox still remembers waking up at 3:30 in the morning in a cold sweat, convinced she'd forgotten something for a client, only to find she'd already done it. She just had nowhere to prove it. That moment became a turning point for Jessica Fox, owner of Florida Virtual Bookkeeper, who rebuilt her business around documentation, workflows, and a plan for what happens if she can't show up one day. In this conversation, Jessica talks candidly about downsizing from a team back to working solo, why it took years for value-based pricing to finally click, and how a membership service...
2026-09-1547 min
UnbalancedWhat eight hour interrogations taught him about building trust with Mark O'RiordanMark O'Riordan once landed back in Detroit less than 48 hours after attending Nelson Mandela's funeral, only to be called in the next morning to help work a homicide case. That whiplash defined his eleven years with the Secret Service, much of it spent as a polygraph examiner conducting hours-long interrogations. In this conversation, Mark talks about leaving federal law enforcement to build New Mountain Investigative Services, focused on investigative interviewing and communication training for corporate professionals. He and hosts Sam and Candy dig into the shift from law enforcement intensity to entrepreneurial uncertainty, why rest doesn't come naturally after...
2026-09-0852 min
UnbalancedThe pricing shift that doubled her business without new clients Jessica FoxJessica Fox still remembers waking up at 3:30 in the morning in a cold sweat, convinced she'd forgotten something for a client, only to find she'd already done it. She just had nowhere to prove it. That moment became a turning point for Jessica Fox, owner of Florida Virtual Bookkeeper, who rebuilt her business around documentation, workflows, and a plan for what happens if she can't show up one day. In this conversation, Jessica talks candidly about downsizing from a team back to working solo, why it took years for value-based pricing to finally click, and how a membership service...
2026-09-0147 min
UnbalancedWhat eight hour interrogations taught him about building trust with Mark O'RiordanMark O'Riordan once landed back in Detroit less than 48 hours after attending Nelson Mandela's funeral, only to be called in the next morning to help work a homicide case. That whiplash defined his eleven years with the Secret Service, much of it spent as a polygraph examiner conducting hours-long interrogations. In this conversation, Mark talks about leaving federal law enforcement to build New Mountain Investigative Services, focused on investigative interviewing and communication training for corporate professionals. He and hosts Sam and Candy dig into the shift from law enforcement intensity to entrepreneurial uncertainty, why rest doesn't come naturally after...
2026-09-0152 min
UnbalancedThe lesson she wishes she'd learned before year two with Hope BrownHope Brown figured out one of her most important lessons in year two, and she is honest that it came later than it should have. Running a firm she never planned to open, she got so caught up in the work she loved that it nearly swallowed her whole. In this episode, she talks with Sam and Candy about balance, and why loving what you do is not enough if there is no core left for yourself. Hope runs Brown Business Solutions, a virtual firm based in Washington, D.C., known as the Tax Minded Bookkeeper. She shares how...
2026-09-0147 min
UnbalancedWhy more automation made accounting firms busier, not freer, with Ryan LazanisRyan Lazanis noticed something counterintuitive: the firms building the most elaborate AI automations were often the busiest, not the freest. In this episode, the founder of Future Firm and former owner of Zen Accounting, one of North America's earlier online accounting firms, joins Sam and Candy to talk about why fundamentals still matter more than the latest shiny tool. Ryan draws parallels between today's AI rush and the arrival of cloud accounting, which promised to automate everything and instead made firms busier than ever. He argues for doing less, not more: finding the one or two projects that move...
2026-08-2540 min
UnbalancedThe FBI raid that forced her to rebuild in three weeks with Jennifer ScottThe day before her husband was set to join the new company they had spent months building, Jennifer Scott opened the inbox to a reporter asking for comment on the arrest of the business owner behind it all. The FBI had raided the New York office. Overnight, a two-income family became a zero-income family, and the firm they had planned no longer existed. Jennifer runs HireEffect™, a client advisory services practice offering bookkeeping, payroll, HR, and recruiting to owner-run small businesses. In this conversation, she walks through rebuilding from roughly $7,000 a month and a single bookkeeper, why sh...
2026-08-1846 min
UnbalancedWhy relationships beat AI in accounting with Tyler OttoTyler Otto once fired a client in their first month, after a 6 p.m. Monday request to rebuild a cost segregation report by 8 a.m. the next day was followed by an all-caps email asking why nobody had responded yet. Tyler, who leads Specialized Accounting (a firm built around hotels, restaurants, and marinas) and hosts the UnAccountable Podcast, joins Sam and Candy to talk about the parts of running a firm nobody prepares you for. They get into the emotional toll of firing bad clients, how a staff survey tracking client goodwill turned into an actual hit list, why...
2026-08-1144 min
UnbalancedStop being a technician, start being an advisor with Trevor MyresWhen Trevor Myres admits his firm got better the more he stepped out of its way, it lands as an honest reckoning rather than a humble brag. On this episode, the owner of Myres CPA joins Sam and Candy to work through the parts of building a firm nobody warns you about: conducting his first interview with zero real management experience, learning that hiring for potential can quietly cost you, and discovering that delegation without follow-through is really just abandonment. Trevor also makes a clear case for why the profession is splitting into those who can build relationships and...
2026-08-0448 min
UnbalancedThe community she never planned to build, with Alicia Katz PollockAt a recent conference, Alicia Katz Pollock asked a room of one hundred accounting professionals to raise their hands if they had explored QuickBooks' newest features. Three hands went up. One was hers. In this conversation, Alicia, founder of Royalwise and a longtime QuickBooks trainer, unpacks why that gap matters: the software now does far more than it did eighteen months ago, and the recent price increases landed before most practitioners even knew what was new.She also reflects on the parts of her work she did not plan for, like the member community that became the...
2026-07-2847 min
UnbalancedPut down the bat: making peace with the mistakes, with Natalie BrowneNatalie Browne once went to make a $25,000 federal estimated tax payment and sent it to the state agency instead. She caught it, canceled it, and told the client. That kind of honesty runs through this conversation with the founder of Adding Technology, an accounting firm focused on construction and real estate. Natalie talks about the long road from solo bookkeeper to leader of a small team, and why letting people make their own mistakes is harder than quietly fixing everything herself. She gets into the pull of shiny new software, the vetting process her team now runs, and the...
