Leaders of the Ledger Transistor (https://transistor.fm) https://feeds.transistor.fm/leaders-of-the-ledger Leaders of the Ledger from CPA Practice Advisor in partnership with Rightworks spotlights the people and ideas shaping the future of the accounting profession. Each episode host Rob Brown interviews influential firm leaders, innovators and rising stars to uncover how they are tackling today’s biggest challenges whether it is client advisory services, AI and technology, talent strategy or firm growth through M&A. Built on CPA Practice Advisor’s trusted recognition lists like the 40 Under 40 Influencers in Accounting and other collections of prominent professionals, this show goes beyond the headlines to share practical insights, personal stories and proven strategies from those moving the profession forward. If you are a firm owner, leader or ambitious professional who wants to stay ahead of the curve Leaders of the Ledger is your inside track to the conversations and connections that matter most in accounting. Subscribe now to hear from the voices redefining what it means to lead in the profession. © 2025 CPA Practice Advisor 6b47f73d-cedf-5adb-b57b-6caf65a053eb no en Mon, 15 Dec 2025 05:00:11 -0800 Mon, 15 Dec 2025 05:02:26 -0800 https://www.cpapracticeadvisor.com/ https://img.transistorcdn.com/7rnPKut_6C57ru9ZMFrcmzwjk21zfEhsYY1Bk1n7MmU/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8yNzI3/ZmYxZTcwY2JmN2Nj/MzI1MjFkNTk3ZWVh/ZDdlOS5wbmc.jpg Leaders of the Ledger https://www.cpapracticeadvisor.com/ episodic CPA Practice Advisor Leaders of the Ledger from CPA Practice Advisor in partnership with Rightworks spotlights the people and ideas shaping the future of the accounting profession. Each episode host Rob Brown interviews influential firm leaders, innovators and rising stars to uncover how they are tackling today’s biggest challenges whether it is client advisory services, AI and technology, talent strategy or firm growth through M&A. Built on CPA Practice Advisor’s trusted recognition lists like the 40 Under 40 Influencers in Accounting and other collections of prominent professionals, this show goes beyond the headlines to share practical insights, personal stories and proven strategies from those moving the profession forward. If you are a firm owner, leader or ambitious professional who wants to stay ahead of the curve Leaders of the Ledger is your inside track to the conversations and connections that matter most in accounting. Subscribe now to hear from the voices redefining what it means to lead in the profession. Leaders of the Ledger from CPA Practice Advisor in partnership with Rightworks spotlights the people and ideas shaping the future of the accounting profession. accounting, technology, firm, AI, accounting firm, client advisory services Rob Brown No No 5 Big Lessons from 40 Emerging Accounting Leaders | Rob Brown on Leaders of the Ledger 17 17 5 Big Lessons from 40 Emerging Accounting Leaders | Rob Brown on Leaders of the Ledger full 2470ad5e-7a61-4456-9db9-022c70116522 https://share.transistor.fm/s/20c48db8 In this season finale, host Rob Brown distills the most powerful insights from 14 standout accounting innovators featured in the CPA Practice Advisor 40 Under 40. Discover the 5 transformative themes that surfaced across every conversation: how influence begins with service, why your personal story is your greatest asset, what makes leadership truly human, why visibility carries responsibility, and how curiosity and adaptability are shaping the future of the profession.


Key Themes Covered:

  • Influence Begins With Service: Real influence starts with helping others. Anna Arazo talks about lifting people up and Mac Lillard shows how calm leadership builds trust.
  • Your Story Is Your Superpower: Every leader's influence starts with a personal story. Lexi Weber stopped waiting for permission, Zach Gordon encourages bold decisions, and Matt Tate shows how honesty breaks down barriers.
  • Leadership Is Human Before It Is Technical: Beyond technical excellence, people follow people. Catherine Houghton reflects on burnout, Taylor Hartman explains psychological safety, and Gohan Dimitrovich reframes accounting as a human helping profession.
  • Visibility Is Responsibility: Your voice matters. Caleb Jenkins shows how influence grows when you contribute with no expectation and Kendall King urges young leaders to act with conviction.
  • Curiosity and Adaptability Shape the Future: With the biggest transition since paper ledgers, adaptability wins. Rachel Farris champions curiosity and Matt Tate calls this the best time to be an accountant.

This wrap-up honors the rising leaders shaping the next chapter of accounting and highlights the mindset shifts needed to stay relevant, visible, and impactful in a changing profession.


About Leaders of the Ledger
Leaders of the Ledger is an ongoing podcast series spotlighting the innovators, firm leaders, and rising stars shaping the future of accounting with practical insights and proven strategies.

This podcast is produced and owned by CPA Practice Advisor. You can learn more about the podcast, episode recaps, and more at https://www.cpapracticeadvisor.com/podcasts/.


Follow CPA Practice Advisor on Social:

Twitter: https://x.com/cpapracadvisor

Facebook: https://www.facebook.com/cpapracticeadvisor

LinkedIn: https://www.linkedin.com/groups/3927201/

YouTube: https://www.youtube.com/@CPAPracticeAdvisor

]]> In this season finale, host Rob Brown distills the most powerful insights from 14 standout accounting innovators featured in the CPA Practice Advisor 40 Under 40. Discover the 5 transformative themes that surfaced across every conversation: how influence begins with service, why your personal story is your greatest asset, what makes leadership truly human, why visibility carries responsibility, and how curiosity and adaptability are shaping the future of the profession.


Key Themes Covered:

  • Influence Begins With Service: Real influence starts with helping others. Anna Arazo talks about lifting people up and Mac Lillard shows how calm leadership builds trust.
  • Your Story Is Your Superpower: Every leader's influence starts with a personal story. Lexi Weber stopped waiting for permission, Zach Gordon encourages bold decisions, and Matt Tate shows how honesty breaks down barriers.
  • Leadership Is Human Before It Is Technical: Beyond technical excellence, people follow people. Catherine Houghton reflects on burnout, Taylor Hartman explains psychological safety, and Gohan Dimitrovich reframes accounting as a human helping profession.
  • Visibility Is Responsibility: Your voice matters. Caleb Jenkins shows how influence grows when you contribute with no expectation and Kendall King urges young leaders to act with conviction.
  • Curiosity and Adaptability Shape the Future: With the biggest transition since paper ledgers, adaptability wins. Rachel Farris champions curiosity and Matt Tate calls this the best time to be an accountant.

This wrap-up honors the rising leaders shaping the next chapter of accounting and highlights the mindset shifts needed to stay relevant, visible, and impactful in a changing profession.


About Leaders of the Ledger
Leaders of the Ledger is an ongoing podcast series spotlighting the innovators, firm leaders, and rising stars shaping the future of accounting with practical insights and proven strategies.

This podcast is produced and owned by CPA Practice Advisor. You can learn more about the podcast, episode recaps, and more at https://www.cpapracticeadvisor.com/podcasts/.


Follow CPA Practice Advisor on Social:

Twitter: https://x.com/cpapracadvisor

Facebook: https://www.facebook.com/cpapracticeadvisor

LinkedIn: https://www.linkedin.com/groups/3927201/

YouTube: https://www.youtube.com/@CPAPracticeAdvisor

]]> Mon, 15 Dec 2025 05:00:00 -0800 CPA Practice Advisor CPA Practice Advisor 687 In this season finale, host Rob Brown distills the most powerful insights from 14 standout accounting innovators featured in the CPA Practice Advisor 40 Under 40. Discover the 5 transformative themes that surfaced across every conversation: how influence begins with service, why your personal story is your greatest asset, what makes leadership truly human, why visibility carries responsibility, and how curiosity and adaptability are shaping the future of the profession.


Key Themes Covered:

  • Influence Begins With Service: Real influence starts with helping others. Anna Arazo talks about lifting people up and Mac Lillard shows how calm leadership builds trust.
  • Your Story Is Your Superpower: Every leader's influence starts with a personal story. Lexi Weber stopped waiting for permission, Zach Gordon encourages bold decisions, and Matt Tate shows how honesty breaks down barriers.
  • Leadership Is Human Before It Is Technical: Beyond technical excellence, people follow people. Catherine Houghton reflects on burnout, Taylor Hartman explains psychological safety, and Gohan Dimitrovich reframes accounting as a human helping profession.
  • Visibility Is Responsibility: Your voice matters. Caleb Jenkins shows how influence grows when you contribute with no expectation and Kendall King urges young leaders to act with conviction.
  • Curiosity and Adaptability Shape the Future: With the biggest transition since paper ledgers, adaptability wins. Rachel Farris champions curiosity and Matt Tate calls this the best time to be an accountant.

This wrap-up honors the rising leaders shaping the next chapter of accounting and highlights the mindset shifts needed to stay relevant, visible, and impactful in a changing profession.


About Leaders of the Ledger
Leaders of the Ledger is an ongoing podcast series spotlighting the innovators, firm leaders, and rising stars shaping the future of accounting with practical insights and proven strategies.

This podcast is produced and owned by CPA Practice Advisor. You can learn more about the podcast, episode recaps, and more at https://www.cpapracticeadvisor.com/podcasts/.


Follow CPA Practice Advisor on Social:

Twitter: https://x.com/cpapracadvisor

Facebook: https://www.facebook.com/cpapracticeadvisor

LinkedIn: https://www.linkedin.com/groups/3927201/

YouTube: https://www.youtube.com/@CPAPracticeAdvisor

]]> accounting, technology, firm, AI, accounting firm, client advisory services No Leading Through Change: AI, Accountability, and Building Trust | Matt Tait on Leaders of the Ledger 16 16 Leading Through Change: AI, Accountability, and Building Trust | Matt Tait on Leaders of the Ledger full 70d51c61-673a-410b-8665-e2a06264348e https://share.transistor.fm/s/b590fbfb In this episode, Rob Brown sits down with Matt Tait, a recovering attorney turned entrepreneur who has built and scaled multiple companies, including Decimal. Matt shares how he accidentally became an accounting influencer, why honesty and transparency outperform perfection, and why leading through change matters now more than ever as accounting experiences its biggest transformation since the shift away from paper ledgers.


Matt discusses the realities of entrepreneurship, the shift from startup mode to company-building mode, and the accounting industry's resistance to change. Matt explains why adopting AI isn't optional anymore, sharing his belief that "if you think change is hard, try not changing." He also opens up about identity, authenticity, and building your voice online, even if you're an introvert or an employee, reminding listeners that "building trust and credibility is the one thing AI will never replace."


From the future of accounting firms to personal branding, this episode is packed with practical insights and no-nonsense truth about leading through change.

Key Topics Covered

  • Matt's journey from attorney to multi-company founder
  • Why vulnerability builds trust more than pretending to know everything
  • AI adoption and what happens to firms that ignore it
  • "Choose your hard" – a philosophy for leadership and growth
  • Building a personal brand authentically as an introvert

Who This Episode Is For

This episode is for accounting firm owners navigating transformation, young leaders in accounting and finance, professionals looking to grow their personal brand, entrepreneurs dealing with scaling challenges, and anyone curious about AI's real impact on the profession.


About Leaders of the Ledger
Leaders of the Ledger is an ongoing podcast series spotlighting the innovators, firm leaders, and rising stars shaping the future of accounting with practical insights and proven strategies.

