CPA CAREER PATHS: Recent Episodes
Rosey Flaherty, CPA, MSA
Welcome to the CPA Career Paths Podcast, your ultimate guide to success in the world of accounting and the CPA profession. Join us as we dive into invaluable tips, insightful advice, and real-life CPA journeys, covering everything from conquering the CPA exam to achieving your dreams in the dynamic world of finance.
Audio Podcast | Listen to the Latest Episode
Success is not built by pushing yourself harder every day. It is built by creating habits that allow you to keep showing up over the long run.
In Episode 123 of the CPA Career Path Podcast, host Rosey Flaherty, CPA, continues her conversation with Erin Daiber, CEO of Well Balanced Accountants, about creating a sustainable accounting career without sacrificing your wellbeing.
From building routines that support your priorities to replacing perfection with consistency, Erin shares practical advice for accountants who want to succeed without burning out.
🎯 What You'll Take Away:• Why balance changes throughout different stages of your career
• How intentional planning supports long term success
• Why flexibility and self compassion reduce burnout
• How curiosity and reflection create continuous professional growth
▶️ Listen to the full episode now:
roseyflahertypodcast audiopodcast erindaiber cpalife accountingcareers careerinsights careerdevelopment worklifebalance burnoutprevention leadership cpacareerpath
http://www.youtube.com/@CPACareerPaths
New Episode Out Now!
What happens when a successful career no longer feels sustainable?
In this episode, host Rosey Flaherty, CPA, welcomes Erin Daiber, CEO of Well Balanced Accountants, to share the experiences that reshaped both her career and her definition of success.
From burnout and self-discovery to coaching fellow accountants, Erin explains why balance isn't something you stumble upon. It's something you intentionally create.
🎯 What You'll Take Away:• Why career paths don't have to follow a straight line
• How burnout can become the beginning of positive change
• Why self-awareness is essential for long-term fulfillment
• How community and intentional balance create sustainable success
▶️ Listen to the full episode now:
roseyflahertypodcast audiopodcast erindaiber cpalife accountingcareers careerinsights careerdevelopment professionalgrowth burnout careerbalance accountingcommunity
http://www.youtube.com/@CPACareerPaths
In Episode 121 of the CPA Career Path Podcast, Rosey Flaherty, CPA, sits down with Charmone Adams, CPA, Partner at Grant Thornton Advisors LLC.
From choosing the right firm to preparing for partnership, Charmone shares practical advice for accountants who want to accelerate their careers while embracing leadership, mentorship, and emerging technology.
Hosted by Rosey Flaherty, CPA, this episode explores the mindset and career decisions that can help accounting professionals fast-track their long-term success.
🎯 What You'll Take Away:• Why choosing the right firm matters more than choosing the biggest one
• How taking on leadership before a promotion prepares you for success
• The importance of mentors during major career transitions
• Why AI should be viewed as a tool that enables better work, not replaces it
▶️ Listen to the full episode now:
roseyflahertypodcast audiopodcast charmoneadams cpalife accountingcareers careerinsights careerdevelopment professionalgrowth leadership aiinaccounting
http://www.youtube.com/@CPACareerPaths
🎧 Audio Podcast – New Episode Out Now
In Episode 120 of the CPA Career Path Podcast, Rosey Flaherty, CPA, sits down with Charmone Adams, CPA, Partner at Grant Thornton Advisors LLC.
Charmone shares his unexpected path into accounting, from earning an MBA in finance to discovering the value of the CPA credential and building a leadership career in public accounting.
Hosted by Rosey Flaherty, CPA, this episode highlights how mentorship, representation, persistence, and stepping outside your comfort zone can shape a meaningful and successful accounting journey.
🎯 What You’ll Take Away:
• How unexpected career paths can lead to the right opportunities
• Why the CPA credential creates long-term career possibilities
• The persistence required to complete a six-year CPA journey
• How representation and purpose can become powerful motivation
• Why mentorship and authentic relationships drive career growth
▶️ Listen to the full episode now:
roseyflahertypodcast audiopodcast charmoneadams cpalife accountingcareers careerinsights careerdevelopment professionalgrowth publicaccounting cpacareerpath
http://www.youtube.com/@CPACareerPaths
🎧 Audio Podcast – New Episode Out Now
In Episode 119 of the CPA Career Path Podcast, Rosey Flaherty, CPA, speaks with Angelina Aijun Lu, CPA, Audit Director at AAFCPAs.
This episode focuses on how accounting professionals can avoid career stagnation by redefining success beyond promotions and titles. Angelina shares how long-term career growth depends on balance, self-advocacy, and intentional lifestyle design.
It highlights how burnout prevention, personal development, and consistency outside of work all contribute to a more sustainable and fulfilling accounting career.
🎯 What You’ll Take Away:
• Why career success should not only be defined by promotions
• How to prevent burnout during long audit cycles and deadlines
• The importance of advocating for yourself and your goals
• Why hobbies and personal interests support long-term performance
• How volunteering builds perspective beyond traditional accounting roles
▶️ Listen to the full episode now:
roseyflahertypodcast audiopodcast angelinaaijunlu cpalife accountingcareers careerinsights careerdevelopment professionalgrowth accountingcommunity cpacareerpath
http://www.youtube.com/@CPACareerPaths
🎧 Audio Podcast – New Episode Out Now
In Episode 118 of the CPA Career Path Podcast, Rosey Flaherty, CPA, speaks with Angelina Aijun Lu, CPA, Audit Director at AAFCPAs.
From immigrant beginnings to a senior leadership role in accounting, Angelina shares how consistency, discipline, and communication shaped her professional journey.
This episode highlights how long-term thinking, exam discipline, and soft skills contribute to building a strong and sustainable accounting career.
🎯 What You’ll Take Away:
• Why accounting can offer long-term career stability and growth
• The discipline behind passing all four CPA exams before full-time work
• How early communication improves professional relationships
• Why soft skills are key to leadership success in accounting
▶️ Listen to the full episode now:
roseyflahertypodcast audiopodcast angelinaaijunlu cpalife accountingcareers careerinsights careerdevelopment professionalgrowth accountingcommunity cpacareerpath
http://www.youtube.com/@CPACareerPaths
🎧 Audio Podcast – New Episode Out NowIn Episode 117 of the CPA Career Path Podcast, Rosey Flaherty, CPA, sits down with Nancy McClelland, CPA, Co-host of the She Counts Podcast.
They explore Nancy’s unexpected journey into accounting and how becoming a CPA “by accident” shaped her career in a way that prioritizes people, community, and authenticity.
This conversation highlights how unplanned career paths can still lead to meaningful success, and why redefining professionalism matters in today’s accounting profession.
🎯 What You’ll Take Away:• How unexpected career paths can lead to fulfilling opportunities
• Why community makes the accounting profession feel less overwhelming
• The importance of putting people first in professional growth
• Why professionalism doesn’t require hiding who you are
▶️ Listen to the full episode now:
roseyflahertypodcast audiopodcast nancymcclelland cpalife accountingcareers careerinsights careerdevelopment professionalgrowth accountingcommunity cpacareerpath
http://www.youtube.com/@CPACareerPaths
🎧 Audio Podcast – New Episode Out Now
In Episode 116 of the CPA Career Path Podcast, Rosey Flaherty, CPA, sits down with Nancy McClelland, CPA, Co-host of the She Counts Podcast. They explore what it really means to build a CPA firm differently: putting people first, redefining professionalism, and creating a more human-centered approach to accounting.
🎯 What You’ll Take Away:• What “CPA but different” actually looks like in practice
• Why putting people first leads to stronger, more sustainable growth
• How can the community make the profession feel less overwhelming
• Rethinking professionalism without losing credibility
▶️ Listen to the full episode now:
roseyflahertypodcast audiopodcast nancymcclelland cpalife accountingcareers careerinsights careerdevelopment professionalgrowth
http://www.youtube.com/@CPACareerPaths
🎧 Audio Podcast – New Episode Out Now
In Episode 115 of the CPA Career Path Podcast, Rosey Flaherty, CPA, sits down with Jessica Simmons, CPA, Relationship Manager at LLI Advisory Group. They discuss why quiet CPAs often get overlooked for promotions and the three key skills that can help you stand out, advance your career, and gain recognition in the workplace.
🎯 What You’ll Take Away:
• Why staying quiet at work can hold you back from promotions
• Three essential skills to boost visibility and influence
• Tips for showing up authentically without overexerting yourself
• How discipline, strategy, and confidence play a role in career growth
▶️ Listen to the full episode now:
roseyflahertypodcast audiopodcast jessicasimmons cpalife accountingcareers careerinsights careerdevelopment professionalgrowth
http://www.youtube.com/@CPACareerPaths
🎧 Audio Podcast – New Episode Out Now
In Episode 114 of the CPA Career Path Podcast, Rosey Flaherty, CPA, sits down with Jessica Simmons, CPA, Relationship Manager at LLI Advisory Group. Jessica shares why it can be overwhelming to tell everyone you’re preparing for the CPA exam, and how managing expectations, focus, and pressure can make all the difference. She dives into strategies to stay proactive, confident, and resilient while navigating the CPA journey.
🎯 What You’ll Take Away:
• Why keeping your CPA exam plans private can reduce stress
• How being proactive can work in your favor
• Lessons on focus, resilience, and managing pressure
• Insights into staying confident and navigating your career path
**Listen to the full conversation now:
roseyflahertypodcast audiopodcast jessicasimmons cpalife accountingcareers careerinsights careerdevelopment professionalgrowth**
http://www.youtube.com/@CPACareerPaths
🎧 Audio Podcast – New Episode Out Now
In Episode 113 of the CPA Career Path Podcast, Rosey Flaherty, CPA, sits down with Jessica Simmons, CPA, Relationship Manager at LLI Advisory Group. Jessica shares her inspiring journey from working as a bartender to becoming a CPA, proving that with determination and focus, anything is possible. She opens up about the challenges she faced, the lessons she learned along the way, and how she navigated her career path to reach where she is today.
🎯 What You’ll Take Away:
• How to make a bold career shift and succeed in a new field
• Lessons on perseverance, focus, and resilience
• Strategies for overcoming self-doubt and taking chances
• Insights into building confidence and professional growth
**Listen to the full conversation now:
roseyflahertypodcast audiopodcast jessicasimmons cpalife accountingcareers careerinsights careerdevelopment professionalgrowth**
http://www.youtube.com/@CPACareerPaths
🎧 Audio Podcast – New Episode Out Now
In Episode 112 of the CPA Career Path Podcast, Rosey Flaherty, CPA, continues her conversation with Cristina Hale, CPA, Tax Practice Leader at BDO. Cristina Hale dives into the challenges of starting from scratch or rebuilding a career, sharing her experiences with navigating setbacks, overcoming mistakes, and finding the path forward in the accounting world.
This episode is packed with insights for accountants who feel stuck, want to reset their career trajectory, or are seeking actionable advice to rebuild with confidence.
🎯 What You’ll Take Away:
• How to approach starting over or rebuilding your career from $0
• Strategies for learning from mistakes and avoiding career traps
• Lessons on resilience, confidence, and professional growth
• Tips for turning setbacks into opportunities for long-term success
Listen to the full conversation now:
roseyflahertypodcast audiopodcast cristinahale cpalife accountingcareers careerinsights careerdevelopment professionalgrowth
http://www.youtube.com/@CPACareerPaths
🎧 Audio Podcast – New Episode Out Now
In Episode 111 of the CPA Career Paths Podcast, Rosey Flaherty, CPA, continues her conversation with Cristina Hale, CPA, Tax Practice Leader at BDO. Cristina shares the pivotal moments early in her career when she said “yes” to opportunities she didn’t feel ready for, and how those uncomfortable decisions ultimately built her confidence and shaped her path to leadership.
Cristina opens up about navigating self-doubt, embracing challenges, and using each experience as a stepping stone for professional growth. This episode is packed with practical insights and encouragement for accountants who want to stretch themselves, overcome fear, and thrive in their careers.
🎯 What You’ll Take Away:
• How saying “yes” before feeling ready can accelerate career growth
• Strategies to turn uncomfortable opportunities into learning experiences
• Lessons on confidence-building and professional resilience
• Tips for navigating challenges while climbing the leadership ladder
Listen to the full conversation now
roseyflahertypodcast audiopodcast cristinahale cpalife accountingcareers careerinsights careerdevelopment professionalgrowth
http://www.youtube.com/@CPACareerPaths
🎧 Audio Podcast – New Episode Out Now
In Episode 110 of the CPA Career Paths Podcast, Rosey Flaherty, CPA, sits down with Cristina Hale, CPA, Tax Practice Leader at BDO, to share her inspiring journey from failing the CPA exam to rising into a leadership role.
Cristina opens up about the challenges she faced early in her career, how she persevered after setbacks, and the mindset and strategies that helped her climb to a leadership position in tax. This episode is full of actionable advice for accountants who want to overcome obstacles, grow professionally, and achieve their career goals.
