Virtual Rolodex hosted by TXCPA Houston

Cryptocurrency is no longer a niche investment topic — it is becoming a growing reality for taxpayers, businesses, and accounting professionals alike. In this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek sits down with cryptocurrency tax and accounting specialist Saim Akif to break down the evolving world of crypto reporting, compliance, and blockchain innovation.Saim shares practical insights into why cryptocurrency taxation is far more complex than many realize, especially with the rollout of new 1099-DA reporting requirements. From wallets and exchanges to cost basis tracking and self-custody transactions, he explains the risks CPAs and taxpayers face when crypto records are incomplete or misunderstood.The conversation also explores the future of blockchain, the government’s ongoing efforts to regulate digital assets, and why accounting professionals should embrace — not fear — this rapidly evolving space.What You’ll LearnWhy cryptocurrency accounting is becoming relevant for every CPA firm What the new 1099-DA reporting requirements mean for taxpayers How crypto wallet transfers can create reporting challenges Why accurate cost basis tracking is critical Common mistakes taxpayers and practitioners make with crypto reporting The importance of quarterly crypto reconciliations How blockchain and tokenization may reshape the future of finance Key Leadership Insight“The professionals who lean into learning emerging technologies today will be the ones best positioned to serve clients tomorrow.”Why This MattersAs cryptocurrency adoption continues to grow, CPAs and financial professionals can no longer afford to ignore digital assets. Understanding the basics of blockchain reporting, documentation requirements, and compliance risks is essential for protecting clients, minimizing tax exposure, and staying ahead in a rapidly changing financial environment.Guest BioSaim Akif is a Houston-based CPA and CFA specializing in cryptocurrency tax and accounting. He works with taxpayers and CPA firms across the country to help reconcile crypto transactions, interpret evolving reporting requirements, and navigate the complexities of blockchain-based assets. Saim is passionate about educating practitioners and simplifying cryptocurrency accounting for both clients and professionals.Connect with the GuestLinkedIn: https://www.linkedin.com/in/saim-akif/ SAIM AKIF CPAPhone: (713) 451-9700 Email: [email protected]'s Website https://saim.cpa Main Website www.akifcpa.com

In this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek sits down with Jasir Jamal, CEO of Longhorn 1031 Exchanges, to discuss one of the most important tax-deferral strategies available to real estate investors: the 1031 exchange. Jasir breaks down the basics of how 1031 exchanges work, why advanced planning is critical, and how investors can defer capital gains and depreciation recapture taxes when transitioning from one investment property to another. The conversation also explores the long-term wealth planning opportunities tied to 1031 exchanges, including generational wealth transfer strategies, stepped-up basis rules, and why collaboration between CPAs, financial advisors, and exchange specialists is essential for successful execution. Whether you're a CPA, real estate investor, financial advisor, or business owner with investment property, this episode provides practical guidance on navigating the complexity of 1031 exchanges and avoiding costly mistakes. What You’ll LearnWhat a 1031 exchange is and how tax deferral works Why timing and advanced planning are critical in a successful exchange How depreciation recapture impacts investment property sales Why proceeds cannot go directly into the seller’s bank account The IRS requirements related to replacement property value and debt How 1031 exchanges support long-term generational wealth planning Why collaboration between CPAs, financial advisors, and exchange specialists matters Key Leadership InsightThe best tax strategies are rarely last-minute decisions.Successful 1031 exchanges require proactive planning, coordinated advisors, and a clear understanding of long-term financial goals before a property sale ever closes. Why This MattersFor real estate investors, taxes can significantly reduce the ability to reinvest and grow wealth. A properly structured 1031 exchange allows investors to:defer capital gains taxes continue expanding investment portfolios preserve cash flow for future investments support long-term estate and wealth transfer strategies  For CPAs and financial professionals, understanding the basics of 1031 exchanges can help clients avoid missed opportunities and make more informed decisions before triggering taxable events. About the GuestJasir Jamal is the CEO of Longhorn 1031 Exchanges, where he helps real estate investors navigate the complexities of 1031 exchanges and tax-deferral strategies. His firm works with investors, CPAs, and financial professionals to guide clients through both simple and highly complex exchange transactions while helping ensure compliance with IRS timelines and requirements. Jasir specializes in helping clients understand how 1031 exchanges can support long-term investment growth and generational wealth planning. Connect with the GuestWebsite: https://longhorn1031.com/ LinkedIn: https://www.linkedin.com/in/jasir-jamal-/

Why Your CPA, Financial Advisor, and Estate Attorney Should Be Working TogetherEpisode SummaryIn this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek sits down with Natalie Picha and Matt Berti of RHP Wealth Management to discuss the importance of building a collaborative financial team that works together to support long-term wealth planning.The conversation explores how financial advisors, CPAs, estate attorneys, and investment professionals can align strategies to better serve clients—not just during tax season, but throughout every stage of life. Natalie and Matt explain why true financial planning goes beyond investments and focuses on helping clients live the life they want while protecting future generations.They also discuss the growing importance of financial confidence for women, the realities of the Great Wealth Transfer, and how transparency, communication, and education empower families to make stronger financial decisions.Whether you're a CPA, business owner, financial professional, or someone planning for the future, this episode offers practical insight into creating a financial strategy that works holistically—not in silos.What You’ll Learn• Why collaboration between CPAs, financial advisors, and estate attorneys creates better client outcomes• How tax strategy should align with long-term financial planning• Why financial planning is about life goals—not just investments• The importance of reviewing beneficiaries and estate documents regularly• How proactive financial conversations reduce stress and improve decision-making• Why women need greater confidence and involvement in financial planning and investing• How integrated planning can help families navigate generational wealth transitionsKey Leadership InsightThe strongest financial outcomes happen when professionals stop operating independently and start collaborating as a team around the client.A coordinated approach between advisors, CPAs, and legal professionals can reduce risk, improve strategy execution, and help clients make more confident decisions over the long term.Why This MattersMany individuals and families unknowingly operate with disconnected financial strategies.Without communication between financial professionals, important details can be missed—from outdated beneficiaries to tax inefficiencies and estate planning gaps.Creating a collaborative financial team helps clients:make more informed decisionsreduce costly mistakesimprove long-term wealth outcomescreate smoother transitions between generationsFor CPAs and business advisors, strong partnerships with financial planning professionals can also improve the overall client experience and strengthen long-term client relationships.About the GuestsNatalie Picha is the Chief Experience Officer and Founding Partner of RHP Wealth Management, where she specializes in helping clients align financial planning, tax strategy, and life goals through a collaborative and relationship-focused approach.Matt Berti, CFP®, CPWA® is a Wealth Advisor at RHP Wealth Management with nearly a decade of experience in the RIA space. He focuses on simplifying complex financial topics and helping clients make confident decisions through comprehensive planning and wealth strategy.Connect with the GuestsWebsite: RHP Wealth Management - https://www.royalharborpartners.com/LinkedIn:https://www.linkedin.com/in/natalie-picha-3ba26416/https://www.linkedin.com/in/matthewberti/

Why Hiring the Wrong Bookkeeper Can Cost You More Than You ThinkEpisode SummaryIn this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek sits down with Lindsay Kline, owner of Great Bookkeepers Wanted, to discuss one of the most overlooked risks for businesses—hiring the wrong bookkeeping support.Lindsay shares her unique journey from learning bookkeeping as a child to building and selling her own bookkeeping firm, and now helping business owners find the right outsourced bookkeepers through a highly vetted matchmaking process.The conversation highlights real-world challenges business owners face when transitioning financial providers, the importance of data access and ownership, and why technical knowledge alone isn’t enough when selecting a bookkeeping partner.Whether you're a CPA, business owner, or finance professional, this episode provides practical guidance on how to protect your financial data, ask better questions, and build stronger financial partnerships.What You’ll Learn• Why businesses should always maintain access and control over their financial data• The risks of poor transitions between bookkeepers and how to avoid them• Why succession planning is critical—even for bookkeeping providers• Key technical competencies every bookkeeper should demonstrate• The importance of cybersecurity and protecting sensitive client data• Why the balance sheet is often overlooked—and why that matters• How to properly vet a bookkeeper beyond basic qualificationsKey Leadership InsightMany business owners assume hiring a bookkeeper is a simple decision.But the real risk isn’t hiring someone—it’s hiring someone without proper vetting, structure, and safeguards in place.The right questions upfront can prevent major operational and financial disruptions later.Why This MattersFinancial data is one of the most critical assets in any organization.Without proper oversight, businesses risk:• losing access to key systems• inaccurate financial reporting• compliance issues• operational disruptionStrong vetting, clear expectations, and proactive planning ensure that financial systems support—not hinder—business growth.About the GuestLindsay Kline is the owner of Great Bookkeepers Wanted and an experienced accounting professional with a background in building and scaling bookkeeping businesses.After successfully growing and selling her own firm, she now specializes in helping business owners and organizations find the right bookkeeping partners through a structured and highly vetted matchmaking process.Her work focuses on improving financial accuracy, protecting client data, and ensuring businesses are matched with bookkeepers who meet both technical and operational standards.Connect with the GuestWebsite: gbwnow.comLinkedIn: https://www.linkedin.com/in/klinelindsay/

