CPA CAREER PATHS

PODCAST · business

CPA CAREER PATHS

  Welcome to the CPA Career Paths Podcast, your ultimate guide to success in the world of accounting and the CPA profession. Join us as we dive into invaluable tips, insightful advice, and real-life CPA journeys, covering everything from conquering the CPA exam to achieving your dreams in the dynamic world of finance.

  1. 119

    Ep.117: She Became a CPA by Accident

     🎧 Audio Podcast – New Episode Out NowIn Episode 117 of the CPA Career Path Podcast, Rosey Flaherty, CPA, sits down with Nancy McClelland, CPA, Co-host of the She Counts Podcast. They explore Nancy’s unexpected journey into accounting and how becoming a CPA “by accident” shaped her career in a way that prioritizes people, community, and authenticity. This conversation highlights how unplanned career paths can still lead to meaningful success, and why redefining professionalism matters in today’s accounting profession. 🎯 What You’ll Take Away:• How unexpected career paths can lead to fulfilling opportunities• Why community makes the accounting profession feel less overwhelming• The importance of putting people first in professional growth• Why professionalism doesn’t require hiding who you are ▶️ Listen to the full episode now: roseyflahertypodcast  audiopodcast  nancymcclelland  cpalife  accountingcareers  careerinsights  careerdevelopment  professionalgrowth  accountingcommunity  cpacareerpath http://www.youtube.com/@CPACareerPaths

  2. 118

    Ep.116: She Built a CPA Firm… Differently

     🎧 Audio Podcast – New Episode Out NowIn Episode 116 of the CPA Career Path Podcast, Rosey Flaherty, CPA, sits down with Nancy McClelland, CPA, Co-host of the She Counts Podcast. They explore what it really means to build a CPA firm differently: putting people first, redefining professionalism, and creating a more human-centered approach to accounting. 🎯 What You’ll Take Away:• What “CPA but different” actually looks like in practice • Why putting people first leads to stronger, more sustainable growth • How can the community make the profession feel less overwhelming • Rethinking professionalism without losing credibility ▶️ Listen to the full episode now: roseyflahertypodcast audiopodcast nancymcclelland cpalife accountingcareers careerinsights careerdevelopment professionalgrowth http://www.youtube.com/@CPACareerPaths

  3. 117

    Ep.115: Why Quiet CPAs don’t get promoted (and 3 skills that will)

     🎧 Audio Podcast – New Episode Out NowIn Episode 115 of the CPA Career Path Podcast, Rosey Flaherty, CPA, sits down with Jessica Simmons, CPA, Relationship Manager at LLI Advisory Group. They discuss why quiet CPAs often get overlooked for promotions and the three key skills that can help you stand out, advance your career, and gain recognition in the workplace.🎯 What You’ll Take Away:• Why staying quiet at work can hold you back from promotions• Three essential skills to boost visibility and influence• Tips for showing up authentically without overexerting yourself• How discipline, strategy, and confidence play a role in career growth▶️ Listen to the full episode now:roseyflahertypodcast audiopodcast jessicasimmons cpalife accountingcareers careerinsights careerdevelopment professionalgrowth http://www.youtube.com/@CPACareerPaths

  4. 116

    Ep.114: Stop Telling Everyone You’re Taking the CPA Exam

    🎧 Audio Podcast – New Episode Out NowIn Episode 114 of the CPA Career Path Podcast, Rosey Flaherty, CPA, sits down with Jessica Simmons, CPA, Relationship Manager at LLI Advisory Group. Jessica shares why it can be overwhelming to tell everyone you’re preparing for the CPA exam, and how managing expectations, focus, and pressure can make all the difference. She dives into strategies to stay proactive, confident, and resilient while navigating the CPA journey.🎯 What You’ll Take Away:• Why keeping your CPA exam plans private can reduce stress• How being proactive can work in your favor• Lessons on focus, resilience, and managing pressure• Insights into staying confident and navigating your career pathListen to the full conversation now:roseyflahertypodcast audiopodcast jessicasimmons cpalife accountingcareers careerinsights careerdevelopment professionalgrowthhttp://www.youtube.com/@CPACareerPaths

  5. 115

    Ep.113: How a bartender became a CPA - Proving anything is possible

     🎧 Audio Podcast – New Episode Out NowIn Episode 113 of the CPA Career Path Podcast, Rosey Flaherty, CPA, sits down with Jessica Simmons, CPA, Relationship Manager at LLI Advisory Group. Jessica shares her inspiring journey from working as a bartender to becoming a CPA, proving that with determination and focus, anything is possible. She opens up about the challenges she faced, the lessons she learned along the way, and how she navigated her career path to reach where she is today.🎯 What You’ll Take Away:• How to make a bold career shift and succeed in a new field• Lessons on perseverance, focus, and resilience• Strategies for overcoming self-doubt and taking chances• Insights into building confidence and professional growthListen to the full conversation now:roseyflahertypodcast audiopodcast jessicasimmons cpalife accountingcareers careerinsights careerdevelopment professionalgrowth http://www.youtube.com/@CPACareerPaths

  6. 114

    Ep.112: The Problem/Mistake Angle: Why your CPA career feels like a trap

     🎧 Audio Podcast – New Episode Out NowIn Episode 112 of the CPA Career Path Podcast, Rosey Flaherty, CPA, continues her conversation with Cristina Hale, CPA, Tax Practice Leader at BDO. Cristina Hale dives into the challenges of starting from scratch or rebuilding a career, sharing her experiences with navigating setbacks, overcoming mistakes, and finding the path forward in the accounting world.This episode is packed with insights for accountants who feel stuck, want to reset their career trajectory, or are seeking actionable advice to rebuild with confidence.🎯 What You’ll Take Away:• How to approach starting over or rebuilding your career from $0• Strategies for learning from mistakes and avoiding career traps• Lessons on resilience, confidence, and professional growth• Tips for turning setbacks into opportunities for long-term successListen to the full conversation now:roseyflahertypodcast audiopodcast cristinahale cpalife accountingcareers careerinsights careerdevelopment professionalgrowth http://www.youtube.com/@CPACareerPaths

  7. 113

    Ep.111: The Uncomfortable "Yes" That Built My Confidence

     🎧 Audio Podcast – New Episode Out NowIn Episode 111 of the CPA Career Paths Podcast, Rosey Flaherty, CPA, continues her conversation with Cristina Hale, CPA, Tax Practice Leader at BDO. Cristina shares the pivotal moments early in her career when she said “yes” to opportunities she didn’t feel ready for, and how those uncomfortable decisions ultimately built her confidence and shaped her path to leadership.Cristina opens up about navigating self-doubt, embracing challenges, and using each experience as a stepping stone for professional growth. This episode is packed with practical insights and encouragement for accountants who want to stretch themselves, overcome fear, and thrive in their careers.🎯 What You’ll Take Away:• How saying “yes” before feeling ready can accelerate career growth• Strategies to turn uncomfortable opportunities into learning experiences• Lessons on confidence-building and professional resilience• Tips for navigating challenges while climbing the leadership ladderListen to the full conversation nowroseyflahertypodcast  audiopodcast  cristinahale  cpalife  accountingcareers  careerinsights  careerdevelopment  professionalgrowth http://www.youtube.com/@CPACareerPaths

  8. 112

    Ep.110: Failed CPA Exam but Rose to Leadership

    🎧 Audio Podcast – New Episode Out NowIn Episode 110 of the CPA Career Paths Podcast, Rosey Flaherty, CPA, sits down with Cristina Hale, CPA, Tax Practice Leader at BDO, to share her inspiring journey from failing the CPA exam to rising into a leadership role.Cristina opens up about the challenges she faced early in her career, how she persevered after setbacks, and the mindset and strategies that helped her climb to a leadership position in tax. This episode is full of actionable advice for accountants who want to overcome obstacles, grow professionally, and achieve their career goals.🎯 What You’ll Take Away:• How Cristina overcame failing the CPA exam and stayed motivated• Key strategies to rise to leadership in tax• Lessons on resilience and perseverance in your accounting career• Tips for accelerating career growth from a seasoned CPA leaderListen to the full conversation nowroseyflahertypodcast audiopodcast cristinahale cpalife accountingcareers careerinsights careerdevelopment professionalgrowthhttp://www.youtube.com/@CPACareerPaths

