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Questian and Nancy sit down with Misty Megia of the Theatre of Public Speaking to explore why women so often stay muted—in meetings, on stages, and in their own heads. They unpack the roots of negative self-talk, why we're so much harsher on ourselves than we'd ever be with a friend, and how to bridge the gap between knowing something logically and feeling it emotionally. Misty shares specific techniques for moving past self-doubt and making self-promotion feel authentic instead of performative. SponsorsForwardly - https://www.forwardly.com/shecountsRelay- https://relayfi.com/shecountsClient Hub - https://www.clienthub.app/lp/shecounts (00:00) - Welcome to She Counts (02:12) - Misty's Inspirational Story (05:42) - The Concept of Unmuting (12:31) - Overcoming Self-Doubt and Negative Self-Talk (16:40) - Practical Tips for Building Confidence (32:25) - Reflecting on Childhood and Self-Doubt (34:27) - Navigating the Challenges of Self-Promotion (41:20) - The Importance of Community and Support (47:00) - Learning from Men: Authentic Self-Promotion (53:25) - Upcoming Programs and Opportunities ResourcesMisty Schachtell Megia on LinkedIn - https://www.linkedin.com/in/misty-schachtell-3a634a2/Theatre of Public Speaking Spring 2026 Cohort - https://publicspeaking.mistymegia.com/bundles/tops-spring26?ref=857055Theatre of Public Speaking Spring 2026 Cohort VIP - https://publicspeaking.mistymegia.com/bundles/spring26-vip?ref=857055Theatre of Public Speaking on LinkedIn - https://www.linkedin.com/company/theatreofpublicspeaking/Theatre of Public Speaking on IG - https://www.instagram.com/theatreofpublicspeaking/Dr. Tara Swart, “The Source” - https://www.taraswart.com/the-source/Dr. Tara Swart videos - https://www.taraswart.com/videos/List of common cognitive distortions - https://mentalhealthcenterkids.com/products/common-cognitive-distortions-pdfNegative self-talk meme - https://kbravo.substack.com/p/cartoon-autopsy-negative-self-talkKate Johnson, “How Accountants Can Grow On Video” - https://www.youtube.com/watch?v=jFWwclJHcjEChair Whimsy Upholstery Courses - https://chairwhimsy.com/courses/The Blissful Life Podcast - ToPS Series - https://youtu.be/uM5voT6Fhks?si=-R3zNWReZNmR8LT6Studies Cited:https://pmc.ncbi.nlm.nih.gov/articles/PMC10963437/https://arxiv.org/abs/1711.10985https://pmc.ncbi.nlm.nih.gov/articles/PMC3652533/https://www.aeaweb.org/conference/2025/program/paper/4diYF3ZQhttps://labs.psych.ucsb.edu/sherman/david/sites/labs.psych.ucsb.edu.sherman.david/files/pubs/sherman.lokande.muller.cohen_.2021.sa_.pdfSPONSORS: [Forwardly, Relay, Client Hub]  Join Our LinkedIn Page! https://www.linkedin.com/company/she-counts-podcast Subscribe on YouTube https://www.youtube.com/@SheCountsPodcast Follow She Counts on IG https://www.instagram.com/shecounts.show/ Connect with Nancy https://www.thedancingaccountant.com/ https://www.linkedin.com/in/nancy-mcclelland-cpa Connect with Questian https://www.reqoncilefinancials.com/ https://www.linkedin.com/in/questian-telka-ea-78383666 Earn CPE for Listening to This Podcast https://www.earmark.app/ This podcast is a production of Earmark Media

Recorded live at AFWA’s Women Who Count Conference, Questian and Nancy are joined by employment attorney Kami Hoskins and HR leader Julie Thiel for an unflinching conversation about sexual harassment in accounting. From boundary-crossing “jokes” and unwanted physical contact to explicit quid pro quo threats, this panel breaks down how harassment actually shows up at work… and why it’s so often minimized, misread, or missed entirely in the moment. They pull back the curtain on what really happens when HR gets involved, why silence is often mistaken for professionalism, and how power dynamics shape who is believed and who is protected. This is Part Two of a two-part live recording examining how workplace culture enables harm—and what it takes to change it. SponsorsForwardly - https://www.forwardly.com/shecountsRelay- https://relayfi.com/shecountsClient Hub - https://www.clienthub.app/lp/shecounts (00:00) - Introduction and Overview (01:32) - Addressing Harassment Beyond the Workplace (02:32) - Handling Client Harassment (03:39) - Building HR Resources for Small Firms (04:26) - The Role of Supervisors in Reporting (06:04) - Legal Recourse and External Resources (08:37) - Strategies for Employees to Resist Harassment (21:35) - Creating a Culture of Accountability and Respect (30:20) - Using Data to Assess Organizational Culture (31:31) - Audience Q&A Begins (33:42) - The Importance of Tone from the Top (36:27) - Handling Sensitive Situations in Volunteer Organizations (39:34) - Addressing Sexual Harassment in the Workplace (49:53) - Rapid Fire Q&A (53:09) - Conclusion and Final Thoughts ResourcesSlide Deck - https://docs.google.com/presentation/d/1EVkM2HbslFIqWXhDHWxkgYpmtk_0ZG0lJ9yE-DgdNdw/Live Audience’s Mentimeter Word Cloud - https://photos.app.goo.gl/jh2d42QmRRZwKL9R7AFWA Women Who Count Conference - https://www.afwa.org/women-who-count/Kami Hoskins - https://www.linkedin.com/in/kami-hoskins-132aaa2a/ - creates and implements effective solutions for employers navigating complex labor and employment law issues, providing meticulous defense in state and federal courts as well as before the Equal Employment Opportunity Commission, National Labor Relations Board, and the Arizona Attorney General’s Office.She advises employers on employment policies and handbooks, performance management, accommodations, reductions in force, and workplace investigations. She negotiates and drafts employment-related agreements, including non-competition, non-solicitation, and confidentiality agreements. She also has extensive experience leading employment practices trainings for attorneys, HR professionals, and managers. In addition to her labor and employment practice, Kami advises businesses on sustainability and ESG strategies, including sustainability disclosures under relevant regulatory frameworks, greenhouse gas goal setting, DEI programs, and social impact programs. With a strong capacity for high-stakes, people-centered work and a decisive, detail-oriented approach to problem-solving, Kami’s dynamic practice also includes commercial litigation and business reorganization matters. Kami has been a volunteer with the Boys & Girls Clubs of the Valley since 2012 and a member of the Executive Committee since 2019. On Saturday mornings, you can find Kami volunteering with the Arizona Humane Society.Julie Thiel - https://www.linkedin.com/in/juliemthiel/ - helps professional services firms transform