show episodes
 
Welcome to Change Your Mindset (formerly known as Improv Is No Joke) where it is all about believing that strong communication skills are the best way in delivering your technical accounting knowledge and growing your business. The way of building stronger communication skills is by embracing the principles of applied improvisation. Your host is Peter Margaritis, CPA a.k.a. The Accidental Accountant, will interview financial professionals and business leaders to find their secret in building ...
 
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show series
 
Brannon Poe, the founder of Poe Group Advisors, joined us for this episode of Where Accountants Go, the Accounting Careers Podcast. If you are the entrepreneurial sort, this episode will really speak to you. Brannon started his career in a typical accounting job, but it was only a few years later when he was able to join a small business in a combi…
 
Tracie Miller-Nobles, a college-level instructor that spends additional time developing supplemental materials for both faculty and students, joined us for this episode of Where Accountants Go, the Accounting Careers Podcast. Many accountants eventually realize that they enjoy helping others through teaching, and that is how Tracie got started in t…
 
Racism is something you learn over time through your family, your culture, and your environment. The reality of it is that—as hard and shameful as it is to admit—at one point in my life, I was a racist. As I recognized that improv was a leadership philosophy and way of life, my awareness, attitudes, and beliefs changed even more dramatically. The i…
 
Jocelyn Hill, a Partner with Williams, Adley & Company in Washington, DC, joined us for this episode of Where Accountants Go, the Accounting Careers podcast. This episode is unique for several reasons. First of all, Jocelyn has been with her firm for over 25 years, something we don’t see too often anymore. And in addition, their firm has an interes…
 
What can we learn about leadership from someone who grew up in a small town? Natalie Siston is the founder of Small Town Leadership. She takes the lessons she’s learned from small town living and applies them to achieve significant business success. Whether you’re a corporate leader looking for an effective way to motivate today’s workforce, a mana…
 
Susan Stutzel, a CPA that operates both in the non-profit specialty accounting field, as well as in the coaching space for female entrepreneurs, joined us for this episode of Where Accountants Go, the Accounting Careers Podcast. As many of us in the accounting field realize at some point in our careers, there are certain aspects of our jobs that we…
 
We all get distracted when we need to be focused. In improv, being present is critical to the success of the ensemble, and in leadership, being present is critical to the success of the business. It’s impossible to remain focused every minute of the day, but there are exercises you can do to become more focused and a better listener, which will in …
 
Eric and Rebecca Scott are a married couple with the perfect combination of math and writing skills. Eric is a licensed CPA in Kentucky and is a Tax Senior Manager at Ernst & Young, focusing on a wide variety of technical topics. Rebecca, who was an autism behavioral intervention specialist before staying home to raise her two children, is now an a…
 
Kent Klaus & Christine Landoll, two professors from two separate universities, joined us for this special edition episode of Where Accountants Go, the Accounting Careers Podcast. We invited these two exceptional educators on the show to share the unique and creative programs they and their respective universities were providing for accounting stude…
 
Do you listen to respond… or do you listen to understand? In my introduction to improv, I realized I was not that great of a listener. This was largely due to my inflated ego. To be a good listener, you need to adopt the “Yes, and” philosophy. Instead of pulling a conversation away from somebody else and back onto yourself, you need to add to it. T…
 
I’m behind! I can’t believe it, but between my own schedule and guests rescheduling, we missed our production deadline and don’t have a guest interview ready for release. It’s a painful thing for a podcaster. However, given that we have a special class starting next week, we take the opportunity to tell you more about our Individual Tax Bootcamp in…
 
Brannon Poe, the founder of Poe Group Advisors, has been facilitating advisors’ successful accounting practice transitions throughout the US and Canada since 2003. He’s also the creator of Accounting Practice Academy, an eight-week virtual workshop for accounting practice owners. He’s the author of the Account Practice Insights blog and hosts the A…
 
Stacey Rodgers, a CPA and the Director of Learning & People Development with Cohen & Company, joined us for this week’s episode of Where Accountants Go, the Accounting Careers Podcast. We always enjoy a story of how someone’s initial background in accounting continues to benefit them in other areas of business as their career progresses. Stacey’s s…
 
Leadership and improv are not opposing forces—in fact, improv is a strategic component of good leadership. It’s been proven by science. The key principle of improv is these two powerful words: “Yes, and.” Leadership in Hyperdrive: Powered by Improv™ and the power of “Yes, and,” is a way of adapting to a changing landscape, becoming more creative an…
 
