Best CPA Exam Podcasts (2025)

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85: Why You Should Think Purpose over Profit as a Entrepreneur 39:41

2h ago39:41

39:41

Today we sit down with John Bromley, the founder and CEO of Charitable Impact, Canada's leading online giving platform, which has facilitated over $1.5 billion in donations. John's journey from corporate finance to purpose-driven entrepreneurship is full of valuable business tips and lessons that resonate with entrepreneurs at all stages. We unpack…

1
Ep.82: Learn the ropes before stepping up 32:05

3d ago32:05

32:05

Hey everyone, Rosey Flaherty here! In this episode, Hillary Caplan Sefcik, CPA and Assurance Manager at CohnReznick LLP, shares the mindset shifts that helped her thrive in public accounting and how networking has played a bigger role in her growth than any single event ever could. Hillary walks us through the early lessons that shaped her leadersh…

1
84: How to Scale Your Business Without Going Broke 33:48

3d ago33:48

33:48

You can scale fast—and still go broke. This episode is your real-talk guide to building smart, not just big. We sit down with 26-year-old entrepreneur Roggen Frick, who turned a dirt-bike hobby and a welding side hustle into a nationwide manufacturing company. We’re talking about what it really takes to scale a business, dodge financial landmines, …

1
Season 2 Episode 5: Q&A with a CPA: A Day in the Life of a CEO and Personal Financial Specialist 27:26

7d ago27:26

27:26

Discover what a typical day looks like in your dream career—insights, experiences and expert advice await! Are you ready to dive into the exciting world of accounting? Join us for the informative "Q&A with a CPA" podcast series to gain valuable insights into the world of accounting, highlighting the motivations, responsibilities and essential skill…

1
83: Raise Money Without VC: How Crowdfunding Levels the Playing Field 38:44

7d ago38:44

38:44

If you think you need a VC to fund your startup, think again. Only 1% of founders ever get a dime from venture capitalists. But thanks to investment crowdfunding, the tables have turned—and YOU are now in control. Sherwood Neiss, co-author of the JOBS Act and pioneer of equity crowdfunding, joins me to break down how you can raise up to $5M directl…

1
Ep.81: A smile goes a long way 27:21

10d ago27:21

27:21

Hey everyone, Rosey Flaherty here! In this episode, Hillary Caplan Sefcik, CPA and Assurance Manager at CohnReznick LLP, shares her inspiring journey from aspiring broadcast journalist to accomplished accounting professional. Hillary opens up about the challenges she faced on the path to becoming a CPA, the importance of strong support systems, and…

1
82: Why Passion is Not Built But Found 29:44

10d ago29:44

29:44

Ever feel stuck between the safe path and the one you really want to pursue? In this episode, we dive into the power of habits, the cost of inaction, and how one man turned his side passion into a thriving business helping entrepreneurs build financial freedom. If you're ready to move from planning to doing—this one's for you. Today we sit down wit…

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81: The Science of Selling: Psychology Hacks That Close Deals 42:29

14d ago42:29

42:29

What if your sales pitch isn’t the problem—but your psychology is? In this mind-bending episode, I sit down with Jake Stahl, the inventor of NeuroStrategy and the founder of Orchestraight, to unpack how deep business psychology and human behavior are the real keys to sales success. This one’s a masterclass in decoding people. Jake Stahl is not your…

1
Ep.80: Fail fast, bounce back faster. 34:22

17d ago34:22

34:22

In this episode, host Rosey Flaherty talks with Precious Opaleke, CPA, MSc, Senior Tax Specialist at Lido Tax LLC, about how Precious discovered her passion for accounting by chance, overcame multiple CPA exam setbacks, and used resilience to keep moving forward. From her start in IT to working at H&R Block and joining CalCPA, her story highlights …

1
80: Why Waiting for Retirement is a Lie—How to Create Wealth with Passive Income 43:06

17d ago43:06

43:06

What if everything you’ve been told about retirement is a lie? In this episode, Joey Murey shares how a single conversation with his 3-year-old daughter shook his worldview—and launched his journey to true freedom through passive income. If you're tired of trading time for money and building someone else's dream, this conversation is the wake-up ca…

1
Season 2 Episode 4: Q&A with a CPA: A Day in the Life of a Tax Manager 27:31

21d ago27:31

27:31

Discover what a typical day looks like in your dream career—insights, experiences and expert advice await! Are you ready to dive into the exciting world of accounting? Join us for the informative "Q&A with a CPA" podcast series to gain valuable insights into the world of accounting, highlighting the motivations, responsibilities and essential skill…