high-turnover environments into talent magnets. With 30+ years in HR leadership, Julie implements her proven, practical retention framework to reduce costly turnover in accounting, engineering, and IT organizations. She combines expertise in emotional intelligence and retention strategy to deliver practical solutions that leaders can implement immediately. Julie has presented at APWA Minnesota, Dakota County Chamber of Commerce, School Nutrition Association, and the University of Minnesota Carlson School of Business. Her audiences praise her relatable style and actionable insights that transform retention challenges into strategic advantages. Equal Employment Opportunity Commission -  https://www.eeoc.gov/data/sexual-harassment-our-nations-workplacesWomen in the Workplace 2024 - https://leanin.org/women-in-the-workplace SPONSORS: [Forwardly, Relay, Client Hub]  Join Our LinkedIn Page! https://www.linkedin.com/company/she-counts-podcast Subscribe on YouTube https://www.youtube.com/@SheCountsPodcast Follow She Counts on IG https://www.instagram.com/shecounts.show/ Connect with Nancy https://www.thedancingaccountant.com/ https://www.linkedin.com/in/nancy-mcclelland-cpa Connect with Questian https://www.reqoncilefinancials.com/ https://www.linkedin.com/in/questian-telka-ea-78383666 Earn CPE for Listening to This Podcast https://www.earmark.app/ This podcast is a production of Earmark Media

Recorded live at AFWA’s Women Who Count Conference, Questian and Nancy are joined by employment attorney Kami Hoskins and HR leader Julie Thiel for an unflinching conversation about sexual harassment in accounting. From boundary-crossing “jokes” and unwanted physical contact to explicit quid pro quo threats, this panel breaks down how harassment actually shows up at work… and why it’s so often minimized, misread, or missed entirely in the moment. They pull back the curtain on what really happens when HR gets involved, why silence is often mistaken for professionalism, and how power dynamics shape who is believed and who is protected. This is Part One of a two-part live recording examining how workplace culture enables harm—and what it takes to change it. SponsorsForwardly - https://www.forwardly.com/shecountsRelay- https://relayfi.com/shecountsClient Hub - https://www.clienthub.app/lp/shecounts (00:00) - Introduction and Overview (01:20) - Live Recording at Women Who Count Conference (02:47) - Meet the Experts: Kami Hoskins and Julie Thiel (04:26) - Trigger Warnings and Disclaimers (06:12) - Poll Results and Audience Reactions (09:17) - Personal Stories of Harassment (20:57) - Types of Sexual Harassment (27:05) - Addressing Discomfort in the Workplace (27:20) - The HR Investigation Process (32:47) - Handling Unwelcome Behavior (34:34) - The Role of HR in Resolving Issues (36:33) - Understanding Sexual Harassment Statistics (39:03) - Retaliation Concerns and Protections (43:50) - The Importance of Employer Policies (47:58) - HR's Dual Role: Protecting Company and Employees (52:47) - The Costs of Sexual Harassment Allegations (54:13) - Conclusion and Next Steps ResourcesSlide Deck - https://docs.google.com/presentation/d/1EVkM2HbslFIqWXhDHWxkgYpmtk_0ZG0lJ9yE-DgdNdw/Live Audience’s Mentimeter Word Cloud - https://photos.app.goo.gl/jh2d42QmRRZwKL9R7 AFWA Women Who Count Conference - https://www.afwa.org/women-who-count/ Kami Hoskins - https://www.linkedin.com/in/kami-hoskins-132aaa2a/ - creates and implements effective solutions for employers navigating complex labor and employment law issues, providing meticulous defense in state and federal courts as well as before the Equal Employment Opportunity Commission, National Labor Relations Board, and the Arizona Attorney General’s Office.She advises employers on employment policies and handbooks, performance management, accommodations, reductions in force, and workplace investigations. She negotiates and drafts employment-related agreements, including non-competition, non-solicitation, and confidentiality agreements. She also has extensive experience leading employment practices trainings for attorneys, HR professionals, and managers.In addition to her labor and employment practice, Kami advises businesses on sustainability and ESG strategies, including sustainability disclosures under relevant regulatory frameworks, greenhouse gas goal setting, DEI programs, and social impact programs. With a strong capacity for high-stakes, people-centered work and a decisive, detail-oriented approach to problem-solving, Kami’s dynamic practice also includes commercial litigation and business reorganization matters. Kami has been a volunteer with the Boys & Girls Clubs of the Valley since 2012 and a member of the Executive Committee since 2019. On Saturday mornings, you can find Kami volunteering with the Arizona Humane Society.Julie Thiel - https://www.linkedin.com/in/juliemthiel/ - helps professional services firms transform high-turnover environments into talent magnets. With 30+ years in HR leadership, Julie implements her proven, practical retention framework to reduce costly turnover in accounting, engineering, and IT organizations. She combines expertise in emotional intelligence and retention strategy to deliver practical solutions that leaders can implement immediately. Julie has presented at APWA Minnesota, Dakota County Chamber of Commerce, School Nutrition Association, and the University of Minnesota Carlson School of Business. Her audiences praise her relatable style and actionable insights that transform retention challenges into strategic advantages. Equal Employment Opportunity Commission -  https://www.eeoc.gov/data/sexual-harassment-our-nations-workplacesWomen in the Workplace 2024 - https://leanin.org/women-in-the-workplace SPONSORS: [Forwardly, Relay, Client Hub]  Join Our LinkedIn Page! https://www.linkedin.com/company/she-counts-podcast Subscribe on YouTube https://www.youtube.com/@SheCountsPodcast Follow She Counts on IG https://www.instagram.com/shecounts.show/ Connect with Nancy https://www.thedancingaccountant.com/ https://www.linkedin.com/in/nancy-mcclelland-cpa Connect with Questian https://www.reqoncilefinancials.com/ https://www.linkedin.com/in/questian-telka-ea-78383666 Earn CPE for Listening to This Podcast https://www.earmark.app/ This podcast is a production of Earmark Media

