Episode 5: Work Life Balance for Small Business Owners | CPA Exam Tips and Business Growth Strategies
Join us as we share real life experiences on finding balance, staying organized, and growing a business while enjoying the moments that matter most.
We’re back!
Episode 5 of The Accounting Edit is here and we are diving into a conversation about work life balance for small business owners, the realities of preparing for the CPA exam, and how personal experiences like my trip to Kauai can influence the way we run our businesses.
We share how we each balance client work with big picture strategy, the importance of taking breaks, and why organization and delegation are essential tools for growth. Whether you are studying for the CPA exam, working to improve your time management, or looking for ways to run your business more smoothly, you will find plenty of ideas and relatable moments in this episode.
In this episode we talk about:
How we balance client work and business strategy to avoid burnout
How we ease into the week without a strict schedule
The value we both find in breaks and spending time in nature
Practical tips for preparing for the CPA exam and creating structured study time
How we use planning and organization to manage multiple client accounts
The flexibility we enjoy as business owners compared to corporate life
Why delegation is key to scaling a small business
Our productivity methods using work blocks and checklists
Leah’s love for planners, colored pens, and making organization enjoyable!
Why there is no one right way to run a business and why finding what works for you is most important
If you are a small business owner, aspiring CPA, or entrepreneur looking for ways to manage your workload while keeping your peace of mind, this conversation is for you.
🎙 Listen to Episode 5: A Week in the Life: What We’re Really Doing
Connect With Us
theaccountingedit.com
Aminder Mann, CPA
Website: sequoia-cpa.com
Instagram: @sequoiacpa
LinkedIn: Sequoia CPA
Leah McCool
Website: orca-accounting.com
Instagram: @orcaaccounting
LinkedIn: Leah McCool
Keywords: Work-life balance, CPA exam, business growth, delegation, client management, organization, productivity, small business, accounting, bookkeeping, accounting firm