Right people, right place, right time. A conversation with Carla Caldwell

Accounting Leaders Podcast

English - April 19, 2023 16:34 - 42 minutes - 96.6 MB - ★★★★★ - 3 ratings
Management Business accounting leadership accountant accountants accounting firm stuart mcleod Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Are accountants the missing piece of holistic wealth management? A conversation with Rob Santos and Rory Henry

Next Episode: Turning all of life's lemons into lemonade, with Candy Bellau

Carla Caldwell, Stuart's long-time friend and ex-colleague, joins him for a delightful conversation about her journey in accounting, accounting technology, consulting, and entrepreneurship.

Reminiscing together (00:05)How family and mentors influenced Carla's accounting journey (01:55)Finding her superpower in accounting and technology (05:20)The game-changing opportunity to be a part of Xero's early days in the US (12:10)Carla's post-Xero venture as technology and process consultant for accountants (21:20)Harnessing the power of technology (rather than resisting it) (24:00)How the accounting industry might solve the talent challenge (27:30)Building meaningful, personal connections with your staff (30:00)How the 'Working Geniuses' model uplifts her staff (34:00)Carla's most memorable clients (38:30)