Shows
The Young CPA Success ShowBridging the Generational Gap: Transforming Leadership for a New Era with Madeline MillerEpisode Title: Bridging the Generational Gap: Transforming Leadership for a New Era with Madeline MillerEpisode Notes:In this episode of the Young CPA Success Show, the host and co-hosts Joey and Hannah discuss the challenges faced by young professionals, particularly in accounting, with guest Madeline Miller, a coach with a background in law and entertainment. They explore generational stereotypes, the importance of good leadership, and the need for purpose and recognition in the workplace. Madeline shares her journey and emphasizes the significance of empathy, mentorship, and building supportive work environments. The conversation highlights the...
2025-01-1447 minThe Young CPA Success Show2024 Year in ReviewEpisode Title: 2024 Year in ReviewEpisode Notes:In our year end wrap up: Jody, Brett, Tom, Hannah, and Jamie share favorite moments from the show, podcasting resolutions and holiday gift wishes. the hosts reflect on personal anecdotes and provide their aspirations for the upcoming year. They also introduce a new behind-the-scenes team member."It’s super common for us to go into a conference and have someone say, "Hey, I love that podcast you’re on." It’s really cool, and we really enjoy it." – Jody GrundenThe finer details of this epis...
2024-12-3037 minThe Young CPA Success ShowEssential Mindset and Empathy Skills for Young Accountants with Chris Papin“It’s just so important to show up positive, to show up kind, to just put forth the best that you can because you just don’t know what’s going on in the background.” – Hannah Hood The finer details of this episode:Guidance for young accounting professionals in their early careersImportance of mindset and adaptability in navigating change within the accounting professionPersonal anecdotes highlighting lessons learned from mentorsThe role of empathy and positivity in client interactionsUnderstanding emotional responses to change and its impact on communicationTransitioning from technical skills to advisory roles in accountingBuilding meaningful re...
2024-12-1645 minThe Young CPA Success ShowEnhancing Client Outcomes Through CPA and Financial Advisor Partnerships with Adam D. Koós“We need to get the phrase ‘exit planning’ out of our vocabulary. I like to call it business transition planning or transitioning you from wherever you are today to wherever you want to be.” – Adam The finer details of this episode:Importance of fiduciary responsibility in financial planning.Relationship dynamics between financial advisors and CPAs.Challenges and implications of fiduciary principles for clients.The significance of being a fee-only financial advisor to minimize conflicts of interest.Strategies for young CPAs to build relationships with financial advisors.The role of transparency and communication in investment strategies.E...
2024-12-0246 minThe Young CPA Success ShowMastering Your Niche in the Accounting World with John Scott“You have to demonstrate that you care—not only to those whom you're working for but also to the clients and customers that you work with. Every customer, every client, has to think that they are your priority.” – John Scott The finer details of this episode:Journey of young accounting professionals in establishing their careers.Identifying and demonstrating interest in a specific niche within accounting.Role of mentorship in career development and guidance.Significance of effective communication skills in client relationships and teamwork.Strategies for building strong client relationships and understanding client needs.Value of asking...
2024-11-1845 minThe Young CPA Success ShowHow is Anders Recruiting Transforming the Landscape for Young Accountants? With Trey Meier“One thing that I love so much about this firm is that you've got the resources and the leadership to back you up when it comes to trying something new.” – Trey Meier The finer details of this episode:Current state of recruiting at Anders accounting firmFirm's growth and expansion beyond St. LouisStrategies for attracting entry-level and experienced professionalsImportance of company culture and professional development opportunitiesAdaptability to remote work and creating a welcoming environmentNetworking and relationship-building initiatives for young professionalsDifferences in recruiting strategies for various candidate experience levelsEmphasis on personal attention and treating employees as individu...
2024-11-0437 minThe Young CPA Success ShowSpooktacular Showdown: A Halloween Movie Draft SpecialIn this special episode of The Young CPA Success Show, four speakers with Halloween-themed personas—Jamie Nightmare, Hannah Hexed Hood, Adam Haunted Hale, and Joey Killing Kenny—engage in a lively draft-style discussion about their favorite Halloween movies. Jamie, the enthusiastic host, sets the stage and outlines the draft rules. Hannah humorously admits her limited horror movie experience, while Adam and Joey share their deep knowledge and personal anecdotes. The conversation is filled with playful banter and passionate debates as they each select and defend their top horror film picks, creating an engaging and entertaining Halloween-themed episode.
2024-10-3147 minThe Young CPA Success ShowThe Best Excel Training Strategies for Young CPAs with Jeff Lenning“I was stressed out, cranky, grouchy, and missing family events. That was the catalyst for me to figure out how to get Excel to do all the things I was doing manually.” – Jeff Lenning The finer details of this episode:Importance of Excel skills for young accounting professionalsGaps in Excel training within college education for accounting studentsPersonal experiences of speakers regarding Excel proficiency and trainingImplementation of Excel training programs in organizationsThe versatility of Excel in both professional and personal projectsStructure and content of comprehensive Excel training coursesThe impact of outdated methods in accounting practicesThe evolving...
