Shows
Stuck 2 Scaling: The $1 Million JourneyBuild a Legacy, Not Just a BusinessShow Notes: Episode 11 - Build a Legacy, Not Just a Business
Host: Sharrin Fuller, Founder of Glass Wallet Ventures
Guest: Nancy McClelland, CPA & Founder of The Dancing Accountant Summary: Numbers are important, but your real legacy isn’t just about balance sheets and tax returns—it’s about the impact you leave behind. In this episode, Sharrin sits down with Nancy McClelland, famously known as The Dancing Accountant, to talk about creating a business that reflects your values, nurtures relationships, and makes a lasting mark on your clients and community. From rehoming clients who aren...
2025-12-0147 min
AI BridgesSharrin Fuller-Embracing Unemployment: The Entrepreneurial MindsetSummaryIn this conversation, Sharrin Fuller discusses the inception of Wallet following the sale of his first firm, embracing the entrepreneurial mindset, and the lessons learned from his previous experiences. He emphasizes the importance of collaboration, navigating challenges in business, and shares insights on the future vision for Wallet. Additionally, he provides valuable advice for aspiring entrepreneurs.TakeawaysWallet started after I sold my first firm.I am unemployable, which led me to start something new.Lessons learned from my first firm are invaluable.Collaboration is key to building a successful...
2025-11-2646 min
Stuck 2 Scaling: The $1 Million JourneyFail. Learn. Win.Show Notes: Episode 10 – Fail. Learn. Win. Host: Sharrin Fuller, Founder of Glass Wallet Ventures Guest: Dawn Brolin, CEO of Powerful Accounting & Author of The Designated Motivator for Accounting Professionals Episode Summary: Every entrepreneur has a failure story—but most only tell it after the comeback. In this episode, Sharrin gets real with Dawn Brolin about what it actually looks like to fail in business, own your mistakes, and use them as fuel for growth. From lawsuits and bad hires to financial setbacks and predatory loans, they break down the raw side of entrepreneurship—and how to rec...
2025-11-0141 min
Workshop WednesdaysQBO Accountant User Interface ChangesHooray!! A new user interface for accounting pros. Dan and guest co-host, Sharrin Fuller, will talk about what's changed in the client portal for QBOA.
Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners.
Register for the Live sessions at: https://snip.ly/WSW Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE Get 30% off QBO MSRP referral link: https://snip.ly/GetQBO BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://snip.ly/bundle
Brought to you...
2025-10-1531 min
QB Power Hour PodcastSecuring Your Intuit Login [9.30.25]QBO is only as secure as your login, and there are vulnerabilities that Bad Actors are exploiting causing lost productivity time and fraud to you and your clients. We'll be discussing the concern, identifying the loopholes bad actors are taking, and give you practical steps to secure you and your client's login. Filling in for Matthew while he is away is the always entertaining Sharrin Fuller!QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry...
2025-10-041h 00
Stuck 2 Scaling: The $1 Million JourneyHanding Over the Reins Without Freaking OutShow Notes: Episode 9 – Let It Go: How to Stop Micromanaging and Start Scaling Host: Sharrin Fuller, Founder of Glass Wallet Ventures Guest: Deb Kilsheimer, Co-Owner of Behind the Scenes Financial and Co-Host of Bookkeepers on Fire Episode Summary: If you’ve ever said, “I can’t trust anyone to do it like I do,” this one’s for you. In this episode, Sharrin sits down with Deb Kilsheimer—a powerhouse firm owner with a two-person team pulling seven figures—to unpack the real reason you can’t scale: control. Together, they break down why letting go feels t...
2025-10-0148 min
She CountsAmplifying Women Who Count: The Wave of Women’s Conferences Shaping AccountingNancy and Questian sit down with three powerhouse conference organizers who are reshaping the accounting event landscape: Sharrin Fuller (AFWA Women Who Count), Erin Pohan (WAVE Conference), and Madeline Reeves (Advisory Amplified tour). These women discuss pricing psychology shaped by wage gaps, navigating traditional gender roles as primary breadwinners, and why smaller, women-led conferences create space for vulnerability and real connection that larger industry events often miss. The conversation explores everything from the loneliness of firm ownership to getting a seat at the table without being labeled "emotional," and highlights three of the most important educational opportunities of the...
