What is the best team approach to achieve your goals and secure success? Baxter Lanius, Founder and CEO of Alternative Payments, breaks down how leaders can make everyone feel empowered to do their best work, even if it means facing failures together. He joins Amy Vetter to share the importance of aligning a person’s strengths with their respective work roles, inspired by his experiences in playing lacrosse. Baxter also explains how they leverage AI to improve payment processes and client experiences, significantly speeding up payment times.

This episode is sponsored by Alternative Payments. Alternative Payments is a financial technology platform trusted by 1,000+ service businesses nationwide and the clients they support. They help service providers embed and monetize payments within their existing workflows, creating a new recurring revenue stream while simplifying billing and eliminating operational lift.

To learn more: https://go.alternativepayments.io/see-it-in-action-2?utm_source=b3method&utm_medium=email&utm_content=newsletter

AI has evolved tremendously in just a few years, and it is not going anywhere. We have to learn to live with it and use it to our advantage. Amy Vetter chats with Jessica McKellar, co-founder and CTO of Pilot, a provider of AI-powered bookkeeping and advisory solutions for small-to-midsized businesses and startups. She shares how they leverage AI to automate bookkeeping and help small businesses achieve huge success. They also discuss the future of accounting and finance, the role of automation in transforming the industry, and why professionals need to adapt to these inevitable changes while maintaining their role as trusted financial advisors.

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The Simple Firm is more than a book; it's a revolutionary blueprint for accounting professionals seeking true professional freedom. Join author Darren Root, a veteran CPA, firm owner, and Founder of Better Everyday, as he breaks down the structured approach from his new book. Root, also the author of bestsellers like The Intentional Accountant and The E-Myth Accountant, details the four essential components of this freedom: time, money, relationships, and purpose. Learn his personal and practical insights on creating a clear business model that supports your ideal lifestyle and how to develop proactive roadmaps for advisory services. He emphasizes that moving away from a generalist mindset to choosing the right clients is the critical step to creating a lifestyle business that aligns with your desired work-life balance and future goals.

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