Meet Erin!
In this episode of Protea Conversations, Zane interviews Erin Pohan, founder of Upkeeping, who shares her unique journey from customer service to becoming a successful entrepreneur in the accounting industry.
They discuss the importance of intentional growth, the challenges of pursuing a CPA, and the significance of creating relevant educational content.
Erin also talks about her experiences in public accounting, the launch of her own bookkeeping firm, and the community-building efforts through the Wave Seattle conference. The conversation emphasizes the value of connections, mindset, and the entrepreneurial spirit in the accounting world.
Takeaways
- Erin transitioned from customer service to accounting after discovering her passion for it.
- She emphasizes the importance of making accounting relevant and understandable.
- Erin's journey includes significant international experience while working in Japan.
- She faced challenges in passing the CPA exam but found success in her own firm.
- Creating educational content is a way to contribute to the future of accounting.
- Erin started Upkeeping after attending a bookkeeping workshop and quickly gained clients.
- Her firm serves a diverse client base, focusing on joy in the work.
- Continuous improvement in client communication is a key goal for Erin's business.
- Building a supportive team has been crucial for managing workload and stress.
- Networking through social media has helped Erin find her community in the accounting industry.
Chapters
00:00 Introduction to Modern Accounting
02:26 The Journey to Accounting
06:12 Career Development in Public Accounting
08:50 Life and Work in Japan
10:59 Remote Learning Experience
12:02 Navigating CPA Aspirations
16:03 Creating Educational Content
19:56 Becoming an Entrepreneur
21:12 Growth of Upkeeping
23:16 Client Base and Niche Exploration
24:58 Future Goals and Continuous Improvement
27:05 Navigating Burnout and Team Support
32:19 Creating Connections Through Conferences
37:43 The Importance of Vulnerability in Business
42:37 Long-Term Goals and Future Aspirations
44:40 Advice for Aspiring Entrepreneurs
Connect with Erin: LinkedIn personal - https://www.linkedin.com/in/erinpohan/
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