Breaking Beliefs

A promotion is both an opportunity and a responsibility. And it is never without challenges. In today’s interview with Grace Horvath, President and CEO of CPAmerica, we discuss what it takes to create an intentional succession plan for leadership. She shares some important tips on transitioning not only yourself but also your replacement, and how coaching and feedback can help you become successful in your new role. Tune in and learn how you can be more intentional in your succession planning!

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Claim that power to attain the goals you have always dreamed of for yourself. You can make it happen as long as you believe in yourself and work harder than ever! Join your host Amy Vetter for an interview with Lauren Fitch, COO of Hannis T. Bourgeois, LLP. In this episode, they discuss her drive and determination to become a lawyer against all odds and how her career pivoted based on economic conditions that created a career she could have never imagined. Lauren emphasizes the beautiful results of self-confidence, improving your skill sets, understanding yourself, and learning how to adapt to change. She also discusses tips on overcoming obstacles and being organized through collaborative tools. Tune in to embrace a mindset that will help you take your life to the next level.

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We live in a world full of distractions. Sometimes, while on our way towards our goals, we get sidetracked and see only what's in front, forgetting about what we're working on in the first place. Amy Vetter's guest for this episode tells us the value of having faith, walking by it and not by sight. Amy sits down with Angela Collie, CPA, CEO of AFC CPA Accounting and Tax Services. In this interview, they discuss the importance of having faith and the belief that you can accomplish anything you put your mind to. Angela takes us across her journey of beginning her business and creating client advisory services, injecting the power of faith as she continues the path to achieving her goals and helping people fulfill their needs.

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In our hustle culture today, setting the boundary between work and life has been increasingly challenging. However, our guest in this episode says, you don’t need to be superhuman! Don’t be so hard on yourself. Amy Vetter interviews the CEO of the Connecticut Society of CPAs, Bonnie Stewart. Together, they discuss the impact Bonnie’s father, family, and Executive Coach had on her development as a leader and advocate. She then shares insights on how acknowledging your limitations, setting boundaries, and prioritizing can make a much more balanced and fulfilling life. You can still be good at everything and still have balance if you stop being so hard on yourself. Don’t miss out!

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In today’s business landscape, Client Advisory Services (CAS) is a fast-growing area. But what does it take to create a next-level CAS practice? Today, Brian Long and Jodi Bieber from  JC & Company join Amy Vetter to discuss their journey as a practice and developing a new service line, what mindset it takes to create a CAS practice, and how to continue to grow and scale. 

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Jeremy Parsons has spent many years as a high school teacher and coach before achieving his childhood dream of becoming a Fair Manager. Today, we interview Jeremy about his family background of volunteerism in the community and how it led to his love of the Fair and creating a career that fulfills him.

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A big part of leadership involves reaching out and supporting others. We learn this today from Mark Koziel, CPA, CGMA, and President and CEO of Allinial Global. In this episode, he talks about the importance of mentors in his life to help him navigate his career and what he learned from them that he uses as a leader today. When his parents divorced, he realized that he was always looking for a father figure in every place and work he went. He considers those father figures as his mentors, which is why he was able to achieve where he is today. Join us to know more about managing a company, taking care of your people, and prioritizing your customers. 

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When we take ourselves too seriously, we lose the joy of doing business. Amy Vetter welcomes Sheri Muntean, a Certified Public Accountant and Managing Partner of Shamballa Centre. Sheri talks about how doing business can be a retreat because it's a conscious choice. You don't have to be doing what you do, but you choose to do it. And you had your reasons. Here's the key: it's when you own your choice that you feel empowered. Another secret? Enrich yourself by having a genuine connection to the community you built. Tune in!

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What exactly does being a leader entail? We find out from this interview with James Metzler, CPA, CGMA and founder of the Metzler Advisory Group. James has been coaching and helping emerging leaders and partners to develop the leadership skills they need to be successful in a CPA practice. During this interview, he talks about his journey to becoming a CPA, the pivots he took during his career, the importance of a 360, and the lessons we learn as leaders when we are open to the process. Find out his inspiration and what keeps him motivated in this episode by staying tuned!

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Does looking at your calendar make you feel stressed? Are you constantly worried about the number of meetings you have yet to attend? In today’s B3 Break, take two minutes to change your mindset around the word “no.” Amy Vetter is here to help you step back, look at your calendars, and determine the things you should prioritize more. Listen in and discover how saying no can be the healthiest thing you do for yourself and those around you.

Love the show? Subscribe, rate, review, and share! http://amyvetter.com/breakingbeliefspodcast