Best Rosey Flaherty Cpa Msa Podcasts (2025)

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Ep.93: Self-care isn’t optional anymore. 32:10

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17h ago32:10

32:10

In Episode 93, Rosey Flaherty sits down again with Keith Kenez, CPA, Tax Manager at AAFCPAs, to explore why self-care isn’t optional anymore. Keith shares how setting boundaries, protecting mental health, and finding balance have been just as important to his career as technical expertise. His story reminds us that success is not just about titles …

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Ep.92: They weren’t ready for a 40-year-old intern. 26:17

8d ago26:17

26:17

In Episode 92, Rosey Flaherty sits down with Keith Kenez, CPA, Tax Manager at AAFCPAs, to share his inspiring and unconventional journey into accounting. From starting as a 40-year-old intern to becoming a CPA, Keith opens up about the challenges, mindset shifts, and lessons learned along the way. His story proves that it’s never too late to pursue…

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Ep.91: Create focus time and protect energy. 22:44

15d ago22:44

22:44

In Episode 91, Rosey Flaherty welcomes back Amy Vetter, CPA, CEO of The B3 Method Institute, to explore how creating focus time and protecting your energy can transform the way you work and live. Amy shares practical ways to set boundaries, why being intentional with your schedule matters, and how daily habits can help you stay grounded in what tru…

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Ep.90: You don’t have to follow tradition. 22:41

22d ago22:41

22:41

In Episode 90, Rosey Flaherty sits down with Amy Vetter, CPA, CEO of The B3 Method Institute, to explore the power of following your path in business and life. From starting in roles she didn’t initially love, to finding meaning through curiosity and courage, Amy shares how her journey proves that success doesn’t always follow a straight line. She …

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Ep.89: Master technical skills, but build people skills. 28:01

29d ago28:01

28:01

In this audio episode, Rosey Flaherty welcomes Favor Lee, CPA — AICPA Awardee, leader, and mentor, for an honest conversation on what it takes to grow a meaningful career. Favor shares how mastering technical skills was just the start, and how developing people skills made all the difference. From embracing change to building strong relationships, …

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Ep.88: Everyone plays a different role. 25:20

1M ago25:20

25:20

In this episode, Rosey Flaherty welcomes Favor Lee, CPA, for an insightful conversation about how the skills behind the CPA designation go far beyond numbers. From audit floors to leadership tables, Favor shares how trust, curiosity, and empathy have shaped her approach to both business and people. She opens up about building client relationships a…

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Ep.87: Career paths aren’t always linear 24:12

1M ago24:12

24:12

In this episode, Rosey Flaherty welcomes Favor Lee, CPA — AICPA Awardee, leader, and mum, for a candid conversation about career growth, personal identity, and what it means to “have it all.” Favor shares her journey from fast-paced firms to more reflective transitions, and how she’s navigated motherhood, leadership, and career pivots along the way…

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Ep.86: Understand the people that you lead 29:36

2M ago29:36

29:36

In this episode, Rosey Flaherty welcomes Jeannine K. Brown, CEO of Everyday Lead, for an honest and impactful conversation on what it means to lead in today’s accounting world. Jeannine shares what no one prepares you for in that first year of management: how hard it is to lead without the right tools. She explains why leadership isn’t just about p…

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Ep.84: No news isn’t always good news 30:18

2M ago30:18

30:18

Hey everyone, Rosey Flaherty here! In this insightful episode, I’m joined by Jeannine K. Brown, CEO of Everyday Lead, executive coach, and author, for a powerful conversation about visibility, advocacy, and redefining what success means in your career. Whether you’re just starting or stepping into leadership, Jeannine’s wisdom will challenge the ol…

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Ep.84: You are more than your title 24:20

2M ago24:20

24:20

Hey everyone, Rosey Flaherty here! In this powerful episode, Ela Bijlani opens up about her transformation from accountant to leadership coach and how facing your fears can become your greatest tool for growth. Her story challenges the belief that our titles define us and offers practical insights for professionals ready to lead with purpose and cl…

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Ep.83: Accent makes people lean in more 28:45

2M ago28:45

28:45

Hey everyone, Rosey Flaherty here! In this inspiring episode, we sit down with Ela Bijlani, CPC, CPA, CGMA—leadership coach, consultant, and accounting expert—to explore what it truly means to lead with purpose and authenticity. Whether you're pursuing your CPA or exploring the world of public accounting, this conversation is filled with practical …

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Ep.82: Learn the ropes before stepping up 32:05