Two accountants with ADHD (and one who’s got lots of questions) get real about what it's like when your brain won't filter information, when 30 minutes turns into either 3 hours or 3 minutes, and when opening your email derails your entire day. Jina Etienne joins Questian and Nancy to discuss early- vs later-in-life diagnosis; the exhaustion of masking symptoms for decades; the superpowers inherent in ADHD; and why women in accounting are finally putting words to experiences they've had their whole lives. If you’ve wondered about ADHD in accounting… yet all your resources are male, this is the episode for you. SponsorsForwardly - https://www.forwardly.com/shecountsRelay- https://relayfi.com/shecountsClient Hub - https://www.clienthub.app/lp/shecounts (00:00) - Introduction and Episode Overview (00:51) - Meet Our Guest: Jina Etienne (05:25) - Personal Stories of ADHD Diagnosis (08:15) - Understanding ADHD in Women (11:27) - Challenges and Misconceptions (19:42) - Masking Behaviors and Functional Freeze (30:59) - The Impact of Late Diagnosis (37:38) - Navigating Social Cues (38:42) - Communication Styles with My Husband (44:59) - Understanding Time Blindness (48:36) - Managing ADHD with Tools and Strategies (59:32) - The Power of Hyperfocus (01:03:12) - Embracing ADHD Superpowers (01:05:15) - Conclusion and Final Thoughts ResourcesJina Etienne on LinkedIn - https://www.linkedin.com/in/etiennejina/“Speaking the Unspoken” by Jina Etienne - https://www.etienneconsulting.com/post/speaking-the-unspokenThe Distracted Elephant podcast by Jina Etienne & Ipalla Cooke - https://www.distractedelephant.com Jina’s YouTube channel: https://www.youtube.com/@etienneconsulting Jina’s personal blog: Fearlessly Me - https://www.fearlessly-me.com “ADHD: Beyond the Stereotypes in the Workplace” by Jina Etienne -  https://report.woodard.com/articles/adhd-beyond-the-stereotypes-in-the-workplace-ophrwr “Understanding ADHD: Looking Past Stereotypes” by Jina Etienne  - https://report.woodard.com/articles/understanding-adhd-looking-past-stereotypes-ophrwrHelpful links:CDC - How is ADHD Diagnosed (https://www.cdc.gov/ncbddd/adhd/diagnosis.html)Adult ADHD Assessment and Diagnosis (https://www.aafp.org/family-physician/patient-care/prevention-wellness/emotional-wellbeing/adhd-toolkit/assessment-and-diagnosis.htmlTesting for ADHD: How ADHD Is Diagnosed (https://www.verywellmind.com/diagnosis-of-adhd-20584)Symptoms of Adult ADHD https://www.healthline.com/health/adhd/adult-adhdMore and more women being diagnosed with ADHD, study findshttps://www.cbsnews.com/newyork/news/more-and-more-women-being-diagnosed-with-adhd-new-study-finds/Time Blindness in ADHD https://www.verywellmind.com/causes-and-symptoms-of-time-blindness-in-adhd-5216523 The Creativity of ADHD https://www.scientificamerican.com/article/the-creativity-of-adhd/“ADHD Impairment Peaks in Menopause, According to ADDitude Reader Survey”  https://www.additudemag.com/menopause-symptoms-adhd-survey/ “This Is How Your ADHD Can Affect You During Menopause” https://drbrighten.com/adhd-and-menopause Links from studies and articles cited in the episode:Adult ADHD and comorbid anxiety and depressive disorders: a review of etiology and treatment - https://pmc.ncbi.nlm.nih.gov/articles/PMC12179154/The female side of pharmacotherapy for ADHD: A systematic literature review - https://journals.plos.org/plosone/article?id=10.1371/journal.pone.0239257PubMed, Prevalence of Undiagnosed ADHD in Adults - https://pubmed.ncbi.nlm.nih.gov/39830803/“Focus & Flow: The ADHD Accountant’s Survival Guide” (CPA Practice Advisor, 2024) - https://www.cpapracticeadvisor.com/2024/09/09/working-with-adhd-a-toolkit-for-accountants/110133/“Resources and Strategies Are Available to Accountants with ADHD” (NYSSCPA / Accounting Today) - https://nysscpa.org/article-content/resources-and-strategies-are-available-to-accountants-with-adhd-091224SPONSORS: [Forwardly, Relay, Client Hub]  Join Our LinkedIn Page! https://www.linkedin.com/company/she-counts-podcast Subscribe on YouTube https://www.youtube.com/@SheCountsPodcast Follow She Counts on IG https://www.instagram.com/shecounts.show/ Connect with Nancy https://www.thedancingaccountant.com/ https://www.linkedin.com/in/nancy-mcclelland-cpa Connect with Questian https://www.reqoncilefinancials.com/ https://www.linkedin.com/in/questian-telka-ea-78383666 Earn CPE for Listening to This Podcast https://www.earmark.app/ This podcast is a production of Earmark Media

When nearly everyone in the room raises their hand to admit they experience imposter syndrome… it's time to stop calling it a “syndrome”. Questian and Nancy explore why this near-universal feeling shows up differently for high-achieving women in accounting—who, for various reasons, often push through it more slowly than men—examining the systemic and social roots that reinforce it. They share personal stories of feeling unqualified despite clear evidence to the contrary, and offer practical frameworks for recognizing, reframing, and finding relief from these persistent self-limiting beliefs. SponsorsForwardly - https://www.forwardly.com/shecountsRelay- https://relayfi.com/shecountsClient Hub - https://www.clienthub.app/lp/shecounts (00:00) - Introduction and Episode Overview (01:06) - Personal Stories and Experiences with Imposter Syndrome (03:37) - Defining and Debunking Imposter Syndrome (11:44) - Strategies to Overcome Imposter Syndrome (24:38) - The Broader Impact and Social Context (28:06) - Understanding Extroverts and Introverts (28:28) - Overperforming to Prove Yourself (30:29) - The Realization of Knowledge Gaps (32:02) - Roots of Imposter Syndrome (32:34) - Gender Expectations and Workplace Dynamics (33:55) - Personal Stories of Imposter Syndrome (36:37) - The Impact of Social and Structural Norms (40:02) - Self-Limiting Beliefs and Career Impact (42:28) - Intersectionality and Imposter Syndrome (47:47) - Overcoming Imposter Syndrome (51:01) - Recognize, Reframe, and Relief (55:12) - Tracking Success and Setting Metrics (58:15) - Coping Mechanisms and Final Thoughts ResourcesPsychology Today - https://www.psychologytoday.com/us/basics/imposter-syndromeDr. Valerie Young - https://impostorsyndrome.com/impostor-story/Tara Mohr “Playing Big” - https://www.goodreads.com/book/show/25310678-playing-bigJennifer Dymond - https://www.linkedin.com/in/jenndymond/Theatre of Public Speaking - https://publicspeaking.mistymegia.com/?ref=857055Scaling New Heights - https://www.woodard.com/scaling-new-heights-2026Bridging the Gap - https://www.btgconference.com/Sheryl Sandberg - “... many people, but especially women, feel fraudulent when they are praised for their accomplishments. Instead of feeling worthy of recognition, they feel undeserving and guilty, as if a mistake has been made. Despite being high achievers, even experts in their fields, women can't seem to shake the sense that it is only a matter of time until they are found out for who they really are- impostors with limited skills or abilities.” - https://www.goodreads.com/book/show/16071764-lean-inSPONSORS: Forwardly, Relay, Client Hub Join Our LinkedIn Page! https://www.linkedin.com/company/she-counts-podcast Subscribe on YouTube https://www.youtube.com/@SheCountsPodcast Follow She Counts on IG https://www.instagram.com/shecounts.show/ Connect with Nancy https://www.thedancingaccountant.com/ https://www.linkedin.com/in/nancy-mcclelland-cpa Connect with Questian https://www.reqoncilefinancials.com/ https://www.linkedin.com/in/questian-telka-ea-78383666 Earn CPE for Listening to This Podcast https://www.earmark.app/ This podcast is a production of Earmark Media

