CPA Life, with host John Randolph, focuses on local CPA firm leaders across the country who go against the grain in building exceptional organizations through non-traditional practices. They show there are firms outside of the Top 100 where you have the ability to build a sustainable, family-friendly career in accounting. Listen in and discover that's not the exception – but the rule!
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We all love free… But tax and accounting firms love it so much that they give their brain away for free! Everything is changing in our profession but the future is bright. Tune in to turn pain points into opportunities. Join Paul Miller and Thomson Reuters Advisory Consultants as they have real and relevant conversations to provide you with inspirational and actionable ideas to move your firm forward. Expect to hear from your peers as well as they share their experiences and discuss relevant ...
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Behind the Recruiting Curtain: A Deep Dive with John, Rachel and Marcus
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55:54Episode 65 of CPA Life is a particularly special episode—a re-broadcast of John Randolph’s appearance on Who's Really The BOSS with Rachel and Marcus Dillon of Dillon Business Advisors! In this collaboration, John shares insights into the recruiting landscape in public accounting from his perspective as Principal at Benaiah Consulting, delving into…
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The Future of Advisory Services: Embracing AI
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25:30In this episode, Mo and Paul discuss the evolving landscape of advisory services in the context of AI and technology. They explore how AI tools like ChatGPT are being integrated into client interactions, the importance of maintaining a human element in advisory roles, and the future implications for professionals in the industry. The conversation h…
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Opportunities and Challenges: Accounting's Evolving Landscape
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32:11John Randolph concludes his conversation with Allan Fisher of Premier Financial Search on Episode 64 of CPA Life. Delving into the evolving dynamics of the accounting profession, the two discuss how the competitive landscape has expanded beyond local firms to national competition, the advantage boutique firms have had as that landscape changed, and…
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Paul and Mo discuss how important it is to reset a client relationship and provide tips on how to do that on a regular basis.
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Redefining Recruitment: A Progressive Approach
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27:21
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27:21Host John Randolph kicks off a special two part conversation with Allan Fisher, president and founder of Premier Financial Search, on Episode 63 of CPA Life. Continuing the theme of recruiting in the profession, they explore the ongoing transformation in public accounting, focusing on building a sustainable, people-centric work culture. Allan’s “un…
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Paul and Mo are back to check on the pulse of the practice!
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John Randolph delves into the evolving landscape of recruiting in public accounting with Kerry Billington, Managing Partner at Spartan Placements, on Episode 62 of CPA Life. Kicking off a month-long series focused on perspectives in the recruiting space, their conversation highlights the significance of culture, flexible work environments, and the …
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Making an Impact on Clients and the Community
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33:00The concluding part two of John Randolph’s conversation with Chris Johnson awaits on this special Episode 61 of CPA Life. Expanding his thoughts on accountability and “extreme ownership,” Chris discusses the challenges inherent in self-reflection and holding oneself and one’s firm to a higher standard. Given the significance of not tolerating poor …
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Continuing the momentum of the new Season 3 of CPA Life is this special two part conversation between John Randolph and Chris Johnson, CEO of CJ CPAs in San Antonio, Texas. Chris started his career in a way typical of many accounting professionals, with a spell in the Big Four and with a local firm before being presented with an unusual opportunity…
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Flexibility, Growth and Trends: Season 3 Kickoff, Part 2
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32:11We return to part two of our special 2025 kickoff Episode 58 of CPA Life as John Randolph “switches sides” to be interviewed by producer Justin Grant. Focusing on evolving definitions of career success and the need for firms to offer flexible, individualized opportunities to retain talent, John goes deeper in exploring the impact of remote work, it…
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Fears, Frustrations and the Future: Season 3 Kickoff, Part 1
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29:32John Randolph “sits on the other side of the studio” on this special two-part Season 3 kickoff episode of CPA Life. With hosting duties accounted for by producer Justin Grant of ProfessionalProductions.net, John delves into the challenges firms will face in 2025 and beyond, such as losing key talent, increased competition and specialization in the …
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CPA Life Rewind: Transform Public Accounting with Ron Baker
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44:46Season’s Greetings from CPA Life! Today, we look back at one of John Randolph’s most impactful conversations of 2024, where he was joined by accounting legend Ron Baker of VeraSage. The two delved deep into the groundbreaking topics of value and subscription-based pricing and client advisory services. The author of eight books, Ron’s extensive writ…
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It's bittersweet moment as Paul and Mo reflect on key moments this year and what they're looking forward to in 2025.
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John Randolph sits down with Roman Villard, co-founder of Full Send Finance, on Episode 56 of CPA Life. Sharing his journey from finance major to starting his own firm, Roman emphasizes the importance of a culture-forward approach and how that has helped Full Send shoot out of the blocks, growing from zero to 12 full-time employees in just over two…
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Paul and Mo discuss the new AI-powered tech with Ready to Advise during Thomson Reuters SYNERGY.
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Mo surprises Paul with a special Pulse of the Practice Anniversary announcement.