🎯 What You’ll Take Away:
• How Cristina overcame failing the CPA exam and stayed motivated
• Key strategies to rise to leadership in tax
• Lessons on resilience and perseverance in your accounting career
• Tips for accelerating career growth from a seasoned CPA leader
Listen to the full conversation now
roseyflahertypodcast audiopodcast cristinahale cpalife accountingcareers careerinsights careerdevelopment professionalgrowth
http://www.youtube.com/@CPACareerPaths
🎧 Audio Podcast – New Episode Out Now
In Episode 109 of the CPA Career Paths Podcast, Rosey Flaherty, CPA, sits down with Hayden (Figueroa) Moore, CPA, Assurance Financial Services Organization Senior at EY, to explore the one career move most accountants overlook that can change their professional trajectory.
Hayden shares insights on the different skills developed in tax versus audit, the importance of client-facing experience, and why attention to detail is crucial in every accounting role. This episode is packed with actionable advice for accountants looking to stand out, grow faster, and make strategic career moves.
🎯 What You’ll Take Away:
• How tax and audit build complementary but different skills
• Why client-facing experience can accelerate your career
• The role of attention to detail in every accounting position
• Tips from a high-performing EY Assurance Senior to make smart career moves
Listen to the full conversation now
#roseyflahertypodcast #audiopodcast #haydenmoore #cpalife #accountingcareers #careerinsights #careerdevelopment #professionalgrowth
http://www.youtube.com/@CPACareerPaths
🎧 Audio Podcast – New Episode Out Now
In Episode 108 of CPA Career Paths Podcast, Rosey Flaherty, CPA, sits down with Hayden (Figueroa) Moore, CPA, Assurance Financial Services Organization Senior at EY, to share insights on passing the CPA exam efficiently and setting yourself up for career success.
Hayden shares strategies for early exam preparation, common pitfalls to avoid, and how passing the CPA exam ahead of schedule can unlock professional opportunities without delays.
🎯 What You’ll Take Away:
• How to plan your CPA exam journey strategically
• Tips for passing early and avoiding career roadblocks
• Insights from a high-performing EY Assurance Senior
• How proactive preparation can accelerate career growth
Listen to the full conversation now
#roseyflahertypodcast #audiopodcast #haydenmoore #cpalife #accountingcareers #careerinsights #careerdevelopment #professionalgrowth
http://www.youtube.com/@CPACareerPaths
🎧 Audio Podcast – New Episode Out Now
In Episode 107 of CPA Career Paths Podcast, Rosey Flaherty, CPA, sits down with Doug Aguilera, CPA, Member at Aguilera & Associates, to explore why forensic accounting can be a high-value CPA career that doesn’t follow the traditional “busy season” cycle.
Doug shares insights on how forensic accountants deliver impact year-round, the value of experience in building expertise, and why investigative skills and attention to detail make this career path both rewarding and unique.
What You’ll Take Away:
• Why forensic accounting offers a career without the typical busy season
• How careful investigation and analysis make CPAs indispensable
• Real-world examples of high-impact forensic work
• How experience and curiosity create long-term value in specialized accounting
**Listen to the full conversation now
roseyflahertypodcast #audiopodcast #dougaguilera #forensicaccounting #cpalife #accountingcareers #careerinsights #careerdevelopment #professionalgrowth**
http://www.youtube.com/@CPACareerPaths
🎧 Audio Podcast – New Episode Out Now
In Episode 106 of CPA Career Paths Podcast, Rosey Flaherty, CPA, sits down with Doug Aguilera, CPA, Member at Aguilera & Associates, to unpack what a career in forensic accounting really looks like and why this path can be both impactful and rewarding.
Doug shares real-world insights on choosing accounting more than once, the importance of problem-solving in forensic work, and how curiosity, exposure, and mindset shape long-term success in specialised accounting careers.
What You’ll Take Away:
• What forensic accounting looks like in real-world practice
• Why non-linear career paths can lead to greater professional impact
• How investigative thinking strengthens your accounting skill set
• Why curiosity and purpose matter for long-term career growth
Listen the full conversation now.
#roseyflahertypodcast #videopodcast #dougaguilera #forensicaccounting #cpalife #accountingcareers #careerinsights #professionalgrowth #careerdevelopment #leadershipjourney
http://www.youtube.com/@CPACareerPaths
🎧 Audio Podcast – New Episode Out Now
In this episode, Rosey Flaherty, CPA, MSA, sits down with Mindy Rankin, CPA, Member at Warren Averett, to talk candidly about what it really takes to grow into partnership faster: not just in title, but in mindset, purpose, and impact.
Mindy shares honest insights on why success at the partner level isn’t about chasing billable hours alone, but about building strong client relationships, seeking exposure beyond your comfort zone, and aligning your career with long-term purpose.
From paying it forward to creating value that lasts, this conversation breaks down what firms truly look for in future leaders.
🎯 What You’ll Learn in This Episode:
✅ What “partner-level thinking” actually looks like
✅ Why focusing only on hours can limit long-term growth
✅ How client relationships accelerate career progression
✅ The importance of exposure and experience beyond your role
✅ Why paying it forward matters as you advance in your career
This episode is a must-listen for professionals who want to grow with intention, build meaningful careers, and move toward leadership the right way.
🎧 Listen now on your favorite platform
https://cpacareerpaths.buzzsprout.com
#roseyflahertypodcast #audiopodcast #mindyrankin #cpalife #accountingcareers #careerinsights #leadershipdevelopment #professionalpurpose #careergrowth #partnertrack #growthmindset #professionaldevelopment
http://www.youtube.com/@CPACareerPaths
In this insightful episode, Rosey Flaherty, CPA, MSA, sits down with Mindy Rankin, CPA, to discuss why doing quality work consistently is the foundation of trust, growth, and long-term success in your career.
Mindy shares practical lessons from her professional journey, including how hands-on experience strengthens learning, why mistakes can be powerful teachers, and how becoming reliable and accountable makes you someone your firm can truly trust.
She also reflects on balancing exams with work, learning from real-world situations, and building credibility through everyday actions.
🎯 What You’ll Learn in This Episode:
✅ Why quality work creates lasting professional value
✅ How trust is built through consistency and accountability
✅ The importance of learning from mistakes without repeating them
✅ How hands-on experience accelerates career development
✅ Practical insights for growing confidence and credibility at work
This episode is a reminder that success isn’t built overnight. It’s created through steady effort, learning, and showing up with intention every day.
🎧 Listen now on your favourite platform
#roseyflahertypodcast #videopodcast #mindyrankin #careerinsights #accountingcareers #professionaltrust #qualitywork #careergrowth #leadership #growthmindset #cpalife #careerjourney #professionaldevelopment
http://www.youtube.com/@CPACareerPaths
In this energising episode, Rosey Flaherty, CPA, MSA, sits down with Carla McCall, CPA, Managing Partner at AAFCPAS, to discuss how to find work that truly energises you and aligns with your strengths and values.
Carla shares her personal experiences navigating her career, highlighting the importance of recognising the environments and roles that fuel your motivation. She also dives into why self-promotion is essential for professional growth and how being proactive can open doors to opportunities that match your ambitions.
What You’ll Learn in This Episode:
✅ How to identify the work that energises you
✅ Why promoting yourself is critical to career growth
✅ How to leverage every experience for your next opportunity
✅ The role of organisational culture in shaping career success
✅ Practical tips to align your career with your strengths and values
**This episode reminds listeners that a fulfilling career comes from energy, alignment, and purposeful action, not just following a prescribed path.
carlamccall #roseyflahertypodcast #audiopodcast #careerinsights #accountingcareers #careerenergy #professionalgrowth #selfpromotion #leadership #growthmindset #womeninfinance #careeralignment #careerjourney**
http://www.youtube.com/@CPACareerPaths
In this insightful episode, Rosey Flaherty, CPA, MSA, sits down with Carla McCall, CPA, CGMA, to explore how understanding your unique personality can shape a more aligned, fulfilling career in accounting and beyond.
Carla shares her real-world experiences as a leader in the profession, revealing how self-awareness, value alignment, and intentional career choices can lead to meaningful professional growth.
She discusses why not every environment is the right fit for everyone, and how recognising that early can help you thrive in the right place.
What You’ll Learn in This Episode:
✅ Why understanding your personality is key to career success
✅ How to find a workplace culture that aligns with your values
✅ The benefits of starting in a smaller firm for broader experience
✅ How to confidently advocate for your own growth and direction
✅ Why your career path doesn’t have to look like anyone else’s
This episode is a reminder that the most rewarding career is one built on authenticity, purpose, and personal alignment, not pressure or comparison.
🔗 Listen now on your favourite platform!
#carlamccall #roseyflahertypodcast #audiopodcast #careerinsights #leadership #accountingcareers #personalityfit #growthmindset #professionalgrowth #careerjourney #womeninfinance #selfawareness #careeradvocacy #purpose #careeralignment
http://www.youtube.com/@CPACareerPaths
In this insightful episode, Rosey Flaherty, CPA, MSA, continues her conversation with Elizabeth Burkhalter, Director of the CPA Pipeline at AICPA, exploring how technology, mindset, and adaptability shape the future of the accounting profession.
Elizabeth shares her perspective on embracing AI as a tool rather than a threat, explaining how professionals can use it to enhance efficiency, creativity, and decision-making. She also discusses the growing importance of developing a digital mindset, balancing innovation with integrity, and ensuring technology supports, not replaces, human expertise.
🎯 What You’ll Learn in This Episode:
✅ Why AI should be viewed as a tool for empowerment, not competition
✅ How to stay adaptable in a tech-driven profession
✅ The importance of building a digital mindset for the future of accounting
✅ Ways to use technology to elevate, not replace, your professional value
✅ How embracing innovation strengthens leadership and career growth
This episode is a reminder that success in the modern accounting world isn’t about resisting change, it’s about learning, adapting, and leading with purpose in the digital era.
#elizabethburkhalter #roseyflahertypodcast #audiopodcast #leadership #digitalmindset #aiandaccounting #careerresilience #futureofwork #professionalgrowth #careerjourney #womeninfinance #growthmindset #innovation #purpose
http://www.youtube.com/@CPACareerPaths
🎧 Audio Podcast – Episode 100
In this milestone 100th episode, Rosey Flaherty, CPA, MSA, welcomes Elizabeth Burkhalter, Director of the CPA Pipeline at AICPA, for a deeply encouraging and insightful conversation about perseverance, purpose, and professional growth.
Elizabeth opens up about her personal journey, the challenges she faced, the lessons learned through failure, and how those very moments shaped her leadership and resilience. She shares her experiences from the early stages of her career to her impactful work supporting the next generation of accounting professionals.
🎯 What You’ll Learn in This Episode:
✅ How failure can fuel resilience and self-awareness
✅ Why every experience (good or bad) adds to your growth journey
✅ The importance of staying proactive and raising your hand for opportunities
✅ How to build confidence through continuous learning
✅ Ways to align your career path with purpose and passion
This episode is a reminder that success isn’t about avoiding failure, it’s about embracing every challenge as part of the journey.
#elizabethburkhalter #roseyflahertypodcast #audiopodcast #leadership #careerresilience #growthmindset #careerjourney #womeninfinance #professionalgrowth #careerinsights #purpose #motivation
http://www.youtube.com/@CPACareerPaths
In this empowering episode, Rosey Flaherty, CPA, MSA, welcomes back Minnie Lau, President of Minnie Lau, CPA PC, for part two of her inspiring journey. This conversation dives deeper into what it means to take ownership, lead with integrity, and build something that truly reflects your values.
Minnie shares how running her own firm taught her the importance of boundaries, flexibility, and staying focused on what matters most. From managing clients to shaping her work culture, she opens up about the lessons that come with leadership, self-discipline, and the courage to make decisions with your name on the door.
🎯 What You’ll Learn in This Episode:
✅ Why ownership comes with both freedom and responsibility
✅ How setting boundaries helps protect your time and energy
✅ The value of flexibility in maintaining focus and growth
✅ Leadership lessons from building a purpose-driven firm
✅ How staying aligned with your core values shapes lasting success
Whether you’re an entrepreneur, leader, or professional redefining your path, this episode reminds you that when it’s your **name on the door, it’s also your purpose, your pride, and your legacy.
minnielau #roseyflahertypodcast #audiopodcast #leadership #careerresilience #entrepreneurship #careerinsights #womeninfinance #professionalgrowth #purpose #growthmindset #careerjourney**
http://www.youtube.com/@CPACareerPaths
🎧 Audio Podcast – Episode 98
In this inspiring episode, Rosey Flaherty, CPA, MSA, welcomes Minnie Lau, President of Minnie Lau, CPA PC, to share her story of resilience, redirection, and rediscovery.
Minnie opens up about the career setbacks that became turning points, including how layoffs didn’t stop her, they helped her redefine what success really means.
From early challenges to building her own firm, she shares what it takes to stay grounded, grow through adversity, and find purpose in every season.
🎯 What You’ll Learn in This Episode:
✅ How setbacks can reveal your true path and potential
✅ Why resilience and self-belief are key to career reinvention
✅ The importance of following the work you truly enjoy
✅ How to stay useful, adaptable, and driven through uncertainty
✅ Lessons on leadership, courage, and creating impact from the ground up
Whether you’re navigating a career change, facing challenges, or searching for your next step, Minnie’s story reminds us that hard times don’t define you, they refine you.
minnielau #roseyflahertypodcast #audiopodcast #careerresilience #leadership #careerjourney #professionalgrowth #womeninfinance #careerinsights #overcomingchallenges #purpose #growthmindset
http://www.youtube.com/@CPACareerPaths
In this episode, Rosey Flaherty, CPA, MSA, welcomes back Kimberly N. Ellison-Taylor, Global Technology and Finance Leader, for another powerful conversation on leadership, mentorship, and driving meaningful outcomes.
