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Explore every episode of the podcast CPA CAREER PATHS

Dive into the complete episode list for CPA CAREER PATHS. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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TitlePub. DateDuration
Ep.65: Be the manager you wish you had10 févr. 202500:33:05

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

Ep.64: Building A Career in Accounting03 févr. 202500:35:03

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.

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, 

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

Ep.63: Trust as Accounting's Foundation27 janv. 202500:23:27

🎙️ 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.

✨ 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



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

Ep.62: Leadership, Growth and Career Insights20 janv. 202500:24:16

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





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

Ep.61: Mastering Excel for Career Success13 janv. 202500:31:00

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.

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 Skills for CPAs06 janv. 202500:24:34

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 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 come30 déc. 202400:35:00

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

Ep.58: Beyond Numbers, Well-Rounded Professionals23 déc. 202400:32:52

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

Ep.57: Public accounting tested my limits.16 déc. 202400:31:40

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

Ep.56: Grow & Nurture Professional Networks09 déc. 202400:37:47

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

Ep.55: Appreciation matters most during hardships02 déc. 202400:38:02

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.25 nov. 202400:25:47

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

Ep.53: Happiness thrives beyond money’s role18 nov. 202400:31:26

01:26 - Career Transition: Life After Deloitte
09:59 - Key Skills for Aspiring Accountants: What Students Should Focus On
14:28 - Supporting Students in the AI Era: Insights from a Professor
16:25 - Essential Skills for Post-Graduation Success in Accounting
24:25 - Balancing Ministry and Accounting: How They Shape Each Other
26:48 - Hidden Hobbies: Surprising Interests Beyond Work
29:07 - Final Tips and Advice for Young Accountants

Check out Erick's Youtube: http://www.youtube.com/@ericko.bellcpa3486

Check out Erick's Book: Living Healthy: Six Simple Strategies to Achieve a Healthy Life Spiritually, Physically, and Financially. (Link: https://www.amazon.com/Living-Healthy-strategies-spiritually-financially/dp/B09FC6G7ML)

This episode is proudly sponsored by Chapman University's Argyros College of Business and Economics, located in beautiful sunny Southern California. Discover more and apply today at Chapman.edu/MSA.

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

Ep.52: Oooohh!!! Moments Make Teaching Rewarding11 nov. 202400:30:29

Ep.52 Oooohh!!! Moments Make Teaching Rewarding

Check out Erick's Youtube: http://www.youtube.com/@ericko.bellcpa3486

Check out Erick's Book: Living Healthy: Six Simple Strategies to Achieve a Healthy Life Spiritually, Physically, and Financially. (Link: https://www.amazon.com/Living-Healthy-strategies-spiritually-financially/dp/B09FC6G7ML)

This episode is proudly sponsored by Chapman University's Argyros College of Business and Economics, located in beautiful sunny Southern California. Discover more and apply today at Chapman.edu/MSA.

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

Ep.51: Relevancy grows with adaptive thinking04 nov. 202400:44:40

Ep.51: Relevancy grows with adaptive thinking

This episode is proudly sponsored by Chapman University's Argyros College of Business and Economics, located in beautiful sunny Southern California. Discover more and apply today at Chapman.edu/MSA.

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

Ep.50: Declining CFO offer; prefer Controller role28 oct. 202400:35:31

Declining CFO offer; prefer Controller role

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

Ep.49: With a forward-thinking, strategic, and optimistic mindset, we turn challenges into opportunities.21 oct. 202400:38:59

Ep.49: With a forward-thinking, strategic, and optimistic mindset, we turn challenges into opportunities.

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

Ep.48: Human connection is what people love the most.15 oct. 202400:22:35

Ep.48: Human connection is what people love the most.

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

Ep.47: Impossible until it's Inevitable07 oct. 202400:40:58

Ep.47: Impossible until it's Inevitable

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

Ep.46: People want to feel the value and a sense of purpose.30 sept. 202400:29:41

Ep.46: People want to feel the value and a sense of purpose.

Timeline: 

03:12 - Why Choose an Accounting Major?

