Shows
CPA CAREER PATHSEp.103: Find the work that gives you energyIn 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 iden...
2025-11-1723 min
CPA CAREER PATHSEp.102: Know where your personality fits best 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.Wh...
2025-11-1025 min
CPA CAREER PATHSEp.101: AI is a tool, not competition.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:✅...
2025-11-0323 min
CPA CAREER PATHSEp.100: Don’t let failure stop your journey.🎧 Audio Podcast – Episode 100In 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:
2025-10-2724 min
CPA CAREER PATHSEp.99: It’s my name on the door. 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 d...
2025-10-2022 min
CPA CAREER PATHSEp.98: Hard times shaped me into better!🎧 Audio Podcast – Episode 98In 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 set...
2025-10-1320 min
CPA CAREER PATHSEp.97: You have to know enough to be dangerous 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...
2025-10-0624 min
CPA CAREER PATHSEp.96: If you manage the money, you’re the boss.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 an...
2025-09-2924 min
CPA CAREER PATHSEp.95: Money and emotions are directly connectedIn 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...
2025-09-2224 min
CPA CAREER PATHSEp.94: Small touches build long-term trust 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✅...
2025-09-1530 min
CPA CAREER PATHSEp.93: Self-care isn’t optional anymore. 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 your...
2025-09-0832 min
CPA CAREER PATHSEp.92: They weren’t ready for a 40-year-old intern. 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 ski...
2025-09-0126 min
CPA CAREER PATHSEp.91: Create focus time and protect energy. 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 necess...
2025-08-2522 min
CPA CAREER PATHSEp.90: You don’t have to follow tradition. 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...
2025-08-1822 min
CPA CAREER PATHSEp.89: Master technical skills, but build people skills.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 tha...
2025-08-1128 min
CPA CAREER PATHSEp.88: Everyone plays a different role. 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...
2025-08-0425 min
CPA CAREER PATHSEp.87: Career paths aren’t always linearIn 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...
2025-07-2824 min
CPA CAREER PATHSEp.86: Understand the people that you leadIn 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, Jeannin...
2025-07-2129 min
CPA CAREER PATHSEp.84: No news isn’t always good newsHey 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 op...
2025-07-1430 min
CPA CAREER PATHSEp.84: You are more than your titleHey 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...
2025-07-0724 min
CPA CAREER PATHSEp.83: Accent makes people lean in moreHey 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✅ Communic...
2025-06-3028 min
CPA CAREER PATHSEp.82: Learn the ropes before stepping upHey 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 o...
2025-06-2332 min
CPA CAREER PATHSEp.81: A smile goes a long wayHey 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...
2025-06-1627 min
CPA CAREER PATHSEp.80: Fail fast, bounce back faster.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 professi...
2025-06-0934 min
CPA CAREER PATHSEp.79: Start with basics, then go deepHey 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 candi...
2025-06-0228 min
CPA CAREER PATHSSpecial Ep: The biggest challenge was having patience (Part 02)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...
2025-05-2622 min
CPA CAREER PATHSSpecial Ep: Every role teaches you something valuable. (Part 1)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 o...
2025-05-1923 min
CPA CAREER PATHSEp.78: Take time to walk away and rechargeHey 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 beyo...
2025-05-1232 min
CPA CAREER PATHSEp.77: Deliver Results—No Matter Your RoleHey 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 B...
2025-05-0531 min
CPA CAREER PATHSEp.76: Done is better than perfectHey 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....
2025-04-2826 min
CPA CAREER PATHSEp.75: You just have to do what excites youHey 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 Busin...
2025-04-2127 min
CPA CAREER PATHSEp.74: Resilience is everything: Fail, Learn, Get Up.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...
2025-04-1425 min
CPA CAREER PATHSEp.73: Trust is Everything.🚀 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...
2025-04-0722 min
CPA CAREER PATHSEp.71: When opportunity knocks, listen.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 Chap...
2025-03-2433 min
CPA CAREER PATHSEp.70: You've got to set those expectations around🚀 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...
2025-03-1729 min
CPA CAREER PATHSEp.69: Human nature is undefeatedWelcome 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 am...
