Being Intentional In Your Modern Firm

Twyla Verhelst, CPA, and Kristen Keats, CPA, join the show to discuss what it means to be "intentional" in your firm. From the sort of clients you want, to your firm's values, to the staff that you aim to recruit, being intentional can make a big impact. Learn how to define your ideal client "avatar," select the right technology, figure out what you really want from your business, and more.
Thank you to our sponsor, FreshBooks! Learn more at

Kristen Keats, CPA:
Owner, Sherwood Tax & Accounting, Founder and Chief Executive Officer at Breakaway Bookkeeping & Advising

Twyla Verhelst, CPA:
Head of FreshBooks Accountant Channel & Leader of the Accounting Partner Program | Creator of the Women in Accounting Mentorship Program
Being Intentional In Your Modern Firm
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