CPA CAREER PATHS

🚀 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&apo...

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...

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 a...

🚀 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 jour...

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 epis...

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...

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 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 p...

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 i...

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?...

🎙️ 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 Pres...

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...

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 emphasi...

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 disc...

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 stra...

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 - Ada...

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 & Mala...

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 web...

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. Disc...

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 Ti...

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 U...

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

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