CPA Life

Geraldine Carter's background in engineering and adventure travel informs her gusto and skill for identifying and solving problems, and her experience in founding her own business led her to realize the challenges many CPAs face as business owners themselves. She talks to John Randolph on part 1 of this two-part episode of CPA Life about those challenges, and her coaching of CPAs on how to simplif...

Zane Stevens co-founded Protea Financial, an accounting firm focused on the wine industry, and it was remote from the beginning. He talks to John Randolph on Episode 18 of CPA Life about how this allowed him to treat employees like adults and provide flexibility in their roles. He also emphasizes the benefits of niche focus, arguing that firms that try to be everything to everyone often underdeliv...

Shannon Badger, co-founder of Badger CPA, joins John Randolph on Episode 17 of CPA Life. A fast-growing accounting firm founded in 2015, Badger has been recognized as one of the best firms to work for by Accounting Today and as one of the fastest growing businesses by Inc. Shannon discusses how they have achieved this rapid growth while prioritizing people over profits. They started small and buil...

Michael Meihaus, founder of Meihaus CPA, returns to CPA Life for episode two of this special series. John Randolph picks back up on Michael's social media post of the 16 things he wishes he'd known when he started his accounting career, and Michael talks more about the lessons he learned from founding his own firm after ten years in public accounting. Of utmost importance is building relationships...

Michael Meihaus started Meihaus CPA in 2022. He had many motivations, but a particularly unpleasant experience with a client where his wellbeing was pitted against the client's dollars was among the major reasons. In part one of this special two part episode of CPA Life, Michael talks to John Randolph about the insights he's gained in his ten years in accounting—things he knows now that he wishes...

Tram Le took a unique path to becoming an accounting professional, passing up an opportunity to play tennis professionally and becoming an attorney along the way. On Episode 14 of CPA Life, she tells John Randolph more about TaxOps, where she serves as State and Local Tax Manager and the theme of a different approach to accounting continues. SALT is an oft-forgotten practice area but, Tram explain...

John Briggs had his first taste of Big Four accounting life while he was still in college, and he immediately saw so many ways in which the traditional firm model didn't work. On Episode 13 of CPA Life, he discusses how this and other experiences made him set out to create a distinctive, human-focused firm by founding Incite Tax. An advocate of scientific, results-based techniques for getting the...

This special two-part episode of CPA Life concludes with Amber Setter of Conscious Public Accountants rejoining John Randolph to delve back into their wide-ranging and insightful conversation. They focus on changes that need to happen and breaks that need to occur from the "old ways" of doing things, covering the integration of remote working into the accounting profession, how coaching plays a ro...

Amber Setter of Conscious Public Accountants started out her career in public accounting, and as time passed, she noticed more and more things that needed fixing in the profession. Currently serving as Chief Enlightenment Officer and Executive Leadership Coach, she talks about the importance of coaching in the profession, the benefits it conveys, and how so many problems in the profession are tied...

When Marcus Dillon of Dillon Business Advisors first branched out from his career, which included a stint with a Big Four firm, he realized that he had "recreated the monster" that sucked away all his time and energy in his new venture. Because his goal had been to take control of his life by doing things differently as a business owner, he took stock of what had happened and made the adjustments...

O&S CPAs continues to build on a quarter-century legacy to create a culture that has allowed them to be recognized as a Best Firm to Work For on a national, regional and local basis. Their outside-the-box thinking has allowed them to continue to grow – and sustain that growth – with very little turnover and a firm culture that embraces employee individuality. Paul Scholz talks about how they have...

What's Your "And?" That's more than just a question, it truly is what fuels you and gives you the passion to do what it is that you do each day of your life. While many people try to be defined by the title on their business card, Corporate Culture Catalyst and Award-Winning Author John Garrett started his career as a Big 4 auditor, but what truly provided fuel for his fire early on was a passion...

What happens when a couple of guys who spent time at a traditional public accounting firm get together over a few beers to discuss what frustrates them about their jobs? How about the birth of a new-breed CPA firm, Market Street Partners , that has been recognized in recent years by Accounting Today , Inside Public Accounting and the Chattanooga Times as one of the fastest growing and best CPA fir...

After building and selling his fully remote CPA firm in less than four years, Mark Stovel has taken his lessons learned and has spent the last year creating a new project –  CPA Firm Accelerator – a consulting firm focused on teaching others how to do the same thing. Mark brings a fresh perspective to many of the challenges facing today's public accounting firm leaders.

Jeff Trapp has built The Tax Planning Pros into one of the new-breed advisory/consulting firms that continue to grow and scoop up market share in the ever-growing tax planning, consulting and advisory space that most traditional CPA firms have failed to capture. With a focus on putting SMBs in the R/E space in a position to limit their tax exposure proactively, while also keeping "crazy" tax seaso...

The century-old CPA firm partnership model has not changed since, well, the beginning of time –until now! Chase Birky lived through that seriously broken model, and in 2015 took the first step to challenge conventional wisdom and build out a fully distributed workforce through Dark Horse CPAs that puts the power of growth, service delivery, and work-life balance where it should be – in the hands o...

In 2017, Carrie Bradshaw was sitting in a partnership role with a successful, well-establish Austin-based CPA firm. The only problem was that Carrie continued asking herself the question any innovator consistently asks - "Is There A Better Way?" Her answer was a wholehearted YES!   Links: CD Bradshaw & Associates website

Originally built as a "traditional" CPA firm, Cohesion Companies, led by Managing Member John Mark Prewitt, has morphed into a leading Business Advisory and Client Accounting Services firm that, oh by the way, also handles complex tax planning, consulting and strategy issues for their clients. This simple flip has contributed to a 150% growth in the last year all while building an employee-focused...

Not Your Father's Bean Counters! This is a perfect way to describe what Tim Petrey and his leadership team have built over the last decade. Based in Youngstown, OH, HD Davis has been recognized several times as one of Accounting Today's Best Firms to Work For in the country and was recently named the #1 Best Firm for Women in the Country.   Links: HD Davis Website