CPA CAREER PATHS – Details, episodes & analysis

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CPA CAREER PATHS

Rosey Flaherty, CPA, MSA

Business

Education

Frequency: 1 episode/15d. Total Eps: 120

Welcome to the CPA Career Paths Podcast, your ultimate guide to success in the world of accounting and the CPA profession. Join us as we dive into invaluable tips, insightful advice, and real-life CPA journeys, covering everything from conquering the CPA exam to achieving your dreams in the dynamic world of finance.

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http://www.youtube.com/@CPACareerPaths
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http://www.youtube.com/@ericko.bellcpa3486
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https://www.amazon.com/Living-Healthy-strategies-spiritually-financially/dp/B09FC6G7ML
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http://chapman.edu/msa
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Score global : 53%

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Ep.65: Be the manager you wish you had

Episode 65

Monday, February 10, 2025 • Duration 33:05

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

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Ep.64: Building A Career in Accounting

Episode 64

Monday, February 3, 2025 • Duration 35:03

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.

Ep.63: Trust as Accounting's Foundation

Episode 63

Monday, January 27, 2025 • Duration 23:27

🎙️ 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.

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 DoctorComparing the role of a CPA to that of a doctor, focusing on the shared responsibility and trust in both professions.

Ep.62: Leadership, Growth and Career Insights

Episode 62

Monday, January 20, 2025 • Duration 24:16

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

Ep.61: Mastering Excel for Career Success

Episode 61

Monday, January 13, 2025 • Duration 31:00

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.

Ep.60: Mastering Excel Skills for CPAs

Episode 60

Monday, January 6, 2025 • Duration 24:34

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 ExcelJeff highlights the top reasons why Excel proficiency is crucial for professionals, emphasizing career growth and problem-solving skills.19:21 - Advice for Aspiring CPAsPractical advice and tips for individuals aspiring to become CPAs, drawn from Jeff’s own experiences in the field.21:33 - Common Excel Mistakes to AvoidJeff 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

Ep.59: Eventually money will come

Episode 59

Monday, December 30, 2024 • Duration 35:00

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

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Ep.58: Beyond Numbers, Well-Rounded Professionals

Episode 58

Monday, December 23, 2024 • Duration 32:52

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

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Ep.57: Public accounting tested my limits.

Episode 57

Monday, December 16, 2024 • Duration 31:40

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

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Ep.56: Grow & Nurture Professional Networks

Episode 56

Monday, December 9, 2024 • Duration 37:47

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

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CPA CAREER PATHS – Details, episodes & analysis

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CPA CAREER PATHS – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

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Amazon1

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Youtube2

Amazon1

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