If you haven’t noticed it recently, we teach unique courses for accounting professionals at all levels as well! Actually, this isn’t a new thing. We have taught specialized, unique classes for several years, but always as live, in-classroom instruction. However, with the pandemic situation we were forced to take those courses online, which ended up…
 
Lynn Davey, a CPA that started her career with the national accounting firms, and then transitioned into financial reporting at publicly-traded companies, joined us for this episode of Where Accountants Go, the Accounting Careers Podcast. Lynn was a special guest for our show. We generally don’t delve quite so much into a guest’s personal life duri…
 
Is your marketing strategy centered around clicks, funnels, artificial intelligence, and driving traffic to your website? Shouldn’t marketing be more human-centric? Instead of funnels, maybe we can lead people on a journey. That’s what Jürgen Strauss, the founder and chief innovator of InnovaBiz, joins us to discuss. InnovaBiz is a marketing firm h…
 
Dr. Scott Dell with Francis Marion University in South Carolina joined us for this episode of Where Accountants Go, the Accounting Careers Podcast. Everyone says they want “variety” in their careers, but I will challenge you to find a career with more variety than Scott’s. In this episode we touch on entrepreneurship in many, many industries, publi…
 
Melisa Galasso, the owner of Galasso Learning Solutions, joined us for this episode of Where Accountants Go, the Accounting Careers Podcast.Many of us have had the thought that we may like to teach, whether it be at a university or privately for companies and continuing education needs, and most of us feel at some level that we would like to help o…
 
Do you put the needs of your team before yours? Do you engage with them or just deliver orders? Do you encourage them to do their best in a non-threatening matter? Do you get mad and let it fester or get over it quickly? David Veech joins us to discuss those questions and more. He’s had many different roles in life: infantry officer, husband, fathe…
 
In this CareerTalk mini-episode of Where Accountants Go, the Accounting Careers Podcast, I talk about an issue that has become vastly more important in this pandemic-era job market: certification. Recently I was having a conversation with an employer about a position they needed to fill, and the employer said, "Well, I assume there are several peop…
 
Anthony Hanson, an accountant that started his career in Colorado, and later moved to East Sussex in the United Kingdom after getting engaged to his British fiancé, joined us to discuss his early career as well as founding iFinance, on this episode of Where Accountants Go, the Accounting Careers Podcast.This show has a little of something for every…
 
Mindy Mejia, an experienced accounting professional, recently-certified CPA, and a full-time author now with 4 (!) books published, joined us for this episode of Where Accountants Go, the Accounting Careers Podcast.Mindy’s journey was different than most of our guests on the program. She started as a Liberal Arts major actually, and then worked her…
 
Are you having trouble finding the time to focus on your most important work in order to move your business forward? Jake Kahana is a designer, entrepreneur, and teacher — and he’s going to address the above issue. He’s the founder of Caveday, a group of people (known as Cavedwellers) working on their most important work for a focused period of tim…
 
Lynda Artesani of Artesani Bookkeeping in Florida joined us for the program this week.Lynda has had her business for over 20 years now, but we asked her on the program to discuss a decision she made only about 4 years ago. That decision was to focus on a niche for her bookkeeping business.Selecting and sticking with a niche can be a difficult decis…
 
Our guest for this week’s Where Accountants Go episode is Charlene Rhinehart, who joined us from the Greater Chicago area. I usually say our guest’s career started off in a ‘typical’ fashion, but that wouldn’t be true in this case. Charlene’s career has been exceptional from the beginning!Starting with several internship opportunities at PwC, plus …
 
Do you want to inspire friends, family, and strangers for the greater good? What impact are you making on your community? How do you rise when you fail? How do you deal with change in an uncertain environment? And do you know your personal why? These questions and more will be discussed by Ruben Minor, the president of RAM Enterprises, an organizat…
 
Mike Whitmire, CPA turned Co-Founder of a software-as-a-service company (FloQast) joined us for this episode of Where Accountants Go, the Accounting Careers Podcast.Mike’s career started as most do. He majored in accounting in college, and through the college interview process he obtained his first professional position – in this case, audit. Howev…
 
The owner of Fit Advisors and host of the Money Checkup Podcast, Anjali Jariwala, joined us for this episode of Where Accountants Go, the Accounting Careers Podcast.Anjali was always interested in business, and decided to major in Accounting after spending a little time as a Pre-Med major. However, she found that medicine was not for her, and there…
 
Would you believe that improv is used in the medical world? Margot Escott is a clinical social worker, licensed therapist, and professional speaker who has presented workshops and seminars on the therapeutic value of humor and play for over 30 years. She has studied and performed improv and was trained by some very well-known improvisers such as Ga…
 