Candy Bellau joins Nancy and Questian to discuss a problem that costs women accountants thousands of dollars every year: underpricing. The conversation covers why women tend to charge 25-50% less than men for the same work, how compassionate pricing and relationship loyalty keep us trapped in unsustainable business models, and what changed when Candy discovered male colleagues were quoting double her rates despite having less expertise. The three dive into practical solutions, including reframing value-based pricing, building community support around fee conversations, and remembering that sustainable pricing is not only about personal profit, but also about taking care of your team. SponsorsForwardly - https://www.forwardly.com/shecountsRelay- https://relayfi.com/shecountsClient Hub - https://www.clienthub.app/lp/shecounts (00:00) - Welcome to She Counts (00:55) - Introducing Today's Topic and Guest (01:38) - Personal Challenges and Support (04:24) - Kandy's Story: Overcoming Hardships (08:55) - The Turning Point: Changing Pricing Strategies (12:57) - The Impact of Underpricing (35:57) - Steps to Address Gender Disparities in Pricing (41:37) - Balancing Personal Life and Business (42:33) - Empowering Employees (48:01) - No Margin, No Mission (51:04) - Addressing Gender Disparities in Pricing (56:01) - Building Confidence in Pricing (59:20) - Practical Solutions for Better Pricing (01:12:42) - Final Thoughts and Takeaways ResourcesCandy Bellau on LinkedIn - https://www.linkedin.com/in/candicejohnsonkramerica/Unbalanced Podcast - https://open.spotify.com/show/4cikK2dd9JVvSmeyax58fQSam Hallburn - https://www.linkedin.com/in/pbsaccounting/Kramerica Business Solutions, Candy’s controllership company - https://kramericasolutions.com/Vandelay Forensic Group LLC, Candy’s CFE/Private Investigator Agency - www.vandelayforensics.comTheatre of Public Speaking - https://publicspeaking.mistymegia.com/?ref=857055Candy & Heather Satterley on the Woodard Report podcast - https://report.woodard.com/articles/twr-podcast-episode-99-candy-bellau-rwwr-twrpodCandy’s Woodard Report articles - https://report.woodard.com/articles/author/candy-bellauAndrea MacDonald on LinkedIn - https://www.linkedin.com/in/andrea-macdonald-cpa-4704042b/Carlos Garcia & Vanessa Vasquez - What Exactly to Say (for Accountants) at Intuit Connect - https://www.youtube.com/watch?v=2yJoFL1rERELinks to articles and studies on gender pricing disparities: https://www.sciencedirect.com/science/article/pii/S0749597808001234https://dl.acm.org/doi/fullHtml/10.1145/3411764.3445636https://www.kauffman.org/wp-content/uploads/2019/12/gender_compilation_83016.pdfhttps://www.usatoday.com/story/money/usaandmain/2018/08/29/gender-wage-gap-women-entrepreneurs-time-give-yourself-raise/1123545002/https://www.inc.com/kimberly-weisul/why-women-business-owners-need-to-raise-prices.htmlhttps://www.bcg.com/publications/2018/why-women-owned-startups-are-better-bethttps://www.sciencedirect.com/science/article/pii/S0749597808001234https://www.jec.senate.gov/public/_cache/files/8a42df04-8b6d-4949-b20b-6f40a326db9e/the-pink-tax---how-gender-based-pricing-hurts-women-s-buying-power.pdfhttps://thegalproject.com/2025/05/21/pricing-with-confidence/SPONSORS: Forwardly, Relay, Client Hub Join Our LinkedIn Page! https://www.linkedin.com/company/she-counts-podcast Subscribe on YouTube https://www.youtube.com/@SheCountsPodcast Follow She Counts on IG https://www.instagram.com/shecounts.show/ Connect with Nancy https://www.thedancingaccountant.com/ https://www.linkedin.com/in/nancy-mcclelland-cpa Connect with Questian https://www.reqoncilefinancials.com/ https://www.linkedin.com/in/questian-telka-ea-78383666 Earn CPE for Listening to This Podcast https://www.earmark.app/ This podcast is a production of Earmark Media

Most professionals treat "yes" as their default setting, then spend their lives playing catch-up. Brandy Jordan joins us to help reframe "no" as a necessary operating system for strategic decision-making rather than a personal failure. The discussion covers the planning fallacy, why self-abandonment is unsustainable leadership, and how starting with no actually leads to better, more intentional “yes” decisions. SponsorsForwardly - https://www.forwardly.com/shecountsRelay- https://relayfi.com/shecountsClient Hub - https://www.clienthub.app/lp/shecounts (00:00) - Welcome to She Counts (00:52) - Meet Brandy Jordan: The Power of Starting with No (01:53) - The Genesis of She Counts Podcast (05:36) - Personal Experiences with Saying No (09:45) - The Importance of Prioritizing and Setting Boundaries (17:30) - Practical Tips for Saying No (32:01) - Reflecting on the Importance of Pausing (32:29) - Overcoming the Fear of Saying No (34:46) - Personal Boundaries and Work-Life Balance (39:55) - The Planning Fallacy and Time Management (47:53) - Encouraging a 'Start with No' Mindset in Teams (53:32) - Final Thoughts and Takeaways ResourcesBrandy Jordan on LinkedIn - https://www.linkedin.com/in/brandysart/“The Power of Saying No to Boost Productivity and Set Boundaries” by Brandy Jordan - https://report.woodard.com/articles/the-power-of-saying-no-to-boost-productivity-and-set-boundaries-opdwr-wmwrBrandy’s Woodard Report articles - https://report.woodard.com/articles/author/brandy-jordanDaniel Kahneman & Amos Tversky, “Thinking, Fast & Slow” - https://www.goodreads.com/book/show/11468377-thinking-fast-and-slowSPONSORS: Forwardly, Relay, Client Hub Join Our LinkedIn Page! https://www.linkedin.com/company/she-counts-podcast Subscribe on YouTube https://www.youtube.com/@SheCountsPodcast Follow She Counts on IG https://www.instagram.com/shecounts.show/ Connect with Nancy https://www.thedancingaccountant.com/ https://www.linkedin.com/in/nancy-mcclelland-cpa Connect with Questian https://www.reqoncilefinancials.com/ https://www.linkedin.com/in/questian-telka-ea-78383666 Earn CPE for Listening to This Podcast https://www.earmark.app/ This podcast is a production of Earmark Media

