The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard Episode 144 - Finding Joy in Accounting: Redefining Success and Work-Life Balance - The Woodard Report Podcast
On this episode of the Woodard Report podcast, Heather speaks with Kristen Keats about how to bring joy back into accounting. Kristen is a CPA and industry leader, with over twenty years experience serving small businesses and self-employed clients. With Heather, she shares her mission to create more meaningful, balanced, and fulfilling work for accountants by focusing on client relationships, fair pricing, and team connection. Together, they discuss shifting from burnout and billable hours toward a mindset of empowerment, communication, and purpose where both clients and accountants thrive.
About Kristen KeatsKristen launched her career at a national accounting firm and owned her own practice for more than eight years. Before founding Breakaway, Kristen served as a partner at a local Portland firm and a senior tax manager at a large regional firm. Kristen is an avid and early adopter of new accounting technologies and an expert on cloud accounting. She is passionate about listening to her clients and gaining a well-rounded understanding of their needs and long-term goals, always striving to make their lives easier. Kristen received her degree from the renowned W.P. Carey School of Business at Arizona State University. When Kristen is not advising her clients and leading her team, she enjoys reading, camping, and, most of all, spending time with her two lively teenagers.
Thank you to our show sponsor, Canopy!Unclunk your firm with Canopy, the fully integrated practice management that helps accountants build the firm they always wanted. The suite includes client and document management, workflow, time and billing, engagements and proposals, and more. Check out getcanopy.com.
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