3M ago32:05

32:05

Hey everyone, Rosey Flaherty here! In this episode, Hillary Caplan Sefcik, CPA and Assurance Manager at CohnReznick LLP, shares the mindset shifts that helped her thrive in public accounting and how networking has played a bigger role in her growth than any single event ever could. Hillary walks us through the early lessons that shaped her leadersh…

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Ep.81: A smile goes a long way 27:21

3M ago27:21

27:21

Hey everyone, Rosey Flaherty here! In this episode, Hillary Caplan Sefcik, CPA and Assurance Manager at CohnReznick LLP, shares her inspiring journey from aspiring broadcast journalist to accomplished accounting professional. Hillary opens up about the challenges she faced on the path to becoming a CPA, the importance of strong support systems, and…

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Ep.80: Fail fast, bounce back faster. 34:22

3M ago34:22

34:22

In this episode, host Rosey Flaherty talks with Precious Opaleke, CPA, MSc, Senior Tax Specialist at Lido Tax LLC, about how Precious discovered her passion for accounting by chance, overcame multiple CPA exam setbacks, and used resilience to keep moving forward. From her start in IT to working at H&R Block and joining CalCPA, her story highlights …

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Ep.79: Start with basics, then go deep 28:26

3M ago28:26

28:26

Hey everyone, Rosey Flaherty here! 🎧 In this episode, Precious Opaleke, CPA, MSc, Senior Tax Specialist at Lido Tax LLC, joins me to share her inspiring journey from IT to accounting and what it takes to succeed in the CPA world. ✅ How a chance encounter led Precious to discover her passion for accounting ✅ The vital role of mentorship and communit…

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Special Ep: The biggest challenge was having patience (Part 02) 22:19

4M ago22:19

22:19

Hey everyone, Rosey Flaherty here! 🎧 In this episode, Marcus Rien, CPA, Fractional/Interim CFO & COO, joins Rosey Flaherty to talk about what it takes to build a meaningful and flexible career in today’s accounting landscape. ✅ Why patience is one of the hardest but most essential entrepreneurial traits ✅ How Wave CPAs is helping reduce admin load …

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Special Ep: Every role teaches you something valuable. (Part 1) 23:30

4M ago23:30

23:30

Hey everyone, Rosey Flaherty here! 🎧In this episode, Marcus Rien, CPA, Fractional/Interim CFO & COO, joins Rosey Flaherty to explore how excellence, when practised consistently, can shape your career, leadership, and impact in the world of accounting. ✅ Why striving for excellence is about consistency, not perfection ✅ How to avoid burnout while st…

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Ep.78: Take time to walk away and recharge 32:12

4M ago32:12

32:12

Hey everyone, Rosey Flaherty here! 🎧 In this episode, I sit down with Jeff Wilson II, CPA/PFS, CFE, CGMA, CDFA, to talk about why stepping back is sometimes the most powerful step forward. From stress management to cultural awareness in leadership, Jeff shares how intentional breaks, mentorship, and mindset fuel long-term success. Whether you're bu…

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Ep.77: Deliver Results—No Matter Your Role 31:57

4M ago31:57

31:57

Hey everyone, Rosey Flaherty here! 🎧 In this episode, I sit down with Jeff Wilson II, CPA, founder of The W2 Group and a dynamic voice in the accounting world. Jeff shares how his diverse experiences—from auditing prisons to economic analysis—shaped his leadership style and entrepreneurial journey. Whether you're in public accounting, exploring lea…

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Ep.76: Done is better than perfect 26:14

4M ago26:14

26:14

Hey everyone, Rosey Flaherty here! 🎧 In this episode, Rosey Flaherty, CPA | MSA, sits down with Marjorie McPike, CPA | MST and Owner at MarjorieLMcPike-CPA, to explore the mindset behind getting things done—even when they’re not perfect. From her journey as a CPA to the small, consistent steps that led to building her firm, Marjorie shares valuable…

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Ep.75: You just have to do what excites you 27:06

5M ago27:06

27:06

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 t…

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Ep.74: Resilience is everything: Fail, Learn, Get Up. 25:48

5M ago25:48

25:48

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 …

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Ep.73: Trust is Everything. 22:14

5M ago22:14

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🚀 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 Busin…

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Ep.72: Relationship lasts a long time 25:40

5M ago25:40

25:40

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! 🚀 #careergrowth #mentorshipmatters #mentalresilience #succes…

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Ep.71: When opportunity knocks, listen. 33:13