Kimberly shares why it’s not enough to simply show up—you have to bring knowledge, confidence, and focus to truly stand out.
She dives into how leaders can balance resilience with authenticity, why sponsors, coaches, and mentors play different but critical roles, and how shifting from activity to outcomes transforms careers and organisations.
🎯 What You’ll Learn in This Episode:
✅ Why knowing enough to be “dangerous” builds confidence and influence
✅ How sponsors, mentors, and coaches shape professional growth in different ways
✅ Why focusing on outcomes—not just activity—drives impact
✅ The importance of resilience, adaptability, and strategic visibility
✅ Lessons in leadership that blend technology, finance, and human connection
Whether you’re an aspiring leader or a seasoned professional, Kimberly’s insights will inspire you to step up, own your decisions, and make your presence matter.
#kimberlyellison-taylor #roseyflahertypodcast #financeleadership #careerinsights #professionalgrowth #resilience #leadership #mentorship #sponsorship #trustbuilding
http://www.youtube.com/@CPACareerPaths
In this episode, Rosey Flaherty, CPA, MSA, welcomes Kimberly N. Ellison-Taylor, a Global Technology and Finance Leader, to share her insights on leadership, resilience, and financial empowerment.
Kimberly discusses how owning your financial decisions isn’t just about numbers—it’s about confidence, accountability, and building influence.
She also dives into the importance of asking for help, learning continuously, and turning challenges into growth opportunities.
🎯 What You’ll Learn in This Episode:
✅ Why managing money effectively puts you in control of your career and life
✅ How resilience can set you apart in professional and personal growth
✅ The value of asking for help and seeking guidance strategically
✅ Lessons in continuous learning and evolving as a leader
✅ How to balance accountability, confidence, and collaboration
Whether you’re in finance, leadership, or tech, this episode provides actionable insights on taking ownership of your decisions while staying authentic and adaptable.
#kimberlyellison-taylor #roseyflahertypodcast #financeleadership #careerinsights #professionalgrowth #resilience #leadership #mentorship #trustbuilding
http://www.youtube.com/@CPACareerPaths
In this episode, Chris Papin, CPA, Thought Leader and Business Advisor, joins host Rosey Flaherty, CPA, MSA, to explore the powerful connection between money and emotions.
Chris shares why financial decisions are rarely just about numbers; they’re deeply tied to confidence, trust, and personal values.
From defining scope with clients to staying present in conversations, his perspective shows how emotions shape both professional and personal success.
🎯 What You’ll Learn in This Episode:
✅ Why money and emotions are directly connected
✅ How communication builds clarity and confidence with clients
✅ The importance of patience when decisions feel uncertain
✅ Practical ways to build trust in advisory and leadership roles
✅ Why consistency and showing up matter more than perfection
Whether you’re in accounting, business, or leadership, this episode highlights the balance between technical expertise and human connection, reminding us that trust is built one conversation at a time.
Subscribe for more insights, career lessons, and inspiring conversations. Share your takeaways in the comments below!
#chrispapin #roseyflahertypodcast #cpajourney #careerchange #resilience #leadership #mentorship #professionalgrowth #trustbuilding
http://www.youtube.com/@CPACareerPaths
In this episode, Rosey Flaherty, CPA, MSA, sits down with Chris Papin, CPA, Thought Leader and Business Advisor, to explore why small touches are the foundation of long-term trust.
Chris shares how intentional communication, defining scope, and staying present with clients can transform professional relationships.
His perspective shows that success isn’t just about technical expertise; it’s about building confidence, clarity, and connection one conversation at a time.
🎯 What You’ll Learn in This Episode:
✅ Why small actions create lasting trust with clients
✅ How clear scope and expectations prevent misunderstandings
✅ The power of communication in bridging knowledge gaps
✅ Why patience and presence matter more than immediate answers
✅ Practical lessons for building confidence and credibility in your career
📌 Whether you’re in accounting, business, or leadership, this episode offers timeless lessons on trust, communication, and resilience.
🔔 Subscribe for more stories, insights, and inspiring conversations. Share your thoughts in the comments below!
#chrispapin #roseyflahertypodcast #cpajourney #careerchange #resilience #leadership #mentorship #professionalgrowth #selfcare #trustbuilding
http://www.youtube.com/@CPACareerPaths
In Episode 93, Rosey Flaherty sits down again with Keith Kenez, CPA, Tax Manager at AAFCPAs, to explore why self-care isn’t optional anymore.
Keith shares how setting boundaries, protecting mental health, and finding balance have been just as important to his career as technical expertise.
His story reminds us that success is not just about titles or achievements, it’s about building a sustainable life you don’t burn out from.
From the pressures of a demanding profession to the importance of making time for yourself, this conversation highlights why resilience, balance, and human connection matter more than ever.
🎯 What You’ll Learn:
✅ Why self-care is a professional necessity, not a luxury
✅ How to set boundaries without guilt
✅ The connection between mental health and long-term success
✅ Why balance and resilience fuel both life and career growth
✅ Practical lessons on building a career that aligns with your wellbeing
🎧 Tune in now and discover why putting yourself first is one of the smartest career decisions you can make.
🔔 Subscribe, share, and leave a review to support stories that inspire.
#keithkenez #roseyflahertypodcast #cpajourney #careerchange #resilience #leadership #mentorship #professionalgrowth #selfcare #balance
http://www.youtube.com/@CPACareerPaths
In Episode 92, Rosey Flaherty sits down with Keith Kenez, CPA, Tax Manager at AAFCPAs, to share his inspiring and unconventional journey into accounting.
From starting as a 40-year-old intern to becoming a CPA, Keith opens up about the challenges, mindset shifts, and lessons learned along the way. His story proves that it’s never too late to pursue a new path or redefine what success looks like.
Keith discusses the importance of resilience, the role of mentorship, and why building strong relationships matters just as much as technical skills.
Whether you’re navigating a career change, overcoming self-doubt, or seeking motivation to keep pushing forward, this conversation will leave you inspired.
🎯 What You’ll Learn:
✅ How Keith transitioned into accounting later in life
✅ Why age is never a barrier to success
✅ The role of perseverance in achieving professional goals
✅ Lessons on leadership, resilience, and growth
✅ Why people and relationships matter more than titles
🎧 Tune in now to hear how determination and perspective can shape not just a career, but a meaningful life.
🔔 Subscribe, share, and leave a review to support stories that inspire.
#keithkenez #roseyflahertypodcast #cpajourney #careerchange #resilience #leadership #mentorship #professionalgrowth #unconventionalpath #inspiration
http://www.youtube.com/@CPACareerPaths
In Episode 91, Rosey Flaherty welcomes back Amy Vetter, CPA, CEO of The B3 Method Institute, to explore how creating focus time and protecting your energy can transform the way you work and live.
Amy shares practical ways to set boundaries, why being intentional with your schedule matters, and how daily habits can help you stay grounded in what truly matters.
From managing competing demands to aligning work with personal values, this conversation is a powerful reminder that protecting your energy isn’t a luxury; it’s a leadership necessity.
If you’ve ever struggled with distractions, burnout, or feeling pulled in too many directions, this episode will give you tools to reset and take control of your time.
🎯 What You’ll Learn:
✅ How to create focus time in your daily routine
✅ Why protecting your energy fuels authentic leadership
✅ Practical tips to balance productivity and well-being
✅ How intentional time management builds confidence and clarity
✅ Why small, consistent habits matter more than big changes
🎧 Tune in now and learn how to build a career and a life that protects what matters most.
🔔 Subscribe, share, and leave a review to support stories that inspire.
#amyvetter #roseyflahertypodcast #focus #productivitytips #careerresilience #worklifebalance #authenticleadership #energyprotection #professionalgrowth
http://www.youtube.com/@CPACareerPaths
In Episode 90, Rosey Flaherty sits down with Amy Vetter, CPA, CEO of The B3 Method Institute, to explore the power of following your path in business and life.
**From starting in roles she didn’t initially love, to finding meaning through curiosity and courage, Amy shares how her journey proves that success doesn’t always follow a straight line.
She opens up about navigating career pivots, the lessons of internal audit, and why personal experience—not tradition—shapes the strongest leaders.**
If you’ve ever felt pressure to follow a conventional path, this conversation will remind you that your career story is yours to write.
🎯 What You’ll Learn:
✅ Why your first job doesn’t define your career
✅ How unexpected roles can shape leadership skills
✅ Why internal audit offers unique business insights
✅ How to embrace change when plans don’t work out
✅ Why trusting yourself matters more than following tradition
🎧 Tune in now and discover why the most meaningful careers are built from authenticity, not expectation.
🔔 Subscribe, share, and leave a review to support stories that inspire.
#amyvetter #roseyflahertypodcast #cpajourney #careerclarity #womeninleadership #careertransition #professionalgrowth #auditcareer #authenticleadership #careerresilience
http://www.youtube.com/@CPACareerPaths
In this audio episode, Rosey Flaherty welcomes Favor Lee, CPA — AICPA Awardee, leader, and mentor, for an honest conversation on what it takes to grow a meaningful career.
Favor shares how mastering technical skills was just the start, and how developing people skills made all the difference.
From embracing change to building strong relationships, this episode is packed with insights for professionals navigating growth, transitions, and leadership opportunities.
Whether you're early in your career or rethinking your next move, Favor's journey will remind you that success isn’t just about skill — it’s about adaptability, empathy, and relationships that last.
🎯 Key Takeaways:
✅ Embrace change and stay adaptable
✅ Build both technical and soft skills
✅ Develop strong business development habits
✅ Volunteer early to grow as a leader
✅ Nurture connections before you need them
📌 Listen in and discover why leadership often starts by saying yes, before you're ready.
🔔 Subscribe for more inspiring career stories and share this with someone building their path.
#favorlee #roseyflahertypodcast #careertransition #cpajourney #peoplefirstleadership #technicalskills #softskillsmatter #careerclarity #accountingcareer #aicpa #leadershipdevelopment #youngprofessionals #nonlinearcareer
http://www.youtube.com/@CPACareerPaths
In this episode, Rosey Flaherty welcomes Favor Lee, CPA, for an insightful conversation about how the skills behind the CPA designation go far beyond numbers.
From audit floors to leadership tables, Favor shares how trust, curiosity, and empathy have shaped her approach to both business and people.
She opens up about building client relationships as an introvert, handling the pressure of performance expectations, and using curiosity as a way to connect, not just communicate.
If you’ve ever wondered whether personality type limits success, this episode offers a fresh take: the path to leadership isn’t about being loud, it’s about being intentional.
Whether you're just starting or looking to lead with more impact, this conversation will inspire you to lean into your strengths, even if they don’t look traditional.
🎯 What You’ll Learn:
✅ Why the CPA credential builds instant trust
✅ How curiosity becomes a powerful business tool
✅ Why introverts and extroverts can both thrive in client-facing roles
✅ How audit skills prepare you for broader leadership
✅ What it takes to build strong business relationships
**🎧 Tune in now and discover how success comes in many forms and voices.
🔔 Subscribe, leave a review, and share with someone building their path with purpose.**
#cpajourney #favorlee #roseyflahertypodcast #businessdevelopment #introvertstrengths #curiositydriven #womeninleadership #accountingskills #leadershipgrowth #careerclarity #personalgrowth #auditcareer #youngprofessionals
http://www.youtube.com/@CPACareerPaths
In this episode, Rosey Flaherty welcomes Favor Lee, CPA — AICPA Awardee, leader, and mum, for a candid conversation about career growth, personal identity, and what it means to “have it all.”
Favor shares her journey from fast-paced firms to more reflective transitions, and how she’s navigated motherhood, leadership, and career pivots along the way.
From embracing non-linear paths to finding energy in challenge, her story proves that your version of success doesn’t have to look like anyone else’s.
Together, they explore how empathy shapes strong leaders, why it's okay to make bold changes, and how real balance starts with knowing yourself.
Whether you're mid-pivot, climbing the ladder, or simply re-evaluating what you want, this episode offers clarity, encouragement, and the kind of honesty we all need to hear.
🎯 What You’ll Learn:
✅ Why your career doesn’t need to follow a straight line
✅ How Favor balances motherhood with ambition, on her terms
✅ Why transitions need time for self-reflection
✅ How leadership and empathy go hand in hand
✅ The importance of defining your version of work-life balance
**🎧 Tune in now and be inspired to own your path, your pace, and your purpose.
🔔 Subscribe, leave a review, and share this with someone rethinking their next step.**
#careertransition #cpajourney #womeninleadership #leadershipdevelopment #nonlinearcareer #empathyleadership #workingmoms #roseyflahertypodcast #favorlee #aicpa #careerclarity #personalgrowth #podcastforleaders #youngprofessionals #careerreflection
http://www.youtube.com/@CPACareerPaths
In this episode, Rosey Flaherty welcomes Jeannine K. Brown, CEO of Everyday Lead, for an honest and impactful conversation on what it means to lead in today’s accounting world.