2026-07-2150 min
Unbalanced Why lowering your price always costs you more with Michael CoronadoMichael Coronado of Pronto Advisors still remembers walking into a restaurant decades ago and asking how they closed out the register each night. The answer: someone opened it, took out the cash, and put it in the safe. No one ever counted it. That story sets the tone for a conversation about what happens when businesses skip the basics, whether it's cash controls, tax planning, or pricing.Michael runs Pronto Advisors, a family accounting and tax practice focused on real estate investors and property owners, a business his father started 35 years ago. He talks about taking over...
2026-07-1644 min
UnbalancedIf your client's name doesn't spark joy, fire them with Nicole DavisNicole Davis built her accounting firm without ever working in public accounting, and she will be the first to tell you how much she had to figure out the hard way. In this episode, Nicole shares what a scathing one-star review taught her about client experience, why she developed a "client match" tool to filter for fit before a relationship ever starts, and how a self-induced cash crunch after acquiring a payroll company turned into one of her firm's most important growth moves.Nicole talks openly about the emotional weight of firing employees, how an employment attorney...
2026-07-1642 min
UnbalancedFlat rates, firm boundaries, and running a firm with your spouse with Ray and Nicole NievesNicole Nieves didn't set out to run a firm on her own terms — she got there because her health demanded it. After years of pushing through long hours in New York, she found herself repeatedly hospitalized and forced onto medical leave. What came out of that hard stop was a set of policies most accounting firms still resist: documents due 30 days before the deadline, a standing Wednesday off, and a rule that if a client doesn't respond within 48 hours, they lose their place in the queue.In this episode, Ray and Nicole Nieves of NRN Financial Services ta...
2026-06-3048 min
UnbalancedGetting out of the weeds: fractional operators for accounting firms with Ashley ConnellAshley Connell spent a year having 60 one-on-one conversations with accounting firm owners before deciding to go all in on the profession. What she heard most often surprised her: loneliness. Not just the need for peers, but the need for someone inside the business they could actually talk to.Ashley is the founder of Prowess Project, which matches accounting firm owners with fractional operators, experienced operations professionals who embed in a firm and help the owner step back from running the day-to-day so they can focus on growing the business.In this conversation, Ashley breaks down...
2026-06-2453 min
UnbalancedWhen the rug gets pulled: rebuilding with intention with Rick MeekinsRick Meekins had built something real. Multiple companies running simultaneously, an engineer on staff, hands in product development, construction, and more. Then COVID hit, and almost overnight, everything stopped. What followed were months of debt, difficult conversations, and a slow reckoning with what comes next.In this episode, Rick, founder of Polaris Story and host of the Relentless Pursuit of Winning podcast, talks through what 30-plus years of entrepreneurship has actually looked like, including a restaurant that pushed him past his limits, a consulting business undone by forces outside his control, and a deliberate decision early this...
2026-06-2443 min
UnbalancedFrom bookkeeper to AI builder: what the profession needs to know with Jan HaugoJan Haugo spent 40 hours a week for over 18 months learning, building, and breaking AI tools outside the accounting industry because she felt what was available inside it wasn't enough. What she came back with wasn't a collection of tips for writing better emails. It was a system: general ledger error detection, 1099 audit checking, brand voice training, and over 80 operations built to match how accounting firms actually work.In this conversation, Jan walks through how she thinks about AI tool selection, why anonymizing client data matters more than avoiding AI altogether, and what it means to get 100 hours...
2026-06-0948 min
UnbalancedProblems are really opportunities if you think about it with Richard Soo HooA nonprofit's CPA said they didn't qualify. Their payroll company said the same. So did a second advisor. Richard Soo Hoo, owner of Richard Soo Hoo CPA and Associates, looked at the paperwork anyway, told everyone they were wrong, and three weeks later the organization had $425,000 in Employee Retention Tax Credits in hand.That story sits at the center of this conversation, but it's hardly the only one. Richard reflects on what it actually means to get a tax refund (hint: it's an interest-free loan to the government), what happens when in-laws compare your work to the...
2026-06-0241 min
UnbalancedCollaboration without competition: building better accounting firms with Richard Roppa-RobertsRichard Roppa-Roberts did not plan to start a business. He bought a house on October 11, 2014, and was laid off the very next day. What followed was an accidental entrepreneurial career that now includes two businesses, over 7,600 hours of live peer conversation, and a near-coma hospitalization that tested every contingency plan he had built.In this episode, Richard shares what he has learned running Quasar Cowboy and Roundtable Labs, including a simple calendar strategy for reclaiming time every month, how moving client communications entirely out of email changed the quality of his work, and why he believes collaboration without competition...
2026-05-2657 min
UnbalancedStop listening to what clients say they want with Ron StaufferRon Stauffer walked in the door after his second layoff, gave himself one afternoon to feel bad about it, and had a check in his hand by the next day. That mindset, combining deep curiosity with relentless relationship-building, is at the core of how he has run Leader Digital for eighteen years without spending a single dollar on advertising.In this conversation, Ron shares why most businesses asking for more website traffic actually have a broken sales funnel, and how asking the question behind the question changes everything. He talks about the gap between what clients say...
2026-05-1949 min
UnbalancedWhy your cash flow problem probably isn't what you think it is with David SafeerIn this episode, David joins Sam and Candy to talk about what really drives small business financial trouble, why the root cause is almost never what the owner suspects, and what it takes for accountants and bookkeepers to make the shift into genuine advisory work. They also get into the realities of building a first-year conference, why most accounting-adjacent advice stays frustratingly surface-level, and what it means to charge for work while you're still learning to do it.David is also hosting PIVOT, an intentionally small cash flow conference limited to 20 attendees, taking place May 24 through 29, 2026 at...