  9. 111

    Ep.109: The One Career Move Most Accountants Miss

    🎧 Audio Podcast – New Episode Out NowIn Episode 109 of the CPA Career Paths Podcast, Rosey Flaherty, CPA, sits down with Hayden (Figueroa) Moore, CPA, Assurance Financial Services Organization Senior at EY, to explore the one career move most accountants overlook that can change their professional trajectory.Hayden shares insights on the different skills developed in tax versus audit, the importance of client-facing experience, and why attention to detail is crucial in every accounting role. This episode is packed with actionable advice for accountants looking to stand out, grow faster, and make strategic career moves.🎯 What You’ll Take Away:• How tax and audit build complementary but different skills• Why client-facing experience can accelerate your career• The role of attention to detail in every accounting position• Tips from a high-performing EY Assurance Senior to make smart career movesListen to the full conversation now#roseyflahertypodcast #audiopodcast #haydenmoore #cpalife #accountingcareers #careerinsights #careerdevelopment #professionalgrowthhttp://www.youtube.com/@CPACareerPaths

  10. 110

    Ep.108: How to beat the CPA Exam early and avoid Career DELAYS

    🎧 Audio Podcast – New Episode Out NowIn Episode 108 of CPA Career Paths Podcast, Rosey Flaherty, CPA, sits down with Hayden (Figueroa) Moore, CPA, Assurance Financial Services Organization Senior at EY, to share  insights on passing the CPA exam efficiently and setting yourself up for career success.Hayden shares strategies for early exam preparation, common pitfalls to avoid, and how passing the CPA exam ahead of schedule can unlock professional opportunities without delays.🎯 What You’ll Take Away:• How to plan your CPA exam journey strategically• Tips for passing early and avoiding career roadblocks• Insights from a high-performing EY Assurance Senior• How proactive preparation can accelerate career growthListen to the full conversation now#roseyflahertypodcast #audiopodcast #haydenmoore #cpalife #accountingcareers #careerinsights #careerdevelopment #professionalgrowthhttp://www.youtube.com/@CPACareerPaths

  11. 109

    Ep.107: Why Forensic Accounting Is a High-Value CPA Career Without Busy Season

    🎧 Audio Podcast – New Episode Out NowIn Episode 107 of CPA Career Paths Podcast, Rosey Flaherty, CPA, sits down with Doug Aguilera, CPA, Member at Aguilera & Associates, to explore why forensic accounting can be a high-value CPA career that doesn’t follow the traditional “busy season” cycle.Doug shares insights on how forensic accountants deliver impact year-round, the value of experience in building expertise, and why investigative skills and attention to detail make  this career path both rewarding and unique.What You’ll Take Away:• Why forensic accounting offers a career without the typical busy season• How careful investigation and analysis make CPAs indispensable• Real-world examples of high-impact forensic work• How experience and curiosity create long-term value in specialized accountingListen to the full conversation now#roseyflahertypodcast #audiopodcast #dougaguilera #forensicaccounting #cpalife #accountingcareers #careerinsights #careerdevelopment #professionalgrowthhttp://www.youtube.com/@CPACareerPaths

  12. 108

    Ep.106: How a CPA Built a High-Impact Career in Forensic Accounting

    🎧 Audio Podcast – New Episode Out NowIn Episode 106 of CPA Career Paths Podcast, Rosey Flaherty, CPA, sits down with Doug Aguilera, CPA, Member at Aguilera & Associates, to unpack what a career in forensic accounting really looks like and why this path can be both impactful and rewarding.Doug shares real-world insights on choosing accounting more than once, the importance of problem-solving in forensic work, and how curiosity, exposure, and mindset shape long-term success in specialised accounting careers.What You’ll Take Away:• What forensic accounting looks like in real-world practice• Why non-linear career paths can lead to greater professional impact• How investigative thinking strengthens your accounting skill set• Why curiosity and purpose matter for long-term career growthListen the full conversation now.#roseyflahertypodcast #videopodcast #dougaguilera #forensicaccounting #cpalife #accountingcareers #careerinsights #professionalgrowth #careerdevelopment #leadershipjourneyhttp://www.youtube.com/@CPACareerPaths

  13. 107

    Ep.105: How to Become a CPA Partner Faster by thinking like an ENTREPRENEUR

     🎧 Audio Podcast – New Episode Out NowIn this episode, Rosey Flaherty, CPA, MSA, sits down with Mindy Rankin, CPA, Member at Warren Averett, to talk candidly about what it really takes to grow into partnership faster: not just in title, but in mindset, purpose, and impact.Mindy shares honest insights on why success at the partner level isn’t about chasing billable hours alone, but about building strong client relationships, seeking exposure beyond your comfort zone, and aligning your career with long-term purpose. From paying it forward to creating value that lasts, this conversation breaks down what firms truly look for in future leaders.🎯 What You’ll Learn in This Episode:✅ What “partner-level thinking” actually looks like✅ Why focusing only on hours can limit long-term growth✅ How client relationships accelerate career progression✅ The importance of exposure and experience beyond your role✅ Why paying it forward matters as you advance in your careerThis episode is a must-listen for professionals who want to grow with intention, build meaningful careers, and move toward leadership the right way.🎧 Listen now on your favorite platformhttps://cpacareerpaths.buzzsprout.com#roseyflahertypodcast #audiopodcast #mindyrankin #cpalife #accountingcareers #careerinsights #leadershipdevelopment #professionalpurpose #careergrowth #partnertrack #growthmindset #professionaldevelopment http://www.youtube.com/@CPACareerPaths

  14. 106

    Ep.104: Quality work builds real value

    In this insightful episode, Rosey Flaherty, CPA, MSA, sits down with Mindy Rankin, CPA, to discuss why doing quality work consistently is the foundation of trust, growth, and long-term success in your career.Mindy shares practical lessons from her professional journey, including how hands-on experience strengthens learning, why mistakes can be powerful teachers, and how becoming reliable and accountable makes you someone your firm can truly trust. She also reflects on balancing exams with work, learning from real-world situations, and building credibility through everyday actions.🎯 What You’ll Learn in This Episode:✅ Why quality work creates lasting professional value✅ How trust is built through consistency and accountability✅ The importance of learning from mistakes without repeating them✅ How hands-on experience accelerates career development✅ Practical insights for growing confidence and credibility at workThis episode is a reminder that success isn’t built overnight. It’s created through steady effort, learning, and showing up with intention every day.🎧 Listen now on your favourite platform#roseyflahertypodcast #videopodcast #mindyrankin #careerinsights #accountingcareers #professionaltrust #qualitywork #careergrowth #leadership #growthmindset #cpalife #careerjourney #professionaldevelopment http://www.youtube.com/@CPACareerPaths

  15. 105

    Ep.103: Find the work that gives you energy

    In this energising episode, Rosey Flaherty, CPA, MSA, sits down with Carla McCall, CPA, Managing Partner at AAFCPAS, to discuss how to find work that truly energises you and aligns with your strengths and values.Carla shares her personal experiences navigating her career, highlighting the importance of recognising the environments and roles that fuel your motivation. She also dives into why self-promotion is essential for professional growth and how being proactive can open doors to opportunities that match your ambitions.What You’ll Learn in This Episode:✅ How to identify the work that energises you✅ Why promoting yourself is critical to career growth✅ How to leverage every experience for your next opportunity✅ The role of organisational culture in shaping career success✅ Practical tips to align your career with your strengths and valuesThis episode reminds listeners that a fulfilling career comes from energy, alignment, and purposeful action, not just following a prescribed path.#carlamccall #roseyflahertypodcast #audiopodcast #careerinsights #accountingcareers #careerenergy #professionalgrowth #selfpromotion #leadership #growthmindset #womeninfinance #careeralignment #careerjourneyhttp://www.youtube.com/@CPACareerPaths

