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.
48:38
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Creating a collaborative and supportive company culture, along with a flexible workweek, enhances employee happiness and client satisfaction.
- By offering affordable and quality accounting services, the firm aims to democratize financial management for businesses of all sizes.
Deep dives
Creating a Supportive Work Environment
A key approach shared involves establishing a company culture that prioritizes collaboration and support among team members. The organization operates with a 30-hour workweek, allowing employees to balance their personal and professional lives more effectively. This structure fosters happy team members, which in turn leads to satisfied clients, emphasizing the notion that employee happiness directly correlates with client satisfaction. By creating a work environment reminiscent of what the founder wished for earlier in her career, there’s a clear focus on valuing contributions over hours worked.