This podcast is produced and owned by CPA Practice Advisor. You can learn more about the podcast, episode recaps, and more at https://www.cpapracticeadvisor.com/podcasts/.


Follow CPA Practice Advisor on Social:

Twitter: https://x.com/cpapracadvisor

Facebook: https://www.facebook.com/cpapracticeadvisor

LinkedIn: https://www.linkedin.com/groups/3927201/

YouTube: https://www.youtube.com/@CPAPracticeAdvisor

]]> In this episode, Rob Brown sits down with Matt Tait, a recovering attorney turned entrepreneur who has built and scaled multiple companies, including Decimal. Matt shares how he accidentally became an accounting influencer, why honesty and transparency outperform perfection, and why leading through change matters now more than ever as accounting experiences its biggest transformation since the shift away from paper ledgers.


Matt discusses the realities of entrepreneurship, the shift from startup mode to company-building mode, and the accounting industry's resistance to change. Matt explains why adopting AI isn't optional anymore, sharing his belief that "if you think change is hard, try not changing." He also opens up about identity, authenticity, and building your voice online, even if you're an introvert or an employee, reminding listeners that "building trust and credibility is the one thing AI will never replace."


From the future of accounting firms to personal branding, this episode is packed with practical insights and no-nonsense truth about leading through change.

Key Topics Covered

  • Matt's journey from attorney to multi-company founder
  • Why vulnerability builds trust more than pretending to know everything
  • AI adoption and what happens to firms that ignore it
  • "Choose your hard" – a philosophy for leadership and growth
  • Building a personal brand authentically as an introvert

Who This Episode Is For

This episode is for accounting firm owners navigating transformation, young leaders in accounting and finance, professionals looking to grow their personal brand, entrepreneurs dealing with scaling challenges, and anyone curious about AI's real impact on the profession.


About Leaders of the Ledger
Leaders of the Ledger is an ongoing podcast series spotlighting the innovators, firm leaders, and rising stars shaping the future of accounting with practical insights and proven strategies.

This podcast is produced and owned by CPA Practice Advisor. You can learn more about the podcast, episode recaps, and more at https://www.cpapracticeadvisor.com/podcasts/.


Follow CPA Practice Advisor on Social:

Twitter: https://x.com/cpapracadvisor

Facebook: https://www.facebook.com/cpapracticeadvisor

LinkedIn: https://www.linkedin.com/groups/3927201/

YouTube: https://www.youtube.com/@CPAPracticeAdvisor

]]> Mon, 08 Dec 2025 05:00:00 -0800 CPA Practice Advisor CPA Practice Advisor 1512 In this episode, Rob Brown sits down with Matt Tait, a recovering attorney turned entrepreneur who has built and scaled multiple companies, including Decimal. Matt shares how he accidentally became an accounting influencer, why honesty and transparency outperform perfection, and why leading through change matters now more than ever as accounting experiences its biggest transformation since the shift away from paper ledgers.


Matt discusses the realities of entrepreneurship, the shift from startup mode to company-building mode, and the accounting industry's resistance to change. Matt explains why adopting AI isn't optional anymore, sharing his belief that "if you think change is hard, try not changing." He also opens up about identity, authenticity, and building your voice online, even if you're an introvert or an employee, reminding listeners that "building trust and credibility is the one thing AI will never replace."


From the future of accounting firms to personal branding, this episode is packed with practical insights and no-nonsense truth about leading through change.

Key Topics Covered

  • Matt's journey from attorney to multi-company founder
  • Why vulnerability builds trust more than pretending to know everything
  • AI adoption and what happens to firms that ignore it
  • "Choose your hard" – a philosophy for leadership and growth
  • Building a personal brand authentically as an introvert

Who This Episode Is For

This episode is for accounting firm owners navigating transformation, young leaders in accounting and finance, professionals looking to grow their personal brand, entrepreneurs dealing with scaling challenges, and anyone curious about AI's real impact on the profession.


About Leaders of the Ledger
Leaders of the Ledger is an ongoing podcast series spotlighting the innovators, firm leaders, and rising stars shaping the future of accounting with practical insights and proven strategies.

This podcast is produced and owned by CPA Practice Advisor. You can learn more about the podcast, episode recaps, and more at https://www.cpapracticeadvisor.com/podcasts/.


Follow CPA Practice Advisor on Social:

Twitter: https://x.com/cpapracadvisor

Facebook: https://www.facebook.com/cpapracticeadvisor

LinkedIn: https://www.linkedin.com/groups/3927201/

YouTube: https://www.youtube.com/@CPAPracticeAdvisor

]]> accounting, technology, firm, AI, accounting firm, client advisory services No Remote Leadership & the Future of CAS | Arna Erazo on Leaders of the Ledger 15 15 Remote Leadership & the Future of CAS | Arna Erazo on Leaders of the Ledger full 54dc110b-b2fc-4def-9a8c-f9952a32a04e https://share.transistor.fm/s/7efcee9f In this episode, Rob Brown sits down with Arna Erazo, a rising leader in Client Accounting Services. She built a thriving outsourced accounting practice at GHJ from scratch while working remotely from Oklahoma.

Arna shares her journey from Big Four audit to industry to advisory. She opens up about balancing motherhood and leadership. She discusses scaling her practice from four clients to over 100. Her team grew from one to 12 members across the country.


This conversation covers people-first leadership, building culture in remote teams, and why CAS is accounting's fastest-growing service line. Arna breaks down what CAS 3.0 looks like. She explains how firms can leverage AI and technology to elevate the profession.

She also discusses personal branding, writing thought leadership, and how both introverts and extroverts can become influential in their own ways.


Key Topics Covered:

  • Scaling a remote outsourced accounting practice from the ground up
  • Building firm culture and connection across distributed teams
  • Balancing motherhood with demanding leadership roles
  • People-first approach to team building and client relationships
  • Why CAS is the fastest-growing accounting service line
  • Leveraging AI and technology for accounting's future
  • Writing and personal branding done intentionally
  • Mentorship, coaching, and supporting the next generation

This episode is packed with practical wisdom for anyone building teams, leading remotely, or shaping the future of accounting.


Leaders of the Ledger is an ongoing podcast series spotlighting the innovators, firm leaders, and rising stars shaping the future of accounting with practical insights and proven strategies.


Follow CPA Practice Advisor on Social:

Twitter: https://x.com/cpapracadvisor

Facebook: https://www.facebook.com/cpapracticeadvisor

LinkedIn: https://www.linkedin.com/groups/3927201/

YouTube: https://www.youtube.com/@CPAPracticeAdvisor


Leaders of the Ledger is produced and owned by CPA Practice Advisor. You can learn more about the podcast, episode recaps, and more at https://www.cpapracticeadvisor.com/podcasts/.

]]> In this episode, Rob Brown sits down with Arna Erazo, a rising leader in Client Accounting Services. She built a thriving outsourced accounting practice at GHJ from scratch while working remotely from Oklahoma.

Arna shares her journey from Big Four audit to industry to advisory. She opens up about balancing motherhood and leadership. She discusses scaling her practice from four clients to over 100. Her team grew from one to 12 members across the country.


This conversation covers people-first leadership, building culture in remote teams, and why CAS is accounting's fastest-growing service line. Arna breaks down what CAS 3.0 looks like. She explains how firms can leverage AI and technology to elevate the profession.

She also discusses personal branding, writing thought leadership, and how both introverts and extroverts can become influential in their own ways.


Key Topics Covered:

  • Scaling a remote outsourced accounting practice from the ground up
  • Building firm culture and connection across distributed teams
  • Balancing motherhood with demanding leadership roles
  • People-first approach to team building and client relationships
  • Why CAS is the fastest-growing accounting service line
  • Leveraging AI and technology for accounting's future
  • Writing and personal branding done intentionally
  • Mentorship, coaching, and supporting the next generation

This episode is packed with practical wisdom for anyone building teams, leading remotely, or shaping the future of accounting.


Leaders of the Ledger is an ongoing podcast series spotlighting the innovators, firm leaders, and rising stars shaping the future of accounting with practical insights and proven strategies.


Follow CPA Practice Advisor on Social:

Twitter: https://x.com/cpapracadvisor

Facebook: https://www.facebook.com/cpapracticeadvisor

LinkedIn: https://www.linkedin.com/groups/3927201/

YouTube: https://www.youtube.com/@CPAPracticeAdvisor


Leaders of the Ledger is produced and owned by CPA Practice Advisor. You can learn more about the podcast, episode recaps, and more at https://www.cpapracticeadvisor.com/podcasts/.

]]> Mon, 01 Dec 2025 07:11:35 -0800 CPA Practice Advisor CPA Practice Advisor 1363 In this episode, Rob Brown sits down with Arna Erazo, a rising leader in Client Accounting Services. She built a thriving outsourced accounting practice at GHJ from scratch while working remotely from Oklahoma.

Arna shares her journey from Big Four audit to industry to advisory. She opens up about balancing motherhood and leadership. She discusses scaling her practice from four clients to over 100. Her team grew from one to 12 members across the country.


This conversation covers people-first leadership, building culture in remote teams, and why CAS is accounting's fastest-growing service line. Arna breaks down what CAS 3.0 looks like. She explains how firms can leverage AI and technology to elevate the profession.

She also discusses personal branding, writing thought leadership, and how both introverts and extroverts can become influential in their own ways.


Key Topics Covered:

  • Scaling a remote outsourced accounting practice from the ground up
  • Building firm culture and connection across distributed teams
  • Balancing motherhood with demanding leadership roles
  • People-first approach to team building and client relationships
  • Why CAS is the fastest-growing accounting service line
  • Leveraging AI and technology for accounting's future
  • Writing and personal branding done intentionally
  • Mentorship, coaching, and supporting the next generation

This episode is packed with practical wisdom for anyone building teams, leading remotely, or shaping the future of accounting.


Leaders of the Ledger is an ongoing podcast series spotlighting the innovators, firm leaders, and rising stars shaping the future of accounting with practical insights and proven strategies.


Follow CPA Practice Advisor on Social:

Twitter: https://x.com/cpapracadvisor

Facebook: https://www.facebook.com/cpapracticeadvisor

LinkedIn: https://www.linkedin.com/groups/3927201/

YouTube: https://www.youtube.com/@CPAPracticeAdvisor


Leaders of the Ledger is produced and owned by CPA Practice Advisor. You can learn more about the podcast, episode recaps, and more at https://www.cpapracticeadvisor.com/podcasts/.

]]> accounting, technology, firm, AI, accounting firm, client advisory services No Authenticity and Scaling a CAS Firm | Tailor Hartman on Leaders of the Ledger 14 14 Authenticity and Scaling a CAS Firm | Tailor Hartman on Leaders of the Ledger full 28b3f122-58ac-438f-9f11-104a9313f37a https://share.transistor.fm/s/0abe5a81 Rob Brown sits down with Tailor Hartman, founder of Celerity, to unpack his journey from burnout and rigid corporate structures to becoming one of the most authentic voices in accounting. Tailor shares how he built a thriving CAS firm, why vulnerability online works, and what accountants must do to stay relevant in an AI-driven world.