  16. 104

    Ep.102: Know where your personality fits best

     In this insightful episode, Rosey Flaherty, CPA, MSA, sits down with Carla McCall, CPA, CGMA, to explore how understanding your unique personality can shape a more aligned, fulfilling career in accounting and beyond.Carla shares her real-world experiences as a leader in the profession, revealing how self-awareness, value alignment, and intentional career choices can lead to meaningful professional growth. She discusses why not every environment is the right fit for everyone, and how recognising that early can help you thrive in the right place.What You’ll Learn in This Episode:✅ Why understanding your personality is key to career success✅ How to find a workplace culture that aligns with your values✅ The benefits of starting in a smaller firm for broader experience✅ How to confidently advocate for your own growth and direction✅ Why your career path doesn’t have to look like anyone else’sThis episode is a reminder that the most rewarding career is one built on authenticity, purpose, and personal alignment, not pressure or comparison.🔗 Listen now on your favourite platform!#carlamccall #roseyflahertypodcast #audiopodcast #careerinsights #leadership #accountingcareers #personalityfit #growthmindset #professionalgrowth #careerjourney #womeninfinance #selfawareness #careeradvocacy #purpose #careeralignment  http://www.youtube.com/@CPACareerPaths

  17. 103

    Ep.101: AI is a tool, not competition.

    In this insightful episode, Rosey Flaherty, CPA, MSA, continues her conversation with Elizabeth Burkhalter, Director of the CPA Pipeline at AICPA, exploring how technology, mindset, and adaptability shape the future of the accounting profession.Elizabeth shares her perspective on embracing AI as a tool rather than a threat, explaining how professionals can use it to enhance efficiency, creativity, and decision-making. She also discusses the growing importance of developing a digital mindset, balancing innovation with integrity, and ensuring technology supports, not replaces, human expertise.🎯 What You’ll Learn in This Episode:✅ Why AI should be viewed as a tool for empowerment, not competition✅ How to stay adaptable in a tech-driven profession✅ The importance of building a digital mindset for the future of accounting✅ Ways to use technology to elevate, not replace, your professional value✅ How embracing innovation strengthens leadership and career growthThis episode is a reminder that success in the modern accounting world isn’t about resisting change, it’s about learning, adapting, and leading with purpose in the digital era.#elizabethburkhalter #roseyflahertypodcast #audiopodcast #leadership #digitalmindset #aiandaccounting #careerresilience #futureofwork #professionalgrowth #careerjourney #womeninfinance #growthmindset #innovation #purposehttp://www.youtube.com/@CPACareerPaths

  18. 102

    Ep.100: Don’t let failure stop your journey.

    🎧 Audio Podcast – Episode 100In this milestone 100th episode, Rosey Flaherty, CPA, MSA, welcomes Elizabeth Burkhalter, Director of the CPA Pipeline at AICPA, for a deeply encouraging and insightful conversation about perseverance, purpose, and professional growth.Elizabeth opens up about her personal journey, the challenges she faced, the lessons learned through failure, and how those very moments shaped her leadership and resilience. She shares her experiences from the early stages of her career to her impactful work supporting the next generation of accounting professionals.🎯 What You’ll Learn in This Episode:✅ How failure can fuel resilience and self-awareness✅ Why every experience (good or bad) adds to your growth journey✅ The importance of staying proactive and raising your hand for opportunities✅ How to build confidence through continuous learning✅ Ways to align your career path with purpose and passionThis episode is a reminder that success isn’t about avoiding failure, it’s about embracing every challenge as part of the journey.#elizabethburkhalter #roseyflahertypodcast #audiopodcast #leadership #careerresilience #growthmindset #careerjourney #womeninfinance #professionalgrowth #careerinsights #purpose #motivationhttp://www.youtube.com/@CPACareerPaths

  19. 101

    Ep.99: It’s my name on the door.

     In this empowering episode, Rosey Flaherty, CPA, MSA, welcomes back Minnie Lau, President of Minnie Lau, CPA PC, for part two of her inspiring journey. This conversation dives deeper into what it means to take ownership, lead with integrity, and build something that truly reflects your values.Minnie shares how running her own firm taught her the importance of boundaries, flexibility, and staying focused on what matters most. From managing clients to shaping her work culture, she opens up about the lessons that come with leadership, self-discipline, and the courage to make decisions with your name on the door.🎯 What You’ll Learn in This Episode:✅ Why ownership comes with both freedom and responsibility✅ How setting boundaries helps protect your time and energy✅ The value of flexibility in maintaining focus and growth✅ Leadership lessons from building a purpose-driven firm✅ How staying aligned with your core values shapes lasting successWhether you’re an entrepreneur, leader, or professional redefining your path, this episode reminds you that when it’s your name on the door, it’s also your purpose, your pride, and your legacy.#minnielau #roseyflahertypodcast #audiopodcast #leadership #careerresilience #entrepreneurship #careerinsights #womeninfinance #professionalgrowth #purpose #growthmindset #careerjourney http://www.youtube.com/@CPACareerPaths

  20. 100

    Ep.98: Hard times shaped me into better!

    🎧 Audio Podcast – Episode 98In this inspiring episode, Rosey Flaherty, CPA, MSA, welcomes Minnie Lau, President of Minnie Lau, CPA PC, to share her story of resilience, redirection, and rediscovery.Minnie opens up about the career setbacks that became turning points, including how layoffs didn’t stop her, they helped her redefine what success really means. From early challenges to building her own firm, she shares what it takes to stay grounded, grow through adversity, and find purpose in every season.🎯 What You’ll Learn in This Episode:✅ How setbacks can reveal your true path and potential✅ Why resilience and self-belief are key to career reinvention✅ The importance of following the work you truly enjoy✅ How to stay useful, adaptable, and driven through uncertainty✅ Lessons on leadership, courage, and creating impact from the ground upWhether you’re navigating a career change, facing challenges, or searching for your next step, Minnie’s story reminds us that hard times don’t define you, they refine you.#minnielau #roseyflahertypodcast #audiopodcast #careerresilience #leadership #careerjourney #professionalgrowth #womeninfinance #careerinsights #overcomingchallenges #purpose #growthmindsethttp://www.youtube.com/@CPACareerPaths

  21. 99

    Ep.97: You have to know enough to be dangerous

     In this episode, Rosey Flaherty, CPA, MSA, welcomes back Kimberly N. Ellison-Taylor, Global Technology and Finance Leader, for another powerful conversation on leadership, mentorship, and driving meaningful outcomes.Kimberly shares why it’s not enough to simply show up—you have to bring knowledge, confidence, and focus to truly stand out. She dives into how leaders can balance resilience with authenticity, why sponsors, coaches, and mentors play different but critical roles, and how shifting from activity to outcomes transforms careers and organisations.🎯 What You’ll Learn in This Episode:✅ Why knowing enough to be “dangerous” builds confidence and influence✅ How sponsors, mentors, and coaches shape professional growth in different ways✅ Why focusing on outcomes—not just activity—drives impact✅ The importance of resilience, adaptability, and strategic visibility✅ Lessons in leadership that blend technology, finance, and human connectionWhether you’re an aspiring leader or a seasoned professional, Kimberly’s insights will inspire you to step up, own your decisions, and make your presence matter.#kimberlyellison-taylor #roseyflahertypodcast #financeleadership #careerinsights #professionalgrowth #resilience #leadership #mentorship #sponsorship #trustbuilding http://www.youtube.com/@CPACareerPaths

  22. 98

    Ep.96: If you manage the money, you’re the boss.

