We're taking Q4 off from recording new episodes! So, let's unpack what planning + taking this (or any) break actually looks like:

• Where would one of us, Anna as a CEO and Jill as a COO, even start with planning our out-of-office time?
  • TIP: What do you know that no one else knows?
• What does it look like to trust our team while one (or the both) of us is out on that well-deserved break?
• Can we give ourselves grace for the things that we didn't get to? (We're all only human, after all!)

Taking a break gets its own episode because, at the end of the day, if you aren't able to step away -- do you own the business, or does it own you?

We'll back with more episodes in a few short months so that Anna can focus on the launch of AccrewU's first course, Accounting Fundamentals, and Jill can really be present in the preciousness that is maternity leave!

In the meantime, we hope you get inspired to take a break and look at trees (or lakes, or beaches, or puppies, or whatever your jam is) instead of spreadsheets!

Ready to learn more about the AccrewU course, Accounting Fundamentals?
Or, are you ready to invest in yourself by taking the course? Enroll today!

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How can you create a culture where people do their work, do it well, and do it on time?

In this episode, we dive into setting high expectations! High expectations go beyond just telling people what to do; they create a culture of accountability, excellence, and purpose.

As a firm owner, you set the tone for your team; what you permit, you promote. If you’re not holding yourself to high standards, how can you expect your employees to do the same? When leaders consistently demonstrate the behaviors they want to see—like aiming for excellence, being transparent about mistakes, and holding themselves accountable—it fosters a work environment where everyone knows what’s expected and feels motivated to deliver their best.

Setting high expectations is about helping your team to grow and find meaning in their work.

• When employees understand what excellence looks like and feel supported in reaching it, they are more likely to take ownership of their responsibilities, meet deadlines, and contribute to a culture of success.
• On the other hand, if standards are low or unclear, it can lead to disengagement, lack of motivation, and a feeling that the work doesn't matter.

Your commitment to setting and maintaining high expectations—starting with yourself—is key to building a motivated, dedicated team that thrives on excellence and drives your business forward.

Ready to learn more about the AccrewU course, Accounting Fundamentals?
Or, are you ready to invest in yourself by taking the course? Enroll today!

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"Either we're both thrilled to work together or we shouldn't."

We believe that sales is designed to establish long-term partnerships rather than just making the sale. It's about partnership over promises.

Let’s be real - overpromising only leads to trouble down the line. It’s crucial to be clear about what you can deliver and, just as importantly, what you can’t. Clients will respect honesty, and that will set the stage for a long-term, trust-based partnership.

First impressions also matter, especially in our field. So, the initial onboarding experience is where you set the tone for everything that follows. Communication is the name of the game here. It’s likely the reason they came to you in the first place, so be clear, be concise, and don’t shy away from setting realistic expectations right from the start.

And repricing is one of the trickiest parts of client management. From fumbling through overly apologetic explanations to streamlining our process, there isn't one right way to do this... but there are a few wrong ones. Now, we keep it simple. We’re upfront about where our time goes, and we offer clients options that align with their values. Some clients want that deeper connection and are willing to invest more, while others prioritize affordability. It’s all about meeting clients where they are, without overcomplicating things.

Sales is tough, no doubt about it. But it doesn’t have to be miserable. By focusing on partnership from the outset, you set the stage for a relationship where clients are excited to say "yes"—and happy to keep saying it, even when you have to reprice their services. Remember, how you start is how you intend to continue!

Listen in to part 2 of the conversation with Anna and Jill as they discuss making sales and repricing effective and easy to tackle... because it's pretty essential to your business.

Join the waitlist and get updates on the Accounting Fundamentals Course from Accrew U!

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