Tailor opens up about his leap from BDO and private accounting to starting Celerity, where he earned $200K in his first year working just 20 hours a week. He discusses why authenticity beats polished, AI-written posts, and how loneliness and mental health challenges shaped his early founder journey. Community connections became his lifeline and referral pipeline.

Key topics covered:

  • The power of niches: specializing in QuickBooks Online and NetSuite for sustainable growth
  • Why accountants must post online even when engagement feels low
  • How AI is making soft skills and personal brand the number one differentiator
  • Practical advice for leaving your job to start a firm on your own terms


This episode offers powerful insights for accountants, creators, and firm owners who want to grow their influence and build a business while staying true to themselves.

Follow CPA Practice Advisor on Social:
Twitter: https://x.com/cpapracadvisor
Facebook: https://www.facebook.com/cpapracticeadvisor
LinkedIn: https://www.linkedin.com/groups/3927201/
YouTube: https://www.youtube.com/@CPAPracticeAdvisor

This is an ongoing podcast series spotlighting the innovators, firm leaders, and rising stars shaping the future of accounting with practical insights and proven strategies.

Leaders of the Ledger is produced and owned by CPA Practice Advisor. You can learn more about the podcast, episode recaps, and more at https://www.cpapracticeadvisor.com/podcasts/.

]]> Rob Brown sits down with Tailor Hartman, founder of Celerity, to unpack his journey from burnout and rigid corporate structures to becoming one of the most authentic voices in accounting. Tailor shares how he built a thriving CAS firm, why vulnerability online works, and what accountants must do to stay relevant in an AI-driven world.

Tailor opens up about his leap from BDO and private accounting to starting Celerity, where he earned $200K in his first year working just 20 hours a week. He discusses why authenticity beats polished, AI-written posts, and how loneliness and mental health challenges shaped his early founder journey. Community connections became his lifeline and referral pipeline.

Key topics covered:

  • The power of niches: specializing in QuickBooks Online and NetSuite for sustainable growth
  • Why accountants must post online even when engagement feels low
  • How AI is making soft skills and personal brand the number one differentiator
  • Practical advice for leaving your job to start a firm on your own terms


This episode offers powerful insights for accountants, creators, and firm owners who want to grow their influence and build a business while staying true to themselves.

Follow CPA Practice Advisor on Social:
Twitter: https://x.com/cpapracadvisor
Facebook: https://www.facebook.com/cpapracticeadvisor
LinkedIn: https://www.linkedin.com/groups/3927201/
YouTube: https://www.youtube.com/@CPAPracticeAdvisor

This is an ongoing podcast series spotlighting the innovators, firm leaders, and rising stars shaping the future of accounting with practical insights and proven strategies.

Leaders of the Ledger is produced and owned by CPA Practice Advisor. You can learn more about the podcast, episode recaps, and more at https://www.cpapracticeadvisor.com/podcasts/.

]]> Mon, 24 Nov 2025 01:29:00 -0800 CPA Practice Advisor CPA Practice Advisor 1483 Rob Brown sits down with Tailor Hartman, founder of Celerity, to unpack his journey from burnout and rigid corporate structures to becoming one of the most authentic voices in accounting. Tailor shares how he built a thriving CAS firm, why vulnerability online works, and what accountants must do to stay relevant in an AI-driven world.

Tailor opens up about his leap from BDO and private accounting to starting Celerity, where he earned $200K in his first year working just 20 hours a week. He discusses why authenticity beats polished, AI-written posts, and how loneliness and mental health challenges shaped his early founder journey. Community connections became his lifeline and referral pipeline.

Key topics covered:

  • The power of niches: specializing in QuickBooks Online and NetSuite for sustainable growth
  • Why accountants must post online even when engagement feels low
  • How AI is making soft skills and personal brand the number one differentiator
  • Practical advice for leaving your job to start a firm on your own terms


This episode offers powerful insights for accountants, creators, and firm owners who want to grow their influence and build a business while staying true to themselves.

Follow CPA Practice Advisor on Social:
Twitter: https://x.com/cpapracadvisor
Facebook: https://www.facebook.com/cpapracticeadvisor
LinkedIn: https://www.linkedin.com/groups/3927201/
YouTube: https://www.youtube.com/@CPAPracticeAdvisor

This is an ongoing podcast series spotlighting the innovators, firm leaders, and rising stars shaping the future of accounting with practical insights and proven strategies.

Leaders of the Ledger is produced and owned by CPA Practice Advisor. You can learn more about the podcast, episode recaps, and more at https://www.cpapracticeadvisor.com/podcasts/.

]]> accounting, technology, firm, AI, accounting firm, client advisory services No The Future of Accounting Leadership: Next-Gen Perspectives | Lexi Weber on Leaders of the Ledger 13 13 The Future of Accounting Leadership: Next-Gen Perspectives | Lexi Weber on Leaders of the Ledger full 573df7ed-e28b-4134-be03-6c02027ace76 https://share.transistor.fm/s/33592234 Lexi Weber, Senior Manager of Emerging Professionals Initiatives at AICPA and CIMA, joins Rob Brown for a powerful conversation about the future of the accounting profession. As one of the profession's rising voices and influencers, Lexi brings a unique perspective on what's working, what's broken, and what needs to change as accounting undergoes its biggest transformation in decades.

Growing up in an accounting family, Lexi's path into the profession was shaped by mentors, early classroom experiences, and a deep passion for leadership development. Now working at the heart of the AICPA's emerging professional initiatives, she's helping to bridge the gap between what firms need and what the next generation of talent actually wants—flexibility, leadership opportunities, meaningful work, and a more human profession.

In this episode, Lexi and Rob explore:

  • Why the pipeline problem starts in high school—and what firms can do about it
  • How AI is removing busywork while increasing demand for strategic, trusted advisors
  • The AICPA's Rise 2040 project and the major trends shaping accounting's next 15 years
  • Private equity's growing influence on firm ownership, leadership, and culture
  • The urgent need for succession planning as Baby Boomers retire
  • How authenticity and personal branding can attract talent and humanize the profession

Whether you're a firm leader, HR professional, young accountant, or student exploring the profession, this episode offers a roadmap for navigating change and building a stronger, more sustainable future for accounting.


Leaders of the Ledger is produced and owned by CPA Practice Advisor. You can learn more about the podcast, episode recaps, and more at https://www.cpapracticeadvisor.com/podcasts/.


Follow CPA Practice Advisor on Social:

Twitter: https://x.com/cpapracadvisor

Facebook: https://www.facebook.com/cpapracticeadvisor

LinkedIn: https://www.linkedin.com/groups/3927201/

YouTube: https://www.youtube.com/@CPAPracticeAdvisor


Leaders of the Ledger is an ongoing podcast series spotlighting the innovators, firm leaders, and rising stars shaping the future of accounting with practical insights and proven strategies.

]]> Lexi Weber, Senior Manager of Emerging Professionals Initiatives at AICPA and CIMA, joins Rob Brown for a powerful conversation about the future of the accounting profession. As one of the profession's rising voices and influencers, Lexi brings a unique perspective on what's working, what's broken, and what needs to change as accounting undergoes its biggest transformation in decades.

Growing up in an accounting family, Lexi's path into the profession was shaped by mentors, early classroom experiences, and a deep passion for leadership development. Now working at the heart of the AICPA's emerging professional initiatives, she's helping to bridge the gap between what firms need and what the next generation of talent actually wants—flexibility, leadership opportunities, meaningful work, and a more human profession.

In this episode, Lexi and Rob explore:

  • Why the pipeline problem starts in high school—and what firms can do about it
  • How AI is removing busywork while increasing demand for strategic, trusted advisors
  • The AICPA's Rise 2040 project and the major trends shaping accounting's next 15 years
  • Private equity's growing influence on firm ownership, leadership, and culture
  • The urgent need for succession planning as Baby Boomers retire
  • How authenticity and personal branding can attract talent and humanize the profession

Whether you're a firm leader, HR professional, young accountant, or student exploring the profession, this episode offers a roadmap for navigating change and building a stronger, more sustainable future for accounting.


Leaders of the Ledger is produced and owned by CPA Practice Advisor. You can learn more about the podcast, episode recaps, and more at https://www.cpapracticeadvisor.com/podcasts/.


Follow CPA Practice Advisor on Social:

Twitter: https://x.com/cpapracadvisor

Facebook: https://www.facebook.com/cpapracticeadvisor

LinkedIn: https://www.linkedin.com/groups/3927201/

YouTube: https://www.youtube.com/@CPAPracticeAdvisor


Leaders of the Ledger is an ongoing podcast series spotlighting the innovators, firm leaders, and rising stars shaping the future of accounting with practical insights and proven strategies.

]]> Mon, 17 Nov 2025 13:16:50 -0800 CPA Practice Advisor CPA Practice Advisor 1761 Lexi Weber, Senior Manager of Emerging Professionals Initiatives at AICPA and CIMA, joins Rob Brown for a powerful conversation about the future of the accounting profession. As one of the profession's rising voices and influencers, Lexi brings a unique perspective on what's working, what's broken, and what needs to change as accounting undergoes its biggest transformation in decades.

Growing up in an accounting family, Lexi's path into the profession was shaped by mentors, early classroom experiences, and a deep passion for leadership development. Now working at the heart of the AICPA's emerging professional initiatives, she's helping to bridge the gap between what firms need and what the next generation of talent actually wants—flexibility, leadership opportunities, meaningful work, and a more human profession.

In this episode, Lexi and Rob explore:

  • Why the pipeline problem starts in high school—and what firms can do about it
  • How AI is removing busywork while increasing demand for strategic, trusted advisors
  • The AICPA's Rise 2040 project and the major trends shaping accounting's next 15 years
  • Private equity's growing influence on firm ownership, leadership, and culture
  • The urgent need for succession planning as Baby Boomers retire
  • How authenticity and personal branding can attract talent and humanize the profession

Whether you're a firm leader, HR professional, young accountant, or student exploring the profession, this episode offers a roadmap for navigating change and building a stronger, more sustainable future for accounting.


Leaders of the Ledger is produced and owned by CPA Practice Advisor. You can learn more about the podcast, episode recaps, and more at https://www.cpapracticeadvisor.com/podcasts/.


Follow CPA Practice Advisor on Social:

Twitter: https://x.com/cpapracadvisor

Facebook: https://www.facebook.com/cpapracticeadvisor

LinkedIn: https://www.linkedin.com/groups/3927201/

YouTube: https://www.youtube.com/@CPAPracticeAdvisor


Leaders of the Ledger is an ongoing podcast series spotlighting the innovators, firm leaders, and rising stars shaping the future of accounting with practical insights and proven strategies.

]]> accounting, technology, firm, AI, accounting firm, client advisory services No Building Influence in Accounting: AI, Personal Brand & Entrepreneurial Growth | John Malone on Leaders of the Ledger 12 12 Building Influence in Accounting: AI, Personal Brand & Entrepreneurial Growth | John Malone on Leaders of the Ledger full 1d03f42a-8eb6-4867-b26f-c8ec9afb4e70 https://share.transistor.fm/s/b0618227 In this episode of Leaders of the Ledger, host Rob Brown sits down with John Malone—an attorney-turned-accounting firm owner who’s redefining what it means to lead in the modern accounting world.