    In this episode, Rosey Flaherty, CPA, MSA, welcomes Kimberly N. Ellison-Taylor, a Global Technology and Finance Leader, to share her insights on leadership, resilience, and financial empowerment.Kimberly discusses how owning your financial decisions isn’t just about numbers—it’s about confidence, accountability, and building influence. She also dives into the importance of asking for help, learning continuously, and turning challenges into growth opportunities.🎯 What You’ll Learn in This Episode:✅ Why managing money effectively puts you in control of your career and life✅ How resilience can set you apart in professional and personal growth✅ The value of asking for help and seeking guidance strategically✅ Lessons in continuous learning and evolving as a leader✅ How to balance accountability, confidence, and collaborationWhether you’re in finance, leadership, or tech, this episode provides actionable insights on taking ownership of your decisions while staying authentic and adaptable.#kimberlyellison-taylor #roseyflahertypodcast #financeleadership #careerinsights #professionalgrowth #resilience #leadership #mentorship #trustbuildinghttp://www.youtube.com/@CPACareerPaths

  23. 97

    Ep.95: Money and emotions are directly connected

    In this episode, Chris Papin, CPA, Thought Leader and Business Advisor, joins host Rosey Flaherty, CPA, MSA, to explore the powerful connection between money and emotions.Chris shares why financial decisions are rarely just about numbers; they’re deeply tied to confidence, trust, and personal values. From defining scope with clients to staying present in conversations, his perspective shows how emotions shape both professional and personal success.🎯 What You’ll Learn in This Episode:✅ Why money and emotions are directly connected✅ How communication builds clarity and confidence with clients✅ The importance of patience when decisions feel uncertain✅ Practical ways to build trust in advisory and leadership roles✅ Why consistency and showing up matter more than perfectionWhether you’re in accounting, business, or leadership, this episode highlights the balance between technical expertise and human connection, reminding us that trust is built one conversation at a time.Subscribe for more insights, career lessons, and inspiring conversations. Share your takeaways in the comments below!#chrispapin #roseyflahertypodcast #cpajourney #careerchange #resilience #leadership #mentorship #professionalgrowth #trustbuildinghttp://www.youtube.com/@CPACareerPaths

  24. 96

    Ep.94: Small touches build long-term trust

     In this episode, Rosey Flaherty, CPA, MSA, sits down with Chris Papin, CPA, Thought Leader and Business Advisor, to explore why small touches are the foundation of long-term trust.Chris shares how intentional communication, defining scope, and staying present with clients can transform professional relationships. His perspective shows that success isn’t just about technical expertise; it’s about building confidence, clarity, and connection one conversation at a time.🎯 What You’ll Learn in This Episode:✅ Why small actions create lasting trust with clients✅ How clear scope and expectations prevent misunderstandings✅ The power of communication in bridging knowledge gaps✅ Why patience and presence matter more than immediate answers✅ Practical lessons for building confidence and credibility in your career📌 Whether you’re in accounting, business, or leadership, this episode offers timeless lessons on trust, communication, and resilience.🔔 Subscribe for more stories, insights, and inspiring conversations. Share your thoughts in the comments below!#chrispapin #roseyflahertypodcast #cpajourney #careerchange #resilience #leadership #mentorship #professionalgrowth #selfcare #trustbuilding http://www.youtube.com/@CPACareerPaths

  25. 95

    Ep.93: Self-care isn’t optional anymore.

     In Episode 93, Rosey Flaherty sits down again with Keith Kenez, CPA, Tax Manager at AAFCPAs, to explore why self-care isn’t optional anymore.Keith shares how setting boundaries, protecting mental health, and finding balance have been just as important to his career as technical expertise. His story reminds us that success is not just about titles or achievements, it’s about building a sustainable life you don’t burn out from.From the pressures of a demanding profession to the importance of making time for yourself, this conversation highlights why resilience, balance, and human connection matter more than ever.🎯 What You’ll Learn:✅ Why self-care is a professional necessity, not a luxury✅ How to set boundaries without guilt✅ The connection between mental health and long-term success✅ Why balance and resilience fuel both life and career growth✅ Practical lessons on building a career that aligns with your wellbeing🎧 Tune in now and discover why putting yourself first is one of the smartest career decisions you can make.🔔 Subscribe, share, and leave a review to support stories that inspire.#keithkenez #roseyflahertypodcast #cpajourney #careerchange #resilience #leadership #mentorship #professionalgrowth #selfcare #balance http://www.youtube.com/@CPACareerPaths

  26. 94

    Ep.92: They weren’t ready for a 40-year-old intern.

     In Episode 92, Rosey Flaherty sits down with Keith Kenez, CPA, Tax Manager at AAFCPAs, to share his inspiring and unconventional journey into accounting.From starting as a 40-year-old intern to becoming a CPA, Keith opens up about the challenges, mindset shifts, and lessons learned along the way. His story proves that it’s never too late to pursue a new path or redefine what success looks like.Keith discusses the importance of resilience, the role of mentorship, and why building strong relationships matters just as much as technical skills. Whether you’re navigating a career change, overcoming self-doubt, or seeking motivation to keep pushing forward, this conversation will leave you inspired.🎯 What You’ll Learn:✅ How Keith transitioned into accounting later in life✅ Why age is never a barrier to success✅ The role of perseverance in achieving professional goals✅ Lessons on leadership, resilience, and growth✅ Why people and relationships matter more than titles🎧 Tune in now to hear how determination and perspective can shape not just a career, but a meaningful life.🔔 Subscribe, share, and leave a review to support stories that inspire.#keithkenez #roseyflahertypodcast #cpajourney #careerchange #resilience #leadership #mentorship #professionalgrowth #unconventionalpath #inspiration http://www.youtube.com/@CPACareerPaths

  27. 93

    Ep.91: Create focus time and protect energy.

     In Episode 91, Rosey Flaherty welcomes back Amy Vetter, CPA, CEO of The B3 Method Institute, to explore how creating focus time and protecting your energy can transform the way you work and live.Amy shares practical ways to set boundaries, why being intentional with your schedule matters, and how daily habits can help you stay grounded in what truly matters. From managing competing demands to aligning work with personal values, this conversation is a powerful reminder that protecting your energy isn’t a luxury; it’s a leadership necessity.If you’ve ever struggled with distractions, burnout, or feeling pulled in too many directions, this episode will give you tools to reset and take control of your time.🎯 What You’ll Learn:✅ How to create focus time in your daily routine✅ Why protecting your energy fuels authentic leadership✅ Practical tips to balance productivity and well-being✅ How intentional time management builds confidence and clarity✅ Why small, consistent habits matter more than big changes🎧 Tune in now and learn how to build a career and a life that protects what matters most.🔔 Subscribe, share, and leave a review to support stories that inspire.#amyvetter #roseyflahertypodcast #focus #productivitytips #careerresilience #worklifebalance #authenticleadership #energyprotection #professionalgrowth http://www.youtube.com/@CPACareerPaths

  28. 92

    Ep.90: You don’t have to follow tradition.

     In Episode 90, Rosey Flaherty sits down with Amy Vetter, CPA, CEO of The B3 Method Institute, to explore the power of following your path in business and life.From starting in roles she didn’t initially love, to finding meaning through curiosity and courage, Amy shares how her journey proves that success doesn’t always follow a straight line.She opens up about navigating career pivots, the lessons of internal audit, and why personal experience—not tradition—shapes the strongest leaders.If you’ve ever felt pressure to follow a conventional path, this conversation will remind you that your career story is yours to write.🎯 What You’ll Learn:✅ Why your first job doesn’t define your career✅ How unexpected roles can shape leadership skills✅ Why internal audit offers unique business insights✅ How to embrace change when plans don’t work out✅ Why trusting yourself matters more than following tradition🎧 Tune in now and discover why the most meaningful careers are built from authenticity, not expectation.🔔 Subscribe, share, and leave a review to support stories that inspire.#amyvetter #roseyflahertypodcast #cpajourney #careerclarity #womeninleadership #careertransition #professionalgrowth #auditcareer #authenticleadership #careerresilience http://www.youtube.com/@CPACareerPaths

  29. 91

    Ep.89: Master technical skills, but build people skills.

