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Life In Accounting: The Where Accountants Go podcast

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Location:

United States

Language:

English

Contact:

210-826-8000


Episodes

088: Teamwork Sharks, Performance Improvement, and Accounting – a Fascinating Conversation with Mike Goodfriend

6/18/2018
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In this episode of Life In Accounting: The Where Accountants Go podcast, we speak with Mike Goodfriend, the founder of Goodfriend & Associates in Houston, Texas. From Audit to HR Mike was a Senior Auditor with PwC (he had some great assignments!) when he had the opportunity to conduct a training class for the audit team. While he enjoyed auditing, this class lead him to the realization that he wanted to explore some other options. He returned to school to pursue a Masters in Educational...

Duration:00:41:54

087: Have the Courage to Take a Risk – A Conversation with Isai Sapien, CPA

6/11/2018
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In this episode of Life In Accounting: The Where Accountants Go podcast, we speak with Isai Sapien, CPA and Chief Financial Officer of Brighton Center – San Antonio. In this fascinating and insightful interview, you will hear how Isai transitioned from a machinist, to a consultant, to a retail owner, to CFO with a large not-for-profit. The True (and Surprising) World of Not-for-Profits While no one will be surprised that it feels good to work with like-minded, passionate people driven to...

Duration:00:38:29

086: Building a Business by Serving – Roderick Robeson’s Tips for Business Creation

6/4/2018
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In this episode of Life In Accounting: The Where Accountants Go podcast, we speak with Roderick Robeson, CPA, who shares how his unique customer service style guides him and drives success in his business. Advice Given and Advice Received Roderick has both received and given some great advice along his career journey. Some of our favorites from this podcast episode include: - When selecting a position and company (employer), give great consideration towards the culture and find one that...

Duration:00:43:12

085: From the Gypsy Life of Audit to Helping Children – Holly Raymond’s Story

5/28/2018
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In this episode of Life In Accounting: The Where Accountants Go podcast, we speak with Holly Raymond, Senior Vice President of Finance with Upbring. Public Accounting Life Holly began her career working in public accounting with one of the Big 4. One of the great things about this type of work is you get to see how companies operate and function from the inside - both the great, and the not so great! Holly calls this the “gypsy lifestyle” because you are working with a new client every...

Duration:00:46:13

084: Buying and Selling an Accounting Practice – A Discussion with Business Brokers of Texas

5/21/2018
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In this episode of Life In Accounting: The Where Accountants Go podcast, David Sweeten, CPA and Eric Arroyo, MBA from Business Brokers of Texas share their expertise on buying and selling accounting firms and businesses in general. We have discussed buying practices as a good way to begin or grow a business a few times before (see below), but today we will get into more details of how the process truly works. Buying Considerations Accounting practices are always very valuable, and they...

Duration:00:36:19

083: Jeopardy Winner & CPA – Deborah Beams!

5/14/2018
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In this episode of Life In Accounting: The Where Accountants Go podcast, we follow Deborah Beams, CPA through her professional journey from job shadowing with Kathy Kapka, to being a practice fellow, to being a two-time winner on the game show Jeopardy!! The Variety of Audit Deborah has always specialized in audit. She enjoys and has learned a great deal by going into the field to visit clients, which allows her to see what different companies are like. Auditors get to observe many...

Duration:00:35:48

082: Solving Crimes and Other CPA Superhero Topics with Fred Olivares, CPA

5/7/2018
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In this episode of Life In Accounting: The Where Accountants Go podcast, Fred Olivares, CPA started his career in a rather traditional way. He began his career in Internal Auditing, and in Fred’s case, he was employed by a bank. After hearing an FBI Agent speak though, Fred began some career-based soul searching. Was there more to his career than auditing?? Maybe…. Special Agent – Special Requirements Fred decided to apply with the Federal Bureau of Investigation, the FBI. That sounded...

Duration:00:32:44

081: Curiosity and Passion Carves Out the Best Career Path – Pauline Le, CPA

4/30/2018
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In this episode of Life In Accounting: The Where Accountants Go podcast, Pauline Le, CPA shares how her career in public accounting led to a career in the not-for-profit world, which then led to a very fulfilling position with a commercial, for-profit company. Whatever you do, do it with excellence! Getting Your Foot in the Door If you want a career in the not-for-profit world, Pauline’s advice to you is to make sure that you completely understand their mission, vision, and values. Once...

Duration:00:39:03

080: Developing and Running a Wildly Successful Company with Kurt Rathmann of ScaleFactor

4/23/2018
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In this episode of Life In Accounting: The Where Accountants Go podcast, Kurt Rathmann, CPA and CEO / Founder of ScaleFactor shares with us how his business model, ideology, and management style has created an extremely successful, cutting-edge company that will double in size by next year. Big Firms? Auditing? How Do They Benefit Future Entrepreneurs? Kurt started his post-college (Go Longhorns!) career at KPMG. One of the biggest lessons that Kurt has carried away from working with a Big...

Duration:00:48:34

079: From Law Enforcement, to Accounting, to Consulting with Steve Palomino!

4/16/2018
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Have you ever considered what law enforcement and accounting have in common? Steve Palomino has! In this podcast, Steve points out the similarities which help us to understand why the FBI and other law enforcement organizations want to hire accountants – and it’s not the math! In this episode of Life In Accounting: The Where Accountants Go podcast, Steve Palomino, shares what these two fields have in common, including technology and ideas for breaking into consulting. Transitions After...