John shares how he built a $4M firm without being a CPA, why personal branding is no longer optional, and how embracing AI is transforming how firms serve clients. From football fields to boardrooms, John brings a refreshing, entrepreneurial energy to an industry that’s rapidly evolving.

What You’ll Hear:
✅ Building a thriving accounting firm as a non-CPA
✅ Why accountants must step outside their comfort zone to build visibility
✅ How AI can boost client service and firm efficiency
✅ The power of personal brand in attracting both talent and clients
✅ Embracing change and staying ahead of industry shifts


A must-listen for firm leaders, accountants, and ambitious professionals who want to stay relevant and influential in a fast-changing profession.

Leaders of the Ledger spotlights innovators, firm leaders, and rising stars shaping accounting's future with practical insights and proven strategies. The podcast is produced and owned by CPA Practice Advisor. 

Learn more about episodes and recaps at https://www.cpapracticeadvisor.com/podcasts/.

Follow CPA Practice Advisor on Social:
Twitter: https://x.com/cpapracadvisor
Facebook: https://www.facebook.com/cpapracticeadvisor
LinkedIn: https://www.linkedin.com/groups/3927201/
YouTube: https://www.youtube.com/@CPAPracticeAdvisor

]]> In this episode of Leaders of the Ledger, host Rob Brown sits down with John Malone—an attorney-turned-accounting firm owner who’s redefining what it means to lead in the modern accounting world.


John shares how he built a $4M firm without being a CPA, why personal branding is no longer optional, and how embracing AI is transforming how firms serve clients. From football fields to boardrooms, John brings a refreshing, entrepreneurial energy to an industry that’s rapidly evolving.

What You’ll Hear:
✅ Building a thriving accounting firm as a non-CPA
✅ Why accountants must step outside their comfort zone to build visibility
✅ How AI can boost client service and firm efficiency
✅ The power of personal brand in attracting both talent and clients
✅ Embracing change and staying ahead of industry shifts


A must-listen for firm leaders, accountants, and ambitious professionals who want to stay relevant and influential in a fast-changing profession.

Leaders of the Ledger spotlights innovators, firm leaders, and rising stars shaping accounting's future with practical insights and proven strategies. The podcast is produced and owned by CPA Practice Advisor. 

Learn more about episodes and recaps at https://www.cpapracticeadvisor.com/podcasts/.

Follow CPA Practice Advisor on Social:
Twitter: https://x.com/cpapracadvisor
Facebook: https://www.facebook.com/cpapracticeadvisor
LinkedIn: https://www.linkedin.com/groups/3927201/
YouTube: https://www.youtube.com/@CPAPracticeAdvisor

]]> Mon, 10 Nov 2025 08:00:00 -0800 CPA Practice Advisor CPA Practice Advisor 1555 In this episode of Leaders of the Ledger, host Rob Brown sits down with John Malone—an attorney-turned-accounting firm owner who’s redefining what it means to lead in the modern accounting world.


John shares how he built a $4M firm without being a CPA, why personal branding is no longer optional, and how embracing AI is transforming how firms serve clients. From football fields to boardrooms, John brings a refreshing, entrepreneurial energy to an industry that’s rapidly evolving.

What You’ll Hear:
✅ Building a thriving accounting firm as a non-CPA
✅ Why accountants must step outside their comfort zone to build visibility
✅ How AI can boost client service and firm efficiency
✅ The power of personal brand in attracting both talent and clients
✅ Embracing change and staying ahead of industry shifts


A must-listen for firm leaders, accountants, and ambitious professionals who want to stay relevant and influential in a fast-changing profession.

Leaders of the Ledger spotlights innovators, firm leaders, and rising stars shaping accounting's future with practical insights and proven strategies. The podcast is produced and owned by CPA Practice Advisor. 

Learn more about episodes and recaps at https://www.cpapracticeadvisor.com/podcasts/.

Follow CPA Practice Advisor on Social:
Twitter: https://x.com/cpapracadvisor
Facebook: https://www.facebook.com/cpapracticeadvisor
LinkedIn: https://www.linkedin.com/groups/3927201/
YouTube: https://www.youtube.com/@CPAPracticeAdvisor

]]> accounting, technology, firm, AI, accounting firm, client advisory services No The New Age CPA: AI, Influence & Entrepreneurship | Zach Gordon on Leaders of the Ledger 11 11 The New Age CPA: AI, Influence & Entrepreneurship | Zach Gordon on Leaders of the Ledger full 0873a896-f7fc-4ebb-9bbf-31e8c25cd8e5 https://share.transistor.fm/s/af77897d In this episode of Leaders of the Ledger, host Rob Brown sits down with Zach Gordon—CPA, entrepreneur, and thought leader reshaping what it means to lead in accounting.

Zach shares his unconventional journey through big firms, startups, and now running his own practice—all while helping modernize the profession’s reputation. From AI and automation to advising in emerging industries like cannabis and crypto, Zach is part of the new wave of CPAs redefining influence, innovation, and impact.

He opens up about:
✅ Why accounting’s brand problem needs urgent fixing
✅ How AI and automation are transforming firm work
✅ Why the next generation of CPAs must think like entrepreneurs
✅ The skills accountants must develop to stay relevant
✅ His mission to make accounting exciting again

A must-listen for firm leaders, partners, and ambitious accountants ready to embrace the future of the profession.

Leaders of the Ledger spotlights innovators, firm leaders, and rising stars shaping accounting's future with practical insights and proven strategies. The podcast is produced and owned by CPA Practice Advisor. 

Learn more about episodes and recaps at https://www.cpapracticeadvisor.com/podcasts/.

Follow CPA Practice Advisor on Social:
Twitter: https://x.com/cpapracadvisor
Facebook: https://www.facebook.com/cpapracticeadvisor
LinkedIn: https://www.linkedin.com/groups/3927201/
YouTube: https://www.youtube.com/@CPAPracticeAdvisor

]]> In this episode of Leaders of the Ledger, host Rob Brown sits down with Zach Gordon—CPA, entrepreneur, and thought leader reshaping what it means to lead in accounting.

Zach shares his unconventional journey through big firms, startups, and now running his own practice—all while helping modernize the profession’s reputation. From AI and automation to advising in emerging industries like cannabis and crypto, Zach is part of the new wave of CPAs redefining influence, innovation, and impact.

He opens up about:
✅ Why accounting’s brand problem needs urgent fixing
✅ How AI and automation are transforming firm work
✅ Why the next generation of CPAs must think like entrepreneurs
✅ The skills accountants must develop to stay relevant
✅ His mission to make accounting exciting again

A must-listen for firm leaders, partners, and ambitious accountants ready to embrace the future of the profession.

Leaders of the Ledger spotlights innovators, firm leaders, and rising stars shaping accounting's future with practical insights and proven strategies. The podcast is produced and owned by CPA Practice Advisor. 

Learn more about episodes and recaps at https://www.cpapracticeadvisor.com/podcasts/.

Follow CPA Practice Advisor on Social:
Twitter: https://x.com/cpapracadvisor
Facebook: https://www.facebook.com/cpapracticeadvisor
LinkedIn: https://www.linkedin.com/groups/3927201/
YouTube: https://www.youtube.com/@CPAPracticeAdvisor

]]> Mon, 03 Nov 2025 08:30:00 -0800 CPA Practice Advisor CPA Practice Advisor 1314 In this episode of Leaders of the Ledger, host Rob Brown sits down with Zach Gordon—CPA, entrepreneur, and thought leader reshaping what it means to lead in accounting.

Zach shares his unconventional journey through big firms, startups, and now running his own practice—all while helping modernize the profession’s reputation. From AI and automation to advising in emerging industries like cannabis and crypto, Zach is part of the new wave of CPAs redefining influence, innovation, and impact.

He opens up about:
✅ Why accounting’s brand problem needs urgent fixing
✅ How AI and automation are transforming firm work
✅ Why the next generation of CPAs must think like entrepreneurs
✅ The skills accountants must develop to stay relevant
✅ His mission to make accounting exciting again

A must-listen for firm leaders, partners, and ambitious accountants ready to embrace the future of the profession.

Leaders of the Ledger spotlights innovators, firm leaders, and rising stars shaping accounting's future with practical insights and proven strategies. The podcast is produced and owned by CPA Practice Advisor. 

Learn more about episodes and recaps at https://www.cpapracticeadvisor.com/podcasts/.

Follow CPA Practice Advisor on Social:
Twitter: https://x.com/cpapracadvisor
Facebook: https://www.facebook.com/cpapracticeadvisor
LinkedIn: https://www.linkedin.com/groups/3927201/
YouTube: https://www.youtube.com/@CPAPracticeAdvisor

]]> accounting, technology, firm, AI, accounting firm, client advisory services No The Future CPA: A Global Journey to Influence and Impact | Victor Garrido on Leaders of the Ledger 10 10 The Future CPA: A Global Journey to Influence and Impact | Victor Garrido on Leaders of the Ledger full 9afadde8-d630-4c62-ae4b-aecfbf033ad0 https://share.transistor.fm/s/d78c6448 In this episode of Leaders of the Ledger, host Rob Brown sits down with Victor Garrido, Managing Member of GG CPA Services and a passionate advocate for the accounting profession's evolution. Victor's story takes us from Madrid to Milan to New York, where he built a career spanning Big Four experience and small-business leadership. Today, he's not just a CPA — he's a commissioner on the Philadelphia Tax Reform Commission, an advocate for the Hispanic business community, and a mentor pushing accounting into a more modern, human, and influential era.

What You'll Hear:

  • Victor's journey from Spain to the U.S. accounting scene.
  • How accountants can influence communities beyond tax and audit.
  • Why it's time to fix accounting's brand problem.
  • How joining boards and organizations can elevate your career.
  • The two most important skills accountants need to stay relevant.
  • Why mentorship, curiosity, and technology are the future of accounting.
  • The truth about AI — and why human connection still matters most.

Leaders of the Ledger spotlights innovators, firm leaders, and rising stars shaping accounting's future with practical insights and proven strategies. The podcast is produced and owned by CPA Practice Advisor. Learn more about episodes and recaps at https://www.cpapracticeadvisor.com/podcasts/.

Follow CPA Practice Advisor on Social:
Twitter: https://x.com/cpapracadvisor
Facebook: https://www.facebook.com/cpapracticeadvisor
LinkedIn: https://www.linkedin.com/groups/3927201/
YouTube: https://www.youtube.com/@CPAPracticeAdvisor

]]> In this episode of Leaders of the Ledger, host Rob Brown sits down with Victor Garrido, Managing Member of GG CPA Services and a passionate advocate for the accounting profession's evolution. Victor's story takes us from Madrid to Milan to New York, where he built a career spanning Big Four experience and small-business leadership. Today, he's not just a CPA — he's a commissioner on the Philadelphia Tax Reform Commission, an advocate for the Hispanic business community, and a mentor pushing accounting into a more modern, human, and influential era.

What You'll Hear:

  • Victor's journey from Spain to the U.S. accounting scene.
  • How accountants can influence communities beyond tax and audit.
  • Why it's time to fix accounting's brand problem.
  • How joining boards and organizations can elevate your career.
  • The two most important skills accountants need to stay relevant.
  • Why mentorship, curiosity, and technology are the future of accounting.
  • The truth about AI — and why human connection still matters most.