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A Pioneer in Public Accounting: Looking Forward
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38:35
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38:35Join host John Randolph on Episode 55 of CPA Life, as he talks to James Rainwater, founder of RainwaterCPA, about his journey and unique approach to public accounting. James discusses his non-traditional career path, how he ultimately discovered he prefers the public accounting space over private, and the evolution of his fully remote firm, which i…
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From Tradition to Transformation: Catalyzing Growth
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45:21Eric Joern started his accounting career at James Hamlin & Co., a traditional firm founded in the 1960s in Antioch, Illinois, right out of college. He joins John Randolph on Episode 54 of CPA Life to talk about his role in transforming that firm into Kaizen CPAs and Advisors, where he now serves as partner. Doing away with traditional CPA practices…
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Breaking Boundaries: From Firm to Freedom
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44:52John Randolph talks with Kelly Rohrs, owner and founder of Kelly A. Rohrs CPA, who shares her journey to building a sustainable and flexible accounting firm, on Episode 53 of CPA Life. Having been recognized by CPA Practice Advisors on their Top 40 Under 40 list, Kelly discusses her transition from a traditional firm to launching her own practice a…
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Fair Pay in Accounting: Tracking the Data
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36:12
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36:12Dominic Piscopo’s journey in accounting started at a Big Four firm in Canada, where he discovered his firm was paying its employees well below the average in his area. He talks to John Randolph on Episode 52 of CPA Life about how that experience, among others, led to him launching Big 4 Transparency, a platform which tracks salary data in the profe…
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Paul and Mo are joined by Adrian Johnson, Chief Product Officer with SafeSend. They discuss how the use of technology has helped many firms address challenges within their workflow, both on the front-end and on the back-end, and how this is an ongoing evolution and growth.
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Modern Accounting Challenges: Tech and the Human Element
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24:51
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24:51Chris Papin returns to CPA Life’s Episode 51 for Part 2 of his conversation with host John Randolph. Their discussion shifts focus towards effective communication, training, and adapting to new technologies in accounting firms. Touching on the challenge inherent in teaching communication skills in a technical field like accounting, Chris stresses t…
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Paul and Mo are joined by Michael Horwitz, Executive Director of BDO Alliance USA. They discuss recent trends in the profession, challenges, and opportunities.
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Technology and Flexibility: Keys to the Profession
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28:01
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28:01CPA Life’s 50 episode milestone marks the beginning of a conversation between John Randolph and Chris Papin, owner and founder of Papin CPA in Edmond, Oklahoma. Discussing the transition from traditional to modern CPA practices, Chris prioritizes sustainability, employee well-being, and client needs. He shares insights into his firm's growth, innov…
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Paul and Mo have a casual conversation about tax deadline, challenging relationships, evaluating and grading those relationships, and how to communicate scope changes to clients.
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Culture, Content and Compensation: Driving Success
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22:42
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22:42Veteran accounting journalist and consultant Seth Feinberg rejoins John Randolph for part two of their conversation on Episode 49 of CPA Life. They pick back up on the closing theme of the first episode, that accounting’s image problem is largely self-made, and changes need to be made to solve the pipeline issues and other pressing matters within t…
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In this week's episode, Paul and Mo are joined by Brady Lievens, Chief Revenue Officer with Protection Plus. They discuss notices and audits and how Protection Plus partners with, and offers Tax and Accounting firms defense services.
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Seth Fineberg spent more than 20 years as an accounting journalist before founding Accountants Forward and consulting with professionals looking to improve their firm and career prospects. He and host John Randolph engage in part one of a dynamic conversation on Episode 48 of CPA Life, centered around going beyond raw numbers and looking at the rea…
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In this week's episode, Mo goes back in time.. into the school days, and asks Paul about student loans and tax and planning stragies.
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Part 2 of John Randolph’s special episode featuring Jeremy Clopton and Heath Alloway of Upstream Academy and the Upstream Leader Podcast continues on CPA Life, as the trio pick up their discussion of intentionality, a theme which runs through so many threads in the accounting profession. Intentionality is central to their discussions about creating…
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A Firm's Acquistions and a Leader's Coaching Mindset
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22:17Paul and Mo are joined by Thomas J (TJ) Sabotka, Managing Partner of O'Brien Shortle Reynolds & Sabotka, PC. TJ shares his firm's journey, acquisitions, and how being the leader of change and having a coaching mindset are both important contributors to his success.
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Leadership and Innovation in the Profession
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31:47
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31:47Jeremy Clopton and Heath Alloway of Upstream Academy and The Upstream Leader Podcast join host John Randolph to discuss innovation and sustainable careers in public accounting on Episode 46, part one of a special two part episode. As influential thought leaders with more than a quarter of a century of accounting experience between them, Jeremy and …
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In this week's episode, Paul and Mo are joined by Tim Petrey, the CEO of HD Growth Partners. They have a discussion around the challenges and opportunities in the past, the current, and the future accounting firm.