1
79: How to Leverage Podcasting to Scale Your Business 25:19

21d ago25:19

25:19

Think landing a big-name podcast will skyrocket your business? Think again. In this episode, we reveal why smaller, niche podcasts often deliver bigger results—and how podcast interview marketing can become your most powerful tool for building trust, authority, and brand loyalty. Today we chat with with Liz Brooks, from Interview Valet and expert i…

1
Ep.79: Start with basics, then go deep 28:26

24d ago28:26

28:26

Hey everyone, Rosey Flaherty here! 🎧 In this episode, Precious Opaleke, CPA, MSc, Senior Tax Specialist at Lido Tax LLC, joins me to share her inspiring journey from IT to accounting and what it takes to succeed in the CPA world. ✅ How a chance encounter led Precious to discover her passion for accounting ✅ The vital role of mentorship and communit…

1
78: Are You Prepared to Sell Your Business When the Time Comes? ( Don't Make These Mistakes ) 32:28

24d ago32:28

32:28

If you're an entrepreneur who's built a business over decades—or even just years—what's your plan when it's time to walk away? Spoiler: Just selling isn't the plan. This episode is a must-listen if you want to maximize your exit and minimize the chaos. Today’s guest is Joseph Lopresti, founder of Clear Path Family Office and Arlington Wealth Manage…

1
77: This Tax Accountant Didn’t Pay Taxes for 8 YEARS — Carlos’s Wild Redemption Story 33:17

28d ago33:17

33:17

Carlos Samaniego went from ignoring the IRS for nearly a decade to becoming one of the nation's leading experts in tax resolution. If you're an entrepreneur who’s made tax mistakes (or fears you might), this is the episode you can’t afford to miss. In this inspiring episode we sit down with Carlos Samaniego, Enrolled Agent, bestselling author, and …

1
Special Ep: The biggest challenge was having patience (Part 02) 22:19

1M ago22:19

22:19

Hey everyone, Rosey Flaherty here! 🎧 In this episode, Marcus Rien, CPA, Fractional/Interim CFO & COO, joins Rosey Flaherty to talk about what it takes to build a meaningful and flexible career in today’s accounting landscape. ✅ Why patience is one of the hardest but most essential entrepreneurial traits ✅ How Wave CPAs is helping reduce admin load …

1
76: How to Handle Life, Business ( and even AI) as Modern Day Entrepreneurs 38:48

1M ago38:48

38:48

What does it take to build a thriving company from the living room floor, overcome personal and professional upheaval, and stay ahead in a rapidly evolving world? Let's talk about how to stay ahead and adaptable as entrepreneurs. Our guest today, Beth Rohani, CEO of Ameritex Movers and a first-generation Iranian-American entrepreneur, has the answe…

1
Season 2 Episode 3: Q&A with a CPA: A Day in the Life of a Content Creator and Business Adviser 28:01

1M ago28:01

28:01

Discover what a typical day looks like in your dream career—insights, experiences and expert advice await! Are you ready to dive into the exciting world of accounting? Join us for the informative "Q&A with a CPA" podcast series to gain valuable insights into the world of accounting, highlighting the motivations, responsibilities and essential skill…

1
75: Do You Have a Winning Entrepreneur Mindset? 39:09

1M ago39:09

39:09

Ever dreamt of owning a business but don’t want to build from scratch? Franchise ownership might be your cheat code. In this episode, former MMA Fighter Lance Hood breaks down how to escape the 9–5, build wealth, and tap into a proven business model without reinventing the wheel. Lance is the managing member of ARC Franchising, where he helps aspir…

1
Special Ep: Every role teaches you something valuable. (Part 1) 23:30

1M ago23:30

23:30

Hey everyone, Rosey Flaherty here! 🎧In this episode, Marcus Rien, CPA, Fractional/Interim CFO & COO, joins Rosey Flaherty to explore how excellence, when practised consistently, can shape your career, leadership, and impact in the world of accounting. ✅ Why striving for excellence is about consistency, not perfection ✅ How to avoid burnout while st…

1
74: The Secret Wall Street Isn’t Telling Entrepreneurs.. 36:54

1M ago36:54

36:54

What if everything you've been told about building wealth and investing is a lie—and the real financial secrets are only shared behind closed doors? Most business owners and high earners unknowingly play a rigged financial game, relying on conventional advice that keeps them in the slow lane. In this episode, Mark Miller—co-founder of Hilton Tax an…

