Where Accountants Go is the career podcast for Accountants, by Accountants!
Whether you work in industry, public accounting, are considering becoming an accounting professor, or have aspirations to start your own business, Where Accountants Go will enlighten you on all the possibilities as our successful accounting guests share their stories of how their career has developed. Please visit our homepage as well at www.MGRAR.com. Welcome to the community!
207: Carolyn Smith, CPA AEP CAP – A Unique Exit Planning Niche
Carolyn Smith, Senior Partner with C3 Financial Partners in Texas, joined us for this episode of Where Accountants Go, the Accounting Careers Podcast.
Carolyn’s career started as many do… in public accounting. And in fact, she spent the first 30 years of her career with the same accounting firm, minus a one-year detour into industry. During that time, she developed expertise in helping business owners exit their businesses through a variety of scenarios. However, one of the scenarios that sometimes happen particularly caused her to be emotionally attached to her work, the scenario of a business transfer due to a death. After many years working through these transitions, Carolyn decided to try to get on the front-side of these tragedies by going into the field of planning around the insurance that is needed. She got her life insurance license, and later on her CAP certification (Chartered Advisor in Philanthropy), and now helps family businesses plan for the possibility of the passing on of a key member of their team, as well as how to plan for giving that they may want to do from a legacy perspective. This really is an interesting episode.
If you enjoy this episode, please also check out: Harriet Helmle
To listen to this interview with Carolyn Smith, please use the player below:
206: Kelly Boswell, CPA – Working in the Tax Controversy Specialty
Kelly Boswell, the Director of Tax Controversy with the San Antonio based accounting firm ADKF, joined us for this episode of Where Accountants Go, the Accounting Careers Podcast.
Kelly accepted her new role as Director of Tax Controversy early last year, so we invited her on the show to talk more about that specific specialty. “Tax controversy” specialists seem to be popping up with many firms in the marketplace, so it was time to do an episode that covered that area of interest in depth. As you will hear in Kelly’s career story, many of her previous experiences helped build her into an ideal professional for this type of role, and we discuss some of that background in this interview so that those interested in the field can guide their own career in that direction.
However, we also stumbled on another interesting facet of Kelly’s career journey: the fact that she postponed her career for 12 years after finishing school. Kelly was at the point right after college where her and her husband wanted to start a family, so she temporarily put her career on hold about the time most people are just getting started. This made for an inspiring story though, as you will hear about the steps she took to help better her situation when re-entering the workforce. There is tremendous value in that portion of the story as well.
There truly is great value for many different types of professionals in this episode. If you enjoy this interview, please also check out: Shanikwa Davis and Elena Levario
For more information on Kelly’s firm, you can visit https://www.adkf.com/
To listen in on this interview with Kelly Boswell, Director of Tax Controversy, please use the player below:
205: Jose Campos – National Firm Success, Diversity, & Serving the Profession
Jose Campos, a Partner with Deloitte in California, joined us for this episode of Where Accountants Go, the Accounting Careers Podcast.
We were referred to Jose by a listener that heard him speak on the subject of diversity in the profession, and we certainly were not disappointed. Jose has had an amazing career, staying with Deloitte all the way from starting as an entry-level accountant, to becoming Partner a while back. Plus, he has been a leader with Deloitte in the area of Diversity & Inclusion, a true passion for Jose. Interestingly enough, he almost chose a career working to advance the interests of minorities early in his life, and even though he chose accounting instead of that path, he has still been able to help the profession make significant headway in that area.
In addition to Jose’s work as a Big 4 Partner and in the diversity area, he has also served on the State Board of Accountancy for the state of California, a job that carries with it tremendous responsibility as well. We truly do get into a wealth of information in this podcast episode.
To find out more about Deloitte specifically, visit https://www2.deloitte.com/us/en.html.
For information on their D&I efforts, visit https://www2.deloitte.com/us/en/pages/about-deloitte/articles/deloitte-inclusion.html?icid=top_deloitte-inclusion
For other episodes you may enjoy, make sure to listen to: Joey Tackett and Amy Pitter
To listen in on this episode with Jose Campos, please use the player below:
204: Ron Baker of the Verasage Institute and The Soul of Enterprise
Ron Baker, Founder of the Verasage Institute and one of my absolute favorite podcast hosts, joined us for this episode of Where Accountants Go, The Accounting Careers Podcast.