2026-05-1247 min
UnbalancedWhat bad bookkeeping actually costs your clients with Melissa GuinnMelissa Guinn once found $180,000 of loan proceeds misclassified as income. Her client had paid taxes on money that was never earnings. A corrected return later, the client received $40,000 back. That kind of discovery is not luck. It is what happens when a bookkeeper asks enough questions, runs a real onboarding process, and knows what to look for.Melissa is the owner of Lookout Bookkeeping in Chattanooga, Tennessee, a virtual firm serving service-based businesses and real estate investors. In this conversation, she talks through the real cost of underpriced services, how she made the shift from hourly to...
2026-05-0544 min
UnbalancedWhat you don’t see coming as a firm owner with Erin PohanErin Pohan, founder of Upkeeping and creator of WAVE Seattle, joins Sam and Candy for a conversation about the parts of firm ownership no one really prepares you for. From building real community in the accounting profession to navigating a $100,000 IRS notice and a years-long fight to protect her business, Erin shares what it looks like to keep going when the unexpected hits.Along the way, they talk about conferences, connection, and why finding your people matters more than anything when work and life get complicated. This episode is honest, funny at times, and grounded in the...
2026-04-2846 min
UnbalancedFrom doing the work to leading the work with Rachel DauchyWhat changes when you go from doing the work to leading a team doing it for you?In this episode, Rachel Dauchy shares what growth actually looks like behind the scenes, from navigating client expectations that don’t evolve with your business, to hiring, letting go, and learning how to trust your team. She talks about building a firm rooted in systems, automation, and specialization, while still holding onto the parts of the work she genuinely loves.This conversation also challenges the way we think about accounting itself. Not as rigid or purely technical, but as...
2026-04-211h 09
UnbalancedWhy most accountants are asking the wrong questions with Debra KilsheimerMost accountants were taught to focus on the work. The transactions, the categorization, the details. But that’s not what clients actually need.In this episode of Unbalanced, Debra Kilsheimer challenges the way the profession has always operated. She shares why accounting should be about asking better questions, not just producing reports, and how AI is forcing a shift away from data entry toward real decision-making.From her unfiltered take on software and the future of the industry to her perspective on confidence, pricing, and doing things your own way, this conversation is equal parts pr...
2026-04-1459 min
UnbalancedThe moment your biggest client becomes your biggest risk with Tiffany GonzalezWhat looks like growth on paper can quietly introduce risk beneath the surface. Tiffany Gonzalez shares how one client scaling rapidly forced her to confront client concentration, shifting power dynamics, and the pressure it puts on teams. She walks through how she navigated that moment without reacting from fear, including restructuring internally and returning to sales with intention. This conversation explores pricing discipline, boundaries, and what it really takes to build a resilient firm. It is an honest look at the tradeoffs firm owners face as they grow.Powered by Anchor.
2026-04-0742 min
UnbalancedWhat almost broke her business taught her the most with Karen ReeseIn this episode of Unbalanced, Candy Bellau and Sam Hallburn sit down with Karen Reese of Starlight Bookkeeping for an honest conversation about the hard lessons that come with building a business. Karen opens up about trust gone wrong, cash flow mistakes, pricing clarity, and learning to put the right safeguards in place as her firm grew. It’s a grounded, practical episode about what firm owners often learn the hard way and what it really takes to build a business that works for you, not just because of you.Powered by Anchor.
2026-04-0344 min
UnbalancedThe mistake every new founder makes in their first year with Blair DrakeMost founders don’t struggle because they aren’t capable, they struggle because they say yes to the wrong things early on. In this episode of Unbalanced, Blair Drake shares what her first year in business actually looked like, from a slow start to taking on work that pulled her away from what she really wanted to build. She opens up about the moment things shifted, not from doing more, but from getting clearer on her value and what she needed to say no to. This conversation explores the tension between being needed and being effective, and why patience, boun...
2026-03-2443 min
UnbalancedShe tried psychedelic therapy to heal burnout. What happened next shocked her with Dr. Kristy ShortDr. Kristy Short returns to the Unbalanced Podcast for one of the most honest conversations we’ve had about mental health and what it really takes to heal. She shares the story behind her book Civil Warrior, the breaking point that forced her to rethink everything, and why high performers are often the best at hiding their struggles. Kristy also opens up about a psychedelic therapy experience that helped her confront fear, control, and the pressure she had carried for decades. This conversation explores burnout, anxiety, leadership, and the courage it takes to show up fully as yourself....
2026-03-1748 min
UnbalancedWhen success starts to feel like failure in firm ownership with Lynnette Oss ConnellBurnout is one of the most common experiences in firm ownership, yet it is rarely discussed openly. In this episode of Unbalanced, Lynnette Oss Connell shares her journey from building a CAS practice to becoming a burnout coach for women in accounting. She talks candidly about the pressure of trying to hold everything together while raising a family, managing illness at home, and running a firm. This conversation explores the mindset shifts that helped her redefine success and why so many firm owners struggle silently. If you’ve ever wondered whether the stress you’re carrying is normal, this epis...
2026-03-1045 min
UnbalancedWhen work becomes a refuge from grief with Liz FarrLiz Farr joins Unbalanced to talk about grief, forgiveness, and the quiet ways work can become a shield. After losing her brother during tax season, her parents in a sudden accident, and later her stepson to violence, Liz reflects on how deeply she had internalized the profession’s expectation to push through and keep producing. This conversation explores how accounting culture shapes the way leaders respond to hardship and what more humane, flexible leadership could look like inside today’s firms.Powered by Anchor.
2026-03-0338 min
UnbalancedOwning the room and your expertise with Emily WoodsEmily Woods of Woods Financial Services shares what it was like to step into a firm that started as a “mom and pop” tax shop and grow it into a practice offering tax, outsourced accounting, and wealth management. She talks candidly about joining the firm by accident, navigating legacy clients, and carrying the weight of imposter syndrome, especially without the CPA or CFP letters after her name. From being asked if she needed to “check with Brian” to the defining moment that helped her trust her own answers, Emily reflects on how confidence is built slowly, through validation, community, and expe...
