CPA Trendlines Podcasts Jean Zick: Happy Team Members Lead to Happy Clients | The Disruptors
May 13, 2025
In this engaging conversation with Jean Zick, CEO and co-founder of Juna Financial Solutions, listeners gain insights into building a remote-first, people-centric accounting firm. Zick emphasizes the significance of employee happiness, stating that satisfied team members create happier clients. She shares how flexible schedules benefit working mothers and the all-woman team's strengths. The discussion also tackles redefining traditional accounting services and the vital role of nurturing soft skills alongside technical training for future-ready teams.
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Creating Juna's Unique Model
- Jean Zick created Juna Financial to fill a market gap of companies paying CFO-level fees for basic bookkeeping.
- She aimed to build a collaborative, supportive company with a 30-hour workweek for better work-life balance.
Flexible Remote Work Essentials
- Establish core work hours but offer flexibility for personal needs to support work-life balance.
- Provide dedicated workspace and promote professional communication in remote setups.
Invest in Team Education
- Allocate 20% of work hours for learning and application expertise to foster growth.
- Invest in conferences and skill development to empower team members to innovate and improve processes.