04:34 - First Job After College in Accounting

08:30 - Current Generation’s Needs in the Accounting Profession

10:57 - Promotion Timeline for Experienced Staff from Different Backgrounds

13:58 - Career Change: Transition from Cooper to Anderson

17:43 - Essential Negotiation Skills for Accountants

20:42 - The Circular Career Path of Accounting Professionals

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

Ep.45: Having a network is an intangible asset that you can't put a value on it. It's priceless.23 sept. 202400:33:32

Ep.45: Having a network is an intangible asset that you can't put a value on it. It's priceless.

00:00 - Transitioning from a Regional Accounting Firm to a National Firm: Key Experiences and Insights

02:59 - Did You Always Aspire to Own Your Own Accounting Firm?

04:55 - How Long Did It Take to Prepare for the Launch of Your Own Accounting Firm?

08:26 - Networking Tips and Strategies for Accounting Professionals

16:19 - Becoming a Speaker in the Accounting Industry: How It All Started

21:42 - Essential Tips and Advice for Young Accounting Professionals

24:25 - How Do You Spend Your Free Time?

26:47 - Achieving Work-Life Balance as an Accounting Professional

29:26 - How to Effectively Say "No" in a Professional Setting

32:19 - What’s the One Gift You Would Like People to Give You?

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

Ep.44: Why? Why are we doing this?16 sept. 202400:31:12

00:00 - Introduction

03:25 - Why Choose Accounting as a Major? Early Career Insights

08:06 - Transferable Skills from Manufacturing to Accounting

10:06  - How Auditors Convinced Me to Join the Audit Profession

12:01  - Internship Experience with 2 Years of Professional Background

13:28 - Transition from Audit Intern to Audit Associate: What to Expect

15:20  - Memorable Client Experiences as an Audit Associate

20:03 - Career Advice: Finding Your Passion and Professional Path

22:50 - How Data Analytics Enhances Client Audit Work

24:46 - Leveraging AI for Data Analytics in Auditing

28:11  - How to Get Your Team Onboard with Data Analytics

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

Ep.43: We should make more money and work less hours.10 sept. 202400:32:55

00:20 - Why is staff training crucial for business success?

02:01 - How does job satisfaction boost leadership and performance?

05:58 - What are the top challenges staff face with new technology?

09:10 - How can training help new employees quickly adapt to the digital workplace?

13:08 - How do leaders maintain a healthy work-life balance?

20:19 - What are the best strategies for setting and maintaining professional boundaries?

21:42 - What was the biggest challenge when transitioning between leadership roles?

24:51 - How can companies overcome talent shortages and retain top employees?

29:42 - What advice would you give to young professionals entering the workforce?

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

Ep.42: Climb to the top of the building and realize that I’m standing on the top of the wrong one.26 août 202400:33:11

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

Ep.41: If you just get in the industry, you want to be a sponge.19 août 202400:30:03

Ep.41: If you just get in the industry, you want to be a sponge.

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

Ep.40: CPA Exam Tips - Start with Output, Not Materials12 août 202400:32:52

Ep.40: CPA Exam Tips - Start with Output, Not Materials

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

Ep.39: Our job is going to be safe as long as humans have emotions.05 août 202400:37:18

Ep.39: Our job is going to be safe as long as humans have emotions.

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

Ep.38: Black Friday in Public Accounting31 juil. 202400:23:32

Ep.38 Black Friday in Public Accounting

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Ep.37: Everybody has the same amount of time. We just need to learn how to manage it more effectively.24 juil. 202400:29:13

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

Ep.36: Being in military and having things blown up and getting shot at is a whole different level of suck!17 juil. 202400:32:45

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

Ep.35: You have no ideas about how good you are going to be at something until you give it a try!10 juil. 202400:31:19

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

Ep.34: I prefer to see people change and then eventually find what they want03 juil. 202400:28:04

Eps.34 I prefer to see people change and then eventually find what they want

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Ep.33: Master of Your Destiny26 juin 202400:26:07

Ep.33: Master of Your Destiny

In this podcast, we dive into key aspects of growing your accounting career. We discuss partnering experiences and share valuable insights on merging with another firm, highlighting the benefits and challenges of such collaborations. We also offer essential tips tailored for young and emerging accountants. Whether you're looking to advance your career, considering a partnership, or just starting out in the accounting field, this video provides practical advice and expert guidance to help you succeed. Don't miss out on these crucial insights that can shape your professional journey in accounting.