2026-02-2453 min
CPA Trendlines PodcastsCandy Bellau: The $350 Pricing Mistake that Nearly Broke this Boutique Firm | The DisruptorsHow to reset pricing, rebuild margins, and stop “helping” clients into bankruptcy.Full show notes hereThe DisruptorsWith Liz FarrCandy Bellau didn’t set out to build a firm that could operate without her. But her hand was forced when her mother became ill. “I kept dropping the ball at my own company and my team, the long-term members kept picking it up, and slowly but surely, they just absorbed the client work I was doing,” Bellau recalls. MORE DISRUPTORS: Blake Oliver: Build a Biz that R...
2026-02-191h 03
UnbalancedFrom accidental accountants to intentional partners with Kim Kelleher and Heather DeibeleWhat does it really look like to take two separate firms and build one shared company, culture, and team, without losing your mind in the process? In this episode of Unbalanced, Kim Kelleher and Heather Deibele (co-founders of Luma accounting) walk through the real story, from “we should grab coffee” to “we’re calling attorneys.” They share how they tested the waters by cross-supporting client work, what it was like to bring two teams into one rhythm, and why it took time for the magic to show up in leadership meetings. You will hear the behind-the-scenes details firm owners actually c...
2026-02-1744 min
UnbalancedThe loneliness no one warns firm owners about with Tedd DrattellFirm ownership is often lonelier than anyone admits, especially when you’re the one everyone depends on. In this episode of the Unbalanced Podcast, Tedd Drattell shares what it was really like to build a firm from the ground up, navigate years of quiet isolation, and lead through an unexpected health crisis. Together, we talk about the emotional toll of ownership, the importance of community and honest conversations, and why building a business that can function without you isn’t a luxury, it’s a necessity.Powered by Anchor.
2026-02-1044 min
UnbalancedDelegation, growth, and the work that pulls you back in with Marie TorossianStarting a firm in the middle of uncertainty forces hard decisions, fast learning, and uncomfortable tradeoffs. In this episode, Marie Torossian shares what it was really like to build her firm beginning in 2020, including the challenges of delegation, charging for value, and getting pulled back into the work even after building a team.Sam, Candy, and Marie talk openly about giving away too much for free, learning buyer psychology the hard way, and how firm owners can reframe team turnover as growth rather than failure. The conversation explores the human side of leadership, the tension between scaling...
2026-02-0336 min
UnbalancedWhy “good people” still steal, and how to reduce the odds with Kelly PaxtonIn this episode of the Unbalanced podcast, host Candy Bellau and co-host Sam Hallburn welcome Kelly Paxton, a fraud expert, to discuss the emotional toll of being a business owner, the importance of fraud awareness, and the human side of financial crime. Kelly shares her journey from finance to fraud examination, highlighting the prevalence of fraud in small businesses and the need for robust processes and documentation. The conversation delves into real-life fraud cases, the cultural impacts on organizations, and the significance of prevention and awareness in protecting businesses from financial crime.
2026-01-2746 min
UnbalancedFluffy but hammer: comfort and strength in your financials with Sabrina BurkePhishing attacks, password protection, and cyber insurance are not “IT topics” anymore, they’re firm owner responsibilities. In this episode, Sabrina Burke of Fluffy Hammer Bookkeeping explains why security education has to be proactive, not reactive, and how quickly new phishing tactics show up in the real world. She shares how quarterly training helps her spot current trends, why document protection matters just as much as passwords, and what’s at stake when you’re handling sensitive financial data for clients. The conversation also gets into the very real shame and embarrassment that can follow a security mistake, and why talkin...
2026-01-2042 min
UnbalancedWhat happened when growth came too fast with Katie HelleWhen growth hits before you feel ready, it can be both a win and a warning.In this episode of Unbalanced, Katie Helle of Scaled Accounting Solutions shares what it looked like to go out on her own and then get blindsided by how quickly tax work poured in once she told friends, family, and her network. Katie walks through the real tension of fast growth, building processes while serving clients, and realizing that what lives in your head has to live somewhere your team can use.She also digs into the shifts that helped...
2026-01-1344 min
UnbalancedThe underpricing hangover is real with Melissa ArmstrongRevenue came in. Then reality showed up.Sam Hallburn and Candy Bellau sit down with Melissa Armstrong of SteadyHand Accounting to talk about the “messy middle” of firm ownership, that year-one moment where you’re growing fast, underpricing, saying yes to everyone, and suddenly realizing your business can’t depend on only you.Melissa shares what it’s like to start over after losing a corporate job, build a real foundation (marketing, a VA, ops support, and eventually an accountant), and navigate the emotional weight of money, imposter syndrome, and personal finances getting messy while you’re sti...
2026-01-0642 min
UnbalancedMoney loves you, and it’s waiting for you to love it back with Robina BennionWhat if your money habits started with a promise you made to yourself at 15?In this episode of Unbalanced, Sam Hallburn and Candy Bellau sit down with Robina Bennion. She’s a former public accountant turned CFO-level consultant and behavioral money coach who helps high-achieving professionals unpack the emotional side of money, especially the part we never talk about. Robina opens up about the identity shift of leaving public accounting, the loneliness of entrepreneurship, and the pressure firm owners put on themselves to have all the answers.
2025-12-3044 min
UnbalancedThe surprising identity shift no one expects when they become a business owner with Jeremiah VelasquezIn this episode of Unbalanced, Sam and Candy talk with nurse practitioner and practice owner Jeremiah Velasquez about the unexpected identity shift that happens when you leave the safety of a W-2 job and build something of your own. Jeremiah opens up about the fear, guilt, lost friendships, and constant self-doubt that come with entrepreneurship, along with the surprising confidence and clarity he’s gained along the way. It’s an honest look at how starting a business doesn’t just change your life, it changes you.Powered by Anchor.
2025-12-1635 min
UnbalancedThe hidden cost of caring too much as a firm owner with Monica Roca-QuesadaIn this raw and unfiltered episode of Unbalanced, Sam and Candy sit down with Monica Roca-Quesada to talk about the emotional toll of running a firm. From sleepless nights and client chaos to burnout, blame, and feeling like you care more about your clients’ businesses than they do, Monica opens up about the hidden pressures no one talks about.They dive into boundaries, advisory struggles, team dynamics, and learning to protect your energy while still loving the work. It’s honest, relatable, and a reminder that you’re not alone in the messiness of firm ownership.Powe...
