The Young CPA Success Show

Episode Title: Ethical Accounting in the Age of Automation: Insights from Bench's Shutdown Episode Summary: Tom and Jesse from FinOptimal return to the show to discuss the Bench shutdown with Hannah and Joey. Along the way they discuss the rise of AI in the industry, changes to the 150 CPE credit rule, memes, and how CPAs can better convey what they do to clients. The conversation underscores the...

Episode Title: Insights on Navigating Busy Season Episode Summary: In this podcast episode, Joey and Hannah delve into the rigors of busy season in the accounting industry, discussing the personal and professional challenges it presents. They share their experiences with long hours, work-life balance, and the need for industry change. While highlighting the importance of leadership in creating sus...

Episode Title: Defined Benefit Plans Demystified: Expert Insights for Young CPAs with David Podell Episode Summary: Co-host Hannah shares her experiences with tax planning and defined benefit plans, setting the stage for guest expert David Podell from Business Benefits Consultants. David demystifies defined benefit plans, emphasizing their relevance and tax advantages. The discussion covers identi...

Episode Title: Bridging the Generational Gap: Transforming Leadership for a New Era with Madeline Miller Episode Notes : In this episode of the Young CPA Success Show, the host and co-hosts Joey and Hannah discuss the challenges faced by young professionals, particularly in accounting, with guest Madeline Miller, a coach with a background in law and entertainment. They explore generational stereot...

Episode Title: 2024 Year in Review Episode Notes : In our year end wrap up: Jody, Brett, Tom, Hannah, and Jamie share favorite moments from the show, podcasting resolutions and holiday gift wishes. the hosts reflect on personal anecdotes and provide their aspirations for the upcoming year. They also introduce a new behind-the-scenes team member. "It’s super common for us to go into a conference an...

“It’s just so important to show up positive, to show up kind, to just put forth the best that you can because you just don’t know what’s going on in the background.” – Hannah Hood   The finer details of this episode: Guidance for young accounting professionals in their early careers Importance of mindset and adaptability in navigating change within the accounting profession Personal anecdotes high...

“We need to get the phrase ‘exit planning’ out of our vocabulary. I like to call it business transition planning or transitioning you from wherever you are today to wherever you want to be.” – Adam    The finer details of this episode: Importance of fiduciary responsibility in financial planning. Relationship dynamics between financial advisors and CPAs. Challenges and implications of fiduciary pr...

“You have to demonstrate that you care—not only to those whom you're working for but also to the clients and customers that you work with. Every customer, every client, has to think that they are your priority.” – John Scott   The finer details of this episode: Journey of young accounting professionals in establishing their careers. Identifying and demonstrating interest in a specific niche within...

“One thing that I love so much about this firm is that you've got the resources and the leadership to back you up when it comes to trying something new.” – Trey Meier    The finer details of this episode: Current state of recruiting at Anders accounting firm Firm's growth and expansion beyond St. Louis Strategies for attracting entry-level and experienced professionals Importance of company cultur...

In this special episode of The Young CPA Success Show, four speakers with Halloween-themed personas—Jamie Nightmare, Hannah Hexed Hood, Adam Haunted Hale, and Joey Killing Kenny—engage in a lively draft-style discussion about their favorite Halloween movies. Jamie, the enthusiastic host, sets the stage and outlines the draft rules. Hannah humorously admits her limited horror movie experience, whil...

“I was stressed out, cranky, grouchy, and missing family events. That was the catalyst for me to figure out how to get Excel to do all the things I was doing manually.” – Jeff Lenning    The finer details of this episode: Importance of Excel skills for young accounting professionals Gaps in Excel training within college education for accounting students Personal experiences of speakers regarding E...

“Finding a good mentor can be hard, but it is such a big deal. My internship opened my eyes to all the possibilities the industry has to offer.” – Chayton Farlee    The finer details of this episode: The need for modernizing content delivery methods in the accounting profession. The potential of using platforms like TikTok and LinkedIn to engage younger audiences. The importance of mentorship and...

