EP 319 Sep 20, 2022 9:00:00 AM

EP319: Coreen Wright - How To Build A Community By Finding Your Tribe

with Coreen Wright

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About Coreen Wright

Coreen Wright holds a Bachelor of Business Administration degree in Accounting from Howard University in Washington, D.C. She also holds a Masters in Business Administration with a focus in Finance. Prior to establishing CSRW Tax and Financial Services now doing business as Faith Accounting and Consulting Services. Coreen was employed as an Accountant with various companies such as Uniondale Free School District, Teachers College Press-Columbia University, and Continental Home Loans Mortgage Bank. In addition, Coreen has over 10 years’ experience in professional services managing accounting responsibilities.

Coreen has been in the accounting arena for 11 years. After graduating college and several years into her career, Coreen decided to start her own Accounting Firm in Hempstead and East Northport, NY where Faith Accounting & Consulting Services was founded. Coreen has worked extensively with small to medium sized businesses, nonprofit organization and faith base organization. She enjoys working with clients, putting an emphasis on creating sound bookkeeping systems, preparation of financial statements, income tax planning & preparation, and business consultations.

Coreen’s greatest professional achievement is the rapport she’s established and maintained with her business clients. They depend on her and she thrives on exceeding their expectations. Coreen provides businesses and individuals with accounting, tax, and advisory services. Her expertise includes, but is not limited to, providing personal financial and accounting services, coordinating the work efforts of other professionals, such as trust and estate attorneys, bankers, investment advisors, Certified Public Accountants, and insurance agents, managing and accounting for cash flow, compiling financial data for income, and performing financial analysis. These services are intended to help clients maintain their desired lifestyle and financial independence.

30-second brief
What if the client sitting across from you isn't actually your client? This week, Michael sits down with Coreen Wright of Faith Accounting and Consulting Services, who went from solo operator to a team of eight — and started charging $60,000 a year for bookkeeping. Coreen shares the intake questions she uses to screen fit before a discovery call ever happens, and the moment she stopped competing with CPA firms and found her tribe. If you're stuck Googling whether you're "really" an accountant, this episode will give you your backbone back. Listen now before your next discovery call.

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Show notes

“My tribe helped me realize I don’t need to compete with anyone, and I can use everyone as a resource and sounding board.”

-Coreen Wright
 
There is a tendency among small business owners and start-ups, to feel like they are in constant competition with others from within their industries. The same fear is true among bookkeepers. But when you let go of the idea that asking for help equates to weakness, you’ll begin to find like-minded people, all with a desire to help one another out.
 
Your inner imposter may be screaming at you, that you don’t belong until you are a master of your craft, but imagine how much quicker you could achieve your goals if you connect to and learn from people that have already made all the same mistakes you have.
 
Coreen Wright, President and Owner of Faith Accounting and Consulting Services, is this episode’s featured guest. She has spent years building an incredible business designed to help her clients with their accounting. Her approach is one of working to overcome limiting mindsets to leverage your skills and connections to create the perfect business for you.
 
If you are finding yourself, competing with other people, struggling to learn new things, or connecting with people in your industry, this episode will be the one to give your self-esteem a boost and help shift your mindset.
 
During this interview, you'll learn...

  • The value of setting boundaries & valuing your energy & time
  • How to let go of the need to do everything in order to focus on what brings you the most joy
  • The importance of finding supportive people & communities

Click here to find out more about Coreen.

Contact her directly at hello@faithacs.com.
 
Follow Coreen on LinkedIn, Facebook and Instagram.  
 
Time Stamps       

01:33 - Coreen talks about her career journey
04:55 - Pulling the trigger on a new life
06:04 - Overcoming the challenges of starting a business
09:44 - Learning to embrace our mistakes
13:48 - The value of Pure Bookkeeping
18:45 - Finding the right clients for you
21:56 - Solving pricing issues
23:20 - The benefits of Accelerate 2 Advisor program
27:30 - Visions of the future

This episode is sponsored by our friends at Ignition! They have a special promotion happening for our Successful Bookkeeper Community. Right now you can take advantage of 50% off Ignition for 3 months and see how it can help you WIN CLIENTS and GET PAID, EVERY TIME.

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Full transcript