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CPA Life

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Rating
★★★★★
4.9
from
8 reviews
Categories
This podcast has
97 episodes
Language
English
Publisher
John Randolph
Explicit
No
Date created
2023/01/31
Latest episode
2026/09/09
Average duration
33 min.
Release period
20 days

Description

CPA Life, with host John Randolph, focuses on local CPA firm leaders across the country who go against the grain in building exceptional organizations through non-traditional practices. They show there are firms outside of the Top 100 where you have the ability to build a sustainable, family-friendly career in accounting. Listen in and discover that's not the exception – but the rule!

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Check latest episodes from CPA Life podcast


Pipeline Pulse: The Three Hiring Mistakes Killing Your Growth
2026/09/09
On Episode 97 of CPA Life, John Randolph returns to the Pipeline Pulse, a quarterly deep dive into what's actually happening inside the hiring market in accounting. Firms keep treating capacity planning as a tax-season scramble rather than a year-round discipline, and it shows, with one East Coast firm losing a quarter million dollars in business before realizing they needed to hire thirteen people in a single year. Candidates aren't chasing bigger paychecks either, with one example, a senior with fourteen years of experience who turned down a manager promotion because it demanded 2,000 billable hours. Simply put, she valued flexibility over title. Meanwhile, firms keep recruiting for advisory skills nobody's training for internally, and they treat their talent pipeline like a faucet they can turn on only when a seat opens up. Trust, reputation, and relationships built long before a vacancy exists turn out to matter more than any resume count, and that's a shift in mindset that separates firms building real staying power from those stuck reacting month to month and quarter to quarter. Get the full show notes and more resources at CPALifePodcast.com
Anything But Typical: Build a Firm that Outlasts You with Adam Boatsman
2026/07/29
As we rejoin John Randolph's conversation with Adam Boatsman on Episode 96 of CPA Life, we learn that Adam didn't set out to sell BGW. He just wanted to be able to take a two-week ski vacation, realizing he'd built a firm too dependent on him to allow it. That single, honest admission cracks open a wider conversation about what it actually takes to build something that survives its founder. Adam traces the real story behind BGW's private equity partnership with Ascend, born less from financial pressure than from a succession plan that surprised him. He talks candidly about diminishing returns past 60-hour weeks, the myth that people quit jobs they hate rather than places that exhaust them, and the uncomfortable math AI is forcing onto every compliance-driven firm. Beneath the tactics sits a simpler thesis: firms don't scale because owners work harder, they scale because owners learn to let go, invest in people, and trade suits of armor for something closer to being human. Get the full show notes and more resources at CPALifePodcast.com
Anything but Typical: A Different Way with Adam Boatsman
2026/07/22
Adam Boatsman failed out of engineering, drifted into accounting almost by accident, and spent his early Big Four years complaining over beers about how there had to be a better way—so he built it. As managing partner of BGW, he's turned "anything but typical" into an actual operating philosophy: chasing the right clients instead of the easy money, treating culture as a strategic asset rather than something that just happens, and learning the hard way that the loudest underperformer in the room usually costs you your best people. On Episode 95, part 1 of this special two part episode of CPA Life, John Randolph digs into the lessons from Adam's endurance racing that shaped his leadership, the quadrant of employee engagement that changed how he manages, and why "quiet cracking" might be a bigger threat to your firm than anyone quitting outright. Along the way, Adam makes the case that grace, autonomy, and a little bit of humanness go further than any perfectly polished management playbook. Get the full show notes and more resources at CPALifePodcast.com
Infrastructure, Not Inventory: Rethink Your Talent Model
2026/07/08
Brendan Morahan built his firm without a single full-time hire, running it almost entirely on contractors, and he's convinced it's the model most accounting firms are too slow to see coming. In this conclusion of a two-part conversation with John Randolph on Episode 94 of CPA Life, Brendan argues that the tax manager role has become an impossible trade: firms won't offer equity or partnership, and the people qualified for the job already know they can go build something of their own. So he's assembling a roster of vetted senior tax managers willing to work as contractors, embedded in pods, splitting time between client work and their own emerging practices. John pushes back on the obvious tension. What happens when a firm owner wants loyalty, not a bridge to someone else's business? They examine hourly billing, remote work, private equity's effect on morale, and what ownership might even mean a decade from now, as the old assumptions about paying dues for a partnership keep collapsing. Get the full show notes and more resources at CPALifePodcast.com
Stop Chasing Clients and Start Keeping Them with Brendan Morahan
2026/07/01
