No Result
View All Result
SUBMIT YOUR ARTICLES
  • Login
Saturday, May 30, 2026
TheAdviserMagazine.com
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
No Result
View All Result
TheAdviserMagazine.com
No Result
View All Result
Home IRS & Taxes

Lessons from Erin Pohan and Wave Seattle

by TheAdviserMagazine
4 months ago
in IRS & Taxes
Reading Time: 4 mins read
A A
Lessons from Erin Pohan and Wave Seattle
Share on FacebookShare on TwitterShare on LInkedIn


Erin Pohan is redefining what it means to build a successful accounting career. With over 20 years of experience in public accounting, firm ownership, and accounting education, Erin is the founder of Upkeeping LLC and the creator of Wave Seattle, a community focused conference for women in accounting and finance. In this episode of Canopy Practice Success, Erin shares insights on nontraditional accounting career paths, accounting firm growth, leadership, and the importance of community in combating loneliness for firm owners and accounting professionals.

 

 

TRANSCRIPT:

Building Community in Accounting: Erin Pohan on Connection, Career Paths, and Wave Seattle

Accounting careers rarely follow a straight line, and Erin Pohan’s journey is a powerful example of how nontraditional paths can lead to meaningful impact. With more than 20 years of experience across public, private, nonprofit, and educational accounting, Erin has built a career rooted not just in numbers, but in people.

As the founder of Upkeeping LLC and the creator of Wave Seattle, Erin is reshaping what it means to succeed in accounting by centering community, humanity, and sustainable growth.

From Walmart to Worldwide: A Nontraditional Accounting Career

Erin’s accounting story began in an unexpected place: a Walmart accounting office in Virginia. While attending community college and initially pursuing marketing, she discovered a genuine love for accounting during her first introductory course. That passion led her to switch majors and fully embrace the profession.

Early roles in private accounting, including bookkeeping work at a Marine Corps base, gave Erin hands-on experience with manual systems and behind-the-scenes financial operations. Her career took another turn when she became a military spouse, moving 10 times over the last 15 years. While frequent relocations made traditional career progression difficult, they also opened doors.

Erin transitioned into public accounting, working at CPA firms across the country, often starting wherever opportunity existed. Later, while living in Japan, she volunteered with a nonprofit to continue honing her skills and discovered a new passion for accounting education. Through work with universities and textbook publishers, she helped develop curriculum and supplemental materials, an experience that still influences her work today.

Rather than viewing her path as fragmented, Erin sees it as foundational. Each role built toward the business and community she leads now.

Why Community Matters More Than Ever

After years of repeatedly leaving communities behind, Erin learned the value of building connection quickly and intentionally. That lesson became even more important when she stepped into entrepreneurship.

Running a firm can be isolating, especially in a profession where leaders often wear every hat. Erin saw firsthand how loneliness impacts firm owners and accounting professionals, a realization that solidified during the first Wave Seattle event. During a panel discussion on loneliness, one attendee bravely shared her experience of feeling alone while running her firm. The entire room resonated.

That moment confirmed something Erin already believed: community isn’t optional. It’s essential.

Wave Seattle: Creating Space for Real Conversations

Wave Seattle, which stands for Women in Accounting, Finance, Visionaries, and Entrepreneurs, was born from Erin’s desire to recreate the sense of belonging she felt at industry conferences like Bridging the Gap. Instead of waiting another year for connection, she built it herself.

What began as a local Seattle event quickly drew women from across the United States and Canada, proving how strong the demand is for intentional, inclusive spaces. Wave Seattle creates room for the kinds of conversations that often happen informally elsewhere, conversations about leadership, growth, boundaries, and the realities of running a firm.

While Wave Seattle centers women’s experiences, Erin emphasizes the importance of allies. Men are welcomed as sponsors and attendees, and many have shared how meaningful it is to witness open, vulnerable conversations that don’t always have space elsewhere in the industry.

Upkeeping LLC: Growing a Firm with Intention

Upkeeping LLC began in 2021 almost by accident, when Erin signed up for a small online bookkeeping workshop and realized she was building a firm in real time. Within months, she had multiple clients, and by the end of the year, the business was generating real revenue.