2024-10-2141 minThe Young CPA Success ShowHappy Birthday, Young CPA Success Show!“I had a ton of imposter syndrome coming into this. It was severe, but it's been such a bright light in my life and career, getting to have honest conversations with folks.” – Hannah Hood “If that is something that you're interested in, do the damn thing.” – Joey Kinney The finer details of this episode:Importance of creating content tailored for young accounting professionals.Discussion of imposter syndrome and its prevalence in the accounting field.Reflection on the podcast's impact and growth over its first year.Recognition of the skills gap in middle mana...
2024-09-2342 minThe Young CPA Success ShowTransforming Accounting: How Jody Grunden’s Journey is Redefining the Industry for Young Professionals“I want to make sure that whatever we create, it's not only conducive for my lifestyle but for my entire team.” – Jody Grunden The finer details of this episode:Transformation of the accounting professionChanging perceptions within the accounting industryImportance of personal relationships and communication in professional successExperiences and challenges faced in public accounting and corporate rolesEntrepreneurial journey and founding of Summit CPA GroupEmphasis on work-life balance and flexible work environmentsAdoption of remote work and its impact on company cultureNeed for adaptability and innovation in accounting practicesRole of soft skills and interpersonal relationships in future account...
2024-09-0953 minThe Young CPA Success ShowFrom Numbers to Narratives: The Evolution of Accountants into Master Storytellers with Peter Margaritis“Everyone in the accounting industry talks the lingo, the foreign language of accounting. We know what we're talking about. But, for our clients, most of them don’t. It’s our job to help them understand by translating our technical jargon into something simpler.” – Peter Margaritis, CSP, CPA The finer details of this episode:Importance of communication and storytelling skills for accountantsTranslating technical accounting language into plain English for clientsUnderstanding and connecting with clients on a personal levelEfforts at Oklahoma State University to incorporate communication and client service skills into the accounting curriculumDeveloping communication skills in t...
2024-08-2650 min
The Modern CPA Success ShowNavigating Work-Life Balance: A Candid Conversation on Stress in the Workplace with Joey Kinney“In the American workplace, 80% of workers feel stress on the job, and nearly half say they need help in learning how to manage stress. If your people are stressed and they're not talking to you about it, that's a clue that you need to change something in your organization.” – Joey KinneyThe finer details of this episode:●Stress management in the workplace and at home●Challenges of setting boundaries and prioritizing tasks in work-life balance●Impact of stress on personal lives and managing competing interests●Role of leaders in addressing recu...
2024-07-0836 minThe Young CPA Success ShowNavigating Work-Life Balance: A Candid Conversation on Stress in the Workplace with Tom Wadelton“In the American workplace, 80% of workers feel stress on the job, and nearly half say they need help in learning how to manage stress. If your people are stressed and they're not talking to you about it, that's a clue that you need to change something in your organization.” – Joey Kinney The finer details of this episode:Stress management in the workplace and at homeChallenges of setting boundaries and prioritizing tasks in work-life balanceImpact of stress on personal lives and managing competing interestsRole of leaders in addressing recurring structural problems contributing to stress Epis...
2024-07-0135 minThe Modern CPA Success ShowHow Can a Formalized Onboarding Process Transform Your Accounting Firm's Success?“Your Spidey sense has to be high during onboarding. If you start to sense frustration from the client, there might be something else that you need to dig into. I might send them a quick note and say, ‘hey, do you mind if we talk tonight?’ and I offer up my cell phone number. I've never had a client abuse it. In fact, as you start to build those relationships, they'll text you just like your friends; they don't talk business. It's really important that you establish that relationship and that connection.” – Adam HaleThe finer details of...
2024-06-2430 minThe Young CPA Success ShowHow Can Remote Work Revolutionize the Accounting Industry? with Cory Gayman“People are not black and white; they are nuanced, with different needs and communication styles. I really try to teach my managers and leaders that you have to learn how to communicate, not just say what you want and then move on. This is especially important in a remote environment.” -Cory Gayman The finer details of this episode:Challenges and benefits of remote work in the accounting industryManaging a hybrid setupAdapting services for virtual workDelegation and communication in remote work environmentsFocusing on outcomes rather than inputsBuilding trust in remote employeesImpact of remote work on recrui...
2024-06-0351 minThe Young CPA Success ShowCMA vs. CPA: Navigating Certification Requirements and Career Challenges with Kaden CookThe finer details of this episode:Differences between CMA (Certified Management Accountant) and CPA (Certified Public Accountant) exams/certifications Applying knowledge from school, exams, and work experience in current roleChallenges and loopholes in meeting the 150-hour rule Importance of practical work experience and technology in the industry Episode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/Email us with questions or if you’d like to be a guest on the show: youngcpasuccessshow@anderscpa.comWe’re hiring! Check out our open positions: https://www.summitcpa.net/career-opportunitieshttps://www.linkedin.com/in/kadencook...
