Tom and Jesse from FinOptimal return to the show to discuss the Bench shutdown with Hannah and Joey. Along the way they discuss the rise of AI in the industry, changes to the 150 CPE credit rule, memes, and how CPAs can better convey what they do to clients. The conversation underscores the importance of adaptability, effective communication, and maintaining professional standards amidst technological changes, using Bench's experience as a cautionary tale for the profession.

In this podcast episode, Joey and Hannah delve into the rigors of busy season in the accounting industry, discussing the personal and professional challenges it presents. They share their experiences with long hours, work-life balance, and the need for industry change. While highlighting the importance of leadership in creating sustainable work environments and the role of self-care, they also explore the value of mentorship and being open to advice and constructive criticism, emphasizing the significance of empathy and communication in the workplace.

Co-host Hannah shares her experiences with tax planning and defined benefit plans, setting the stage for guest expert David Podell from Business Benefits Consultants. David demystifies defined benefit plans, emphasizing their relevance and tax advantages. The discussion covers identifying client opportunities, the importance of advisory roles, and resources for further learning.

In this episode of the Young CPA Success Show, the host and co-hosts Joey and Hannah discuss the challenges faced by young professionals, particularly in accounting, with guest Madeline Miller, a coach with a background in law and entertainment. They explore generational stereotypes, the importance of good leadership, and the need for purpose and recognition in the workplace. Madeline shares her journey and emphasizes the significance of empathy, mentorship, and building supportive work environments. The conversation highlights the evolving expectations of younger generations and the role of leaders in fostering inclusive and fulfilling workplaces.

In our year end wrap up: Jody, Brett, Tom, Hannah, and Jamie share favorite moments from the show, podcasting resolutions and holiday gift wishes. the hosts reflect on personal anecdotes and provide their aspirations for the upcoming year. They also introduce a new behind-the-scenes team member.

Joey and Hannah welcome Chris Papin, Founder of Papin CPA, to discuss the importance of mindset, empathy, and adaptability for young accounting professionals. Joey shares lessons from his first mentor, emphasizing the significance of mindset in navigating industry changes. Hannah highlights the value of empathy and positivity in client interactions, while Chris delves into the psychology of change management, stressing the need for accountants to adapt and engage in meaningful conversations. The episode underscores the importance of building relationships and embracing change for career success in accounting.

Adam D. Koós, Founder and President of Libertas Wealth Management, joins the show and delves into the significance of fiduciary responsibility in financial planning. They discuss the benefits of fee-only advisors and the necessity of transparency and ethical behavior. The conversation also explores the evolving role of CPAs, the importance of collaboration with financial advisors, and strategies for managing highly appreciated assets. The episode emphasizes the need for proactive relationship-building and holistic financial planning.

John Scott, Virtual CFO and Partner at Anders CPAs + Advisors, joins Hannah and Joey to discuss strategies for young accounting professionals to establish themselves as subject matter experts within their firms. They emphasize the importance of demonstrating interest in a niche, seeking mentorship, and mastering effective communication. Key takeaways include building strong client relationships, asking questions, and learning from mistakes.

Joey takes this one solo, and welcomes Trey Meier, Senior Recruiter at Anders, to discuss the firm's growth and recruiting strategies. They highlight the firm’s expansion beyond St. Louis, emphasizing the importance of firm culture, professional development, and personal attention to employees. Trey shares insights into the firm's adaptability to remote work and initiatives to create a welcoming environment for all employees. They also discuss the significance of networking, referrals, and the diverse opportunities available at Anders. The episode provides valuable advice for young accounting professionals navigating their early careers and seeking the right fit in the industry.

Joey takes this episode solo, interviewing Microsoft MVP Certified Trainer and Founder of Excel University, Jeff Lenning. They delve into the critical role of Excel skills for young accounting professionals. Joey shares personal experiences, highlighting the gap between college education and workplace Excel demands. Agreeing with Joey, Jeff discusses the inadequacies in Excel education and outlines his company’s comprehensive training program.

