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Scaling New Heights 2026: Tech Upgrades, Mindset Shifts, and Leading with Heart

In this episode, I share a quick recap of my time at the Scaling New Heights conference in Orlando. I dive right into the sudden Intuit price hikes , why our firm successfully balances both QuickBooks Online and Xero , and what it was like stepping out of my comfort zone to present a 100-minute session. I also talk about the powerful final sessions on vulnerability in leadership and why next year's conference theme is exactly what our industry needs right now.

Key topics

• My honest thoughts on the QBO vs. Xero debate and handling Intuit’s massive new price increase
• Why running a split firm works for us and how it helps clients save money
• Facing the fear of public speaking and nailing a 100-minute presentation
• The massive mindset shift required to move away from tracking billable hours
• Quick hiring hacks to get applicants out of the apps and into real conversations
• Why AI won't replace your team and a sneak peek at next year’s human-focused theme
• The power of vulnerability in leadership and realizing you aren't alone on this journey
• Planning for the future with Sarah and balancing big ideas with realistic processes