The Young CPA Success Show Hannah Hood, Joey Kinney, Summit Virtual CFO by Anders

Don’t miss this dynamic conversation about the accounting industry and growing up with the internet.
Jesse Rubenfeld, Founder of FinOptimal, and Tom Zehentner, Director of Growth and Product for FinOptimal, join Joey and Hannah as they reminisce about the early days of internet music, draw parallels to the evolution of accounting software, and share personal career experiences. Jesse talks about founding FinOptimal and its focus on automating accounting processes. The group discusses the importance of embracing change, leveraging technology, and the entrepreneurial mindset among younger accountants.

Hannah and Joey are joined by Carol Bowser, Founder and Owner of Conflict Management Strategies, to discuss the vital topic of conflict resolution in the accounting industry. As a former employment lawyer turned conflict-resolution expert, Carol discusses the importance of empathy, understanding cultural norms, and the emotional aspects of conflict—while also offering practical advice on handling conflicts and feedback.

Kyle Geers, Co-founder and CEO or Zeroed-In Consulting, joins Hannah and Joey to explore the dynamic world of accounting. They share personal anecdotes about starting businesses and the shift from traditional accounting roles to consulting. Kyle recounts his transition from audit to advisory services, emphasizing the need for diverse skills and the importance of asking “why” to understand the business side of accounting. The conversation also covers the challenges of career changes, the value of self-reflection, and the benefits of networking, as well as a discussion on the evolving landscape of the accounting profession and the critical role of adaptability and continuous learning.

Busy season is in full effect! For nutrition advice when you need it the most, Kendra Miller, a registered dietitian, joins Joey and Hannah to explore the intersection of nutrition and the demanding lifestyle of accounting professionals. They discuss the challenges of maintaining healthy eating habits, particularly during CPA busy season, and the importance of hydration, balanced meals, and regular physical activity. Kendra provides practical advice on meal planning, managing stress eating, and making mindful food choices.

Joey and Hannah catch up with personal mentor and friend, Traci Barrett, one of the founding team members of HGTV and current President and Co-Founder of Navigate the Journey, who shares her wisdom on career longevity, embracing discomfort for growth, and the importance of mentorship. She advises on setting clear goals, balancing future aspirations with present contentment, and the power of gratitude and routine. Traci discusses navigating life's major decisions with mentor guidance and self-compassion amidst uncertainty.

Leadership Advisor Chris Williams joins Hannah and Joey as they delve into the challenges and nuances of middle-level management in the accounting industry. They discuss the lack of management education, the importance of emotional intelligence, and the difficulties faced when transitioning to managing managers. The conversation also covers the need for structured leadership development, the value of empathy in leadership, and the benefits of continuous learning. Additionally, they explore the advantages and challenges of remote work and the impact of leadership on work environments.