In this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek sits down with Allyns Melendez, CEO and Founder of HR Transformed, to talk about one of the most overlooked—but critical—areas of any organization: people.Allyns shares how HR challenges show up everywhere—from employee conversations to leadership frustrations—and why having the right HR support in your “virtual Rolodex” can make a significant difference in how organizations grow and operate.The conversation explores communication across multiple generations in the workplace, how leaders can be more effective with limited time, and why proactive HR support is essential to avoiding costly breakdowns.Whether you're a CPA, firm leader, business owner, or emerging professional, this episode offers practical insights on leadership, communication, and building a stronger workplace culture.What You’ll Learn• Why “people problems” are often the root of business challenges • How communication styles—not just generations—impact workplace success • Why even one hour of communication training can significantly improve team performance • How younger professionals can bring value in an AI-driven workplace • Why leaders must be explicit—not vague—when communicating expectations • When to call an HR professional before small issues become major problems • Key HR basics every leader should understand (classification, policies, compliance)A Key Leadership InsightMany leaders believe they don’t have time for training or communication development.But as Allyns explains, even one hour of focused communication training can dramatically improve how teams operate and collaborate—saving time and frustration in the long run. Why This MattersEmployees are often the most valuable asset in any organization—but they can also become the biggest risk if not managed effectively.Strong communication, clear expectations, and proactive HR practices help organizations:• build trust • improve performance • reduce risk • create healthier work environmentsAbout the GuestAllyns Melendez is the CEO and Founder of HR Transformed, where she helps small and mid-sized businesses manage their HR needs—from employee relations and compliance to training, coaching, and recruitment.Her work focuses on helping organizations scale by strengthening their people strategy, improving communication, and creating systems that support both employees and leadership.Connect with AllynsWebsite: https://www.hrtransformed.com/ LinkedIn: https://www.linkedin.com/in/allyns/

Delegation vs. Ownership: The Leadership Shift That Builds High-Performing TeamsIn this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek sits down with Gabrielle Baumeyer, executive coach and founder of Baumeyer Coaching, to discuss leadership development and how organizations build high-performing teams.Gabrielle shares insights from nearly three decades of experience working with leaders and teams across industries. The conversation explores how leadership growth often starts with deeper self-awareness, meaningful dialogue, and the willingness to challenge long-held assumptions about how teams operate.One of the most powerful insights from the discussion is the difference between delegation and true team ownership—and how empowering teams to take responsibility for outcomes can unlock higher levels of performance.Whether you're a CPA, finance professional, nonprofit leader, or business executive, this conversation offers practical insights on leadership growth, team empowerment, and organizational success.What You’ll Learn• Why leadership development often begins with examining the numbers and identifying team performance gaps • The early signs leaders should recognize when their organization has plateaued • Why coaching is different from training, mentorship, or consulting • How asking better questions can unlock better leadership decisions • The powerful shift from delegating tasks to creating ownership within teamsA Key Leadership InsightMany leaders believe they need to delegate more effectively.But as Gabrielle explains, delegation may actually be too small of a solution.Instead of simply assigning tasks, great leaders empower their teams with true ownership and accountability, allowing individuals to take responsibility for outcomes and grow into stronger leaders themselves. transcriptAbout the GuestGabrielle Baumeyer is the Founder and CEO of Baumeyer Coaching and an experienced executive coach who works with leaders and organizations to improve performance and build high-performing teams.With nearly 30 years of experience in leadership development, Gabrielle specializes in helping executives expand their leadership capacity, strengthen team dynamics, and create meaningful organizational growth.Her work spans both corporate and nonprofit sectors, where she focuses on empowering leaders to unlock new possibilities for themselves and their teams.Connect with Gabrielle BaumeyerWebsite: BaumeyerCoaching.com LinkedIn: Gabrielle Baumeyer - https://www.linkedin.com/in/gabriellebaumeyer/

Podcast: TXCPA Houston – Virtual RolodexHost: Kristie OndracekGuest: Michael Ly, Founder of ReconciledEpisode TitleSuper Connectors, AI, and the Future of Accounting FirmsEpisode SummaryIn this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek sits down with accounting industry leader Michael Ly, founder of Reconciled, an outsourced accounting provider serving hundreds of small businesses across the United States.Michael shares his perspective on the evolving accounting profession, the importance of community and connection among accountants, and why curiosity and adaptability are critical skills for firm owners in today’s fast-changing environment.From lead generation and talent shortages to the rapid rise of AI agents in accounting, this conversation explores the biggest opportunities and challenges facing firm owners in 2026. Michael also discusses how becoming a “super connector” can help accountants build stronger professional networks and open doors to innovation across the profession.What You’ll Learn in This Episode???? Why Relationships Still Drive the Accounting ProfessionMichael describes how accountants often operate in silos and how connecting with peers, innovators, and entrepreneurs can unlock new opportunities and collaboration across the profession. GMT20260305-173113_Recording.tr…???? The Power of Being a “Super Connector”Through conferences, speaking engagements, and industry relationships, Michael helps accountants connect with each other and with startups building new technology solutions for the profession.???? The Biggest Challenges for Firm Owners in 2026Michael highlights three major issues facing firms today:Generating new business and finding clientsRecruiting and retaining qualified talentNavigating the rapid emergence of AI and automation tools. GMT20260305-173113_Recording.tr…???? How AI Is Changing the Accounting LandscapeRather than replacing accountants, AI agents will augment firm capacity and transform how work gets done. The key is learning the tools gradually and integrating them intentionally into firm workflows. GMT20260305-173113_Recording.tr…???? Learning AI Without Feeling OverwhelmedMichael recommends taking small steps—setting aside short, consistent blocks of time to explore new tools and staying informed through trusted industry voices. GMT20260305-173113_Recording.tr…???? A Success Story from the ProfessionMichael shares the story of a young firm owner who transformed a traditional accounting practice into a modern cloud-based CAS firm and eventually launched a successful global staffing company serving accounting firms.???? A Final Leadership LessonMichael’s biggest advice: stay curious. Curiosity drives learning, connection, and growth—and helps professionals remain adaptable in a rapidly evolving industry. GMT20260305-173113_Recording.tr…About the GuestMichael Ly is the founder of Reconciled, an outsourced accounting firm that provides back-office accounting services for hundreds of small businesses across the United States. He is a frequent conference speaker, advisor to accounting technology startups, and a well-known connector within the accounting community who helps professionals build relationships, grow firms, and navigate the future of the profession.

