Hey everyone, Rosey Flaherty here!

Welcome to Episode 75 of the podcast. 🎙️ Today, I’m joined by Marjorie McPike, CPA, MST, and Owner at MarjorieLMcPike-CPA—an inspiring leader in the accounting world who’s carved her path through mentorship, education, and entrepreneurship. 🌟

We discuss what it takes to grow in this industry, from becoming a CPA to launching your practice. Whether you’re a student, early career professional, or a small business owner navigating tax prep season, you’ll want to tune in. 📚

✨ This episode is proudly sponsored by Chapman University's Argyros School of Business and Economics. Considering a master's in accounting? Their MSA program offers personalized attention from world-class faculty, intimate class sizes, and a flexible structure designed for ambitious professionals. Learn more and apply at chapman.edu/msa

📌 Here’s what we cover:

00:00 – Introduction to Marjorie McPike and Her Journey
-Get to know Marjorie—her background, early influences, and what led her into the world of accounting.

03:33 – The Path to Becoming a CPA
- Marjorie breaks down the steps she took to become a CPA.
From studying to sitting for the exam, she shares what kept her motivated.

08:40 – Transitioning from Private to Public Accounting
-She reflects on what it was like to shift from private roles to public accounting.
This move taught her to think on her feet and adapt quickly to new challenges.

11:30 – The Reasoning Behind Pursuing a Master’s Degree Along with a CPA License
-Marjorie explains why she pursued a Master’s in Taxation in addition to her CPA.
It gave her deeper knowledge and helped her better serve her clients.

13:12 – Working Experience at a Small CPA Firm
-Working in a smaller firm gave Marjorie hands-on experience and close client relationships.
She learned to wear many hats and gained confidence in her abilities.

15:59 – Working Experience at Bigger CPA Firms
-At larger firms, Marjorie faced more complex cases and a faster pace.
These roles sharpened her skills and expanded her professional network.

20:08 – The Decision to Start Her Own Practice
-Marjorie shares how and why she started her own accounting firm.
She opens up about the leap of faith and lessons from building her business.

22:19 – Navigating Leadership and Management
-She discusses what leadership means to her as a business owner.
From mentoring staff to managing growth, she leads with purpose and care.

🎧 Subscribe for more real-talk around growth, leadership, and building a meaningful career in finance and beyond.

💬 If this episode resonates with you, I’d love to hear your thoughts—drop a comment below!

👍 Like & Share this episode with someone working toward their CPA or dreaming of running their firm!

#accountinglife #cpacareer #mentorshipmatters #smallbusinesstips #taxpreparation #roseyflaherty #professionalgrowth #careerjourney #leadershipdevelopment #financepodcast

http://www.youtube.com/@CPACareerPaths

Hey everyone, Rosey Flaherty here!

Welcome to Episode 74 of the podcast. 🎙️ Today, I’m joined by David Hartley, CPA, Innovator, and Podcast Host at Anders.🌟

From navigating mentorship to finding joy beyond the office, I’m diving into the life lessons and career tips that have helped me stay grounded and grow. Whether you’re just getting started or rethinking your path, there’s something here for you. 🌱

00:00 – Lessons from a 30-Year Career
– I talk about the milestones, challenges, and mindset shifts that shaped my journey across three decades.

21:39 – Key Tips for Young Professionals
– Insightful takeaways for those entering the workforce or navigating early career transitions, with a focus on joy, purpose, and mentorship.

🎧 Make sure to subscribe for more personal growth and career wisdom!

If this episode resonates with you, I’d love to hear your thoughts—drop a comment below! 💬

👍 Like & Share this episode with someone who could use a little inspiration today!

#careeradvice #mentorshipmatters #worklifebalance #professionalgrowth #youngprofessionals #podcastwisdom #roseyflaherty #longtermsuccess #relationshipbuilding #careerjourney

http://www.youtube.com/@CPACareerPaths

🚀 Takeaways:

• Embracing technology is essential for future growth in accounting.
• Work-life balance is achievable with intentionality and discipline.
• Trust is foundational in professional relationships.
• Continuous learning is key to staying relevant in the profession.

✨ This episode is proudly sponsored by Chapman University's Argyros School of Business and Economics. Considering a master's in accounting? Their MSA program offers personalized attention from world-class faculty, intimate class sizes, and a flexible structure designed for ambitious professionals. Learn more and apply at chapman.edu/msa

📌 Here’s what we cover:

00:00 Public vs. Private: Work-Life Balance

08:17 Building Trust and Professional Relationships

11:12 Navigating Technology's Impact on Society

19:08 Returning to Public Accounting: A New Perspective

#careergrowth #mentorshipmatters #mentalresilience #successmindset #professionaldevelopment #careersuccess #personalgrowth #motivatedmindset #thrivetogether #powerofsupport #careeradvancement #lifebalance #mentalwellness #growthmindset #investinyourself #levelupyourcareer #selfimprovement #careergoals #stayfocused #bethebestyou

http://www.youtube.com/@CPACareerPaths

Thriving in your career isn’t just about skills—it’s about mental resilience too. Seeking support from a mentor, counselor, or therapist isn’t a sign of weakness; it’s a power move that keeps you focused, motivated, and at your best.