2025-12-0940 min
UnbalancedSuccession, boundaries & failing on purpose with Barrett YoungSam and Candy talk with Barrett Young, partner at GWCPAs, about what it really takes to lead an 80-year-old firm into its next generation. Barrett shares how their mandatory partner buyout at 60 keeps succession healthy and partnerships from blowing up, how he and his partner play the visionary–integrator roles, and what he learned after the sudden loss of an employee during tax season. They dig into setting boundaries with clients, dealing with team resistance to change, using failure as an opportunity for experimentation, and why firm owners need to stop treating every idea as if it has to be...
2025-12-0245 min
UnbalancedAddiction, fraud, and a second chance at life with Joseph De GregorioThis might be one of the most raw and emotionally honest conversations we’ve had on Unbalanced. Sam and Candy sit down with Joseph De Gregorio, a former Wall Street trader whose life spiraled into alcoholism, federal crimes, and a complete liver failure that nearly killed him during the height of COVID in NYC.Joseph opens up about how addiction distorts thinking long before fraud appears, the psychological cascade that led to his downfall, and the brutal honesty it took to rebuild his life. Today, he uses his experience to help others facing federal sentencing understand their own pa...
2025-11-2541 min
She CountsMarking Ourselves Down: Gender Disparity in PricingCandy Bellau joins Nancy and Questian to discuss a problem that costs women accountants thousands of dollars every year: underpricing. The conversation covers why women tend to charge 25-50% less than men for the same work, how compassionate pricing and relationship loyalty keep us trapped in unsustainable business models, and what changed when Candy discovered male colleagues were quoting double her rates despite having less expertise. The three dive into practical solutions, including reframing value-based pricing, building community support around fee conversations, and remembering that sustainable pricing is not only about personal profit, but also about taking care of...
2025-11-191h 11
UnbalancedI don’t have to do it all: Stroke, burnout, and bridging the gap with Randy CrabtreeWhat happens when the identity you’ve built your entire career around stops working for you… and your body finally forces you to listen? In this episode, Sam and Candy sit down with Randy Crabtree, CPA and co-founder of Tri-Merit, to talk about the stroke that changed everything, stepping down as managing partner, and rebuilding a life around what he actually loves.Randy opens up about decades of “I have to do it all” thinking, why it took him years after his stroke to let go of that identity, and how he slowly redesigned his role around speaking, educatin...
2025-11-1847 min
UnbalancedWhen justice isn’t worth it with Joe WoodardJoe Woodard sits down with Candy and Sam to talk about the lesson that changed his leadership: justice is overrated. He breaks down an $80k legal ordeal, why airtight agreements are protection, not punishment, and how attention debt bleeds into family and work. We get candid about hiring friends, losing yourself in the mission, and building a purpose that lasts beyond the job.Joe Woodard is the CEO of Woodard®, a company that empowers accountants and business advisors through education, coaching, resources, and consulting services, with a particular focus on Client Advisory Services (CAS). Woodard equips professionals to m...
2025-11-1146 min
UnbalancedFrom sales trainer to social founder: SOPs, boundaries, and the long game with Alyssa OlerudSam and Candy sit down with Alyssa Olerud, founder of Fearlyss Media, to talk about what it really takes to build a business from scratch. Alyssa shares how she went from sales trainer to social media strategist, teaching herself everything from forming an LLC to removing malware when there was no IT team to call. She opens up about the learning curve, mindset work, and why SOPs became her secret to staying sane. Together they dig into what’s actually worth tracking in social media, how to handle tough clients, and why playing the long game is the only wa...
2025-11-0445 min
UnbalancedCapacity is power: Redesigning your firm with Chris PicciurroCPA and tax strategist Christopher Picciurro joins Sam Hallburn and Candy Bellau for a raw talk about building a firm you actually want to run. Chris shares the aha moment that pushed him from volume and chaos to a membership model, why boundaries equal freedom, and how capacity is power when choosing the right clients. We dig into value pricing vs subscription, protecting your team, communicating like a pro, and failing forward without shame. There are Seinfeld references, Doogie Howser jokes, and a candid look at what 22 years of ownership really teaches you. If you’ve ever missed a fa...
2025-10-2845 min
UnbalancedStopping the “financial crater”: Outgrowing your advisors and optimizing wealth with Eunecia PeretOn this Unbalanced episode, strategy consultant Eunecia Peret peels back the curtain on why so many successful entrepreneurs still bleed cash without realizing it. She explains her three pillars: tax reduction tied to business decisions, true wealth optimization (not more products), an intentional exit strategy, and why most owners eventually outgrow their CPA/FA status quo. We dig into referral misfires, pushing back on commissions-first thinking, building an elite expert bench, and the mindset shift it takes to stop spinning and scale with confidence. If you’ve ever felt that something’s “off” in your finances but couldn’t name it, t...
2025-10-2144 min
UnbalancedThe man in the arena mindset with Marit BurmoodTax pro and educator Marit Burmood, CPA, aka the Extroverted Accountant, joins Sam and Candy to talk about why credentials don’t magically fix broken pricing or shaky self-worth. She walks through the moment she shifted from hourly work to advisory (and lost her biggest client), how speaking at Taxposium and training with TOPS rewired her confidence, and why vulnerability builds real community in a guarded profession. We get into value pricing, feedback without spiraling, and the mindset work it takes to stop giving away what lives in your head for free. If you’ve ever felt “alphabet soup” after yo...
2025-10-1443 min
UnbalancedCaregiving, culture, and the pivot to advisory with Tracy BrantinghamWhat happens when you build a firm on purpose, not by accident? In this raw, candid episode of Unbalanced, Sam and Candy sit down with Tracy Brantingham, founder of Building Profits, who’s balancing life as a nighttime caregiver and a daytime CEO. Tracy shares why she’s stepping out of client deliverables, how a former client-turned-coach is becoming her minority partner, and the hard lessons behind moving from “bookkeeping” to financial ops and advisory. We get into pricing (and boundaries), why “press your own buttons” isn’t a strategy, and the reality of running a small-but-mighty team of eight...