Duration:00:34:17

078: Creating Cultures that Really Work – Neha Patel, Partner at Weaver

4/9/2018
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In this episode of Life In Accounting: The Where Accountants Go podcast, Neha Patel, CPA, CISA shares not only how she made partner at Weaver, but how she has led the Women’s Initiative for the entire firm that has (along with the Culture Committee) created a culture that thinks and speaks candidly about ways to create an amazing workplace. Versatility and Transferability Neha’s background includes technology audit. Being an Austin Longhorn (University of Texas graduate), the trend at the...

Duration:00:46:55

077: Donny Shimamoto CPA – Tech, BI, AI, & Public Speaking!

4/2/2018
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In this episode of Life In Accounting: The Where Accountants Go podcast, Donny Shimamoto, CPA, CITP, CGMA shares his career journey, which is unique as it has been heavily focused on technology and business intelligence. Additionally, Donny also reveals what his life is like as a business owner, consultant, and public speaker! Formal Education Donny’s track in college was influenced by one of his early supervisors in an internship opportunity. That individual had a double major in...

Duration:00:50:54

076: Danielle Supkis Cheek – Never a Dull Moment!

3/26/2018
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In this episode of Life In Accounting: The Where Accountants Go podcast, we speak with Danielle Supkis Cheek , CPA, CFE, CVA. Danielle has been recognized by CPA Practice Advisor on their 40 Under 40 list for four consecutive years, has been the recipient of the AICPA Outstanding Young CPA Award, and was also named twice as one of the Most Powerful Women In Accounting by CPA Practice Advisor. This podcast is jam-packed with exceptional information including the following: Risk Management...

Duration:00:32:02

075: Dena Jansen – It’s All About People

3/19/2018
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In this episode of Life In Accounting: The Where Accountants Go podcast, we speak with Dena Jansen, CPA who candidly shares from her heart what she has learned as she has grown throughout her career from her first internship with Arthur Anderson to beginning her own business, which allows her to follow her dream of encouraging and inspiring others, igniting their curiosity, and arming them with confidence. Things Worth Looking For Dena started her career while still in college – she’s...

Duration:00:39:51

074: Building a Firm From Both Sides of the Border – Juan Carlos Almanza, CPA

3/12/2018
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In this episode of Life In Accounting: The Where Accountants Go podcast, we speak with Juan Carlos Almanza, CPA, CTA, CVA, of Almanza CPA Firm, PLLC, a San Antonio accountant and businessman who has enjoyed tremendous growth in his practice over the last few years. Growing Up on Both Sides Juan Carlos grew up in both Mexico and Texas. He was a Texas student by day and he lived in Mexico in the evening. This diversity gave him the natural ability to be flexible and see different points of...

Duration:00:43:16

073: Finding the Perfect Balance – Dana McCartney with Maxwell Locke & Ritter

3/5/2018
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In this episode of Life In Accounting: The Where Accountants Go podcast, we speak with Dana McCartney, CPA a Tax Partner with Maxwell Locke & Ritter (MLR) out of Austin, TX. An undergrad graduate of Texas A&M, Dana was originally pre-med but switched to accounting as she saw it as a better long-term fit for herself. Dana then obtained her Masters in Taxation from the University of Denver. Life at MLR Dana started with MLR as a part-time employee, and over the years her schedule and...

Duration:00:41:13

072: Building A Career in Non-Profit – Edie Cogdell, Comptroller with University of the Incarnate Word

2/26/2018
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In this episode of Life In Accounting: The Where Accountants Go podcast, we speak with Edie Cogdell, CPA and Comptroller at the University of Incarnate Word. Edie will address questions such as which certifications are most valuable in accounting, and whether to consider first pursuing public accounting or industry early in your career. Education and Early Career Edie obtained a double major – Accounting and Finance from Baylor. Her first position after graduation was working as an Auditor...

Duration:00:37:50

071: Building a Career in Investments – Doug Ward, Chief Investment Officer with USAA

2/19/2018
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What does it take to become an investments expert? In this episode of Life In Accounting: The Where Accountants Go podcast, Doug Ward, CPA, and Chief Investment Officer for USAA shares his insight on this and other career-related topics. Doug began his career in real estate. This was his chosen career at the time, but with changes in that field in the mid-80s he decided that he needed to find a field that would create a more secure future for himself. He got a double degree from UTSA in...

Duration:00:37:50

070: Internal Auditing- Taking A Closer Look with Amy Barrett, CPA

2/12/2018
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Is it possible to completely change careers and built a successful new career in accounting? What is the difference between working for a public accounting firm and the public-sector? What certifications are most desirable? In this episode of Life In Accounting: The Where Accountants Go podcast, Amy Barrett, CPA shares her expertise on these topics as well as her experiences transitioning from Macy’s to public accounting with Coopers & Lybrand (now PwC) to the public-sector with the...

Duration:00:40:40

069: Ryan Bartholomee, CPA / CFO – Career, Family, & Volunteering

2/6/2018
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What is it like to be the CFO of a smaller organization? In this episode of Life In Accounting: The Where Accountants Go podcast, Ryan Bartholomee, CPA shares his insights and experiences as the CFO of Shenandoah Petroleum Corporation. Early Career Decisions Following his dad’s career path, Ryan knew early on that he wanted to pursue his CPA. Ryan attended and graduated from Abilene Christian University. His undergraduate degree was actually pre-med, but then he decided to sit for the CPA...

Duration:00:34:25