(Disclaimer: The rights to the terms “data sleuthing” and “data sleuth” are legally protected. Please contact Workman Forensics for more details.)For this episode of Where Accountants Go, the Accounting Careers Podcast, we are joined by forensics expert Leah Wietholter, CFE and PI in the Tulsa, Oklahoma area. If you are interested in starting, or c…
 
Eric P. Butts, a CPA in the Atlanta, Georgia, area joined us for this episode of Where Accountants Go, the Accounting Careers Podcast. If you have an interest in taking your accounting career in the direction of high-level consulting engagements, this is an ideal episode for you.In this interview, we discuss how Eric started his career with Quaker …
 
Can artificial intelligence enhance your accounting practice? It absolutely can. Jody Padar is the VP of Strategy with Botkeeper, a company that combines artificial intelligence and machine learning technology with high-quality skilled accountants to deliver a full suite of bookkeeping and pre-accounting solutions to accounting firms and their clie…
 
Steve Watson, a combined finance and human resources professional in the Phoenix, Arizona area, joined us for this episode of Where Accountants Go, the Accounting Careers Podcast.You are going to get a double learning opportunity from this episode. First, we discuss how Steve’s career started with an interest in finance due to both familial and edu…
 
In this CareerTalk mini-episode of Where Accountants Go, the Accounting Careers Podcast, I discuss an issue that came up when trying to assist an accountant with their career. And it happens to be one of the tips in my book - "49 Tips For A Successful Accounting Career".When times are challenging at work, and things are changing rapidly, it's impor…
 
Amber Setter, a now frequent guest on Where Accountants Go, the Accounting Careers Podcast, joined us for a very special and specific episode discussion. As we move through this COVID-19 crisis, although many people would like to put extra time into studying for a certification exam, we realize that it is difficult. Amber is not only a CPA herself,…
 
Brian Walter is the co-founder of Extreme Meetings Inc, and for over 25 years, he has specialized in transforming meetings from boring to exciting. Brian is also the past president of the National Speakers Association Board of Directors from 2017 to 2018. Brian brings his approach, knowledge, and leadership style into this discussion about leadersh…
 
This short mini-episode idea came to me after helping a job candidate prepare for a video interview they were going to be participating in recently. The content not only applies to our shelter-at-home period, but I think will continue to apply for months to come as companies potentially change how they do interviews for the foreseeable future. It's…
 
In this CareerTalk mini-episode, I cover a simple concept, or personal rule of mine, that we all likely break on occasion. That idea is that we should never answer an email when we are emotional.This experience came to me during the adjustment period while 'sheltering-at-home', and I suspect similar situations happen to many people during these unu…
 
Kathy Kapka, a CPA and former Texas Society of CPAs Chair, joined us on this unique edition of Where Accountants Go, the Accounting Careers podcast.The reason this episode is a little unique is that we don’t spend as much time covering Kathy’s own career, although we do give a short synopsis. Kathy was actually one of our early guests back in the f…
 
In this CareerTalk mini-episode of Where Accountants Go, the Accounting Careers Podcast, we talk about a concept that came up on one of our primary shows - the concept of "self-care".In that other episode though, we specifically discuss it with regards to preparing for the CPA exam. However, in this mini-episode I apply it in a broader sense with r…
 
Jessica McClain, CPA, CGFM, CISA, and PMP, joined us from Washington, D.C., for this episode of Where Accountants Go, the Accounting Careers Podcast.If you are considering whether public accounting or industry would be the better fit for you, you will find tremendous value in this episode.Jessica started in public accounting, moved into industry, m…
 
Kay Francis is a professional keynote speaker and the author of the book The Funny Thing About Stress: a Seriously Humorous Guide to a Happier Life. Laughter is one of the best coping mechanisms in dealing with stress. According to an article published by the Mayo Clinic in April 2019 titled "Stress relief from laughter? It's no joke" when it comes…
 
In this CareerTalk mini-episode, we talk about an observation I had while shopping in the grocery store during the COVID-19 crisis, wearing my medical safety mask.During that excursion, I had the odd realization that even though I couldn't necessarily see the other individual's faces, I pretty much could tell whether or not they were smiling even w…
 
Believe it or not, recession creates opportunity.In this CareerTalk mini-episode, we briefly discuss the fact that recessions really can create opportunity, even in the employment market.We all know that while some industries have difficult times, others see even more business during crisis periods. (Boy, what I would do to have an extra toilet pap…
 
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