Episodes

  • Ep.60: Mastering Excel Skills for CPAs
    Jan 6 2025

    Ep# 60: Mastering Excel for CPAs with Jeff Lenning| Excel University President 🎓

    Welcome to another exciting episode of our podcast! 🎉


    Today, we have a very special guest: Jeff Lenning, a Microsoft Excel MVP and President of Excel University. Jeff shares his inspiring journey from being a CPA to building a thriving career in Excel training and consulting. 🌟

    💡 In this episode, you'll discover:

    Introduction
    An introduction to the episode and the guest, Jeff, highlighting his professional background and setting expectations for the discussion.

    Jeff's CPA Journey
    Jeff shares his journey to becoming a Certified Public Accountant (CPA), offering insights into the motivations and challenges he faced along the way.

    The Impact of Tax Season
    A look into the intense, fast-paced environment of tax season and its effects on Jeff's career and perspective as a CPA.

    Why Jeff Chose Audit Over Tax
    Jeff explains his decision to specialize in auditing instead of tax, discussing his interests and the career opportunities that influenced his choice.

    Jeff’s Experience in Audit and Learning Excel
    Jeff reflects on his time in auditing and how mastering Excel became a critical part of his professional toolkit.

    Accounting Manager Role
    An overview of Jeff’s transition to an accounting manager position, focusing on leadership, responsibilities, and career development.

    The Power of Excel Shortcuts
    Jeff shares the importance of Excel shortcuts in enhancing productivity and streamlining day-to-day tasks for professionals.

    Becoming President of Click Consulting
    Jeff narrates his path to becoming the president of Click Consulting, including the challenges, growth, and vision for the company.

    Transition to Excel University
    A discussion about Jeff’s founding of Excel University, his mission to empower others with Excel expertise, and the impact of this initiative.



    Top 5 Reasons to Be Good at Excel
    Jeff highlights the top reasons why Excel proficiency is crucial for professionals, emphasizing career growth and problem-solving skills.

    Advice for Aspiring CPAs
    Practical advice and tips for individuals aspiring to become CPAs, drawn from Jeff’s own experiences in the field.

    Common Excel Mistakes to Avoid
    Jeff wraps up the episode by identifying common mistakes made in Excel and providing strategies to avoid them.

    Whether you're an accounting professional, a CPA, or just someone passionate about Excel, this conversation is packed with insights and actionable tips to take your skills to the next level. 🚀

    📌 Don’t forget to like, comment, and subscribe for more amazing content!

    🎧 Tune in and learn how to supercharge your career with Excel!

    #ExcelTips #Accounting #Podcast #ExcelUniversity #CPAJourney

    http://www.youtube.com/@CPACareerPaths

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    25 mins
  • Ep.59: Eventually money will come
    Dec 30 2024

    Ep.59: Eventually money will come

    00:00 - From Employee to Entrepreneur: The journey of transitioning from an employee to becoming a successful business owner. Insights into the decision-making process and the challenges faced along the way.

    05:20 - Choosing the Law Firm Niche: Why specializing in accounting services for law firms became the ideal focus, and how this niche was identified as a strategic business advantage.

    15:10 - Top 3 Leadership Lessons: The most impactful lessons learned while leading a successful accounting firm and how these insights can help other aspiring professionals.

    21:59 - Podcast Hosting & Public Speaking: How being a podcast host and public speaker has influenced personal and professional growth, and the benefits of sharing expertise on public platforms.

    27:10 - Work-Life Balance Tips: How to enjoy life despite a hectic work schedule, with actionable tips for achieving a healthy work-life balance.

    32:24 - Career Advice for Young Professionals: Practical tips and advice to help young accounting and finance professionals navigate their career paths and achieve long-term success.

    http://www.youtube.com/@CPACareerPaths

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    35 mins
  • Ep.58: Beyond Numbers, Well-Rounded Professionals
    Dec 23 2024

    Ep.58: Beyond Numbers, Well-Rounded Professionals

    00:00 - Being the Youngest Team Member in an Industry Job
    12:46 - Gaining Valuable Work Experience in Brazil
    20:04 - Transitioning to a More Challenging Job After Returning to the US from Brazil

    http://www.youtube.com/@CPACareerPaths

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    33 mins
  • Ep.57: Public accounting tested my limits.
    Dec 16 2024

    Ep.57 Public accounting tested my limits.