2025-03-1020 min
CPA CAREER PATHSEp.67: Take advantage of the learning experiencesStruggling 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 acc...
2025-02-2426 min
CPA CAREER PATHSEp.66: It’s a Marathon, not a SprintIn 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...
2025-02-1731 min
CPA CAREER PATHSEp.65: Be the manager you wish you hadJoin 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 ma...
2025-02-1033 min
CPA CAREER PATHSEp.64: Building A Career in AccountingIn 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....
2025-02-0335 min
CPA CAREER PATHSEp.63: Trust as Accounting's Foundation🎙️ 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 persona...
2025-01-2723 min
CPA CAREER PATHSEp.61: Mastering Excel for Career SuccessWelcome 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 episo...
2025-01-1331 min
CPA CAREER PATHSEp.60: Mastering Excel Skills for CPAsEp# 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- IntroductionAn introduction to the episode and the guest, Jeff, highlighting his professional background and setting expectations for the discussion.02:06 - Jeff's CPA JourneyJeff shares his jo...
2025-01-0624 min
CPA CAREER PATHSEp.59: Eventually money will comeEp.59: Eventually money will come00:00 - 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...
2024-12-3035 min
CPA CAREER PATHSEp.57: Public accounting tested my limits.Ep.57 Public accounting tested my limits.00:00 - Introduction04:24 - Choosing Accounting as a College Major05:35 - Insights from Your First Accounting Internship Experience08:12 - Working at EY: Challenges and Opportunities10:31 - Audit vs. Tax: Which Path is Right for You?18:00 - The Most Valuable Lessons Learned at EY27:18 - Top Reasons for Leaving EY and Transitioning Careers29:07 - Adapting to Private Accounting After Public Accounting ExperienceThis video is proudly sponsored by Chapman University's Argyros College of Business and Economics, located in beautiful sunny Southern California. Discover more...
2024-12-1631 min
CPA CAREER PATHSEp.56: Grow & Nurture Professional NetworksEp.56 Grow & Nurture Professional Networks00:00 How to Identify and Find Great Staff Members in Accounting08:21 Top Interview Questions to Uncover the Best Talent for Your Team21:04 The Importance and Value of Networking for CPAs and Professionals29:01 Breaking the Stereotype: CPAs Can Be Fun and Engaging33:01 Practical Tips and Advice for Young Accounting ProfessionalsMarkoff & 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 a...
2024-12-0937 min
CPA CAREER PATHSEp.55: Appreciation matters most during hardshipsEp. 55 Appreciation matters most during hardships01:16 Top Strategies to Avoid Burnout in Accounting23:52 How to Measure Staff Efficiency Effectively34:16 Achieving Work-Life Balance in a CPA CareerMarkoff & 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. Di...
2024-12-0238 min
CPA CAREER PATHSEp.54: I know absolutely NOTHING.Ep.54: I know absolutely NOTHING.00:00 Introduction 02:14 Difference Between a Tax Strategist and a Tax Preparer07:45 Choosing Accounting as a College Major: What Inspired You?16:16 First Job in Accounting: Insights from a Recent GraduateThis 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 co...
2024-11-2525 min
CPA CAREER PATHSEp.53: Happiness thrives beyond money’s role01:26 - Career Transition: Life After Deloitte09:59 - Key Skills for Aspiring Accountants: What Students Should Focus On14:28 - Supporting Students in the AI Era: Insights from a Professor16:25 - Essential Skills for Post-Graduation Success in Accounting24:25 - Balancing Ministry and Accounting: How They Shape Each Other26:48 - Hidden Hobbies: Surprising Interests Beyond Work29:07 - Final Tips and Advice for Young AccountantsCheck out Erick's Youtube: http://www.youtube.com/@ericko.bellcpa3486Check out Erick's Book: Living Healthy: Six Simple Strategies to Achieve a Healthy Life Spiritually, Physically, and Financially...