2024-05-2040 minThe Young CPA Success ShowEmbracing Change and Innovation in the Accounting Industry with Jesse Rubenfeld and Tom ZehentnerThe finer details of this episode:Evolution of accounting software and early career experiencesImportance of embracing change and innovation in the industryLeveraging technology to streamline accounting processesChallenges and opportunities in early career development Episode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/Email us with questions or if you’d like to be a guest on the show: youngcpasuccessshow@anderscpa.comWe’re hiring! Check out our open positions: https://www.summitcpa.net/career-opportunitieshttps://www.finoptimal.com/https://www.linkedin.com/in/jesserubenfeld/https://www.linkedin.com/in/tom-zehentner-cpa-a0591b5b/If you love...
2024-05-0658 min
Accounting Conversations10 How to best be prepared for a career in accounting with Hannah Hood and Joey KinneyIf you are a young accounting professional, this episode is for you! Hannah and Joey are the perfect mentors! They give great advice on how to find career mentors and take advantage of the early years of your career! They also discuss the challenges facing the accounting profession and why they are still so positive about the future of it. Don't forget to check out their podcast, The Young CPA Success Show! They share great insights and interview amazing guests!
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2024-04-1251 minThe Young CPA Success ShowMaintaining a Healthy Lifestyle During CPA Busy Season with Kendra Miller“Breakfast really is the most important meal of the day because it's breaking your fast, allowing your body to use the food to rebuild muscle and do all these wonderful things it needs to do. By eating breakfast within 1 to 2 hours of waking, it helps regulate your hormones so you're less stressed, more apt to have a balanced metabolism, and you have the energy to support your most active parts of the day." – Kendra Miller The finer details of this episode:●Importance of maintaining a healthy lifestyle during busy accounting careers●Insights...
2024-03-2556 minThe Young CPA Success ShowThe Role of Accountants in Advising on ESG Initiatives with Kai Gray“One thing that we have noticed is that a lot of CPAs and CFOs and people in the financial industry are getting called on to answer ESG questions, and particularly smaller CPA firms because ESG is trickling down.” -Kai Gray The finer details of this episode:Importance of education in the ESG spaceImportance of accountants in reporting and advising on ESG initiativesInfluence of consumers, investors, and employees in shaping corporate behavior Episode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/Email us with questions or if you’d like to...
2024-01-151h 04
Earmark Podcast | Earn Free Accounting CPEThe Young CPA Perspective on the Talent ShortageBlake is joined by two "Young" CPAs, Hannah Hood, and Joey Kinney, both virtual CFOs with Summit Virtual CFO by Anders. Among the topics of discussion are challenges for young accountants including low starting salaries, lack of flexibility and career path at traditional firms, the value of remote work, and the need for more women leaders and work-life balance in the accounting industry. Hannah and Joey also promote changing the accounting profession to be more adaptable and inclusive.SponsorShareFile - https://earmarkcpe.promo/sharefileChapters(00:49) - Welcome Hannah and Joey...
2023-12-181h 03The Young CPA Success ShowNow is the Best Time to be a Young CPA: Dave Hartley’s Top 10 Reasons“There are more career paths today than ever before in the industry.” -Dave Hartley The finer details of this episode:Shift in the accounting profession toward adding value Positive changes in the industry, such as an employee-focused approach Opportunities and resources available to young professionals Changing perceptions about the profession Episode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/Email us with questions or if you’d like to be a guest on the show: youngcpasuccessshow@anderscpa.comWe’re hiring! Check out our open positions: https://www.summitcpa.net/car...
2023-11-201h 00The Young CPA Success ShowHow Can Accounting Education Adapt to the Changing Industry? With Blake Oliver“We have this wonderful profession, but we don’t teach anyone the history of it.” – Blake Oliver The finer details of this episode:Frustration with outdated curriculum and lack of technology integration in accounting educationDiscussion on the role of the CPA exam and its requirementsNext generation of accountants and their entrepreneurial mindset, such as their need for meaningful work and shift toward being advisors Episode resources:Summit Virtual CFO by Anders website – https://www.summitcpa.net/Email us with questions or if you’d like to be a guest on the show – young...
2023-10-2357 minThe Young CPA Success ShowIf Taxes Aren’t Fun, You’re Doing it Wrong with Dave DanicThe finer details of this episode:Importance of positive client interactions and finding data points that resonateChallenges of recruiting new accountants and the growing gap in the industry Unique aspects of working as a tax CPA and the unique structure of Summit’s tax department Episode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/Email us with questions or if you’d like to be a guest on the show: youngcpasuccessshow@anderscpa.comWe’re hiring! Check out our open positions: https://www.summitcpa.net/career-opportunitiesConnect with Dave: https://www.linkedin.com/in/daviddanic/
2023-09-2546 minThe Modern CPA Success ShowThe Importance of Onboarding for Successful Client Relationships in Accounting Firms with Joey Kinney“Without the foundation of a good onboarding process, it's going to be very hard to have each client make sure that they're hitting all those deliverables because every client is a little bit different.” - Joey Kinney The finer details of this episode:Identifying client pain points during onboarding The value of an onboarding specialist in standardizing processesSetting expectations for onboarding Episode resources:Summit CPA website – summitcpa.netIf you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com
2023-05-2946 min