Jeannine shares what no one prepares you for in that first year of management: how hard it is to lead without the right tools.
She explains why leadership isn’t just about performance, it’s about understanding people, setting expectations, and making space for mental health along the way.
With powerful insights drawn from her journey, Jeannine breaks down how to stop hiding behind reviews, lead with intention, and grow beyond traditional accounting roles.
**🎯 What You’ll Learn:
✅ Why first-year management is one of the toughest transitions in accounting
✅ The importance of teaching people how to lead and “people well”
✅ How clear communication and feedback fuel team performance
✅ Why mental health and self-care are vital for long-term success
✅ How your accounting career path can evolve beyond the expected
🎧 Listen in and be inspired to keep smiling through the journey!.**
**🔔 Subscribe, turn on notifications, and leave a comment if Jeannine’s words inspired you.
👍 Like & Share with someone navigating their first leadership role or redefining what leadership means to them.**
#leadershipdevelopment #publicaccounting #careertransition #mentalhealthawareness #cpajourney #womeninleadership #firstyearmanager #careerinsights #youngprofessionals #everydaylead #roseyflahertypodcast
http://www.youtube.com/@CPACareerPaths
Hey everyone, Rosey Flaherty here!
In this insightful episode, I’m joined by Jeannine K. Brown, CEO of Everyday Lead, executive coach, and author, for a powerful conversation about visibility, advocacy, and redefining what success means in your career.
Whether you’re just starting or stepping into leadership, Jeannine’s wisdom will challenge the old narratives and empower you to lead on your terms.
✅ Redefine success beyond long hours and burnout
✅ Build meaningful relationships across your organisation
✅ Stay ready for opportunities, even the unexpected ones
✅ Take control of your professional narrative with regular feedback
✅ Know your value and speak up for fair compensation
✨ This episode is proudly sponsored by Chapman University's Argyros School of Business and Economics. Considering a master's in accounting? Their MSA program offers personalized attention from world-class faculty, intimate class sizes, and a flexible structure designed for ambitious professionals. Learn more and apply at chapman.edu/msa
**🎧 Tune in to hear Jeannine’s powerful message: “Be seen, be heard, be valued.”
🔗 Subscribe and turn on notifications so you never miss an episode!**
**💬 If Jeannine’s message resonates with you, drop a comment. I’d love to hear your thoughts.
👍 Like & Share this episode with someone ready to lead more intentionally.**
#leadership #careeradvocacy #jeanninekbrown #workplacevisibility #executivecoach #growthmindset #faircompensation #womeninleadership #redefiningsuccess #audiopodcast #careerinsights #everydaylead #beheard #valuedvoices
http://www.youtube.com/@CPACareerPaths
**Hey everyone, Rosey Flaherty here!
In this powerful episode, Ela Bijlani opens up about her transformation from accountant to leadership coach and how facing your fears can become your greatest tool for growth.**
Her story challenges the belief that our titles define us and offers practical insights for professionals ready to lead with purpose and clarity.
✅Face your fears to grow as a speaker and professional
✅Shift your mindset from employee to entrepreneur
✅Build self-awareness and confidence to advance your career
✅Use networking and relationship-building to unlock new opportunities
✅Embrace change and adaptability as tools for long-term success
🎧 Listen in and be inspired to keep smiling through the journey!.
**🔗 Subscribe and turn on notifications so you never miss an episode!
💬 If Bijlan's story resonates with you, I’d love to hear your thoughts.
Drop a comment below!**
👍 Like & Share this episode with someone preparing for the CPA exam or building their accounting career!
#leadership #accountingcareers #elaBijlani #cpaexam #mentorship #growthmindset #leadershipcoach #communicationiskey #womeninaccounting #careerdevelopment #differentisbeautiful #audiopodcast #careerinsights #cpajourney #inspiringstories
http://www.youtube.com/@CPACareerPaths
Hey everyone, Rosey Flaherty here!
In this inspiring episode, we sit down with Ela Bijlani, CPC, CPA, CGMA—leadership coach, consultant, and accounting expert—to explore what it truly means to lead with purpose and authenticity.
Whether you're pursuing your CPA or exploring the world of public accounting, this conversation is filled with practical advice and real-world wisdom.
✅ Leadership is a skill, not a title
✅ Your accent isn’t a weakness, it’s part of your story
✅ Good leaders are coachable and always growing
✅ Communication and connection are critical in accounting
✅ Great mentors and professors can shape your entire career
✅ Commitment is key to passing the CPA Exam
✅ Technical skills and leadership skills are not the same
✨ This episode is proudly sponsored by Chapman University's Argyros School of Business and Economics. Considering a master's in accounting? Their MSA program offers personalized attention from world-class faculty, intimate class sizes, and a flexible structure designed for ambitious professionals. Learn more and apply at chapman.edu/msa
🎧 Listen in and be inspired to keep smiling through the journey!.
**🔗 Subscribe and turn on notifications so you never miss an episode!
💬 If Bijlan's story resonates with you, I’d love to hear your thoughts.
Drop a comment below!**
👍 Like & Share this episode with someone preparing for the CPA exam or building their accounting career!
#leadership #accountingcareers #elaBijlani #cpaexam #mentorship #growthmindset #leadershipcoach #communicationiskey #womeninaccounting #careerdevelopment #differentisbeautiful #audiopodcast #careerinsights #cpajourney #inspiringstories
http://www.youtube.com/@CPACareerPaths
**Hey everyone, Rosey Flaherty here!
In this episode, Hillary Caplan Sefcik, CPA and Assurance Manager at CohnReznick LLP, shares the mindset shifts that helped her thrive in public accounting and how networking has played a bigger role in her growth than any single event ever could.**
Hillary walks us through the early lessons that shaped her leadership style, the value of hands-on learning, and why confidence is built through competence and preparation.
She opens up about asking for what you want, leaning into feedback, and how delegation helps others rise with you.
If you're navigating the early stages of your accounting career or gearing up for the next step, Hillary’s story is full of real talk and practical takeaways.
✅ Why networking is about relationships, not RSVPs
✅ How Hillary built confidence by learning the ropes early
✅ The power of clear goals and self-advocacy
✅ Delegating with purpose to develop others
✅ Encouragement for young professionals ready to lead
🎧 Listen in and be inspired to keep smiling through the journey!.
**🔗 Subscribe and turn on notifications so you never miss an episode!
💬 If Hillary's story resonates with you, I’d love to hear your thoughts.
Drop a comment below!**
👍 Like & Share this episode with someone preparing for the CPA exam or building their accounting career!
#careerjourney #publicaccounting #networkingmindset #youngprofessionals #cpalife #mentorshipmatters #womeninaccounting #accountingtips #leadershipdevelopment #cohnreznick
http://www.youtube.com/@CPACareerPaths
Hey everyone, Rosey Flaherty here!
In this episode, Hillary Caplan Sefcik, CPA and Assurance Manager at CohnReznick LLP, shares her inspiring journey from aspiring broadcast journalist to accomplished accounting professional. Hillary opens up about the challenges she faced on the path to becoming a CPA, the importance of strong support systems, and how mentorship and networking helped shape her career.
She also reflects on how public accounting offers a unique opportunity to learn quickly, why having fun at work matters, and what it truly takes to build a successful and fulfilling career in the industry.
Whether you're pursuing your CPA or exploring the world of public accounting, this conversation is filled with practical advice and real-world wisdom.
✅ How Hillary shifted from journalism to accounting and found her calling
✅ Why mentorship and community are essential in public accounting
✅ The truth about CPA exam challenges and how she overcame them
✅ Balancing work-life demands during peak seasons
✅ Encouragement and advice for aspiring CPAs and young professionals
✨ This episode is proudly sponsored by Chapman University's Argyros School of Business and Economics. Considering a master's in accounting? Their MSA program offers personalized attention from world-class faculty, intimate class sizes, and a flexible structure designed for ambitious professionals. Learn more and apply at chapman.edu/msa
🎧 Listen in and be inspired to keep smiling through the journey!.
**🔗 Subscribe and turn on notifications so you never miss an episode!
💬 If Hillary's story resonates with you, I’d love to hear your thoughts.
Drop a comment below!**
👍 Like & Share this episode with someone preparing for the CPA exam or building their accounting career!
#cpajourney #accountingcareers #womeninaccounting #publicaccounting #mentorshipmatters #careeradvice #podcast #cohnreznick #youngprofessionals #cpasuccess
http://www.youtube.com/@CPACareerPaths
In this episode, host Rosey Flaherty talks with Precious Opaleke, CPA, MSc, Senior Tax Specialist at Lido Tax LLC, about how Precious discovered her passion for accounting by chance, overcame multiple CPA exam setbacks, and used resilience to keep moving forward. From her start in IT to working at H&R Block and joining CalCPA, her story highlights the power of persistence and community support.
✅ Discovering a passion for accounting after starting in IT
✅ Overcoming multiple CPA exam failures with resilience
✅ Gaining hands-on experience at H&R Block
✅ Leveraging community and professional organizations for support
**🎧 Whether you’re just starting your accounting career or preparing for the CPA exam, this episode is full of grounded insights to help you grow with confidence and clarity.
🔗 Subscribe and turn on notifications so you never miss an episode!**
**💬 If Precious’s story resonates with you, I’d love to hear your thoughts. Drop a comment below!
👍 Like & Share this episode with someone preparing for the CPA exam or building their accounting career!**
#failfast #bounceback #cpajourney #resilience #accountingcareer #cpaexam #womeninfinance #careerchange #podcast #focusandgrow
http://www.youtube.com/@CPACareerPaths
Hey everyone, Rosey Flaherty here!
**🎧 In this episode, Precious Opaleke, CPA, MSc, Senior Tax Specialist at Lido Tax LLC, joins me to share her inspiring journey from IT to accounting and what it takes to succeed in the CPA world.
✅ How a chance encounter led Precious to discover her passion for accounting
✅ The vital role of mentorship and community in shaping a successful career
✅ Real talk about the challenges and setbacks in passing the CPA exam
✅ How time management and employer support made all the difference
✅ Practical advice for CPA candidates on resilience, focus, and finding support
🎧 Whether you’re just starting your accounting career or preparing for the CPA exam, this episode is full of grounded insights to help you grow with confidence and clarity.**
**🔗 Subscribe and turn on notifications so you never miss an episode!
💬 If Precious’s story resonates with you, I’d love to hear your thoughts—drop a comment below!**
👍 Like & Share this episode with someone preparing for the CPA exam or building their accounting career!
#cpaexam #accountingcareer #mentorshipmatters #resilience #taxprofessional #roseyflaherty #cpajourney #womeninaccounting #accountingpodcast #careerinsights
http://www.youtube.com/@CPACareerPaths
**Hey everyone, Rosey Flaherty here!
🎧 In this episode, Marcus Rien, CPA, Fractional/Interim CFO & COO, joins Rosey Flaherty to talk about what it takes to build a meaningful and flexible career in today’s accounting landscape.**
✅ Why patience is one of the hardest but most essential entrepreneurial traits
✅ How Wave CPAs is helping reduce admin load and empower CPAs
✅ The importance of community when you're building something on your own
✅ How flexibility and curiosity can shape your entire career
✅ Practical advice for CPAs seeking more than the traditional path
🎧 Whether you're an early-career accountant or a seasoned CPA rethinking your direction, this episode is full of grounded insights to help you grow with purpose and clarity.
🔗 Subscribe and turn on notifications so you never miss an episode!
**💬 If Marcus’s story resonates with you, I’d love to hear your thoughts—drop a comment below!
👍 Like & Share this episode with someone exploring new CPA career paths or building something of their own!**
#excellenceinhabits #accountingcareer #leadershipdevelopment #cpajourney #marcusriencpa #roseyflaherty #worklifebalance #mentorshipmatters #practiceexcellence #audiointerview
http://www.youtube.com/@CPACareerPaths
Hey everyone, Rosey Flaherty here!
🎧In this episode, Marcus Rien, CPA, Fractional/Interim CFO & COO, joins Rosey Flaherty to explore how excellence, when practised consistently, can shape your career, leadership, and impact in the world of accounting.
✅ Why striving for excellence is about consistency, not perfection
✅ How to avoid burnout while still aiming high
✅ The power of balance: unplugging to unlock new ideas
✅ What video games, mentors, and auditing have taught Jeff about success
✅ Practical insights for CPAs who want to grow their careers without losing themselves
🎧Whether you’re just starting or looking to level up, this episode is packed with real stories and actionable takeaways to help you lead excellently.
🔗 Subscribe and turn on notifications so you never miss an episode!
💬 If this episode resonates with you, I’d love to hear your thoughts—drop a comment below!
👍 Like & Share this episode with someone working toward their CPA or dreaming of running their firm!
excellenceinhabits #accountingcareer #leadershipdevelopment #cpajourney #jeffwilsoncpa #roseyflaherty #worklifebalance #mentorshipmatters #practiceexcellence #audiointerview
http://www.youtube.com/@CPACareerPaths
Hey everyone, Rosey Flaherty here!