    In this audio episode, Rosey Flaherty welcomes Favor Lee, CPA — AICPA Awardee, leader, and mentor, for an honest conversation on what it takes to grow a meaningful career.Favor shares how mastering technical skills was just the start, and how developing people skills made all the difference. From embracing change to building strong relationships, this episode is packed with insights for professionals navigating growth, transitions, and leadership opportunities.Whether you're early in your career or rethinking your next move, Favor's journey will remind you that success isn’t just about skill — it’s about adaptability, empathy, and relationships that last.🎯 Key Takeaways:✅ Embrace change and stay adaptable✅ Build both technical and soft skills✅ Develop strong business development habits✅ Volunteer early to grow as a leader✅ Nurture connections before you need them📌 Listen in and discover why leadership often starts by saying yes, before you're ready.🔔 Subscribe for more inspiring career stories and share this with someone building their path.#favorlee #roseyflahertypodcast #careertransition #cpajourney #peoplefirstleadership #technicalskills #softskillsmatter #careerclarity #accountingcareer #aicpa #leadershipdevelopment #youngprofessionals #nonlinearcareer http://www.youtube.com/@CPACareerPaths

  30. 90

    Ep.88: Everyone plays a different role.

     In this episode, Rosey Flaherty welcomes Favor Lee, CPA, for an insightful conversation about how the skills behind the CPA designation go far beyond numbers. From audit floors to leadership tables, Favor shares how trust, curiosity, and empathy have shaped her approach to both business and people.She opens up about building client relationships as an introvert, handling the pressure of performance expectations, and using curiosity as a way to connect, not just communicate.If you’ve ever wondered whether personality type limits success, this episode offers a fresh take: the path to leadership isn’t about being loud, it’s about being intentional.Whether you're just starting or looking to lead with more impact, this conversation will inspire you to lean into your strengths, even if they don’t look traditional.🎯 What You’ll Learn:✅ Why the CPA credential builds instant trust✅ How curiosity becomes a powerful business tool✅ Why introverts and extroverts can both thrive in client-facing roles✅ How audit skills prepare you for broader leadership✅ What it takes to build strong business relationships🎧 Tune in now and discover how success comes in many forms and voices.🔔 Subscribe, leave a review, and share with someone building their path with purpose.#cpajourney #favorlee #roseyflahertypodcast #businessdevelopment #introvertstrengths #curiositydriven #womeninleadership #accountingskills #leadershipgrowth #careerclarity #personalgrowth #auditcareer #youngprofessionals http://www.youtube.com/@CPACareerPaths

  31. 89

    Ep.87: Career paths aren’t always linear

    In this episode, Rosey Flaherty welcomes Favor Lee, CPA — AICPA Awardee, leader, and mum, for a candid conversation about career growth, personal identity, and what it means to “have it all.”Favor shares her journey from fast-paced firms to more reflective transitions, and how she’s navigated motherhood, leadership, and career pivots along the way. From embracing non-linear paths to finding energy in challenge, her story proves that your version of success doesn’t have to look like anyone else’s.Together, they explore how empathy shapes strong leaders, why it's okay to make bold changes, and how real balance starts with knowing yourself.Whether you're mid-pivot, climbing the ladder, or simply re-evaluating what you want, this episode offers clarity, encouragement, and the kind of honesty we all need to hear.🎯 What You’ll Learn:✅ Why your career doesn’t need to follow a straight line✅ How Favor balances motherhood with ambition, on her terms✅ Why transitions need time for self-reflection✅ How leadership and empathy go hand in hand✅ The importance of defining your version of work-life balance🎧 Tune in now and be inspired to own your path, your pace, and your purpose.🔔 Subscribe, leave a review, and share this with someone rethinking their next step.#careertransition #cpajourney #womeninleadership #leadershipdevelopment #nonlinearcareer #empathyleadership #workingmoms #roseyflahertypodcast #favorlee #aicpa #careerclarity #personalgrowth #podcastforleaders #youngprofessionals #careerreflection http://www.youtube.com/@CPACareerPaths

  32. 88

    Ep.86: Understand the people that you lead

    In this episode, Rosey Flaherty welcomes Jeannine K. Brown, CEO of Everyday Lead, for an honest and impactful conversation on what it means to lead in today’s accounting world.Jeannine shares what no one prepares you for in that first year of management: how hard it is to lead without the right tools. She explains why leadership isn’t just about performance, it’s about understanding people, setting expectations, and making space for mental health along the way.With powerful insights drawn from her journey, Jeannine breaks down how to stop hiding behind reviews, lead with intention, and grow beyond traditional accounting roles.🎯 What You’ll Learn:✅ Why first-year management is one of the toughest transitions in accounting✅ The importance of teaching people how to lead and “people well”✅ How clear communication and feedback fuel team performance✅ Why mental health and self-care are vital for long-term success✅ How your accounting career path can evolve beyond the expected🎧 Listen in and be inspired to keep smiling through the journey!.🔔 Subscribe, turn on notifications, and leave a comment if Jeannine’s words inspired you.👍 Like & Share with someone navigating their first leadership role or redefining what leadership means to them.#leadershipdevelopment #publicaccounting #careertransition #mentalhealthawareness #cpajourney #womeninleadership #firstyearmanager #careerinsights #youngprofessionals #everydaylead #roseyflahertypodcasthttp://www.youtube.com/@CPACareerPaths

  33. 87

    Ep.84: No news isn’t always good news

    Hey everyone, Rosey Flaherty here!In this insightful episode, I’m joined by Jeannine K. Brown, CEO of Everyday Lead, executive coach, and author, for a powerful conversation about visibility, advocacy, and redefining what success means in your career.Whether you’re just starting or stepping into leadership, Jeannine’s wisdom will challenge the old narratives and empower you to lead on your terms.✅ Redefine success beyond long hours and burnout✅ Build meaningful relationships across your organisation✅ Stay ready for opportunities, even the unexpected ones✅ Take control of your professional narrative with regular feedback✅ Know your value and speak up for fair compensation✨ This episode is proudly sponsored by Chapman University's Argyros School of Business and Economics. Considering a master's in accounting? Their MSA program offers personalized attention from world-class faculty, intimate class sizes, and a flexible structure designed for ambitious professionals. Learn more and apply at chapman.edu/msa🎧 Tune in to hear Jeannine’s powerful message: “Be seen, be heard, be valued.”🔗 Subscribe and turn on notifications so you never miss an episode!💬 If Jeannine’s message resonates with you, drop a comment. I’d love to hear your thoughts.👍 Like & Share this episode with someone ready to lead more intentionally.#leadership #careeradvocacy #jeanninekbrown #workplacevisibility #executivecoach #growthmindset #faircompensation #womeninleadership #redefiningsuccess #audiopodcast #careerinsights #everydaylead #beheard #valuedvoiceshttp://www.youtube.com/@CPACareerPaths

  34. 86

    Ep.84: You are more than your title

    Hey everyone, Rosey Flaherty here!In this powerful episode, Ela Bijlani opens up about her transformation from accountant to leadership coach and how facing your fears can become your greatest tool for growth. Her story challenges the belief that our titles define us and offers practical insights for professionals ready to lead with purpose and clarity.✅Face your fears to grow as a speaker and professional✅Shift your mindset from employee to entrepreneur✅Build self-awareness and confidence to advance your career✅Use networking and relationship-building to unlock new opportunities✅Embrace change and adaptability as tools for long-term success🎧 Listen in and be inspired to keep smiling through the journey!.🔗 Subscribe and turn on notifications so you never miss an episode!💬 If Bijlan's story resonates with you, I’d love to hear your thoughts. Drop a comment below!👍 Like & Share this episode with someone preparing for the CPA exam or building their accounting career!#leadership #accountingcareers #elaBijlani #cpaexam #mentorship #growthmindset #leadershipcoach #communicationiskey #womeninaccounting #careerdevelopment #differentisbeautiful #audiopodcast #careerinsights #cpajourney #inspiringstorieshttp://www.youtube.com/@CPACareerPaths

