Quality leadership that grows your accounting practice isn’t about pushing your team to work harder. While it may sound counterintuitive, modeling a healthy, balanced life is what actually moves the needle. In this episode of The Accountant’s Flight Plan, Rob Dube opens the conversation by emphasizing that when leaders prioritize wellness, the team will follow suit. This results in less burnout, fewer mistakes, better client service, and a more harmonious work environment. If you are happy in your work and life, your team and CPA practice will thrive as well. 

Brannon and Rob also discuss the importance of vulnerability and authentic connection to maintain effective leadership. By sharing your personal story with partners, employees, and close peers, leaders build trust and authentic engagement. Some practical ways to start doing this could be asking for feedback from your close friends and peers on what your strengths and weaknesses are, allowing leaders to shed their “armor”. This can lead to more self-awareness and foster deeper relationships and a higher-energy workplace.

To conclude, Rob and Brannon discuss the importance of setting boundaries to prioritize high-value work. The effectiveness of avoiding hustle culture, taking time off, and delegating lower-value tasks ensures that leaders remain energized for what truly matters. By focusing on purpose, energy, and mindful action, leaders can build resilient teams, sustainable practices, and more fulfilling lives.

Timestamp List: Key Sections:

• 02:00 - Introducing The Ten Disciplines
• 04:00 - Climbing the Two Mountains: Achievement vs. Meaning
• 07:00 - Chaos vs. Awareness: Tuning Into Your Body
• 11:00 - Understanding the Driven Personality
• 14:00 - Vulnerability and the Inner Story
• 21:00 - Practical Steps to Peel Back the Armor
• 26:00 - Combatting Hustle Culture and Setting Boundaries
• 31:00 - Delegating and Avoiding Low-Value Work
• 37:00 - Resources and Key Takeaways

Link to full listing: https://poegroupadvisors.com/practice/sc2038/ 

Firm Highlights:
- Young, energetic owner committed to staying 10+ years to run and grow the firm.
- Selling 70–100% equity, with plans to offer key employees an ownership stake.
- 3+ CPAs on staff and over 20 employees.
- High-net-worth clients with strong loyalty and consistent referrals.
- 78% of services tied to business clients.