36 - #TaxTwitterRetreat: Insights from Mary McDonald and Brian Streig

Welcome to The Concierge CPA podcast! I'm your host, Jackie Meyer, and today, I'm joined by two fantastic guests, Brian and Mary, for an episode packed with insights and inspiration. We kick things off with some exciting news as we talk about the first-ever Tax Twitter conference.

Our discussion goes deep as we dive into pressing issues in the accounting industry, including mental health, diversity, and self-care. We believe that fostering a supportive and inclusive environment is crucial, and our discussion reflects that passion. Of course, we'll also delve into the nitty-gritty of tax legislation and firm management, offering you the expertise you need to navigate this complex landscape.

In a personal and revealing moment, I open up about my journey, from being an accounting firm owner to becoming a tax software developer and coach. I'll also share my experience with email overload and provide practical tips to help you regain control of your inbox. It's a game-changer that can transform your daily work life.

What you'll hear in this episode:

[1:05] Mary confirms the dates of the first Tax Twitter conference.

[4:55] Mary discusses the Tax Twitter retreat planning, challenges, and key takeaways.

[13:05] Brian and Jackie discuss mental health, diversity, and self-care in the accounting industry.

[19:10] Firm-wide policies and huddles for productivity.

[25:50] Jackie and Brian discuss tax legislation and firm management.

[31:45] Mary shares how even the little ways that accountants help make great impacts in someone's life.

[36:30] Identity loss after career transitions.

[41:20] Jackie shares her experience with email overload and the importance of setting boundaries.

Check out the #Tax Twitter Retreat Website at #TaxTwitter | Retreat

Connect with Brian on Twitter @cbriancpa

Connect with Mary on Twitter @AccountingAsArt

Connect with Jackie on Instagram @jackiemCPA

Check out more of Jackie’s work at https://www.jackiemeyercpa.com/