 In this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek welcomes Liz Szporn, Senior Guide at Profit First Professionals, to discuss how accounting professionals can elevate their advisory services and help clients become intentionally profitable.Liz explains the Profit First methodology—originally introduced in the book by Mike Michalowicz—and how it transforms traditional accounting from historical recordkeeping into forward-looking, profit-driven advisory.Together, they explore how accountants can move beyond compliance work, overcome AI-driven disruption fears, and create high-value client relationships rooted in clarity, accountability, and measurable results.If you’re a CPA, bookkeeper, or financial professional wondering how to strengthen your advisory services and increase profitability—for both your clients and yourself—this episode is for you. What You’ll Learn in This Episode???? What Profit First Really IsProfit First is essentially the “envelope system for businesses”—a framework that allocates money intentionally into designated accounts (profit, owner’s pay, taxes, operating expenses) to create financial clarity and discipline.???? Why Business Owners Feel Profitable—but Have No CashLiz addresses a common frustration: “My P&L says I made $80,000, but there’s no money in my bank account.” The Profit First system forces intentional allocation so business owners stop overspending what they see in one large bank balance.???? Moving from Compliance to AdvisoryTraditional compliance work is increasingly automated. Advisory work—helping clients make better, intentional decisions—is where accounting professionals can truly differentiate themselves.???? The Role of Community & AccountabilityProfit First Professionals offers certification, training, and guided implementation. Liz emphasizes the importance of role-playing, safe spaces, and hands-on practice to confidently deliver advisory services.???? AI Is Not the EnemyAI may streamline compliance tasks—but it cannot replace relationships, clarity, or strategic financial guidance. Advisory is the future.???? Better Clients > More ClientsThe goal isn’t 150 clients. It’s 50 ideal, value-focused clients who understand and appreciate advisory-driven profitability. Why Liz Should Be in Your Virtual RolodexIf you:·      Want to add structured advisory services·      Want to confidently price higher-value engagements·      Want accountability and community·      Want to future-proof your practiceLiz and the Profit First Professionals community provide certification, frameworks, tools, training, and guided implementation to help you make it real. About the GuestLiz Szporn is a Senior Guide at Profit First Professionals, where she works with bookkeeping, accounting, and financial coaching firm owners to implement Profit First systems and elevate advisory services. Based in New Jersey, Liz specializes in helping accounting professionals streamline their processes, increase profitability, and confidently serve clients in a changing financial landscape.  Liz Szporn Profit First Professionals, LLC.Get the Profit First App (and other goodies)More Education. More Functionality. More Profit!PFP members, schedule a call here

Host: Kristie Ondracek Guest: Stephen King, Executive Director, Fundraising Accounting CommunityEpisode TitleUsing Numbers to Tell the Donor Story: How Accounting Can Transform Nonprofits Episode SummaryIn this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek welcomes CPA and entrepreneur Stephen King to discuss his newest venture, the Fundraising Accounting Community—a mission-driven organization focused on helping nonprofits use financial data to tell compelling donor stories and make better decisions.Stephen shares why fundraising success today depends on clarity, conciseness, and transparency, and how management accounting bridges the gap between passion and sustainability in the nonprofit world. From one-page impact stories to donor-as-investor thinking, this conversation highlights how accounting can become a powerful storytelling tool—not just a compliance function.This episode is especially valuable for CPAs, nonprofit leaders, fundraisers, and advisors who want to help organizations raise more money by showing real, measurable impact. What You’ll Learn in This Episode???? Why Donor Storytelling Starts with the NumbersDonors want to see tangible results. Stephen explains how nonprofits that clearly connect dollars to outcomes are the ones successfully raising more funds.???? Treating Donors Like InvestorsBy using management accounting, nonprofits can show donors the return on their investment—building trust, confidence, and long-term support.???? The Power of One-Page ClarityClear, concise financial storytelling matters. Stephen emphasizes that impact should be understandable “at a red light”—not buried in long reports.???? What the Fundraising Accounting Community ProvidesThe community offers:·        A growing network of nonprofit leaders, fundraisers, and finance professionals·        Training on management accounting and KPI-driven reporting·        Tools (including AI-powered resources) to help organizations get the right numbers and use them effectively???? Why This Matters Beyond NonprofitsThese same principles apply to small businesses, grant applications, and organizations seeking funding—anywhere decisions depend on clear financial insight.???? How to Get InvolvedStephen shares how CPAs, advisors, and nonprofit leaders can join the community, volunteer, and attend monthly workshops focused on practical, actionable learning. About the GuestStephen King, CPA is Executive Director of the Fundraising Accounting Community, an organization dedicated to changing the world by helping nonprofits use numbers to tell their donor story and make data-driven decisions. A longtime CPA, entrepreneur, and nonprofit leader, Stephen is passionate about management accounting, education, and building communities that connect finance with mission.  Stephen King, CPA [email protected]://bit.ly/4k94RwG 

Host: Kristie Ondracek Guest: Stephen King, CPAEpisode TitleThe CPA Journey: Why Accounting Is About People, Purpose, and Possibility Episode SummaryIn this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek welcomes longtime friend, mentor, and CPA Stephen King for a wide-ranging conversation about the power of the CPA credential, the importance of relationships, and the incredible diversity of opportunities within the accounting profession.Stephen shares his deeply personal journey into accounting, inspired by his immigrant father’s belief that accounting is the language of business and one of the most secure and flexible careers available. From public accounting and consulting to nonprofit leadership, entrepreneurship, and student advocacy, Stephen’s story highlights how being a CPA opens doors far beyond tax returns and audits.This episode is especially meaningful for students, educators, career changers, and CPAs who want to make a lasting impact through teaching, nonprofit work, and advisory leadership. What You’ll Learn in This Episode???? Why Stephen Became a CPAInspired by his father’s belief that “everyone needs an accountant,” Stephen chose accounting for its stability, flexibility, and ability to work in any industry.???? Accounting Is About People, Not NumbersStephen emphasizes that relationships—not calculations—are the heart of the profession. AI can automate tasks, but it can never replace trust, judgment, and human connection.???? Why AI Won’t Replace CPAsAI can assemble and analyze data, but CPAs are still needed to interpret results, validate accuracy, and guide decisions—especially when fear and uncertainty around money are involved.???? The Power of the CPA CredentialThe CPA license opened doors to boardrooms, leadership roles, consulting opportunities, entrepreneurship, and nonprofit executive positions throughout Stephen’s career.???? Accounting as a Tool for StorytellingStephen discusses how management accounting allows organizations—especially nonprofits—to use financial data to tell compelling stories, guide strategy, and measure impact.???? Inspiring the Next GenerationStephen shares his passion for working with high school and college students, building accounting programs, and helping young people see that accounting is meaningful, people-driven, and impactful.???? A Call to ActionMost people become CPAs because they know one—a parent, friend, or teacher. Stephen encourages CPAs to be that influence and help students discover the profession early. About the GuestStephen King, CPA is a nonprofit accounting leader, consultant, entrepreneur, and longtime advocate for accounting education. His career spans public accounting, consulting, nonprofit leadership, and building communities that help organizations and students use accounting to make data-driven, mission-focused decisions. Stephen is deeply involved in mentoring students and advancing the future of the CPA profession. Stephen King, [email protected]

Controlling Rising Healthcare Costs: A Smarter Benefits Strategy for Business OwnersEpisode SummaryIn this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek welcomes Anthony Chandler of Acrisure, a global insurance brokerage and risk management firm specializing in property & casualty and employee benefits.Anthony explains why CPAs are often the first professionals business owners turn to when healthcare costs spiral out of control—and why having the right benefits consultant in your virtual Rolodex matters. With more than 30 years of experience, Anthony shares how Acrisure takes a custom, alternative-risk approach to rebuilding health plans, helping employers control costs over a 3–5 year horizon without disrupting employees or provider networks.This episode is especially valuable for CPAs advising business owners, CFOs, and HR leaders facing ongoing double-digit healthcare cost increases.What You’ll Learn in This Episode???? Why CPAs Need a Benefits Expert in Their Virtual RolodexHealthcare is often the second-largest expense for businesses, and CPAs are frequently asked how to control rising group health costs.???? Why Traditional Health Plans Keep FailingAnthony explains how most plans rely on “off-the-shelf” products from major carriers, offering little differentiation or long-term cost control.???? Acrisure’s Custom-Built ApproachInstead of “renting” insurance year to year, Acrisure rebuilds health plans—optimizing pharmacy benefits, hospital services, and vendor selection while keeping the same provider networks.???? How Employers Can Save Without Disrupting EmployeesBy changing backend vendors—such as pharmacy benefit managers or stop-loss providers—companies can save hundreds of thousands of dollars without changing copays, doctors, or employee experience.???? Who This Strategy Works Best ForAcrisure primarily works with organizations between 100–1,000 employees, but solutions can be effective for companies as small as 25–50 employees.???? Hidden Tools Employers Already HaveMany companies already pay for concierge services and cost-saving tools within their plans—but don’t know how to use them effectively.???? What to Expect in 2026Anthony warns of continued healthcare cost increases and encourages employers to explore alternative, progressive benefits strategies sooner rather than later.About the GuestAnthony Chandler is a senior consultant with Acrisure, bringing more than 30 years of experience helping organizations design smarter, more efficient employee benefit programs. His work focuses on alternative risk strategies, long-term cost control, and improving outcomes for both employers and employees.

