Introducing Caleb Jenkins, the 2024 Insightful Accountants Pro Advisor of the Year.

We Caleb's journey in accounting, his early influences, and the importance of community service. Caleb shares insights on wealth management, values-based investing, and the significance of having a vision and direction in one's career. The conversation highlights the impact of family support, personal growth, and the drive to make a difference in the community. In this conversation, Caleb Jenkins discusses the importance of trust in community programs, the complexities of different types of poverty, and how these insights have revolutionized his approach to business. He emphasizes the shift from compliance to advisory work in accounting, the significance of community engagement, and the balance between leadership and following. Caleb also shares practical advice for aspiring accountants and personal insights into his life and values.

Takeaways

- Caleb Jenkins emphasizes the importance of community service and giving back.

- He started his accounting journey at a young age, influenced by his father's firm.

- Caleb's passion for accounting was nurtured through hands-on experiences.

- He believes in the power of leadership over following.

- Education and self-directed learning played a crucial role in his career.

- Caleb chose to pursue an Enrolled Agent designation instead of a CPA.

- He is passionate about values-based investing and wealth management.

- Caleb's outreach work in Haiti has significantly impacted his perspective.

- He encourages others to take accountability for their career paths.

- Caleb's success is attributed to hard work, determination, and a clear vision. Trust is essential for community programs to succeed.

- Understanding the difference between crisis and chronic poverty is crucial.

- Chronic poverty requires a deeper analysis of root causes.

- Business practices should focus on solving underlying issues, not just surface symptoms. - Advisory work in accounting is about addressing root problems.

- Daily routines can impact work-life balance and productivity.

- Community engagement provides inspiration and growth opportunities.

- Effective leadership involves having a clear vision and inspiring others.

- Aspiring accountants should seek certification and community involvement.

- Personal experiences shape our professional journeys and values.

Sound Bites

"I loved the eight hours of shredding."

"I started tracking my own books on QuickBooks."

"The aspect of being a leader rather than a follower."

"Advisory work is about solving root problems."

"Community inspires me and seeing others grow."

"Vision is the intersection of your higher principle."

"Get certified as a QuickBooks Pro Advisor."

Chapters

00:00 Introduction to Protea Conversations

01:18 Caleb Jenkins: A Journey in Accounting

03:50 Early Influences and Family Background

10:03 The Path to Accounting: Passion and Opportunity

22:40 The Importance of Vision and Direction

27:48 Outreach Work and Community Impact

28:51 The Importance of Trust in Community Programs

30:09 Understanding Different Types of Poverty

35:41 Revolutionizing Business Practices

37:40 The Shift from Compliance to Advisory

42:31 The Value of Community Engagement

46:16 Leadership: Balancing Vision and Following

49:20 Advice for Aspiring Accountants

51:50 Personal Insights and Fun Facts

Connect with Caleb: LinkedIn personal - https://www.linkedin.com/in/calebjenkins1994/