🎧 In this episode, I sit down with Jeff Wilson II, CPA/PFS, CFE, CGMA, CDFA, to talk about why stepping back is sometimes the most powerful step forward. From stress management to cultural awareness in leadership, Jeff shares how intentional breaks, mentorship, and mindset fuel long-term success.
Whether you're building your firm, navigating leadership, or managing burnout—this episode offers real-life strategies you can use right away.
**🎧 Subscribe for more conversations around mindset, leadership, and creating a meaningful career in accounting and beyond.
💬 I’d love to hear your thoughts on this episode—drop a comment below!
👍 Like & Share this with someone who needs to hear: it's okay to pause.**
#podcast #audiopodcast #episode78 #jeffwilsoncpa #roseyflaherty #accountinglife #burnoutprevention #careerinsights #mentorshipmatters #cpacareer #leadershipgrowth #taketimetorecharge
http://www.youtube.com/@CPACareerPaths
Hey everyone, Rosey Flaherty here!
🎧 In this episode, I sit down with Jeff Wilson II, CPA, founder of The W2 Group and a dynamic voice in the accounting world. Jeff shares how his diverse experiences—from auditing prisons to economic analysis—shaped his leadership style and entrepreneurial journey.
**Whether you're in public accounting, exploring leadership roles, or just starting out, Jeff’s story will inspire you to deliver results, lead with purpose, and stay authentic in your career.
✨ This episode is proudly sponsored by Chapman University's Argyros School of Business and Economics. Considering a master's in accounting? Their MSA program offers personalized attention from world-class faculty, intimate class sizes, and a flexible structure designed for ambitious professionals. Learn more and apply at chapman.edu/msa**
00:00 – Introduction to Jeff Wilson II and His Journey: Introduction to Jeff Wilson II, where his background and career journey are discussed.
06:04 – Career Aspirations: From CFO to CEO: Jeff talks about his career aspirations, transitioning from CFO to CEO.
11:51 – Leading Projects in College: A Unique Experience: Jeff shares his experience leading projects during college, providing early leadership insights.
18:09 – KPMG Experience: Auditing Prisons: Jeff discusses his unique experience auditing prisons during his time at KPMG.
24:06 – Transitioning from Audit to Economic Analysis: Jeff explains his transition from auditing to economic analysis and how his skills translated.
34:14 – Transitioning to the Bureau of Economic Analysis: Jeff talks about his move to the Bureau of Economic Analysis and his role there.
39:49 – Building a Network in the CPA Community: Jeff discusses the importance of networking within the CPA community and shares tips on how to build connections.
45:28 – Challenges in Entrepreneurship: Jeff highlights the challenges faced in entrepreneurship and the lessons learned along the way.
51:57 – Balancing Work and Personal Life: Jeff offers advice on maintaining a healthy balance between work and personal life.
🎧 Subscribe for more powerful conversations around growth, leadership, and building a meaningful career in finance.
💬 Drop a comment if Jeff’s story resonated with you—we’d love to hear your thoughts.
👍 Like & Share this episode with someone who's ready to grow into leadership.
#podcast #jeffwilson #roseyflaherty #cpalife #episode77 #leadership #accountingjourney #careeradvancement #resultsdriven #professionaldevelopment #entrepreneurship #careergoals
http://www.youtube.com/@CPACareerPaths
Hey everyone, Rosey Flaherty here!🎧 In this episode, Rosey Flaherty, CPA | MSA, sits down with Marjorie McPike, CPA | MST and Owner at MarjorieLMcPike-CPA, to explore the mindset behind getting things done—even when they’re not perfect.
From her journey as a CPA to the small, consistent steps that led to building her firm, Marjorie shares valuable insights for professionals, entrepreneurs, and anyone trying to move forward without being paralysed by perfectionism.
If you’ve ever struggled with overthinking, procrastination, or waiting for the “right time”—this conversation is for you.
00:00 – Teaching Experience as an Adjunct Professor-Marjorie discusses how teaching has shaped her career.
02:10 – Key Lessons from Running Your Own Firm-Insights into the challenges and rewards of owning a firm.
04:12 – Involvement in Professional Organizations-How Marjorie has benefited from engaging with accounting groups.
08:22 – Balancing Work, Family, and Community Engagement-Tips for managing a successful career while staying connected to family and community.
10:49 – Coping with Overwhelm and Stress Management-Marjorie’s strategies for managing stress in a busy career.
13:19 – Finding Joy in Everyday Activities-How Marjorie finds balance by enjoying small moments in life.
15:02 – Recommended Reads for Professional Development-Book recommendations that have influenced Marjorie’s career growth.
20:21 – Advice for Young Professionals-Practical tips for those just starting in their accounting careers.
23:19 – The Value of Mentorship-Why mentorship has been crucial to Marjorie’s professional journey.
🎧 Subscribe for more real-talk around growth, leadership, and building a meaningful career in finance and beyond.
💬 If this episode resonates with you, I’d love to hear your thoughts—drop a comment below!
👍 Like & Share this episode with someone working toward their CPA or dreaming of running their firm!
podcast #audiopodcast #episode76 #marjoriemcpike #roseyflaherty #cpalife #businessgrowth #productivity #womeninbusiness #doneisbetterthanperfect #smallsteps #entrepreneurmindset
http://www.youtube.com/@CPACareerPaths
Hey everyone, Rosey Flaherty here!
Welcome to Episode 75 of the podcast. 🎙️ Today, I’m joined by Marjorie McPike, CPA, MST, and Owner at MarjorieLMcPike-CPA—an inspiring leader in the accounting world who’s carved her path through mentorship, education, and entrepreneurship. 🌟
We discuss what it takes to grow in this industry, from becoming a CPA to launching your practice. Whether you’re a student, early career professional, or a small business owner navigating tax prep season, you’ll want to tune in. 📚
✨ This episode is proudly sponsored by Chapman University's Argyros School of Business and Economics. Considering a master's in accounting? Their MSA program offers personalized attention from world-class faculty, intimate class sizes, and a flexible structure designed for ambitious professionals. Learn more and apply at chapman.edu/msa
00:00 – Introduction to Marjorie McPike and Her Journey-Get to know Marjorie—her background, early influences, and what led her into the world of accounting.
03:33 – The Path to Becoming a CPA- Marjorie breaks down the steps she took to become a CPA.
From studying to sitting for the exam, she shares what kept her motivated.
08:40 – Transitioning from Private to Public Accounting-She reflects on what it was like to shift from private roles to public accounting.
This move taught her to think on her feet and adapt quickly to new challenges.
11:30 – The Reasoning Behind Pursuing a Master’s Degree Along with a CPA License-Marjorie explains why she pursued a Master’s in Taxation in addition to her CPA.
It gave her deeper knowledge and helped her better serve her clients.
13:12 – Working Experience at a Small CPA Firm-Working in a smaller firm gave Marjorie hands-on experience and close client relationships.
She learned to wear many hats and gained confidence in her abilities.
15:59 – Working Experience at Bigger CPA Firms-At larger firms, Marjorie faced more complex cases and a faster pace.
These roles sharpened her skills and expanded her professional network.
20:08 – The Decision to Start Her Own Practice-Marjorie shares how and why she started her own accounting firm.
She opens up about the leap of faith and lessons from building her business.
22:19 – Navigating Leadership and Management-She discusses what leadership means to her as a business owner.
From mentoring staff to managing growth, she leads with purpose and care.
🎧 Subscribe for more real-talk around growth, leadership, and building a meaningful career in finance and beyond.
💬 If this episode resonates with you, I’d love to hear your thoughts—drop a comment below!
👍 Like & Share this episode with someone working toward their CPA or dreaming of running their firm!
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**Hey everyone, Rosey Flaherty here!
Welcome to Episode 74 of the podcast. 🎙️ Today, I’m joined by David Hartley, CPA, Innovator, and Podcast Host at Anders.🌟**
From navigating mentorship to finding joy beyond the office, I’m diving into the life lessons and career tips that have helped me stay grounded and grow. Whether you’re just getting started or rethinking your path, there’s something here for you. 🌱
**00:00 – Lessons from a 30-Year Career
– I talk about the milestones, challenges, and mindset shifts that shaped my journey across three decades.
21:39 – Key Tips for Young Professionals
– Insightful takeaways for those entering the workforce or navigating early career transitions, with a focus on joy, purpose, and mentorship.**
**🎧 Make sure to subscribe for more personal growth and career wisdom!
If this episode resonates with you, I’d love to hear your thoughts—drop a comment below! 💬
👍 Like & Share this episode with someone who could use a little inspiration today!**
#careeradvice #mentorshipmatters #worklifebalance #professionalgrowth #youngprofessionals #podcastwisdom #roseyflaherty #longtermsuccess #relationshipbuilding #careerjourney
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🚀 Takeaways:
- Embracing technology is essential for future growth in accounting.
- Work-life balance is achievable with intentionality and discipline.
- Trust is foundational in professional relationships.
- Continuous learning is key to staying relevant in the profession.
✨ This episode is proudly sponsored by Chapman University's Argyros School of Business and Economics. Considering a master's in accounting? Their MSA program offers personalized attention from world-class faculty, intimate class sizes, and a flexible structure designed for ambitious professionals. Learn more and apply at chapman.edu/msa
📌 Here’s what we cover:
00:00 Public vs. Private: Work-Life Balance
08:17 Building Trust and Professional Relationships
11:12 Navigating Technology's Impact on Society
19:08 Returning to Public Accounting: A New Perspective
careergrowth #mentorshipmatters #mentalresilience #successmindset #professionaldevelopment #careersuccess #personalgrowth #motivatedmindset #thrivetogether #powerofsupport #careeradvancement #lifebalance #mentalwellness #growthmindset #investinyourself #levelupyourcareer #selfimprovement #careergoals #stayfocused #bethebestyou
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Thriving in your career isn’t just about skills—it’s about mental resilience too. Seeking support from a mentor, counselor, or therapist isn’t a sign of weakness; it’s a power move that keeps you focused, motivated, and at your best.
Prioritize your well-being, and watch your career soar! 🚀
careergrowth #mentorshipmatters #mentalresilience #successmindset #professionaldevelopment #careersuccess #personalgrowth #motivatedmindset #thrivetogether #powerofsupport #careeradvancement #lifebalance #mentalwellness #growthmindset #investinyourself #levelupyourcareer #selfimprovement #careergoals #stayfocused #bethebestyou
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Hey everyone, Rosey Flaherty here!
Welcome to Episode 71 of the podcast. 🎙️ Today, I’m joined by Jasmine Adams Mitchell, a CPA in FL, GA, & NC, Senior Recruiting Manager at Crowe, and an active NABA member. 🌟
**In this episode, we’re diving into some essential topics, including career transitions, mentorship, financial planning, and the value of internships in accounting. Whether you're an aspiring CPA or looking to advance in your career, Jasmine shares invaluable insights from her journey—from audit to recruiting and beyond.
✨ This episode is proudly sponsored by Chapman University's Argyros School of Business and Economics. Considering a master's in accounting? Their MSA program offers personalized attention from world-class faculty, intimate class sizes, and a flexible structure designed for ambitious professionals. Learn more and apply at chapman.edu/msa**
📌 Here’s what we cover:
00:00 – Navigating Finances While Taking Time Off
Planning financially for career breaks and ensuring stability.
02:49 – Building Relationships in Your Career
The importance of networking and building strong professional connections.
05:03 – The Power of Checking In Regularly
Why staying in touch with mentors, colleagues, and recruiters is crucial.
07:27 – Navigating Career Growth: Mentors, Sponsors, and New Opportunities
Understanding the roles of mentors and sponsors in career advancement.
12:02 – Transitioning from Audit to Recruiting
Jasmine’s career shift from audit to recruitment and key lessons learned.
15:36 – The Value of Internships
How internships can shape your career and open new doors.
18:26 – Future Plans in Accounting
Emerging trends and career opportunities in the industry.
19:47 – Exploring Volunteer Opportunities in Accounting
How giving back through organizations like NABA can benefit your career.
20:22 – Career Transition and Financial Considerations
Financial planning strategies when shifting roles or industries.
21:47 – Understanding Mentors vs. Sponsors
Breaking down key differences and why both are crucial for success.
25:52 – Tips for Young Professionals
Practical career advice for new accountants and finance professionals.
🎧 Make sure to subscribe for more career insights and financial tips!
If you enjoyed this episode, drop a comment below and let me know your thoughts! 💬
👍 Like & Share this episode with someone who needs to hear it!
#CPA #Accounting #FinanceCareers #CareerGrowth #AccountingPodcast #CareerAdvice #ProfessionalDevelopment #Mentorship #FinancialPlanning #Internships #YoungProfessionals #BusinessGrowth #Leadership #SuccessTips #AuditToRecruiting #WorkLifeBalance #AccountingCommunity #WomenInAccounting #FutureCPA #FinanceSuccess #Networking #AccountingStudents #MoneyManagement #CareerSuccess
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🚀 Episode 70 of CPA Career Paths is here! 🚀
In this episode, I sit down with Jasmine Adams Mitchell, a CPA in FL, GA, & NC, Senior Recruiting Manager at Crowe, and an active NABA member, to discuss her journey in public vs. private accounting, how she navigated the CPA exam, and insights into career growth in accounting.
