Carla Caldwell from Caldwell Consulting & Training
Right people, right place, right time.
Right people, right place, right time. A conversation with Carla Caldwell
About the Episode
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
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
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.
Meet the Accounting Leaders
Seth Fineberg
Founder, Accountants Forward
#73: Bridging the gap between tech vendors and accountants
Listen Now
Alasdair McGill and Colin Munro
Co-Founder, Ashton McGill and Miconex
#72: Doing good work for good people
Listen Now
Jennie Moore
Partnerships Manager, Ignition
#71: Finding an accountant's purpose in numbers.
Listen Now
Anton Colella
CEO, Moore Global
#70: From good to great: A legacy of empowerment