Prioritize your well-being, and watch your career soar! 🚀

Sponsored by Chapman University's MSA.
Discover how this program can elevate your career: chapman.edu/msa.

#careergrowth #mentorshipmatters #mentalresilience #successmindset #professionaldevelopment #careersuccess #personalgrowth #motivatedmindset #thrivetogether #powerofsupport #careeradvancement #lifebalance #mentalwellness #growthmindset #investinyourself #levelupyourcareer #selfimprovement #careergoals #stayfocused #bethebestyou

http://www.youtube.com/@CPACareerPaths

Hey everyone, Rosey Flaherty here!

Welcome to Episode 71 of the podcast. 🎙️ Today, I’m joined by Jasmine Adams Mitchell, a CPA in FL, GA, & NC, Senior Recruiting Manager at Crowe, and an active NABA member. 🌟

In this episode, we’re diving into some essential topics, including career transitions, mentorship, financial planning, and the value of internships in accounting. Whether you're an aspiring CPA or looking to advance in your career, Jasmine shares invaluable insights from her journey—from audit to recruiting and beyond.


✨ This episode is proudly sponsored by Chapman University's Argyros School of Business and Economics. Considering a master's in accounting? Their MSA program offers personalized attention from world-class faculty, intimate class sizes, and a flexible structure designed for ambitious professionals. Learn more and apply at chapman.edu/msa

📌 Here’s what we cover:

00:00 – Navigating Finances While Taking Time Off
Planning financially for career breaks and ensuring stability.

02:49 – Building Relationships in Your Career
The importance of networking and building strong professional connections.

05:03 – The Power of Checking In Regularly
Why staying in touch with mentors, colleagues, and recruiters is crucial.

07:27 – Navigating Career Growth: Mentors, Sponsors, and New Opportunities
Understanding the roles of mentors and sponsors in career advancement.

12:02 – Transitioning from Audit to Recruiting
Jasmine’s career shift from audit to recruitment and key lessons learned.

15:36 – The Value of Internships
How internships can shape your career and open new doors.

18:26 – Future Plans in Accounting
Emerging trends and career opportunities in the industry.

19:47 – Exploring Volunteer Opportunities in Accounting
How giving back through organizations like NABA can benefit your career.

20:22 – Career Transition and Financial Considerations
Financial planning strategies when shifting roles or industries.

21:47 – Understanding Mentors vs. Sponsors
Breaking down key differences and why both are crucial for success.

25:52 – Tips for Young Professionals
Practical career advice for new accountants and finance professionals.

🎧 Make sure to subscribe for more career insights and financial tips!

If you enjoyed this episode, drop a comment below and let me know your thoughts! 💬

👍 Like & Share this episode with someone who needs to hear it!

#CPA #Accounting #FinanceCareers #CareerGrowth #AccountingPodcast #CareerAdvice #ProfessionalDevelopment #Mentorship #FinancialPlanning #Internships #YoungProfessionals #BusinessGrowth #Leadership #SuccessTips #AuditToRecruiting #WorkLifeBalance #AccountingCommunity #WomenInAccounting #FutureCPA #FinanceSuccess #Networking #AccountingStudents #MoneyManagement #CareerSuccess

http://www.youtube.com/@CPACareerPaths

🚀 Episode 70 of CPA Career Paths is here! 🚀

In this episode, I sit down with Jasmine Adams Mitchell, a CPA in FL, GA, & NC, Senior Recruiting Manager at Crowe, and an active NABA member, to discuss her journey in public vs. private accounting, how she navigated the CPA exam, and insights into career growth in accounting.

00:00 - Introduction – A look into Jasmine’s background and career journey.

01:26 - Choosing a Career in Accounting – Why Jasmine pursued accounting and how she started.

03:49 - Starting in Private Accounting – Lessons from working in the private sector.

07:20 - Transitioning to Public Accounting – The shift to public accounting and key differences.

08:11 - Mentorship and Career Growth – How mentorship helped her navigate challenges.

12:24 - Choosing Audit Over Other Paths – Why did Jasmine choose auditing over tax or consulting?

18:44 - Facing the CPA Journey Head-On – How she passed the CPA exam and her biggest challenges.

25:13 - An Adventurous Life Beyond Work – What Jasmine enjoys outside of her accounting career.

🔥 Don't forget to like, comment, and subscribe for more CPA career insights! 🚀

💬 Drop your thoughts in the comments—what's been your biggest career challenge?

📩 Hit the notification bell so you never miss an episode!