Nancy and Questian record live from the Bridging the Gap conference, with audience Q&A moderated by Erin Pohan. They share raw, unfiltered answers about jealousy between friends, the shame of being called "too much," body image struggles across the spectrum, and why imposter syndrome might not be a syndrome at all. From tears to belly laughs, this celebration of Season Two proves that putting yourself out there publicly is messy, terrifying, and absolutely worth it. SponsorsForwardly - https://www.forwardly.com/shecountsClient Hub - https://www.clienthub.app/lp/shecounts Keeper  -  https://keeper.app/shecounts (00:00) - Welcome to She Counts (02:28) - Season 2 Kickoff (08:24) - Erin's Story and Bridging the Gap (12:34) - The Challenges of Podcasting (18:37) - The Impact of She Counts Podcast (22:53) - Navigating Public Vulnerability (32:28) - Balancing Collaboration and Competition (39:26) - Building Relationships at Conferences (40:11) - Facing the Fear of Networking (40:35) - The Importance of Curiosity (42:01) - Dealing with Burnout (45:38) - Overcoming Imposter Syndrome (56:48) - Body Image and Professional Life (01:09:50) - Shifting Mindsets and Self-Belief (01:12:21) - Conclusion and Final Thoughts ResourcesErin Pohan on LinkedIn - https://www.linkedin.com/in/erinpohan/Randy Crabtree on LinkedIn - https://www.linkedin.com/in/randy-crabtree-cpa-1945a67/Bridging the Gap conference - https://www.btgconference.com/Randy Crabtree’s Unique CPA podcast - https://tri-merit.com/podcast/presenting-the-she-counts-podcast/Tri-Merit - https://tri-merit.com/WAVE - https://cec4-erin.systeme.io/0cc9baddREFRAME - https://youtu.be/iohnagPbp2k?si=Cf-YYajVbEWMbYJiScaling New Heights - https://www.woodard.com/scaling-new-heights-2026Intuit Connect - https://www.intuit.com/intuitconnect/AICPA Engage - https://www.aicpa-cimaengage.com/Theatre of Public Speaking - https://publicspeaking.mistymegia.com/bundles/tops-spring26?ref=857055Women Who Count - https://www.afwa.org/women-who-count/Burnout Bestie on Instagram - https://www.instagram.com/burnoutbestie/Lynnette Oss Connell on LinkedIn - https://www.linkedin.com/in/lynnette-oss-connell-cpa/Tori Staub McKee on LinkedIn - https://www.linkedin.com/in/tori-staub-mckee-b1872427/Nicole Davis on LinkedIn - https://www.linkedin.com/in/nicoledaviscpa/Blake Oliver on LinkedIn - https://www.linkedin.com/in/blaketoliver/Brittany Brown on LinkedIn - https://www.linkedin.com/in/brittany-brown-b8324812/Dan Luthi on LinkedIn - https://www.linkedin.com/in/dan-luthi/Aileen Gilpin on LinkedIn - https://www.linkedin.com/in/aileengilpin/Roman Villard on LinkedIn - https://www.linkedin.com/in/rdvcpa/Nick Boscia on LinkedIn - https://www.linkedin.com/in/nickboscia/Misty Schachtell Megia on LinkedIn - https://www.linkedin.com/in/misty-schachtell-3a634a2/Ask a CPA - https://www.thedancingaccountant.com/bookkeepers-guide-to-annual-reviews/Bookkeeping Buds - https://www.bookkeepingbuds.com/Upkeeping LLC - https://www.upkeeping.co/ReQoncile Financials - https://www.reqoncilefinancials.com/The Dancing Accountant - https://www.thedancingaccountant.com/Nancy’s MSN column - https://www.msn.com/en-us/channel/source/The%20Dancing%20Accountant/sr-cid-2d00560200a115d5Accounting Cornerstone Foundation - https://accountingcornerstone.org/SPONSORS: Forwardly, Client Hub and Keeper Join Our LinkedIn Page! https://www.linkedin.com/company/she-counts-podcast Subscribe on YouTube https://www.youtube.com/@SheCountsPodcast Follow She Counts on IG https://www.instagram.com/shecounts.show/ Connect with Nancy https://www.thedancingaccountant.com/ https://www.linkedin.com/in/nancy-mcclelland-cpa Connect with Questian https://www.reqoncilefinancials.com/ https://www.linkedin.com/in/questian-telka-ea-78383666 Earn CPE for Listening to This Podcast https://www.earmark.app/ This podcast is a production of Earmark Media

Twyla Verhelst joins Nancy and Questian to explore why women accountants are slower to adopt AI and why that matters more than you might think. From biological risk aversion to the "cheating" stigma, Twyla unpacks the unique barriers women face with technology while revealing how every prompt we enter (or don't enter) is actively training these tools. If we don't take our seats at the AI table now, we're allowing these transformative technologies to be designed without our input, our communication style, and our needs in mind. SponsorsForwardly - https://www.forwardly.com/shecountsJustine Lackey's The Incubator - https://justinelackey.com/registerKeeper  -  https://keeper.app/shecounts/ (00:00) - Welcome to She Counts Podcast (03:42) - Twyla's Journey with AI (06:38) - Challenges Women Face with Technology (19:37) - The Importance of Women's Input in AI (27:19) - Real-World Examples of Gender Bias in Tech (35:26) - Encouragement and Tips for Women in AI (41:41) - The Value and Risks of AI Tools (42:04) - Women and Technology Adoption (44:35) - Learning in Community (49:28) - Practical Uses of AI (52:12) - The Importance of Communication (57:31) - Meeting Transcripts and Note-Taking (01:02:24) - Fun and Practical AI Applications (01:05:44) - Twyla's Role in AI Education (01:07:25) - Conclusion and Resources ResourcesTwyla Verhelst on LinkedIn - https://www.linkedin.com/in/twylav/TB Academy (Twyla & Byron’s AI classes) - https://learn.tbacademy.ai/coursesKarbon - https://karbonhq.com/mid-sized-firms/Erin Pohan on LinkedIn - https://www.linkedin.com/in/erinpohan/WAVE - https://cec4-erin.systeme.io/0cc9baddBookkeeping Buds - https://www.bookkeepingbuds.com/Theresa Sutter on Bookkeepers on Fire - Bookkeeper On Fire | Theresa Sutter - YouTubeAshley Francis on LinkedIn - https://www.linkedin.com/in/ashley-francis-seattle/Jennifer Dymond - https://www.linkedin.com/in/jenndymond/Scaling New Heights - https://www.woodard.com/scaling-new-heights-2026Mary Delaney, Karbon CEO - https://www.linkedin.com/in/marywdelaney/Chad Davis - https://www.linkedin.com/in/chaddavis1/Jason Staats - https://www.linkedin.com/in/jstaats/Tam Nguyen - TechwithTam.comMike McDerment, Freshbooks Founder on LinkedIn - https://www.linkedin.com/in/mike-mcderment-68895a1/Cheryl Sandberg - https://www.linkedin.com/in/sheryl-sandberg-5126652/ Join Our LinkedIn Page! https://www.linkedin.com/company/she-counts-podcast Subscribe on YouTube https://www.youtube.com/@SheCountsPodcast Follow She Counts on IG https://www.instagram.com/shecounts.show/ Connect with Nancy https://www.thedancingaccountant.com/ https://www.linkedin.com/in/nancy-mcclelland-cpa Connect with Questian https://www.reqoncilefinancials.com/ https://www.linkedin.com/in/questian-telka-ea-78383666 Thank you to our sponsors! https://www.forwardly.com/shecounts https://womeninaccounting.ignitionapp.com/ https://keeper.app/shecounts/ Earn CPE for Listening to This Podcast https://www.earmark.app/ This podcast is a production of Earmark Media