After a decade in Big Four audit and private equity finance, Brendan Morahan saw two partner-track opportunities collapse in the space of six months. He didn't set out to start BPM CPA, but he found himself in December 2023 with few good options and a lot of hard-won opinions about how small firms were getting it wrong. Within three years he had built a million-dollar practice by doing almost the opposite of what most firm owners do. In part 1 of this special two part conversation with John Randolph on Episode 93 of CPA Life, Brendan makes a pointed case that the traditional partnership model is losing its pull on the most capable people in public accounting, that the tax manager role is the single most critical and irreplaceable position in any small firm, and that advisory isn't a service tier you can bolt on. It's either already in your nature, or it just isn't. Get the full show notes and more resources at CPALifePodcast.com
CPA Life Rewind: Empowering Emerging Accountants with Yuri Kapilovich
2026/05/27
CPA Life returns with a Rewind episode with Yuri Kapilovich, #TheFunCPA. His conversation with host John Randolph focused on his newly created Mentors Count community. The managing partner of Kapilovich & Associates, Yuri saw the need for mentorship 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 open and welcoming, especially when folks have questions they might not feel comfortable asking at work. Get the full show notes and more resources at CPALifePodcast.com
CPA Life Rewind: The Evolution of Recruitment in Accounting
2026/04/01
We look back at John Randolph's sitdown with Allan Fisher, president and founder of Premier Financial Search, on this special CPA Life Rewind Episode 91. Drawing on his own background as an accountant-turned-recruiter, Allan brings a rare "from the other side" perspective to talent acquisition in this wide-ranging conversation. Together they explore how firms that embraced empathetic leadership and stronger benefits in the wake of COVID have seen real gains in retention, and why showing up to candidate interviews with your best people is no longer optional. The conversation also covers how the competitive landscape has shifted from local to national, the edge boutique firms have carved out as a result, and some persistent myths around accounting recruitment. Allan further tackles the complications private equity is introducing to the industry, ongoing talent shortages, offshoring, CPA credentialing challenges, and the strategies firms can use to tell a more compelling story, and one that attracts and keeps the talent they need. Get the full show notes and more resources at CPALifePodcast.com
Fill Your Own Cup First
2026/03/04
Information overload isn't just inconvenient, it's triggering a nervous system response our brains haven't evolved to handle. Lisa Poslusny rejoins John Randolph for part two of their unscripted, candid conversation on Episode 90 of CPA Life, and this accountant turned mental fitness coach breaks down why knowing everything about everyone creates the kind of stress our ancestors reserved for encountering tigers. The remedy starts with what you do the moment you wake up: Getting out of bed to feel your feet on the floor, focusing on those first few minutes, you're building the capacity to control where your attention goes instead of letting worry hijack the day. John admits he guards his first three and a half hours like a vault, refusing to apologize for what someone once called selfishness. You can't pour from an empty cup, and most people battering their way through tax season are running on fumes. Lisa's "accept or convert" principle cuts through the noise, and she says you just need to find one small step forward or make peace with reality and move on. The hardest part? Self-love. Even serial givers struggle to extend themselves the same grace they offer everyone else. Race car drivers pit stop for the same reason we all need to: you can't cross the finish line if you spin out before you get there. Get the full show notes and more resources at CPALifePodcast.com
Playing to Your Strengths: Rethink Talent Development
2026/02/25
Lisa Poslusny left corporate accounting thinking life would feel different, only to discover she'd packed her stress right along with her. Now a mental fitness coach specializing in accounting professionals, she's learned that changing circumstances isn't enough, and the real work happens internally. Her candid, unscripted conversation with John Randolph on Episode 89 of CPA Life moves from personal transformation to industry-wide challenges, touching on everything from the saboteur assessment (those automatic negative thought patterns that reflect overused strengths) to why accounting firms waste energy trying to fix people's weaknesses instead of amplifying what they do best. There are many gems here: a Houston firm that built a multimillion-dollar practice by hiring part-time working moms, a tax director who found the one firm willing to let him build his own practice on the side, and a managing partner who finally admitted the real reason he opposed remote work was simply because he didn't want it. And the thread connecting it all? "Conventional wisdom" in the accounting profession is in serious need of deconstructing. Get the full show notes and more resources at CPALifePodcast.com
Pipeline Pulse: What's Really Driving the Profession in 2026?
2026/02/11
Host John Randolph launches a new quarterly segment called Pipeline Pulse, pulling back the curtain on what's actually happening in CPA talent conversations right now, on Episode 88 of CPA Life. Drawing from scores of interviews with accountants quietly exploring their options, he identifies three critical disconnects plaguing firm hiring: Most firms still treat capacity planning like a last-minute scramble instead of a year-round discipline, leaving them perpetually understaffed when resignations hit in January. They're also selling compensation hard while candidates are buying something entirely different; one senior with 14 years of experience would take a lateral move just to escape the 2,000-billable-hour requirement standing between her and manager. And firms keep saying they want advisory-focused talent while hiring purely for compliance skills, expecting client-facing confidence to materialize without training. The through-line? Recruiting can't be transactional anymore, because firms get measured by trust and reputation, not résumé counts. Get the full show notes and more resources at CPALifePodcast.com