From Aviation Dreams to Accounting Leadership: A CPA’s Journey in a Growing FirmEpisode SummaryIn this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek sits down with fellow CPA Laurian Tollett, Partner at DRDA LLC, to discuss her career journey, leadership role, and the wide range of opportunities available within the accounting profession.Laurian shares how her path began in aviation before she discovered accounting as a profession that offers stability, flexibility, and endless opportunity. Now a partner at a growing mid-sized firm, Laurian discusses her work across attestation, tax, valuation, and firm leadership—highlighting how CPAs can build dynamic, people-centered careers that evolve over time.This episode is especially valuable for students, early-career professionals, and anyone questioning whether accounting is limited to “audit or tax.” What You’ll Learn in This Episode???? What a Partner’s Day-to-Day Really Looks LikeLaurian explains how her role spans attestation, financial reporting, tax, valuation, client relationships, recruiting, and firm growth—showing that no two days are ever the same.???? Why Mid-Sized Firms Offer Unique OpportunitiesWorking in a growing firm allows for greater variety, deeper client relationships, and the ability to help shape culture, hiring, and future service lines.???? How Valuation Fits into an Accounting CareerLaurian shares how audit naturally led her into valuation work and how financial analysis plays a critical role in helping clients make major business decisions.???? Why She Chose AccountingAfter starting out in aviation, Laurian gravitated toward accounting because it is the “language of business” and offers long-term opportunity across industries, locations, and career paths.???? The Importance of Curiosity and Lifelong LearningA key theme of the conversation is staying curious, adaptable, and open-minded—qualities that help CPAs grow as professionals and leaders.???? Advice for Future CPAsAccounting is far more exciting in practice than it appears in textbooks. Laurian encourages students and candidates to explore different paths, pursue their CPA sooner rather than later, and stay open to where the profession can take them. About the GuestLaurian Tollett, CPA is a Partner at DRDA LLC, a growing mid-sized accounting firm south of Houston. She oversees attestation and financial reporting while also working in tax, valuation, and firm leadership. Laurian is passionate about client service, mentoring, and helping professionals build meaningful, flexible careers in accounting.

Why It’s Never Too Late to Become a CPA: One CPA’s Journey from Tax to AdvisoryEpisode SummaryIn this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek sits down with fellow CPA Delilah Durancou to discuss her journey into accounting, her path through tax, and her transition into an advisory role.Delilah shares how she originally came from a finance background, why accounting became the foundation of her career, and how earning the CPA license opened doors she never imagined. Together, Kristie and Delilah discuss common misconceptions about accounting, the evolving role of CPAs in a technology-driven world, and why CPAs are far more than “number crunchers.”This episode is especially meaningful for students, career changers, and professionals considering the CPA credential later in life.What You’ll Learn in This Episode???? What a Career in Tax (and Advisory) Really Looks LikeDelilah explains that no two days in tax are the same—and how moving into advisory has added a new layer of learning, client interaction, and problem-solving???? Why She Chose Accounting Over FinanceAfter starting in finance, Delilah realized accounting provides the strongest foundation and the most flexibility across industries and roles???? The Influence of Family and MentorshipSupport from family and mentors—especially during CPA exam preparation—played a major role in her success and confidence???? The Real Benefits of Being a CPADelilah highlights the wide range of opportunities available to CPAs, including the ability to move across industries and into advisory roles with ease???? Debunking the “Accounting Is Boring” MythAccounting is dynamic, client-focused, and constantly changing—requiring research, communication, and strategic thinking every day ???? AI Won’t Replace CPAs—It Will Elevate ThemAI can handle repetitive tasks, but CPAs bring the human judgment, critical thinking, and advisory insight clients truly need ???? A Message for Aspiring CPAsIt’s never too late to pursue the CPA license. While challenging, the payoff in confidence, opportunity, and career growth is worth itAbout the GuestDelilah Durancou, CPA works in tax at DRDA and is expanding into an advisory role. With experience across accounting and finance, Delilah brings a thoughtful, client-centered approach to her work and is passionate about mentoring future CPAs 

Episode SummaryIn this special episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek welcomes Antoinette Mosley, a recent University of Houston–Downtown graduate, new audit associate, and CPA exam candidate.Antoinette shares her inspiring journey from working in customer service during COVID while raising a young child to earning her accounting degree magna cum laude and launching her career in public accounting. She opens up about navigating motherhood, full-time work, CPA exam preparation, and the importance of community, delegation, and self-leadership along the way.This episode is a must-listen for CPA candidates, young professionals, and anyone balancing big goals with real life. What You’ll Learn in This Episode???? Why Antoinette Chose AccountingDuring COVID, Antoinette decided to return to school after realizing she wanted a professional career working with people—not just customer service—leading her from finance to audit through internships and career fairs. ???? What Life Is Really Like in AuditShe describes a supportive, team-based firm culture where mistakes are part of growth—not something to fear. ???? How She Balanced School, Motherhood & LeadershipAntoinette treated her life like a business—serving as the “CEO” of her own world while holding leadership roles, maintaining a strong GPA, and raising her daughter. ???? Smart Delegation as a Survival SkillShe emphasizes the importance of outsourcing what you can—like groceries or cleaning—to protect mental energy and time.   ???? How She Studies for the CPA ExamHer CPA strategy includes:·        Strict bedtime for her daughter·        Nightly Zoom study sessions·        Accountability partners·        Flexible intensity based on busy season ???? A Powerful Reminder for CPA CandidatesYour clients will never ask how many times you took the exam—they only care that you earned those three letters: CPA About the GuestAntoinette Mosley is a University of Houston–Downtown graduate (Class of 2025), audit associate, and CPA exam candidate. A working mom and first-generation professional, she represents the future of the accounting profession—bringing resilience, leadership, and determination to everything she does. 

Podcast: TXCPA Houston – Virtual Rolodex Host: Kristie Ondracek Guest: Arthur Forbus, Founder & CEO, Changing the Face of FinanceEpisode TitleFrom Spreadsheet Chaos to Board-Ready Clarity: How CFOs Can Lead the Future of Finance Episode SummaryIn this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek welcomes fellow TXCPA Houston member Arthur Forbus, founder and CEO of Changing the Face of Finance, to discuss how CFOs and finance teams can escape spreadsheet chaos and move toward board-ready clarity.Arthur explains how mid-market oil and gas companies can improve close, reporting, budgeting, and forecasting by aligning strategy, people, process, technology, and data through his CFOF Compass Method. The conversation dives into the real drivers of successful finance transformation, the role of AI, and why people and process—not just technology—determine whether change actually works. What You’ll Learn in This Episode???? How Arthur Helps CFOsArthur works with CFOs and finance teams to replace “spreadsheet hell” with structured, scalable corporate performance management systems that produce clear, decision-ready information for boards and stakeholders. ???? What the CFOF Compass Method DoesHis method aligns five key areas: Strategy, People, Process, Technology, and Data—so finance teams can move forward together instead of pulling in different directions.   ???? Why Technology Alone FailsArthur explains that automating a bad process only creates “chaos faster.” Successful finance transformation must start with people and workflows—not just shiny new tools. ???? The Real Roadblocks Companies FaceMany organizations chase the latest technology without a strategy or fail to involve the people who actually run the processes, which leads to resistance and failure. ???? How AI Is Changing FinanceAI and automation don’t replace accountants—they make them more productive by removing low-value tasks so professionals can focus on analysis, decisions, and strategy. ???? Why Budget Season Is the Perfect Time to ActArthur explains that the chaos of budgeting and year-end close is often the moment CFOs realize something must change—and why starting a plan now sets the stage for a better future. About the GuestArthur Forbus is Founder and CEO of Changing the Face of Finance, where he helps CFOs and finance teams in mid-market energy companies transform their close, reporting, budgeting, and forecasting into modern, scalable systems. With experience spanning Fortune 500 companies, audit, technology consulting, and management consulting, Arthur brings a rare blend of technical and strategic leadership to the Office of the CFO. Arthur ForbusFounder & CEO713.398.8158 [email protected] CFO-Future.comLinkedInDigital Card

