Part 2 of John Randolph’s special episode featuring Jeremy Clopton and Heath Alloway of Upstream Academy and the Upstream Leader Podcast continues on CPA Life, as the trio pick up their discussion of intentionality, a theme which runs through so many threads in the accounting profession. Intentionality is central to their discussions about creating firm culture, the value of deliberate planning, and the importance of effective mentorship. They emphasize that meaningful relationships and culture require intentional effort, even in a post-pandemic, hybrid work environment, also highlighting the importance of focusing on the right work, the right clients, and the right leadership style, best achieved through coaching and feedback. Among the ways to implement these themes successfully is by maintaining standards rather than rigid rules, and always keeping in mind the potential for an astronomical ROI when you invest in your people.

Get the full show notes and more resources at CPALifePodcast.com

Jeremy Clopton and Heath Alloway of Upstream Academy and The Upstream Leader Podcast join host John Randolph to discuss innovation and sustainable careers in public accounting on Episode 46, part one of a special two part episode. As influential thought leaders with more than a quarter of a century of accounting experience between them, Jeremy and Heath stress the importance of intentional leadership, creating a vision and culture that you actually stick to, and fostering a sense of community within your firm. John brings insights that connect with his Talent + Advisory offering, particularly focusing on the need for intentionality in leadership. They all emphasize how important it is for leaders to take ownership, be purposeful, and connect with their teams to drive engagement and success.

Get the full show notes and more resources at CPALifePodcast.com

Episode 45 of the CPA Life Podcast features Anshul Chawla, Director of Corporate Development at Chawla & Chawla, PC, in conversation with John Randolph about his journey through public accounting and private equity. From working at Big Four firms and a private equity firm to returning to his family-run CPA firm having gained experience there as a child, Anshul discusses modernizing the firm, enhancing employee experience, the value of communication, and integrating younger talent. He also provides insights on navigating the influx of private equity into the profession, emphasizing the importance of maintaining firm culture amidst the potential for such rapid growth and change.

Get the full show notes and more resources at CPALifePodcast.com