Keilah challenges traditional approaches to new year goal-setting by introducing a framework focused on defining what "enough" means for your business and life. She shares practical strategies for setting SMART goals that align with both business capabilities and personal fulfillment, while avoiding common pitfalls that lead to burnout. Through real examples and actionable steps, this episode provides a blueprint for service firm owners to grow sustainably without sacrificing their wellbeing or service quality.

• (00:00) - Welcome to Build to Enough
• (01:21) - Setting Goals for the New Year
• (03:01) - Defining 'Enough' in Your Business
• (04:15) - Implementing SMART Goals
• (07:25) - Avoiding Burnout and Overcommitment
• (13:10) - Practical Tips for Sustainable Success
• (14:43) - Conclusion and Looking Ahead

Twitter - x.com/littlefishcpa

More About Little Fish Accounting

Learn more about Little Fish’s suite of services at www.littlefishaccounting.com.

Follow Little Fish Accounting at instagram.com/littlefishaccounting

As we enter the new year, enjoy this bonus rebroadcast of "Finding Your Capacity Sweet Spot"

Determining the right number of clients to take on without compromising quality or burning out is essential. On this episode, Keila talks about how to set ideal revenue goals, assess your bandwidth across life and work, and strike the perfect balance between earning target income and maintaining sanity. Going beyond "work-life balance" into intentionally designing your business around your desired lifestyle.

Connect with Keila!
LinkedIn - www.linkedin.com/in/keilahilltrawick
Website - www.krht.co

Twitter - x.com/littlefishcpa

More About Little Fish Accounting

Learn more about Little Fish’s suite of services at www.littlefishaccounting.com.

Follow Little Fish Accounting at instagram.com/littlefishaccounting

Keila Hill-Trawick breaks down how accounting firms can evolve beyond basic tax preparation to offer meaningful advisory services that benefit both the firm and their small business clients. She distinguishes between tax preparation, advisory, and planning services while providing practical steps for implementing these offerings without overwhelming your firm. Drawing from her experience at Little Fish Accounting, Keila explains why fixed-fee comprehensive packages often serve small businesses better than à la carte tax services, and how firms can deepen client relationships while creating new revenue streams.

• (00:00) - Welcome to Build to Enough
• (00:52) - The Importance of Tax Advisory Services
• (01:11) - Specializing in Small Firms
• (03:43) - Defining Tax Preparation and Advisory
• (06:35) - Implementing Tax Advisory Services
• (10:25) - Benefits for Firms and Small Businesses
• (12:28) - Conclusion and Next Steps

Twitter - x.com/littlefishcpa

More About Little Fish Accounting

Learn more about Little Fish’s suite of services at www.littlefishaccounting.com.

Follow Little Fish Accounting at instagram.com/littlefishaccounting