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CPA CAREER PATHS

Rosey Flaherty, CPA, MSA

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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.
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The Ambitious Bookkeeper podcast is for bookkeepers & accountants who are growing or aspiring to start their own business. Our mission is to elevate the bookkeeping profession by providing support and resources for new and experienced firm owners. We share actionable tips on running a successful bookkeeping business, tools and resources, plus guest expert interviews that will help you elevate your business. Where you can find us: Website: https://www.ambitiousbookkeeper.com BBA: https://www. ...
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This is THE PODCAST for learning about how to dominate your professional accounting or finance career and how to become certified in your field as a CPA, CMA, EA, CIA or CISA. Bryan Kesler walks you through the steps he took to pass the CPA exam while working full time and hosts interviews with people very similar to yourself to learn how they are successful in their careers. Bryan launched his blog theCPAguide.com and CMAguide.com in July of 2012 and has helped thousands of people sign up a ...
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The podcast for anyone thinking about or currently pursuing the CPA - featuring interviews with AICPA Exams Team staff, NASBA, recent Exam passers, and more. Brought to you by the American Institute of CPAs, the developer of the Uniform CPA Examination®, Next Stop CPA is the official podcast for the CPA Exam. Got a topic idea for us? Email: NextStopCPA@aicpa-cima.com
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You are not alone, building a business is hard. This is a podcast to hear from those who have done it before you so you can become the healthy, wealthy and wise entrepreneur you want to be. My name is Paden Squires, and I started out of college working in finance at a Fortune 500 company and hated it- I was bored out of my mind. So I wanted to change my life. I started studying for the CPA exam, listening to podcasts six hours a day; and I took four exams in eight months. I even started my b ...
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"CPA Review & More" is hosted by Phil Yaeger of Yaeger CPA Review. This podcast will discuss the CPA Exam and other topics related to CPAs. Each week we will have a special guest that we will interview about their career in the financial industry.
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Accounting Twins Podcast

Becky Steiger & Norma Steiger

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To CPA or NOT to CPA? Public vs Private? What if you could run an experiment? Take twins, with identical DNA, life experiences, education, GPAs, majors, internships, and careers as accountants. Then have twin A go private and have twin B become a CPA and go public. Follow Becky Steiger and Norma Steiger on their separate journeys in the private and public accounting worlds! Together they will compare and contrast their experiences and goals in the accounting profession.
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IRS Whisperer

Dan Henn, CPA, CTR™, CTC

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This is a show for tax professionals who want to expand their tax practice into IRS Representation (Collections and Exam). We teach the principals (and some advanced tips) on Marketing, Practice Management and Tax Technical tips to grow, manage and handle just about any case.
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The CMA Show

Nathan Liao, CMA / Anchor

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Welcome to The CMA Show! In every episode we go inside the minds of the most successful Management Accountants i.e. CFOs, Corporate Controllers, VPs of Finance so you can learn how to move up the ranks just like they did. You'll learn the aha moments that led them to where they are today, lessons learned along their career trajectory, and how you can replicate their success. The show is sponsored by CMA Exam Academy, the instructor-led prep course helping professionals around the world pass ...
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Actuarial Journey with Nemo Ashong

Actuarial Exam and Career Guidance for Aspiring Actuaries | Hosted by Nemo Ashong | Presented by ProSocial Learning | Actuarial Science

