● Transitioning from traditional accounting to consulting and advisory roles

● The value of diverse skills in the accounting profession

● Importance of self-reflection and seeking feedback in career decisions

● Networking and building connections in the accounting industry

● Adapting to new challenges and opportunities, including remote work

● Professional advice on delegating and trusting the team for success

Episode resources:

●   Summit Virtual CFO by Anders website: https://www.summitcpa.net/

●   Email us with questions or if you’d like to be a guest on the show: youngcpasuccessshow@anderscpa.com

● We’re hiring! Check out our open positions: https://www.summitcpa.net/career-opportunities

● https://www.zeroed-inconsulting.com/

Timestamps:

Planning a Business with Friends (00:00:22)

The hosts and guest share stories of starting businesses with friends and the fun experiences they had.

Transitioning from Traditional Accounting to Consulting (00:07:03)

Kyle discusses transitioning from traditional accounting to consulting and the value of diverse skills in the accounting profession.

Importance of Developing Diverse Skills (00:09:32)

Kyle talks about the value of accounting knowledge and the importance of developing diverse skills for future opportunities.

Consulting and Advisory Services in Accounting (00:17:09)

The hosts and guest discuss the shift from traditional accounting to consulting and advisory services in the accounting industry.

Starting at a large public accounting firm (00:17:56)

Kyle shares his experience starting at a large public accounting firm and his initial career aspirations.

Transitioning from traditional accounting to consulting (00:20:15)

Kyle discusses his transition from traditional audit work to technical accounting advisory services.

The value of asking "why" and building relationships in accounting (00:23:26)

Kyle and the hosts discuss the importance of asking "why" in accounting work and building collaborative relationships with clients.

Reflecting on career decisions and due diligence (00:30:28)

Kyle and Joey discuss the importance of reflecting on career decisions and the value of due diligence in making career transitions.

Encouraging inquisitiveness and seeking advice (00:34:34)

Kyle encourages inquisitive individuals to seek advice and reach out for guidance in their careers.

Networking and Genuine Conversations (00:35:05)

Encouraging genuine conversations, networking, and the value of being genuinely inquisitive.

Transitioning to Consulting (00:36:14)

Discussion about the transition from traditional accounting to consulting and the importance of asking genuine questions.

Starting Own Firm and Due Diligence (00:37:14)

The due diligence process and the decision to start a new firm, including the challenges and risk involved.

Covid's Influence on Career Decisions (00:40:16)

Discussion about how the pandemic accelerated career decisions and altered perspectives on remote work and work-life balance.

Growth and Technology Integration (00:43:22)

Progress and growth of the firm, including the integration of technology and the expansion of the team.

Remote Work and Team Bonding (00:48:31)

The benefits of remote work, investing in team bonding, and the importance of retreats for team building.

Professional Advice (00:51:35)

The importance of delegating and not trying to do everything, along with the value of trusting and delegating tasks to the team.

Delegating skills (00:53:04)

Discussion about the importance of learning delegation skills in the accounting profession.

Contacting the guest (00:53:41)

Information on how to reach out to the guest and learn more about their firm, Zeroed-In Consulting.

Wrap-up and thanks (00:54:30)

The guest expresses gratitude for being on the show, and the hosts thank him for his time.

Job opportunities for young CPAs (00:54:35)

Information about remote work opportunities with Summit Virtual CFO and open positions at Anders CPAs and Advisors.