2025-09-241h 00
Stuck 2 Scaling: The $1 Million JourneyRaise Your Rates, Keep Your SanityShow Notes: Episode 8 – Raise Your Rates, Keep Your Sanity
Host: Sharrin Fuller, Founder of Glass Wallet Ventures
Guest: Michelle Weinstein, The Pitch Queen Episode Summary: If raising your prices makes your stomach flip—or you’re worried clients will ghost you the second you mention a higher rate—this episode is your game changer. Sharrin teams up with Michelle Weinstein, a.k.a. The Pitch Queen, to show you how to own your value and land high-ticket clients without feeling awkward, pushy, or salesy. From building confidence in your pricing t...
2025-09-0134 min
Accounting InsidersSystematize, Scale, and Sell: Sharrin Fuller on Building a 3-Day Workweek Firm🔗 Connect with Sharrin Fuller : https://www.linkedin.com/in/sharrinfuller/ | Glass Wallet Ventures : https://glasswalletventures.com/
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/
2025-08-2034 minQB Power Hour Podcast08.05.25 - Intuit/QB Updates and FB Group Post Q&AMatthew Fulton and Dan DeLong will be discussing some Intuit program updates. We will also be discussing some recent questions added in the the QB Power User Facebook GroupQB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.Earn CPE through Earmark: https://bit.ly/QBPHCPEWatch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog...
2025-08-061h 00
Stuck 2 Scaling: The $1 Million JourneyCash Flow Woes: Why Does Money Always Stress Me Out?Show Notes: Episode 7 – Cash Flow Woes: Why Does Money Always Stress Me Out? Host: Sharrin Fuller, Founder of Glass Wallet Ventures
Guest: Martha Yasso, Founder of Yasso Bookkeeping Solutions Episode Summary: You’re landing clients, making sales, and your revenue looks solid—but your bank account tells a different story. In Cash Flow Woes: Why Does Money Always Stress Me Out?, Sharrin teams up with cash flow expert Martha Yasso to answer the question that keeps business owners up at night: Where the $%!# is my money? This honest, hilarious, and highly practical conversation gets to the...
2025-08-0433 min
CFO Chronicles: The Secrets Behind SuccessBurnt Out, Understaffed, and Scaling Anyway? Sharrin Fuller Has a System for ThatIf your team disappeared tomorrow, would your business survive? Most founders build fast, but not to last. Sharrin Fuller, founder of Glass Wallet Ventures, joins CFO Chronicles to share why even successful businesses stall (or collapse) when leadership ignores the endgame.Inside this episode: • How Sharrin rebuilt everything after firing 10+ team members • Why documentation, not hustle, determines whether you scale • Her method for “cloning” your role so you can finally step back • The project management mistake that could kill your momentum • Real talk on fractional leadership, remote ops, and founder bli...
2025-07-2430 min
Stuck 2 Scaling: The $1 Million JourneyTech That Scales (and Doesn’t Drive You Crazy)Host: Sharrin Fuller, Founder of Glass Wallet Ventures
Guest: Liz Scott, Founder of Liz Scott Consulting & Co-Host of The Appy Hour
Episode Summary: There’s nothing worse than spending time (and money) on tech that doesn’t actually make your life easier. In this episode, Sharrin sits down with the queen of accounting tech, Liz Scott, to talk about what makes or breaks a modern tech stack, and how to avoid getting stuck in subscription overload. Whether you're a tech-lover or totally overwhelmed by it all, this episode brings clarity to the chaos. From choosing the...
