Next Level Accountant

In this episode, I take you behind the scenes of my business and the real journey behind my career. I walk through how my work has evolved over the last decade including what has worked for me and what hasn't (yet). This is the most I ever shared about how I built a career that fits my life as a remote solopreneur, a mom, and a military spouse.  If you’ve ever felt behind or like your path is not...

Welcome back to Next Level Accountant. It's a new season, new energy, new state… and honestly, a very overdue catch-up. In this episode, I'm kicking off Season 2 by letting you in on what's been going on during the break: moving (again), getting settled in North Carolina, rebuilding the business while dealing with licensing. This has been a very "figure it out as we go" season for me and my family...

In this episode, Megan is skeptical about the hype around AI potentially passing the CPA exam. She discusses how generative AI models score high on practice test content but explains why this doesn't equate to passing the real thing. By examining the CPA scoring system and the intricacies involved, Megan highlights the enduring necessity of human expertise and personalized professional advice in a...

In this episode, Megan breaks down the essential generative AI skills every accountant should master today, from understanding how it works to using voice tools for efficient brainstorming. She also explains how to analyze technical documents with AI and the importance of choosing a suitable model for your tasks. Tune in for a quick, actionable overview of the GenAI skills that will keep you ahead...

In this episode, Megan delves into the challenges and strategies for CPA and CMA exam candidates resuming their studies after unexpected breaks. From personal experiences to practical tips, learn how to overcome setbacks and re-engage with your exam preparation effectively. Megan provides insights into adjusting study plans, leveraging new resources, and dealing with emotional hurdles, offering mo...

In this episode, join host Megan as she delves into the exciting world of no-code solutions and the latest developments in artificial intelligence (AI). Discover how no-code tools empower accountants to create and innovate without requiring extensive technical computer science skills, making efficiency more accessible than ever. From building sophisticated websites to creating unique logos with ge...

In this episode, Megan delves deep into the CPA Exam. She shares invaluable tips and strategies for candidates, from where to start if you're considering taking the CPA Exam to how to optimize your studying to maximize your exam score. Whether you're a first-time taker or retesting, this episode is a treasure trove of guidance. Dive in as Megan demystifies what's on the exam, offers study techniqu...

In this episode, we dive into the transformative world of generative AI and its potential far beyond just writing assistance. Join us as Megan discusses her evolving mindset about AI technology, sharing insights into its applications and limitations. Discover how this technology is changing the accounting landscape and the critical role professionals play in responsibly harnessing its power. Resou...

In this episode, we discuss generative AI and ChatGPT. Megan shares how she uses this technology and her mindset about when to use it. However, she highlights its limitations, particularly in dealing with technical content. She encourages professionals to incorporate their expertise to avoid generic results. Despite its drawbacks, generative AI can be a valuable tool when used thoughtfully. Show n...

In this episode, we dive deep into overcoming failures, specifically focusing on the challenges of passing the CPA Exam. The host shares personal experiences of facing hurdles and redirections in her life and how a powerful mantra helped her persist through difficult times. Learn valuable lessons about mindset shifts and the importance of wanting success more than fearing failure. The host shares...

In this episode, we address the anxieties surrounding the CPA exam transformation, specifically the upcoming changes to the Business Environment and Concepts (BEC) section. Our host, Megan, a seasoned CPA, assures listeners that these changes are not the end of the world but rather an opportunity to start fresh. She goes in-depth on what the changes mean, the motivation behind them, and how they c...