How to Systemize Your Firm to Take Maternity Leave w/Melissa L. Miranda, CPA

Podcast

Summary

In this episode, host David Cristello interviews Melissa Miranda, a certified public accountant and owner of Step-by-Step Accounting. They discuss the importance of preparing for maternity leave as a business owner and how to structure your team and workflow. 

Whether it’s maternity leave or any other extended absence, Melissa shares valuable insights on setting up processes that can be applied across the board. Tune in to learn how to effectively manage time away from your business.

What you’ll learn

In this episode, you will learn about Melissa Miranda’s experience preparing for maternity leave as a business owner, including the challenges and strategies involved. You will also learn about the structure and services offered by Melissa’s accounting firm, Step-by-Step Accounting. 

Additionally, the episode discusses the use of a recruiter to fill a senior role, the organizational structure and change management strategies of Step-by-Step Accounting, the speaker’s pricing strategy, and recommended books for business owners.

Guest Bio

Melissa is a certified public accountant and owner of Step-by-Step Accounting. She has achieved recognition as a top 50 accounting practice. Melissa’s credentials include being a certified public accountant. Her ethos/philosophy is teaching-oriented accounting and advisory.

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Detailed Synopsis

During the episode, the firm mentioned follows several books as guides for their processes and structure. One of these books is “Traction,” which is part of the EOS (Entrepreneurial Operating System) series. It provides a framework for businesses to achieve their vision and gain traction in their operations.

Another book mentioned is “The 7 Habits of Highly Successful People,” a popular self-help book that offers guidance on personal and professional effectiveness.

The third book mentioned is “The E-Myth Revisited” by Michael E. Gerber, which explores common myths and misconceptions about starting and running a small business, providing insights on building a successful and scalable business. 

These books serve as references for the firm’s processes and structure, showcasing their commitment to continuous improvement and learning from established business principles.

During the conversation, Melissa also emphasizes the significance of connecting with the firm’s purpose and demonstrating passion during the interview process. 

She explains that when hiring for a junior accountant position, they seek candidates who can connect with the firm’s mission, understand why it is important, and envision their role within it.

According to Melissa candidates who grasp and connect with the firm’s purpose are more likely to be motivated and engaged in their work.

During the interview, Melissa also shares her own personal connection to the firm’s purpose and how meaningful it is for them to work with business owners and nonprofits. This suggests that they believe showcasing passion and a personal connection to the work can help candidates recognize the value of joining the firm. 

By highlighting their own enthusiasm and dedication, Melissa aims to attract candidates who share similar values and are motivated to contribute to the firm’s mission.

Overall, the episode emphasizes the importance of connecting with the firm’s purpose and demonstrating passion during the interview process. It suggests that these factors play a crucial role in hiring and attracting candidates who align with the firm’s values and are motivated to contribute to its success.

Timestamps

[00:01:14] Preparing for maternity leave.

[00:03:39] Balancing work and parenthood.

[00:08:06] Taking clients during pregnancy.

[00:11:11] Working with recruiters.

[00:15:21] Director of Operations role.

[00:18:19] Business owners going into maternity