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Michigan CPAs get real as we take it ‘off the ledger’ and cover everything from stories, personal financial tips, leadership development to honestly- who knows? We’re just getting started! Tune in as ... more
FAQs about Off the Ledger:How many episodes does Off the Ledger have?The podcast currently has 55 episodes available.
March 26, 2025Cents & Sensibility: A Guide to Financial LiteracyOn this episode of Off the Ledger, Joe sits down with the Founding Partner of J&F Advisors, Ashley Johnson, CPA, EA, and discusses the importance of financial literacy and her work introducing high school students to accounting, as well as preparing students for CPA careers and the broad opportunities within the accounting profession....more13minPlay
February 25, 2025Go with the Flow...Through EntityThis month, Joe chats with John Eardley, CPA, MST from Crowe LLP about Michigan’s flow-through entity tax, its complexities, and recent legislative changes aimed at simplifying compliance for taxpayers and CPAs....more19minPlay
January 27, 2025Quality ManagementIn this episode, Joe sits down with MICPA Senior Vice President, Peggy Jury, CPA, CGMA to talk about the new quality management standards for accounting firms, which include risk assessment, communication documents, and annual monitoring. ...more16minPlay
December 17, 2024The Return of BobIn this special year-end episode, Bob Doyle, president and CEO of MICPA, returns to reflect with Joe on MICPA’s 2024 accomplishments, including the importance of cultivating leadership, inspiring future CPAs, and celebrating the accounting profession's impact. Bob also previews some of the exciting plans for 2025 with insights into the Michigan accounting landscape and MICPA’s ongoing efforts to support members and the profession....more19minPlay
November 26, 2024The Letter of the LawIn this episode, Reed Freiberger, CPA, a supervisor at Gordon Advisors PC, joins Joe to discuss the nuances of tax law, particularly the role of creativity in managing complex issues such as sales tax, property tax, and state tax compliance....more12minPlay
November 07, 20242024 Election UpdateAs the dust settles after a historic election, MICPA podcast host Joe Colosi checks in with Becky Bechler, managing partner at Public Affairs Associates in Lansing.Unpack the results and impacts on Michigan’s CPAs, their organizations, and clients. ...more12minPlay
September 24, 2024The Science of Ethical Decision MakingThis month Joe talks with Albert D. Spalding, CPA, JD, PhD, Associate Professor Emeritus at Wayne State University to discuss ethical decision-making in accounting. They explore whether ethics are innate or learned through two court cases highlighting moral development and discuss the importance of the AICPA’s Code of Professional Conduct....more19minPlay
August 27, 202430 Best Practices for Building & Growing Client Relationships (Part 2)In a continuation from the last episode, Joe is joined one more time by Jeff Rayis, CPA, CTP, MBA who is the former VP of Treasury at Michigan State University and the new CFO at Indiana Wesleyan University. They proceed through the rest of the 30 best practices for building and growing client relationships that Jeff had previously started discussing last month. Will they be able to get through the final 15 in this episode? Yes. Yes, they will....more14minPlay
July 24, 202430 Best Practices for Building & Growing Client RelationshipsIn this episode, Joe is joined by the former VP of Treasury at Michigan State University and new CFO at Indiana Wesleyan University, Jeff Rayis, CPA, CTP, MBA. They discuss the 30 best practices for building and growing client relationships that Jeff has discovered during his career. Will they be able to get through all 30 of them in just one episode?...more24minPlay
June 26, 2024Transformation is an Inside JobThis month Joe talks with Charlotte Stallings, president and CEO of Charlotte Stallings Enterprises in Houston, TX. Together they explore the idea of transformation being an inside job, discussing how embracing change and overcoming internal obstacles are crucial for personal and professional growth....more18minPlay
FAQs about Off the Ledger:How many episodes does Off the Ledger have?The podcast currently has 55 episodes available.