“I had a ton of imposter syndrome coming into this. It was severe, but it's been such a bright light in my life and career, getting to have honest conversations with folks.” – Hannah Hood   “If that is something that you're interested in, do the damn thing.” – Joey Kinney   The finer details of this episode: Importance of creating content tailored for young accounting professionals. Discussion of...

“I want to make sure that whatever we create, it's not only conducive for my lifestyle but for my entire team.” – Jody Grunden   The finer details of this episode: Transformation of the accounting profession Changing perceptions within the accounting industry Importance of personal relationships and communication in professional success Experiences and challenges faced in public accounting and cor...

“Everyone in the accounting industry talks the lingo, the foreign language of accounting. We know what we're talking about. But, for our clients, most of them don’t. It’s our job to help them understand by translating our technical jargon into something simpler.” – Peter Margaritis, CSP, CPA   The finer details of this episode: Importance of communication and storytelling skills for accountants Tr...

“We want to have conversations that are meaningful, that are impactful, and I can guarantee you that we are walking away from these conversations trying to implement these in our organization and our community.” – Ayo Owodunni   The finer details of this episode: Importance of inclusive leadership and challenges in embracing diversity, equity, and inclusion (DEI) initiatives Business case for DEI...

"My vision is to have a boutique crypto accounting and tax firm. I want to be the premier crypto accounting firm in the U.S., maybe in the world." – Mackenzie Patel   The finer details of this episode: Bold career decisions and experiences in the accounting industry Mackenzie Patel's focus on cryptocurrency and AI in her accounting firm, Hash Basis Mackenzie's journey from considering a career in...

“When it comes to mentoring, it takes a big-picture approach to understand that you're just learning and gaining that expertise. You're being mentored to climb the ladder. You're being pulled up and building that expertise, but  you're also pulling people with you. During that time, it doesn't mean that you don't know anything. You're able to pay forward the expertise that you have.    For example...

“In the American workplace, 80% of workers feel stress on the job, and nearly half say they need help in learning how to manage stress. If your people are stressed and they're not talking to you about it, that's a clue that you need to change something in your organization.” – Joey Kinney   The finer details of this episode: Stress management in the workplace and at home Challenges of setting boun...

“If you sit down and really make sure that your profile resonates and is truly you, it feels good, and you smile. Ultimately, you become a person who doesn't have to look for a job. Jobs find you. You become a person whose phone rings because there are opportunities, because people know you, remember you, have worked with you, and they want to work with you again.” —Donna Serdula   The finer detai...

“People are not black and white; they are nuanced, with different needs and communication styles. I really try to teach my managers and leaders that you have to learn how to communicate, not just say what you want and then move on. This is especially important in a remote environment.” -Cory Gayman    The finer details of this episode: Challenges and benefits of remote work in the accounting indus...

The finer details of this episode: Differences between CMA (Certified Management Accountant) and CPA (Certified Public Accountant) exams/certifications  Applying knowledge from school, exams, and work experience in current role Challenges and loopholes in meeting the 150-hour rule  Importance of practical work experience and technology in the industry   Episode resources: Summit Virtual CFO by And...

The finer details of this episode: Evolution of accounting software and early career experiences Importance of embracing change and innovation in the industry Leveraging technology to streamline accounting processes Challenges and opportunities in early career development   Episode resources: Summit Virtual CFO by Anders website:  https://www.summitcpa.net/ Email us with questions or if you’d like...

“A conflict means something important is at stake. Empathy has an inverse relationship to conflict; the higher the conflict, the empathy bucket goes out because we're living in our own pain points.” -Carol Bowser   The finer details of this episode: ●       Need for conflict-resolution skills in the workplace ●       Navigating conflicts in a remote work environment ●       Recognizing generationa...

● Transitioning from traditional accounting to consulting and advisory roles ● The value of diverse skills in the accounting profession ● Importance of self-reflection and seeking feedback in career decisions ● Networking and building connections in the accounting industry ● Adapting to new challenges and opportunities, including remote work ● Professional advice on delegating and trusting the tea...