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The Young CPA Success Show

Summit Virtual CFO by Anders

The Young CPA Success Show

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The Young CPA Success Show

Summit Virtual CFO by Anders

The Young CPA Success Show

Episodes
The Young CPA Success Show

Summit Virtual CFO by Anders

The Young CPA Success Show

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Episodes of The Young CPA Success Show

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“People are not black and white; they are nuanced, with different needs and communication styles. I really try to teach my managers and leaders that you have to learn how to communicate, not just say what you want and then move on. This is espe
The finer details of this episode:Differences between CMA (Certified Management Accountant) and CPA (Certified Public Accountant) exams/certifications Applying knowledge from school, exams, and work experience in current roleChallenges and loop
The finer details of this episode:Evolution of accounting software and early career experiencesImportance of embracing change and innovation in the industryLeveraging technology to streamline accounting processesChallenges and opportunities in
“A conflict means something important is at stake. Empathy has an inverse relationship to conflict; the higher the conflict, the empathy bucket goes out because we're living in our own pain points.” -Carol Bowser The finer details of this episo
● 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
“Breakfast really is the most important meal of the day because it's breaking your fast, allowing your body to use the food to rebuild muscle and do all these wonderful things it needs to do. By eating breakfast within 1 to 2 hours of waking, i
“You can't avoid regrets, but you can avoid certain regrets by really seeking advice and making the best decision you can with the information you have.” – Traci Barrett The finer details of this episode:Evaluating the whole picture of one's li
“The key to managing effectively is to look at each person as an individual and find out what they're really good at.” – Chris WilliamsThe finer details of this episode:●Challenges faced by middle-level managers, such as the lack of adequate ma
Importance of work friends and their potential for lifelong connectionsImportance of disconnecting and setting healthier boundaries with workGroups and initiatives at Anders that foster personal connections and relationships  Episode resources:
"I don't think that AI could ever replace human connection. I don't think it could ever replace that piece and that value, especially for us as we lean into what we do for our clients." – Hannah Hood The finer details of this episode:Fear and p
“One thing that we have noticed is that a lot of CPAs and CFOs and people in the financial industry are getting called on to answer ESG questions, and particularly smaller CPA firms because ESG is trickling down.” -Kai Gray The finer details of
 “I went through life going through the motions. Around 30, I accomplished everything I set out to do. It was then that I realized it was time for me to choose to work on my life and be me, rather than doing things I thought I was supposed to d
"Home Alone is a family movie, and nothing is more important during Christmas than your family." – Jamie NauEpisode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/Email us with questions or if you’d like to be a guest
"The choice to change your story always happens inside your own heart and inside your own mind." -Jeff Bartsch The finer details of this episode:Identity and its relevance to young accounting professionalsImposter syndrome and its impact on sha
“As a firm owner, I'm really trying to change the focus and the lens of the industry, especially for those who are just starting out their career in public accounting.” – Kristen Keats The finer details of this episode:Finding joy in accounting
“There are more career paths today than ever before in the industry.” -Dave Hartley  The finer details of this episode:Shift in the accounting profession toward adding value Positive changes in the industry, such as an employee-focused approach
“Frame your mind to think that you don't need to do everything and achieve everything to be viewed as competent; high performance has been the anchor or the cornerstone for everything that we do professionally. But what does viewing it differen
“We have this wonderful profession, but we don’t teach anyone the history of it.” – Blake Oliver The finer details of this episode:Frustration with outdated curriculum and lack of technology integration in accounting educationDiscussion on the
“It’s important to understand that every single person around you is experiencing the world in a very different and unique way.” - Josh MillerThe finer details of this episode:Discussion on the importance of psychological safety in the corporat
The finer details of this episode:Importance of positive client interactions and finding data points that resonateChallenges of recruiting new accountants and the growing gap in the industry Unique aspects of working as a tax CPA and the unique
"When you sit across the table or on a Zoom call with a client and you're having a conversation about a project that you went through and that client acknowledges that there’s no way they could have done it on their own, and they really see the
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