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Ep.32: Am I worth the money that I'm charging somebody else?19 juin 202400:24:20

Ep.32: Am I worth the money that I'm charging somebody else?

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Ep.31: How do I sell my experience without talking about how long I've been doing it.12 juin 202400:33:04

Ep.31: How do I sell my experience without talking about how long I've been doing it. 

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Ep.30: Artificial Intelligence will ELEVATE Jobs!05 juin 202400:38:47

Artificial Intelligence will ELEVATE Jobs!


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Ep.29: It's not one size fits all. It's not one path. It's not one end game. Choose your own adventure.24 avr. 202400:28:00

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

Ep.28: Accounting Language + Technical Language = A Good Marriage17 avr. 202400:39:51

Ep.28: Accounting Language + Technical Language = A Good Marriage

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

Ep.27: CPA is the highest bar in our profession. The top designation!10 avr. 202400:29:45

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

Ep.26: One of the biggest things to keep the clients happy is responsiveness03 avr. 202400:28:57

Ep.26: One of the biggest things to keep the clients happy is responsiveness


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Ep.25: You have to build in trusts and relationships with people27 mars 202400:29:24

Ep 25: You have to build in trust and relationship with people

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Ep.24: We need Technology to help us innovate. We need to innovate to Transform the world!06 mars 202400:41:12

Ep.24: We need Technology to help us innovate. We need to innovate to Transform the world!

With over 40 years in public accounting, Jim is now CEO of BPM, a leading California-based CPA firm. His journey from Audit Manager at Deloitte to COO at Rehmann, where he oversaw substantial growth through mergers and acquisitions, has equipped him with invaluable expertise. At BPM, Jim is focused on maintaining the firm's esteemed reputation while driving growth and profitability. Ranked among the top 50 accounting firms nationally, BPM has garnered recognition as the Number One Best Large Accounting Firm to Work for by Accounting Today. Jim's dedication extends beyond his professional role, as he also serves as a Board Member of the Bay Area Council.

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

Ep.23: Accounting is a People Thing28 févr. 202400:35:00

Ep. 23: Accounting is a People Thing

With over 40 years in public accounting, Jim is now CEO of BPM, a leading California-based CPA firm. His journey from Audit Manager at Deloitte to COO at Rehmann, where he oversaw substantial growth through mergers and acquisitions, has equipped him with invaluable expertise. At BPM, Jim is focused on maintaining the firm's esteemed reputation while driving growth and profitability. Ranked among the top 50 accounting firms nationally, BPM has garnered recognition as the Number One Best Large Accounting Firm to Work for by Accounting Today. Jim's dedication extends beyond his professional role, as he also serves as a Board Member of the Bay Area Council.

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

Ep.22: Put Your Family First. Put Your Oxygen Mask on First.21 févr. 202400:24:35

Ep.22: Put Your Family First. Put Your Oxygen Mask on First.

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

Ep.21: Ask questions. Be curious. Communicate. Love what you do!14 févr. 202400:25:36

Ep.21: Ask questions. Be curious. Communicate. Love what you do!

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

Ep.20: Be Genuine. Be Authentic. Be Nice. Help Other People. Enjoy Life. Have Fun31 janv. 202400:43:38

Ep.20: Be Genuine. Be Authentic. Be Nice. Help Other People. Enjoy Life. Have Fun

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

Ep.19: If you want to get something done, give it to somebody who is the busiest17 janv. 202400:31:10

Ep.19 If you want to get something done, give it to somebody who is the busiest

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

Ep.18: You can't do this alone. You need the supporting system.02 janv. 202400:23:08

Ep.18: You can't do this alone. You need the supporting system.

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Ep.17: I Train My Kids How to Understand Money20 déc. 202300:18:33

Ep.17: I Train My Kids How to Understand Money

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Ep.16: Is Choosing a Career at Big 4 always a Wise Move?05 déc. 202300:23:02

Ep. 16: Is Choosing a Career at Big 4 always a Wise Move?

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