If you haven’t heard The Soul Of Enterprise podcast, you are missing out. Ron Baker co-hosts the program with another brilliant thinker, Ed Kless, and provides some of the most thought-provoking content I have ever experienced. It’s quite literally one of my favorite two podcasts.
Ron started his career in public accounting, moved into industry, and then founded his own accounting firm. It was during those early years that he began to severely dislike the concept of the billable hour and timesheets in public accounting. That disdain for the billable hour led him to write a book, the first of many actually, and that launched his eventual consulting career working with firms to make the profession better. He now devotes his full-time efforts to pricing strategy and related topics. The organization he founded, the Verasage Institute, is a think-tank formed for exactly the purpose of reaching the tipping-point where the billable hour will become just a footnote in the history books. And what’s interesting, is that it looks like we are there. There definitely have been a large number of firms that have moved away from the billable-hour concept, and it appears that its eventual death is becoming a certainty.
If you like a story of finding your passion, and devoting your efforts to making a difference in the world, you will love this episode.
Make sure to check out the links above in the shownotes as well for Ron’s own podcast, as well as some of his books.
To listen in on this interview with Ron Baker, please use the player below:
203: Ben Loggins – Building a Practice, Plus a Discussion about Figure Skating & Roswell!
Ben Loggins of Loggins, Kern, McCombs in Atlanta, Georgia, joined us for this episode of Where Accountants Go, the Accounting Careers Podcast. In this episode, we discuss the growth and progression of Ben’s firm, and also his outside-of-work interest in the area of Roswell history and supporting US figure skating!
We initially asked Ben to be on the show to discuss the progression and growth of his accounting firm because it has been a while since we had a long-term CPA firm owner on the program. And we did have a good discussion of the history and changes with their firm over the years, including some talk regarding finding the right partners for your firm. However, we also happened into a discussion surrounding Ben’s hobbies, both of which originated due to interests his daughter had. His daughter was involved in figure skating for many years, and because of that Ben served on the Finance Committee for the US Figure Skating organization. And in an even more interesting turn of events in our interview, we also found out that Ben speaks on the history surrounding extra-terrestrial events in Roswell, New Mexico – you know, alien stuff! He’s done quite a bit of research on the topic, and even has a YouTube video about Roswell. Check it out at: https://youtu.be/lQf8-AoAyoI
This interview was fun on many levels.
For more information on Ben’s firm, please visit their site at: https://www.logginscpa.com/our-firm/
I’m sure you will really enjoy this interview. To listen in on the discussion we had with Ben Loggins, please use the player below:
202: Jaclyn Badeau of Badeau Consulting: Going the Extra M.I.L.E.
Jaclyn Badeau of Badeau Consulting joined us for this week’s episode of Where Accountants Go, the Accounting Careers Podcast. Jaclyn’s career spans public accounting, large industry, global travel positions, and now her own consulting practice. There is something here for everyone!
Jaclyn’s career started very early. She actually had her first accounting clerk job while in high school! She very much enjoyed that position, so majoring in accounting was a natural choice.
After college, she worked in public accounting for six years, and then in industry with the Tempur Sealy organization for almost 9 years after that. Through those various management roles, she continued to be involved in leadership training and coaching, which further refined her own leadership coaching skills. Eventually, she decided in early 2020 to devote herself full-time to coaching others, and Badeau Consulting was formed. Now she works with both groups and individual professionals who want to go the “extra M.I.L.E.”, an acronym that stands for motivate, inspire, lead, and empower. You can tell that Jaclyn really enjoys helping others grow, so this was a natural next step in her journey.
Learn more about Jaclyn’s company at www.badeauconsulting.com
For other episodes you will enjoy, make sure to listen to: Robina Benion and Brian Kush
To listen in on this interview with Jaclyn Badeau, please use the player below:
Customer ReviewsSee All
Mark is an amazing recruiter, and an exceptional host. He is very personable and isn’t afraid to dig deep into a person’s ideas, visions, and goals.
On the podcast, you will hear stories that will inspire you to be more than just an accountant. These stories will give you the strength to go out and chase the career you really want to have.
Everyone who is interested in accounting career can benefit from this podcast
So glad I found such an insightful accounting career podcast! Regardless where you are in your career, you can find value in this podcast if you are interested in pursuing accounting. Mark brings in a diverse group of talented people, takes audiences through their career paths and inspires listeners to learn and move up.
Mark is the man
The podcast is very insightful and gives a lot of hope to me in my career.
Keep it up my man.