Nancy and Questian sit down with three powerhouse conference organizers who are reshaping the accounting event landscape: Sharrin Fuller (AFWA Women Who Count), Erin Pohan (WAVE Conference), and Madeline Reeves (Advisory Amplified tour). These women discuss pricing psychology shaped by wage gaps, navigating traditional gender roles as primary breadwinners, and why smaller, women-led conferences create space for vulnerability and real connection that larger industry events often miss. The conversation explores everything from the loneliness of firm ownership to getting a seat at the table without being labeled "emotional," and highlights three of the most important educational opportunities of the year. SponsorsForwardly - https://www.forwardly.com/shecountsJustine Lackey's The Incubator - https://justinelackey.com/registerKeeper  -  https://keeper.app/shecounts/ (00:00) - Welcome to She Counts (01:55) - Meet the Powerhouse Women (04:55) - Nancy and Questian's First Meeting Story and Conferences (08:55) - Spotlight on Wave Conference (09:58) - Spotlight on Women Who Count Conference (12:39) - Spotlight on Advisory Amplified Tour (21:09) - Unique Aspects of Each Conference (25:24) - Community and Collaboration (30:00) - Expanding the Event Beyond the Day (37:22) - Vendor Involvement in Conferences (43:56) - Challenges and Misconceptions in Women-Led Conferences (48:42) - The Importance of Women-Led Conferences (56:40) - Topics Women in Accounting Want to Discuss (01:01:43) - The Impact of Women's Conferences (01:03:02) - Conclusion and Call to Action ResourcesMadeline Reeves on LinkedIn - https://www.linkedin.com/in/madelinefearless/Sharrin Fuller on LinkedIn - https://www.linkedin.com/in/sharrinfuller/Erin Pohan on LinkedIn - https://www.linkedin.com/in/erinpohan/Advisory Amplified - https://www.advisoryamplified.com/Women Who Count - https://www.afwa.org/women-who-count/WAVE - https://cec4-erin.systeme.io/0cc9baddTwyla Verhelst on LinkedIn - https://www.linkedin.com/in/twylav/Twyla & Byron’s AI class - https://learn.tbacademy.ai/coursesCindy Schroeder on LinkedIn - https://www.linkedin.com/in/brightbooks/Bookkeeping Buds - https://www.bookkeepingbuds.com/Carla Caldwell on LinkedIn - https://www.linkedin.com/in/carlacaldwell/Mariette Martinez on LinkedIn - https://www.linkedin.com/in/mariettemartinez/Bridging the Gap Conference - https://www.btgconference.com/ Join Our LinkedIn Page! https://www.linkedin.com/company/she-counts-podcast Subscribe on YouTube https://www.youtube.com/@SheCountsPodcast Follow She Counts on IG https://www.instagram.com/shecounts.show/ Connect with Nancy https://www.thedancingaccountant.com/ https://www.linkedin.com/in/nancy-mcclelland-cpa Connect with Questian https://www.reqoncilefinancials.com/ https://www.linkedin.com/in/questian-telka-ea-78383666 Thank you to our sponsors! https://www.forwardly.com/shecounts https://womeninaccounting.ignitionapp.com/ https://keeper.app/shecounts/ Earn CPE for Listening to This Podcast https://www.earmark.app/ This podcast is a production of Earmark Media

Justine Lackey thought she wanted to build a million-dollar bookkeeping firm – until she recognized the roadmap to get there was literally causing her physical pain. She realized that chasing revenue without building systems creates a "runaway bus" business, and rebuilt her company to harness sustainable growth and serve clients better. She shares the difference between vertical growth (more clients, more money) and lateral growth (better processes, stronger foundation) and reveals the mindset shift that helped her see her firm as a sellable asset… and why she now teaches other women to define success on their own terms. SponsorsForwardly - https://www.forwardly.com/shecountsJustine Lackey's The Incubator - https://justinelackey.com/registerKeeper  -  https://keeper.app/shecounts/ (00:00) - Welcome to She Counts (02:58) - The Accidental Virtual Bookkeeper (05:38) - Learning What You Actually Want (08:08) - The Biggest Mistakes: Lack of Clarity and External Pressure (12:08) - The Road to 3 Million and Physical Pain (16:38) - Ethical Leadership and Hard Conversations (21:02) - Client Relationships and Being Nice (25:12) - Lateral Growth vs Vertical Growth (30:52) - What Happens When You Skip the Foundation (36:13) - Every Firm Owner Wants Help (40:13) - Technology as People: Finding Your Fit (46:13) - Building an Asset You Can Sell (53:10) - The Modern Firm Challenge (58:50) - Where to Find Justine and Final Thoughts Resources:Justine Lackey on LinkedIn - https://www.linkedin.com/in/justinelackey/The Modern Firm Challenge with Justine LackeyRedesign How You Work, Think, and Earn With This 5-Day, High-Touch Guided Experience September 15th - September 20th, 1-2pm ET on Zoom  Register here - justinelackey.com/registerDay One The 5-Star Client Experience - Systemize the 4 steps to pristine, polished bookkeeping no matter what your client’s business is, or what their books look like Day Two Client Onboarding Secrets - My secrets for getting every client started on the right foot so they pay, stay, and do things YOUR way Day Three The Month-End Close Workflow - Learn to nail your month-end deadlines so you can stress less, and earn more. Day Four Pricing Confidence – Discover how to raise your rates without fear, attract clients who respect your value, and talk about pricing with ease. Day Five  YOUR Business Breakthrough LIVE – Bring your top business challenge for rapid-fire 1:1 coaching. PLUS, discover my Two-Minute Tool to crush overwhelm and create a clear, step-by-step action plan—no matter what you’re facing. ‘Ask a CPA’ free “Bookkeeper’s Guide to Annual Reviews” - https://www.thedancingaccountant.com/bookkeepers-guide-to-annual-reviews/Melissa Miller-Furgeson: “Defining & Attracting YOUR Ideal Client” - https://youtu.be/3TQl5jpGYjk?si=4c9pf3YOQCPjUGnz&t=989“Built to Sell: Creating a Business That Can Thrive Without You” by John Warrillow - https://www.goodreads.com/book/show/10075698-built-to-sell Join Our LinkedIn Page! https://www.linkedin.com/company/she-counts-podcast Subscribe on YouTube https://www.youtube.com/@SheCountsPodcast Follow She Counts on IG https://www.instagram.com/shecounts.show/ Connect with Nancy https://www.thedancingaccountant.com/ https://www.linkedin.com/in/nancy-mcclelland-cpa Connect with Questian https://www.reqoncilefinancials.com/ https://www.linkedin.com/in/questian-telka-ea-78383666 Thank you to our sponsors! https://www.forwardly.com/shecounts https://keeper.app/shecounts/ Earn CPE for Listening to This Podcast https://www.earmark.app/ This podcast is a production of Earmark Media