2025-10-0754 min
UnbalancedFind your people: teams, pricing, and the cannabis niche with Monique SwansenSam and Candy sit down with Monique Swansen, founder of Automated Accounting Services and Accounting for Green, to talk about what it really takes to build and sustain a firm. Monique breaks down the realities of serving cannabis operators (hello, seed-to-sale and inventory), why hiring before you think you need to can save your sanity, and how short-term disability and cross-training became essential after real team crises. They get candid about pricing like you already have a team, documenting everything, and rethinking advisory so you’re not chained to nonstop calls. They also tackle the AI hype, capacity ebbs, id...
2025-09-3043 min
UnbalancedBeyond the highlight reel: community, boundaries, burnout with Candy Bellau and Sam HallburnIn our season two opener, hosts Candy Bellau and Sam Hallburn sit down with producer Haley Kershner to look back on twenty-plus episodes of raw conversations and the ripple effects they’ve had across the accounting community. We revisit the moments that hit hardest, from parenting and missed milestones to lawsuits, employee heartbreak, and the quiet costs of running a firm, as well as the laughs that kept us going. Themes that kept resurfacing included the power of community and conferences, setting boundaries to prevent burnout, the reality of partnership, and why “presenting well” can mask a world of pain...
2025-09-2342 min
UnbalancedBuild a firm that funds your life, not burns it with Nick BosciaUnbalanced welcomes The Balanced CPA. Nick Boscia joins Candy and Sam for a raw conversation about transforming a legacy family firm into a modern, sustainable practice—and why balance isn’t a finish line but a daily recalibration. Nick traces the shift from manual workflows and marathon hours to clear standards, upfront billing, and a tech stack that gives his team back their time. He talks through client pushback, raising prices without apology, and the moment “no payment, no work” became a promise to protect the firm, not a threat to the relationship.Powered by Anchor.
2025-09-1641 min
Accounting InsidersRemote-First Accounting with Sam Hallburn: Job Costing, Culture, and Zoho Balance🌐 Learn more about Sam and her firm: pbsaccountingandtax.com 🔗 Connect with Sam on LinkedIn: Samantha Hallburn
Connect with Insightful Accountant! 🔔 Subscribe & Stay Updated for expert insights on the latest trends shaping the accounting industry!👉 https://hubs.li/Q03jRllK0👉 Explore our Be Insightful Membership: https://hubs.li/Q03jR86n0Website 👉 http://insightfulaccountant.com/ Twitter (X) 👉 https://twitter.com/insightfulActnt Facebook 👉 https://www.facebook.com/insightfulActnt/ LinkedIn 👉 https://www.linkedin.com/company/insightful-accountant/
2025-09-1144 min
UnbalancedSequins, lawsuits, and letting go with Jennifer DevineIn this episode of Unbalanced, Sam and Candy sit down with Jennifer Devine of Devine Consulting for a raw and unfiltered conversation about what it really takes to run a firm. From the early days of check-signing clients to leading a 10-person virtual team, Jennifer shares the unexpected twists of her journey, including being pulled into lawsuits, the weight of client loyalty, and the hard choices around firing both clients and employees.Powered by Anchor.
2025-09-0931 min
UnbalancedThe cost of growth: Burnout, family, and finding balance with Dan LuthiWhat does it really take to build a thriving accounting firm while raising a family, teaching the next generation, and still showing up at conferences with energy to spare? In this episode of Unbalanced, Candy and Sam sit down with Dan Luthi, Partner at Ignite Spot Accounting, to uncover the truth behind the highlight reel.Dan shares how he rose from bookkeeper to partner over 15 years, the toll of working 18-hour days while finishing his master’s, and the hard lessons he’s learned about leadership, partnerships, and listening to the quiet voices on his team. He opens up abo...
2025-09-0241 min
UnbalancedRemember your why: Building a $5M vision with Jennifer AndersonWhen Jennifer Anderson launched her firm in April 2020, at the height of COVID, she turned uncertainty into opportunity. From cashier at CompUSA to founder of Tru Financial Solutions, Jennifer’s story is one of grit, tech-savvy innovation, and an unwavering commitment to her “why.” In this raw and unfiltered conversation, she opens up about launching a business at the height of uncertainty, leading through change, embracing AI, and planning a $5 million exit strategy.Powered by Anchor.
2025-08-2638 min
UnbalancedMental health, leadership, and ditching the 80-hour badge of honor with Kristy Short“Eighty to one-hundred hour weeks are not a badge of honor,” says Dr. Kristy Short, and she’s on a mission to get the accounting world talking about it. In this raw and candid conversation, Kristy shares the personal spiral that led to her first-ever medical leave in 25 years, the dream that sparked her book Civil Warrior, and why she refuses to split her personal and professional selves.If you’ve ever felt guilty for working less than 50 hours a week, or caught yourself calling yourself a “loser” at 2 a.m., this episode will remind you that you’re not a...
2025-08-1940 min
UnbalancedHumbled, amplified, and unapologetically real with Kenny HarperWhat happens when a former rock musician turned marketing pro dives headfirst into entrepreneurship… and hits rock bottom? In this episode of Unbalanced, Candy and Sam sit down with Kenny Harper of Growth Amplifiers to unpack the real story behind the resume. From creative dreams and financial freefalls to business breakups and identity crises, Kenny gets radically honest about what it really takes to rebuild, reframe, and rise. They talk imposter syndrome, the difference between coaching and consulting, the limits of hustle, and why asking for help isn’t a weakness, it’s a power move.Whether you’re...
