The Dancing Accountant on Canopy’s “Practice Success Podcast”

It always feels a bit surreal to watch yourself being interviewed, but KC Brothers and Gaynor Hardy (Meilke) did such an incredible job with this piece — which Canopy recently released in their “Practice Success Podcast” — that I actually found myself revisiting some important points I hadn’t thought about in a while.

It’s not fluff! They asked real questions about issues affecting our industry: we delved into branding your passions, company culture and how we strive to make our firm more human, what that has to do with artificial intelligence — AND the attention we need to give language and training in a world where AI is an integral part of our worklife.

Three Main Themes, as outlined by the producers: 

  1. Integrating passions and work: The importance of integrating passion and personal interests into professional work, as seen through Nancy McClelland’s incorporation of dancing into her accounting career.
  2. Creating your own brand: Creating a unique brand and identity in the accounting industry, exemplified by The Dancing Accountant firm helps to build relationships with clients and leave a memorable impression.
  3. Benefits & Challenges of AI: The benefits and challenges of incorporating AI and automation in accounting ensure a balance between technological advancements and human skills. This includes improving efficiency and the need for ongoing evaluation and training within a firm. 

And I’m going to add that we talked a lot about company culture and work-life balance as well. We fit a lot into 20 minutes.

It was a great conversation and I hope these themes resonate with you and add value to your day! Find the full episode here, where you can choose your favorite podcast platform: https://ow.ly/vwYQ50QrRRf.

Side note: I don’t think of myself as a “name dropper” — but I do love to share props with the people and tools that make a difference in my life. To that end, this episode (recorded at Joe Woodard & Heather Satterley‘s Scaling New Heights conference) is chock-full of mentors and colleagues such as John Garrett, Misty Megia, Douglas Sleeter, Hector Garcia CPA & Mark Corum‘s RightTool, Blake Oliver, CPA and Questian Telka, EA. If this podcast introduces you to any of these fabulous mentors and colleagues, then I’ll consider it a major win. You can thank me later.

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