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Being intentional in your modern firm with Twyla Verhelst, CPA, and Kristen Keats, CPA
Episode 2

Being intentional in your modern firm with Twyla Verhelst, CPA, and Kristen Keats, CPA

Twyla Verhelst, CPA, and Kristen Keats, CPA, join the show to discuss what it means to be "intentional" in your firm. From the sort of clients you want, to your firm's values, to the staff that you aim to recruit, being intentional can make a big impact.

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

October 28, 202151m 29s

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Show Notes

Sponsor
Thank you to our sponsor, FreshBooks! Learn more at https://www.freshbooks.com/accountants

Guests
Kristen Keats, CPA: https://www.linkedin.com/in/kristenkeats/
Owner, Sherwood Tax & Accounting, Founder and Chief Executive Officer at Breakaway Bookkeeping & Advising

Twyla Verhelst, CPA: https://www.linkedin.com/in/twylav/
Head of FreshBooks Accountant Channel & Leader of the Accounting Partner Program | Creator of the Women in Accounting Mentorship Program

Topics

Twyla VerhelstKristen Keatsbest practices for accounting firmsdefining your ideal client avatarSherwood Tax & AccountingFreshBooks Accountant ChannelWomen in Accounting Mentorship