“I feel like way too often when somebody hears the word accountant, they think of a man in a suit and tie sitting behind a desk just pumping out tax returns. I don’t have a suit and tie on, I am not a man, and I’m not doing tax returns. I’m in this industry having the best time of my life,” remarks Hannah Hood. This episode is all about shaking things up for the next generations of accountants! Chayton Farlee, current accountant student, shares his journey and insights, emphasizing the need for practical experience and mentorship. Hannah, Joey and Chayton discuss the evolving landscape of the accounting profession and the importance of engaging younger audiences. They highlight the importance of modernizing perceptions of accounting, leveraging technology, and proactive outreach to attract new talent.

The Young CPA Success Show’s hosts (Hannah Hood and Joey Kinney) and producers (Rob Semos and Roxanne Raynor) discuss the first year of the show’s success and reflect on the journey. Hannah celebrates the podcast's first anniversary by reflecting on the impact it’s had on her personal growth. Joey emphasizes the need for a platform tailored to young CPAs, while Hannah shares her journey overcoming imposter syndrome and the positive feedback from listeners. The hosts highlight recurring themes like the skills gap in middle management and the prevalence of imposter syndrome, encouraging young professionals to embrace their ambitions and seek mentorship.

The man, the myth, the legend — don’t miss the episode with Jody Grunden, Co-founder of Summit CPA Group (now Summit Virtual CFO by Anders). Joey and Hannah sit down with their fearless leader for a discussion on transforming the accounting profession and changing industry perceptions. Jody shares his journey from public accounting to entrepreneurship, emphasizing the need for a flexible, task-oriented work culture. He discusses the benefits and challenges of remote work, the importance of curiosity in questioning established practices, and the future role of technology in accounting. The episode encourages young professionals to embrace change and develop essential soft skills.

Joey and Hannah welcome Peter Margaritis, also known as The Accidental Accountant. They delve into the critical role of communication and storytelling in the accounting profession. They discuss the necessity for accountants, especially those just starting out, to effectively translate complex financial jargon into understandable language for clients. Emphasizing personal connection, they share experiences and strategies for improving these skills, including practice with non-accountants and adapting to various client personalities using tools like the DiSC model. The episode also highlights Oklahoma State University's efforts to integrate these vital communication and client service skills into their accounting curriculum.

Hannah and Joey are joined by Ayo Owodunni, Management Consultant at Prime Target Consulting, for an insightful conversation on the importance of inclusive leadership and DEI initiatives. They emphasize the need for genuine actions over lip service and highlight the business benefits of diversity. Ayo underscores the value of privilege for community good and the necessity of building trust with diverse team members through personal connections. The conversation also explores emotional intelligence, empathy, and the T-GROW model for goal setting in coaching. Ayo shares practical strategies and personal anecdotes, stressing the significance of understanding and connecting with individuals in the workplace.

Are you a crypto investor? Then this episode is for you! Mackenzie Patel chats with Joey and Hannah about her non-traditional journey in the accounting industry, from internship at Deloitte to her current focus on cryptocurrency and AI at her firm, Hash Basis. As the CEO and Co-founder of Hash Basis, Mackenzie discusses her passion for tech, challenges of hiring for her specialized firm, and the opportunity (and volatility) of cryptocurrencies.

In this episode of the Young CPA Success Show, Joey and Hannah sit down with Karl Baker, owner of Baker CFO Advisory, LLC, as they share their career experiences, including the concept of "do overs" and the challenges of balancing personal life with professional growth. Karl discusses his transition from public accounting to consulting, emphasizing the importance of industry understanding. The conversation highlights the value of mentorship, the impact of organizational culture, and the benefits of embracing challenges for personal and professional development.

Tom Wadelton, fellow Virtual CFO and host of the Modern CPA Success Show, joins Joey as they share candid stories about the impact of stress on their personal and professional lives. They emphasize the importance of setting boundaries, prioritizing tasks, and creating a supportive work environment where stress can be openly discussed. They encourage leaders to address structural issues causing stress and to support their team in managing workloads. The episode concludes with a reminder that stress is a personal challenge and the importance of honest communication with employers about individual needs.

Donna Serdula, Founder and President of Vision Board Media and LinkedIn expert, joins the show to dive into the nuances of personal branding on LinkedIn. The conversation covers the evolution of the platform from strictly professional to a space for authentic personal expression. Donna advises on the importance of consistent content creation and engagement to build a memorable brand.