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!

#accountinglife #cpacareer #mentorshipmatters #smallbusinesstips #taxpreparation #roseyflaherty #professionalgrowth #careerjourney #leadershipdevelopment #financepodcast

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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

http://www.youtube.com/@CPACareerPaths

🚀 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

http://www.youtube.com/@CPACareerPaths

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

http://www.youtube.com/@CPACareerPaths

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

http://www.youtube.com/@CPACareerPaths

🚀 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

http://www.youtube.com/@CPACareerPaths

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

http://www.youtube.com/@CPACareerPaths

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!

#Leadership #BusinessStrategy #CEOCoach #AccountingCareers #Mentorship #ProfessionalGrowth #ExecutiveCoaching #CareerDevelopment #FinancePodcast #AlanWhitman #RoseyFlaherty #Podcast #WorkplaceCulture #Networking #SuccessTips

http://www.youtube.com/@CPACareerPaths

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

http://www.youtube.com/@CPACareerPaths

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

http://www.youtube.com/@CPACareerPaths

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

http://www.youtube.com/@CPACareerPaths

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/msa

In 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

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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.

🎧 Enjoyed this episode? Subscribe to our podcast for more expert tips and insights!
👍 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

http://www.youtube.com/@CPACareerPaths

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

http://www.youtube.com/@CPACareerPaths

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

http://www.youtube.com/@CPACareerPaths

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