How Can Diverse Skills Transform Your Accounting Career? Insight from Kyle Geers
04/08/24 • 54 min
● Transitioning from traditional accounting to consulting and advisory roles
● The value of diverse skills in the accounting profession
● Importance of self-reflection and seeking feedback in career decisions
● Networking and building connections in the accounting industry
● Adapting to new challenges and opportunities, including remote work
● Professional advice on delegating and trusting the team for success
Episode resources:
● Summit Virtual CFO by Anders website: https://www.summitcpa.net/
● Email us with questions or if you’d like to be a guest on the show: [email protected]
● We’re hiring! Check out our open positions: https://www.summitcpa.net/career-opportunities
● https://www.zeroed-inconsulting.com/
Timestamps:
Planning a Business with Friends (00:00:22)
The hosts and guest share stories of starting businesses with friends and the fun experiences they had.
Transitioning from Traditional Accounting to Consulting (00:07:03)
Kyle discusses transitioning from traditional accounting to consulting and the value of diverse skills in the accounting profession.
Importance of Developing Diverse Skills (00:09:32)
Kyle talks about the value of accounting knowledge and the importance of developing diverse skills for future opportunities.
Consulting and Advisory Services in Accounting (00:17:09)
The hosts and guest discuss the shift from traditional accounting to consulting and advisory services in the accounting industry.
Starting at a large public accounting firm (00:17:56)
Kyle shares his experience starting at a large public accounting firm and his initial career aspirations.
Transitioning from traditional accounting to consulting (00:20:15)
Kyle discusses his transition from traditional audit work to technical accounting advisory services.
The value of asking "why" and building relationships in accounting (00:23:26)
Kyle and the hosts discuss the importance of asking "why" in accounting work and building collaborative relationships with clients.
Reflecting on career decisions and due diligence (00:30:28)
Kyle and Joey discuss the importance of reflecting on career decisions and the value of due diligence in making career transitions.
Encouraging inquisitiveness and seeking advice (00:34:34)
Kyle encourages inquisitive individuals to seek advice and reach out for guidance in their careers.
Networking and Genuine Conversations (00:35:05)
Encouraging genuine conversations, networking, and the value of being genuinely inquisitive.
Transitioning to Consulting (00:36:14)
Discussion about the transition from traditional accounting to consulting and the importance of asking genuine questions.
Starting Own Firm and Due Diligence (00:37:14)
The due diligence process and the decision to start a new firm, including the challenges and risk involved.
Covid's Influence on Career Decisions (00:40:16)
Discussion about how the pandemic accelerated career decisions and altered perspectives on remote work and work-life balance.
Growth and Technology Integration (00:43:22)
Progress and growth of the firm, including the integration of technology and the expansion of the team.
Remote Work and Team Bonding (00:48:31)
The benefits of remote work, investing in team bonding, and the importance of retreats for team building.
Professional Advice (00:51:35)
The importance of delegating and not trying to do everything, along with the value of trusting and delegating tasks to the team.
Delegating skills (00:53:04)
Discussion about the importance of learning delegation skills in the accounting profession.
Contacting the guest (00:53:41)
Information on how to reach out to the guest and learn more about their firm, Zeroed-In Consulting.
Wrap-up and thanks (00:54:30)
The guest expresses gratitude for being on the show, and the hosts thank him for his time.
Job opportunities for young CPAs (00:54:35)
Information about remote work opportunities with Summit Virtual CFO and open positions at Anders CPAs and Advisors.
● Transitioning from traditional accounting to consulting and advisory roles
● The value of diverse skills in the accounting profession
● Importance of self-reflection and seeking feedback in career decisions
● Networking and building connections in the accounting industry
● Adapting to new challenges and opportunities, including remote work
● Professional advice on delegating and trusting the team for success
Episode resources:
● Summit Virtual CFO by Anders website: https://www.summitcpa.net/
● Email us with questions or if you’d like to be a guest on the show: [email protected]
● We’re hiring! Check out our open positions: https://www.summitcpa.net/career-opportunities
● https://www.zeroed-inconsulting.com/
Timestamps:
Planning a Business with Friends (00:00:22)
The hosts and guest share stories of starting businesses with friends and the fun experiences they had.
Transitioning from Traditional Accounting to Consulting (00:07:03)
Kyle discusses transitioning from traditional accounting to consulting and the value of diverse skills in the accounting profession.
Importance of Developing Diverse Skills (00:09:32)
Kyle talks about the value of accounting knowledge and the importance of developing diverse skills for future opportunities.
Consulting and Advisory Services in Accounting (00:17:09)
The hosts and guest discuss the shift from traditional accounting to consulting and advisory services in the accounting industry.
Starting at a large public accounting firm (00:17:56)
Kyle shares his experience starting at a large public accounting firm and his initial career aspirations.
