The State of Business with the Ohio Society of CPAs

The State of Business with the Ohio Society of CPAs

The State of Business with the Ohio Society of CPAs

Episodes

June 10, 2021 29 min

In this episode we're speaking with Amy Vetter, CPA, about advisory services. Amy is the CEO of The B3 Method Institute, speaker, author and member of the Ohio Society of CPAs executive board. We discussed how firms go about becoming more involved in advisory services, the growth opportunities in the space, how to be strategic and much more.

Hear more from Amy at these upcoming learning opportunities: 

  • June 22: Advisory Servi...
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    In this episode we're speaking with Rose Lounsbury, speaker, author and simplicity coach. Before everyone was Marie Kondo-ing their closets, Rose said she started her decluttering journey of simplicity to bring more mental clarity and calm to her life and has never looked back. Rose will present on this topic at our July 22nd Women, Wealth and Wellness Virtual Conference, and you can go to ohiocpa.com/rise and check out the con...

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    In this episode we spoke with Rita Keller, an advisor, speaker, and blogger who works with CPA firms on practice management. Rita writes regularly for her blog, Solutions for CPA Firm Leaders, and has been repeatedly named to the Top 100 Most Influential People In Accounting by Accounting Today and as one of Most Powerful Women in Accounting by CPA Practice Advisor. We cover identifying your team’s strengths, supporting a remote te...

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    In this episode we're speaking with John Cavalier, partner of management consulting at Cohen & Company. John recently wrote a blog post on the Cohen website titled “3 Critical Lessons to Incorporate into Your Business in a Post-COVID World” and we discussed on how agility impacts businesses, the mindset organizations should have as they consider their post-Covid moves, what it means to be a purpose-led organization and much...

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    In this episode we spoke with, Kim Radison Founder of KKR Consult, LLC, on how to prepare for a promotion negotiation, where people make mistakes, how often to ask for a promotion and much more. Kim will present on this topic at the July 22nd  Women, Wealth and Wellness Virtual Conference, and you can find out more at ohiocpa.com/rise. 

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    We spoke with Kristin Metzger, CPA, senior manager at William Vaughan Company, about the state of the restaurant industry. Kristin is the restaurant Practice Leader at William Vaughan and shared insight into assistance the industry has been able to apply for from government, how restaurants have adapted now that vaccinations are becoming more available, the outlook on restaurants for the rest of 2021 and much more.

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    We're speaking with staff members of Cristo Rey Columbus High School, a college-preparatory high school with a Professional Work-Study Program. You’ll hear from Joe Patrick, CPA and president, Somers Martin, the Professional Work-Study Director of Sales and Kristin Mutchler, the professional Work-Study Director of Operations.

    Students at Cristo Rey participate in the work study program all four years, where they’re able to exp...

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    In this episode we're speaking with Edward Mendlowitz, CPA in New Jersey and New York and partner at Withum, an advisory and accounting firm. You might recognize his name not just because he has decades of experience in the profession but you’ve read his writing on AccountingToday, CPA Trendlines or one of many other publications where his byline appears. I spoke with Ed about the path his career has taken, including some of hi...

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    Rob Whittall, CPA, is the managing partner at Dyke Yaxley and has a team of 14 people with a total of six different nationalities among them. The international experience of the staff is a huge benefit to the firm, as it provides business tax and advisory services to UK businesses looking to grow in the US and counsels US businesses looking to grow in the UK. 

    We spoke with Rob about what it’s like to create a strong culture when ...

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    In this episode we spoke with, Celia King of Arrants McSwain, a consultancy that helps businesses and individuals with leadership and team-building. In addition to private sessions, Celia offers professionals an opportunity to work with horses to gain a new perspective on their development goals .

    We discussed the benefits of working with horses in a unique environment, how the accountants she’s worked with have grown from these e...

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    In this episode we're with the Social Security Administration, specifically Brandon Smith, Public Affairs Specialist in in downtown Cleveland and Robert Fenn, the Public Affairs Specialist in downtown Akron. For this episode, we’re taking about fraud and what it means to have your social security information stolen. We get into what you really shouldn’t do with your social security number, what CPAs should tell their clients wh...

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    March is Women’s History Month and in this episode we’re speaking with a particularly engaging and successful woman, Lori Kaiser, CPA, Founder and CEO of Kaiser Consulting and the Chair-Elect of OSCPA Executive Board.

    We discussed the growth of Kaiser Consulting, how her leadership had to evolve to match the needs of the business, what it means to support women and girls in their aspirations and much more.

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    In this week's episode we spoke with Adrian Mayse, CPA, who wrote “When I grow up I want to be an accountant,” a picture book that allows children of diverse backgrounds to see themselves on the pages and learn about the accounting profession.

    Adrian is a tenured Associate Professor and Department Chair of Accounting at Howard University and he is very passionate about diversity, equity and inclusion. We discussed his inspirat...

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    In this episode we spoke with the Social Security Administration, specifically Brandon Smith, Public Affairs Specialist in in downtown Cleveland and Robert Fenn, the Public Affairs Specialist in downtown Akron. We discussed the requirements to become eligible for benefits, working and receiving retirement benefits, how spouses factor in and much more.

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    March 3, 2021 17 min

    In this episode we spoke with Kristen Schmitt, founder of Thrive to Lead, LLC., a coaching and consulting firm, about setting and achieving your goals. We discussed what goal setting looks like if 2020 threw off your goals completely, how to set realistic goals, when to adapt and change your goals and much more.

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    We spoke with Danetha Doe, a financial psychologist, founder of the aspirational money blog Money & Mimosas and expert on financial wellness in the workplace. We covered how to shift into the mindset of financial well-being, the importance of intentionality in the process, how it evolves throughout life and much more.

     

    Learn how you can purchase Danetha's book here: https://www.danethadoe.com/book

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    We spoke with Lindsay Stevenson, CPA about how young professionals can enhance their careers. She has been recognized as 2019 Most powerful women in accounting by the ACIPA and CPA Practice Advisor. She’s a graduate of the AICPA Leadership Academy, Vice President of Finance At 1st Financial Bank USA and owner of Origin Evolution, a management consultant company. We discussed finding ways to make meaningful professional connections,...

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    We spoke with Kris McGuigan, founder and CEO of Professional Courage, a career services company, about the nuances that come with salary negotiation. We discussed how salary negotiations differ depending where you’re at in your career, whether you’re just being hired or have been in your role for years, common mistakes made during salary negotiations and much more. 

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    While the arrival of vaccines is encouraging, we still remain very much in the midst of a pandemic impacting almost every aspect of our personal and professional lives. Since the spring OSCPA has covered the pandemic extensively and in this episode you’ll hear from top experts about the changes brought on by the pandemic and how you can prepare for the future. 

     

    How scammers are using COVID-19 to their advantage

    https://podcast...

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    In this episode we spoke with Ray Lampner, CPA, a partner at Sikich to discuss the second round of the Paycheck Protection Program. Since last summer much of the guidance has been clarified but Ray told me there are still areas practitioners need to consider carefully. We discussed how this round is different, mistakes to avoid that might have been made last year, advice he has for those applying and much more.

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