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Actuarial Journey podcast connects and empowers YOU and other aspiring actuaries to pass each of your exams the first time by sharing insights, lessons learned, and step-by-step tutorials from others who have been in your shoes. Come join us Journeyers as we go beyond the technical aspects of the profession and explore the best ways to maximize your studying, and ultimately achieve success on your actuarial exams and career, so that you have more TIME for the things that are important to you ...
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Today we are talking about building your empire and the hard work that can pay off with our guest, Gary Curley. Gary served 15 years in law enforcements as a crimes against children detective and hostage negotiator, he founded a nonprofit called Lizzie’s Hope to help victims of child abuse and neglect and he is now is a realtor. Gary left law enfor…
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In this interview episode, I’m chatting with Shea & Michelle, founders of Breakaway Bookkeeping + Advising. We delve into the innovative franchise model that encourages entrepreneurship and supports a healthy work-life balance, challenging the norms of traditional accounting firms. Join us as we explore Breakaway's unique assisted entrepreneurship …
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On today's episode we have on Clarity Coach, Emad Aldajani and we are talking all about having a positive mindset. Having a positive mindset will indicate if you will sink or swim in your entrepreneurship and resiliency will guarantee success. In this episode we cover: What all successful entrepreneurs have in common How to bounce back in the hard …
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In this interview episode I’m chatting with 401k expert, Matt Ruttenberg, and he dives into ALL things retirement planning. Seriously, this is packed with helpful info! Tune in to get strategies for planning your retirement & hear how different biz structures impact those plans and contributions. In this episode you’ll hear: Retirement planning str…
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Ep.27: CPA is the highest bar in our profession. The top designation! Shakor currently works as a Senior Program Manager at Amazon. Shakor has been an active figure within the accounting profession (NABA & AICPA), featured in numerous accounting publications, and is an alum of AICPA’s Leadership Academy and Accounting Scholars Leadership Workshop. …
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Today we have on professional basketball player and community leader Laurence Bowers. Laurence and I have similar backgrounds of growing up with a single mother and financial adversity and in this episode we talk about how you can rise above the challenges you were given. Laurence is now the director of marketing and content creation at Every True …
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In this interview episode, I’m chatting with Charles Leikauf, founder of Profit Surge Group, to unravel the intricacies of offering fractional CFO services within the accounting industry. Get ready to gain insights into mastering the art of offering CFO services, the importance of passion and confidence, and the real-world experiences that have sha…
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In this minisode I talk about our Hubdoc process & procedures for our clients, plus I give an example of how to encourage your clients to use Hubdoc! Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv (affi…
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Today I want to talk about the irreplaceable value of having a community and network as a business owner. I also read out one of my favorite poems, My Wage by Jessie B. Rittenhouse. My Wage by Jessie B. Rittenhouse I bargained with life for a penny, And Llife would pay no more, However I begged at evening when I counted my scanty store; For life is…
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In this Q&A episode, I share insights on how to pitch yourself for podcast interviews and what topics to cover. You'll learn how to set yourself apart, deliver compelling content, and utilize real-life client experiences to engage and educate your audience. Tune in and take notes as I walk you through the do's and don'ts of podcast pitching & inter…
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In today's episode we are talking with digital marketing growth strategies and CEO of Fence Post Ross McDaniel about the importance of having a marketing strategy to scale and grow your business. From SEO to customer review generation to referrals, Ross shows us his four key growth components every small business needs to scale. In this episode we …
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In this episode I give advice and insights on various topics related to running a bookkeeping business, attracting and converting clients, pricing strategies, marketing tactics, engaging with prospects, handling follow-ups, and more. In this episode you’ll hear: When to follow up with leads What to do when someone ghosts you after a Diagnostic Mess…
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Bryant Dawson understands the grind and hustle of work and entrepreneurship. He started with a family as young as 19 and needed to find work quick. He ended up working in the rigorous oil and gas industry as a project manager and eventually worked his way over a decade to become an extremely successful real estate investor. Bryant Dawson is now the…
