CPA CAREER PATHS

In this episode, Rosey Flaherty, CPA, MSA, welcomes Kimberly N. Ellison-Taylor, a Global Technology and Finance Leader, to share her insights on leadership, resilience, and financial empowerment. Kimberly discusses how owning your financial decisions isn’t just about numbers—it’s about confidence, accountability, and building influence.  She also dives into the importance of asking for help, learn...

In this episode, Chris Papin, CPA, Thought Leader and Business Advisor, joins host Rosey Flaherty, CPA, MSA, to explore the powerful connection between money and emotions. Chris shares why financial decisions are rarely just about numbers; they’re deeply tied to confidence, trust, and personal values.  From defining scope with clients to staying present in conversations, his perspective shows how...

  In this episode, Rosey Flaherty, CPA, MSA, sits down with Chris Papin, CPA, Thought Leader and Business Advisor, to explore why small touches are the foundation of long-term trust. Chris shares how intentional communication, defining scope, and staying present with clients can transform professional relationships.  His perspective shows that success isn’t just about technical expertise; it’s abo...

  In Episode 93, Rosey Flaherty sits down again with Keith Kenez, CPA, Tax Manager at AAFCPAs, to explore why self-care isn’t optional anymore. Keith shares how setting boundaries, protecting mental health, and finding balance have been just as important to his career as technical expertise.  His story reminds us that success is not just about titles or achievements, it’s about building a sustaina...

  In Episode 92, Rosey Flaherty sits down with Keith Kenez, CPA, Tax Manager at AAFCPAs, to share his inspiring and unconventional journey into accounting. From starting as a 40-year-old intern to becoming a CPA, Keith opens up about the challenges, mindset shifts, and lessons learned along the way. His story proves that it’s never too late to pursue a new path or redefine what success looks like....

  In Episode 91, Rosey Flaherty welcomes back Amy Vetter, CPA, CEO of The B3 Method Institute, to explore how creating focus time and protecting your energy can transform the way you work and live. Amy shares practical ways to set boundaries, why being intentional with your schedule matters, and how daily habits can help you stay grounded in what truly matters.  From managing competing demands to...

  In Episode 90, Rosey Flaherty sits down with Amy Vetter, CPA, CEO of The B3 Method Institute, to explore the power of following your path in business and life. From starting in roles she didn’t initially love, to finding meaning through curiosity and courage, Amy shares how her journey proves that success doesn’t always follow a straight line. She opens up about navigating career pivots, the les...

In this audio episode, Rosey Flaherty welcomes Favor Lee, CPA — AICPA Awardee, leader, and mentor, for an honest conversation on what it takes to grow a meaningful career. Favor shares how mastering technical skills was just the start, and how developing people skills made all the difference.  From embracing change to building strong relationships, this episode is packed with insights for professi...

  In this episode, Rosey Flaherty welcomes Favor Lee, CPA, for an insightful conversation about how the skills behind the CPA designation go far beyond numbers.  From audit floors to leadership tables, Favor shares how trust, curiosity, and empathy have shaped her approach to both business and people. She opens up about building client relationships as an introvert, handling the pressure of perfor...

In this episode, Rosey Flaherty welcomes Favor Lee, CPA — AICPA Awardee, leader, and mum, for a candid conversation about career growth, personal identity, and what it means to “have it all.” Favor shares her journey from fast-paced firms to more reflective transitions, and how she’s navigated motherhood, leadership, and career pivots along the way.  From embracing non-linear paths to finding ener...

In this episode, Rosey Flaherty welcomes Jeannine K. Brown, CEO of Everyday Lead, for an honest and impactful conversation on what it means to lead in today’s accounting world. Jeannine shares what no one prepares you for in that first year of management: how hard it is to lead without the right tools.  She explains why leadership isn’t just about performance, it’s about understanding people, sett...

Hey everyone, Rosey Flaherty here! In this insightful episode, I’m joined by Jeannine K. Brown, CEO of Everyday Lead, executive coach, and author, for a powerful conversation about visibility, advocacy, and redefining what success means in your career. Whether you’re just starting or stepping into leadership, Jeannine’s wisdom will challenge the old narratives and empower you to lead on your terms...

Hey everyone, Rosey Flaherty here! In this powerful episode, Ela Bijlani opens up about her transformation from accountant to leadership coach and how facing your fears can become your greatest tool for growth.  Her story challenges the belief that our titles define us and offers practical insights for professionals ready to lead with purpose and clarity. ✅Face your fears to grow as a speaker and...

Hey everyone, Rosey Flaherty here! In this inspiring episode, we sit down with Ela Bijlani, CPC, CPA, CGMA—leadership coach, consultant, and accounting expert—to explore what it truly means to lead with purpose and authenticity. Whether you're pursuing your CPA or exploring the world of public accounting, this conversation is filled with practical advice and real-world wisdom. ✅ Leadership i...

Hey everyone, Rosey Flaherty here! In this episode, Hillary Caplan Sefcik, CPA and Assurance Manager at CohnReznick LLP, shares the mindset shifts that helped her thrive in public accounting and how networking has played a bigger role in her growth than any single event ever could. Hillary walks us through the early lessons that shaped her leadership style, the value of hands-on learning, and why...

Hey everyone, Rosey Flaherty here! In this episode, Hillary Caplan Sefcik, CPA and Assurance Manager at CohnReznick LLP, shares her inspiring journey from aspiring broadcast journalist to accomplished accounting professional. Hillary opens up about the challenges she faced on the path to becoming a CPA, the importance of strong support systems, and how mentorship and networking helped shape her ca...

In this episode, host Rosey Flaherty talks with Precious Opaleke, CPA, MSc, Senior Tax Specialist at Lido Tax LLC, about how Precious discovered her passion for accounting by chance, overcame multiple CPA exam setbacks, and used resilience to keep moving forward. From her start in IT to working at H&R Block and joining CalCPA, her story highlights the power of persistence and community support...

Hey everyone, Rosey Flaherty here! 🎧 In this episode, Precious Opaleke, CPA, MSc, Senior Tax Specialist at Lido Tax LLC, joins me to share her inspiring journey from IT to accounting and what it takes to succeed in the CPA world. ✅ How a chance encounter led Precious to discover her passion for accounting ✅ The vital role of mentorship and community in shaping a successful career ✅ Real talk a...

Hey everyone, Rosey Flaherty here! 🎧 In this episode, Marcus Rien, CPA, Fractional/Interim CFO & COO, joins Rosey Flaherty to talk about what it takes to build a meaningful and flexible career in today’s accounting landscape. ✅ Why patience is one of the hardest but most essential entrepreneurial traits ✅ How Wave CPAs is helping reduce admin load and empower CPAs ✅ The importance of commu...

Hey everyone, Rosey Flaherty here! 🎧In this episode, Marcus Rien, CPA, Fractional/Interim CFO & COO, joins Rosey Flaherty to explore how excellence, when practised consistently, can shape your career, leadership, and impact in the world of accounting. ✅ Why striving for excellence is about consistency, not perfection ✅ How to avoid burnout while still aiming high ✅ The power of balance: un...

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...

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...

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...

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 stud...

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...