Live from Wave Seattle, Nancy and Questian are joined by conference founder Erin Pohan to put the audience's own definitions of success on trial. Nancy explains why she'd rather work in her business than scale it, even after a vendor once told her she was leaving money on the table; Questian describes firing almost every client to become a firm of one built entirely around nonprofit CFO work. It's a room full of women in accounting answering the same question out loud: what definition of success have you personally outgrown?
Sponsors
Bill - http://bill.com/shecounts
Relay - https://relayfi.com/shecounts
Karbon - https://karbonhq.com/
Bill - http://bill.com/shecounts
Relay - https://relayfi.com/shecounts
Karbon - https://karbonhq.com/
- (00:00) - Welcome and Sponsors
- (01:29) - Live at Wave Seattle
- (02:58) - Erin Creates Wave
- (07:51) - Redefining Success
- (14:16) - Permission to Be You
- (17:03) - Moments That Felt Seen
- (20:23) - Mindset Shifts to Take Home
- (25:16) - Your Personal Board
- (30:28) - Borrowed Balls Energy
- (31:35) - Build Your Personal Board
- (32:44) - Ditch Like Minded Advice
- (35:33) - Rapid Fire Q And A
- (35:46) - Leadership Coach Warnings
- (37:26) - Finding The Right Therapist
- (40:06) - Firm Too Big Now What
- (41:41) - Selling Clients Live Poll
- (42:33) - Impact Through Giving
- (43:21) - Best Conferences And Networking
- (47:38) - Hallway Wisdom And Outreach
- (49:20) - Scholarships And Foundation Plug
- (50:55) - Closing Quote And Farewell
Resources
- Erin Pohan - https://www.linkedin.com/in/erinpohan
- Nicole Davis - https://www.linkedin.com/in/nicoledaviscpa
- Lynnette Oss-Connell - https://www.linkedin.com/in/lynnette-oss-connell/
- Corry Jankowski - https://www.linkedin.com/in/corry-jankowski/
- Alicia Katz Pollock - https://www.linkedin.com/in/aliciakatzpollock
- Jeanne Hardy - https://www.linkedin.com/in/jeannehardy/
- Jennifer Dymond - https://www.linkedin.com/in/jenndymond/
- Roman Villard - https://www.linkedin.com/in/rdvcpa/
- Melissa Miller Ferguson - https://www.linkedin.com/in/melissamillerfurgeson/
- Kim Kelleher - https://www.linkedin.com/in/kimkelleher/
- Brittany Brown - https://www.linkedin.com/in/brittany-brown-b8324812/
- Hope Brown - https://www.linkedin.com/in/hope-brown-msa-afsp-463a44239/
- Aneisha Velasquez - https://www.linkedin.com/in/aneisha-v/
- Madeleine Reeves - https://www.linkedin.com/in/madelinekreeves/
- Katie Helle - https://www.linkedin.com/in/mkatiehelle/
- Andrea McDonald - https://www.linkedin.com/in/andrea-macdonald-cpa-4704042b/
- Tori McKee - https://www.linkedin.com/in/tori-staub-mckee-b1872427/
- Sharrin Fuller - https://www.linkedin.com/in/sharrinfuller/
- Nayo Carter-Gray - https://www.linkedin.com/in/nayocartergray/
WAVE-Seattle (Women in Accounting & Finance Visionaries and Entrepreneurs) - https://cec4-erin.systeme.io/0cc9badd
Upkeeping (Erin Pohan's firm) - https://www.upkeeping.co/
Ask a CPA community discount code: ACS30 - https://aska.cpa/
Counter community - https://www.linkedin.com/posts/logangraf_in-case-you-didnt-know-i-run-a-community-activity-7475204470356766720-6g4A/
Bridging the Gap Conference discount code: BTGloyaltyattendees2026 - https://www.btgconference.com/
Accounting Cornerstone Foundation - https://accountingcornerstone.org/
Theater of Public Speaking - https://publicspeaking.mistymegia.com/?ref=857055
Scaling New Heights - https://www.woodard.com/scaling-new-heights-2027-about
Advisory Amplified discount code: Nancy-roadie - https://www.advisoryamplified.com/
Jason on Firms - https://www.jasononfirms.com/
Unofficial QuickBooks Accountant Podcast - https://uqb.show/
SPONSORS: [Bill, Relay, Karbon]
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