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Knowing how to make money is important, but how to you keep and grow your wealth? In today's episode, we are talking with Brandon Neely from Wealth Wisdom Financial. Brandon helps entrepreneurs and business owners understand foundational financial wealth and cash flow in their business, so they become profit first. In today's episode we discuss: Ho…
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Ep.24: We need Technology to help us innovate. We need to innovate to Transform the world! With over 40 years in public accounting, Jim is now CEO of BPM, a leading California-based CPA firm. His journey from Audit Manager at Deloitte to COO at Rehmann, where he oversaw substantial growth through mergers and acquisitions, has equipped him with inva…
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Let's be honest, being an entrepreneur is no piece of cake. With every win, every failure, and every element in and out of your control, there is you and ability to keep going and not quit. In today's episode, we are talking with CEO of the luxury skincare line Silkenn and host of Behind The Silk, Ericka Nicole. Ericka quit her forensics career to …
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Ep. 23: Accounting is a People Thing With over 40 years in public accounting, Jim is now CEO of BPM, a leading California-based CPA firm. His journey from Audit Manager at Deloitte to COO at Rehmann, where he oversaw substantial growth through mergers and acquisitions, has equipped him with invaluable expertise. At BPM, Jim is focused on maintainin…
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In this interview episode I chat with Dawn Edelstein, CPA Exam Success Coach, all about the keys to CPA exam success. From mindset to study methods, this episode is filled with practical advice to help you excel in your CPA exam journey. So grab your notebook and get ready to take some notes! In this episode you’ll hear: The 3 Pillars of CPA Exam S…
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On today's episode, we are talking about the importance of self learning and top biggest mistakes entrepreneurs can make when trying to scale or grow their business. Today's guest is highly accomplished in this area, we are have on Hamid Mahmood, an accomplished Digital Consultant, CEO, and Founder of leading digital agencies—HTMLPro, Ecom Developm…
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In this interview episode, I chat with CEO & Founder of HireMyMom.com and hear about her story working from home for the past 20+ years. We dive into lots of good stuff around hiring for your bookkeeping business, you don’t want to miss this episode! In this episode you’ll hear: How & when to hire help for your Bookkeeping Firm Tips for a successfu…
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One great question can change your whole life. Today we are covering how asking the right questions and engaging with curiosity can make us better parents, spouses, community leaders, and even business owners. Our guest Carl Lubbe, swears by this as a business super power and it is the bread and butter to his business. Carl is the founder and CEO o…
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In this interview episode, I’m bringing Tia (my first hire!) back on to talk about all things WEBSITE DESIGN! Plus, Tia gives us a sneak peek at her new course - Squarespace for Bookkeepers. If your website has been a pain point for you in your business journey, then you’ll definitely wanna tune in! In this episode you’ll hear: the most important a…
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In today's episode we are covering the journey it takes to be an entreprenuer. We have on as a guest, Jeff Price from audio video consulting company, C.A.S. from Houston. Jeff believes the journey being an entrepreneur isn't straight but a winding path, but a path where you eventually end up where you want to be. We also cover in this episode: The …
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In this interview episode, I’m chatting with Deanna Zubrickas, a product specialist at Relay. We dive into the challenges with traditional banking methods, the partnership between Relay and Profit First, and the revamped partner program that offers exciting opportunities for bookkeepers and accountants! In this episode you’ll hear: The new Relay Pa…
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Record a question for me to answer on the podcast here: speakpipe.com/ambitiousbookkeeper In this minisode, I get into how to handle client banks that don’t integrate with Xero or Quickbooks. Learn when it makes sense to turn away a client, what to say to clients when this issue arises, and why we love Relay. Resources mentioned: Relay Learn how to…
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Today, we are going to talk about how Monica Pitts and Stacy Brockmeier have learned the importance of sticking to their values in their web design business, Maye Create Design. They have learned many lessons in their ten years in business and one of them is to work with clients who respect their values. We also learn in this episode why we all fel…
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This is a very special episode, where you get to hear from current and past VIP students inside of the Bookkeeping Business Accelerator! If you’ve wanted to know what has been the biggest help/game changer for my students, tune in to this one to find out! In this episode you’ll hear: an in-depth look at the program’s curriculum exclusive VIP perks …
