The Young CPA Success Show

“Breakfast really is the most important meal of the day because it's breaking your fast, allowing your body to use the food to rebuild muscle and do all these wonderful things it needs to do. By eating breakfast within 1 to 2 hours of waking, it helps regulate your hormones so you're less stressed, more apt to have a balanced metabolism, and you have the energy to support your most active parts of...

“You can't avoid regrets, but you can avoid certain regrets by really seeking advice and making the best decision you can with the information you have.” – Traci Barrett   The finer details of this episode: Evaluating the whole picture of one's life before making career changes Setting clear goals and maintaining a balance between future aspirations and present contentment Challenges of execution...

“The key to managing effectively is to look at each person as an individual and find out what they're really good at.” – Chris Williams The finer details of this episode: ●Challenges faced by middle-level managers, such as the lack of adequate management education ●Gap in emotional intelligence at middle-level management and the value of empathy in leadership ●Transitioning from manager to managin...

Importance of work friends and their potential for lifelong connections Importance of disconnecting and setting healthier boundaries with work Groups and initiatives at Anders that foster personal connections and relationships    Episode resources: Summit Virtual CFO by Anders website:  https://www.summitcpa.net/ Email us with questions or if you’d like to be a guest on the show:  youngcpasuccesss...

"I don't think that AI could ever replace human connection. I don't think it could ever replace that piece and that value, especially for us as we lean into what we do for our clients." – Hannah Hood   The finer details of this episode: Fear and potential impact of AI on human connection Automation of technical skills in accounting Importance of developing soft skills that AI cannot replace Need f...

“One thing that we have noticed is that a lot of CPAs and CFOs and people in the financial industry are getting called on to answer ESG questions, and particularly smaller CPA firms because ESG is trickling down.” -Kai Gray   The finer details of this episode: Importance of education in the ESG space Importance of accountants in reporting and advising on ESG initiatives Influence of consumers, inv...

 “I went through life going through the motions. Around 30, I accomplished everything I set out to do. It was then that I realized it was time for me to choose to work on my life and be me, rather than doing things I thought I was supposed to do. I hit the delete button and everything in my life started fresh, realizing what matters most and clarifying who I am.” – Bob Shenefelt   The finer detail...

"Home Alone is a family movie, and nothing is more important during Christmas than your family." – Jamie Nau Episode resources: Summit Virtual CFO by Anders website:  https://www.summitcpa.net/ Email us with questions or if you’d like to be a guest on the show:  youngcpasuccessshow@anderscpa.com We’re hiring! Check out our open positions: https://www.summitcpa.net/career-opportunities Facebook - h...

"The choice to change your story always happens inside your own heart and inside your own mind." -Jeff Bartsch   The finer details of this episode: Identity and its relevance to young accounting professionals Imposter syndrome and its impact on shaping identity in the accounting industry The power of mindset in shaping identity and career trajectory The importance of storytelling and narrative in...

“As a firm owner, I'm really trying to change the focus and the lens of the industry, especially for those who are just starting out their career in public accounting.” – Kristen Keats   The finer details of this episode: Finding joy in accounting Management's role in fostering employee satisfaction Career paths and exploration within the accounting field Providing opportunities for growth and adv...

“There are more career paths today than ever before in the industry.” -Dave Hartley    The finer details of this episode: Shift in the accounting profession toward adding value  Positive changes in the industry, such as an employee-focused approach  Opportunities and resources available to young professionals  Changing perceptions about the profession    Episode resources: Summit Virtual CFO by An...

“Frame your mind to think that you don't need to do everything and achieve everything to be viewed as competent; high performance has been the anchor or the cornerstone for everything that we do professionally. But what does viewing it differently like? ‘How am I impacting others? How do I use this opportunity for something good?’ That’s a growth mindset.” - Victor Ojeleye   The finer details of t...

“We have this wonderful profession, but we don’t teach anyone the history of it.” – Blake Oliver   The finer details of this episode: Frustration with outdated curriculum and lack of technology integration in accounting education Discussion on the role of the CPA exam and its requirements Next generation of accountants and their entrepreneurial mindset, such as their need for meaningful work and s...

“It’s important to understand that every single person around you is experiencing the world in a very different and unique way.” - Josh Miller The finer details of this episode: Discussion on the importance of psychological safety in the corporate world Navigating hard conversations in a healthy and productive way Overcoming imposter syndrome and claiming one's authority Importance of being seen,...

The finer details of this episode: Importance of positive client interactions and finding data points that resonate Challenges of recruiting new accountants and the growing gap in the industry  Unique aspects of working as a tax CPA and the unique structure of Summit’s tax department  Episode resources: Summit Virtual CFO by Anders website: https://www.summitcpa.net/ Email us with questions or if...

"When you sit across the table or on a Zoom call with a client and you're having a conversation about a project that you went through and that client acknowledges that there’s no way they could have done it on their own, and they really see the value in your partnership, that's what becomes really satisfying in this profession. When you can get to a point where you can really make a difference in...