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Paul and Mo go LIVE from Carlsbad, CA during the Thomson Reuters annual Advisory Symposium, interacting with a live audience for the first time, and bringing them an exciting conversation with Tom Hood, CPA, CITP, CGMA. Tom is currently the EVP Business Growth & Engagement for AICPA-CIMA and the Business Learning Institute. He was named in the top …
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Employee Experience and Private Equity: Navigating Change
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45:51
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45:51Episode 45 of the CPA Life Podcast features Anshul Chawla, Director of Corporate Development at Chawla & Chawla, PC, in conversation with John Randolph about his journey through public accounting and private equity. From working at Big Four firms and a private equity firm to returning to his family-run CPA firm having gained experience there as a c…
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To guilt or not to guilt! In this week's episode, Paul and Mo have a discussion on a specific prospective client situation, and the conflict between the feeling of guilt and the right time to say No.
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The Future of Accounting: Leadership and Culture
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42:44
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42:44Liz Farr has had a remarkable life’s journey, from a childhood where she learned accounting principles, to many years later taking a tax preparation class, then working as an accountant navigating chaotic tax seasons, to finally, becoming a successful ghostwriter and podcast host. Join John Randolph on Episode 44 of CPA Life as he gleans insights f…
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Transform Public Accounting: Continuing the Conversation with Ron Baker
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31:21
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31:21John Randolph and Ron Baker dive back into part 2 of their discussion on Episode 43 of CPA Life, covering the challenges faced by CPAs, such as the moral injury the profession inflicts, the shift from fee-for-service to the subscription model, client advisory services, and more. They discuss the importance of niche expertise, the value of transform…
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The Trailblazer of Modern Accounting: Ron Baker
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29:46Ron Baker is a pioneer in the field of modern accounting. He joins John Randolph for this first installment of a special two part episode of CPA Life, and the two delve deep into the groundbreaking topics of value and subscription-based pricing and client advisory services that are reshaping the landscape of public accounting. An advocate for getti…
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Paul and Mo are joined by Nathan Nelson, Attorney and Co-Founder of Virtus Law, as they have a part 2 discussion around the Beneficial Ownership Information (BOI) reporting rules and managing client information.
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On Episode 41 of CPA Life, rejoin host John Randolph for part two of his conversation with Jeff Bartsch of Story Greenlight, as they delve deeper into the significance of storytelling within the accounting industry. Learn about the impact of crafting authentic narratives about you and your firm, and discover the benefits of being personal and inten…
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Paul and Mo have a discussion around their experience of the first Partner Summit in 2024! They recall some highlights from the event and how the mindset of many peers in the profession has shifted into understanding advisory and realizing value.
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Transformative Storytelling: Guiding Your Narrative
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31:37
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31:37Jeff Bartsch began his career in Hollywood before founding Story Greenlight, where he coaches CPA firms on how best to present the story of who they are. He joins John Randolph on Episode 40 of CPA Life, part one of a two part episode, to discuss how accounting professionals can differentiate themselves through communication and thought leadership,…
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Reimagine Your Firm: Leading Through Challenges
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32:16
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32:16John Randolph resumes his conversation with Jason Blumer of Thriveal and Blumer CPAs on Episode 39 of CPA Life. Continuing their focus on strategies for firm growth, they tackle the complex problem of team management in the modern, often remote-based accounting world, stressing that leadership comes from the relationship leaders have with their cha…
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Paul and Mo have a discussion about the IRS ramping up its enforcement efforts and the operating plans for more audits. They also discuss initiatives that could be done to make sure clients have all their paperwork in order.
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Embracing Transformation: Intentional Leadership
26:42
26:42
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26:42Jason Blumer, CEO of Blumer CPAs and Thriveal, joins John Randolph for part one of their conversation on Episode 38 of CPA Life. Discussing his journey of building a sustainable CPA firm and the importance of intentional leadership, Jason explains that the entire concept behind Thriveal is that he made a lot of mistakes and had a lot of wrong ideas…
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What do firms do after the April deadline? Other than maintenance work, do firms have a retrospective, staff development plan, key initiatives, etc.? In this week's episode, Paul and Mo discuss post deadline development and initiatives.
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Create True Culture and Watch Your Firm Excel
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32:58
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32:58Jennifer Wilson of ConvergenceCoaching returns for part 2 of her conversation with John Randolph on Episode 37 of CPA Life. She delves into the intricacies of employee motivation, hiring practices, and compensation in CPA firms, and they discuss the vital role culture plays in everything a firm does, from hiring, to acquisitions, to turnover. Jen h…
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In this week's episode, Paul and Mo have a discussion around deadlines and the unnessary stress that it brings sometimes, and how to manage that between staff and clients.
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Paving the Way for the Accounting Pipeline
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33:57John Randolph welcomes Jennifer Wilson to a two part conversation starting with CPA Life episode 36. Jennifer discusses her journey from BDO to founding ConvergenceCoaching, her deep history of driving technological innovation in business and accounting, and her understanding of the evolution of and challenges within the accounting industry. With a…
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