Leaders of the Ledger spotlights innovators, firm leaders, and rising stars shaping accounting's future with practical insights and proven strategies. The podcast is produced and owned by CPA Practice Advisor. Learn more about episodes and recaps at https://www.cpapracticeadvisor.com/podcasts/.

Follow CPA Practice Advisor on Social:
Twitter: https://x.com/cpapracadvisor
Facebook: https://www.facebook.com/cpapracticeadvisor
LinkedIn: https://www.linkedin.com/groups/3927201/
YouTube: https://www.youtube.com/@CPAPracticeAdvisor

]]> Tue, 28 Oct 2025 10:14:07 -0700 CPA Practice Advisor CPA Practice Advisor 1037 In this episode of Leaders of the Ledger, host Rob Brown sits down with Victor Garrido, Managing Member of GG CPA Services and a passionate advocate for the accounting profession's evolution. Victor's story takes us from Madrid to Milan to New York, where he built a career spanning Big Four experience and small-business leadership. Today, he's not just a CPA — he's a commissioner on the Philadelphia Tax Reform Commission, an advocate for the Hispanic business community, and a mentor pushing accounting into a more modern, human, and influential era.

What You'll Hear:

  • Victor's journey from Spain to the U.S. accounting scene.
  • How accountants can influence communities beyond tax and audit.
  • Why it's time to fix accounting's brand problem.
  • How joining boards and organizations can elevate your career.
  • The two most important skills accountants need to stay relevant.
  • Why mentorship, curiosity, and technology are the future of accounting.
  • The truth about AI — and why human connection still matters most.

Leaders of the Ledger spotlights innovators, firm leaders, and rising stars shaping accounting's future with practical insights and proven strategies. The podcast is produced and owned by CPA Practice Advisor. Learn more about episodes and recaps at https://www.cpapracticeadvisor.com/podcasts/.

Follow CPA Practice Advisor on Social:
Twitter: https://x.com/cpapracadvisor
Facebook: https://www.facebook.com/cpapracticeadvisor
LinkedIn: https://www.linkedin.com/groups/3927201/
YouTube: https://www.youtube.com/@CPAPracticeAdvisor

]]> accounting, technology, firm, AI, accounting firm, client advisory services No From Receptionist to CEO: Redefining Accounting Leadership | Tim Petrey on Leaders of the Ledger 9 9 From Receptionist to CEO: Redefining Accounting Leadership | Tim Petrey on Leaders of the Ledger full 9f42604e-6027-419c-b1d3-aaf1ab1825a5 https://share.transistor.fm/s/12d057b7 In this episode of Leaders of the Ledger, host Rob Brown sits down with Tim Petrey, CEO of HD Davis CPAs and one of the founding partners at Ascend, a private equity–backed platform transforming regional accounting firms across the U.S.

Tim’s journey from answering phones at a small firm to leading an $8 million practice is nothing short of inspiring. He opens up about mentorship, overcoming complacency in the industry, and how accountants can find purpose, fulfillment, and impact in their careers.

What You’ll Hear:

  • How Tim went from receptionist to managing partner at 25
  • The power of mentorship and why it changed everything for him
  • Why accounting needs a brand makeover
  • How AI, technology, and generational shifts are reshaping the CPA world
  • What “influence” really means in the accounting space
  • Tim’s advice for young accountants and firm leaders: “Embrace the change and keep an open mind.”

Leaders of the Ledger spotlights innovators, firm leaders, and rising stars shaping accounting's future with practical insights and proven strategies. The podcast is produced and owned by CPA Practice Advisor. Learn more about episodes and recaps at https://www.cpapracticeadvisor.com/podcasts/.

Follow CPA Practice Advisor on Social:
Twitter: https://x.com/cpapracadvisor
Facebook: https://www.facebook.com/cpapracticeadvisor
LinkedIn: https://www.linkedin.com/groups/3927201/
YouTube: https://www.youtube.com/@CPAPracticeAdvisor

]]> In this episode of Leaders of the Ledger, host Rob Brown sits down with Tim Petrey, CEO of HD Davis CPAs and one of the founding partners at Ascend, a private equity–backed platform transforming regional accounting firms across the U.S.

Tim’s journey from answering phones at a small firm to leading an $8 million practice is nothing short of inspiring. He opens up about mentorship, overcoming complacency in the industry, and how accountants can find purpose, fulfillment, and impact in their careers.

What You’ll Hear:

  • How Tim went from receptionist to managing partner at 25
  • The power of mentorship and why it changed everything for him
  • Why accounting needs a brand makeover
  • How AI, technology, and generational shifts are reshaping the CPA world
  • What “influence” really means in the accounting space
  • Tim’s advice for young accountants and firm leaders: “Embrace the change and keep an open mind.”

Leaders of the Ledger spotlights innovators, firm leaders, and rising stars shaping accounting's future with practical insights and proven strategies. The podcast is produced and owned by CPA Practice Advisor. Learn more about episodes and recaps at https://www.cpapracticeadvisor.com/podcasts/.

Follow CPA Practice Advisor on Social:
Twitter: https://x.com/cpapracadvisor
Facebook: https://www.facebook.com/cpapracticeadvisor
LinkedIn: https://www.linkedin.com/groups/3927201/
YouTube: https://www.youtube.com/@CPAPracticeAdvisor

]]> Mon, 20 Oct 2025 13:30:20 -0700 CPA Practice Advisor CPA Practice Advisor 1178 In this episode of Leaders of the Ledger, host Rob Brown sits down with Tim Petrey, CEO of HD Davis CPAs and one of the founding partners at Ascend, a private equity–backed platform transforming regional accounting firms across the U.S.

Tim’s journey from answering phones at a small firm to leading an $8 million practice is nothing short of inspiring. He opens up about mentorship, overcoming complacency in the industry, and how accountants can find purpose, fulfillment, and impact in their careers.

What You’ll Hear:

  • How Tim went from receptionist to managing partner at 25
  • The power of mentorship and why it changed everything for him
  • Why accounting needs a brand makeover
  • How AI, technology, and generational shifts are reshaping the CPA world
  • What “influence” really means in the accounting space
  • Tim’s advice for young accountants and firm leaders: “Embrace the change and keep an open mind.”

Leaders of the Ledger spotlights innovators, firm leaders, and rising stars shaping accounting's future with practical insights and proven strategies. The podcast is produced and owned by CPA Practice Advisor. Learn more about episodes and recaps at https://www.cpapracticeadvisor.com/podcasts/.

Follow CPA Practice Advisor on Social:
Twitter: https://x.com/cpapracadvisor
Facebook: https://www.facebook.com/cpapracticeadvisor
LinkedIn: https://www.linkedin.com/groups/3927201/
YouTube: https://www.youtube.com/@CPAPracticeAdvisor

]]> accounting, technology, firm, AI, accounting firm, client advisory services No Breaking Stereotypes: Building Influence in Accounting | Tim O'Neill on Leaders of the Ledger 8 8 Breaking Stereotypes: Building Influence in Accounting | Tim O'Neill on Leaders of the Ledger full 20929c05-5922-40da-b73d-2fa26a327417 https://share.transistor.fm/s/5dde74e0 In this episode of Leaders of the Ledger, we sit down with Tim O’Neill, a senior manager at Whitley LLP, to discuss how young professionals can make a big impact in accounting. Tim shares his journey from starting in a big CPA firm to becoming a thought leader in the profession, breaking stereotypes, and inspiring the next generation of CPAs.

Topics covered in this episode:

  • How to build a personal brand while working at a big firm.
  • Strategies to stand out and influence within the accounting profession.
  • Balancing technical expertise with leadership, empathy, and innovation.
  • Opportunities for young professionals to shape the future of accounting.
  • How CPAs can leverage thought leadership, state societies, and networking.

Whether you’re an aspiring CPA, a young professional in finance, or someone interested in leadership and influence, this episode offers actionable insights to grow your career and make a difference.

Don’t forget to like, comment, and subscribe for more episodes on accounting leadership and innovation!

Leaders of the Ledger spotlights innovators, firm leaders, and rising stars shaping accounting's future with practical insights and proven strategies. The podcast is produced and owned by CPA Practice Advisor. Learn more about episodes and recaps at https://www.cpapracticeadvisor.com/podcasts/.

Follow CPA Practice Advisor on Social:
Twitter: https://x.com/cpapracadvisor
Facebook: https://www.facebook.com/cpapracticeadvisor
LinkedIn: https://www.linkedin.com/groups/3927201/
YouTube: https://www.youtube.com/@CPAPracticeAdvisor

]]> In this episode of Leaders of the Ledger, we sit down with Tim O’Neill, a senior manager at Whitley LLP, to discuss how young professionals can make a big impact in accounting. Tim shares his journey from starting in a big CPA firm to becoming a thought leader in the profession, breaking stereotypes, and inspiring the next generation of CPAs.

Topics covered in this episode:

  • How to build a personal brand while working at a big firm.
  • Strategies to stand out and influence within the accounting profession.
  • Balancing technical expertise with leadership, empathy, and innovation.
  • Opportunities for young professionals to shape the future of accounting.
  • How CPAs can leverage thought leadership, state societies, and networking.

Whether you’re an aspiring CPA, a young professional in finance, or someone interested in leadership and influence, this episode offers actionable insights to grow your career and make a difference.

Don’t forget to like, comment, and subscribe for more episodes on accounting leadership and innovation!

Leaders of the Ledger spotlights innovators, firm leaders, and rising stars shaping accounting's future with practical insights and proven strategies. The podcast is produced and owned by CPA Practice Advisor. Learn more about episodes and recaps at https://www.cpapracticeadvisor.com/podcasts/.

Follow CPA Practice Advisor on Social:
Twitter: https://x.com/cpapracadvisor
Facebook: https://www.facebook.com/cpapracticeadvisor
LinkedIn: https://www.linkedin.com/groups/3927201/
YouTube: https://www.youtube.com/@CPAPracticeAdvisor

]]> Mon, 13 Oct 2025 06:21:09 -0700 CPA Practice Advisor CPA Practice Advisor 1687 In this episode of Leaders of the Ledger, we sit down with Tim O’Neill, a senior manager at Whitley LLP, to discuss how young professionals can make a big impact in accounting. Tim shares his journey from starting in a big CPA firm to becoming a thought leader in the profession, breaking stereotypes, and inspiring the next generation of CPAs.

Topics covered in this episode:

  • How to build a personal brand while working at a big firm.
  • Strategies to stand out and influence within the accounting profession.
  • Balancing technical expertise with leadership, empathy, and innovation.
  • Opportunities for young professionals to shape the future of accounting.
  • How CPAs can leverage thought leadership, state societies, and networking.

Whether you’re an aspiring CPA, a young professional in finance, or someone interested in leadership and influence, this episode offers actionable insights to grow your career and make a difference.

Don’t forget to like, comment, and subscribe for more episodes on accounting leadership and innovation!

Leaders of the Ledger spotlights innovators, firm leaders, and rising stars shaping accounting's future with practical insights and proven strategies. The podcast is produced and owned by CPA Practice Advisor. Learn more about episodes and recaps at https://www.cpapracticeadvisor.com/podcasts/.

