Rewind: Building a Remote Firm from the Ground Up
CPA Life
Zane Stevens co-founded Protea Financial, an accounting firm focused on the wine industry, and it was remote from the beginning. We look back on his conversation with on this special CPA Life Rewind Episode 81 about how this allowed him to treat employees like adults and provide flexibility in their roles. He also emphasizes the benefits of niche focus, arguing that firms that try to be everything to everyone often underdeliver. Zane notes that communication is often the biggest challenge for remote teams, requiring purposeful structures and frequent adjustments. Still, he finds that remote...
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CPA Life Rewind: Looking Ahead to the Future of Accounting
CPA Life
We take a look back at John Randolph's conversation with Liz Farr, host of The Disruptors Podcast on CPA Trendlines, on CPA Life Rewind Episode 80. Liz’s insights on innovative practices in accounting, the talent pipeline, modern methods and more, are things you simply don’t want to miss. So whether you caught Liz’s appearance the first time around or not, stay tuned for expertise on the profession that you’re not likely to find anywhere else. Get the full show notes and more resources at
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The Next Chapter of CPA Life: Fill Your Cup
CPA Life
For Episode 79 of CPA Life, a different sort of show: John Randolph and producer Justin Grant take a candid look at the evolution of the podcast itself. John, inspired by his recent break from social media, reflects on the boundary setting, creating margins for yourself, finding joy both inside and outside of work, and what productivity actually is and means. From stories about aligning personal values with professional roles, the impact of meaningful client relationships and more, John drinks directly from the podcast’s well in exploring the direction he plans to take Benaiah Consulting...
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CPA Life Rewind: Building a Modern Firm with an Eye to the Future
CPA Life
Check out this edition of CPA Life Rewind, as we reflect on John Randolph's conversation with Matt Patrick, the president and founder of Patrick Accounting and Whirks. They discuss the vision Matt has executed to build a modern, efficient, people-centric accounting firm. While focusing on the importance of retaining great employees, creating a family-friendly work environment, and developing a sustainable business model, Matt also delves into accounting’s many challenges, particularly around the impact of technology and talent retention. With a focus on core values and fostering a culture of...
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Lessons in Leadership and Letting Go: The Courage to Change
CPA Life
John Randolph picks up part 2 of his conversation with Nate Goodman, founder of Goodman CPA, on Episode 77 of CPA Life. Diving deeper into the bold decisions and core values shaping his firm’s future, Nate discusses the challenges and rewards of moving away from traditional tax compliance work, the importance of building the right team, how faith and family guide every step, and more. Nate is candid about letting go of legacy clients and navigating growing pains, as well as about the ambitious goals he has for his firm, including increasing his numbers by 10x over the next several years. But...
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Growth, Generosity, and Going Against the Grain
CPA Life
Nate Goodman’s path from church ministry to leading a fast-growing accounting firm is anything but ordinary. Episode 76 of CPA Life kicks off part one of John Randolph’s two-part sitdown with Nate, the founder and president of Goodman CPA, to unpack how his faith, passion for helping others, and commitment to God’s purpose have shaped his mission to challenge the status quo and build a people-first, purpose-driven practice. Nate shares insights on dealing with rapid growth, the lessons he learned from his firm’s early struggles, and the depth of his focus on generosity and community...
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Passion for Making Your Business a Success
CPA Life
What happens when a CPA firm ditches tradition and builds everything around people, purpose, and possibility? Sarah Jones, founder of Sarah Jones CPA, joins John Randolph on Episode 75 of CPA Life, and she reveals how a small-town mindset, bold leadership, and a dash of hot pink can transform the accounting world. From rethinking value to embracing remote work and radical clarity, this conversation is a candid look at what it takes to grow a firm—and a career—on your own terms. Whether you’re a firm leader rethinking your approach, an accountant seeking inspiration, or simply curious...
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CPA Life Rewind: Growth, Culture, PE and More
CPA Life
We look back at John Randolph’s conversation with Anshul Chawla, Director of Corporate Development at Chawla & Chawla, on CPA Life Rewind Episode 74. From working at Big Four firms and in private equity, to returning to his family-run CPA firm, Anshul has a deep, varied perspective on accounting, and he is full of useful thoughts about what you can do to improve your firm’s efficiency, culture, and talent acquisition and retention. His firm has undergone an extensive modernization process, enhancing the employee experience in addition to efficiency, and they have made the affirmative...
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CPA Life Rewind: Getting Your Time Back and Making More
CPA Life
CPA Life Rewind features accounting firm coach Geraldine Carter this week, as we look back on the highlights of her two-part conversation with John Randolph on Episode 73. With a background in engineering, Geraldine’s experience in founding her own business led her to realize the challenges many CPAs face as business owners themselves. She talks about how to simplify your practice and create value for your clients that they want to pay you more for, reducing your hours while increasing your income, narrowing your focus and niching to make your work easier both to do and to market, and more...
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Mentors Count: Empowering Emerging Accountants
CPA Life
CPA Life welcomes Yuri Kapilovich, #TheFunCPA, back to the podcast to talk to host John Randolph about his newly created Mentors Count community. The managing partner of Kapilovich & Associates, Yuri saw the need for mentors in public accounting due to the decline of available time and the pipeline problem within the industry, so he founded Mentors Count to serve as a community where up and coming accountants could go to regain some of that lost mentorship. From tax technical support, essential career development advice, mental health discussions and more, Mentors Count is designed to be...
info_outlineMatt Patrick, the president and founder of Patrick Accounting and Whirks, has felt called to entrepreneurship since a remarkable sequence of events that occurred early on in his initially very traditional career. He joins John Randolph on Episode 70 of CPA Life to discuss the vision he’s executed to build a modern, efficient, people-centric accounting firm. While focusing on the importance of retaining great employees, creating a family-friendly work environment, and developing a sustainable business model, Matt also delves into the challenges accounting faces today, the impact of technology, and the keys to retaining talent. The episode underscores the significance of hiring based on core values and fostering a culture of continuous learning and trust, while also seeking out advice from others who have been there before and made the same mistakes you’re making.
Get the full show notes and more resources at CPALifePodcast.com