2024-11-1831 min
CPA CAREER PATHSEp.52: Oooohh!!! Moments Make Teaching RewardingEp.52 Oooohh!!! Moments Make Teaching RewardingCheck out Erick's Youtube: http://www.youtube.com/@ericko.bellcpa3486Check 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
2024-11-1130 min
CPA CAREER PATHSEp.51: Relevancy grows with adaptive thinkingEp.51: Relevancy grows with adaptive thinkingThis 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
2024-11-0444 min
CPA CAREER PATHSEp.49: With a forward-thinking, strategic, and optimistic mindset, we turn challenges into opportunities.Ep.49: With a forward-thinking, strategic, and optimistic mindset, we turn challenges into opportunities.http://www.youtube.com/@CPACareerPaths
2024-10-2138 min
CPA CAREER PATHSEp.48: Human connection is what people love the most.Ep.48: Human connection is what people love the most.http://www.youtube.com/@CPACareerPaths
2024-10-1522 min
CPA CAREER PATHSEp.47: Impossible until it's InevitableEp.47: Impossible until it's Inevitablehttp://www.youtube.com/@CPACareerPaths
2024-10-0740 min
CPA CAREER PATHSEp.46: People want to feel the value and a sense of purpose.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 Accounting08:30 - Current Generation’s Needs in the Accounting Profession10:57 - Promotion Timeline for Experienced Staff from Different Backgrounds13:58 - Career Change: Transition from Cooper to Anderson17:43 - Essential Negotiation Skills for Accountants20:42 - The Circular Career Path of Accounting Professionalshttp://www.youtube.com/@CPACareerPaths
2024-09-3029 min
CPA CAREER PATHSEp.45: Having a network is an intangible asset that you can't put a value on it. It's priceless.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 Insights02:59 - 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 Professionals16:19 - Becoming a Speaker in the Accounting Industry: How It All Started21:42 - Essential Tips and Advice...
2024-09-2333 min
CPA CAREER PATHSEp.44: Why? Why are we doing this?00:00 - Introduction03:25 - Why Choose Accounting as a Major? Early Career Insights08:06 - Transferable Skills from Manufacturing to Accounting10:06 - How Auditors Convinced Me to Join the Audit Profession12:01 - Internship Experience with 2 Years of Professional Background13:28 - Transition from Audit Intern to Audit Associate: What to Expect15:20 - Memorable Client Experiences as an Audit Associate20:03 - Career Advice: Finding Your Passion and Professional Path22:50 - H...
2024-09-1631 min
CPA CAREER PATHSEp.43: We should make more money and work less hours.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?
2024-09-1032 min
CPA CAREER PATHSEp.42: Climb to the top of the building and realize that I’m standing on the top of the wrong one.Climb to the top of the building, look around and realize that I’m standing on the top of the wrong one.http://www.youtube.com/@CPACareerPaths
2024-08-2633 min
CPA CAREER PATHSEp.41: If you just get in the industry, you want to be a sponge.Ep.41: If you just get in the industry, you want to be a sponge.http://www.youtube.com/@CPACareerPaths
2024-08-1930 min
CPA CAREER PATHSEp.40: CPA Exam Tips - Start with Output, Not MaterialsEp.40: CPA Exam Tips - Start with Output, Not Materialshttp://www.youtube.com/@CPACareerPaths
2024-08-1232 min
CPA CAREER PATHSEp.39: Our job is going to be safe as long as humans have emotions.Ep.39: Our job is going to be safe as long as humans have emotions.http://www.youtube.com/@CPACareerPaths
2024-08-0537 min
CPA CAREER PATHSEp.38: Black Friday in Public AccountingEp.38 Black Friday in Public Accountinghttp://www.youtube.com/@CPACareerPaths
2024-07-3123 min
CPA CAREER PATHSEp.37: Everybody has the same amount of time. We just need to learn how to manage it more effectively.Ep.37: Everybody has the same amount of time. We just need to learn how to manage it more effectively.http://www.youtube.com/@CPACareerPaths
2024-07-2429 min
CPA CAREER PATHSEp.36: Being in military and having things blown up and getting shot at is a whole different level of suck!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!http://www.youtube.com/@CPACareerPaths
2024-07-1732 min
CPA CAREER PATHSEp.35: You have no ideas about how good you are going to be at something until you give it a try!Ep.35: You have no ideas about how good you are going to be at something until you give it a try!http://www.youtube.com/@CPACareerPaths
2024-07-1031 min
CPA CAREER PATHSEp.34: I prefer to see people change and then eventually find what they wantEps.34 I prefer to see people change and then eventually find what they wanthttp://www.youtube.com/@CPACareerPaths
2024-07-0328 min
CPA CAREER PATHSEp.33: Master of Your DestinyEp.33: Master of Your DestinyIn 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....