Follow CPA Practice Advisor on Social:
Twitter: https://x.com/cpapracadvisor
Facebook: https://www.facebook.com/cpapracticeadvisor
LinkedIn: https://www.linkedin.com/groups/3927201/
YouTube: https://www.youtube.com/@CPAPracticeAdvisor

]]> accounting, technology, firm, AI, accounting firm, client advisory services No The New Wave of Accounting: Why Gen Z Is Reshaping the Profession | Rachel Farris on Leaders of the Ledger 7 7 The New Wave of Accounting: Why Gen Z Is Reshaping the Profession | Rachel Farris on Leaders of the Ledger full e0008127-e3b0-4966-a11e-a08530326c3c https://share.transistor.fm/s/b432f6b8 In this episode of Leaders of the Ledger, we dive into the changing landscape of the accounting profession with Rachel Farris, a young and dynamic CPA from San Francisco. With Gen Z and millennials bringing a fresh perspective, accounting is no longer the old, traditional career it used to be. From the rise of remote work to embracing cutting-edge technologies like AI and blockchain, Rachel shares her journey of pushing for change and making the profession more exciting for young people.


Rachel opens up about:

  • How the profession is evolving with the emergence of new technologies.
  • Why the image of accounting has taken a hit and how to fix it.
  • The entrepreneurial mindset that accountants need to adopt.
  • How to leverage a personal brand to build trust and expand influence.
  • Rachel’s passion for educating and inspiring the next generation of accountants.

If you’re curious about how the accounting industry is changing and how young influencers are leading the charge, this episode is for you!

Leaders of the Ledger is produced and owned by CPA Practice Advisor. You can learn more about the podcast, episode recaps, and more at https://www.cpapracticeadvisor.com/podcasts/.


Follow CPA Practice Advisor on Social:

Twitter: https://x.com/cpapracadvisor

Facebook: https://www.facebook.com/cpapracticeadvisor

LinkedIn: https://www.linkedin.com/groups/3927201/

YouTube: https://www.youtube.com/@CPAPracticeAdvisor


Leaders of the Ledger is an ongoing podcast series spotlighting the innovators, firm leaders, and rising stars shaping the future of accounting with practical insights and proven strategies.

]]> In this episode of Leaders of the Ledger, we dive into the changing landscape of the accounting profession with Rachel Farris, a young and dynamic CPA from San Francisco. With Gen Z and millennials bringing a fresh perspective, accounting is no longer the old, traditional career it used to be. From the rise of remote work to embracing cutting-edge technologies like AI and blockchain, Rachel shares her journey of pushing for change and making the profession more exciting for young people.


Rachel opens up about:

  • How the profession is evolving with the emergence of new technologies.
  • Why the image of accounting has taken a hit and how to fix it.
  • The entrepreneurial mindset that accountants need to adopt.
  • How to leverage a personal brand to build trust and expand influence.
  • Rachel’s passion for educating and inspiring the next generation of accountants.

If you’re curious about how the accounting industry is changing and how young influencers are leading the charge, this episode is for you!

Leaders of the Ledger is produced and owned by CPA Practice Advisor. You can learn more about the podcast, episode recaps, and more at https://www.cpapracticeadvisor.com/podcasts/.


Follow CPA Practice Advisor on Social:

Twitter: https://x.com/cpapracadvisor

Facebook: https://www.facebook.com/cpapracticeadvisor

LinkedIn: https://www.linkedin.com/groups/3927201/

YouTube: https://www.youtube.com/@CPAPracticeAdvisor


Leaders of the Ledger is an ongoing podcast series spotlighting the innovators, firm leaders, and rising stars shaping the future of accounting with practical insights and proven strategies.

]]> Wed, 08 Oct 2025 07:18:56 -0700 CPA Practice Advisor CPA Practice Advisor 1273 In this episode of Leaders of the Ledger, we dive into the changing landscape of the accounting profession with Rachel Farris, a young and dynamic CPA from San Francisco. With Gen Z and millennials bringing a fresh perspective, accounting is no longer the old, traditional career it used to be. From the rise of remote work to embracing cutting-edge technologies like AI and blockchain, Rachel shares her journey of pushing for change and making the profession more exciting for young people.


Rachel opens up about:

  • How the profession is evolving with the emergence of new technologies.
  • Why the image of accounting has taken a hit and how to fix it.
  • The entrepreneurial mindset that accountants need to adopt.
  • How to leverage a personal brand to build trust and expand influence.
  • Rachel’s passion for educating and inspiring the next generation of accountants.

If you’re curious about how the accounting industry is changing and how young influencers are leading the charge, this episode is for you!

Leaders of the Ledger is produced and owned by CPA Practice Advisor. You can learn more about the podcast, episode recaps, and more at https://www.cpapracticeadvisor.com/podcasts/.


Follow CPA Practice Advisor on Social:

Twitter: https://x.com/cpapracadvisor

Facebook: https://www.facebook.com/cpapracticeadvisor

LinkedIn: https://www.linkedin.com/groups/3927201/

YouTube: https://www.youtube.com/@CPAPracticeAdvisor


Leaders of the Ledger is an ongoing podcast series spotlighting the innovators, firm leaders, and rising stars shaping the future of accounting with practical insights and proven strategies.

]]> accounting, gen z, accounting firm, cpa, bookkeeper, ai, blockchain No Advocacy, Risk Management & Shaping Accounting's Future | Mac Lillard on Leaders of the Ledger 6 6 Advocacy, Risk Management & Shaping Accounting's Future | Mac Lillard on Leaders of the Ledger full b63f7d74-d80d-43d8-bba7-09747ed9f705 https://share.transistor.fm/s/dc85726c In this episode of Leaders of the Ledger, Rob Brown speaks with Mac Lillard, Senior Manager at GRF, about his influential role in the accounting profession. Mac shares his passion for advocating for the accounting degree and its potential to shape diverse career paths, including risk management, forensic auditing, and digital transformation.

Learn how Mac navigated his career from a financial statement auditor to a leader in advisory services, and how he uses thought leadership and mentorship to inspire the next generation of accountants.


In a rapidly changing industry driven by technology and AI, Mac discusses how staying ahead of trends and building a personal brand can help accounting professionals thrive. Don't miss his advice on continuous learning, upskilling, and getting comfortable with public speaking to elevate your career and make a lasting impact on the profession.


Tune in for actionable tips and stories that can help you stand out in the accounting world!

Leaders of the Ledger is produced and owned by CPA Practice Advisor. You can learn more about the podcast, episode recaps, and more at https://www.cpapracticeadvisor.com/podcasts/.


Follow CPA Practice Advisor on Social:

Twitter: https://x.com/cpapracadvisor

Facebook: https://www.facebook.com/cpapracticeadvisor

LinkedIn: https://www.linkedin.com/groups/3927201/

YouTube: https://www.youtube.com/@CPAPracticeAdvisor


Leaders of the Ledger is an ongoing podcast series spotlighting the innovators, firm leaders, and rising stars shaping the future of accounting with practical insights and proven strategies.

]]> In this episode of Leaders of the Ledger, Rob Brown speaks with Mac Lillard, Senior Manager at GRF, about his influential role in the accounting profession. Mac shares his passion for advocating for the accounting degree and its potential to shape diverse career paths, including risk management, forensic auditing, and digital transformation.

Learn how Mac navigated his career from a financial statement auditor to a leader in advisory services, and how he uses thought leadership and mentorship to inspire the next generation of accountants.


In a rapidly changing industry driven by technology and AI, Mac discusses how staying ahead of trends and building a personal brand can help accounting professionals thrive. Don't miss his advice on continuous learning, upskilling, and getting comfortable with public speaking to elevate your career and make a lasting impact on the profession.


Tune in for actionable tips and stories that can help you stand out in the accounting world!

Leaders of the Ledger is produced and owned by CPA Practice Advisor. You can learn more about the podcast, episode recaps, and more at https://www.cpapracticeadvisor.com/podcasts/.


Follow CPA Practice Advisor on Social:

Twitter: https://x.com/cpapracadvisor

Facebook: https://www.facebook.com/cpapracticeadvisor

LinkedIn: https://www.linkedin.com/groups/3927201/

YouTube: https://www.youtube.com/@CPAPracticeAdvisor


Leaders of the Ledger is an ongoing podcast series spotlighting the innovators, firm leaders, and rising stars shaping the future of accounting with practical insights and proven strategies.

]]> Mon, 29 Sep 2025 10:20:13 -0700 CPA Practice Advisor CPA Practice Advisor 1278 In this episode of Leaders of the Ledger, Rob Brown speaks with Mac Lillard, Senior Manager at GRF, about his influential role in the accounting profession. Mac shares his passion for advocating for the accounting degree and its potential to shape diverse career paths, including risk management, forensic auditing, and digital transformation.

Learn how Mac navigated his career from a financial statement auditor to a leader in advisory services, and how he uses thought leadership and mentorship to inspire the next generation of accountants.


In a rapidly changing industry driven by technology and AI, Mac discusses how staying ahead of trends and building a personal brand can help accounting professionals thrive. Don't miss his advice on continuous learning, upskilling, and getting comfortable with public speaking to elevate your career and make a lasting impact on the profession.


Tune in for actionable tips and stories that can help you stand out in the accounting world!

Leaders of the Ledger is produced and owned by CPA Practice Advisor. You can learn more about the podcast, episode recaps, and more at https://www.cpapracticeadvisor.com/podcasts/.


Follow CPA Practice Advisor on Social:

Twitter: https://x.com/cpapracadvisor

Facebook: https://www.facebook.com/cpapracticeadvisor

LinkedIn: https://www.linkedin.com/groups/3927201/

YouTube: https://www.youtube.com/@CPAPracticeAdvisor


Leaders of the Ledger is an ongoing podcast series spotlighting the innovators, firm leaders, and rising stars shaping the future of accounting with practical insights and proven strategies.

]]> accounting, technology, firm, AI, accounting firm, client advisory services No Beyond Compliance: Gamifying the Future of Accounting | Kendale King on Leaders of the Ledger 5 5 Beyond Compliance: Gamifying the Future of Accounting | Kendale King on Leaders of the Ledger full c4a20532-4b9a-44c8-89d2-08ed17c0fb2e https://share.transistor.fm/s/13f88c7b What happens when CPAs step beyond compliance and bring their skills into the worlds of creators, entertainers, and gamers? 


In this episode of Leaders of the Ledger, host Rob Brown talks with Kendale King, CPA and founder of CPACon, about how he’s redefining what it means to be an accountant. Kendale shares his journey from Deloitte auditor to business manager for content creators, his perspective on the accounting talent crisis, and why compliance-only careers are no longer sustainable.

From gamifying recruitment and retention to building advisory-first firms, Kendale outlines a bold vision for the profession—one where CPAs align their work with passion, embrace entrepreneurial opportunities, and thrive in the age of AI.


What you’ll learn in this episode:

  • Why the accounting profession faces a talent crisis—and what needs to change.
  • How gamification can transform recruiting and retention.
  • The rise of business management services for creators, entertainers, and gamers.
  • Predictions for solo entrepreneurial firms and AI’s role in the profession.
  • Tips for CPAs who want to become influential and break out of traditional paths.

