EP376: Carla Caldwell - The Importance Of Mastering Delegation

Ad Read: We get to define that role. We don't have to assume the label that we had before. That is what this modern bookkeeping practice is getting to be, is more of a, of an advisor to our clients. And they value that so much. So much so that we've had clients leave and come back and been like, yep, boy, did we learn. Nobody, you know, there's a difference. You're listening to The Successful Bookkeeper with your host, Michael Palmer. Listen each week as inspiring guests share their secrets of success to help you increase your confidence, work smarter, and build a business you love. This episode of The Successful Bookkeeper is brought to you by purebookkeeping.com, the proven system to grow your bookkeeping business. Welcome back. Welcome back to the Successful Bookkeeper Podcast. I am your host, Michael Palmer, and today's show is going to be a good one. Our guest is the founder of Caldwell Consulting and Training, where she guides accounting teams to become a modern practice. Carla Caldwell, welcome to the show. Thank you so much for having me. It's great to be here. It's great to have you. And for those of our listeners that are not familiar with you, I'd love to learn your backstory. What were you doing that led you to here?

Wow. Uh, well, quite a few years ago, I received an amazing piece of advice from my grandmother who said, when you go to college, make sure you get a degree where you'll always have a job. And so I was like, I don't— I didn't know exactly what that was going to lead to, but long story short, it led to accounting. And as I was finishing up my degree and they kept talking about audit and tax, I, I was like, I want door number 3. So I ended up getting into, um— I have my degree in accounting, but I didn't really want to do tax or audit, so I never became a CPA. Started working in private industry, and one of the things that I did was help a company that I worked for going through a software conversion, and it went horribly bad. It was a nightmare. But what I found was that software just made sense to me when I started using it. So I ended up becoming an implementation provider for a product called AC/PAQ. It is now called Sage 300. I worked on that product for quite some time, working with clients implementing that. Eventually went to work at Sage and worked there for about 9 years, mid-market and small business. And then there was this odd little company that couldn't even spell their name right called Xero, and I actually worked