2024-06-2626 min
CPA CAREER PATHSEp.32: Am I worth the money that I'm charging somebody else?Ep.32: Am I worth the money that I'm charging somebody else?http://www.youtube.com/@CPACareerPaths
2024-06-1924 min
CPA CAREER PATHSEp.31: How do I sell my experience without talking about how long I've been doing it.Ep.31: How do I sell my experience without talking about how long I've been doing it. http://www.youtube.com/@CPACareerPaths
2024-06-1233 min
CPA CAREER PATHSEp.30: Artificial Intelligence will ELEVATE Jobs!Artificial Intelligence will ELEVATE Jobs!http://www.youtube.com/@CPACareerPaths
2024-06-0538 min
CPA CAREER PATHSEp.29: It's not one size fits all. It's not one path. It's not one end game. Choose your own adventure.Ep.29: It's not one size fits all. It's not one path. It's not one end game. Choose your own adventure.http://www.youtube.com/@CPACareerPaths
2024-04-2428 min
CPA CAREER PATHSEp.28: Accounting Language + Technical Language = A Good MarriageEp.28: Accounting Language + Technical Language = A Good Marriagehttp://www.youtube.com/@CPACareerPaths
2024-04-1739 min
CPA CAREER PATHSEp.27: CPA is the highest bar in our profession. The top designation!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. http://www.youtube.com/@CPACareerPaths
2024-04-1029 min
CPA CAREER PATHSEp.26: One of the biggest things to keep the clients happy is responsivenessEp.26: One of the biggest things to keep the clients happy is responsivenesshttp://www.youtube.com/@CPACareerPaths
2024-04-0328 min
CPA CAREER PATHSEp.25: You have to build in trusts and relationships with peopleEp 25: You have to build in trust and relationship with peoplehttp://www.youtube.com/@CPACareerPaths
2024-03-2729 min
CPA CAREER PATHSEp.24: We need Technology to help us innovate. We need to innovate to Transform the world!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...
2024-03-0641 min
CPA CAREER PATHSEp.23: Accounting is a People ThingEp. 23: Accounting is a People ThingWith 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...
2024-02-2835 min
CPA CAREER PATHSEp.22: Put Your Family First. Put Your Oxygen Mask on First.Ep.22: Put Your Family First. Put Your Oxygen Mask on First.http://www.youtube.com/@CPACareerPaths
2024-02-2124 min
CPA CAREER PATHSEp.21: Ask questions. Be curious. Communicate. Love what you do!Ep.21: Ask questions. Be curious. Communicate. Love what you do!http://www.youtube.com/@CPACareerPaths
2024-02-1425 min
CPA CAREER PATHSEp.20: Be Genuine. Be Authentic. Be Nice. Help Other People. Enjoy Life. Have FunEp.20: Be Genuine. Be Authentic. Be Nice. Help Other People. Enjoy Life. Have Funhttp://www.youtube.com/@CPACareerPaths
2024-01-3143 min
CPA CAREER PATHSEp.19: If you want to get something done, give it to somebody who is the busiestEp.19 If you want to get something done, give it to somebody who is the busiesthttp://www.youtube.com/@CPACareerPaths
2024-01-1731 min
CPA CAREER PATHSEp.18: You can't do this alone. You need the supporting system.Ep.18: You can't do this alone. You need the supporting system.http://www.youtube.com/@CPACareerPaths
2024-01-0223 min
CPA CAREER PATHSEp.17: I Train My Kids How to Understand MoneyEp.17: I Train My Kids How to Understand Moneyhttp://www.youtube.com/@CPACareerPaths
2023-12-2018 min
