05/13/2025
Millennial Accounting founder KATEY MADDUX receives INSIGHTFUL ACCOUNTANT’S 2025 TOP 100 PROADVISOR AWARD
Millennial Accounting of Miami, FL is pleased to announce that firm founder Katey Maddux has been named a 2025 Top 100 ProAdvisor by Insightful Accountant, the leading information source written specifically for the small business advisor.
This list recognizes the leading consultants who have embraced the ProAdvisor program and have leveraged it in order to better serve their clients and grow their own business. “I want to congratulate each of the ProAdvisors who made this year’s Top 100 list and thank all of the ProAdvisors who participated in the demanding process…” said Insightful Accountant Senior Technical Editor, William “Murph” Murphy.
10/15/2023
Celebrating my business Millennial Accounting, LLC’s 7th birthday with new friends and old ones 🎀
I never planned on owning a business, but the Lord had other plans.  Being in entrepreneur has been one of the greatest gifts of my life.  7 years of blood, sweat and tears, it has taught me so much about life, opened incredible doors, given me a platform, allowed me to help dozens of entrepreneurs, funded my never-ending travels and brought countless nights of tears and joy.
It was extra special to have two of my Miami girls here celebrating with me in California Valentina Martinez & Carolina Martinez
Considering that I’ve only been here for six weeks, I was shocked that I even had 20 friends, let alone have all of them show up at my party 🤣🥳 The Lord continues to bless and surprise me, and I am forever grateful.
Thank you to everyone has been on this journey with me. To you who have hired me, poured into me, encouraged me, stood beside me and cheered me on, you hold a special place in my heart 💓
Cheers to another 7 years 🥂
06/28/2023
By request, Katey’s Scaling New Heights class ‘Onboarding Clients with Excellence’ has finally been turned into a course for accounting professionals
Presales now open, course goes live July 8 !!
In this course, Katey shares her tried-and-true process for evaluating, selecting, and onboarding the RIGHT clients for your firm, and how to ensure it's a great relationship from the first touch all the way through the delivery of the work.
Onboarding sets the tone for the relationship and expectations moving forward, so it is critical to get it right. Many practitioners rely on email, multiple documents, and meetings, which can have mixed results.
What You Will Learn:
- Identify where the holes are in your current onboarding process with an eye to improving them
- Sustainable practices to streamline your onboarding processes and set the right tone and expectations with clients
- Determine key strategies to delight clients on an ongoing basis while maintaining efficiency and control in your practice
- Discover an affordable technology solution that streamlines secure document exchange and client communication in a delightful way for both clients and staff
MaQuickBooks.con/templates to sign up!
06/07/2023
Join us in St. Louis in just a few weeks!
Katey’s session ‘Winning and Keeping the Next Generation of Clients in Your Accounting Firm’ will be LIVE at the conference on Wednesday, June 28th 3:20 PM
Description:
What do next-gen clients want? Millennial and Gen Z clients really dislike email, and how dated are you making yourself look with your current processes and systems?
Your technology may be making you look outdated or irrelevant.
You WILL have Millennial and Gen Z clients, so how can you attract the next generation without leaving your current clients behind?
This class will answer these questions and give you strategies for propelling your firm forward.
Register Today
https://www.woodard.com/scaling-new-heights
06/07/2023
Join us on the Entrepreneur Life Podcast for all things Entrepreneurship, Accounting and Lifestyle! Posted by our very own Founder & CEO,
Listen on YouTube, Spotify or Apple Podcasts
https://podcasts.apple.com/us/podcast/episode-15-the-1-2-3-of-airbnb-with-francis-darko/id1666355251?i=1000615950431
03/01/2023
Join us on Episode 4 of The Entrepreneur Life Podcast where we interview one of our favorite Accountants and tax Pros !
01/31/2023
Who's ready to hear Episode 3 with Sean Duncan, wealth management advisor!?
Episode drops tomorrow! ✨
11/07/2022
So excited to be nominated ❤️ thank you!