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 building your firm, navigating leadership, or managing burnout—this episode offers real-life strategies you can use right away.

🎧 Subscribe for more conversations around mindset, leadership, and creating a meaningful career in accounting and beyond.

💬 I’d love to hear your thoughts on this episode—drop a comment below!

👍 Like & Share this with someone who needs to hear: it's okay to pause.

#podcast #audiopodcast #episode78 #jeffwilsoncpa #roseyflaherty #accountinglife #burnoutprevention #careerinsights #mentorshipmatters #cpacareer #leadershipgrowth #taketimetorecharge

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

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 leadership roles, or just starting out, Jeff’s story will inspire you to deliver results, lead with purpose, and stay authentic in your career.


✨ 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 – Introduction to Jeff Wilson II and His Journey: Introduction to Jeff Wilson II, where his background and career journey are discussed.

06:04 – Career Aspirations: From CFO to CEO: Jeff talks about his career aspirations, transitioning from CFO to CEO.

11:51 – Leading Projects in College: A Unique Experience: Jeff shares his experience leading projects during college, providing early leadership insights.

18:09 – KPMG Experience: Auditing Prisons: Jeff discusses his unique experience auditing prisons during his time at KPMG.

24:06 – Transitioning from Audit to Economic Analysis: Jeff explains his transition from auditing to economic analysis and how his skills translated.

34:14 – Transitioning to the Bureau of Economic Analysis: Jeff talks about his move to the Bureau of Economic Analysis and his role there.

39:49 – Building a Network in the CPA Community: Jeff discusses the importance of networking within the CPA community and shares tips on how to build connections.

45:28 – Challenges in Entrepreneurship: Jeff highlights the challenges faced in entrepreneurship and the lessons learned along the way.

51:57 – Balancing Work and Personal Life: Jeff offers advice on maintaining a healthy balance between work and personal life.

🎧 Subscribe for more powerful conversations around growth, leadership, and building a meaningful career in finance.

💬 Drop a comment if Jeff’s story resonated with you—we’d love to hear your thoughts.
👍 Like & Share this episode with someone who's ready to grow into leadership.

#podcast #jeffwilson #roseyflaherty #cpalife #episode77 #leadership #accountingjourney #careeradvancement #resultsdriven #professionaldevelopment #entrepreneurship #careergoals

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

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 insights for professionals, entrepreneurs, and anyone trying to move forward without being paralysed by perfectionism.

If you’ve ever struggled with overthinking, procrastination, or waiting for the “right time”—this conversation is for you.

00:00 – Teaching Experience as an Adjunct Professor
-Marjorie discusses how teaching has shaped her career.

02:10 – Key Lessons from Running Your Own Firm
-Insights into the challenges and rewards of owning a firm.

04:12 – Involvement in Professional Organizations
-How Marjorie has benefited from engaging with accounting groups.

08:22 – Balancing Work, Family, and Community Engagement
-Tips for managing a successful career while staying connected to family and community.

10:49 – Coping with Overwhelm and Stress Management
-Marjorie’s strategies for managing stress in a busy career.

13:19 – Finding Joy in Everyday Activities
-How Marjorie finds balance by enjoying small moments in life.

15:02 – Recommended Reads for Professional Development
-Book recommendations that have influenced Marjorie’s career growth.

20:21 – Advice for Young Professionals
-Practical tips for those just starting in their accounting careers.

23:19 – The Value of Mentorship
-Why mentorship has been crucial to Marjorie’s professional journey.

🎧 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!

#podcast #audiopodcast #episode76 #marjoriemcpike #roseyflaherty #cpalife #businessgrowth #productivity #womeninbusiness #doneisbetterthanperfect #smallsteps #entrepreneurmindset

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