Accountant vs CPA: Is There a Difference?

https://vimeo.com/379768347 We’re just wrapping up a busy recruiting season full of student events.  Having attended 4 meet the firms events at local universities, and just returning from the IMA’s student Leadership Conference in Charlotte, NC, I’ve been fielding...

California CPA Requirements

Hey there, future CPA! I get a lot of questions from clients across the US about the requirements to sit for the CPA exam.  The process can be confusing and tedious, and unfortunately the requirements vary state to state. Since I’m both licensed as a CPA and based out...

How to Choose CPA Exam Study Materials

This topic needs no introductions! Here are the things you should consider when choosing your CPA Exam study materials. FIRST: Your learning style. This is number one because, in my opinion, it’s the most important. Think about how you learned best in school or how...

Work Smarter, Not Harder using LOOM

Let me just start by saying this is not a sponsored post, I’m just going to share a tool that I use in my own business (and LOVE)  out of the kindness of my heart and a commitment to helping you work smarter, not harder ☺.   If you haven’t heard of Loom, please look...

Mock Exams- Your New BFF

So many of my clients groan and grumble when we talk about taking mock exams in preparation for their CPA exam. I sometimes find myself hesitating to even suggest it because I’m so often met with pushback about using these mock exams as a resource in getting ready for...

My Clients’ Biggest Studying Regret

After one of my CPA exam clients sits for a section of the exam, we do a detailed debrief call to hash out how their exam went.  I obviously love to hear how they felt about the exam and gauge their confidence level, but that’s not what I’m really after.  I really...

CPA Exam: The Dreaded 74

updated: June 2020 I’m sure you’ve heard the phrase “living paycheck to paycheck”, and if you’re like me in college, you might be living it right now.  In my role as a coach, I have the pleasure of working with people to help them pass the CPA Exam.  I’m living my own...

Easy Ways to Show LOVE to your Clients

How do you show love to your clients? Many CPAs I talk to have a desire to show more appreciation and service to their clients, but they aren’t sure how, or they’re concerned that they don’t have enough time. Making your clients feel special is the first step to...

California CPA Requirements

In this 30 minute session we will: 

 

1. Take an inventory of what’s working and what’s not working in your career or organization. 

 

2. Understand your goals- either personal or organizational- and priorities over the next 12-18 months.

 

3. Make personal recommendations to help you gain traction and turn your goals into reality.

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