From the beginning, Erin was intentional about building sustainably. She quickly moved beyond a solopreneur model, hiring support from within her community and creating flexible roles that worked for working parents and students. Today, Upkeeping supports around 50 clients with a small, highly collaborative team.

Erin is transparent about growth, often sharing her journey publicly on LinkedIn. As Upkeeping continues to evolve, she’s focused on making strategic hires that allow her to step further into leadership while supporting her team and clients effectively.

Fighting Loneliness in the Accounting Industry

Erin believes combating loneliness requires both intention and action. She encourages accountants to attend conferences, join online communities, listen to industry podcasts, and form peer groups or masterminds for regular connection.

Peer support, in her view, is just as powerful as mentorship. Growing alongside others who understand the challenges of the profession creates resilience and reduces isolation.

Advice for the Next Generation of Accountants

For those just entering the accounting industry, Erin’s advice is simple but powerful: show up.

Sharing your voice, building authentically in public, and engaging with the accounting community can feel intimidating, but it’s also how meaningful connections are formed. The industry is evolving, and there is space for new perspectives, new paths, and new leaders.

Stay Connected

Erin is most active on LinkedIn, where she shares daily insights about firm ownership, leadership, and community building. You can also learn more about Wave Seattle and the upcoming event on May 15, 2026, at waveseattle.com.

Through Upkeeping and Wave Seattle, Erin Pohan is proving that accounting isn’t just about numbers. It’s about people, connection, and building something better together.

 

  Apple-podcasts   Youtube



Source link

Tags: ErinLessonsPohanSeattleWave
ShareTweetShare
Previous Post

FDR Full Form – Meaning, Examples, Features, Functions

Next Post

Are $100K Rental Properties Ever Worth It?

Related Posts

edit post
Is Overtime Pay Taxed Under the One Big Beautiful Bill?  

Is Overtime Pay Taxed Under the One Big Beautiful Bill?  

by TheAdviserMagazine
May 30, 2026
0

Key Takeaways:  The Overtime Deduction has a retroactive start date of January 1, 2025, and it will expire on December...

edit post
5 Smart Ways to Spend Your Tax Refund

5 Smart Ways to Spend Your Tax Refund

by TheAdviserMagazine
May 29, 2026
0

Got a tax refund this filing season? You’re not the only one. According to IRS filing data, the average refund...

edit post
Don’t Blame the Messenger—the CBO—for Our Current Fiscal Problems

Don’t Blame the Messenger—the CBO—for Our Current Fiscal Problems

by TheAdviserMagazine
May 29, 2026
0

The Congressional Budget Office (CBO) provides annual snapshots of the federal government’s fiscal outlook, which in recent years has gone...

edit post
How to increase the value of tax data with a workflow engine

How to increase the value of tax data with a workflow engine

by TheAdviserMagazine
May 28, 2026
0

Highlights Workflow engines validate tax data across systems, increasing confidence in accuracy and value. ONESOURCE customers reduced tax preparation time...

edit post
Wyoming Holding Company: The Benefits & How To Set Them Up |

Wyoming Holding Company: The Benefits & How To Set Them Up |

by TheAdviserMagazine
May 28, 2026
0

If you own multiple rental properties, your structure matters. The more assets you acquire, the more risk you create when...

edit post
How to develop an AI tax compliance strategy

How to develop an AI tax compliance strategy

by TheAdviserMagazine
May 28, 2026
0

Streamline compliance, mitigate risks, improve productivity, and innovate your tax practice with fiduciary-grade AI. Highlights How AI is already embedded...

Next Post
edit post
Is Bitcoin a Buy Right Now?