  35. 85

    Ep.83: Accent makes people lean in more

    Hey everyone, Rosey Flaherty here!In this inspiring episode, we sit down with Ela Bijlani, CPC, CPA, CGMA—leadership coach, consultant, and accounting expert—to explore what it truly means to lead with purpose and authenticity.Whether you're pursuing your CPA or exploring the world of public accounting, this conversation is filled with practical advice and real-world wisdom.✅ Leadership is a skill, not a title✅ Your accent isn’t a weakness, it’s part of your story✅ Good leaders are coachable and always growing✅ Communication and connection are critical in accounting✅ Great mentors and professors can shape your entire career✅ Commitment is key to passing the CPA Exam✅ Technical skills and leadership skills are not the same✨ This episode is proudly sponsored by Chapman University's Argyros School of Business and Economics. Considering a master's in accounting? Their MSA program offers personalized attention from world-class faculty, intimate class sizes, and a flexible structure designed for ambitious professionals. Learn more and apply at chapman.edu/msa🎧 Listen in and be inspired to keep smiling through the journey!.🔗 Subscribe and turn on notifications so you never miss an episode!💬 If Bijlan's story resonates with you, I’d love to hear your thoughts. Drop a comment below!👍 Like & Share this episode with someone preparing for the CPA exam or building their accounting career!#leadership #accountingcareers #elaBijlani #cpaexam #mentorship #growthmindset #leadershipcoach #communicationiskey #womeninaccounting #careerdevelopment #differentisbeautiful #audiopodcast #careerinsights #cpajourney #inspiringstorieshttp://www.youtube.com/@CPACareerPaths

  36. 84

    Ep.82: Learn the ropes before stepping up

    Hey everyone, Rosey Flaherty here!In this episode, Hillary Caplan Sefcik, CPA and Assurance Manager at CohnReznick LLP, shares the mindset shifts that helped her thrive in public accounting and how networking has played a bigger role in her growth than any single event ever could.Hillary walks us through the early lessons that shaped her leadership style, the value of hands-on learning, and why confidence is built through competence and preparation. She opens up about asking for what you want, leaning into feedback, and how delegation helps others rise with you.If you're navigating the early stages of your accounting career or gearing up for the next step, Hillary’s story is full of real talk and practical takeaways.✅ Why networking is about relationships, not RSVPs✅ How Hillary built confidence by learning the ropes early✅ The power of clear goals and self-advocacy✅ Delegating with purpose to develop others✅ Encouragement for young professionals ready to lead🎧 Listen in and be inspired to keep smiling through the journey!.🔗 Subscribe and turn on notifications so you never miss an episode!💬 If Hillary's story resonates with you, I’d love to hear your thoughts. Drop a comment below!👍 Like & Share this episode with someone preparing for the CPA exam or building their accounting career!#careerjourney #publicaccounting #networkingmindset #youngprofessionals #cpalife #mentorshipmatters #womeninaccounting #accountingtips #leadershipdevelopment #cohnreznickhttp://www.youtube.com/@CPACareerPaths

  37. 83

    Ep.81: A smile goes a long way

    Hey everyone, Rosey Flaherty here!In this episode, Hillary Caplan Sefcik, CPA and Assurance Manager at CohnReznick LLP, shares her inspiring journey from aspiring broadcast journalist to accomplished accounting professional. Hillary opens up about the challenges she faced on the path to becoming a CPA, the importance of strong support systems, and how mentorship and networking helped shape her career.She also reflects on how public accounting offers a unique opportunity to learn quickly, why having fun at work matters, and what it truly takes to build a successful and fulfilling career in the industry.Whether you're pursuing your CPA or exploring the world of public accounting, this conversation is filled with practical advice and real-world wisdom.✅ How Hillary shifted from journalism to accounting and found her calling✅ Why mentorship and community are essential in public accounting✅ The truth about CPA exam challenges and how she overcame them✅ Balancing work-life demands during peak seasons✅ Encouragement and advice for aspiring CPAs and young professionals✨ This episode is proudly sponsored by Chapman University's Argyros School of Business and Economics. Considering a master's in accounting? Their MSA program offers personalized attention from world-class faculty, intimate class sizes, and a flexible structure designed for ambitious professionals. Learn more and apply at chapman.edu/msa🎧 Listen in and be inspired to keep smiling through the journey!.🔗 Subscribe and turn on notifications so you never miss an episode!💬 If Hillary's story resonates with you, I’d love to hear your thoughts. Drop a comment below!👍 Like & Share this episode with someone preparing for the CPA exam or building their accounting career!#cpajourney #accountingcareers #womeninaccounting #publicaccounting #mentorshipmatters #careeradvice #podcast #cohnreznick #youngprofessionals #cpasuccesshttp://www.youtube.com/@CPACareerPaths

  38. 82

    Ep.80: Fail fast, bounce back faster.

    In this episode, host Rosey Flaherty talks with Precious Opaleke, CPA, MSc, Senior Tax Specialist at Lido Tax LLC, about how Precious discovered her passion for accounting by chance, overcame multiple CPA exam setbacks, and used resilience to keep moving forward. From her start in IT to working at H&R Block and joining CalCPA, her story highlights the power of persistence and community support.✅ Discovering a passion for accounting after starting in IT✅ Overcoming multiple CPA exam failures with resilience✅ Gaining hands-on experience at H&R Block✅ Leveraging community and professional organizations for support🎧 Whether you’re just starting your accounting career or preparing for the CPA exam, this episode is full of grounded insights to help you grow with confidence and clarity.🔗 Subscribe and turn on notifications so you never miss an episode!💬 If Precious’s story resonates with you, I’d love to hear your thoughts. Drop a comment below!👍 Like & Share this episode with someone preparing for the CPA exam or building their accounting career!#failfast #bounceback #cpajourney #resilience #accountingcareer #cpaexam #womeninfinance #careerchange #podcast #focusandgrowhttp://www.youtube.com/@CPACareerPaths

  39. 81

    Ep.79: Start with basics, then go deep

    Hey everyone, Rosey Flaherty here!🎧 In this episode, Precious Opaleke, CPA, MSc, Senior Tax Specialist at Lido Tax LLC, joins me to share her inspiring journey from IT to accounting and what it takes to succeed in the CPA world.✅ How a chance encounter led Precious to discover her passion for accounting✅ The vital role of mentorship and community in shaping a successful career✅ Real talk about the challenges and setbacks in passing the CPA exam✅ How time management and employer support made all the difference✅ Practical advice for CPA candidates on resilience, focus, and finding support🎧 Whether you’re just starting your accounting career or preparing for the CPA exam, this episode is full of grounded insights to help you grow with confidence and clarity.🔗 Subscribe and turn on notifications so you never miss an episode!💬 If Precious’s story resonates with you, I’d love to hear your thoughts—drop a comment below!👍 Like & Share this episode with someone preparing for the CPA exam or building their accounting career!#cpaexam #accountingcareer #mentorshipmatters #resilience #taxprofessional #roseyflaherty #cpajourney #womeninaccounting #accountingpodcast #careerinsightshttp://www.youtube.com/@CPACareerPaths

  40. 80

    Special Ep: The biggest challenge was having patience (Part 02)

    Hey everyone, Rosey Flaherty here!🎧 In this episode, Marcus Rien, CPA, Fractional/Interim CFO & COO, joins Rosey Flaherty to talk about what it takes to build a meaningful and flexible career in today’s accounting landscape.✅ Why patience is one of the hardest but most essential entrepreneurial traits✅ How Wave CPAs is helping reduce admin load and empower CPAs✅ The importance of community when you're building something on your own✅ How flexibility and curiosity can shape your entire career✅ Practical advice for CPAs seeking more than the traditional path🎧 Whether you're an early-career accountant or a seasoned CPA rethinking your direction, this episode is full of grounded insights to help you grow with purpose and clarity.🔗 Subscribe and turn on notifications so you never miss an episode!💬 If Marcus’s story resonates with you, I’d love to hear your thoughts—drop a comment below!👍 Like & Share this episode with someone exploring new CPA career paths or building something of their own!#excellenceinhabits #accountingcareer #leadershipdevelopment #cpajourney #marcusriencpa #roseyflaherty #worklifebalance #mentorshipmatters #practiceexcellence #audiointerviewhttp://www.youtube.com/@CPACareerPaths

