Welcome to Episode 61 of our podcast! I'm Rosey Flaherty, and today I’m joined by Excel expert Jeff Lenning. In this episode, we explore top Excel tips for accounting and finance professionals, covering functions like conditional formatting, SUMIFS, pivot tables, and Power Query. Jeff also discusses how AI tools, such as ChatGPT and Excel’s Co-Pilo…

Ep# 60: Mastering Excel for CPAs with Jeff Lenning| Excel University President 🎓 Welcome to another exciting episode of our podcast! 🎉 Today, we have a very special guest: Jeff Lenning, a Microsoft Excel MVP and President of Excel University. Jeff shares his inspiring journey from being a CPA to building a thriving career in Excel training and cons…

Ep.59: Eventually money will come 00:00 - From Employee to Entrepreneur: The journey of transitioning from an employee to becoming a successful business owner. Insights into the decision-making process and the challenges faced along the way. 05:20 - Choosing the Law Firm Niche: Why specializing in accounting services for law firms became the ideal …

Ep.58: Beyond Numbers, Well-Rounded Professionals 00:00 - Being the Youngest Team Member in an Industry Job 12:46 - Gaining Valuable Work Experience in Brazil 20:04 - Transitioning to a More Challenging Job After Returning to the US from Brazil http://www.youtube.com/@CPACareerPathsDoor Terrell Turner, CPA

Ep.57 Public accounting tested my limits. 00:00 - Introduction 04:24 - Choosing Accounting as a College Major 05:35 - Insights from Your First Accounting Internship Experience 08:12 - Working at EY: Challenges and Opportunities 10:31 - Audit vs. Tax: Which Path is Right for You? 18:00 - The Most Valuable Lessons Learned at EY 27:18 - Top Reasons fo…

Ep.56 Grow & Nurture Professional Networks 00:00 How to Identify and Find Great Staff Members in Accounting 08:21 Top Interview Questions to Uncover the Best Talent for Your Team 21:04 The Importance and Value of Networking for CPAs and Professionals 29:01 Breaking the Stereotype: CPAs Can Be Fun and Engaging 33:01 Practical Tips and Advice for You…

Ep. 55 Appreciation matters most during hardships 01:16 Top Strategies to Avoid Burnout in Accounting 23:52 How to Measure Staff Efficiency Effectively 34:16 Achieving Work-Life Balance in a CPA Career Markoff & Malatesta CPAs is a small CPA firm providing tax, client accounting services, and advisory services to their individual and business clien…

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 This video is proudly sponsored by Chapman University's Argyros College of Business and Economics, located i…

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:…

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…

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/@CPACareerPathsDoor Calvin Harris Jr., CPA

Declining CFO offer; prefer Controller role http://www.youtube.com/@CPACareerPathsDoor Calvin Harris Jr., CPA

Ep.49: With a forward-thinking, strategic, and optimistic mindset, we turn challenges into opportunities. http://www.youtube.com/@CPACareerPathsDoor Zach Donah, President & CEO of MassCPAs

Ep.48: Human connection is what people love the most. http://www.youtube.com/@CPACareerPathsDoor Zach Donah, President/CEO of MassCPAs

Ep.47: Impossible until it's Inevitable http://www.youtube.com/@CPACareerPathsDoor Okorie Ramsey, CPA

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…

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:…

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…

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…

Climb to the top of the building, look around and realize that I’m standing on the top of the wrong one. http://www.youtube.com/@CPACareerPathsDoor Sarah Flischel, CPA

Ep.41: If you just get in the industry, you want to be a sponge. http://www.youtube.com/@CPACareerPathsDoor Michael Blood, CPA

Ep.40: CPA Exam Tips - Start with Output, Not Materials http://www.youtube.com/@CPACareerPathsDoor Michael Blood, CPA

Ep.39: Our job is going to be safe as long as humans have emotions. http://www.youtube.com/@CPACareerPathsDoor Rosey Flaherty, CPA, MSA