1
Ep.78: Take time to walk away and recharge 32:12

1M ago32:12

32:12

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 bu…

1
73: Sleep Tips Every High Achiever Needs to Hear 32:09

2M ago32:09

32:09

Are you a high achiever running on caffeine and 5 hours of sleep? Think again. In this enlightening episode, we’re joined by Dr. Catherine Darley—board-certified sleep specialist and psychologist—who dives deep into why peak performers need more sleep, not less. If you’ve ever believed that success requires sleep sacrifice, this episode will change…

1
Season 2 Episode 2: Q&A with a CPA: A Day in the Life of a Nonprofit CFO 31:39

2M ago31:39

31:39

Discover what a typical day looks like in your dream career—insights, experiences and expert advice await! Are you ready to dive into the exciting world of accounting? Join us for the informative "Q&A with a CPA" podcast series to gain valuable insights into the world of accounting, highlighting the motivations, responsibilities and essential skill…

1
Ep.77: Deliver Results—No Matter Your Role 31:57

2M ago31:57

31:57

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 lea…

1
72: Ways Your Are MISSING Money in Your Business and How to Solve that Today 44:48

2M ago44:48

44:48

Think bookkeeping is just data entry? Think again. Entrepreneurs are losing millions every year not because they lack hustle — but because they don’t know where their cash is going. In this episode, Natalia from Zachary Consulting reveals how one client went from $800K in the red to $200K in profit in six months — all by mastering their numbers. If…

1
Ep.76: Done is better than perfect 26:14

2M ago26:14

26:14

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…

1
71: How to Go From Side Hustles to Building a Passive Income Empire 35:59

2M ago35:59

35:59

Are you tired of trading your time for money and looking for a smarter way to build wealth? What if you could invest in commercial real estate and create passive income without the headaches of being a landlord? Today we sit down with Eric Burns, founder of Flowers Capital, to discuss the journey from flipping single-family homes to building wealth…

1
Lost Your Job But Found Yourself: Navigating Layoffs and Career Transition 35:11

2M ago35:11

35:11

What happens when your job disappears, but your bills and ambition Don’t? In this raw and powerful episode of Career Convos™️ with Nikki, I talk candidly about what it really feels like to be laid off, and how to navigate the messy middle between endings and new beginnings. From that gut-punch calendar invite from your boss and HR that changes ever…

1
Season 2 Episode 1: Q&A with a CPA: A Day in the Life of an Advisory Partner 28:46

2M ago28:46

28:46

Discover what a typical day looks like in your dream career—insights, experiences and expert advice await! Are you ready to dive into the exciting world of accounting? Join us for the informative "Q&A with a CPA" podcast series to gain valuable insights into the world of accounting, highlighting the motivations, responsibilities and essential skill…

1
Ep.75: You just have to do what excites you 27:06

2M ago27:06

27:06

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 t…

1
The “Next Stop: CPA" podcast is back for 2025! 0:41

2M ago0:41

0:41

We’ll be coming out with new episodes every month to help you along your CPA journey. Get insider tips, expert advice, and valuable insights to help you navigate your accounting career and CPA Exam process. Your journey to becoming a CPA just got a whole lot more exciting! Check out these available resources: STUDENTS Register for free AICPA studen…

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70: How You Can Grow Your Businesses With THIS Podcast Interview Strategy 37:24

2M ago37:24

37:24

What if your next business breakthrough wasn’t in another marketing funnel, but in a conversation? Entrepreneurs and small business owners constantly chase the latest growth hacks—SEO, paid ads, and social media strategies—only to feel stuck in an endless cycle. But what if you could build real relationships that drive business growth without burni…

1
Ep.74: Resilience is everything: Fail, Learn, Get Up. 25:48

2M ago25:48

25:48

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 …

1
69: Are You Wasting Leads? The Hard Truth About CRM Sales Systems for Entrepreneurs 33:43

2M ago33:43

33:43

Are you a small business owner struggling to track leads, convert prospects, and boost sales growth? Did you know that 80% of sales require at least five follow-ups, yet over 40% of businesses give up after just one try? In today’s episode, we dive deep into the world of CRM and sales growth with Jason Kramer, founder and CEO of Cultivize. With ove…

1
Ep.73: Trust is Everything. 22:14

3M ago22:14

22:14

🚀 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 Busin…

1
68: Don’t Let Your Business Consume You- Lessons from a Near Death Experience 36:41

3M ago36:41

36:41

Are you a high-achieving entrepreneur struggling to balance work and home life? Today's guest nearly died form COVID and realized what he was doing wrong in life and in his business. Many small business owners and high achievers find themselves caught in the relentless pursuit of success, only to realize too late that burnout, strained relationship…

1
Ep.72: Relationship lasts a long time 25:40

3M ago25:40

25:40

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! 🚀 #careergrowth #mentorshipmatters #mentalresilience #succes…