#CPACareerPaths #AccountingCareer #CPAExam #PublicAccounting #PrivateAccounting #Finance #Auditing #Bookkeeping #JasmineAdamsMitchell #FinancialStatements #Mentorship #CareerGrowth #CPAAdvice #AuditVsTax #CPAExamSuccess #AccountingPodcast #TaxAccounting #BusinessFinance #FinancialEducation #CPALife #AccountantLife #FinanceCareers #SuccessMindset #CareerDevelopment

http://www.youtube.com/@CPACareerPaths

Welcome to CPA Career Paths, Episode 69. Today, we’re joined by Alan Whitman—Strategy & Growth Advisor, CEO Coach, Investor, and PE Advisor. Alan shares his journey as a leader in the CPA profession, discussing leadership challenges, mindset shifts, and strategic growth. We also dive into work-life balance and key advice for young professionals looking to advance in their careers.

✨ This episode is proudly sponsored by Chapman University's Argyros School of Business and Economics. Considering a master's in accounting? Their MSA program offers personalized attention from world-class faculty, intimate class sizes, and a flexible structure designed for ambitious professionals. Learn more and apply at chapman.edu/msa

00:00 - The Challenges of Leadership – Navigating obstacles and tough decisions in leadership roles.

04:12 - Changing Mindsets: A Step-by-Step Approach – How to shift perspectives for personal and professional growth.

07:34 - Breaking the Mold: A Vision for Change – Innovating and challenging industry norms to drive progress.

11:09 - The Role of Strategy in Success – The importance of strategic thinking in achieving long-term goals.

13:10 - Key Traits of Successful People – Essential habits and characteristics of high achievers.

14:16 - Finding Balance in Life After a Busy Career – Managing work, family, and personal well-being after years in the field.

16:38 - Advice for Young Professionals – Practical tips for career growth and standing out in the CPA profession.

If you found value in this episode, don’t forget to like, subscribe, and turn on notifications for future content.
Drop a comment below—What’s your biggest takeaway from Alan’s insights?
Follow us on social media for more CPA career insights.

#CPACareerPaths #AlanWhitman #CPA #AccountingCareers #Leadership #SuccessMindset #CareerAdvice #WorkLifeBalance #AccountingSuccess #ProfessionalGrowth #YoungCPAs #FinanceCareers #CPAExam #MindsetShift #CareerGrowth #Entrepreneurship

http://www.youtube.com/@CPACareerPaths

Struggling to navigate leadership challenges and career transitions? In this episode, I sit down with Alan Whitman—Strategy & Growth Advisor, CEO Coach, Investor, and PE Advisor—to explore key insights on leadership, mentorship, and business growth.

We discuss the importance of building strong professional relationships, the role of mentorship vs. coaching, and how to manage change effectively. Whether you're an executive, entrepreneur, or aspiring leader, this episode is packed with actionable strategies to help you advance in your career.

00:00 - Introduction – A brief introduction to the episode, the host, and guest Alan Whitman, highlighting his experience as a strategy and growth advisor.

01:46 - Choosing Accounting: A Childhood Decision – Alan shares what initially drew him to accounting and how his early interest shaped his career path.

02:55 - Early Career in Public Accounting – Insights into Alan’s first roles in public accounting, the skills he developed, and the challenges he faced.

04:32 - The Value of Public Accounting – How public accounting provides a strong foundation for leadership and business success.

05:52 - Building Strong Connections – Alan explains why maintaining professional relationships is essential for long-term career growth and business success.

07:25 - Balancing Relationships & Responsibilities – How to effectively manage both professional duties and personal relationships without burnout.

08:16 - Learning from Others: Mentorship & Knowledge Sources – Alan shares how mentorship, networking, and continuous learning have influenced his success.

10:50 - Lessons from Career Growth – Key leadership and career lessons Alan has learned throughout his journey.

14:46 - Mentorship vs. Coaching – A deep dive into the differences between mentorship and coaching and how each contributes to career development.

17:19 - Navigating Uncomfortable Change – How to embrace change, adapt to challenges, and use transitions as opportunities for growth.

19:44 - Expanding Baker Tilly’s Reach – Insights into Alan’s role in growing Baker Tilly and lessons on scaling a business.

If you're looking for expert advice on leadership, business strategy, and career development, this episode is for you!

✅ Follow this podcast for more leadership and career insights!
⭐ Rate & Review if you found this episode valuable!
📢 Share this episode with colleagues & friends who want to level up their careers!

#Leadership #BusinessStrategy #CEOCoach #AccountingCareers #Mentorship #ProfessionalGrowth #ExecutiveCoaching #CareerDevelopment #FinancePodcast #AlanWhitman #RoseyFlaherty #Podcast #WorkplaceCulture #Networking #SuccessTips

http://www.youtube.com/@CPACareerPaths