Whether you’re an accountant, an aspiring CPA, or simply curious about the future of accounting and entertainment, this conversation is full of insights you won’t want to miss.

Leaders of the Ledger is an ongoing podcast series spotlighting the innovators, firm leaders, and rising stars shaping the future of accounting with practical insights and proven strategies.

Follow CPA Practice Advisor on Social:

Twitter: https://x.com/cpapracadvisor

Facebook: https://www.facebook.com/cpapracticeadvisor

LinkedIn: https://www.linkedin.com/groups/3927201/

YouTube: https://www.youtube.com/@CPAPracticeAdvisor


Leaders of the Ledger is produced and owned by CPA Practice Advisor. You can learn more about the podcast, episode recaps, and more at https://www.cpapracticeadvisor.com/podcasts/.

]]> What happens when CPAs step beyond compliance and bring their skills into the worlds of creators, entertainers, and gamers? 


In this episode of Leaders of the Ledger, host Rob Brown talks with Kendale King, CPA and founder of CPACon, about how he’s redefining what it means to be an accountant. Kendale shares his journey from Deloitte auditor to business manager for content creators, his perspective on the accounting talent crisis, and why compliance-only careers are no longer sustainable.

From gamifying recruitment and retention to building advisory-first firms, Kendale outlines a bold vision for the profession—one where CPAs align their work with passion, embrace entrepreneurial opportunities, and thrive in the age of AI.


What you’ll learn in this episode:

  • Why the accounting profession faces a talent crisis—and what needs to change.
  • How gamification can transform recruiting and retention.
  • The rise of business management services for creators, entertainers, and gamers.
  • Predictions for solo entrepreneurial firms and AI’s role in the profession.
  • Tips for CPAs who want to become influential and break out of traditional paths.

Whether you’re an accountant, an aspiring CPA, or simply curious about the future of accounting and entertainment, this conversation is full of insights you won’t want to miss.

Leaders of the Ledger is an ongoing podcast series spotlighting the innovators, firm leaders, and rising stars shaping the future of accounting with practical insights and proven strategies.

Follow CPA Practice Advisor on Social:

Twitter: https://x.com/cpapracadvisor

Facebook: https://www.facebook.com/cpapracticeadvisor

LinkedIn: https://www.linkedin.com/groups/3927201/

YouTube: https://www.youtube.com/@CPAPracticeAdvisor


Leaders of the Ledger is produced and owned by CPA Practice Advisor. You can learn more about the podcast, episode recaps, and more at https://www.cpapracticeadvisor.com/podcasts/.

]]> Mon, 22 Sep 2025 08:23:23 -0700 CPA Practice Advisor CPA Practice Advisor 1730 What happens when CPAs step beyond compliance and bring their skills into the worlds of creators, entertainers, and gamers? 


In this episode of Leaders of the Ledger, host Rob Brown talks with Kendale King, CPA and founder of CPACon, about how he’s redefining what it means to be an accountant. Kendale shares his journey from Deloitte auditor to business manager for content creators, his perspective on the accounting talent crisis, and why compliance-only careers are no longer sustainable.

From gamifying recruitment and retention to building advisory-first firms, Kendale outlines a bold vision for the profession—one where CPAs align their work with passion, embrace entrepreneurial opportunities, and thrive in the age of AI.


What you’ll learn in this episode:

  • Why the accounting profession faces a talent crisis—and what needs to change.
  • How gamification can transform recruiting and retention.
  • The rise of business management services for creators, entertainers, and gamers.
  • Predictions for solo entrepreneurial firms and AI’s role in the profession.
  • Tips for CPAs who want to become influential and break out of traditional paths.

Whether you’re an accountant, an aspiring CPA, or simply curious about the future of accounting and entertainment, this conversation is full of insights you won’t want to miss.

Leaders of the Ledger is an ongoing podcast series spotlighting the innovators, firm leaders, and rising stars shaping the future of accounting with practical insights and proven strategies.

Follow CPA Practice Advisor on Social:

Twitter: https://x.com/cpapracadvisor

Facebook: https://www.facebook.com/cpapracticeadvisor

LinkedIn: https://www.linkedin.com/groups/3927201/

YouTube: https://www.youtube.com/@CPAPracticeAdvisor


Leaders of the Ledger is produced and owned by CPA Practice Advisor. You can learn more about the podcast, episode recaps, and more at https://www.cpapracticeadvisor.com/podcasts/.

]]> gamification, compliance, cpa, accounting No Burnout, Branding & Building a CPA Firm That Lasts | Kathryn Horton on Leaders of the Ledger 4 4 Burnout, Branding & Building a CPA Firm That Lasts | Kathryn Horton on Leaders of the Ledger full 53da4955-7a9b-4b4b-ba90-dd75008e9206 https://share.transistor.fm/s/78d3f4e4 What happens when burnout becomes the spark for building a thriving CPA firm?

In this episode of Leaders of the Ledger, host Rob Brown sits down with Kathryn Horton, CPA, to talk about her bold move from national firms to starting her own practice, her passion for data analytics, and why personal branding matters more than ever for accountants. 

Kathryn also shares insights on the role of mentors, how networking transformed her career, and why AI could soon become “the auditor of the future.”


Whether you’re an aspiring CPA, an established professional, or simply curious about the changing face of accounting, this episode is packed with inspiration and practical advice.


Leaders of the Ledger is produced and owned by CPA Practice Advisor. You can learn more about the podcast, episode recaps, and more at https://www.cpapracticeadvisor.com/podcasts/.


Follow CPA Practice Advisor on Social:

Twitter: https://x.com/cpapracadvisor

Facebook: https://www.facebook.com/cpapracticeadvisor

LinkedIn: https://www.linkedin.com/groups/3927201/

YouTube: https://www.youtube.com/@CPAPracticeAdvisor


Leaders of the Ledger is an ongoing podcast series spotlighting the innovators, firm leaders, and rising stars shaping the future of accounting with practical insights and proven strategies.

]]> What happens when burnout becomes the spark for building a thriving CPA firm?

In this episode of Leaders of the Ledger, host Rob Brown sits down with Kathryn Horton, CPA, to talk about her bold move from national firms to starting her own practice, her passion for data analytics, and why personal branding matters more than ever for accountants. 

Kathryn also shares insights on the role of mentors, how networking transformed her career, and why AI could soon become “the auditor of the future.”


Whether you’re an aspiring CPA, an established professional, or simply curious about the changing face of accounting, this episode is packed with inspiration and practical advice.


Leaders of the Ledger is produced and owned by CPA Practice Advisor. You can learn more about the podcast, episode recaps, and more at https://www.cpapracticeadvisor.com/podcasts/.


Follow CPA Practice Advisor on Social:

Twitter: https://x.com/cpapracadvisor

Facebook: https://www.facebook.com/cpapracticeadvisor

LinkedIn: https://www.linkedin.com/groups/3927201/

YouTube: https://www.youtube.com/@CPAPracticeAdvisor


Leaders of the Ledger is an ongoing podcast series spotlighting the innovators, firm leaders, and rising stars shaping the future of accounting with practical insights and proven strategies.

]]> Mon, 15 Sep 2025 12:55:03 -0700 CPA Practice Advisor CPA Practice Advisor 1762 What happens when burnout becomes the spark for building a thriving CPA firm?

In this episode of Leaders of the Ledger, host Rob Brown sits down with Kathryn Horton, CPA, to talk about her bold move from national firms to starting her own practice, her passion for data analytics, and why personal branding matters more than ever for accountants. 

Kathryn also shares insights on the role of mentors, how networking transformed her career, and why AI could soon become “the auditor of the future.”


Whether you’re an aspiring CPA, an established professional, or simply curious about the changing face of accounting, this episode is packed with inspiration and practical advice.


Leaders of the Ledger is produced and owned by CPA Practice Advisor. You can learn more about the podcast, episode recaps, and more at https://www.cpapracticeadvisor.com/podcasts/.


Follow CPA Practice Advisor on Social:

Twitter: https://x.com/cpapracadvisor

Facebook: https://www.facebook.com/cpapracticeadvisor

LinkedIn: https://www.linkedin.com/groups/3927201/

YouTube: https://www.youtube.com/@CPAPracticeAdvisor


Leaders of the Ledger is an ongoing podcast series spotlighting the innovators, firm leaders, and rising stars shaping the future of accounting with practical insights and proven strategies.

]]> accounting, technology, firm, AI, accounting firm, client advisory services No Shaping Accounting: AI, Human Connection, and Mentorship | Caleb Jenkins on Leaders of the Ledger 3 3 Shaping Accounting: AI, Human Connection, and Mentorship | Caleb Jenkins on Leaders of the Ledger full 1f9dd03b-890c-400a-94b7-6f838221993a https://share.transistor.fm/s/7cb85447 In this episode of Leaders of the Ledger, Caleb Jenkins, an Enrolled Agent (EA), shares his unique journey into the world of accounting, not as a traditional CPA, but as an educator and mentor, committed to reshaping the profession. Caleb discusses the evolution of accounting, the impact of AI, and why he believes human connection remains at the heart of the industry.

From his early days helping his mom with QuickBooks and sending invoices for homemade cookies, Caleb’s love for accounting grew organically. He talks about how mentorship, relationships, and communication have been central to his career and the profession as a whole. Caleb also offers predictions for the future, including the emergence of new AI-first tax software and the importance of becoming more human in the age of AI.

Key Highlights:

  • Caleb's origins in accounting and how he got his start at a young age
  • The importance of mentorship and relationship-building in accounting
  • How AI is transforming the accounting profession and creating new opportunities
  • Caleb’s views on human connection and staying adaptable in the face of technology
  • Predictions for the future of accounting software and industry trends
  • Advice for young professionals looking to influence the industry

This episode is a must-listen for anyone in accounting, finance, or business, offering insights into how to balance technical expertise with the human element of mentorship and relationships.


Leaders of the Ledger is produced and owned by CPA Practice Advisor. You can learn more about the podcast, episode recaps and more at cpapracticeadvisor.com/podcasts/.


Connect with the Speakers:
Caleb Jenkins - an Enrolled Agent (EA). Connect with Caleb on LinkedIn.
Rob Brown – International podcast host and accounting influencer. Connect with Rob on LinkedIn.

Follow CPA Practice Advisor on Social:

Twitter: https://x.com/cpapracadvisor

Facebook: https://www.facebook.com/cpapracticeadvisor

LinkedIn: https://www.linkedin.com/groups/3927201/

YouTube: https://www.youtube.com/@CPAPracticeAdvisor

]]> In this episode of Leaders of the Ledger, Caleb Jenkins, an Enrolled Agent (EA), shares his unique journey into the world of accounting, not as a traditional CPA, but as an educator and mentor, committed to reshaping the profession. Caleb discusses the evolution of accounting, the impact of AI, and why he believes human connection remains at the heart of the industry.

From his early days helping his mom with QuickBooks and sending invoices for homemade cookies, Caleb’s love for accounting grew organically. He talks about how mentorship, relationships, and communication have been central to his career and the profession as a whole. Caleb also offers predictions for the future, including the emergence of new AI-first tax software and the importance of becoming more human in the age of AI.

