From Firm Owner to Founder of WAVE: Community, AI and a new accounting conference | Erin Pohan, Founder of Upkeeping, LLC

Erin Pohan is the founder of Upkeeping, LLC, a bookkeeping firm built on the belief that small business owners thrive when they understand their numbers. Her passion for financial education, tech-savvy solutions, and community empowerment has made her a standout voice in modern accounting. Now, Erin is launching WAVE, Women in Accounting (& Finance) Visionaries and Entrepreneurs, a one-day, in-person “pro-ference” happening in May, 2025, in Seattle. Designed to foster connection, collaboration, and growth, WAVE brings together forward-thinking women in accounting and finance through dynamic speakers, peer strategy sessions, a tech round focused on AI tools, and a live podcast recording, all in a vibrant, community-driven setting.Before launching Upkeeping, Erin worked with firms like Brown, Bench, Wright & McLeod, and John E. McGovern & Associates, specializing in payroll, tax preparation, and financial reporting for small businesses. She later joined Freedom Learning Group, where she served as a Subject Matter Expert and Project Manager, developing accounting curriculum and leading remote teams to build accessible learning experiences for universities and publishers.In our conversation, we dive into:Her path from receptionist to CPA and business ownerThe growing role of AI and automation in accounting workflowsWhy education and mentorship are vital to the future of the fieldHow creating a supportive firm culture leads to better balance and successThe rise of boutique firms and what they mean for the industryHer mission to empower women in accounting through community and collaborationAnd so much moreSome Takeaways:1. Bookkeeping is a Launchpad for Leadership: Starting her career as a receptionist in a small CPA firm, Erin's ascent into entrepreneurship showcases how foundational roles in bookkeeping and administrative support can evolve into powerful leadership positions. Mastery of day-to-day financial operations can lay the groundwork for long-term business ownership and strategic influence.2. Entrepreneurship is Fueled by Self-Belief and Clarity: Launching a boutique firm requires confidence, a clear vision, and the willingness to make bold decisions. Erin’s leap into founding Upkeeping, LLC stemmed from a desire to define how and with whom she works, reminding aspiring entrepreneurs that clarity of purpose is critical to sustaining independent success.3. Technology Enhances Human Connection: Erin integrates tools like QuickBooks Online, inventory apps, and AI-powered workflows not just for efficiency, but to free up time for meaningful client interaction. Technology becomes most valuable when it supports communication, streamlines onboarding, and deepens advisory relationships.4. Community Building is a Catalyst for Change: Erin’s commitment to building a strong local and online community, culminating in the launch of her women-in-accounting proference highlights how collaboration and shared experiences can reshape an industry. Participation in professional communities unlocks partnerships, visibility, and innovation.Where to find Erin Pohan:Website: https://www.upkeeping.co/ LinkedIn: https://www.linkedin.com/in/erinpohan/In this episode, we cover:01:36 Introduction to Erin Pohan06:49 The Global Language of Accounting13:39 Building a Supportive Firm Culture19:47 The American Dream of Bookkeeping25:47 Networking and Community Building31:38 Embracing Technology in Accounting35:42 The Evolution of QuickBooks and Its Impact44:01 Addressing the Talent Shortage in Accounting50:23 The Fast Five questionsReferences:WAVE Seattle: https://cec4-erin.systeme.io/0cc9baddFor inquiries about sponsoring the podcast, please contact us on our social media.