Podcast: TXCPA Houston – Virtual RolodexEpisode Title: From Small-Town Texas to CFO Advisor: Arthur Forbus on Changing the Face of FinanceHost: Kristie OndracekGuest: Arthur Forbus, CPA — Founder & CEO, Changing the Face of FinanceEpisode SummaryIn this episode of Virtual Rolodex, Kristie Ondracek sits down with fellow CPA Arthur Forbus to explore how a small-town Texas upbringing led to a national career in finance, consulting, and corporate performance management. Arthur shares how his CPA laid the foundation for opportunities ranging from Fortune 500 companies to becoming a partner in a major consulting firm—and ultimately launching his own firm to help CFOs move beyond spreadsheet chaos.Arthur also challenges common misconceptions about accounting, emphasizing that today’s finance professionals are storytellers, strategists, and drivers of business decisions—not just number crunchers.What You’ll Learn in This Episode1️⃣ Why Arthur Chose AccountingArthur originally planned to be a petroleum engineer, but quickly realized business—and accounting—was where he truly belonged after switching majors and seeing his grades and confidence soar. 2️⃣ The Power of the CPA CredentialPassing the CPA exam was one of Arthur’s biggest early accomplishments and helped open doors into public accounting, Fortune 500 companies, and ultimately consulting and partnership roles. 3️⃣ How Accounting Opens Career PathsArthur explains how his CPA launched him into management and technology consulting, where he eventually led a CFO services practice and became a partner—opportunities he never imagined early in his career. 4️⃣ Debunking the “Boring Accountant” MythAccounting is not just sitting in spreadsheets—it’s about strategy, decision-making, and helping organizations understand their data so they can move forward. 5️⃣ Accounting as the Story of the BusinessArthur and Kristie both emphasize that accounting is the foundation for telling the story of where a business has been—and where it’s going. 6️⃣ Arthur’s Advice to CPAs and Future ProfessionalsHave fun. Never stop learning. Keep reading, growing, and challenging how things are done.About the GuestArthur Forbus is the Founder and CEO of Changing the Face of Finance, where he helps CFOs and finance teams modernize how they manage close, reporting, forecasting, and strategic planning. With a background spanning public accounting, Fortune 500 companies, and management consulting, Arthur brings a rare blend of technical expertise and big-picture strategy. Arthur ForbusFounder & CEO713.398.8158Arthur@CFO-Future.comCFO-Future.comLinkedInDigital Card

Episode HighlightsThe host, Kristie Ondracek, welcomes listeners and introduces the repeat guest speaker for the upcoming conference: Dr. Minh Nguyen, DO, Chief Medical Officer of Agile Occupational Medicine.​Dr. Nguyen shares his background, including 25 years of practice specializing in occupational and environmental medicine, taking care of the workforce such as police officers, firefighters, and teachers.​Main Topics DiscussedDr. Nguyen will present the closing session at the Fall Accounting Conference, discussing "Redefining Health"—addressing physical, mental, emotional, and energetic health.​He emphasizes how organizational leadership can benefit from prioritizing individual and collective wellness, as the health of team members translates into healthier, more successful organizations.​The discussion covers why attending his session is essential for both personal and organizational benefit—it will help attendees improve their health, wellness, and overall performance, which positively impacts professional and personal spheres.​Dr. Nguyen highlights the importance of energy, compassion, and focus in leadership, encouraging participants to "pay it forward" in their own organizations after the session.​Takeaways and RecommendationsThe session is designed to provide practical strategies for improving health and energy, regardless of attendees’ current wellness level.​Both Kristie and Dr. Nguyen encourage entire teams and leaders to attend, noting that every participant will gain unique insights relevant to their own circumstances.​Registration information and resources will be available in the show notes; the event is open to CPAs, accountants, finance professionals, and anyone interested in wellness and professional growth.​Notable Guests and RolesHost: Kristie Ondracek (TXCPA Houston)Guest Speaker: Dr. Minh Nguyen, DO, Chief Medical Officer, Agile Occupational MedicineClosing RemarksThe podcast wraps up with encouragement to register for the conference and a note of appreciation to listeners, emphasizing the value of community and peer support. REGISTER HERE FOR F.A.C.T.S. - https://bit.ly/4hgPUHt

Leading Finance Teams Through Change — A Conversation with Arthur Forbus Host: Kristie Ondracek, TXCPA HoustonGuest: Arthur Forbus, Founder & CEO, Changing the Face of Finance (CFOF) Episode OverviewIn this episode of TXCPA Houston’s Virtual Rolodex, Kristie Ondracek sits down with Arthur Forbus, founder and CEO of Changing the Face of Finance (CFOF), for a preview of his upcoming session at the 2025 Fall Accounting Conference and Technology Symposium (FACTS). The event will be held November 19–20, 2025, at the Norris Conference Center in Houston, Texas.Arthur shares his insights on leading finance teams through change, emphasizing how CFOs and accounting leaders can guide their teams through transformation with confidence and clarity. Key Topics Discussed·        The importance of aligning strategy, people, process, technology, and data in modern finance.·        How finance leaders can prepare their teams for organizational and technological change.·        Practical application of the ADKAR change management model.·        The role of adaptive leadership in evolving finance environments.·        The value of lifelong learning and networking at professional conferences. Why You Should Attend FACTS 2025·        Connect with top accounting and finance professionals.·        Gain real-world insights from CFOs and industry experts.·        Participate in authentic, conversational sessions like Arthur’s fireside chat with Adam Maclay, CFO of LSS Cyber at Honeywell.·        Leave inspired, informed, and ready to lead change in your organization.Event DetailsDates: November 19–20, 2025Location: Norris Conference Center, Houston, TXRegistration: https://bit.ly/4hgPUHt

In this episode of Virtual Rolodex, Kristie sits down with Matt Daniel from All in IT for a conversation that blends technology, strategy, and partnership.Matt shares his insights on:The IT services every business should be thinking aboutWhat he believes is the true “secret sauce” to business successWhy he’s looking forward to being a partner with TXCPA HoustonWhether you’re curious about how IT can strengthen your business, or you want to hear what drives successful leaders, this episode is packed with value.Matt's contact information:Matt Daniel, CEO, FOUNDER All in IT855‑ALL IN ITo:281.493.8098c:[email protected]://www.linkedin.com/in/matt-daniel-allinit/

Kristie Ondracek welcomes listeners to a special episode of the TXCPA Houston Virtual Rolodex, featuring quarterly updates from corporate sponsors. This episode spotlights Goodman Financial, represented by Senior Financial Advisor Hunter Coday, who provides insights on the most recent tax legislation, key impacts for individuals and families, Social Security changes, and current market conditions. Tax Law Updates: Key Provisions from the Recent BillHigh-Level Takeaways·        Recent Legislation: A major tax bill with extensive provisions has been signed, aiming to continue or adapt key elements of the 2017 Tax Cuts and Jobs Act.·        Firm's Approach: Goodman Financial has reviewed the legislation and distributed a client-focused summary on relevant changes.Key Provisions·        Standard Deduction & Tax Rates:·        Standard deduction remains high and is now permanent.·        Tax rates, previously set to revert to higher levels, are now extended at current rates for the foreseeable future.·        Enhanced Senior Deduction:·        New deduction for individuals aged 65+, available for the next three years.·        Begins phasing out at $150,000 for married filing jointly, requiring careful income planning to maximize the benefit.·        State and Local Tax (SALT) Deduction Cap:·        The deduction cap temporarily increases from $10,000 to $40,000 through 2029, particularly benefiting those who itemize deductions.·        The $40,000 limit phases out at $500,000 of income and reverts to $10,000 at $600,000, highlighting the importance of strategic planning.·        Estate Tax Exemption:·        The exemption has been increased from just under $14 million to $15 million per person (rather than being halved), offering clarity and planning flexibility for those with larger estates.·        Advisory Note: Some provisions are labeled "permanent" but could change with future legislation, so periodic review is recommended. Social Security Fairness Act: Major Changes·        Background: The Social Security Fairness Act, passed earlier this year, eliminates two longstanding provisions:·        Windfall Elimination Provision (WEP)·        Government Pension Offset (GPO)·        Impact:·        People with pensions who previously saw their Social Security reduced (sometimes entirely) now have access to full or increased benefits.·        Effective retroactively, many recipients have already received lump sum adjustments and higher monthly payments since early 2024.·        Individuals who previously did not qualify for Social Security due to these provisions are encouraged to re-evaluate their eligibility.·        Planning Note: Increased payouts may affect tax situations, requiring careful review.·        Sustainability: While positive for recipients, higher outlays may impact Social Security’s long-term funding, an issue expected to be addressed in future reforms.·        Example Shared: A federal pensioned widow, previously denied survivor benefits, now receives $3,000–$4,000 more each month. Market and Economic Update·        2025 Overview: The overriding theme is uncertainty—driven by market volatility, tariff news, and broader economic factors.·        Market Recap:·        Stocks experienced a sharp drop in April 2025 after tariff announcements but have since rebounded, with the S&P 500 up approximately 7% year-to-date.·        Investor Guidance:·        Assess risk tolerance and time horizon: Those closer to needing their funds should avoid high-risk investments during volatile periods.·        Volatility can present opportunities for long-term investors with excess cash.·        Avoid reactionary decisions—staying the course with a well-structured plan is often the best strategy.·        Firm Philosophy: Goodman Financial emphasizes regular review of portfolio alignment with individual risk tolerances and long-term goals, not timing the market. Practical Advice for Listeners·        Proactive Planning:·        Review tax and financial situations during July and August, before the end-of-year rush.·        Coordinate with financial advisors, CPAs, or attend community classes to understand how new rules affect your personal situation.·        For those near critical income or age thresholds, seek tailored advice to take full advantage of current deductions and exemptions.Hunter W. CodaySenior Financial Advisor Goodman Financial CorporationMoney Manager | Financial Advisor | PhilanthropySERVING CLIENTS FOR OVER 30 YEARS 5177 Richmond Avenue, Suite 700 | Houston, TX 77056Phone (713) 599-1777 x108 | Toll Free (877) 599-1778Direct (346) [email protected] | www.GoodmanFinancial.com