Key Highlights:

  • Caleb's origins in accounting and how he got his start at a young age
  • The importance of mentorship and relationship-building in accounting
  • How AI is transforming the accounting profession and creating new opportunities
  • Caleb’s views on human connection and staying adaptable in the face of technology
  • Predictions for the future of accounting software and industry trends
  • Advice for young professionals looking to influence the industry

This episode is a must-listen for anyone in accounting, finance, or business, offering insights into how to balance technical expertise with the human element of mentorship and relationships.


Leaders of the Ledger is produced and owned by CPA Practice Advisor. You can learn more about the podcast, episode recaps and more at cpapracticeadvisor.com/podcasts/.


Connect with the Speakers:
Caleb Jenkins - an Enrolled Agent (EA). Connect with Caleb on LinkedIn.
Rob Brown – International podcast host and accounting influencer. Connect with Rob on LinkedIn.

Follow CPA Practice Advisor on Social:

Twitter: https://x.com/cpapracadvisor

Facebook: https://www.facebook.com/cpapracticeadvisor

LinkedIn: https://www.linkedin.com/groups/3927201/

YouTube: https://www.youtube.com/@CPAPracticeAdvisor

]]> Mon, 08 Sep 2025 08:49:21 -0700 CPA Practice Advisor CPA Practice Advisor 1427 In this episode of Leaders of the Ledger, Caleb Jenkins, an Enrolled Agent (EA), shares his unique journey into the world of accounting, not as a traditional CPA, but as an educator and mentor, committed to reshaping the profession. Caleb discusses the evolution of accounting, the impact of AI, and why he believes human connection remains at the heart of the industry.

From his early days helping his mom with QuickBooks and sending invoices for homemade cookies, Caleb’s love for accounting grew organically. He talks about how mentorship, relationships, and communication have been central to his career and the profession as a whole. Caleb also offers predictions for the future, including the emergence of new AI-first tax software and the importance of becoming more human in the age of AI.

Key Highlights:

  • Caleb's origins in accounting and how he got his start at a young age
  • The importance of mentorship and relationship-building in accounting
  • How AI is transforming the accounting profession and creating new opportunities
  • Caleb’s views on human connection and staying adaptable in the face of technology
  • Predictions for the future of accounting software and industry trends
  • Advice for young professionals looking to influence the industry

This episode is a must-listen for anyone in accounting, finance, or business, offering insights into how to balance technical expertise with the human element of mentorship and relationships.


Leaders of the Ledger is produced and owned by CPA Practice Advisor. You can learn more about the podcast, episode recaps and more at cpapracticeadvisor.com/podcasts/.


Connect with the Speakers:
Caleb Jenkins - an Enrolled Agent (EA). Connect with Caleb on LinkedIn.
Rob Brown – International podcast host and accounting influencer. Connect with Rob on LinkedIn.

Follow CPA Practice Advisor on Social:

Twitter: https://x.com/cpapracadvisor

Facebook: https://www.facebook.com/cpapracticeadvisor

LinkedIn: https://www.linkedin.com/groups/3927201/

YouTube: https://www.youtube.com/@CPAPracticeAdvisor

]]> accounting, technology, firm, AI, accounting firm, client advisory services No AI, Private Equity, and the Future of Accounting | Goran Gmitrovic on Leaders of the Ledger 2 2 AI, Private Equity, and the Future of Accounting | Goran Gmitrovic on Leaders of the Ledger full c88f98f2-4998-4561-9c98-e5decdbf55b8 https://share.transistor.fm/s/f779f07b In this episode of Leaders of the Ledger, host Rob Brown speaks with Goran Gmitrovic, founder of Outlook Accounting & Taxes, named one of CPA Practice Advisor’s 40 Under 40. Goran shares his inspiring journey from Croatia to Chicago, his path from football player to firm owner, and how he’s growing Outlook into a top 500 firm. 

We dive into topics like:

  • Building a professional services firm from scratch. 
  • The challenges and sacrifices behind entrepreneurial success.
  • The impact of AI and automation on accounting.
  • Private equity’s growing role in the profession.
  • Why human relationships and culture remain the core of accounting.

This conversation is about leadership, resilience, and the evolving future of the accounting profession.

Leaders of the Ledger is produced and owned by CPA Practice Advisor. You can learn more about the podcast, episode recaps and more at cpapracticeadvisor.com/podcasts/.


Connect with the Speakers:
Goran Gmitrovic – Founder, Outlook Accounting & Taxes (Chicago, IL), and co-founder of Simply Flow AI. Connect with Goran on LinkedIn.
Rob Brown – International podcast host and accounting influencer. Connect with Rob on LinkedIn.

Follow CPA Practice Advisor on Social:

Twitter: https://x.com/cpapracadvisor

Facebook: https://www.facebook.com/cpapracticeadvisor

LinkedIn: https://www.linkedin.com/groups/3927201/

YouTube: https://www.youtube.com/@CPAPracticeAdvisor

]]> In this episode of Leaders of the Ledger, host Rob Brown speaks with Goran Gmitrovic, founder of Outlook Accounting & Taxes, named one of CPA Practice Advisor’s 40 Under 40. Goran shares his inspiring journey from Croatia to Chicago, his path from football player to firm owner, and how he’s growing Outlook into a top 500 firm. 

We dive into topics like:

  • Building a professional services firm from scratch. 
  • The challenges and sacrifices behind entrepreneurial success.
  • The impact of AI and automation on accounting.
  • Private equity’s growing role in the profession.
  • Why human relationships and culture remain the core of accounting.

This conversation is about leadership, resilience, and the evolving future of the accounting profession.

Leaders of the Ledger is produced and owned by CPA Practice Advisor. You can learn more about the podcast, episode recaps and more at cpapracticeadvisor.com/podcasts/.


Connect with the Speakers:
Goran Gmitrovic – Founder, Outlook Accounting & Taxes (Chicago, IL), and co-founder of Simply Flow AI. Connect with Goran on LinkedIn.
Rob Brown – International podcast host and accounting influencer. Connect with Rob on LinkedIn.

Follow CPA Practice Advisor on Social:

Twitter: https://x.com/cpapracadvisor

Facebook: https://www.facebook.com/cpapracticeadvisor

LinkedIn: https://www.linkedin.com/groups/3927201/

YouTube: https://www.youtube.com/@CPAPracticeAdvisor

]]> Mon, 08 Sep 2025 06:22:36 -0700 CPA Practice Advisor CPA Practice Advisor 1872 In this episode of Leaders of the Ledger, host Rob Brown speaks with Goran Gmitrovic, founder of Outlook Accounting & Taxes, named one of CPA Practice Advisor’s 40 Under 40. Goran shares his inspiring journey from Croatia to Chicago, his path from football player to firm owner, and how he’s growing Outlook into a top 500 firm. 

We dive into topics like:

  • Building a professional services firm from scratch. 
  • The challenges and sacrifices behind entrepreneurial success.
  • The impact of AI and automation on accounting.
  • Private equity’s growing role in the profession.
  • Why human relationships and culture remain the core of accounting.

This conversation is about leadership, resilience, and the evolving future of the accounting profession.

Leaders of the Ledger is produced and owned by CPA Practice Advisor. You can learn more about the podcast, episode recaps and more at cpapracticeadvisor.com/podcasts/.


Connect with the Speakers:
Goran Gmitrovic – Founder, Outlook Accounting & Taxes (Chicago, IL), and co-founder of Simply Flow AI. Connect with Goran on LinkedIn.
Rob Brown – International podcast host and accounting influencer. Connect with Rob on LinkedIn.

Follow CPA Practice Advisor on Social:

Twitter: https://x.com/cpapracadvisor

Facebook: https://www.facebook.com/cpapracticeadvisor

LinkedIn: https://www.linkedin.com/groups/3927201/

YouTube: https://www.youtube.com/@CPAPracticeAdvisor

]]> accounting, AI, technology, cloud, accounting firm, private equity No From Tech to Talent: The New Era of Accounting Leadership | Rob Brown on Leaders of the Ledger 1 1 From Tech to Talent: The New Era of Accounting Leadership | Rob Brown on Leaders of the Ledger full 699078c6-45a0-459a-866c-80aa678d4c98 https://share.transistor.fm/s/5760c16e This is the premiere episode of Leaders of the Ledger, brought to you by CPA Practice Advisor. While technology dominates much of the conversation in accounting, this podcast focuses on the people—the leaders driving change with courage, culture, and vision.

Hosted by Rob Brown, this show highlights the human side of accounting: the disruptors, culture builders, rainmakers, and unsung heroes reshaping the profession.

***

Leaders of the Ledger is produced and owned by CPA Practice Advisor. You can learn more about the podcast, episode recaps and more at https://www.cpapracticeadvisor.com/podcasts/.

Connect with the Speakers:
Rob Brown – International podcast host and accounting influencer. Connect with Rob on LinkedIn.

Follow CPA Practice Advisor on Social:

Twitter: https://x.com/cpapracadvisor

Facebook: https://www.facebook.com/cpapracticeadvisor

LinkedIn: https://www.linkedin.com/groups/3927201/

YouTube: https://www.youtube.com/@CPAPracticeAdvisor

]]> This is the premiere episode of Leaders of the Ledger, brought to you by CPA Practice Advisor. While technology dominates much of the conversation in accounting, this podcast focuses on the people—the leaders driving change with courage, culture, and vision.

Hosted by Rob Brown, this show highlights the human side of accounting: the disruptors, culture builders, rainmakers, and unsung heroes reshaping the profession.

***

Leaders of the Ledger is produced and owned by CPA Practice Advisor. You can learn more about the podcast, episode recaps and more at https://www.cpapracticeadvisor.com/podcasts/.

Connect with the Speakers:
Rob Brown – International podcast host and accounting influencer. Connect with Rob on LinkedIn.

Follow CPA Practice Advisor on Social:

Twitter: https://x.com/cpapracadvisor

Facebook: https://www.facebook.com/cpapracticeadvisor

LinkedIn: https://www.linkedin.com/groups/3927201/

YouTube: https://www.youtube.com/@CPAPracticeAdvisor

]]> Mon, 08 Sep 2025 06:21:51 -0700 CPA Practice Advisor CPA Practice Advisor 866 This is the premiere episode of Leaders of the Ledger, brought to you by CPA Practice Advisor. While technology dominates much of the conversation in accounting, this podcast focuses on the people—the leaders driving change with courage, culture, and vision.

Hosted by Rob Brown, this show highlights the human side of accounting: the disruptors, culture builders, rainmakers, and unsung heroes reshaping the profession.

***

Leaders of the Ledger is produced and owned by CPA Practice Advisor. You can learn more about the podcast, episode recaps and more at https://www.cpapracticeadvisor.com/podcasts/.

Connect with the Speakers:
Rob Brown – International podcast host and accounting influencer. Connect with Rob on LinkedIn.

Follow CPA Practice Advisor on Social:

Twitter: https://x.com/cpapracadvisor

Facebook: https://www.facebook.com/cpapracticeadvisor

LinkedIn: https://www.linkedin.com/groups/3927201/

YouTube: https://www.youtube.com/@CPAPracticeAdvisor

]]> accounting, leadership, accounting firm, accountants, technology No