Jean Zick retweetledi
Jean Zick
276 posts

Jean Zick
@umichjean
CFO. co-founder, CEO & Owner @junafinancial. Mom. Chocolate-lover. Aerial arts wannabee. Passionate about helping emerging businesses be successful.
Boston Katılım Mayıs 2009
866 Takip Edilen180 Takipçiler

@BlakeTOliver @vuoriclothing This means everything I buy from them is a write off - right?
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The founder of Vuori, a $4 billion activewear brand, started as an intern at EY, aiming to become a CPA
Thanks to his accounting background, he strategically managed working capital, leading @vuoriclothing to success
Knowing your numbers is key to building a profitable business!
For more clips like this, follow @acctpod, your weekly news roundup and the #1 podcast for accountants
#accounting #entrepreneurship
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Jean Zick retweetledi
Jean Zick retweetledi

Thank you so much Jacklyn Anku of Intuit for teaching us how to on board engage and grow our teams through ProAdvisor Education!
#AppyCamp24

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Jean Zick retweetledi

Karbon challenged us to map out some complicated workflows! Congrats to our campers: Geni, Zee Marie, Jean and Randy! #AppyCamp24




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Jean Zick retweetledi

We kicked off our day with Joel Silverstone showing us How to create Capivating Stories Through Video ... Completely eye opening!
#AppyCamp24

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Jean Zick retweetledi
Jean Zick retweetledi

Thank you to our Campers that made our Concept-a-Thon such a great success! We wouldn't be surprised if one of these concepts came to life. #AppyCamp24

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@wifemomcpa100 Beautiful. We all need to give ourselves permission to be busy.
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I lied and said I was busy.
I was busy;
but not in a way most people understand.
I was busy taking deeper breaths.
I was busy silencing irrational thoughts.
I was busy calming a racing heart.
I was busy telling myself I am okay.
Sometimes, this is my busy -
and I will not apologize for it.
-Brittin Oakman
#SoulSunday #SelfCare
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@ConsciousCPA Met with a prospect the other day who didn’t give the warm fuzzies. I don’t have to take every prospective client so I am taking the ones I want to work with.
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There has literally never been a time that the initial red flag in the first interaction with a client didn't end up being an accurate depiction of how working with them would be. Go with your gut.
#TaxTwitter
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Dinner brought to you by #peaches: pickled peaches, jalapeño peach chicken, roasted carrots. Peach pie for dessert. #AccountantsWhoCook

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@NayoCarterGray @AccountantSavvy How hard would it be to add some hard boiled eggs and/or peanut butter & bagels ?
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@NayoCarterGray @AccountantSavvy I agree. It seems like breakfasts at conferences are an after thought. Other meals may accommodate dietary issues but not breakfast - the most important meal of the day.
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Three toxic conference breakfasts in a row 🚩
tailor hartman@tailor_hartman
Three toxic clients in a row. 🚩
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These conferences breakfast that I don’t eat ever 😞
🚩I don’t eat pork. They always have bacon or sausage and the last three conferences only had pork sausages.
🚩I’m lactose intolerant so I don’t do powdered eggs.
I can eat oatmeal as long as it doesn’t have milk and the last few conferences didn’t do that either 😞
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@wifemomcpa100 A productive quarterly strategy meeting with my management team. It’s great to gather in person.
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Whew! We made it to #WineDownFriday
I earned every single bubble in this glass of Prosecco with fresh cherries and a splash of Simply Cranberry Cocktail juice.
What are you cheering the start of weekend to?

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@wifemomcpa100 I’ve always said that how you leave a situation says a lot about you. This shows that your firm is class and that no matter what you care for the client. I love this.
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Goodbye Package aka Farewell Kit is a small treat box that we now send to disengaged monthly recurring clients.
It’s about the overall client experience from beginning to end.
It includes:
🍬 Sweet treats
🍪 Cookies
🎁 Company swag
✉️ Copy of unilateral disengagement letter
It also includes a cute cheesy flyer on the contents. See below. We don’t plan to send many or often. Client retention is still our highest priority. #CX #FirmManagement #LastImpression

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@MeganTarnow Would you be passionate about growing a business that wasn’t an accounting firm?
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@seattle_tax @mistymegia Your review is one of the best I’ve ever read. It’s so thoughtful and for those on the edge, it’s all true. Misty’s course enables you to develop your speaking skills in a safe place.
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