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67: Surrendering to Excellence: Why You Should Focus on Quality, Not Quantity 30:32

3M ago30:32

30:32

What if the key to building a lasting business wasn’t just about profits but about preserving a legacy? Entrepreneurs often focus on scaling their businesses, but what about the stories behind those businesses? In this episode, Chance McClain, the founder of Heritage Films, shares how he turned storytelling into a thriving business, capturing the l…

1
Ep.71: When opportunity knocks, listen. 33:13

3M ago33:13

33:13

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 inte…

1
66: Sales Strategies That 10x Revenue – How to Master Sales in Your Business 26:53

3M ago26:53

26:53

What if the key to doubling or even 10x-ing your sales was simpler than you think? Today we sit down with Christian Jack, a sales expert and founder of The Sales Dojo. Christian has helped scale businesses to multiple eight-figure revenues and trained hundreds of professionals in sales tips, persuasion, and business strategies. From his disciplined…

1
Ep.70: You've got to set those expectations around 29:18

3M ago29:18

29:18

🚀 Episode 70 of CPA Career Paths is here! 🚀 In this episode, I sit down with Jasmine Adams Mitchell, a CPA in FL, GA, & NC, Senior Recruiting Manager at Crowe, and an active NABA member, to discuss her journey in public vs. private accounting, how she navigated the CPA exam, and insights into career growth in accounting. 00:00 - Introduction – A lo…

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65: How Do You Define Success in Your Business Beyond Profit? 24:34

3M ago24:34

24:34

Are you struggling to define success in your business? Today we talk to Daniel Nikic, a global investment research expert and founder of Coherent Research, to uncover the secrets of business success, effective entrepreneurship, and how to thrive as an entrepreneur. If you're an entrepreneur looking to manage stress, maintain discipline, and achieve…

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Ep.69: Human nature is undefeated 20:46

4M ago20:46

20:46

Welcome to CPA Career Paths, Episode 69. Today, we’re joined by Alan Whitman—Strategy & Growth Advisor, CEO Coach, Investor, and PE Advisor. Alan shares his journey as a leader in the CPA profession, discussing leadership challenges, mindset shifts, and strategic growth. We also dive into work-life balance and key advice for young professionals loo…

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64: Should You Share Your Business Vision with Others or Keep It Quiet? 15:03

4M ago15:03

15:03

Has anyone ever told you to give up on your dream? Today we talk with Dr. Sandy Breece, an inspiring educator, author, and entrepreneur. Over 33 years ago, Dr. Breece set out to create a school that met the individual needs of her son and other kinesthetic learners. Her journey led to the founding of Telesis Preparatory Academy, which has grown fro…

1
Ep.68: Slow Down to Speed Up 22:36

4M ago22:36

22:36

Struggling to navigate leadership challenges and career transitions? In this episode, I sit down with Alan Whitman—Strategy & Growth Advisor, CEO Coach, Investor, and PE Advisor—to explore key insights on leadership, mentorship, and business growth. We discuss the importance of building strong professional relationships, the role of mentorship vs. …

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63: Why Turning Down Business Can Help Your Business Scale 25:11

4M ago25:11

25:11

What if to actually grow your business you sometimes need to say NO to money? Today we sit down with Chris Walker, founder of Legiit, a B2B growth engine designed to help businesses and freelancers succeed online. Chris shares his journey from IT support to building multiple eight-figure businesses and the lessons he learned along the way. Whether …

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Building a CPA Career: Advocacy, Networking, and Professional Growth 24:41

4M ago24:41

24:41

In this episode, Jodi Ann Ray, President and CEO of the Texas Society of CPAs, sits down with Christy Bessert, senior manager at Forvis Mazars, to discuss her path to becoming a CPA. Christy shares her educational background, her move from Wyoming to Texas, and her experiences navigating multiple firm mergers. She reflects on being recognized as a …

1
Ep.67: Take advantage of the learning experiences 26:32

4M ago26:32

26:32

Struggling to balance career growth with personal life? In this episode, I sit down with Sharon Onuma, CPA (Tax Senior Manager at EY) to discuss essential strategies for advancing in leadership while maintaining work-life harmony. Whether you're an aspiring CPA, a tax professional, or a leader looking for productivity hacks, this episode is packed …

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62: Is Your Business Growing or is Your Ego in the Way? 31:57

4M ago31:57

31:57

What if your biggest challenge in your business isn’t your talent, but learning how to let go of your ego so your business can grow? In this episode, we sit down with Jon Gehring, a former radio personality who made the bold leap into entrepreneurship. Discover how he navigated the ups and downs of starting a business in the competitive world of vo…

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