    00:00 - Introduction
    04:24 - Choosing Accounting as a College Major
    05:35 - Insights from Your First Accounting Internship Experience
    08:12 - Working at EY: Challenges and Opportunities
    10:31 - Audit vs. Tax: Which Path is Right for You?
    18:00 - The Most Valuable Lessons Learned at EY
    27:18 - Top Reasons for Leaving EY and Transitioning Careers
    29:07 - Adapting to Private Accounting After Public Accounting Experience

    This video is proudly sponsored by Chapman University's Argyros College of Business and Economics, located in beautiful sunny Southern California. Discover more and apply today at Chapman.edu/MSA.

    http://www.youtube.com/@CPACareerPaths

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    32 mins
  • Ep.56: Grow & Nurture Professional Networks
    Dec 9 2024

    Ep.56 Grow & Nurture Professional Networks

    00:00 How to Identify and Find Great Staff Members in Accounting
    08:21 Top Interview Questions to Uncover the Best Talent for Your Team
    21:04 The Importance and Value of Networking for CPAs and Professionals
    29:01 Breaking the Stereotype: CPAs Can Be Fun and Engaging
    33:01 Practical Tips and Advice for Young Accounting Professionals

    Markoff & Malatesta CPAs is a small CPA firm providing tax, client accounting services, and advisory services to their individual and business clients all over the country. Check out their website at Markoff.cpa to learn more about them and what they do for their clients.

    http://www.youtube.com/@CPACareerPaths

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    38 mins
  • Ep.55: Appreciation matters most during hardships
    Dec 2 2024

    Ep. 55 Appreciation matters most during hardships

    01:16 Top Strategies to Avoid Burnout in Accounting
    23:52 How to Measure Staff Efficiency Effectively
    34:16 Achieving Work-Life Balance in a CPA Career

    Markoff & Malatesta CPAs is a small CPA firm providing tax, client accounting services, and advisory services to their individual and business clients all over the country. Check out their website at Markoff.cpa to learn more about them and what they do for their clients.

    This video is proudly sponsored by Chapman University's Argyros College of Business and Economics, located in beautiful sunny Southern California. Discover more and apply today at Chapman.edu/MSA.


    http://www.youtube.com/@CPACareerPaths

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    38 mins
  • Ep.54: I know absolutely NOTHING.
    Nov 25 2024

    Ep.54: I know absolutely NOTHING.

    00:00 Introduction

    02:14 Difference Between a Tax Strategist and a Tax Preparer

    07:45 Choosing Accounting as a College Major: What Inspired You?

    16:16 First Job in Accounting: Insights from a Recent Graduate

    This video is proudly sponsored by Chapman University's Argyros College of Business and Economics, located in beautiful sunny Southern California. Discover more and apply today at Chapman.edu/MSA.

    Markoff & Malatesta CPAs is a small CPA firm providing tax, client accounting services, and advisory services to their individual and business clients all over the country. Check out their website at Markoff.cpa to learn more about them and what they do for their clients.

    http://www.youtube.com/@CPACareerPaths

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    26 mins
  • Ep.53: Happiness thrives beyond money’s role
    Nov 18 2024

    01:26 - Career Transition: Life After Deloitte
    09:59 - Key Skills for Aspiring Accountants: What Students Should Focus On
    14:28 - Supporting Students in the AI Era: Insights from a Professor
    16:25 - Essential Skills for Post-Graduation Success in Accounting
    24:25 - Balancing Ministry and Accounting: How They Shape Each Other
    26:48 - Hidden Hobbies: Surprising Interests Beyond Work
    29:07 - Final Tips and Advice for Young Accountants

    Check out Erick's Youtube: http://www.youtube.com/@ericko.bellcpa3486

    Check out Erick's Book: Living Healthy: Six Simple Strategies to Achieve a Healthy Life Spiritually, Physically, and Financially. (Link: https://www.amazon.com/Living-Healthy-strategies-spiritually-financially/dp/B09FC6G7ML)

    This episode is proudly sponsored by Chapman University's Argyros College of Business and Economics, located in beautiful sunny Southern California. Discover more and apply today at Chapman.edu/MSA.

    http://www.youtube.com/@CPACareerPaths

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    31 mins