What's Your "And"?

Cathleen Anderson runs her way to better client relationships   Cathleen Anderson is an avid runner of 5k’s and half-marathons. So much so that one time she actually them in consecutive days. Cathleen received her BS in Business Accounting from Indiana University and then went to work for a payroll processing company in her hometown of Elkhart, Indiana. She later moved to Pennsylvania where she wo...

Jason cooks up great coworker relationships   Jason Kalies grew up on a small family dairy farm in Wisconsin so he appreciates cultivating the land for fresh food. Then one day he decided to share his homemade salsa and marinades with a team visiting from out of town and deep coworker relationships were made. In this episode, we talk about whiskey, the Circus Parade in Milwaukee, growing up on a d...

Jack-of-All-Trades uses stories to connect with coworkers   I've been friends with Dave Gilbertson for almost 15 years, since we both started at PwC. He is known among his friends and coworkers for several things -- being Louie Anderson's tour manager one year, writing a published book, playing an inning of minor league baseball, interviewing the Dali Lama -- you name it , Dave has probably done i...

Jason creates stronger client relationships with CrossFit   Over the last few years, Jason Blumer has really gotten into CrossFit. And not only has it helped him get in better shape, he's also realizing there are many parallels to running your own business. So he's able to tell clients that there's no sitting down for breaks if they really want to meet their goals. Jason is now the Chief Innovatio...

Jerry's client and coworker relationships are tailor made   Jerry Folly-Kossi is a sharp-dressed man. And that isn't by accident. When he isn't busy as a financial analyst in the Business Valuation and Litigation Group at Hemming Morse, he's running his own custom menswear company, Swell Attitude. We talk about how his fashion was influenced by growing up in Paris with his family originally from t...

Bob uses fantasy football to score a lot of points with clients   Bob Lung talks about how being a fantasy football expert has lead to some fantastic business relationships. But he stresses it doesn't necessarily have to be fantasy football, his secret is tries to show a genuine interest in others. Bob is now a Controller at a company near Akron, OH but he started his career at Ernst & Young, so h...

Andrew McArthur talks about how his homebrewing and air guitar competitions create stronger bonds with coworkers. Through he stresses it isn’t important to have a “cool” hobby — you should share no matter what your hobby or passion is. I’ve known Andrew since my first day at PwC. He now works in Investment Risk Management at an Asset Management Firm in Denver, CO. In this episode, we talk about ou...

Greg jokes his way to better client relationships   Greg Kyte is a very busy man. When he isn't being a Comptroller (he was able to give himself whatever title he wanted), he is performing at comedy clubs and delivering CPE no one in the audience will soon forget. He definitely took the unconventional route into accounting. After graduating from the University of Washington, Greg moved to Utah and...

"The Dancing Accountant" dishes on how she stands out to clients Nancy McClelland loves dancing so much, when she decided to start her own firm, she called it The Dancing Accountant, LLC. She shares some great insight into how opening up to her clients about her hobby makes her seem more human and less intimidating. Being a professional 1960's Go Go Dancer was something that Nancy had always wante...

John Garrett introduces you to The Green Apple Podcast “Recovering CPA” John Garrett introduces you to The Green Apple Podcast. He shares his vision for the podcast and shares a little bit about himself. After graduating from Notre Dame, John started at PwC in St. Louis. He worked hard to pass the CPA Exam, get promoted to Senior Associate and even be selected to work on the firm’s largest Financi...