  41. 79

    Special Ep: Every role teaches you something valuable. (Part 1)

    Hey everyone, Rosey Flaherty here!🎧In this episode, Marcus Rien, CPA, Fractional/Interim CFO & COO, joins Rosey Flaherty to explore how excellence, when practised consistently, can shape your career, leadership, and impact in the world of accounting.✅ Why striving for excellence is about consistency, not perfection✅ How to avoid burnout while still aiming high✅ The power of balance: unplugging to unlock new ideas✅ What video games, mentors, and auditing have taught Jeff about success✅ Practical insights for CPAs who want to grow their careers without losing themselves🎧Whether you’re just starting or looking to level up, this episode is packed with real stories and actionable takeaways to help you lead excellently.🔗 Subscribe and turn on notifications so you never miss an episode!💬 If this episode resonates with you, I’d love to hear your thoughts—drop a comment below!👍 Like & Share this episode with someone working toward their CPA or dreaming of running their firm!#excellenceinhabits #accountingcareer #leadershipdevelopment #cpajourney #jeffwilsoncpa #roseyflaherty #worklifebalance #mentorshipmatters #practiceexcellence #audiointerviewhttp://www.youtube.com/@CPACareerPaths

  42. 78

    Ep.78: Take time to walk away and recharge

    Hey everyone, Rosey Flaherty here!🎧 In this episode, I sit down with Jeff Wilson II, CPA/PFS, CFE, CGMA, CDFA, to talk about why stepping back is sometimes the most powerful step forward. From stress management to cultural awareness in leadership, Jeff shares how intentional breaks, mentorship, and mindset fuel long-term success.Whether you're building your firm, navigating leadership, or managing burnout—this episode offers real-life strategies you can use right away.🎧 Subscribe for more conversations around mindset, leadership, and creating a meaningful career in accounting and beyond.💬 I’d love to hear your thoughts on this episode—drop a comment below!👍 Like & Share this with someone who needs to hear: it's okay to pause.#podcast #audiopodcast #episode78 #jeffwilsoncpa #roseyflaherty #accountinglife #burnoutprevention #careerinsights #mentorshipmatters #cpacareer #leadershipgrowth #taketimetorechargehttp://www.youtube.com/@CPACareerPaths

  43. 77

    Ep.77: Deliver Results—No Matter Your Role

    Hey everyone, Rosey Flaherty here!🎧 In this episode, I sit down with Jeff Wilson II, CPA, founder of The W2 Group and a dynamic voice in the accounting world. Jeff shares how his diverse experiences—from auditing prisons to economic analysis—shaped his leadership style and entrepreneurial journey.Whether you're in public accounting, exploring leadership roles, or just starting out, Jeff’s story will inspire you to deliver results, lead with purpose, and stay authentic in your career.✨ This episode is proudly sponsored by Chapman University's Argyros School of Business and Economics. Considering a master's in accounting? Their MSA program offers personalized attention from world-class faculty, intimate class sizes, and a flexible structure designed for ambitious professionals. Learn more and apply at chapman.edu/msa00:00 – Introduction to Jeff Wilson II and His Journey: Introduction to Jeff Wilson II, where his background and career journey are discussed.06:04 – Career Aspirations: From CFO to CEO: Jeff talks about his career aspirations, transitioning from CFO to CEO.11:51 – Leading Projects in College: A Unique Experience: Jeff shares his experience leading projects during college, providing early leadership insights.18:09 – KPMG Experience: Auditing Prisons: Jeff discusses his unique experience auditing prisons during his time at KPMG.24:06 – Transitioning from Audit to Economic Analysis: Jeff explains his transition from auditing to economic analysis and how his skills translated.34:14 – Transitioning to the Bureau of Economic Analysis: Jeff talks about his move to the Bureau of Economic Analysis and his role there.39:49 – Building a Network in the CPA Community: Jeff discusses the importance of networking within the CPA community and shares tips on how to build connections.45:28 – Challenges in Entrepreneurship: Jeff highlights the challenges faced in entrepreneurship and the lessons learned along the way.51:57 – Balancing Work and Personal Life: Jeff offers advice on maintaining a healthy balance between work and personal life.🎧 Subscribe for more powerful conversations around growth, leadership, and building a meaningful career in finance. 💬 Drop a comment if Jeff’s story resonated with you—we’d love to hear your thoughts. 👍 Like & Share this episode with someone who's ready to grow into leadership. #podcast #jeffwilson #roseyflaherty #cpalife #episode77 #leadership #accountingjourney #careeradvancement #resultsdriven #professionaldevelopment #entrepreneurship #careergoalshttp://www.youtube.com/@CPACareerPaths

  44. 76

    Ep.76: Done is better than perfect

    Hey everyone, Rosey Flaherty here! 🎧 In this episode, Rosey Flaherty, CPA | MSA, sits down with Marjorie McPike, CPA | MST and Owner at MarjorieLMcPike-CPA, to explore the mindset behind getting things done—even when they’re not perfect.From her journey as a CPA to the small, consistent steps that led to building her firm, Marjorie shares valuable insights for professionals, entrepreneurs, and anyone trying to move forward without being paralysed by perfectionism.If you’ve ever struggled with overthinking, procrastination, or waiting for the “right time”—this conversation is for you.  00:00 – Teaching Experience as an Adjunct Professor-Marjorie discusses how teaching has shaped her career.02:10 – Key Lessons from Running Your Own Firm-Insights into the challenges and rewards of owning a firm.04:12 – Involvement in Professional Organizations-How Marjorie has benefited from engaging with accounting groups.08:22 – Balancing Work, Family, and Community Engagement-Tips for managing a successful career while staying connected to family and community.10:49 – Coping with Overwhelm and Stress Management-Marjorie’s strategies for managing stress in a busy career.13:19 – Finding Joy in Everyday Activities-How Marjorie finds balance by enjoying small moments in life.15:02 – Recommended Reads for Professional Development-Book recommendations that have influenced Marjorie’s career growth.20:21 – Advice for Young Professionals-Practical tips for those just starting in their accounting careers.23:19 – The Value of Mentorship-Why mentorship has been crucial to Marjorie’s professional journey.🎧 Subscribe for more real-talk around growth, leadership, and building a meaningful career in finance and beyond.💬 If this episode resonates with you, I’d love to hear your thoughts—drop a comment below!👍 Like & Share this episode with someone working toward their CPA or dreaming of running their firm!#podcast #audiopodcast #episode76 #marjoriemcpike #roseyflaherty #cpalife #businessgrowth #productivity #womeninbusiness #doneisbetterthanperfect #smallsteps #entrepreneurmindset http://www.youtube.com/@CPACareerPaths

