The Accounting Edit is where real conversations meet real numbers. Hosted by two women accounting firm owners, we’re pulling back the curtain on what it’s actually like to build a modern accounting practice—while helping small business owners make sense of their finances.
Whether you’re a fellow firm owner, a service-based entrepreneur, or just curious about the behind-the-scenes of running a business, you’ll find honest insights, practical advice, and plenty of moments that make you feel like you’re not alone.
Leah and Aminder share lighthearted insights into their personal and professional lives, exploring topics from work preferences to pet choices, and seasonal favorites. This episode offers a fun break and a chance to get to know the hosts better.
Takeaways
· Meetings vs. emails: preferences and hybrid approaches
· Career paths: startup vs. traditional accounting
· Work schedule preferences: morning vs. afternoon meetings
· Pet choices: dogs vs. cats and lifestyle fit
· Seasonal favorites: summer vs. fall and weather preferences
· Coffee vs. tea: favorite types and routines
· Technology preferences: Mac vs. PC
· Networking strategies: working the room vs. finding a friend
· Career achievements vs. lifestyle freedom
· Routine vs. spontaneity in daily life
Chapters
00:00 Introduction and episode overview
00:49 Getting to know the hosts and episode purpose
01:53 Meetings or emails: preferences and hybrid methods
04:15 Career paths: startup versus traditional accounting
07:38 Scheduling meetings: morning or afternoon
11:12 Pets: dogs or cats and lifestyle considerations
13:55 Coffee or tea: preferences and routines
18:00 Tech preferences: Mac or PC
22:20 Seasonal favorites: summer or fall
26:33 Work routines and spontaneity
26:34 Closing remarks and episode wrap-up
Website: TheAccountingEdit.com
Aminder's Links
Website: sequoia-cpa.com
Instagram: @sequoiacpa
LinkedIn: linkedin.com/company/sequoia-cpa
Leah's Links
Website: orca-accounting.com
Instagram: @orcaaccounting
LinkedIn: linkedin.com/in/leahmccool
Keywords: accounting, entrepreneurship, work habits, pets, coffee, routines, seasons, networking, lifestyle, career
17 Sept 2026
36. What Your Bookkeeper Should Actually be Doing Every Month
This episode clarifies what a bookkeeper should do eachmonth, emphasizing the importance of accurate financial management for business owners. Leah McCool and Aminder Mann discuss the key responsibilities involved in bookkeeping beyond simple data entry, including reconciliations, reviewing financial statements, and understanding the nuances of categorizing transactions.
Takeaways
· Reconciling bank and credit card accounts
· Reviewing financial statements for accuracy
· Categorizing transactions correctly
· Understanding balance sheet components
· Analyzing financial trends and movements
· Ensuring proper recording of assets and liabilities
· Flagging discrepancies and negative balances
· The importance of a consistent bookkeeping flow
Chapters
00:00 Introduction to Bookkeeping Responsibilities
00:47 What Bookkeepers Should Do Monthly Beyond Data Entry
02:04 Reconciling Bank and Credit Card Accounts
03:11 Reviewing Financial Statements for Accuracy
04:58 Supporting Business Decisions with Financial Data
06:27 Holistic Review of Financials and Flagging Issues
07:07 Understanding the Balance Sheet and Its Components
08:48 Verifying Assets, Liabilities, and Equity
12:20 Ensuring Transactions Are Accounted for Correctly
18:28 Reviewing Financials for Errors and Trends
23:45 The Value of Human Judgment in Bookkeeping
25:07 Conclusion: Reliable Financial Statements for Business Success
Website: TheAccountingEdit.com
Aminder's Links
Website: sequoia-cpa.com
Instagram: @sequoiacpa
LinkedIn: linkedin.com/company/sequoia-cpa
Leah's Links
Website: orca-accounting.com
Instagram: @orcaaccounting
LinkedIn: linkedin.com/in/leahmccool
Keywords: bookkeeping, financial statements, reconciliation, business finance, accounting, financial accuracy, bookkeeping responsibilities, financial review, small business accounting
3 Sept 2026
35. Separating Business & Personal Finances
This episode explores the importance of separating business and personal finances for small business owners. Leah and Aminder discuss practical steps, common pitfalls, and how to establish good financial habits to ensure clarity and compliance.
Takeaways
· Keep business and personal accounts separate to ensure clarity.
· Regularly review and clean up your financial records.
· Work with a tax professional to identify deductible expenses.
· Plan your owner’s pay based on business profitability and cash flow.
· Avoid impulsive owner draws; plan withdrawals carefully.
Chapters
00:00 Introduction to the importance of financial separation
01:03 Problems caused by mixing finances
01:58 Why small business owners must separate accounts
05:35 What should and shouldn't be in your accounting software
07:56 Common mistakes with personal and business accounts
11:35 Understanding the 'why' behind financial separation
14:47 How to determine how much to pay yourself
22:10 Paying yourself as a business owner
27:55 Handling already mixed finances and next steps
Website: TheAccountingEdit.com
Aminder's Links
Website: sequoia-cpa.com
Instagram: @sequoiacpa
LinkedIn: linkedin.com/company/sequoia-cpa
Leah's Links
Website: orca-accounting.com
Instagram: @orcaaccounting
LinkedIn: linkedin.com/in/leahmccool
Keywords: business finances, personal finances, bookkeeping, cash flow, tax planning, business growth, financial management,QuickBooks, owner’s salary, financial separation
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
5.0 / 5
2 ratings
Spotify
5.0 / 5
4 ratings
Podcast Authority Score: 31 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
48
Social presence
0
YouTube
0
Engagement
32
Contact The Accounting Edit
Guest appearances
Does not typically book guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Questions about The Accounting Edit
Who hosts The Accounting Edit?
Leah McCool host the show. Published by The Accounting Edit.
How often do new episodes come out?
The show publishes weekly, based on its RSS feed.
Does The Accounting Edit take guests?
The show does not typically feature guests, based on episode analyses.
Host of The Accounting Edit?
Claim your podcast to manage its listing and keep your show details accurate.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show Podcast research with Pod Engine
