As we enter the new year, enjoy this bonus rebroadcast of "Finding Your Capacity Sweet Spot"

Determining the right number of clients to take on without compromising quality or burning out is essential. On this episode, Keila talks about how to set ideal revenue goals, assess your bandwidth across life and work, and strike the perfect balance between earning target income and maintaining sanity. Going beyond "work-life balance" into intentionally designing your business around your desired lifestyle.

Connect with Keila!
LinkedIn - www.linkedin.com/in/keilahilltrawick
Website - www.krht.co

Twitter - x.com/littlefishcpa

More About Little Fish Accounting

Learn more about Little Fish’s suite of services at www.littlefishaccounting.com.

Follow Little Fish Accounting at instagram.com/littlefishaccounting

Keila Hill-Trawick breaks down how accounting firms can evolve beyond basic tax preparation to offer meaningful advisory services that benefit both the firm and their small business clients. She distinguishes between tax preparation, advisory, and planning services while providing practical steps for implementing these offerings without overwhelming your firm. Drawing from her experience at Little Fish Accounting, Keila explains why fixed-fee comprehensive packages often serve small businesses better than à la carte tax services, and how firms can deepen client relationships while creating new revenue streams.

• (00:00) - Welcome to Build to Enough
• (00:52) - The Importance of Tax Advisory Services
• (01:11) - Specializing in Small Firms
• (03:43) - Defining Tax Preparation and Advisory
• (06:35) - Implementing Tax Advisory Services
• (10:25) - Benefits for Firms and Small Businesses
• (12:28) - Conclusion and Next Steps

Twitter - x.com/littlefishcpa

More About Little Fish Accounting

Learn more about Little Fish’s suite of services at www.littlefishaccounting.com.

Follow Little Fish Accounting at instagram.com/littlefishaccounting

Ever feel like traditional accounting services are putting you on a hamster wheel—lots of work, not enough impact? Adam Lean from The CFO Project is here to show us how to break free.

In this episode, Adam dives into how accountants can level up their practices by offering high-value advisory services that go beyond the numbers. He’s trained hundreds of accountants to escape the commodity trap, work smarter (not harder), and make a real difference for their clients.

We talk about overcoming imposter syndrome, shifting your mindset, and how to make the leap into advisory work—all while keeping your life balanced and your sanity intact. If you’re ready to create more impact and work fewer hours, this is the conversation you don’t want to miss.

• (00:00) - Welcome to Build to Enough
• (00:57) - Meet Adam Lean of the CFO Projectr
• (02:11) - The Need for CFO Advisory Services
• (03:49) - Starting the CFO Project
• (07:37) - Benefits of Advisory Services for Accountants
• (08:43) - Different Paths for Accountants in Advisory
• (12:17) - Changing Accountants Client Growth Mindset
• (18:07) - Overcoming Challenges and Imposter Syndrome
• (26:45) - Mentorship and Community Support
• (29:56) - Final Thoughts and Contact Information

Connect with Keila!
LinkedIn - www.linkedin.com/in/keilahilltrawick
Website - www.krht.co

Twitter - x.com/littlefishcpa

More About Little Fish Accounting

Learn more about Little Fish’s suite of services at www.littlefishaccounting.com.

Follow Little Fish Accounting at instagram.com/littlefishaccounting

Former accountant turned Guideline product manager James von der Lieth breaks down how small accounting firms can offer competitive retirement benefits without breaking the bank. From navigating state mandates to understanding the new Starter 401(k) option, James shares practical insights on implementing and managing retirement plans for both firms and their clients. Learn how modern 401(k) providers are making it easier than ever to offer retirement benefits, plus discover how accounting firms can create new revenue streams by helping clients with their retirement planning needs.

Connect with James!
Guidline - https://www.guideline.com
LinkedIn - https://www.linkedin.com/in/james-von-der-lieth-3450b33b

Connect with Keila!
LinkedIn - www.linkedin.com/in/keilahilltrawick
Website - www.krht.co

Twitter - x.com/littlefishcpa

More About Little Fish Accounting

Learn more about Little Fish’s suite of services at www.littlefishaccounting.com.

Follow Little Fish Accounting at instagram.com/littlefishaccounting

HR expert Kira La Forgia breaks down what small business owners need to know before making their first (or next) hire. From understanding the true costs beyond salary to showcasing company culture authentically, she shares practical insights on building teams that align with your business values and goals. While many entrepreneurs focus solely on finding help, Kira emphasizes the importance of stepping into leadership and creating sustainable systems that support both business growth and employee success.

