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Many of these potential clients, she says, have heard about Propeller on social media. She’s currently exploring the balance between doing everything related to the business herself, and having a team under her, as she does with Propeller Advisory. In addition to the accounting world, women have been a massive support to Katie’s journey—and they’ve served as inspiration for her next endeavor. While this relationship-building might have happened outside of the pandemic, the depth of these relationships would have taken much longer to reach. Propeller Advisory works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.
Katie joins Karbon CEO and host Stuart McLeod on episode 27 of the Accounting Leaders Podcast to share insights about her journey with Propeller Advisory. She also discusses how the pandemic has leveled up her client relationships, the community she’s found within the accounting industry, and how she’s passing that community on to other women through her coaching business. The ideal candidate possesses a strong operational and technical accounting background, excellent communication skills, a proven ability to juggle priorities and works proactively to drive results.
Chasing sunsets and sales: accounting life from the road with Chad Davis
As the mother of an 11-month-old, Katie says, “Having control of your own freedom is a big motivator.” Starting out, her goal was to create a business that could support time off to spend with her family. Now, she’s the founder and CEO of a company that was labeled Australia’s Best Tax Firm in 2020. We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself. Xero is beautiful online accounting software for smaller businesses. In the age of digital transformation, technology companies are moving at lightning speed.
Propel Her is dedicated to keeping female leaders on track byhaving someone check in with them monthly. Now, she hopes to offer that same kind of flexibility to her team and clients. But managing your company’s finances requires multiple skillsets across different roles with inconsistent workflows. Today, Propeller’s 350+ full-time professionals on three continents are proud to be considered the premier finance and accounting partner to many of the most iconic emerging companies in every category we specialize in. Though her top priority isn’t intense growth, Katie has been pleased to see a completely organic influx of new leads.
Helping other women grow
Results from the case studies are encouraging, with a gain of 2.34% in open water propeller efficiency for a 3600 Twenty foot Equivalent Unit container ship, equating to a saving of 3.22% in Carbon Dioxide emissions. Karbon is the one system that everyone opens every morning, and our go-to for all information about clients and work that needs to be done. This article is based on an episode of the Accounting Leaders Podcast.
Technology, including Karbon, didn’t just help with Propeller’s early stages—it enabled the firm to pursue a remote working environment. And while Katie has always known the purpose of her firm, she feels the pandemic helped to https://www.bookstime.com/articles/propeller-industries clarify and validate it. In addition to giving her clients the kind of flexibility she holds dear, she has always sought to help her clients grow. The observation was enough to prompt Katie to consider starting her own firm.
Propeller Advisory: Bank experience
With experienced talent in specialized roles and the flexibility to adapt as your needs evolve, we are your long-term partner in growth. Chad Davis, co-founder of LiveCA, is an accounting leader and digital nomad who’s fully embraced the many perks of cloud-based accounting. Katie pairs similarly-sized businesses together for monthly meetings to review key metrics and keep one another on track with their deliverables. Anyone in business knows how never-ending a to-do list can be, andhow sudden demands can distract from them.
- Propeller Industries is not licensed by the state of California and the accounting services being offered do not require a state license.
- Propeller operates across offices in the U.S., Bangalore and Manila.
- Now, she’s the founder and CEO of a company that was labeled Australia’s Best Tax Firm in 2020.
- The objective of the study is to demonstrate how the alternative propeller selection methodologies proposed, can on average provide greater overall efficiency.
- She’s also thankful for how technology has transformed the accounting industry—in particular, by lowering the barrier for entry and creating a new level of flexibility for business owners.
- Propeller has a large hospitality client base, an industry affected more drastically than many others.
- Propeller Aero Services (Propeller) seeks an experienced Senior Accountant at its offices in Everett, WA.
- Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor.
It began with offering only Chief Financial Officer (CFO) services, but quickly morphed into a fully fledged accounting and tax advisory practice over time. Kellie Parks, founder of Calmwaters Cloud Accounting, discusses how tech enables accountants and their clients to live the life they’ve always wanted. She hasn’t forgotten how isolating the early stages of starting a business were for her. Her mentorship with other women gave her a safe space to ask questions and someone to regularly review reports, budgets, and other metrics. Early on, Katie knew that she wanted to work more on the sales and relationship-building side of the operation than accounting work. She advocates for careful, thorough hiring, making sure to ask all the right questions.