00:00 - Introduction – A look into Jasmine’s background and career journey.
01:26 - Choosing a Career in Accounting – Why Jasmine pursued accounting and how she started.
03:49 - Starting in Private Accounting – Lessons from working in the private sector.
07:20 - Transitioning to Public Accounting – The shift to public accounting and key differences.
08:11 - Mentorship and Career Growth – How mentorship helped her navigate challenges.
12:24 - Choosing Audit Over Other Paths – Why did Jasmine choose auditing over tax or consulting?
18:44 - Facing the CPA Journey Head-On – How she passed the CPA exam and her biggest challenges.
25:13 - An Adventurous Life Beyond Work – What Jasmine enjoys outside of her accounting career.
🔥 Don't forget to like, comment, and subscribe for more CPA career insights! 🚀
💬 Drop your thoughts in the comments—what's been your biggest career challenge?
📩 Hit the notification bell so you never miss an episode!
#CPACareerPaths #AccountingCareer #CPAExam #PublicAccounting #PrivateAccounting #Finance #Auditing #Bookkeeping #JasmineAdamsMitchell #FinancialStatements #Mentorship #CareerGrowth #CPAAdvice #AuditVsTax #CPAExamSuccess #AccountingPodcast #TaxAccounting #BusinessFinance #FinancialEducation #CPALife #AccountantLife #FinanceCareers #SuccessMindset #CareerDevelopment
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**Welcome to CPA Career Paths, Episode 69. Today, we’re joined by Alan Whitman—Strategy & Growth Advisor, CEO Coach, Investor, and PE Advisor. Alan shares his journey as a leader in the CPA profession, discussing leadership challenges, mindset shifts, and strategic growth. We also dive into work-life balance and key advice for young professionals looking to advance in their careers.
✨ This episode is proudly sponsored by Chapman University's Argyros School of Business and Economics. Considering a master's in accounting? Their MSA program offers personalized attention from world-class faculty, intimate class sizes, and a flexible structure designed for ambitious professionals. Learn more and apply at chapman.edu/msa**
00:00 - The Challenges of Leadership – Navigating obstacles and tough decisions in leadership roles.
04:12 - Changing Mindsets: A Step-by-Step Approach – How to shift perspectives for personal and professional growth.
07:34 - Breaking the Mold: A Vision for Change – Innovating and challenging industry norms to drive progress.
11:09 - The Role of Strategy in Success – The importance of strategic thinking in achieving long-term goals.
13:10 - Key Traits of Successful People – Essential habits and characteristics of high achievers.
14:16 - Finding Balance in Life After a Busy Career – Managing work, family, and personal well-being after years in the field.
16:38 - Advice for Young Professionals – Practical tips for career growth and standing out in the CPA profession.
If you found value in this episode, don’t forget to like, subscribe, and turn on notifications for future content.
Drop a comment below—What’s your biggest takeaway from Alan’s insights?
Follow us on social media for more CPA career insights.
#CPACareerPaths #AlanWhitman #CPA #AccountingCareers #Leadership #SuccessMindset #CareerAdvice #WorkLifeBalance #AccountingSuccess #ProfessionalGrowth #YoungCPAs #FinanceCareers #CPAExam #MindsetShift #CareerGrowth #Entrepreneurship
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Struggling to navigate leadership challenges and career transitions? In this episode, I sit down with Alan Whitman—Strategy & Growth Advisor, CEO Coach, Investor, and PE Advisor—to explore key insights on leadership, mentorship, and business growth.
We discuss the importance of building strong professional relationships, the role of mentorship vs. coaching, and how to manage change effectively. Whether you're an executive, entrepreneur, or aspiring leader, this episode is packed with actionable strategies to help you advance in your career.
00:00 - Introduction – A brief introduction to the episode, the host, and guest Alan Whitman, highlighting his experience as a strategy and growth advisor.
01:46 - Choosing Accounting: A Childhood Decision – Alan shares what initially drew him to accounting and how his early interest shaped his career path.
02:55 - Early Career in Public Accounting – Insights into Alan’s first roles in public accounting, the skills he developed, and the challenges he faced.
04:32 - The Value of Public Accounting – How public accounting provides a strong foundation for leadership and business success.
05:52 - Building Strong Connections – Alan explains why maintaining professional relationships is essential for long-term career growth and business success.
07:25 - Balancing Relationships & Responsibilities – How to effectively manage both professional duties and personal relationships without burnout.
08:16 - Learning from Others: Mentorship & Knowledge Sources – Alan shares how mentorship, networking, and continuous learning have influenced his success.
10:50 - Lessons from Career Growth – Key leadership and career lessons Alan has learned throughout his journey.
14:46 - Mentorship vs. Coaching – A deep dive into the differences between mentorship and coaching and how each contributes to career development.
17:19 - Navigating Uncomfortable Change – How to embrace change, adapt to challenges, and use transitions as opportunities for growth.
19:44 - Expanding Baker Tilly’s Reach – Insights into Alan’s role in growing Baker Tilly and lessons on scaling a business.
If you're looking for expert advice on leadership, business strategy, and career development, this episode is for you!
✅ Follow this podcast for more leadership and career insights!
⭐ Rate & Review if you found this episode valuable!
📢 Share this episode with colleagues & friends who want to level up their careers!
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Struggling to balance career growth with personal life?
In this episode, I sit down with Sharon Onuma, CPA (Tax Senior Manager at EY) to discuss essential strategies for advancing in leadership while maintaining work-life harmony. Whether you're an aspiring CPA, a tax professional, or a leader looking for productivity hacks, this episode is packed with actionable insights to help you thrive in your career and personal life.
✨ This episode is proudly sponsored by Chapman University's Argyros School of Business and Economics. Considering a master's in accounting? Their MSA program offers personalized attention from world-class faculty, intimate class sizes, and a flexible structure designed for ambitious professionals. Learn more and apply at chapman.edu/msa
00:00 - Sponsor Ad
01:19 - Balancing Managerial Responsibilities and Focus Time – Managing leadership demands efficiently.
02:19 - Tips to Stay Organized and Productive – Practical time management tips.
03:25 - Encouraging Employees to Ask Questions – Creating a workplace culture of learning.
05:11 - The Importance of Research Before Asking Questions – Why preparation is key.
06:45 - Transitioning from Manager to Senior Manager – What to expect in leadership growth.
07:26 - Managing Career Growth and Personal Life – Finding balance in professional advancement.
08:58 - Guidance for New Parents at Work – Tips for working parents navigating their careers.
10:08 - Achieving Work-Life Balance – Realistic methods for maintaining harmony.
11:29 - Building Trust in the Workplace – Leadership skills for credibility.
12:41 - Building a Personal Brand Beyond Work – Standing out in your industry.
15:44 - The Importance of a Time Audit – How analyzing your schedule boosts efficiency.
18:45 - Prioritizing Self-Care – Why well-being is essential for success.
19:27 - The Discipline to Follow a Schedule – Developing habits for career growth.
22:02 - Reflections on Career Growth – Key lessons from Sharon’s leadership journey.
23:40 - A Fun Fact About Sharon – Get to know her beyond her career.
24:18 - Traveling with a Young Daughter – Balancing family, career, and travel.
If you're looking for strategies to excel in your career while maintaining personal balance, this episode is for you!
✅ Follow this podcast for more career and leadership insights!
⭐ Rate & Review if you found this episode valuable!
📢 Share this episode with colleagues & friends who need career inspiration!
CareerGrowth #Leadership #CPA #TaxManager #AccountingCareers #WorkLifeBalance #PersonalBranding #BigFourAccounting #ProductivityTips #TimeManagement #SelfCare #WomenInAccounting #LeadershipSkills #CareerDevelopment #FinancePodcast #EY #BPM #AccountingSuccess
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In this episode of CPA Career Paths, I sit down with Sharon Onuma, Certified Public Accountant, to discuss her incredible journey from tech staff to senior manager at EY. Sharon shares valuable insights on career growth, CPA exam success, time management, and staying organized in a demanding profession. Whether you're a student, CPA candidate, or an accounting professional, this episode is packed with motivation and practical advice!
00:00 - Introduction – Meet our guest, Sharon Onuma, CPA, and get an overview of today’s episode.
01:58 - Choosing Accounting as a Career – Why Sharon chose accounting and how she got started.
04:13 - Internship and Early Career at EY – Insights into her internship experience and first role at EY.
05:18 - Building Connections as a Student – The importance of networking during college.
06:31 - Choosing EY Over Other Big Four Firms – Why she picked EY and what set it apart.
07:58 - Time Management and Organization – Tips on staying efficient in a fast-paced career.
09:26 - Journey of her YouTube Channel - The CPA Experience – How Sharon started her YouTube channel and why.
11:48 - Tips for CPA Exam Success – Study strategies and advice for passing the CPA exam.
15:48 - Visualize Success for Motivation – How mindset and visualization help with career goals.
18:59 - Study Plans: Standard vs. Customizing – Finding the right CPA study approach.
20:38 - The Feeling of Passing the CPA Exam Before Starting a Full-Time Job – What it’s like to achieve CPA success before entering the workforce.
22:48 - Transitioning from Internship to Full-Time at EY – How she adapted to full-time work.
24:08 - Choosing a Career in Tax – Why Sharon pursued tax instead of other accounting paths.
26:30 - Lessons from the Tax Staff Role – Key takeaways from her early years in tax.
28:09 - The Transition from Staff to Senior – The responsibilities and challenges of moving up.
29:14 - The Leap from Senior to Manager – The major jump in leadership and expectations.
30:58 - How to Stay Organized as a Tax Manager? – Sharon’s personal strategies for staying on top of everything.
🎧 Listen now and take your CPA journey to the next level!
✅ Don’t forget to like, comment, and subscribe!
💬 Share your biggest takeaway in the comments!
🔔 Turn on notifications so you never miss an episode!
#CertifiedPublicAccountant #CPALife #CPAExam #FutureOfCPA #CPACertification #BigFour #EY #AccountingCareer #CareerGrowth #TaxManager #TheCPAExperience #PublicAccounting #AccountingTips #TimeManagement #Organization #Finance #Audit #CareerAdvice #StudyMotivation #SuccessStory #FinanceJobs #ProfessionalGrowth #CPAStudyTips #CPAJourney #BecomingACPA #AccountingStudents #CPAExamSuccess
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Join me, Rosey Flaherty, on CPA Career Paths as I sit down with Mike Maksymiw to dive into the challenges and triumphs of building a successful career in accounting. In this episode, Mike shares his journey of overcoming obstacles after mergers, recognizing leadership styles, and thriving in firm culture. From the importance of conversations in management to the fear of speaking up, this episode is packed with actionable advice for professionals at every stage of their career.
✨ This episode is proudly sponsored by Chapman University's Argyros School of Business and Economics. Considering a master's in accounting? Their MSA program offers personalized attention from world-class faculty, intimate class sizes, and a flexible structure designed for ambitious professionals. Learn more and apply at chapman.edu/msa
🔑 Key Topics Discussed:
00.00 - Sponsor Ad
01:17 - Overcoming Challenges After Merging: Mike opens up about the hurdles he faced during mergers and how he navigated through them.
03:20 - Recognizing Leadership Style: Learn how to identify and develop your unique leadership approach.
04:26 - Advice to Survive in Firm Culture: Mike shares practical tips for thriving in the often-complex world of firm culture.
06:13 - The Importance of Conversations in Management: Discover why open communication is key to effective leadership.
06:50 - The Fear of Speaking Up: We discuss why so many professionals struggle with this and how to overcome it.
07:24 - A Personal Experience with Speaking Up: Mike shares a powerful story about finding his voice in a challenging situation.
09:34 - Overcoming the Fear of Conversation: Practical strategies to build confidence in having tough conversations.
11:08 - Helping Staff Succeed in Networking: Tips for mentoring your team to build strong professional networks.
13:03 - First-Time Networking Experiences: Mike reflects on his early networking days and what he learned.
14:00 - Moving to Aprio Firm Alliance: Hear about Mike’s transition to Aprio and how it shaped his career.
17:18 - From Technical Work to Leadership Focus: Learn how Mike shifted from technical roles to leadership and what it takes to make that leap.
18:55 - Keys Affecting the Future of the Accounting Profession: Mike shares his insights on trends shaping the industry.
21:13 - Technology's Role in Bridging the Talent Gap: How tech is revolutionizing accounting and addressing talent shortages.
27:33 - Discovering the Fun Side of Life: Mike talks about the importance of enjoying life outside of work.
28:50 - Balancing Work and Travel: Tips for maintaining a healthy work-life balance while pursuing your passions.
**31:46 - Advice for Young Professionals – Career Growth Tips: Mike’s top recommendations for building a successful and fulfilling career.
💡 Whether you're a young professional or a seasoned leader, this episode is a must-listen for anyone looking to grow in their accounting career!**
🔔 Subscribe to CPA Career Paths for more insights and advice from industry leaders!
👍 Enjoyed this episode? Give it a thumbs up and share it with your network!
💬 Let us know in the comments: What’s your biggest challenge in your accounting career, and how are you overcoming it?
