CPA Life

John Randolph talks with Kelly Rohrs, owner and founder of Kelly A. Rohrs CPA, who shares her journey to building a sustainable and flexible accounting firm, on Episode 53 of CPA Life. Having been recognized by CPA Practice Advisors on their Top 40 Under 40 list, Kelly discusses her transition from a traditional firm to launching her own practice amid the COVID-19 pandemic. She emphasizes the importance of setting boundaries, implementing modern software solutions, and the importance of community in helping you navigate your journey, especially so you don’t end up bringing all the bad habits and inefficient processes over to your own venture. In order to grease the skids for accounting firm owners to do just that, Kelly established Fiscal Minds to help accountants network and build their firms.  Get the full show notes and more resources at CPALifePodcast.com

Dominic Piscopo’s journey in accounting started at a Big Four firm in Canada, where he discovered his firm was paying its employees well below the average in his area. He talks to John Randolph on Episode 52 of CPA Life about how that experience, among others, led to him launching Big 4 Transparency, a platform which tracks salary data in the profession. Although Big 4 Transparency started as a community project, Dom has transformed it into a full-time venture, and he talks about what he feels is his social responsibility to supply this information for free to the community while taking on firm clients who want to understand where their offerings stand in the marketplace. Underscoring the strategic use of timely data to attract and retain talent, Dom talks about how transparent compensation practices can promote employee satisfaction and prevent wage stagnation, benefiting firms of all sizes. Get the full show notes and more resources at CPALifePodcast.com

Chris Papin returns to CPA Life’s Episode 51 for Part 2 of his conversation with host John Randolph. Their discussion shifts focus towards effective communication, training, and adapting to new technologies in accounting firms. Touching on the challenge inherent in teaching communication skills in a technical field like accounting, Chris stresses the importance of aligning that pedagogy with both internal and client expectations. But underscoring everything, most importantly, is the human element, something that cannot and will not ever be provided by the tech tools that accountants nevertheless need to adopt. Indeed, fostering those connections has been made easier through technology, and they will be more important than ever as the profession continues to evolve. Get the full show notes and more resources at CPALifePodcast.com

CPA Life’s 50 episode milestone marks the beginning of a conversation between John Randolph and Chris Papin, owner and founder of Papin CPA in Edmond, Oklahoma. Discussing the transition from traditional to modern CPA practices, Chris prioritizes sustainability, employee well-being, and client needs. He shares insights into his firm's growth, innovation in technology, and the challenges of balancing technical skills with client-facing roles. Looking to flexibility as a way to bridge those areas, Chris has looked to unorthodox schedules, remote work, and offshoring as solutions as he’s overseen his payroll doubling in size. Don’t miss part 1 of this two part discussion on how embracing modern practices and technological advancements can help you foster a successful firm that facilitates fulfilling careers for your people. Get the full show notes and more resources at CPALifePodcast.com

Veteran accounting journalist and consultant Seth Feinberg rejoins John Randolph for part two of their conversation on Episode 49 of CPA Life. They pick back up on the closing theme of the first episode, that accounting’s image problem is largely self-made, and changes need to be made to solve the pipeline issues and other pressing matters within the profession at the macro level. Seth also touches on more focused topics: purposeful marketing in the social media age, the importance of firm culture, and the necessity of stressing the value accountants bring to their clients. The thread throughout Seth’s insights is one of authenticity and trust: Two things that are vital in ensuring any individual accountant’s—or any firm’s—success in the market. Get the full show notes and more resources at CPALifePodcast.com

Seth Fineberg spent more than 20 years as an accounting journalist before founding Accountants Forward and consulting with professionals looking to improve their firm and career prospects. He and host John Randolph engage in part one of a dynamic conversation on Episode 48 of CPA Life, centered around going beyond raw numbers and looking at the reality of the landscape in public accounting. Emphasizing the need for cultural change and the importance of work-life balance, Seth highlights the profession’s shift towards more holistic development, including mental health and leadership, a shift which John states had to happen given the unique environment younger generations have grown up in. Seth makes conferences a focal point, Bridging the Gap in particular, which is where he presented research that he and former guest Randy Crabtree had put together around burnout and job satisfaction in the profession. Stressing the human element, he effectively underscores the reasons the accounting industry needed to change. Get the full show notes and more resources at CPALifePodcast.com

Part 2 of John Randolph’s special episode featuring Jeremy Clopton and Heath Alloway of Upstream Academy and the Upstream Leader Podcast continues on CPA Life, as the trio pick up their discussion of intentionality, a theme which runs through so many threads in the accounting profession. Intentionality is central to their discussions about creating firm culture, the value of deliberate planning, and the importance of effective mentorship. They emphasize that meaningful relationships and culture require intentional effort, even in a post-pandemic, hybrid work environment, also highlighting the importance of focusing on the right work, the right clients, and the right leadership style, best achieved through coaching and feedback. Among the ways to implement these themes successfully is by maintaining standards rather than rigid rules, and always keeping in mind the potential for an astronomical ROI when you invest in your people. Get the full show notes and more resources at CPALifePodcast.com

Jeremy Clopton and Heath Alloway, influential thought leaders in public accounting with over 25 years of experience, dive into intentional leadership and innovation. They discuss the importance of creating a supportive culture and connecting with teams to drive engagement. The conversation unpacks diverse career paths, from unconventional entries to personal growth stories. They also emphasize the need for empathy in leadership, showing how nurturing future professionals can transform workplace dynamics and enhance productivity.

In this conversation, Anshul Chawla, Director of Corporate Development at a CPA firm, shares insights from his extensive background in public accounting and private equity. He discusses modernizing CPA firms while enhancing employee experience and culture amidst private equity growth. Anshul emphasizes the critical role of communication and leadership in retaining talent and fostering satisfaction. He also addresses the challenges and opportunities that remote work and private equity integration bring to the industry, highlighting the need for balance between profitability and employee well-being.

Liz Farr has had a remarkable life’s journey, from a childhood where she learned accounting principles, to many years later taking a tax preparation class, then working as an accountant navigating chaotic tax seasons, to finally, becoming a successful ghostwriter and podcast host. Join John Randolph on Episode 44 of CPA Life as he gleans insights from Liz’s time in and around the accounting profession. She shares insights on modern accounting challenges, talent issues, and innovative practices for sustainable, people-centric firms in today’s world. Get the full show notes and more resources at CPALifePodcast.com