The accounting profession starts with gender parity… but ends with a massive leadership gap – and the discrepancy has nothing to do with either talent or capability. This episode examines the structural issues that cause firms to lose women mid-career, from unconscious bias in performance reviews to assumptions about working mothers. Nancy and Questian break down the research on interruption patterns, pay disparities, and the "motherhood penalty," then offer concrete ways leaders can create more equitable pathways to partnership. SponsorsForwardly - https://www.forwardly.com/shecountsJustine Lackey's The Incubator - https://justinelackey.com/registerKeeper  -  https://keeper.app/shecounts/ (00:00) - Introduction and Episode Overview (01:18) - The Gender Gap in Accounting Leadership (02:46) - Challenges Women Face in the Workplace (07:41) - Personal Stories and Experiences (11:35) - Addressing Unconscious Bias (22:38) - Actionable Solutions for Change (30:25) - A Friend's Struggle and Workplace Flexibility (31:13) - The Pay Cut and Its Long-Term Impact (32:58) - The Importance of Flexibility in the Workplace (34:48) - Luma Accounting: A Solution for Flexible Work (36:57) - Closing the Gender Pay Gap (39:00) - Transparency in Compensation (42:01) - Negotiation Challenges for Women (46:03) - Client Assignments and Competence (46:55) - Training and Support for Business Growth (49:29) - Addressing Microaggressions and Bias (54:05) - Intentional Leadership and Cultural Change (55:33) - Final Thoughts and Call to Action ResourcesDespite equal entry rates, women hold only about 19% of partner positions in CPA firms nationwide.https://www.aicpa-cima.com/resources/landing/diversity-equity-and-inclusionhttps://www.icpas.org/information/copy-desk/insight/article/spring-2023/inspiring-progress-a-look-at-the-state-of-women-in-accountingIn broader business contexts, women occupy 14.3% of executive officer roles.https://us.aicpa.org/career/womenintheprofession/genderissues?utm_source=chatgpt.com3 Ways to Empower the Women at Your Firm - Jodi Chavez of CPA Practice AdvisorWhy women leave firms — and what we can do about it - Joey Havens of Journal of AccountancyRobin Williams - The Day Dad Made Toast” from “Free To Be… a Family”https://youtu.be/cIVnuzRf2fE?si=gEDRslsh2DqgkTK9Women+Workplaces - a community for workplaces that see the value of workers long on skills but short on time and specific availability, and women that have great skills and want to work but need jobs that can accommodate personal situations.https://sites.google.com/rawbookspdx.com/womenplusworkplaces/homeJason Ackerman on LinkedIn - https://www.linkedin.com/in/jasonlackerman/SPONSORS: Forwardly, Justine Lackey's The Incubator, Keeper, Join Our LinkedIn Page! https://www.linkedin.com/company/she-counts-podcast Subscribe on YouTube https://www.youtube.com/@SheCountsPodcast Follow She Counts on IG https://www.instagram.com/shecounts.show/ Connect with Nancy https://www.thedancingaccountant.com/ https://www.linkedin.com/in/nancy-mcclelland-cpa Connect with Questian https://www.reqoncilefinancials.com/ https://www.linkedin.com/in/questian-telka-ea-78383666 Earn CPE for Listening to This Podcast https://www.earmark.app/ This podcast is a production of Earmark Media

Dawn Brolin, CPA, CFE and author of "The Elevation of Empathy," shares her raw story of surviving a toxic partnership where she endured cruel comments about her weight and appearance, and how that shaped her perspective on leading with empathy. Through personal examples including her own leadership failures at work and lessons from her time as a softball coach, Dawn reveals how empathy can be cultivated, practiced, and wielded as a strategic advantage. The conversation tackles the unique challenges women face when leading with empathy, the emotional labor often expected of female managers, and why caring for others doesn't make you weak – but does make you dangerous to systems built on indifference. SponsorsForwardly - https://www.forwardly.com/shecountsJustine Lackey's The Incubator - https://justinelackey.com/registerKeeper  -  https://keeper.app/shecounts/ (00:00) - Introduction & Welcome (01:28) - Meet Dawn Brolin - The Designated Motivator (02:28) - What Motivated the Book (04:28) - Partnership Pain (07:28) - Learning From Bad Examples (11:28) - Unconditional Love, Conditional Involvement (14:28) - How to Address Lack of Empathy in Others (16:28) - Empathy Can Be Learned (24:35) - Dawn's Leadership Fail - The Softball Story (28:35) - Tools for Building Empathy - Practice Mindfulness (37:27) - Asking for Feedback as a Leader (41:57) - Validation vs. Solutions (43:57) - Women Penalized for Empathy at Work (45:57) - Managing Team Wellbeing - The Extra Load (54:54) - "I Hurt and I Keep Going" (59:51) - Vulnerability as Strength Panel (01:01:51) - Give and Accept Empathy (01:06:51) - Closing Quote LinksDawn Brolin on LinkedIn - https://www.linkedin.com/in/dawnbrolin/Dawn Brolin “The Elevation of Empathy” book - https://dawnbrolin.com/books/Accounting Cornerstone Foundation - https://accountingcornerstone.org/Crisis Text Line - https://www.crisistextline.org/Randy Crabtree’s Unique CPA podcast - https://tri-merit.com/podcast/presenting-the-she-counts-podcast/Bridging the Gap conference - https://www.btgconference.com/Brad Smith - https://braddsmith.com/John Garrett - What’s Your ‘And?’ - https://whatsyourand.com/Mike Payne on LinkedIn - https://www.linkedin.com/in/michaelpaynejdcpa/Kellie Parks on LinkedIn - https://www.linkedin.com/in/kellie-parks/Catalyst 2022 Study - https://www.catalyst.org/insights/2022/emotional-tax-teamsDeloitte, “Women @ Work 2023: A Global Outlook” - https://www.deloitte.com/content/dam/assets-shared/docs/collections/2023/deloitte-women-at-work-2023-a-global-outlook.pdfKatelyn Carey TEDx Talk: “The Problem with Empathy” - https://www.youtube.com/watch?v=987xaGgb2XQThe Audre Lorde Project - https://alp.org/Join Our LinkedIn Page! https://www.linkedin.com/company/she-counts-podcast Subscribe on YouTube https://www.youtube.com/@SheCountsPodcast Follow She Counts on IG https://www.instagram.com/shecounts.show/ Connect with Nancy https://www.thedancingaccountant.com/ https://www.linkedin.com/in/nancy-mcclelland-cpa Connect with Questian https://www.reqoncilefinancials.com/ https://www.linkedin.com/in/questian-telka-ea-78383666 Earn CPE for Listening to This Podcast https://www.earmark.app/ This podcast is a production of Earmark Media