Transitioning from traditional accounting to consulting (00:20:15)
Kyle discusses his transition from traditional audit work to technical accounting advisory services.
The value of asking "why" and building relationships in accounting (00:23:26)
Kyle and the hosts discuss the importance of asking "why" in accounting work and building collaborative relationships with clients.
Reflecting on career decisions and due diligence (00:30:28)
Kyle and Joey discuss the importance of reflecting on career decisions and the value of due diligence in making career transitions.
Encouraging inquisitiveness and seeking advice (00:34:34)
Kyle encourages inquisitive individuals to seek advice and reach out for guidance in their careers.
Networking and Genuine Conversations (00:35:05)
Encouraging genuine conversations, networking, and the value of being genuinely inquisitive.
Transitioning to Consulting (00:36:14)
Discussion about the transition from traditional accounting to consulting and the importance of asking genuine questions.
Starting Own Firm and Due Diligence (00:37:14)
The due diligence process and the decision to start a new firm, including the challenges and risk involved.
Covid's Influence on Career Decisions (00:40:16)
Discussion about how the pandemic accelerated career decisions and altered perspectives on remote work and work-life balance.
Growth and Technology Integration (00:43:22)
Progress and growth of the firm, including the integration of technology and the expansion of the team.
Remote Work and Team Bonding (00:48:31)
The benefits of remote work, investing in team bonding, and the importance of retreats for team building.
Professional Advice (00:51:35)
The importance of delegating and not trying to do everything, along with the value of trusting and delegating tasks to the team.
Delegating skills (00:53:04)
Discussion about the importance of learning delegation skills in the accounting profession.
Contacting the guest (00:53:41)
Information on how to reach out to the guest and learn more about their firm, Zeroed-In Consulting.
Wrap-up and thanks (00:54:30)
The guest expresses gratitude for being on the show, and the hosts thank him for his time.
Job opportunities for young CPAs (00:54:35)
Information about remote work opportunities with Summit Virtual CFO and open positions at Anders CPAs and Advisors.
Previous Episode
Maintaining a Healthy Lifestyle During CPA Busy Season with Kendra Miller
“Breakfast really is the most important meal of the day because it's breaking your fast, allowing your body to use the food to rebuild muscle and do all these wonderful things it needs to do. By eating breakfast within 1 to 2 hours of waking, it helps regulate your hormones so you're less stressed, more apt to have a balanced metabolism, and you have the energy to support your most active parts of the day." – Kendra Miller
The finer details of this episode:
●Importance of maintaining a healthy lifestyle during busy accounting careers
●Insights and tips from a registered dietitian, Kendra Miller
●Challenges of staying active, especially while working from home
●Prioritizing well-being and maintaining a healthy lifestyle
Episode resources:
● Summit Virtual CFO by Anders website: https://www.summitcpa.net/
● Email us with questions or if you’d like to be a guest on the show: [email protected]
●We’re hiring! Check out our open positions: https://www.summitcpa.net/career-opportunities
●https://fuelinglifenutrition.com/work-with-us/
●https://www.instagram.com/dietitiankendra/
Timestamps:
The importance of nutrition and eating habits (00:00:00)
Discussion about the personal struggles of the hosts with nutrition and eating habits, and the importance of maintaining a healthy lifestyle.
Struggles with disordered eating and mental health (00:01:10)
Personal experiences of struggling with anxiety, depression, disordered eating, and the impact on physical health.
Shifting mindset and building healthy habits (00:05:33)
The impact of personal experiences on mindset and the importance of building healthy habits during off-seasons to support well-being during busy periods.
Importance of seeking professional advice (00:10:08)
Emphasizing the importance of seeking advice from credentialed professionals and finding reliable resources for nutrition and healthy living.
Kendra's journey into nutrition and health (00:11:56)
Guest, Kendra Miller shares her journey into nutrition and health, including her experiences as a competitive dancer and her transition into becoming a registered dietitian.
Strategies for maintaining healthy habits during busy seasons (00:15:19)
Tips for maintaining healthy habits during busy seasons, including consistent mealtimes, adequate water intake, and regular exercise.
Water intake tips (00:18:57)
Kendra shares tips on staying hydrated and enjoying water and teas.
Impact of breakfast (00:21:38)
Discussion on the importance of breakfast in regulating hormones and providing energy.
Intermittent fasting (00:23:26)
Controversial thoughts on intermittent fasting and its impact on sleep and metabolism.
Hormones and nutrition (00:26:05)
The impact of hormones on nutrition and the importance of balanced habits.
Meal planning and meal prepping (00:28:05)
The significance of meal planning and meal prepping for maintaining a balanced diet.
Access to nutrition resources (00:34:40)
Kendra suggests reputable sources and resources for gaining nutrition information, especially in food deserts.
