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

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

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