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5. A Week in the Life: What We’re Really Doing
In this conversation, Leah and Aminder discuss their experiences with work-life balance, the challenges of preparing for the CPA exam, and the growth of their businesses. They share insights on the importance of organization, delegation, and maintaining a healthy work-life balance while navigating the demands of being small business owners. The discussion also touches on vacations and how personal experiences can influence professional life.
Key Takeaways
• Aminder emphasizes the importance of balancing client work and business strategy.
• Leah shares her experience of easing into the week without a strict schedule.
• Both speakers highlight the significance of taking breaks and enjoying nature.
• They discuss the challenges of preparing for the CPA exam and the need for structured study time.
• Aminder mentions the importance of planning and organization in managing client work.
• Leah reflects on the flexibility of being a business owner compared to corporate life.
• They talk about the necessity of delegation as businesses grow.
• Aminder shares her approach to using work blocks and checklists for productivity.
• Leah expresses the joy of using a planner and colored pens for organization.
• Both agree on the subjective nature of business management and the importance of finding what works for them.
Website: TheAccountingEdit.com
Aminder's Links:
Website: sequoia-cpa.com
Instagram: @sequoiacpa
LinkedIn: linkedin.com/company/sequoia-cpa
Leah's Links:
Website: orca-accounting.com
Instagram: @orcaaccounting
LinkedIn: linkedin.com/in/leahmccool
Chapters
00:00 Introduction
06:51 Weekly Planning and Structure
11:26 Balancing Work and Personal Life
15:34 Evolving Work Schedules and Business Growth
21:43 The Balancing Act of Business Operations
23:11 Evolving Client Work and Marketing Strategies
25:25 The Importance of Delegation in Business Growth
27:06 Evaluating Opportunity Costs in Business Decisions
28:00 Structuring Your Work Week Effectively
31:32 Organizational Tools and Techniques for Efficiency
36:34 Conclusion
Keywords: Work-life balance, CPA exam, business growth, delegation, client management, organization, productivity, small business, accounting, entrepreneurship, accounting
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By The Accounting Edit
5
22 ratings
In this conversation, Leah and Aminder discuss their experiences with work-life balance, the challenges of preparing for the CPA exam, and the growth of their businesses. They share insights on the importance of organization, delegation, and maintaining a healthy work-life balance while navigating the demands of being small business owners. The discussion also touches on vacations and how personal experiences can influence professional life.
Key Takeaways
• Aminder emphasizes the importance of balancing client work and business strategy.
• Leah shares her experience of easing into the week without a strict schedule.
• Both speakers highlight the significance of taking breaks and enjoying nature.
• They discuss the challenges of preparing for the CPA exam and the need for structured study time.
• Aminder mentions the importance of planning and organization in managing client work.
• Leah reflects on the flexibility of being a business owner compared to corporate life.
• They talk about the necessity of delegation as businesses grow.
• Aminder shares her approach to using work blocks and checklists for productivity.
• Leah expresses the joy of using a planner and colored pens for organization.
• Both agree on the subjective nature of business management and the importance of finding what works for them.
Website: TheAccountingEdit.com
Aminder's Links:
Website: sequoia-cpa.com
Instagram: @sequoiacpa
LinkedIn: linkedin.com/company/sequoia-cpa
Leah's Links:
Website: orca-accounting.com
Instagram: @orcaaccounting
LinkedIn: linkedin.com/in/leahmccool
Chapters
00:00 Introduction
06:51 Weekly Planning and Structure
11:26 Balancing Work and Personal Life
15:34 Evolving Work Schedules and Business Growth
21:43 The Balancing Act of Business Operations
23:11 Evolving Client Work and Marketing Strategies
25:25 The Importance of Delegation in Business Growth
27:06 Evaluating Opportunity Costs in Business Decisions
28:00 Structuring Your Work Week Effectively
31:32 Organizational Tools and Techniques for Efficiency
36:34 Conclusion
Keywords: Work-life balance, CPA exam, business growth, delegation, client management, organization, productivity, small business, accounting, entrepreneurship, accounting