Carla Caldwell from Caldwell Consulting & Training

Right people, right place, right time.

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Right people, right place, right time. A conversation with Carla Caldwell

Episode 68   •   Apr 19
Carla Caldwell

About the Episode

About
Transcript

About the Episode

Transcript

Carla Caldwell, Stuart's long-time friend and ex-colleague, joins him for a delightful conversation about her journey in accounting, accounting technology, consulting, and entrepreneurship.

Episode Themes

Entrepreneurship
Business Consulting
Leadership

Episode Notes

  • Reminiscing together (00:05)
  • How family and mentors influenced Carla's accounting journey (01:55)
  • Finding her superpower in accounting and technology (05:20)
  • The game-changing opportunity to be a part of Xero's early days in the US (12:10)
  • Carla's post-Xero venture as technology and process consultant for accountants (21:20)
  • Harnessing the power of technology (rather than resisting it) (24:00)
  • How the accounting industry might solve the talent challenge (27:30)
  • Building meaningful, personal connections with your staff (30:00)
  • How the 'Working Geniuses' model uplifts her staff (34:00)
  • Carla's most memorable clients (38:30)
Episode Themes
Entrepreneurship
Business Consulting
Leadership
Episode Notes
  • Reminiscing together (00:05)
  • How family and mentors influenced Carla's accounting journey (01:55)
  • Finding her superpower in accounting and technology (05:20)
  • The game-changing opportunity to be a part of Xero's early days in the US (12:10)
  • Carla's post-Xero venture as technology and process consultant for accountants (21:20)
  • Harnessing the power of technology (rather than resisting it) (24:00)
  • How the accounting industry might solve the talent challenge (27:30)
  • Building meaningful, personal connections with your staff (30:00)
  • How the 'Working Geniuses' model uplifts her staff (34:00)
  • Carla's most memorable clients (38:30)
About the Guest

After a multifaceted career in accounting, Carla saw the need to guide accounting firms as they modernized their practices. That’s why she started Caldwell Consulting and Training in 2015. With the heart of a teacher, she helps everyone from beginners to industry veterans connect the dots between technology and accounting. Carla is also the owner and founder of Candella Accounting & Advisory Services, was named one of the 'The Top 50 Women in Accounting for 2021', and a Top 100 ProAdvisor in 2024.

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