6M ago33:13

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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 inte…

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Ep.70: You've got to set those expectations around 29:18

6M ago29:18

29:18

🚀 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 lo…

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Ep.69: Human nature is undefeated 20:46

6M ago20:46

20:46

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 loo…

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Ep.68: Slow Down to Speed Up 22:36

6M ago22:36

22:36

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. …

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Ep.67: Take advantage of the learning experiences 26:32

7M ago26:32

26:32

Struggling to balance career growth with personal life? In this episode, I sit down with Sharon Onuma, CPA (Tax Senior Manager at EY) to discuss essential strategies for advancing in leadership while maintaining work-life harmony. Whether you're an aspiring CPA, a tax professional, or a leader looking for productivity hacks, this episode is packed …

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Ep.66: It’s a Marathon, not a Sprint 31:47

7M ago31:47

31:47

In this episode of CPA Career Paths, I sit down with Sharon Onuma, Certified Public Accountant, to discuss her incredible journey from tech staff to senior manager at EY. Sharon shares valuable insights on career growth, CPA exam success, time management, and staying organized in a demanding profession. Whether you're a student, CPA candidate, or a…

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Ep.65: Be the manager you wish you had 33:05

7M ago33:05

33:05

Join me, Rosey Flaherty, on CPA Career Paths as I sit down with Mike Maksymiw to dive into the challenges and triumphs of building a successful career in accounting. In this episode, Mike shares his journey of overcoming obstacles after mergers, recognizing leadership styles, and thriving in firm culture. From the importance of conversations in man…

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Ep.64: Building A Career in Accounting 35:03

7M ago35:03

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In this episode of CPA Career Paths, Mike Maksymiw, a seasoned leader in the accounting world, shares his inspiring journey from working at a local firm to becoming a key player in a national powerhouse. In this video, we’re covering: 00:00 - Introduction to Mike and His Role: Mike introduces himself and shares his current role in the accounting in…

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Ep.63: Trust as Accounting's Foundation 23:27

7M ago23:27

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🎙️ Welcome to Episode 63 of the podcast! I’m Rosey Flaherty, and today we continue our conversation with Barry Melancon. Explore the incredible journey of accounting transformation with insights from a leader who has driven change within the AICPA. 📅 Note: Barry officially retired on December 31, 2024. This interview was conducted on December 16, 2…

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Ep.62: Leadership, Growth and Career Insights 24:16

8M ago24:16

24:16

In this episode, I chat with Barry Melancon, who has been the CEO of AICPA for over 30 years! Barry shares his incredible journey from growing up in Louisiana to leading the world’s largest accounting organization. We dive into leadership lessons, the rise of AI in accounting, and what the future holds for the profession. If you’re looking for care…

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Ep.61: Mastering Excel for Career Success 31:00

8M ago31:00

31:00

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…

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Ep.60: Mastering Excel Skills for CPAs 24:34

8M ago24:34

24:34

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…

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Ep.59: Eventually money will come 35:00

8M ago35:00

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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 …

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Ep.58: Beyond Numbers, Well-Rounded Professionals 32:52

9M ago32:52

32:52

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/@CPACareerPathsBy Terrell Turner, CPA

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Ep.57: Public accounting tested my limits. 31:40

9M ago31:40

31:40

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…

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Ep.56: Grow & Nurture Professional Networks 37:47

9M ago37:47

37:47

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…

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Ep.55: Appreciation matters most during hardships 38:02

9M ago38:02

38:02

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…

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Ep.54: I know absolutely NOTHING. 25:47

10M ago25:47

25:47

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…

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Ep.53: Happiness thrives beyond money’s role 31:26

10M ago31:26

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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:…

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Ep.52: Oooohh!!! Moments Make Teaching Rewarding 30:29

10M ago30:29

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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…

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Ep.51: Relevancy grows with adaptive thinking 44:40

10M ago44:40

44:40

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/@CPACareerPathsBy Calvin Harris Jr., CPA

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Ep.50: Declining CFO offer; prefer Controller role 35:31

11M ago35:31

35:31

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

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Ep.49: With a forward-thinking, strategic, and optimistic mindset, we turn challenges into opportunities. 38:59

11M ago38:59

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

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Ep.48: Human connection is what people love the most. 22:35

11M ago22:35

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

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Ep.47: Impossible until it's Inevitable 40:58

11M ago40:58

40:58

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

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Ep.46: People want to feel the value and a sense of purpose. 29:41

11M ago29:41

29:41

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…