Distant-First Accounting with Sam Hallburn: Job Costing, Tradition, and Zoho Steadiness

Distant-First Accounting with Sam Hallburn: Job Costing, Tradition, and Zoho Steadiness

Gary DeHart sits down with Sam Hallburn, founding father of PBS Accounting and Tax Options, to speak about constructing a remote-first agency that really works. Sam shares how she moved from banking into bookkeeping, why job costing and challenge administration are her candy spots, and the way stay coaching formed her expertise. We get into the Zoho Steadiness retreat, Zoho One as a platform, and what’s altering for professionals who’ve relied on Intuit for years.

In addition they break down sensible tradition strikes for distributed groups: cameras-on conferences, express expectations, capability monitoring, and perks that matter. Instruments within the stack embody QuickBooks On-line, Keeper, Slack, and Levi for capability and profitability monitoring. Sam explains her Monetary Literacy Workshop for small enterprise house owners, her pipeline technique by talking, and a brand new education-focused enterprise, Path to Summit. She’s coaching for Everest Base Camp, too, and translating that grit into how she leads.

🌐 Study extra about Sam and her agency: pbsaccountingandtax.com

🔗 Join with Sam on LinkedIn: Samantha Hallburn

What you’ll be taught:

✅ Easy methods to standardize distant workforce rituals with out killing autonomy

✅ Capability and profitability monitoring that guides staffing and pricing

✅ When to companion for tax as a substitute of doing it in-house

✅ Why Zoho’s platform is price a recent search for ops past accounting

✅ A easy playbook for turning talking right into a lead engine

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