• (00:00) - Introduction and Guest Welcome
• (01:25) - Kira's Background and Business Journey
• (02:11) - Understanding Small Business HR Needs
• (03:19) - Signs It's Time to Hire
• (06:00) - Strategic Hiring and Budgeting
• (10:09) - The Hidden Costs of Hiring
• (15:24) - Showcasing Company Culture
• (22:35) - Effective Interview Strategies
• (26:02) - The Challenges of Small Business Hiring
• (27:07) - Paradigm's Recruiting Service
• (32:56) - Final Thoughts and Advice

Connect with Keila!
LinkedIn - www.linkedin.com/in/keilahilltrawick
Website - www.krht.co

Twitter - x.com/littlefishcpa

More About Little Fish Accounting

Learn more about Little Fish’s suite of services at www.littlefishaccounting.com.

Follow Little Fish Accounting at instagram.com/littlefishaccounting

Discover how hiring quality talent can transform your accounting firm's capacity and profitability. This episode explores the long-term benefits of strategic hiring, from increased efficiency to improved client satisfaction. Learn practical tips for attracting top talent, conducting effective interviews, and fostering a culture of continuous growth and development within your team.

• (00:00) - Introduction: The Importance of Quality Hiring
• (01:31) - The Cost of Poor Hiring Decisions
• (02:07) - Maximizing Team Efficiency with Quality Hires
• (04:34) - Beyond Accounting: Hiring for Other Roles
• (05:38) - Long-term Benefits of Quality Hiring
• (07:18) - Creating an Attractive Job Offering
• (08:34) - Effective Onboarding and Development
• (10:25) - Assessing and Improving Hiring Strategies
• (10:48) - Conclusion: Building a Profitable Team

Twitter - x.com/littlefishcpa

More About Little Fish Accounting

Learn more about Little Fish’s suite of services at www.littlefishaccounting.com.

Follow Little Fish Accounting at instagram.com/littlefishaccounting

Keila shares insights on how small accounting firms can create compelling benefits packages to attract and retain top talent. She explores core benefits like health insurance and retirement plans, as well as innovative perks such as flexible work arrangements and wellness programs. Keila offers practical advice on assessing team needs, maximizing budgets, and regularly reviewing benefits to ensure they align with company culture and employee values.

• (00:00) - Introduction to Small Team Benefits
• (02:24) - Challenges of Offering Benefits
• (03:13) - Core Benefits for Small Teams
• (04:09) - Supplemental Benefits to Consider
• (05:17) - Supporting Remote Employees
• (06:51) - Mental Health and Wellness Initiatives
• (08:23) - Cost-Effective Strategies
• (09:59) - Customizing Benefits for Your Team
• (11:25) - Developing a Benefits Package
• (13:11) - Conclusion and Contact Information

Twitter - x.com/littlefishcpa

More About Little Fish Accounting

Learn more about Little Fish’s suite of services at www.littlefishaccounting.com.

Follow Little Fish Accounting at instagram.com/littlefishaccounting

Keila and guest Danielle Johnson, founder of House of MKTG, dive into the world of branding for small businesses. They discuss the signs that indicate it's time to move beyond DIY branding, the unexpected drawbacks of DIY approaches, and the benefits of working with a professional. Danielle shares insights on finding the right branding partner and offers valuable tips for businesses at various stages of growth.

• (00:00) - Welcome to Build to Enough
• (01:16) - Meet Danielle Johnson
• (01:51) - Why Focus on Small Businesses?
• (04:11) - The Importance of Branding for Small Businesses
• (04:59) - When to Stop DIY and Seek Professional Help
• (07:42) - Drawbacks of DIY'ing Your Marketing
• (09:27) - Benefits of Hiring a Branding Expert
• (12:12) - The Stage In Your Business To Invest in Expert
• (13:21) - What You Saw With Little Fish
• (16:05) - Finding the Right Branding Partner
• (19:37) - Thanks and Contact Information

Connect with Keila!
LinkedIn - www.linkedin.com/in/keilahilltrawick
Website - www.krht.co

Twitter - x.com/littlefishcpa

More About Little Fish Accounting

Learn more about Little Fish’s suite of services at www.littlefishaccounting.com.

Follow Little Fish Accounting at instagram.com/littlefishaccounting