2025-07-0740 min
Stuck 2 Scaling: The $1 Million JourneyStuck in the Suck: Why Scaling Feels So HardHost: Sharrin Fuller, CEO of Glass Wallet Ventures
Guest: Sean Duncan, Founder of SMD Consulting & the Chief Proactive Advisor Program
Overview: Kicking off the Stuck to Scaling series, Sharrin sits down with long-time friend and advisor Sean Duncan for a raw, unfiltered look at the emotional chaos and business realities that make scaling feel so damn hard. From burnout and bad hires to working in the business instead of on it, this episode digs into the patterns that trap even the most seasoned entrepreneurs—and how to break free.
Whether you're buried in cl...
2025-06-0935 min
Stuck 2 Scaling: The $1 Million JourneyGet Your Sh*t Together: Systems That Save Your SanityHost: Sharrin Fuller, Founder of Glass Wallet Ventures
Guest: Omri Mann, Co-Founder & CRO of Anchor
Episode Summary: In this episode of From Stuck to Scaling, Sharrin sits down with Omri Mann of Anchor to talk about the real reason many business owners feel overwhelmed: a total lack of systems. If you’re constantly chasing invoices, stuck in endless to-do lists, or duct-taping your tech stack together, this one’s for you. They get real about why automation alone isn’t enough—and what it takes to build a business that doesn’t suck the life out of you...
2025-06-0950 min
Stuck 2 Scaling: The $1 Million JourneyHiring Without the HeadacheHost: Sharrin Fuller, Founder of Glass Wallet Ventures
Guest: Jennifer Scott, Founder & CEO of HireEffect™
Episode Summary: Hiring can feel like gambling with your sanity—and your bottom line. In this episode, Sharrin sits down with recruitment and HR expert Jennifer Scott to unpack what really goes wrong in the hiring process and how to get it right. If you’ve ever hired someone who looked good on paper but just didn’t get it, this episode is packed with practical advice on building a team that actually supports your business instead of breaking it. From rec...
2025-06-0948 min
Stuck 2 Scaling: The $1 Million JourneyImposter Syndrome Is a LiarHost: Sharrin Fuller, Founder of Glass Wallet Ventures Guest: Kelly Gonsalves, Founder of Totally BookedIn this candid and hilarious episode, Sharrin and Kelly dive headfirst into a conversation every business owner needs to hear: how imposter syndrome creeps into entrepreneurship—and why it’s lying to you. They share real experiences from running their own firms, how social media fuels self-doubt, and the difference between growing pains and full-blown burnout.
Together, they unpack:
Why imposter syndrome hits hardest when you’re doing something bold
How social media messes with your mindset (and what t...
2025-06-0945 min
Stuck 2 Scaling: The $1 Million JourneyWhat the Heck Are You BuildingHost: Sharrin Fuller, CEO of Glass Wallet Ventures
Guest: Matthew "Spot" Fulton, Co-Founder of Parkway Business Solutions and QB Community Live
In this episode, Sharrin and Matthew get real about something most entrepreneurs don’t stop to ask: What the heck are you actually building? This candid conversation breaks down how your definition of success can (and should) evolve as you grow—and why building a business that aligns with your life, values, and mental health matters more than chasing vanity goals. Together, they unpack:
The emotional and practical shifts that come with...
2025-06-0937 min
The Big 4 Transparency PodcastScaleable To Saleable with Sharrin FullerIn Episode 39 of the Big 4 Transparency Podcast, I am joined by Sharrin Fuller, CEO of Glass Wallet, an advisory group focused on helping firms scale more effectively as well as CEO of Core Financial Pros, an accounting firm focused on the health & wellness sector. In this episode, Sharrin and I discuss where many firm owners get stuck, and some really simple changes to make to your firm and your contracts that can make a world of difference when selling your firm. Check out our Sponsor, Anchor: https://hubs.la/Q02R2ygD0Follow Sharrin:
2024-10-3144 min
Accounting Firm Growth StrategiesHuman Capital: Building a Team that Drives Your Accounting Firm’s SuccessAre your employees your biggest asset or your biggest liability?
Savvy accounting firm owners are leveraging human capital.
The dividends from investing in your team include accelerated growth, strong valuations, and thriving practices that stand out in a crowded market.
Whether you're an accountant, tax preparer or bookkeeper, strategic human capital management can set the stage for a lucrative firm sale.
