The Concierge CPA

35 - A Fireside Chat with Forbes' Tax Girl, Kelly Phillips Erb


Listen Later

Kelly Phillips Erb is bringing the heat today! Get ready for an engaging conversation that covers a wide range of topics, from mental health to the value of your time. We dive into Kelly's unique perspective as a mom working at the crossroads of the accounting and law industries. She reminds us that behind those numbers, there are people with real stories and needs.

Kelly shares how her career took a fascinating turn from litigation to tax law and her journey sheds light on the pivotal role mentors play in shaping our professional paths. There's so much to be learned from Kelly, from the challenges she's faced to common myths in tax law.


Looking ahead, we discuss the evolving landscape of tax preparation and why value pricing is crucial for delivering top-notch services to clients. We also dive into the often-overlooked topic of gender inequality in business writing, as well as gender disparities in the law profession.


Stay tuned for Kelly's insights on how women can achieve career growth and mentorship in the tax profession. Our discussion is packed with valuable advice and actionable tips. We wrap it up by talking about courage, building a supportive community, and leveraging social media platforms for professional growth and networking. Don't miss out on this dynamic episode that's sure to inspire!


What you'll hear in this episode:

[1:30] Law, writing, and personal branding.

[7:40] Personal and professional growth, with a focus on veterans and mental health.

[11:30] Tax law career path and mentorship.

[15:25] Career choices, challenges, and tax law myths.

[22:35] Tax accounting, communication, and teamwork.

[27:20] Teamwork, communication, and AI in accounting and law professions.

[32:15] AI in legal practice, resistance, and efficiency.

[37:20] The future of tax preparation and the importance of value pricing.

[41:00] Gender inequality in business writing.

[43:50] Gender inequality in law profession.

[48:05] Career growth and mentorship in the tax profession.

[53:25] Courage, community, and social media platforms.

[57:00] Tax planning and accounting industry insights.


Connect with Kelly on LinkedIn https://www.linkedin.com/in/taxgirl/recent-activity/all/


Read Kelly's work on Forbes https://www.forbes.com/sites/kellyphillipserb/?sh=1e98b0679cba


Connect with Jackie on Instagram @jackiemCPA


Check out more of Jackie’s work at https://www.jackiemeyercpa.com/

...more
View all episodesView all episodes
Download on the App Store

The Concierge CPABy Jackie Meyer

  • 5
  • 5
  • 5
  • 5
  • 5

5

10 ratings


More shows like The Concierge CPA

View all
Main Street Business by Mark J Kohler and Mat Sorensen

Main Street Business

589 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

340 Listeners

Modern Wisdom by Chris Williamson

Modern Wisdom

3,793 Listeners

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals by Michelle Weinstein  - The Pitch Queen, Sales Strategist

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

86 Listeners

Business Strategy for CPA's by Geraldine Carter

Business Strategy for CPA's

43 Listeners

Future Firm Accounting Podcast by Ryan Lazanis

Future Firm Accounting Podcast

26 Listeners

The Unique CPA by Randy Crabtree, CPA

The Unique CPA

23 Listeners

The Modern CPA Success Show by Summit Virtual CFO by Anders

The Modern CPA Success Show

9 Listeners

Accounting High by Accounting High

Accounting High

48 Listeners

Earmark Podcast | Earn Free Accounting CPE by Blake Oliver, CPA

Earmark Podcast | Earn Free Accounting CPE

28 Listeners

Who's Really the BOSS? by Marcus Dillon, Rachel Dillon

Who's Really the BOSS?

11 Listeners

Federal Tax Updates by Roger Harris, EA and Annie Schwab, CPA

Federal Tax Updates

29 Listeners

Jason On Firms Podcast by Jason Staats

Jason On Firms Podcast

54 Listeners

UnAccountable! by UnAccountable

UnAccountable!

28 Listeners

Unofficial QuickBooks Accountants Podcast by Alicia Katz Pollock, MAT

Unofficial QuickBooks Accountants Podcast

41 Listeners