Rewind: Ensuring Fair Pay in the Profession
2026/01/28
Dominic Piscopo's journey in accounting started at a Big Four firm in Canada, where he discovered his firm was paying its employees well below the average in his area. We look back at his conversation with John Randolph on CPA Life Rewind Episode 87 about how that experience, among others, led to him launching Big 4 Transparency, a platform which tracks salary data in the profession. Dom talks about Big 4 Transparency's transformation from community project to full-time venture as a result of his feeling a "social responsibility" to supply this information for free to the community while taking on firm clients who want to understand where their offerings stand in the marketplace. Underscoring the strategic use of timely data to attract and retain talent, Dom talks about how transparent compensation practices can promote employee satisfaction and prevent wage stagnation, benefiting firms of all sizes. Get the full show notes and more resources at CPALifePodcast.com
Breaking the Tax Season Cycle: Finding Balance
2026/01/14
When Brenda Cannon realized that tax season chaos didn't have to be a foregone conclusion, she set out to reimagine her entire firm. Brenda shares how she moved from the brink of burnout on Episode 86 of CPA Life, juggling 1,500 clients and sleepless nights, to building a practice where April 15th is just another day. She tells John Randolph that by introducing intentional scheduling, raising fees, and letting go of the "we've always done it this way" mindset, Brenda not only transformed her own work-life balance but also created SchedulEase, a tool now helping other accountants do the same. Along the way, she's confronted industry resistance, client education hurdles, and the deeply ingrained beliefs that keep so many stuck in survival mode. Her story is a testament to the power of questioning tradition and designing a firm that truly works for its people. Get the full show notes and more resources at CPALifePodcast.com
Beyond Strategy: The Human Side of BD
2025/12/31
Neil Barrow returns for part 2 of his special double CPA Life episode to unpack the realities of business development beyond buzzwords. John steers the conversation from the pitfalls of hiring for growth without a plan, to the delicate dance of balancing capacity and opportunity within your firm, and Neil's philosophy is refreshingly straightforward: keep things simple, focus on relationships, and don't lose sight of what actually works. You won't want to miss the unexpected parallel Neil draws between perfecting an award-winning chili recipe and building a business, or his insight into how beer tastings can open doors to new clients just as effectively as chamber of commerce meetings.  Get the full show notes and more resources at CPALifePodcast.com
Not Just Sales, But Strategy
2025/12/24
John Randolph returns to the mic to sit down with Neil Barrow, founder of EnabledBD, on Episode 84 of CPA Life. Together, they unravel the real mechanics of business development in CPA firms, as Neil draws on his journey from structured software sales to the unpredictable world of accounting firm growth. Challenging the myth that business development is just about sales or personality, Neil frames it as a skill: one that can be built, measured, and tailored to each individual's strengths. A discussion well beyond buzzwords, the pair focus on practical strategies for deepening client relationships, fostering accountability, and building systems that don't box people in. If you understand it's time to rethink what it means to grow a firm, to consider how even small, consistent actions can transform both culture and results, then check out part 1 of John's conversation with Neil now. Get the full show notes and more resources at CPALifePodcast.com
Rewind: Go Full Send on Your Accounting Journey
2025/12/10
We look back at John Randolph's conversation with Roman Villard, co-founder of Full Send Finance, on Episode 83 of CPA Life. Sharing his journey from finance major to starting his own firm, Roman emphasizes the importance of a culture-forward approach and how that helped Full Send shoot out of the blocks, growing from zero to 12 full-time employees in just over two years. Roman leveraged technology to great effect, particularly improving employees' work-life balance, and he dives into discussing the things that have given Full Send cross-generational appeal. Hybrid working is a significant factor, along with a resonant brand narrative. This episode touches on so many vital aspects that can make or break the success of your own firm, so whether you missed this one the first time around, or just want a refresher, you'll definitely want to tune in now! Get the full show notes and more resources at CPALifePodcast.com

Podcast reviews

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4.9 out of 5
8 reviews
★★★★★
Small town girl CPA 2023/06/14
Great podcast for aspiring CPA’s
I thoroughly enjoy listening to this podcast and can’t wait for the next episode to come out. John covers a wide range of topics not just what CPA fir...
★★★★★
Mike D 3718 2023/02/28
Great discussions!
This podcast is a breath of fresh air. I’m glad you guys are putting this information out there, and connecting with other CPA firms that are operatin...
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