#CPACareerAdvice #AccountingLeadership #CareerGrowth #NetworkingTips #AccountingPodcast #LeadershipStyles #OvercomingChallenges #WorkLifeBalance #YoungProfessionals #AccountingTechnology
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In this episode of CPA Career Paths, Mike Maksymiw, a seasoned leader in the accounting world, shares his inspiring journey from working at a local firm to becoming a key player in a national powerhouse.
In this video, we’re covering:
**00:00 - Introduction to Mike and His Role:
Mike introduces himself and shares his current role in the accounting industry.
01:02 - What Makes a Great Place to Work?
Mike discusses the qualities of a great workplace and the environment that encourages personal and professional growth.**
02:07 - Mike's Early Career and Choosing Accounting:
Mike reflects on how he started his career in accounting and what led him to pursue this field.
03:29 - Working with Family and First Job Experience:
Mike talks about his first job experiences and the challenges and benefits of working with family.
04:49 - Landing the First Job After Graduation:
He shares how he secured his first job after graduation and the lessons learned during that time.
07:05 - Overcoming Challenges in Client Communication:
Mike highlights the common challenges accountants face when communicating with clients and how he navigated them.
10:25 - Understanding and Communicating with the Client:
He delves deeper into the importance of understanding clients' needs and effectively communicating to build strong relationships.
13:37 - Chasing Experience Instead of Title:
Mike emphasizes that gaining experience is more important than simply chasing a job title, sharing his own career philosophy.
14:52 - Lessons from Personal Growth:
Mike reflects on his personal growth throughout his career and the valuable lessons he's learned along the way.
17:41 - Leadership Academy and Career Development:
Mike talks about his involvement in leadership development programs and how they shaped his approach to career advancement.
19:16 - Why Mike Moved to a New Firm:
He shares his reasons for moving to a new firm and how it impacted his career trajectory.
20:06 - Transition to a Local Accounting Firm:
Mike discusses the transition from a national firm to a local accounting firm and the changes that came with it.
21:22 - The Desire to Constantly Improve:
Mike talks about his drive for continuous improvement and how it has been a key factor in his success.
22:53 - Learning Through Sports: Mike’s Growth Mindset:
He draws parallels between the lessons learned through sports and his approach to professional development and mindset.
25:03 - Managing People and Being Yourself:
Mike discusses the importance of authenticity in leadership and how managing people requires staying true to oneself.
26:51 - The Turning Point: Breaking Down the Walls of Self-Doubt:
He shares a pivotal moment in his career when he overcame self-doubt and embraced his potential as a leader.
29:04 - Importance of Feedback to Grow:
Mike explains why feedback is crucial for professional growth and how he used it to evolve in his career.
30:48 - Mike’s Advice for Overcoming Professional Barriers:
He offers practical advice for overcoming common barriers in the professional world, especially for accountants.
32:18 - The Journey to Partner at Filamino:
Mike reflects on his journey to becoming a partner at Filamino and the challenges and accomplishments along the way.
33:26 - The Positive Approach to the Merger:
Mike discusses his positive mindset during the merger with Markham and how he navigated the transition successfully.
#cpacareerpaths, #leadershipjourney, #accountingcareer, #businessleaders, #careeradvice, #professionaldevelopment,
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🎙️ Welcome to Episode 63 of the podcast!
I’m Rosey Flaherty, and today we continue our conversation with Barry Melancon. Explore the incredible journey of accounting transformation with insights from a leader who has driven change within the AICPA.
📅 Note: Barry officially retired on December 31, 2024. This interview was conducted on December 16, 2024, while he was still serving as CEO and President of AICPA.
✨ This episode is proudly sponsored by Chapman University's Argyros School of Business and Economics. Considering a master's in accounting? Their MSA program offers personalized attention from world-class faculty, intimate class sizes, and a flexible structure designed for ambitious professionals. Learn more and apply at chapman.edu/msaIn this episode, Barry shares his unparalleled insights into the accounting profession, covering:
00:00 Sponsor Ad
1:15 - Missing Client Service Work
Discussing the value of client service work and why it’s such an important part of the accounting profession.
2:34 - Impacting the Profession
Exploring how accounting professionals can make a difference and create meaningful change in the industry.
6:15 - The Evolution of the Profession
Looking at how the accounting field has transformed over time and adapted to new challenges.
7:12 - Global Perspective and Changes
Talking about the influence of global standards and the importance of having an international outlook in accounting.
10:39 - Great CPA Vs. Good CPA
Highlighting the key traits that separate great CPAs from good ones and what makes them excel.
13:28 - Technological Shifts in the CPA Exam
A discussion on how technology, like computerized exams and AI, has revolutionized the CPA examination process.
16:11 - A CPA Vs. A Doctor
Comparing the role of a CPA to that of a doctor, focusing on the shared responsibility and trust in both professions.
17:49 - Habits to be Successful in a CPA Career
Tips and insights into the habits and mindset needed for long-term success as a CPA.
**21:19 - Tips and Advice for Professionals
Concluding with practical advice for accountants and professionals to help them grow in their careers.
AccountingPodcast #CPAExam #AIInAccounting #AICPA #AccountingCareers #ChapmanUniversity #GlobalAccounting #AccountingInnovation #CPALeadership #AccountingEthics #ProfessionalDevelopment #CPAInsights #ChapmanMSA #CPAEvolution #AITransformation #CPAEducation #FutureOfAccounting #EthicsInAccounting #CPAProfession #AccountingTrends #ComputerizedCPA #GlobalStandards #TrustInAccounting #AccountingOpportunities**
http://www.youtube.com/@CPACareerPaths
In this episode, I chat with Barry Melancon, who has been the CEO of AICPA for over 30 years! Barry shares his incredible journey from growing up in Louisiana to leading the world’s largest accounting organization. We dive into leadership lessons, the rise of AI in accounting, and what the future holds for the profession. If you’re looking for career advice or insights on how technology is shaping accounting, this episode is for you!📅 Note: Barry officially retired on December 31, 2024. This interview was conducted on December 16, 2024, while he was still serving as CEO and President of AICPA.
In this episode, we cover:
- 00:00- Introduction: I introduce Barry Melancon and highlight his incredible career in the accounting world.
- 02:12 - Leadership Academy Experience: Barry reflects on his time at the Leadership Academy and how it shaped his career.
- 03:25 - The Importance of Evolving Professions: We discuss the importance of adapting professions, especially in the face of technological advancements.
- 04:13 - The Speed of Change in Technology: Barry talks about how quickly technology is changing the accounting profession and its impact on leaders.
- 05:24 - Barry’s Journey in Accounting: Barry shares his career journey, from his early days to becoming a top leader in the field.
- 11:22 - The Goal to Become a Partner by 25: Barry reveals his early career aspirations and how he achieved his goal of becoming a partner at a young age.
- 12:37 - Balancing Work and Personal Life: We dive into the challenges of balancing a successful career with personal life and relationships.
- 14:06 - The Louisiana Society and the Call for Leadership: Barry discusses his leadership role within the Louisiana Society and what it taught him.
- 15:41 - The Importance of Goal Setting and Adaptability: Barry emphasizes the value of setting goals and being adaptable in your career and leadership journey.
- 20:50 - The Challenges of Leadership: We wrap up the conversation with a look at the unique challenges leaders face and how to navigate them.
**👉 Don’t forget to hit subscribe for more career tips and inspiring interviews!
BarryMelancon #Leadership #CareerAdvice #AIinAccounting #AccountingFuture #AccountingProfession #ProfessionalGrowth #AccountingInsights #LeadershipLessons #AICPA #CareerDevelopment #AccountingCareer #FutureOfAccounting #AccountingTechnology #BusinessLeadership #LeadershipGrowth #AccountingInnovation #ArtificialIntelligence #AccountingTips**
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Welcome to Episode 61 of our podcast!
I'm Rosey Flaherty, and today I’m joined by Excel expert Jeff Lenning. In this episode, we explore top Excel tips for accounting and finance professionals, covering functions like conditional formatting, SUMIFS, pivot tables, and Power Query. Jeff also discusses how AI tools, such as ChatGPT and Excel’s Co-Pilot, are changing the game while still emphasizing the importance of mastering core Excel skills. If you're ready to take your Excel skills to the next level, this episode is packed with valuable insights!
This episode is proudly sponsored by Chapman University's Argyros College of Business and Economics, located in sunny Southern California. Learn more and apply today at Chapman.edu/MSA.
💡 In this episode, you’ll discover:
00:00 - Hook + Sponsor Ad
01:22 - Mastering Excel Functions
Jeff shares practical tips on Excel’s key functions like conditional formatting, SUMIFS, pivot tables, and Power Query.
04:08 - Leveraging AI Tools in Excel
We discuss how AI tools like ChatGPT and Excel’s Co-Pilot are transforming the way we use Excel, and why core skills are still essential.
05:55 - Why Excel Skills Are Still Essential in the Age of AI
Jeff explains why Excel remains a vital tool for professionals, even with AI advancements.
08:05 - The Role of Excel in Jeff’s Career
Jeff talks about how Excel played a critical role in his career and continues to be an essential skill in his work.
09:40 - How to Stand Out in Excel Training
Practical tips on how you can make your Excel skills stand out in your career.
12:26 - The Value of NASBA Approval in Excel Training
Learn why NASBA approval is important for Excel courses and how it adds value to your professional development.
14:30 - Career Uncertainty for Accounting Students
Jeff discusses challenges accounting students face and how mastering Excel can provide an edge in the job market.
15:57 - Why Keep Your CPA License?
Advice on why maintaining a CPA license is important for long-term career growth.
17:04 - NASBA CPE Course Approval Process
A quick overview of the NASBA CPE approval process and why it matters for your career.
17:51 - Volunteering and Community Contribution – Microsoft MVP Award
Learn how Jeff earned the prestigious Microsoft MVP Award through his community involvement.
18:56 - What is the Microsoft MVP Award?
Find out more about the Microsoft MVP Award and what it means for professionals in Excel and other fields.
20:15 - Jeff’s Hobbies and Personal Goals
A personal look at Jeff’s life outside of work, including his hobbies and professional aspirations.
23:02 - Passion vs. Pressure – Surviving Busy Season
Jeff talks about balancing passion with the pressures of busy season and staying motivated.
26:42 - The Reality of Producing Videos
A behind-the-scenes look at the challenges and joys of producing educational videos.
28:54 - Final Thoughts and Advice for Students and Young Professionals
Jeff offers advice on how students and young professionals can succeed in the accounting field, with a focus on mastering Excel.
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👍 Leave a review if you found this episode helpful—your feedback helps us improve!
💬 Join the conversation on social media and share your thoughts on Excel and AI!
#ExcelTips #ExcelTraining #AccountingSkills #AIandExcel #ExcelMastery #PodcastForAccountants #AccountingProfessionals
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Ep# 60: Mastering Excel for CPAs with Jeff Lenning| Excel University President 🎓
Welcome to another exciting episode of our podcast! 🎉
Today, we have a very special guest: Jeff Lenning, a Microsoft Excel MVP and President of Excel University. Jeff shares his inspiring journey from being a CPA to building a thriving career in Excel training and consulting. 🌟
💡 In this episode, you'll discover:
00:00- Introduction
An introduction to the episode and the guest, Jeff, highlighting his professional background and setting expectations for the discussion.
02:06 - Jeff's CPA Journey
Jeff shares his journey to becoming a Certified Public Accountant (CPA), offering insights into the motivations and challenges he faced along the way.
03:10 - The Impact of Tax Season
A look into the intense, fast-paced environment of tax season and its effects on Jeff's career and perspective as a CPA.
04:06 - Why Jeff Chose Audit Over Tax
Jeff explains his decision to specialize in auditing instead of tax, discussing his interests and the career opportunities that influenced his choice.
05:50 - Jeff’s Experience in Audit and Learning Excel
Jeff reflects on his time in auditing and how mastering Excel became a critical part of his professional toolkit.
08:19 - Accounting Manager Role
An overview of Jeff’s transition to an accounting manager position, focusing on leadership, responsibilities, and career development.
10:10 - The Power of Excel Shortcuts
Jeff shares the importance of Excel shortcuts in enhancing productivity and streamlining day-to-day tasks for professionals.
11:12 - Becoming President of Click Consulting
Jeff narrates his path to becoming the president of Click Consulting, including the challenges, growth, and vision for the company.
12:27 - Transition to Excel University
A discussion about Jeff’s founding of Excel University, his mission to empower others with Excel expertise, and the impact of this initiative.
16:06 - Top 5 Reasons to Be Good at Excel
Jeff highlights the top reasons why Excel proficiency is crucial for professionals, emphasizing career growth and problem-solving skills.
19:21 - Advice for Aspiring CPAs
Practical advice and tips for individuals aspiring to become CPAs, drawn from Jeff’s own experiences in the field.
21:33 - Common Excel Mistakes to Avoid
Jeff wraps up the episode by identifying common mistakes made in Excel and providing strategies to avoid them.
Whether you're an accounting professional, a CPA, or just someone passionate about Excel, this conversation is packed with insights and actionable tips to take your skills to the next level. 🚀
📌 Don’t forget to like, comment, and subscribe for more amazing content!