CPA CAREER PATHSEp.16: Is Choosing a Career at Big 4 always a Wise Move?Ep. 16: Is Choosing a Career at Big 4 always a Wise Move?http://www.youtube.com/@CPACareerPaths
2023-12-0523 min
CPA CAREER PATHSEp.15: Strategies for Maximizing Early Career Opportunities and Navigating Body Language in the Virtual WorkspaceEp.15 Strategies for Maximizing Early Career Opportunities and Navigating Body Language in the Virtual Workspacehttp://www.youtube.com/@CPACareerPaths
2023-11-1539 min
CPA CAREER PATHSEp.14: The CPA Journey can be OverwhelmingEp.14: The CPA Journey can be quite Overwhelminghttp://www.youtube.com/@CPACareerPaths
2023-10-3128 min
CPA CAREER PATHSEp.13: Work-Life Balance and How to Say No!Ep.13 Work-Life Balance and How to Say No!http://www.youtube.com/@CPACareerPaths
2023-09-1116 min
CPA CAREER PATHSEp.12: Accounting is the Language of BusinessEp. 12: Accounting is the Language of Businesshttp://www.youtube.com/@CPACareerPaths
2023-08-2421 min
CPA CAREER PATHSEp.11: Mastering Public Accounting: Navigating Billable Hours, Empowering Teams, Fostering Community, and Career AdvancementEp. 11: Mastering Public Accounting: Navigating Billable Hours, Empowering Teams, Fostering Community, and Career Advancementhttp://www.youtube.com/@CPACareerPaths
2023-08-1714 min
CPA CAREER PATHSEp.10: Advancing Excellence: Pursuing an MST with a CPA License for Professional GrowthAdvancing Excellence: Pursuing an MST (Master of Science in Taxation) with a CPA License for Professional Growthhttp://www.youtube.com/@CPACareerPaths
2023-08-0323 min
CPA CAREER PATHSEp.9: Tips & Advices for New CPAs and CPA MomsEpisode #9 - Tips & Advices for New CPAs and CPA Momshttp://www.youtube.com/@CPACareerPaths
2023-07-2423 min
CPA CAREER PATHSEp.8: Working Hours and Typical Days in Private vs. Public AccountingEpisode #8 - Working Hours and Typical Days in Private vs. Public Accountinghttp://www.youtube.com/@CPACareerPaths
2023-05-0231 min
CPA CAREER PATHSEp.7: We Struggle on our Individual Career so much getting to that Expert LevelEpisode #7 - We Struggle on our Individual Career So Much Getting to that Expert Levelhttp://www.youtube.com/@CPACareerPaths
2023-01-2630 min
CPA CAREER PATHSEp.6: AI Advancement Enhances and Secures Your KnowledgeEpisode #6 - AI Advancement Enhances and Secures Your Knowledgehttp://www.youtube.com/@CPACareerPaths
2022-12-1433 min
CPA CAREER PATHSEp.5: I Help Other People Reach Goals and Dreams.Episode #5 - I Help Other People Reach Goals and Dreams.http://www.youtube.com/@CPACareerPaths
2022-11-0323 min
CPA CAREER PATHSEp.4: We underestimate the amount of knowledge that we pick up when we overhear the conversation in the office.Episode #4 - "My CPA Journey" with Steve Williams, CPA, a Partner at Eide Bailly (Part 2)http://www.youtube.com/@CPACareerPaths
2022-08-0232 min
CPA CAREER PATHSEp.3: CPA license is worth in excess of $1MillionEpisode #3 - My CPA Journey - Steve Williams, CPA, a Partner at Eide Baillyhttp://www.youtube.com/@CPACareerPaths
2022-07-2634 min
CPA CAREER PATHSEp.2: There is a level of respect that comes with CPA.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.http://www.youtube.com/@CPACareerPaths
2022-07-1833 min
CPA CAREER PATHSEp.1: Every industry, there is an accountant involved.Episode #1 - "My CPA Journey" with Jessica Mcclain, CPA/CITP, CISA, PMP, CGFM.http://www.youtube.com/@CPACareerPaths
2022-07-1228 min