Nutrition as a basic human right (00:37:01)
Discussion on the importance of access to fresh fruits and vegetables as a fundamental human right.
School lunch programs (00:37:17)
The benefits of school lunch and breakfast programs for children, providing balanced and nutritious options.
Balanced meal composition (00:39:46)
Insights on creating balanced meals with grains, fruits, vegetables, protein, and fats.
Quick and easy breakfast meals (00:41:19)
Tips for preparing quick and easy breakfast meals using frozen fruits and vegetables.
Importance of movement in daily routine (00:42:11)
Discussion on the significance of incorporating movement into the daily routine, especially for individuals working from home.
Benefits of short, frequent exercises (00:43:05)
Exploring the benefits of short, frequent exercises throughout the day for physical and mental well-being.
Emotional and social well-being (00:47:27)
The importance of combining social well-being with physical activities for overall health.
Managing stress eating (00:48:19)
Strategies for managing stress eating, including addressing the root cause of stress and making healthy snack choices.
Prioritizing well-being for fami...
Next Episode
Navigating Conflict Resolution: Insights and Tips for Young CPAs with Carol Bowser
“A conflict means something important is at stake. Empathy has an inverse relationship to conflict; the higher the conflict, the empathy bucket goes out because we're living in our own pain points.” -Carol Bowser
The finer details of this episode:
● Need for conflict-resolution skills in the workplace
● Navigating conflicts in a remote work environment
● Recognizing generational and cultural differences in conflict-resolution approaches
● Practical tips for handling unexpected conflicts and receiving feedback
● Importance of empathy and emotional intelligence in conflict resolution
● Advice for entering the workforce and approaching conflicts
Episode resources:
●Summit Virtual CFO by Anders website: https://www.summitcpa.net/
●Email us with questions or if you’d like to be a guest on the show: [email protected]
●We’re hiring! Check out our open positions: https://www.summitcpa.net/career-opportunities
●https://conflictmanagementstrategies.com/about-us/carol-bowser-jd/
●https://www.linkedin.com/in/carol-bowser/
Timestamps:
Introduction (00:00:00)
Overview of the podcast and its relevance to young accounting professionals.
Challenges in the Accounting Profession (00:00:23)
Discussion on the tough nature of the accounting industry and the need for conflict resolution skills.
Becoming a Conflict Resolution Expert (00:01:30)
Carol’s journey from employment law to becoming a conflict-resolution expert.
Understanding Conflict Resolution (00:05:15)
Defining conflict resolution and discussing the right and wrong approaches to handling conflicts in the workplace.
Personal Experiences and Insights (00:08:21)
Personal experiences and insights related to conflict resolution in the accounting industry.
Navigating Conflict in the Workplace (00:08:56)
The importance of developing conflict resolution skills early in one's career and the impact of experience on handling conflicts.
Power Dynamics and Generational Differences (00:10:22)
Exploring power dynamics, generational differences, and work-life balance in the context of conflict resolution.
Challenges in Remote Work Environment (00:12:03)
Challenges and adjustments in conflict resolution when transitioning to a more flexible and remote work environment.
Cultural Blindness and Communication Challenges (00:13:44)
Discussion on cultural blindness, communication challenges, and the impact of generational differences on conflict resolution.
Empathy and Multi-Layered Conflict Resolution (00:18:56)
The importance of empathy and multi-layered approaches to conflict resolution, including situational awareness and emotional intelligence.
The empathy-conflict relationship (00:21:04)
Discussion on the inverse relationship between empathy and conflict, emphasizing the need to recognize everyone's point of pain.
Preparation for conflict resolution (00:22:12)
Advice for initiating conflict resolution conversations in a neutral and empathetic manner, highlighting the importance of time for emotional catch-up.
Dealing with unexpected conflict (00:24:06)
Issues of unexpected conflict and seeks advice on responding in such scenarios.
Handling unexpected feedback (00:30:02)
Concerns about receiving feedback and seeks advice for younger CPAs, leading to discussion on fear of feedback and its impact on personal growth.
Navigating feedback and conflict in the workplace (00:31:16)
Challenges of giving and receiving feedback, highlighting the judgmental nature of feedback and its impact on personal and professional development.
Seeking clarity and asking questions (00:38:38)
Importance of asking questions about the organizational culture and decision-making processes, emphasizing the role of trust in navigating workplace dynamics.
Interviewing the firm (00:40:17)
Significance of candidates asking about conflict resolution in an interview, highlighting the power balance and the freedom to interview the firm.
Conflict Resolution in the Workplace (00:41:26)
Discussion on advice for handling conflicts in the workplace and finding comfort in conflict resolution.
Approaching Conflict Conversations (00:41:55)
Insights on recognizing the importance of conflicts, framing proposals, and understanding the other party's ask in conflict c...
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