  45. 75

    Ep.75: You just have to do what excites you

    Hey everyone, Rosey Flaherty here!Welcome to Episode 75 of the podcast. 🎙️ Today, I’m joined by Marjorie McPike, CPA, MST, and Owner at MarjorieLMcPike-CPA—an inspiring leader in the accounting world who’s carved her path through mentorship, education, and entrepreneurship. 🌟We discuss what it takes to grow in this industry, from becoming a CPA to launching your practice. Whether you’re a student, early career professional, or a small business owner navigating tax prep season, you’ll want to tune in. 📚✨ This episode is proudly sponsored by Chapman University's Argyros School of Business and Economics. Considering a master's in accounting? Their MSA program offers personalized attention from world-class faculty, intimate class sizes, and a flexible structure designed for ambitious professionals. Learn more and apply at chapman.edu/msa00:00 – Introduction to Marjorie McPike and Her Journey-Get to know Marjorie—her background, early influences, and what led her into the world of accounting.03:33 – The Path to Becoming a CPA- Marjorie breaks down the steps she took to become a CPA. From studying to sitting for the exam, she shares what kept her motivated.08:40 – Transitioning from Private to Public Accounting-She reflects on what it was like to shift from private roles to public accounting.This move taught her to think on her feet and adapt quickly to new challenges.11:30 – The Reasoning Behind Pursuing a Master’s Degree Along with a CPA License-Marjorie explains why she pursued a Master’s in Taxation in addition to her CPA.It gave her deeper knowledge and helped her better serve her clients.13:12 – Working Experience at a Small CPA Firm-Working in a smaller firm gave Marjorie hands-on experience and close client relationships.She learned to wear many hats and gained confidence in her abilities.15:59 – Working Experience at Bigger CPA Firms-At larger firms, Marjorie faced more complex cases and a faster pace.These roles sharpened her skills and expanded her professional network.20:08 – The Decision to Start Her Own Practice-Marjorie shares how and why she started her own accounting firm.She opens up about the leap of faith and lessons from building her business.22:19 – Navigating Leadership and Management-She discusses what leadership means to her as a business owner.From mentoring staff to managing growth, she leads with purpose and care.🎧 Subscribe for more real-talk around growth, leadership, and building a meaningful career in finance and beyond.💬 If this episode resonates with you, I’d love to hear your thoughts—drop a comment below!👍 Like & Share this episode with someone working toward their CPA or dreaming of running their firm!#accountinglife #cpacareer #mentorshipmatters #smallbusinesstips #taxpreparation #roseyflaherty #professionalgrowth #careerjourney #leadershipdevelopment #financepodcasthttp://www.youtube.com/@CPACareerPaths

  46. 74

    Ep.74: Resilience is everything: Fail, Learn, Get Up.

    Hey everyone, Rosey Flaherty here!Welcome to Episode 74 of the podcast. 🎙️ Today, I’m joined by  David Hartley, CPA, Innovator, and Podcast Host at Anders.🌟From navigating mentorship to finding joy beyond the office, I’m diving into the life lessons and career tips that have helped me stay grounded and grow. Whether you’re just getting started or rethinking your path, there’s something here for you. 🌱00:00 – Lessons from a 30-Year Career– I talk about the milestones, challenges, and mindset shifts that shaped my journey across three decades.21:39 – Key Tips for Young Professionals– Insightful takeaways for those entering the workforce or navigating early career transitions, with a focus on joy, purpose, and mentorship.🎧 Make sure to subscribe for more personal growth and career wisdom! If this episode resonates with you, I’d love to hear your thoughts—drop a comment below! 💬👍 Like & Share this episode with someone who could use a little inspiration today!#careeradvice #mentorshipmatters #worklifebalance #professionalgrowth #youngprofessionals #podcastwisdom #roseyflaherty #longtermsuccess #relationshipbuilding #careerjourneyhttp://www.youtube.com/@CPACareerPaths

  47. 73

    Ep.73: Trust is Everything.

    🚀 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's in accounting? Their MSA program offers personalized attention from world-class faculty, intimate class sizes, and a flexible structure designed for ambitious professionals. Learn more and apply at chapman.edu/msa📌 Here’s what we cover:00:00 Public vs. Private: Work-Life Balance08:17 Building Trust and Professional Relationships11:12 Navigating Technology's Impact on Society19:08 Returning to Public Accounting: A New Perspective#careergrowth #mentorshipmatters #mentalresilience #successmindset #professionaldevelopment #careersuccess #personalgrowth #motivatedmindset #thrivetogether #powerofsupport #careeradvancement #lifebalance #mentalwellness #growthmindset #investinyourself #levelupyourcareer #selfimprovement #careergoals #stayfocused #bethebestyouhttp://www.youtube.com/@CPACareerPaths

  48. 72

    Ep.72: Relationship lasts a long time

    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 #personalgrowth #motivatedmindset #thrivetogether #powerofsupport #careeradvancement #lifebalance #mentalwellness #growthmindset #investinyourself #levelupyourcareer #selfimprovement #careergoals #stayfocused #bethebestyouhttp://www.youtube.com/@CPACareerPaths

  49. 71

    Ep.71: When opportunity knocks, listen.

    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 an aspiring CPA or looking to advance in your career, Jasmine shares invaluable insights from her journey—from audit to recruiting and beyond.✨ This episode is proudly sponsored by Chapman University's Argyros School of Business and Economics. Considering a master's in accounting? Their MSA program offers personalized attention from world-class faculty, intimate class sizes, and a flexible structure designed for ambitious professionals. Learn more and apply at chapman.edu/msa📌 Here’s what we cover:00:00 – Navigating Finances While Taking Time Off Planning financially for career breaks and ensuring stability.02:49 – Building Relationships in Your Career The importance of networking and building strong professional connections.05:03 – The Power of Checking In Regularly Why staying in touch with mentors, colleagues, and recruiters is crucial.07:27 – Navigating Career Growth: Mentors, Sponsors, and New Opportunities Understanding the roles of mentors and sponsors in career advancement.12:02 – Transitioning from Audit to Recruiting Jasmine’s career shift from audit to recruitment and key lessons learned.15:36 – The Value of Internships How internships can shape your career and open new doors.18:26 – Future Plans in Accounting Emerging trends and career opportunities in the industry.19:47 – Exploring Volunteer Opportunities in Accounting How giving back through organizations like NABA can benefit your career.20:22 – Career Transition and Financial Considerations Financial planning strategies when shifting roles or industries.21:47 – Understanding Mentors vs. Sponsors Breaking down key differences and why both are crucial for success.25:52 – Tips for Young Professionals Practical career advice for new accountants and finance professionals.🎧 Make sure to subscribe for more career insights and financial tips!If you enjoyed this episode, drop a comment below and let me know your thoughts! 💬👍 Like & Share this episode with someone who needs to hear it!#CPA #Accounting #FinanceCareers #CareerGrowth #AccountingPodcast #CareerAdvice #ProfessionalDevelopment #Mentorship #FinancialPlanning #Internships #YoungProfessionals #BusinessGrowth #Leadership #SuccessTips #AuditToRecruiting #WorkLifeBalance #AccountingCommunity #WomenInAccounting #FutureCPA #FinanceSuccess #Networking #AccountingStudents #MoneyManagement #CareerSuccesshttp://www.youtube.com/@CPACareerPaths

  50. 70

    Ep.70: You've got to set those expectations around

    🚀 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 journey.01:26 - Choosing a Career in Accounting – Why Jasmine pursued accounting and how she started.03:49 - Starting in Private Accounting – Lessons from working in the private sector.07:20 - Transitioning to Public Accounting – The shift to public accounting and key differences.08:11 - Mentorship and Career Growth – How mentorship helped her navigate challenges.12:24 - Choosing Audit Over Other Paths – Why did Jasmine choose auditing over tax or consulting?18:44 - Facing the CPA Journey Head-On – How she passed the CPA exam and her biggest challenges.25:13 - An Adventurous Life Beyond Work – What Jasmine enjoys outside of her accounting career.🔥 Don't forget to like, comment, and subscribe for more CPA career insights! 🚀💬 Drop your thoughts in the comments—what's been your biggest career challenge?📩 Hit the notification bell so you never miss an episode!#CPACareerPaths #AccountingCareer #CPAExam #PublicAccounting #PrivateAccounting #Finance #Auditing #Bookkeeping #JasmineAdamsMitchell #FinancialStatements #Mentorship #CareerGrowth #CPAAdvice #AuditVsTax #CPAExamSuccess #AccountingPodcast #TaxAccounting #BusinessFinance #FinancialEducation #CPALife #AccountantLife #FinanceCareers #SuccessMindset #CareerDevelopmenthttp://www.youtube.com/@CPACareerPaths

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ABOUT THIS SHOW

Welcome to the CPA Career Paths Podcast, your ultimate guide to success in the world of accounting and the CPA profession. Join us as we dive into invaluable tips, insightful advice, and real-life CPA journeys, covering everything from conquering the CPA exam to achieving your dreams in the dynamic world of finance.

HOSTED BY

Rosey Flaherty, CPA, MSA

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