2025-08-1234 min
UnbalancedHow to build a life you actually want, one raw conversation at a time with Mariette MartinezIn this unfiltered episode of Unbalanced, we sit down with powerhouse educator and unapologetic truth-teller Mariette Martinez. From growing up as her mother’s bookkeeper at 11 to launching a virtual firm before it was trendy, Mariette walks us through her very real journey, complete with seven-year pivots, late-night blowouts, and hard conversations with her kids (and herself). She opens up about leaving behind a successful tax practice, the pressure of doing it all, and why reframing your relationship with money (and mindset) is more powerful than any spreadsheet.This one’s a love letter to women building busi...
2025-08-0547 min
UnbalancedKnow when to say no: Lessons in firm ownership with Marlon WolfmanWhen you’re building your firm, everything feels urgent, especially the pressure to say yes. Yes to every client. Yes to every opportunity. Yes to every favor. But in this episode of Unbalanced, CPA and firm owner Marlon Wolfman joins hosts Candy and Sam to unpack what happens when you stop chasing the wrong things and start building a firm your way.From a cautionary tale about a messy partnership breakup to learning the hard way that not every client is a fit, Marlon gets honest about boundaries, burnout, pricing, modernizing systems, and saying no to work yo...
2025-07-2946 min
UnbalancedChoosing enough: Letting go of the grind with Amanda AguillardWhat if building a “successful” firm isn’t about scaling to the moon, but about reclaiming your life? In this raw and powerful episode of Unbalanced, Amanda Aguillard joins Candy Bellau and Sam for an unfiltered conversation about firm ownership, motherhood, burnout, and redefining what success really looks like. Expect tears, laughter, and the kind of real talk no one tells you when you start your firm, like missing school events, chasing validation in client wins, or comparing yourself to industry influencers. Powered by Anchor.
2025-07-2242 min
UnbalancedInside the cuckoo-for-cocoa-puffs reality of firm ownership with Tony ProctorSam and Candy sit down with the vibrant and unfiltered Tony Proctor, founder of a full-service accounting firm, to unpack the emotional weight of leading a team, chasing “balance,” and surviving the chaos of scaling. From pulse checks to people problems, Tony shares the real behind-the-scenes mess of firm life, plus a few leadership gems and why some owners secretly fantasize about becoming Walmart greeters. Whether you're a firm leader, a business owner, or just someone who needs to laugh through the struggle, this episode will make you feel seen and a little less crazy.Powered by Anch...
2025-07-1539 min
UnbalancedWhy your firm’s biggest problem might be you with Robert NordlanderWhat if the hardest part of running your firm… is you? In this raw and revealing episode of Unbalanced, forensic accountant and former IRS special agent Robert Nordlander, CPA, unpacks the uncomfortable truth every firm owner has to face: your biggest challenge might be the person in the mirror.Robert shares how two decades chasing financial criminals taught him to build a firm with no debt, no scope creep, and no clients who don’t pay. He opens up about billing with confidence, walking away from the wrong fit, and why your personal habits will always show up i...
2025-07-0853 min
UnbalancedWhen the cape comes off: Vulnerability, community, and real talk with Nancy McClellandWhat happens when the superheroes of accounting take off the cape? In this deeply human and wildly relatable episode, The Dancing Accountant Nancy McClelland joins Candy and Sam to unpack the unglamorous side of firm ownership, loneliness, burnout, bad hires, tech confusion, and the relentless myth that growth equals success. Nancy opens up about the many missteps she made while trying to “do it all” without community, and how finding the right people changed everything.Powered by Anchor.
2025-07-0146 min
UnbalancedLet go so you can grow with Michelle MitchellWhat happens when life throws you curveballs while you're trying to grow a business? In this episode of Unbalanced, Michelle Mitchell, founder of Mitchell Consulting, shares her deeply personal and refreshingly honest journey through burnout, bad hires, the realities of autoimmune disease, and the surprising freedom that comes with letting go of control. She gets real about the moment she realized she didn’t love accounting, and what she did about it. She opens up about the emotional and operational turning point that transformed her firm, and why delegating with courage isn’t just a leadership strategy, it’s a life...
2025-06-2449 min
UnbalancedThe no-jerk rule, business breakups, and finding her voice with Jean ZickWhat happens when a thriving partnership quietly falls apart? In this raw and revealing episode, Jean Zick, co-founder of Juna Financial, shares the emotional unraveling of her business partnership, the isolation that followed, and the hard-earned lessons along the way. From a disastrous tea café client to a near-silent business divorce, Jean gets candid about the stuff no one talks about. Hosts Candy and Sam bring their signature humor and honesty, opening up about their own truths on partnerships, power struggles, and growing pains. You’ll walk away with perspective, laughter, and probably a new appreciation for personality tests.
2025-06-1723 min
UnbalancedFrom paycheck to purpose with Aitza NegronIn this refreshingly raw and candid episode of Unbalanced, Aitza Negron, founder of Strategies & TEA, joins Candy and Sam for a no-holds-barred conversation about entrepreneurship, money trauma, and letting go of the need to look perfect while building something real. Aitza opens up about everything, from dealing with imposter syndrome and layoffs to setting boundaries, finding mentorship, and transforming financial literacy into empowerment.Powered by Anchor.
2025-06-1045 min
UnbalancedWalking away from tax prep, toxic clients, and traditional success with Sean DuncanIn this raw and hilarious episode of Unbalanced, Sean joins Candy and Sam to talk about blowing up a thriving firm, surviving a $900k betrayal, and the real cost of people-pleasing. From culture-building to letting go of bad clients (and bad employees), this is a masterclass in taking back control. If you're feeling stuck, overwhelmed, or just plain exhausted, this conversation is your sign: you can change everything. Tune in for hard truths, unapologetic stories, and Sean’s signature rule of business: “Always get up.”Powered by Anchor.
2025-06-031h 00
UnbalancedOn surviving loss, leading with heart, and building a firm that lasts with Jeanne HardyWhen the market crashed in 2008, Jeanne Hardy had one-year-old twins, a brand new full-time hire, and a business that felt like it was crumbling. In this raw and powerful episode of Unbalanced, Jeanne sits down with Candy and Sam to talk about what it’s really like to run a firm. Losing clients overnight. Holding it together for your team. Working through grief, doubt, and the constant pressure to stay strong. From her early days in the art world to becoming a champion for creatives in finance, Jeanne shares the lessons that kept her going—and the honest truths behi...