Is Bitcoin a Buy Right Now?

edit post
Accountant General: Metro will cost more than we think

Accountant General: Metro will cost more than we think

  • Trending
  • Comments
  • Latest
edit post
Supreme Court Delivers More Bad Redistricting News for Democrats

Supreme Court Delivers More Bad Redistricting News for Democrats

May 19, 2026
edit post
From Maine to Michigan, Democrats Are Making Communism Great Again

From Maine to Michigan, Democrats Are Making Communism Great Again

May 16, 2026
edit post
Gavin Newsom issues ‘final warning’ amid California’s dire housing crisis — what’s at stake for millions of residents

Gavin Newsom issues ‘final warning’ amid California’s dire housing crisis — what’s at stake for millions of residents

May 3, 2026
edit post
Minnesota Wealth Tax | Intangible Personal Property Tax

Minnesota Wealth Tax | Intangible Personal Property Tax

May 6, 2026
edit post
It’s Time To Talk About Massie

It’s Time To Talk About Massie

May 23, 2026
edit post
10 Cheapest High Dividend Stocks With P/E Ratios Under 10

10 Cheapest High Dividend Stocks With P/E Ratios Under 10

April 13, 2026
edit post
Strong shekel pushes companies overseas

Strong shekel pushes companies overseas

0
edit post
Is Overtime Pay Taxed Under the One Big Beautiful Bill?  

Is Overtime Pay Taxed Under the One Big Beautiful Bill?  

0
edit post
Beef Prices Hit Record Highs. Here’s Why Steak Is So Expensive

Beef Prices Hit Record Highs. Here’s Why Steak Is So Expensive

0
edit post
EQT Corporation (EQT): Leopold Aschenbrenner Is No Longer Bullish

EQT Corporation (EQT): Leopold Aschenbrenner Is No Longer Bullish

0
edit post
F&O Talk: Nifty may stay range-bound; Sudeep Shah sees opportunities in banks, IT, picks 7 stocks

F&O Talk: Nifty may stay range-bound; Sudeep Shah sees opportunities in banks, IT, picks 7 stocks

0
edit post
SpaceX IPO’s hot trade: NASA ETF’s two-month, .6 billion liftoff

SpaceX IPO’s hot trade: NASA ETF’s two-month, $2.6 billion liftoff

0
edit post
EQT Corporation (EQT): Leopold Aschenbrenner Is No Longer Bullish

EQT Corporation (EQT): Leopold Aschenbrenner Is No Longer Bullish

May 30, 2026
edit post
More ships are quietly slipping through Strait of Hormuz as air power scares off Iran’s attack boats

More ships are quietly slipping through Strait of Hormuz as air power scares off Iran’s attack boats

May 30, 2026
edit post
SEC Sues Texas Man For .3 Million Crypto Asset Fraud – Details

SEC Sues Texas Man For $12.3 Million Crypto Asset Fraud – Details

May 30, 2026
edit post
The Sedation of Appalachia | Mises Institute

The Sedation of Appalachia | Mises Institute

May 30, 2026
edit post
SpaceX IPO’s hot trade: NASA ETF’s two-month, .6 billion liftoff

SpaceX IPO’s hot trade: NASA ETF’s two-month, $2.6 billion liftoff

May 30, 2026
edit post
Is It Smarter to Buy Bitcoin (BTC) or Ethereum (ETH) Right Now?

Is It Smarter to Buy Bitcoin (BTC) or Ethereum (ETH) Right Now?

May 30, 2026
The Adviser Magazine

The first and only national digital and print magazine that connects individuals, families, and businesses to Fee-Only financial advisers, accountants, attorneys and college guidance counselors.

CATEGORIES

  • 401k Plans
  • Business
  • College
  • Cryptocurrency
  • Economy
  • Estate Plans
  • Financial Planning
  • Investing
  • IRS & Taxes
  • Legal
  • Market Analysis
  • Markets
  • Medicare
  • Money
  • Personal Finance
  • Social Security
  • Startups
  • Stock Market
  • Trading

LATEST UPDATES

  • EQT Corporation (EQT): Leopold Aschenbrenner Is No Longer Bullish
  • More ships are quietly slipping through Strait of Hormuz as air power scares off Iran’s attack boats
  • SEC Sues Texas Man For $12.3 Million Crypto Asset Fraud – Details
  • Our Great Privacy Policy
  • Terms of Use, Legal Notices & Disclosures
  • Contact us
  • About Us

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.

Welcome Back!

Login to your account below

Forgotten Password?

Retrieve your password

Please enter your username or email address to reset your password.

Log In
No Result
View All Result
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.