Nicole Davis, Forbes Top 200 CPA and CEO of Conscious Accounting, shares her journey from being called "darling" in client meetings to becoming a force who dominates every room she enters. She candidly offers advice on how to feel like you own a room… that wasn’t “built” with you in mind. She reveals how true power isn't about titles or corner offices, it's about owning your story and making others accept who you are on your terms. Nicole discusses why women are uniquely positioned to lead the AI revolution in accounting, the critical difference between mentorship and sponsorship, and how showing up as your authentic self gives others permission to do the same. SponsorsForwardly - https://www.forwardly.com/shecountsJustine Lackey's The Incubator - https://justinelackey.com/registerKeeper  -  https://keeper.app/shecounts/ (00:00) - Introduction and Episode Overview (01:19) - Meet Our Guest: Nicole Davis (03:01) - The Story Behind 'Don't Call Me Darling' (05:25) - Defining Dominance and Power (11:32) - Representation and Role Models (19:04) - Breaking Barriers in Male-Dominated Fields (26:12) - Proving Yourself and Gaining Respect (36:59) - Maintaining Leadership Identity (37:47) - Balancing Warmth and Firmness (39:57) - Flying Your Freak Flag (42:47) - Embracing AI in the Workplace (49:42) - Women and Tech: A Perfect Match (01:02:16) - The Power of Sponsorship (01:07:17) - Final Thoughts and Farewell LinksNicole Davis on LinkedIn - https://www.linkedin.com/in/nicoledaviscpa/Nicole Davis in recent Forbes article - https://www.forbes.com/sites/kellyphillipserb/2025/07/01/getting-to-know-you-tuesday-nicole-davis-cpa/Kelly Phillips Erb on LinkedIn - https://www.linkedin.com/in/taxgirl/Ruth Bader Ginsburg quote: “Women belong in all places where decisions are being made. It shouldn't be that women are the exception.” - https://www.goodreads.com/quotes/10433440-women-belong-in-all-places-where-decisions-are-being-madePresence is Power - https://www.goodreads.com/book/show/23168536-presence-is-powerTheatre of Public Speaking Fall Cohort begins August 6th! - https://publicspeaking.mistymegia.com/bundles/tops-fall25?ref=857055 - contact [email protected] for a 20% off discount codeAshley Francis on LinkedIn - https://www.linkedin.com/in/ashley-francis-seattle/Lisa Simpson on LinkedIn - https://www.linkedin.com/in/lisasimpsoncpa/AICPA Town Halls on YouTube - https://www.youtube.com/playlist?list=PLkLAoUtMuQEP70ZfJdnL_nFmaBRl5C_HQJeff Drew on LinkedIn - https://www.linkedin.com/in/jeffdrewjoa/“Rewrite the guest list so that your name is on it.”Fabulous Nicole Davis quotes: "I used to do things to prove others wrong, but now I do things to prove myself right.""Authenticity is your permission slip."“Flying your freak flag is like broadcasting your wifi – others will get your signal!”"Mentors guide but sponsors vouch." Join Our LinkedIn Page! https://www.linkedin.com/company/she-counts-podcast Subscribe on YouTube https://www.youtube.com/@SheCountsPodcast Follow She Counts on IG https://www.instagram.com/shecounts.show/ Connect with Nancy https://www.thedancingaccountant.com/ https://www.linkedin.com/in/nancy-mcclelland-cpa Connect with Questian https://www.reqoncilefinancials.com/ https://www.linkedin.com/in/questian-telka-ea-78383666 Earn CPE for Listening to This Podcast https://www.earmark.app/ This podcast is a production of Earmark Media

Recorded live at Scaling New Heights, Nayo Carter-Gray shares her hard-won wisdom on setting client boundaries, and her frustration in receiving a scathing one-star review that turned into a teaching moment. From effective communication skills, to tools such as using answering services and shared email inboxes, to crafting the perfect out-of-office message and managing client expectations through education… she reveals how clear strategies and proactive systems create better client relationships, not damaged ones. You'll learn why "no" is a complete sentence and discover practical tools to protect your time without the guilt. SponsorsForwardly - https://www.forwardly.com/shecountsIgnition  - https://www.ignitionapp.com Keeper  -  https://keeper.app/shecounts/ (00:00) - Introduction and Welcome (01:34) - First In-Person Podcast and Guest Introduction (02:03) - Episode Topic: The Beauty of Boundaries (03:29) - Nayo's One Star Review Story (07:02) - Setting Boundaries in Client Relationships (13:42) - Automation and Client Communication (25:16) - Effective Communication Strategies (28:19) - Team Communication and Client Management (29:12) - Shared Email Inboxes and Tools (30:10) - Setting Realistic Expectations (31:29) - Time Management Techniques (33:52) - Importance of Personal Time (35:58) - Proactive Communication and Boundaries (38:22) - Email Management Strategies (49:16) - Acknowledgements and Closing Remarks Links mentioned in this episode:Nayo Carter-Gray  - https://www.linkedin.com/in/nayocartergray/First Step Accounting - https://1ststepaccounting.com/about/Accounting Cornerstone Foundation - https://accountingcornerstone.org/Bridging the Gap conference - https://www.btgconference.com/The Net Gains - https://www.thenetgains.co/Scaling New Heights - https://www.woodard.com/scaling-new-heights-2026Hope Brown on LI - https://www.linkedin.com/in/hope-brown-msa-afsp-463a44239/Insightful Accountant - https://insightfulaccountant.com/The Proposal & Beyond: Designing an Effortless Client Onboarding Experience - Insightful Accountant w/ Questian Telka - https://hubs.li/Q03wDSSD0Out-of-Office Message Template:Dear [Client's Name], From [start date] to [end date], I’ll be taking some much-needed time off. For urgent matters, please contact [Colleague’s Name]. I value our partnership and assure you that all tasks will be handled with the same dedication and efficiency. Join Our LinkedIn Page! https://www.linkedin.com/company/she-counts-podcast Subscribe on YouTube https://www.youtube.com/@SheCountsPodcast Follow She Counts on IG https://www.instagram.com/shecounts.show/ Connect with Nancy https://www.thedancingaccountant.com/ https://www.linkedin.com/in/nancy-mcclelland-cpa Connect with Questian https://www.reqoncilefinancials.com/ https://www.linkedin.com/in/questian-telka-ea-78383666 Earn CPE for Listening to This Podcast https://www.earmark.app/ This podcast is a production of Earmark Media