Here’s what to expect during this action-packed training:
✔ Common people management mistakes that could be stunting your accounting firm's growth
✔ Proven strategies to unlock your team's...
2024-09-1135 min
Accounting High224 Guide to Ground your Growth with Gratitude (feat. Tim Petrey, CPA)Episode 224
Botkeeper Presents AI UNCHAINED
On October 8-10 2024, in Santa Rosa California
LINK BELOW SAVES YOU $290, GET YOUR TICKET FOR $509 (REG PRICE $799)
https://app.hubspot.com/payments/purchase/hscs_r07FYxQ5lcH36SD4YjS9gOMpmt9QnN8uODZWT2AydCTH75jxtFfhmYO2SNRbtzxc
FACULTY: Tim Petrey, CPA
CLASS: #TheGuide
In this episode of the podcast, Scotty interviews Tim Petrey, CPA about his approach to firm growth with gratitude. Tim shares his journey from washing semi trucks to building a successful CPA firm and several other ventures. Tim emphasizes...
2024-09-0836 min
The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 72 - Sharrin Fuller of Glass Wallet Ventures - The Woodard Report PodcastOn this episode, Heather speaks with Sharrin Fuller of Glass Wallet Ventures. Sharrin shares her experience as the CEO of Glass Wallet Ventures and a Managing Partner in two thriving accounting firms. She's an exit expert and runs a program that helps you go from Scaleable to Saleable. Thank you to our show sponsor: Expensify — the expense management app that does it all, for every business Learn more about the show and our sponsors at Woodard.com/podcast
2023-12-0632 minAccounting High144 Planning Your Exit (feat. Sharrin Fuller, CEO)Episode 144
FACULTY: Sharrin Fuller
CLASS: #CoolKids
TITLE: Planning Your Exit
In this episode, Scott interviews Sharrin Fuller, CEO of Glass Wallet Ventures and Managing Partner at Blueprint Financial Service and Fit CFO. They delve into various topics related to entrance and exit strategies, as well as Sharrin's experiences in the tech startup and venture-backed startup world. Here's a summary of the episode:
Sharrin discusses her decision to exit the industry and her journey into tech startups and venture-backed startups.
Sharrin explains the factors that influenced her decision t...
2023-05-261h 10
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 111 | Scalable To Saleable System: The Roadmap To Scale, Sell, And Succeed In Your Firm With Sharrin FullerWe all want to scale our business, but the question is how? Successful entrepreneurs have their secret sauce to success. In this episode, Sharrin Fuller, the founder of Glass Wallet Ventures, shares her secret sauce, the scalable to saleable system she develops to help grow and set our firm to success. From having $70 revenue a year, her firm scaled to $2.5M! Her secret? The three keys to success are communication, consistency, and follow-through. You don't want to miss this opportunity, so let's dive right into this roadmap to success!
2023-04-1537 min
The Real Slim Fady ShowWhat it takes to scale a company - A conversation with Sharrin FullerStarting a company is difficult, scaling one is ten times harder. I'm joined with Sharrin Fuller who has successful exits under her belt to share stories of what it's like to scale and what she's doing now to help other founders exit the way they should
2023-03-0228 min
AccounTrends: The tax and accounting thought leadership podcastThe Evolution of Hiring Next Generation TalentSharrin Fuller, CEO Glass Wallet Ventures joins the podcast to talk all about hiring. Listen as she shares her expertise on attracting and retaining talent, different generations working together, and the importance of evolving to stay relevant.
2023-02-1426 min
BFD AdvisorsPat Yourself on the Back! Celebrate your Success!Following episode 5, everyone makes mistakes, this episode is about the BFD Advisors' success stories. Hear about the proudest moments in their accounting career and personal lives. Dawn, Sharrin, and, Sean are excited to inspire listeners to celebrate their wins and know it's okay to be proud of yourself and your accomplishments. Episode 7 = awesomeness and positivity to start your new year off right!