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Once you have monetary success in your business- how do you manage your success? Today we are talking to a man I look up to immensely, my mentor and colleague Chaz Wolfe, from Gathering Your Kings Podcast. On today's episode, we talk about once you achieve success how to you manage your money in the wisest way? And how do you raise your future gene…
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In this solo episode, I delve into the complexities of growing a multi six-figure business and share insights on efficiency, workflow management, and hiring strategies crucial for business scalability. In this episode you’ll hear: the importance of narrowing your focus of services tips for creating processes & systems in your business the relations…
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In today's episode we are talking about resilience and not giving up. Matt Kuehlhorn from Kooler Garage Doors has what he called a past of "Graveyard LLC's" , he has a past of failed businesses and even bankruptcy. The thing is though is that he never gave up and now has his highly successful business, Kooler Garage Doors. In today's episode, Matt …
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This week, I’m re-airing a solo episode where I chat about how I recommend going about starting a bookkeeping business without any experience in bookkeeping. In this episode you’ll hear: topics any bookkeeper should know where to start what it takes to be a business owner Recommended programs: Bookkeeper Launch for learning bookkeeping in QBO (affi…
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On today's episode, we are talking about our relationships and motivations with money. Growing up, I realized the importance of money , as we all do at some point, and it became a great motivator in my life, but not without dealing with the mental block of scarcity. This will be a huge, but rewarding challenge throughout your business journey your …
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Have you ever wondered what a bookkeeper should be doing every month for clients What about what a successful daily structure looks like? Well, these are two questions I’ll be diving into today on the podcast. I recently put a call out to the listener audience to submit questions you’d like answered on the podcast. You can still submit questions, e…
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This is my favorite book for many reasons and I know it can change your life. This book has sold millions of copies in the past century and is the top self help book of our time and so I want to share it with you today. As entrepreneurs it is a constant mindset battle and I hope this book inspires you just as it has inspired me. GIVEAWAY: To win a …
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In today's episode, I will be diving into the four key reasons why self-education is the best education and also the best life-long investment for yourself. Life changes so quickly nowadays and building something for your future through self-education is the best way to thrive throughout the changes of life and career. Take charge of your life and …
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Today I am going to answer questions I will ask a lot of my guests. We are going to do a self Q & A! We will dive into how I quit my job, how I started my own company and ended up making the same as I made in my corporate job, and my best advice for anyone wanting to take the leap. We will also cover in the podcast: Why you should never think too s…
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In this interview episode, I’m chatting with Nick Baldo, Real Estate Investor & Online Educator, about how bookkeeping needs to be setup and the various nuances of real estate investment businesses. As a bonus at the end, we chat about his Youtube strategy. In this episode you’ll hear: Biggest mistake real estate bookkeepers make 3 things to make s…
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This is a podcast to hear from those who have done it before you so you can become the healthy, wealthy and wise entrepreneur you want to be. My name is Paden Squires, and I started out of college working in finance at a Fortune 500 company and hated it- I was bored out of my mind. So I wanted to change my life. I started studying for the CPA exam,…
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In this episode, I chat with Shannon Weinstein, CPA and host of Keep What You Earn podcast. Join us as we explore the power of intentional podcasting and its role in growing in your biz! In this episode you’ll hear: 3 areas you need to focus on to get on podcasts using AI to research podcasts to pitch how NOT to pitch how to be prepared for your in…
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In this episode, I'll walk you through 6 essential steps to adapt and thrive in this AI-driven landscape. We'll talk about embracing technology, enhancing data literacy, gaining tool proficiency, committing to continuous learning, obtaining professional certifications, and honing communication skills. I'll share personal experiences and tips, inclu…
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In this solo episode, I’m sharing a part of my planning process for ensuring profitability. Grab your notebook (or a google sheet) and follow along in setting up your client profitability analysis! In this episode you’ll hear: How we track time How I analyze client profitability Questions & considerations Resources mentioned in this episode: Clocki…
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