Episode 41 - Erin Pohan - Building a Modern Accounting Business

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/