Join us for an inspiring conversation with Mariella Bosquez, a University of Houston student and active member of the TXCPA Houston Chapter. Mariela shares her unique journey from psychology and Spanish to discovering her passion for accounting, how she found a welcoming community in the Houston chapter, and her insights on the evolving accounting profession.https://www.linkedin.com/in/mariella-bosquez-906a37134/

In this episode of the TXCPA Houston Virtual Rolodex podcast, host Kristie Ondracek welcomes Mark Struczewski, also known as “Mister Productivity.” Mark shares his mission to help overwhelmed professionals get “unstuck” by focusing not just on to-do lists, but also on mindset and overall well-being. He emphasizes that many people wait until their problems become severe before seeking help, and encourages listeners to be proactive about self-reflection and continuous learning. Mark discusses the importance of embracing new technologies like AI as helpful tools rather than threats, and urges professionals to stay curious and adaptable.And as a listener and follower of TXCPA Houston, special program just for you to level up your productivity journey in a holistic way.The Clarity Catalyst — Founder’s EditionFor: High-performing pros who feel stuck, scattered, or stretched too thin and need decisive clarity—fast.Length: 30-day private coaching sprintFounder’s Rate: $4,997 (full launch price will be $10k+)Seats: 4 total · doors close Sunday 11:59 PM CST or when all four are claimedWhat’s inside:• 90-min Deep-Clarity Kickoff• Custom 30-Day Momentum Map (day-by-day action plan)• Weekly 45-min 1-on-1 coaching calls (a total of 4)• Unlimited WhatsApp coaching (Mon–Fri)• Exclusive tools & templates from my productivity vault• 7-Day Momentum Booster check-in to lock the winsHow to claim a seat:1. Reply “I’m in” to this email and I’ll handle onboarding, or2. Book a quick qualifier call → https://tidycal.com/ski/10-minute-clarity-catalyst-fit-callMark ‘Ski’ Struczewski (stru-chess-key)Coach Clarity | Helping High-Achievers Cut Through the Noise & Take Intentional Action

Kristie welcomes Ely Delaney, an expert in automated systems and email marketing strategy, to discuss authentic communication, building lasting client relationships, and the smart use of automation and AI in business outreach. Ely shares actionable tips for making your emails stand out, avoiding common marketing mistakes, and creating genuine connections that turn prospects into lifelong clients.What’s Inside:How to write emails people actually want to read—ditch the spammy tactics and connect like a real human.Why authenticity and personality are your best marketing tools.The magic script Ely uses to re-engage cold contacts (hint: it starts with “I’m such a slacker…”).How to mix value and offers so your audience is excited to hear from you—not annoyed.AI in marketing: Use it as a brainstorming tool, but keep your voice real and your stories true.Practical tips: Read your emails out loud before sending to keep your tone natural and conversational.Connect with Ely DelaneyEly is open to conversations and happy to help with your marketing challenges.http://ConnectWithEly.com

In this episode of the TXCPA Houston Virtual Rolodex, host Kristie Ondracek sits down with Steve Goodman, founder of Goodman Financial, to discuss the firm’s long-standing support of TXCPA Houston, their unique approach to financial planning, and the importance of community and professional development within the CPA world. Steve shares insights into Goodman Financial’s mission, the value of building trusted relationships, and how the firm fosters both internal leadership and external education for CPAs and the broader communitySteve Goodman, CPA, CFP®www.goodmanfinancial.com

Kristie Ondracek welcomes Roger Devine to discuss innovative fundraising solutions for nonprofits, especially those connected to schools and grassroots organizations. Roger shares insights into his company, SchoolAuction.net, and how their software is tailored to support volunteer-led fundraising events with user-friendly, cost-effective tools.SchoolAuction.net is designed for small, volunteer-driven nonprofits seeking efficient, affordable, and user-friendly fundraising solutions.The platform stands out for its transparent pricing, flexibility, and commitment to customer support.Innovative ideas like sign-up parties and robust communication tools help organizations maximize their fundraising potential, even in challenging timesFor more information - Roger Devine - [email protected]

Meet Natallia Ornelas, CFP®, RICP®, Wealth Management Advisor with 15+ years of experience and CFP® & ICP designations. From Belarus to the U.S., her inspiring journey is built on grit, professionalism, and a passion for helping clients navigate complex financial decisions.✨ Fun fact: She used to be a singer — and that’s how she met her husband!

In this episode, Kristie Ondracek interviews Alec Olinger, Senior Audit Associate at Harding, Shymanski & Company and creator of the "Elevate CPA" TikTok channel. Alec shares his honest journey to passing the CPA exam-including early setbacks, taking a break, and finally passing in October 2024. He talks about the mental challenges, the importance of finding your own study rhythm, and balancing work, life, and exam prep.Alec started his TikTok channel to encourage CPA candidates and offer real, practical advice after finding most exam tips too vague. He emphasizes that the CPA exam is a test of discipline, not intelligence, and encourages candidates not to compare themselves to others-everyone’s path is unique.Alec debunks the myth that accounting is boring, highlighting the dynamic work and great people in the profession. He advises anyone on the fence about the CPA to go for it, as the credential opens doors and sets you apart, especially with the current shortage of CPAs.Key Takeaways:·      The CPA journey is tough but worth it-don’t give up, even if you fail.·      Balance is possible: make time for friends and family, but stay disciplined.·      Find your best study times and give yourself grace.·      The accounting field is full of variety, growth, and community.·      Passing the CPA exam is about persistence and mindset, not just smarts.Check out Alec’s “Elevate CPA” TikTok for more encouragement and tips.https://www.linkedin.com/in/alec-olinger/

