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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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Ep.54: I know absolutely NOTHING. 00:00 Introduction 02:14 Difference Between a Tax Strategist and a Tax Preparer 07:45 Choosing Accounting as a College Major: What Inspired You? 16:16 First Job in Accounting: Insights from a Recent Graduate Markoff & Malatesta CPAs is a small CPA firm providing tax, client accounting services, and advisory service…
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01:26 - Career Transition: Life After Deloitte 09:59 - Key Skills for Aspiring Accountants: What Students Should Focus On 14:28 - Supporting Students in the AI Era: Insights from a Professor 16:25 - Essential Skills for Post-Graduation Success in Accounting 24:25 - Balancing Ministry and Accounting: How They Shape Each Other 26:48 - Hidden Hobbies:…
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Ep.52 Oooohh!!! Moments Make Teaching Rewarding Check out Erick's Youtube: http://www.youtube.com/@ericko.bellcpa3486 Check out Erick's Book: Living Healthy: Six Simple Strategies to Achieve a Healthy Life Spiritually, Physically, and Financially. (Link: https://www.amazon.com/Living-Healthy-strategies-spiritually-financially/dp/B09FC6G7ML) This ep…
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Ep.51: Relevancy grows with adaptive thinking This episode is proudly sponsored by Chapman University's Argyros College of Business and Economics, located in beautiful sunny Southern California. Discover more and apply today at Chapman.edu/MSA. http://www.youtube.com/@CPACareerPathsDi Calvin Harris Jr., CPA
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Ep.46: People want to feel the value and a sense of purpose. Timeline: 03:12 - Why Choose an Accounting Major? 04:34 - First Job After College in Accounting 08:30 - Current Generation’s Needs in the Accounting Profession 10:57 - Promotion Timeline for Experienced Staff from Different Backgrounds 13:58 - Career Change: Transition from Cooper to Ande…
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Ep.45: Having a network is an intangible asset that you can't put a value on it. It's priceless. 00:00 - Transitioning from a Regional Accounting Firm to a National Firm: Key Experiences and Insights 02:59 - Did You Always Aspire to Own Your Own Accounting Firm? 04:55 - How Long Did It Take to Prepare for the Launch of Your Own Accounting Firm? 08:…
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00:00 - Introduction 03:25 - Why Choose Accounting as a Major? Early Career Insights 08:06 - Transferable Skills from Manufacturing to Accounting 10:06 - How Auditors Convinced Me to Join the Audit Profession 12:01 - Internship Experience with 2 Years of Professional Background 13:28 - Transition from Audit Intern to Audit Associate: What to Expect…
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00:20 - Why is staff training crucial for business success? 02:01 - How does job satisfaction boost leadership and performance? 05:58 - What are the top challenges staff face with new technology? 09:10 - How can training help new employees quickly adapt to the digital workplace? 13:08 - How do leaders maintain a healthy work-life balance? 20:19 - W…
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Ep.33: Master of Your Destiny In this podcast, we dive into key aspects of growing your accounting career. We discuss partnering experiences and share valuable insights on merging with another firm, highlighting the benefits and challenges of such collaborations. We also offer essential tips tailored for young and emerging accountants. Whether you'…
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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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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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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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