🎧 Tune in and learn how to supercharge your career with Excel!
ExcelTips #Accounting #Podcast #ExcelUniversity #CPAJourney
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Ep.59: Eventually money will come
00:00 - From Employee to Entrepreneur: The journey of transitioning from an employee to becoming a successful business owner. Insights into the decision-making process and the challenges faced along the way.
05:20 - Choosing the Law Firm Niche: Why specializing in accounting services for law firms became the ideal focus, and how this niche was identified as a strategic business advantage.
15:10 - Top 3 Leadership Lessons: The most impactful lessons learned while leading a successful accounting firm and how these insights can help other aspiring professionals.
21:59 - Podcast Hosting & Public Speaking: How being a podcast host and public speaker has influenced personal and professional growth, and the benefits of sharing expertise on public platforms.
27:10 - Work-Life Balance Tips: How to enjoy life despite a hectic work schedule, with actionable tips for achieving a healthy work-life balance.
32:24 - Career Advice for Young Professionals: Practical tips and advice to help young accounting and finance professionals navigate their career paths and achieve long-term success.
This episode is proudly sponsored by Chapman University's Argyros College of Business and Economics, located in beautiful sunny Southern California. Discover more and apply today at Chapman.edu/MSA.
http://www.youtube.com/@CPACareerPaths
Ep.58: Beyond Numbers, Well-Rounded Professionals
00:00 - Being the Youngest Team Member in an Industry Job
12:46 - Gaining Valuable Work Experience in Brazil
20:04 - Transitioning to a More Challenging Job After Returning to the US from Brazil
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Ep.57 Public accounting tested my limits.
00:00 - Introduction
04:24 - Choosing Accounting as a College Major
05:35 - Insights from Your First Accounting Internship Experience
08:12 - Working at EY: Challenges and Opportunities
10:31 - Audit vs. Tax: Which Path is Right for You?
18:00 - The Most Valuable Lessons Learned at EY
27:18 - Top Reasons for Leaving EY and Transitioning Careers
29:07 - Adapting to Private Accounting After Public Accounting Experience
This video is proudly sponsored by Chapman University's Argyros College of Business and Economics, located in beautiful sunny Southern California. Discover more and apply today at Chapman.edu/MSA.
http://www.youtube.com/@CPACareerPaths
Ep.56 Grow & Nurture Professional Networks
00:00 How to Identify and Find Great Staff Members in Accounting
08:21 Top Interview Questions to Uncover the Best Talent for Your Team
21:04 The Importance and Value of Networking for CPAs and Professionals
29:01 Breaking the Stereotype: CPAs Can Be Fun and Engaging
33:01 Practical Tips and Advice for Young Accounting Professionals
Markoff & Malatesta CPAs is a small CPA firm providing tax, client accounting services, and advisory services to their individual and business clients all over the country. Check out their website at Markoff.cpa to learn more about them and what they do for their clients.
http://www.youtube.com/@CPACareerPaths
Ep. 55 Appreciation matters most during hardships
01:16 Top Strategies to Avoid Burnout in Accounting
23:52 How to Measure Staff Efficiency Effectively
34:16 Achieving Work-Life Balance in a CPA Career
Markoff & Malatesta CPAs is a small CPA firm providing tax, client accounting services, and advisory services to their individual and business clients all over the country. Check out their website at Markoff.cpa to learn more about them and what they do for their clients.
This video is proudly sponsored by Chapman University's Argyros College of Business and Economics, located in beautiful sunny Southern California. Discover more and apply today at Chapman.edu/MSA.
http://www.youtube.com/@CPACareerPaths
Ep.54: I know absolutely NOTHING.
00:00 Introduction
02:14 Difference Between a Tax Strategist and a Tax Preparer
07:45 Choosing Accounting as a College Major: What Inspired You?
16:16 First Job in Accounting: Insights from a Recent Graduate
This video is proudly sponsored by Chapman University's Argyros College of Business and Economics, located in beautiful sunny Southern California. Discover more and apply today at Chapman.edu/MSA.
Markoff & Malatesta CPAs is a small CPA firm providing tax, client accounting services, and advisory services to their individual and business clients all over the country. Check out their website at Markoff.cpa to learn more about them and what they do for their clients.
http://www.youtube.com/@CPACareerPaths
01:26 - Career Transition: Life After Deloitte
09:59 - Key Skills for Aspiring Accountants: What Students Should Focus On
14:28 - Supporting Students in the AI Era: Insights from a Professor
16:25 - Essential Skills for Post-Graduation Success in Accounting
24:25 - Balancing Ministry and Accounting: How They Shape Each Other
26:48 - Hidden Hobbies: Surprising Interests Beyond Work
29:07 - Final Tips and Advice for Young Accountants
Check out Erick's Youtube: http://www.youtube.com/@ericko.bellcpa3486
Check out Erick's Book: Living Healthy: Six Simple Strategies to Achieve a Healthy Life Spiritually, Physically, and Financially. (Link: https://www.amazon.com/Living-Healthy-strategies-spiritually-financially/dp/B09FC6G7ML)
This episode is proudly sponsored by Chapman University's Argyros College of Business and Economics, located in beautiful sunny Southern California. Discover more and apply today at Chapman.edu/MSA.
http://www.youtube.com/@CPACareerPaths
Ep.52 Oooohh!!! Moments Make Teaching Rewarding
Check out Erick's Youtube: http://www.youtube.com/@ericko.bellcpa3486
Check out Erick's Book: Living Healthy: Six Simple Strategies to Achieve a Healthy Life Spiritually, Physically, and Financially. (Link: https://www.amazon.com/Living-Healthy-strategies-spiritually-financially/dp/B09FC6G7ML)
This episode is proudly sponsored by Chapman University's Argyros College of Business and Economics, located in beautiful sunny Southern California. Discover more and apply today at Chapman.edu/MSA.
http://www.youtube.com/@CPACareerPaths
Ep.51: Relevancy grows with adaptive thinking
This episode is proudly sponsored by Chapman University's Argyros College of Business and Economics, located in beautiful sunny Southern California. Discover more and apply today at Chapman.edu/MSA.
http://www.youtube.com/@CPACareerPaths
Ep.49: With a forward-thinking, strategic, and optimistic mindset, we turn challenges into opportunities.
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Ep.48: Human connection is what people love the most.
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Ep.46: People want to feel the value and a sense of purpose.
Timeline:
03:12 - Why Choose an Accounting Major?
04:34 - First Job After College in Accounting
08:30 - Current Generation’s Needs in the Accounting Profession
10:57 - Promotion Timeline for Experienced Staff from Different Backgrounds
13:58 - Career Change: Transition from Cooper to Anderson
17:43 - Essential Negotiation Skills for Accountants
20:42 - The Circular Career Path of Accounting Professionals
http://www.youtube.com/@CPACareerPaths
Ep.45: Having a network is an intangible asset that you can't put a value on it. It's priceless.
00:00 - Transitioning from a Regional Accounting Firm to a National Firm: Key Experiences and Insights
02:59 - Did You Always Aspire to Own Your Own Accounting Firm?
04:55 - How Long Did It Take to Prepare for the Launch of Your Own Accounting Firm?
08:26 - Networking Tips and Strategies for Accounting Professionals
16:19 - Becoming a Speaker in the Accounting Industry: How It All Started
21:42 - Essential Tips and Advice for Young Accounting Professionals
24:25 - How Do You Spend Your Free Time?
26:47 - Achieving Work-Life Balance as an Accounting Professional
29:26 - How to Effectively Say "No" in a Professional Setting
32:19 - What’s the One Gift You Would Like People to Give You?
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00:00 - Introduction
03:25 - Why Choose Accounting as a Major? Early Career Insights
08:06 - Transferable Skills from Manufacturing to Accounting
10:06 - How Auditors Convinced Me to Join the Audit Profession
12:01 - Internship Experience with 2 Years of Professional Background
13:28 - Transition from Audit Intern to Audit Associate: What to Expect
15:20 - Memorable Client Experiences as an Audit Associate
20:03 - Career Advice: Finding Your Passion and Professional Path
22:50 - How Data Analytics Enhances Client Audit Work
24:46 - Leveraging AI for Data Analytics in Auditing
28:11 - How to Get Your Team Onboard with Data Analytics
http://www.youtube.com/@CPACareerPaths
00:20 - Why is staff training crucial for business success?
02:01 - How does job satisfaction boost leadership and performance?
05:58 - What are the top challenges staff face with new technology?
09:10 - How can training help new employees quickly adapt to the digital workplace?
13:08 - How do leaders maintain a healthy work-life balance?
20:19 - What are the best strategies for setting and maintaining professional boundaries?
21:42 - What was the biggest challenge when transitioning between leadership roles?
24:51 - How can companies overcome talent shortages and retain top employees?
29:42 - What advice would you give to young professionals entering the workforce?
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Climb to the top of the building, look around and realize that I’m standing on the top of the wrong one.
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Ep.41: If you just get in the industry, you want to be a sponge.
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Ep.40: CPA Exam Tips - Start with Output, Not Materials
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Ep.39: Our job is going to be safe as long as humans have emotions.
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Ep.38 Black Friday in Public Accounting
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Ep.37: Everybody has the same amount of time. We just need to learn how to manage it more effectively.
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Ep.36: Studying sometimes sucks. Working sometimes sucks. Being in military and having things blown up and getting shot at is a whole different level of suck!
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Ep.35: You have no ideas about how good you are going to be at something until you give it a try!
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Eps.34 I prefer to see people change and then eventually find what they want
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Ep.33: Master of Your Destiny
In this podcast, we dive into key aspects of growing your accounting career. We discuss partnering experiences and share valuable insights on merging with another firm, highlighting the benefits and challenges of such collaborations. We also offer essential tips tailored for young and emerging accountants. Whether you're looking to advance your career, considering a partnership, or just starting out in the accounting field, this video provides practical advice and expert guidance to help you succeed. Don't miss out on these crucial insights that can shape your professional journey in accounting.
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Ep.32: Am I worth the money that I'm charging somebody else?
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Ep.31: How do I sell my experience without talking about how long I've been doing it.
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Ep.29: It's not one size fits all. It's not one path. It's not one end game. Choose your own adventure.
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Ep.28: Accounting Language + Technical Language = A Good Marriage
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Ep.27: CPA is the highest bar in our profession. The top designation!
Shakor currently works as a Senior Program Manager at Amazon. Shakor has been an active figure within the accounting profession (NABA & AICPA), featured in numerous accounting publications, and is an alum of AICPA’s Leadership Academy and Accounting Scholars Leadership Workshop.
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Ep.26: One of the biggest things to keep the clients happy is responsiveness
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Ep 25: You have to build in trust and relationship with people
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Ep.24: We need Technology to help us innovate. We need to innovate to Transform the world!
With over 40 years in public accounting, Jim is now CEO of BPM, a leading California-based CPA firm. His journey from Audit Manager at Deloitte to COO at Rehmann, where he oversaw substantial growth through mergers and acquisitions, has equipped him with invaluable expertise. At BPM, Jim is focused on maintaining the firm's esteemed reputation while driving growth and profitability. Ranked among the top 50 accounting firms nationally, BPM has garnered recognition as the Number One Best Large Accounting Firm to Work for by Accounting Today. Jim's dedication extends beyond his professional role, as he also serves as a Board Member of the Bay Area Council.
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Ep. 23: Accounting is a People Thing
With over 40 years in public accounting, Jim is now CEO of BPM, a leading California-based CPA firm. His journey from Audit Manager at Deloitte to COO at Rehmann, where he oversaw substantial growth through mergers and acquisitions, has equipped him with invaluable expertise. At BPM, Jim is focused on maintaining the firm's esteemed reputation while driving growth and profitability. Ranked among the top 50 accounting firms nationally, BPM has garnered recognition as the Number One Best Large Accounting Firm to Work for by Accounting Today. Jim's dedication extends beyond his professional role, as he also serves as a Board Member of the Bay Area Council.
http://www.youtube.com/@CPACareerPaths
Ep.22: Put Your Family First. Put Your Oxygen Mask on First.
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Ep.21: Ask questions. Be curious. Communicate. Love what you do!
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Ep.20: Be Genuine. Be Authentic. Be Nice. Help Other People. Enjoy Life. Have Fun
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Ep.19 If you want to get something done, give it to somebody who is the busiest
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Ep.18: You can't do this alone. You need the supporting system.
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Ep. 16: Is Choosing a Career at Big 4 always a Wise Move?
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Ep.15 Strategies for Maximizing Early Career Opportunities and Navigating Body Language in the Virtual Workspace
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Ep.14: The CPA Journey can be quite Overwhelming
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Ep. 11: Mastering Public Accounting: Navigating Billable Hours, Empowering Teams, Fostering Community, and Career Advancement
Advancing Excellence: Pursuing an MST (Master of Science in Taxation) with a CPA License for Professional Growth
Episode #4 - "My CPA Journey" with Steve Williams, CPA, a Partner at Eide Bailly (Part 2)
In this episode, Jessica Mcclain, CPA/CITP, CISA, PMP, CGMF, a CFO at Girl Scouts Nation's Capital, will continue to share with us her CPA journey.