2025-05-2741 min
UnbalancedHorror stories, hard lessons, and hiring mistakes with Brad YochumBrad Yochum joins Candy and Sam for a no-filter conversation on what it's really like to run a firm. From losing sleep over clients to hiring the wrong people (and paying for it), Brad opens up about the emotional whiplash of entrepreneurship. He shares the con that cost him everything, the painful lesson of ignoring red flags, and how he rebuilt a life and team he’s proud of.*Produced by Anchor
2025-05-2033 min
UnbalancedThe accidental accountant on ethics, gut checks, and the power of saying no with Heather Day SatterleyWhat happens when a client crosses a line you didn’t see coming? In this powerful episode of Unbalanced, Heather Day Satterley shares the real story of firing a client over an ethical boundary and the emotional fallout that followed. The conversation dives into value misalignment, listening to your gut, saying no (even when it's hard), and how lonely moments in firm ownership can become turning points. It's raw, honest, and filled with the kind of advice every firm owner needs to hear.For further listening: https://open.spotify.com/episode/5Lz9ScWEi1uzZOyyTuZl5k?si=bd911148220c48...
2025-05-1333 min
UnbalancedWhat no one tells you about running a firm with Candy Bellau & Sam HallburnThe Unbalanced podcast is about what happens when you’re building a business and feel like everyone else has it figured out but you. Candy and Sam go first, leading with vulnerability so others know they’re not alone. If you’ve ever questioned whether you belong in this industry or felt crushed under the weight of “success,” this is the space for you.*Produced by Anchor
2025-05-0638 min
Side Hustle HeroThe Best Of Year 1: Top 10 Life LessonsThis is the episode to tune into for inspiration and motivation to start or to scale your side hustle. Here we've curated the Top 10 side hustle life lessons from our heroes of year 1. They're really a diverse group of characters including a rapper, a beekeeper, voice actor, quick books pro advisor, a gnome maker, a cookbook author, a travel writer, and more. What they have in common with each other and with you, is that they have all travelled along the side hustle path. Enjoy! Thanks so much for...
2023-06-2034 min
Build A Better BusinessHow to Get Your Finances Fixed Quick with Quickbooks Expert and Coach Sam HallburnDo you struggle to know what money is coming in and what money is going out of your business? Do you not really know your bottom line - the amount of money you make every month in revenue and profit (because they are two different things)? Do you know you desperately need help with sorting out the financial tangle of your business but just do not want to deal with it? Then you need to hear this episode and you need to reach out to Sam Hallburn.
Sam helps businesses and accounting professionals learn...
2023-05-101h 31
Talking with the Experts2023 EP437 Samantha Hallburn - Taking control of your business so it doesn't take control of youSamantha Hallburn is passionate about helping business owners through burnout and extreme stress but giving them the tools she wishes she would have had when she started her 1st business. She would love to be a part of helping businesses succeed and thrive.
Samantha Hallburn is the founder and CEO of an accounting firm as well as a consulting firm and a national Quickbooks Online educator. I'm passionate about giving back to the business and accounting communities and love helping others succeed.
Connect with Samantha:
IG @sam.inc.services
IG @pbs.accounting.and.tax
FB @pbs.accounting.tax
LI @pbsaccounting
...
2023-03-2127 min
Talking with the Experts: Business Insights2023 EP437 Samantha Hallburn - Taking control of your business so it doesn't take control of youSamantha Hallburn is passionate about helping business owners through burnout and extreme stress but giving them the tools she wishes she would have had when she started her 1st business. She would love to be a part of helping businesses succeed and thrive.Samantha Hallburn is the founder and CEO of an accounting firm as well as a consulting firm and a national Quickbooks Online educator. I'm passionate about giving back to the business and accounting communities and love helping others succeed.Connect with Samantha:IG @sam.inc.servicesIG @pbs.accounting.and.taxFB @pbs.accounting.taxLI @pbsaccountingPROMOTION:https://drive.google...
2023-03-2127 minTalking with the Experts: Business Insights2023 EP437 Samantha Hallburn - Taking control of your business so it doesn't take control of youSamantha Hallburn is passionate about helping business owners through burnout and extreme stress but giving them the tools she wishes she would have had when she started her 1st business. She would love to be a part of helping businesses succeed and thrive.Samantha Hallburn is the founder and CEO of an accounting firm as well as a consulting firm and a national Quickbooks Online educator. I'm passionate about giving back to the business and accounting communities and love helping others succeed.Connect with Samantha:IG @sam.inc.servicesIG @pbs.accounting.and.taxFB @pbs.accounting.taxLI @pbsaccountingPROMOTION:https://drive.google...
2023-03-2127 min
Talking with the Experts: Business Insights2023 EP437 Samantha Hallburn - Taking control of your business so it doesn't take control of youSamantha Hallburn is passionate about helping business owners through burnout and extreme stress but giving them the tools she wishes she would have had when she started her 1st business. She would love to be a part of helping businesses succeed and thrive.Samantha Hallburn is the founder and CEO of an accounting firm as well as a consulting firm and a national Quickbooks Online educator. I'm passionate about giving back to the business and accounting communities and love helping others succeed.Connect with Samantha:IG @sam.inc.servicesIG @pbs.accounting.and.taxFB @pbs.accounting.taxLI @pbsaccountingPROMOTION:https://drive.google...
2023-03-2127 min
Side Hustle HeroEarning 6-Figures As A QuickBooks Pro Advisor With Sam HallburnWith so many people offering bookkeeping and accounting services, how do you start or grow your side hustle in the industry? How do you differentiate yourself? By becoming an expert in one of the top small business accounting software platforms. That's what today's guest, Sam Hallburn did! Sam is a QuickBooks Pro Advisor. Together with her team of five, she generates an annual revenue of $500,000 by serving clients across the United States. In today's episode you'll hear; Crucial information about starting and growing a bookkeeping or accounting service as a side hustle...
2023-02-1440 min