Ep.38 Black Friday in Public Accounting http://www.youtube.com/@CPACareerPathsDoor Matt Kidd, CPA, PFS

Ep.37: Everybody has the same amount of time. We just need to learn how to manage it more effectively. http://www.youtube.com/@CPACareerPathsDoor Chris Deblanc, CPA

Ep.36: Studying sometimes sucks. Working sometimes sucks. Being in military and having things blown up and getting shot at is a whole different level of suck! http://www.youtube.com/@CPACareerPathsDoor Chris DeBlanc, CPA

Ep.35: You have no ideas about how good you are going to be at something until you give it a try! http://www.youtube.com/@CPACareerPathsDoor Amy Horner, CPA

Eps.34 I prefer to see people change and then eventually find what they want http://www.youtube.com/@CPACareerPathsDoor Amy Horner, CPA

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'…

Ep.32: Am I worth the money that I'm charging somebody else? http://www.youtube.com/@CPACareerPathsDoor Connor Malatesta, CPA

Ep.31: How do I sell my experience without talking about how long I've been doing it. http://www.youtube.com/@CPACareerPathsDoor Connor Malatesta, CPA

Artificial Intelligence will ELEVATE Jobs! http://www.youtube.com/@CPACareerPathsDoor Lindsay Stevenson, CPA

Ep.29: It's not one size fits all. It's not one path. It's not one end game. Choose your own adventure. http://www.youtube.com/@CPACareerPathsDoor Lindsay Stevenson, CPA

Ep.28: Accounting Language + Technical Language = A Good Marriage http://www.youtube.com/@CPACareerPathsDoor Shakor Jukes, CPA

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. …

Ep.26: One of the biggest things to keep the clients happy is responsiveness http://www.youtube.com/@CPACareerPathsDoor JOHN W. HURLEY, CPA/PFS, CFP

Ep 25: You have to build in trust and relationship with people http://www.youtube.com/@CPACareerPathsDoor JOHN W. HURLEY, CPA/PFS, CFP

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…

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…

Ep.22: Put Your Family First. Put Your Oxygen Mask on First. http://www.youtube.com/@CPACareerPathsDoor Denise Froemming, CPA

Ep.21: Ask questions. Be curious. Communicate. Love what you do! http://www.youtube.com/@CPACareerPathsDoor Denis Froemming, CPA

Ep.20: Be Genuine. Be Authentic. Be Nice. Help Other People. Enjoy Life. Have Fun http://www.youtube.com/@CPACareerPathsDoor ANOOP MEHTA, CPA

Ep.19 If you want to get something done, give it to somebody who is the busiest http://www.youtube.com/@CPACareerPathsDoor ANOOP MEHTA, CPA

Ep.18: You can't do this alone. You need the supporting system. http://www.youtube.com/@CPACareerPathsDoor Anoop Mehta, CPA, CGMA

Ep.17: I Train My Kids How to Understand Money http://www.youtube.com/@CPACareerPathsDoor Blaise Wabo, CPA, CISA, CITP, CCSK, CCSFP

Ep. 16: Is Choosing a Career at Big 4 always a Wise Move? http://www.youtube.com/@CPACareerPathsDoor Blaise Wabo, CPA

Ep.15 Strategies for Maximizing Early Career Opportunities and Navigating Body Language in the Virtual Workspace http://www.youtube.com/@CPACareerPathsDoor Jaclyn Badeau, EQ Certified, MBA, CPA, CGMA

Ep.14: The CPA Journey can be quite Overwhelming http://www.youtube.com/@CPACareerPathsDoor Jaclyn Badeau, EQ Certified, MBA, CPA, CGMA

Ep.13 Work-Life Balance and How to Say No! http://www.youtube.com/@CPACareerPathsDoor Erin Roche, CPA, CGMA

Ep. 12: Accounting is the Language of Business http://www.youtube.com/@CPACareerPathsDoor Erin Roche, CPA, CGMA