CPA Life

CPA Life Rewind features accounting firm coach Geraldine Carter this week, as we look back on the highlights of her two-part conversation with John Randolph on Episode 73. With a background in engineering, Geraldine’s experience in founding her own business led her to realize the challenges many CPAs face as business owners themselves. She talks about how to simplify your practice and create value for your clients that they want to pay you more for, reducing your hours while increasing your income, narrowing your focus and niching to make your work easier both to do and to market, and more absolutely brilliant insights. If building a thriving, fulfilling practice is your goal, then the first thing you need to do is listen to Geraldine’s insights in this episode. Get the full show notes and more resources at CPALifePodcast.com

Yuri Kapilovich, managing partner of Kapilovich & Associates and creator of the Mentors Count community, discusses vital mentorship for emerging accountants. He emphasizes the urgency for support in public accounting, addressing the mentorship gap intensified by remote work. The podcast explores building a loyal workforce through development, and the innovative solutions offered by Mentors Count, creating a welcoming environment for questions. Listeners learn about nurturing professional growth through mentorship and constructive engagement.

John Randolph sits down with Joy Lutz, founder and CEO of Aligned CPA in Lake City, Florida, on Episode 71 of CPA Life. Joy has been “right behind the trailblazers” in the profession as she’s grown her firm from two to eight employees within the past four years, and the knowledge and experience she’s gained are keys to this discussion. Joy has placed Aligned’s focus directly on helping service-based businesses simplify their financials, optimize tax strategies, and develop growth plans, all while avoiding billable hours and utilizing a full-service, monthly recurring revenue model that incentivizes her employees to give great service. She discusses proper talent acquisition and running a firm like a business while highlighting her belief in community engagement and mentoring as cornerstones to success in Accounting, evidenced by Aligned being named the Small Firm of the Year by PASBA for 2025. Get the full show notes and more resources at CPALifePodcast.com

Matt Patrick, the innovative president and founder of Patrick Accounting and Whirks, shares his journey from a traditional accounting role to creating a modern, people-centric firm. He discusses the importance of hiring based on core values and fostering a culture of continuous learning. The conversation highlights the challenges facing the accounting industry today, particularly due to technology, and the significance of creating a family-friendly work environment. Matt emphasizes the value of collaboration and trust in leadership to retain top talent and adapt to change.

Ronnie Withaeger’s journey in Accounting has led him to currently running five businesses, including a sauna, and he talks to John Randolph about doing things his way on Episode 69 of CPA Life. The owner and founder of Ronald Withaeger CPA in Las Vegas, Ronnie started his career at a traditional firm but ultimately established his own practice focused on family-friendly, sustainable growth, and he shares his insights through his accounting community initiative, Launch Your Firm. Highlighting the importance of confidence, client relationships, and flexible work structures in running a successful firm, Ronnie is motivated by the opportunity to support other accountants in starting their own practices. Get the full show notes and more resources at CPALifePodcast.com

John Randolph dives deep into a discussion on reshaping the public accounting space with Chris Williams, owner and CEO of System Six, on Episode 68 of CPA Life. A remote, cloud-based accounting firm, System Six’s culture-driven, employee-focused environment serves as a model for balancing employees' professional growth with their personal lives. They delve into the dynamics of private equity in professional services and as someone with a finance background, Chris has a unique perspective on the firm’s strategy for growth through both organic methods and strategic acquisitions. Ultimately, the episode underscores the importance of adapting management practices for a remote workforce in order to maintain employee satisfaction and client retention. Get the full show notes and more resources at CPALifePodcast.com

Rob Brown, a leading voice behind Accounting Influencers, discusses the evolving landscape of talent and leadership within the accounting profession. He emphasizes the necessity of an entrepreneurial spirit and taking risks, particularly post-pandemic. The conversation sheds light on the mentorship challenges posed by hybrid work and the importance of intentional leadership in maintaining workplace culture. They explore how storytelling can improve employer branding, helping firms articulate their unique value to attract top talent.

Rob Brown, founder of Accounting Influencers, shares insights on reshaping the narrative of the accounting profession. He discusses the importance of personal and employer branding in attracting talent. The conversation highlights the role of thought leadership in rebuilding trust within accounting. Rob emphasizes that both individual accountants and firms must work together to change perceptions. Additionally, he advocates for storytelling as a powerful tool for personal accountability and engagement in the industry, encouraging accountants to share their unique journeys.

Episode 65 of CPA Life is a particularly special episode—a re-broadcast of John Randolph’s appearance on Who's Really The BOSS with Rachel and Marcus Dillon of Dillon Business Advisors! In this collaboration, John shares insights into the recruiting landscape in public accounting from his perspective as Principal at Benaiah Consulting, delving into what he sees as keys to healthy recruitment: work-life balance, a positive firm culture, flexible working arrangements, and decisive leaders, to name but a few. Rachel and Marcus recount their recent recruiting experience where they found going it on their own wasn’t working out, and they have been thrilled with their experience letting John and Benaiah handle things. John is full of practical advice on hiring practices, compensation ranges, and fostering lasting employee relationships—this is one episode you won’t want to miss. Get the full show notes and more resources at CPALifePodcast.com

Allan Fisher, from Premier Financial Search, dives into the shifting world of accounting, shedding light on the fierce competition and the unique edge of boutique firms. He discusses the challenges firms face with private equity and the pressing talent shortage. Allan highlights the importance of crafting a compelling narrative to attract candidates and the necessity for firms to adapt to market expectations. He also emphasizes enhancing workplace culture and investing in employee growth as vital strategies for retaining top talent.