In this episode, Kristie Ondracek interviews Sabrina Leonardi about her unique journey to becoming a CPA, her career path across industry and consulting, and the wide-ranging opportunities available in accounting and finance. Sabrina shares insights on the value of the CPA credential, the diversity of roles in the field, and advice for students considering accounting or finance.Key Topics DiscussedSabrina’s Background and EducationGraduated from Oklahoma State University with degrees in accounting and finance.Did not pursue a master’s in accounting but became CPA-eligible by taking extra classes and studying while working full-time at ExxonMobil.Passed the CPA exam in nine months.Career PathStarted at ExxonMobil in the Controllers organization with roles in project accounting, risk and controls, and financial planning and analysis.Transitioned to consulting at Riveron, focusing on accounting process improvements and financial modeling.Currently at Alvarez & Marsal, leveraging her energy industry experience and CPA background.Industry vs. Consulting: Day-to-Day DifferencesConsulting involves varied projects and problem-solving for different clients, especially in the energy sector.Industry roles, such as those at ExxonMobil, included project-specific accounting and working with financial statements.Both paths offer dynamic, non-repetitive work.Why Choose Accounting and the CPA Credential?Accounting opens doors to numerous industries and roles.The CPA is highly valued by employers and provides a competitive edge.Sabrina encourages students to consider accounting and finance for their versatility and career potential.Advice for StudentsBoth accounting and finance degrees are challenging but rewarding.These fields offer opportunities in every industry, from consulting to technology.Determination and a willingness to learn can lead to success.The Accounting CommunityAccountants and CPAs share an analytical mindset and attention to detail.The profession fosters a supportive community, with colleagues often collaborating to solve complex problems.The Future of AccountingTechnology, including AI and advanced systems, is increasingly important.Sabrina recommends learning about accounting systems and staying ahead with tech skills.Key Quotes“The CPA opens a lot of doors… It gives you a competitive advantage over other people.” – Sabrina Leonardi“Every day is different. That’s what I like about accounting-it’s always something new, always a new challenge.” – Sabrina Leonardi“If you’re considering getting your CPA or majoring in accounting or finance, I highly recommend you go for it. It really will open so many doors and opportunities for you.” – Sabrina LeonardiTakeawaysThe CPA credential is a powerful asset for career mobility and advancement.Accounting and finance professionals are needed in every industry.The field is dynamic, offering diverse roles and constant learning opportunities.Embracing technology and continuous learning are key to future success.Connect with the ShowSubscribe for more interviews with CPAs and industry professionals.Share your feedback and questions for future episodes.Thank you to Sabrina Leonardi for sharing her story and insights!

Kristie welcomes Mark Bacon, a professional engineer and practice lead at Leyton, a global tax consulting firm specializing in niche tax incentives for commercial real estate. Mark is a featured speaker at the upcoming Spring Technology and Accounting Resources Summit (STARS), taking place May 13–14 at the Sugar Land Marriott.Key Topics Covered:Mark’s Background:Mark is an engineer with experience at Moss Adams (now Baker Tilly) and currently leads Leyton’s commercial real estate services team. Leyton focuses on helping businesses maximize underutilized tax incentives, especially in real estate and construction.Summit Presentation Preview:Mark will participate in a panel on financing methods for clients owning commercial real estate. The discussion will walk through the construction lifecycle, identifying opportunities for tax savings and incentives at each stage, including:Project funding options (e.g., commercial PACE loans)State and local utility rebates (such as incentives for installing energy-efficient equipment)Federal and local tax incentives that can significantly reduce project costsWhy Attend This Session:Many valuable tax incentives are overlooked because the IRS does not proactively inform taxpayers about missed opportunities. Mark’s session aims to equip CPAs and advisors with actionable knowledge to help clients save more on real estate projects and avoid leaving money on the table.Conference Benefits:The summit is strategically scheduled after tax season, giving professionals a chance to network, learn from peers, and gain insights into best practices and new strategies for client service.Event Details:Spring Technology and Accounting Resources Summit (STARS)Dates: May 13–14Location: Sugar Land MarriottRegistration: Link provided in show notes-register ASAP to secure your spot.Contact & Networking:Attendees are encouraged to connect with Mark and other experts to expand their own "virtual rolodex" for future client needs.Don’t miss this opportunity to learn about maximizing tax incentives in commercial real estate and to network with industry leaders. Register for STARS today - bit.ly/2025STARS!

Guest: Michael Haynes, Business Growth Specialist from Sydney, AustraliaEvent: Spring Technology and Accounting Resources (STARS) SummitDate: May 13-14, 2025Location: Sugar Land, HoustonSession Details: "Cracking the Code: Finding, Winning, and Keeping High-Value Advisory Clients"Two-part sessionInteractive, not "death by PowerPoint"Covers:1. What today's advisory service buyers want2. How buyers purchase advisory services3. Go-to-market strategy pillars4. Creating effective advisory servicesKey Takeaways:Action plan for firm growthUnderstanding modern B2B advisory service dynamicsPractical strategies for acquiring high-value clientsBonus: Additional 3-hour Northwest Roundtable workshop for deeper strategy developmentRecommended For:Firm ownersAspiring entrepreneursIndustry professionalsAnyone seeking strategic advisory insightsPotential ROI: Estimated 400%+ through practical, proven strategiesHighlights: Engaging, interactive learning with actionable next steps for business growth

Episode Overview:Kristie welcomes Nef Palacio, a CPA since 2021, to discuss his journey into accounting, the value of the CPA credential, and the realities of working in public accounting.Key Topics:Career Beginnings:Nef shares how a high school accounting class and encouragement from his sister sparked his interest in the field. Influential professors and peers in college introduced him to the CPA path and its professional opportunities.Benefits of Being a CPA:The CPA designation has opened doors both professionally and personally, enabling Nef to connect with like-minded professionals, mentor interns, and participate in recruiting efforts.A Day in the Life:Nef describes his typical workday, which includes catching up on emails, reviewing tax returns, attending meetings, and taking essential breaks. During busy season, hours are longer, but flexibility increases after major deadlines.Advice for Aspiring Accountants:Nef encourages newcomers to embrace the learning curve, noting the profession’s challenges and rewards. He highlights the satisfaction of seeing a project through to completion and the financial stability the field offers.Debunking Misconceptions:Addressing stereotypes, Nef explains that accounting is far from boring or purely about math. The work is dynamic, people-focused, and involves problem-solving and strategic advising for clients. Technology and software have streamlined routine tasks, allowing accountants to focus on higher-level consulting.The Future of Accounting:Nef discusses how skills in accounting empower professionals to create solutions and seize opportunities. He notes the growing role of AI and outsourcing in handling routine tasks, freeing accountants to provide more client-focused services.

In this episode, Kristie Ondracek welcomes Rhonda Travers, a featured speaker at the upcoming Spring Technology and Accounting Resources Summit (STARS), taking place May 13–14 in Sugar Land, TX, and virtually. Kristie and Rhonda discuss the importance of board engagement in nonprofit organizations, leadership development, and actionable strategies for accounting professionals looking to make an impact in the nonprofit sector.Register today: bit.ly/2025STARS

Kristie Ondracek hosts Deanna Sullivan, a renowned speaker and ethics expert, as part of the TXCPA Houston Virtual Rolodex series. This episode previews Deanna’s upcoming session at the Spring Technology Accounting Resource Summit (STARS), focusing on ethics in the accounting profession and beyond.Event DetailsEthics Session: May 12, 2025 (afternoon)STARS Conference: May 13–14, 2025, Sugar Land, TXWho Should Attend: CPAs, finance professionals, auditors, legal professionals, and anyone interested in ethical leadership and professional developmentSession Highlights·      Covers recent fraud cases and why individuals cross ethical lines·      Explores the difference between ethical and unethical behaviors, including those that may be “acceptable” but not right·      Includes interactive scenarios and audience discussions·      Ethics CPE credit available for CPAs, CIAs, CFEs, and valuable for all professionals

In this episode of TXCPA Houston's Virtual Rolodex, host Kristie Ondracek interviews Vladimir Amiouny, a CPA and audit and assurance senior at Deloitte in Houston. Vladimir shares his journey from being born in Canada to growing up in Houston, earning his bachelor’s in accounting and master’s in finance from Texas A&M University, and eventually pursuing a career in auditing. He explains that his role involves reviewing financial statements, internal controls, and providing opinions on their fairness and accuracy, with a focus on mentorship and team leadership during the busy season.Learn more about TXCPA Houston at www.txcpahouston.cpa

In this episode, Kristie Ondracek continues her series on the real-world experiences of accounting professionals by interviewing Rehan Noorani, a Houston-based CPA. Rehan shares his unique journey through various roles in the accounting field, offering valuable insights for aspiring accountants and CPAs.Thank you for listening!For more stories from accounting professionals and previews of upcoming conference speakers, subscribe and keep tuning in to the TXCPA Houston Virtual Rolodex.Connect with us for more resources, discounts on CPA study materials, and community support!www.txcpahouston.cpa

Episode Overview:In this episode, Kristie Ondracek kicks off the STAR-studded series leading up to the Spring Technology and Accounting Resources Summit (STARS) happening May 13–14. She sits down with Jesse Rubenfeld, an accountant-turned-technologist and CEO of FinOptimal, to give listeners a sneak peek at his upcoming session.