Dawn Brolin- www.dawnbrolin.com
Sharrin Fuller- www.glasswalletventures.com
Sean Duncan - www.smdaccounting.com
2023-01-0521 min
BFD AdvisorsLocation! Location! Location! - Do you need a brick and mortar?One of the hottest topics since the pandemic is ‘Do you really need a brick and mortar for your business’. The BFD Advisors discuss the pros and cons of having a physical location for your business, the types of industries that still require it and how it really comes down to personality for some.
Dawn Brolin
The Designated Motivator
www.dawnbrolin.com
Sharrin Fuller
Uninhibited Innovator
www.glasswalletventures.com
Sean Duncan
The Proactive Advisor
2022-12-2924 min
BFD AdvisorsYou Live, You Learn. Learn from your MistakesMaking mistakes happens to the best of us and according to the BFD Advisors that just means you are doing something right. Hear from each of the Advisors as they share one of their biggest mistakes they made in their career and what lessons they learned from it. Gain valuable and inspirational advice if you are currently experiencing a big mistake in your career right now.
Dawn Brolin
The Designated Motivator
www.dawnbrolin.com
Sharrin Fuller
Uninhibited Innovator
www.glasswalletventures.com
2022-12-2228 min
BFD AdvisorsGive it away! Referrals and White labelingAre you afraid to say no to a client? Whether is a fear of missing out on that revenue, feeling like you need to know everything, or just not sure how to say no, the BFD Advisors are here to talk about how to get over that fear and the benefits that come from it. Learn about how white labeling, and how may or may not work for your business and both sides of the referral system, sending referrals and receiving referrals. The BFD will leave you feeling inspired and validated that being really good at one thing is...
2022-12-1526 min
BFD AdvisorsThe Future is coming… are you ready?The BFD Advisors talk about how the future is here and how it can be overwhelming. Dawn, Sharrin and Sean cover why its important for you to make the choices to embrace change so you aren’t forced from behind. Touching on everything from technology, finding your passion, how to communicate with clients, to if Will Smith movies are telling the truth about robots. Whether you are planning for a succession, making the journey to advisory, implementing new technology, or moving away from your brick and mortar firm the BFD Advisors provide the important first 3 steps you need to ta...
2022-11-2428 min
BFD AdvisorsGet to know the BFD AdvisorsWelcome to the BFD Podcast! Introducing the BFD advisors, Dawn Brolin, Sharrin Fuller and Sean Duncan share with listeners who they are, their experiences and why you want to be listening to them for episodes to come. Accounting professionals and small business owners will relate to the many stories the BFD Advisors share, and will gain tips and motivation to implement into their own practice and businesses.
Dawn Brolin, The Designated Motivator -www.dawnbrolin.com
Sharrin Fuller, Uninhibited Innovator - www.glasswalletventures.com
Sean Duncan, The Proactive Advisor- www.smdaccounting.com
...
2022-11-1728 min
The Fit Financial82. Create Goals, Not Pipe DreamsWelcome back to The Fit CFO Show, I’m your host Amanda Hanquist and together with my husband Shawn we created this podcast as a way to help you reach your business's financial goals. We will break down common financial myths and mistakes in business and share with you the tools and knowledge to take your business to the next level. Our hope is that you will become financially equipped for success in your business and in turn help our mission to make this world a healthier place. If you get valuable information out of this podcast, we ask th...
2022-11-1537 min
Tax Rep Network with Eric GreenHow to Build a Saleable Accounting Practice with Sharrin Fuller by Tax Rep NetworkJoining Eric this week on the Tax Rep Podcast is Sharrin Fuller. Sharrin is the CEO and founder of Glass Wallet Ventures and is a managing partner in multiple accounting and financial services businesses including A Simple Office Solution. After successfully starting her own virtual practice she scaled and sold it. Sharrin developed the Remote Firm Scaling System and Remote Team Roadmap to help accounting firms position themselves for growth and eventual acquisition with maximum productivity from their teams. Listen in as Eric and Sharrin discuss virtual practices and how to set yourself up to eventually sell your practice...
2022-03-3052 min