In this episode, host Kristie Ondracek welcomes Kaneez Masoom to discuss her journey in accounting, from discovering her passion in high school to becoming a director specializing in state and local tax. Kaneez shares insights on navigating the profession, embracing curiosity, and adapting to niche areas like sales tax and digital goods taxation. She also reflects on advice she would give her younger self and the importance of taking things one day at a time.Key Topics: ✅ Choosing accounting as a career path ✅ Transitioning from audit to tax ✅ Challenges in state and local tax ✅ The evolving landscape of digital taxation ✅ Advice for young professionalsTune in for an insightful conversation packed with career wisdom and industry expertise!Connect with Kaneez on LinkedIn - https://www.linkedin.com/in/kaneez-masoom-cpa-1a2772105/

TXCPA Houston Virtual Rolodex Guest: Scott Barcroft, Partner at RSM Episode Highlights: Breaking Accounting Stereotypes: Showcasing the dynamic and innovative side of the accounting professionGuest Profile: Scott Barcroft, leading value creation solutions at RSMCareer Journey: Started in accounting after abandoning pre-med pathWorked at Deloitte, PwC, and now RSMSpecialized in transaction advisory services and operational assessmentsBuilt a multi-million dollar practice from scratch at RSMKey Insights: Accounting offers diverse career paths beyond traditional number-crunchingCritical skills for success: 1. Writing and presentation 2. Interpersonal communication 3. Adaptability and technology integrationCareer Advice for Young Professionals: Be a "sponge" - absorb opportunitiesDevelop strong writing and interpersonal skillsNetwork activelyTake breaks and maintain work-life balanceFuture of Accounting: Technology (AI) will complement, not replace, human critical thinkingFocus on consultative and strategic rolesEmbrace technological tools to enhance professional capabilitiesConnect with Scott: LinkedIn information available in podcast show notesMemorable Quote: "Stick at it. [Accounting] can take you a long way and take you in a lot of different directions."Connect with Scott on LinkedIn: https://www.linkedin.com/in/scottbarcroft/

In this episode of TX CPA Houston Virtual Rolodex, host Kristie Ondracek interviews Jazmine, a remote tax accountant who provides insights into the modern accounting profession. Jazmine shares her journey into accounting, highlighting the profession's dynamic nature and challenging common misconceptions about accountants.Key Highlights:Remote Work Advantages: Discusses benefits of working remotely, including cost savings and flexibilityCareer Motivation: Chose accounting for its analytical nature and potential to help businessesProfessional Skills: Emphasizes the importance of communication, adaptability, and continuous learningDebunking Stereotypes: Shows accountants are diverse professionals with rich lives outside workJazmine stresses that CPAs are valuable assets who can help businesses navigate complex financial landscapes. She encourages aspiring accountants to be passionate, tech-savvy, and willing to adapt to changing regulations and technologies. The conversation provides an engaging look into the accounting profession, showcasing it as a dynamic, impactful career path with numerous opportunities for growth and personal development.Connect with Jazmine on LinkedIn: https://www.linkedin.com/in/jazminemc/

In this episode of the TXCPA Houston Virtual Rolodex, host Kristie Ondracek sits down with John Garrett—CPA-turned-comedian, keynote speaker, bestselling author, and corporate culture expert. John shares insights on how professionals can embrace their full identity beyond their job title, the importance of workplace culture, and how organizations can improve engagement and retention through authentic human connection.

In this week's episode, Kriste speaks with Matt Luensmann who is an experienced talent acquisition specialist and takes a unique approach to recruiting. He focuses on understanding a company's culture, mission, and long-term needs to find the right fit, rather than just filling an open role. Matt emphasizes the importance of strategic planning and addressing any cultural issues before making a hire to ensure long-term success. Business owners can benefit from Matt's expertise in navigating the hiring process and avoiding costly mistakes.Matt LuensmannMJL Recruiting & ConsultingOwner/Lead Technical Recruiter/[email protected]

In this episode, Kristie speaks with Adam Dimmick about his own journey and Crowe LLP.Adam Dimmick is a partner at the CPA firm Crowe and a past president of TXCPA Houston. He discusses Crowe's national presence and expertise in audit, tax, and consulting for public and private entities.Crowe has a global reach through its affiliation with Crowe Global, an accounting network in over 130 countries, allowing them to serve clients internationally.Crowe strongly encourages community involvement and mentorship, supporting programs like the TXCPA Houston Accelerate Leadership Development Program to help develop leaders within the firm and the profession.Crowe provides personalized service and acts as a trusted advisor to clients of all sizes, supporting them through different stages of growth and complex business needs.Adam encourages listeners to get involved with their local CPA chapters and societies, highlighting the benefits for professional development and networking.The conversation covers Crowe's capabilities, community focus, and commitment to client service in depth.Contact Adam to connect:Adam Dimmick, CPA, CGMA | PartnerCrowe LLP Nine Greenway PlazaSuite 1700Houston, Texas 77046713.353.1954 (direct)832.622.7408 (cell) [email protected] Learn more about the firm: www.crowe.com

WE ARE BACK!!Kristie sat down with Martin Fretwell, co-founder of Event Driven Growth, to discuss how you can upscale your events so attendees and employees actually want t come! Whether you're new to the event space or been around for a while, you’ll want Martin in your virtual rolodex to take your next event to the experience of a lifetime. Add him to your own virtual Rolodex! Book recommendation - 2 Hour Cocktail partyMartin [email protected]://www.linkedin.com/in/dontfretguys/

New Virtual Rolodex podcast episode available. Kristie sat down with Anshul Agrawal, CEO at June15 Consulting. He created the Direct Ownership model of offshoring. Listen today to hear why Anshul needs to be in your own virtual rolodex.Anshul AgrawalCEO, June15 ConsultingLinkedIn // Cell: 416-835-1689 // Direct: (647) 848-34651 King Street W, Suite 4800 - 68, Toronto, ON, M5H 1A1, Canada

New Virtual Rolodex podcast episode available. Kristie sat down with Nancy Cailleteau Mills, Business Prosperity Advisor with Lowenberg Consulting. She helps business owners to free up more time, make more money, and have more options in the future. Listen today to hear why Nancy needs to be in your own virtual rolodex. Nancy M.C. MillsBusiness Prosperity CoachLowenberg ConsultingCell: 281- 317- [email protected] a briefing with meConnect on LinkedIn

Tune in to our latest podcast episode as we dive into everything you need to know about the upcoming TXCPA Houston Fall Accounting Conference & Technology Symposium! Kristie sits down with the event's two co-chairs, Michael Kraten & Heather Bain, to discuss the hottest topics in accounting, cutting-edge technology, and what attendees can expect from this year's conference. Whether you're a seasoned CPA or just starting in the field, you won’t want to miss this insider look into Houston's premier accounting event! #TXCPAHouston #FallAccountingConference #TechSymposium #CPA #Accounting #Finance #PodcastConference Details - https://www.tx.cpa/houston/education/fall-accounting-conference---technology-conferenceAgenda - https://bit.ly/3NHj1pd

New Virtual Rolodex podcast episode available. Kristie sat down with Kim Bruggeman, ACA Compliance Consultant at ACAChamp.com. She speaks about how the team at ACAChamps helps CPAs and businesses be compliance with the Affordable Care Act annual compliance. Listen today to hear why Kim and ACAChamps need to be in your own virtual rolodex.Kim BruggemanACA Compliance Consultant ACAChamp.com 405-830-4653 [email protected] 9000 Cameron Parkway | OKC, OK 73114 Resources:ACAChamp Core Plus - https://bit.ly/3U5ISuGACAChamp Partner Program - https://bit.ly/4dGft1aACAChamp Partner Program Online - https://www.acachamp.com/partner-program/

New Virtual Rolodex podcast episode available. Kristie sat down with Stefan Hofmeyer, Managing Director at E78 Partners. He speaks about how the team at E78 helps small to large businesses with their growth, talent needs, and performance improvements. Listen today to hear why Stefan and E78 need to be in your own virtual rolodex. Stefan Hofmeyer Managing Director 201 Main St | Houston TX P: +1 713 396-0083 E: [email protected] 

New Virtual Rolodex podcast episode available. Kristie sat down with Elisa Ellis, Wardrobe Stylist at Turnkey Style. She helps businesses communicate the importance of dressing for success. Listen today to hear why Elisa needs to be in your own virtual rolodex.Elisa EllisWardrobe StylistTurnkey [email protected]"Life is short. Why not wear clothes that you look and feel amazing in?"