In this episode, Calvin Harris Jr. interviews Leroy Kerry, co-founder and CEO of Fylde, an AI-powered tax preparation company. They discuss Leroy's unique journey from architecture to accounting, the challenges faced by small accounting firms, and the transformative potential of AI in the tax preparation process. Leroy shares insights on the importance of AI readiness in the accounting profession and the future of continuous learning for accountants. They also explore contrarian views on private equity in the accounting space and what it means for the future of the profession.

In this episode of the Trusted Professional Podcast, host Calvin Harris Jr. speaks with Peter Olinto, a seasoned CPA, CFA, and JD, about his extensive journey in the accounting and finance fields.

They discuss the evolution of the CPA exam, the importance of credentials, the challenges faced by accounting professionals, and the impact of technology on the industry. Peter shares insights on the necessity of sales skills in public accounting, the intersection of law and accounting, and the significance of training future accountants. The conversation highlights the changing landscape of the profession and the value of mentorship and networking. In this engaging conversation,

In this episode of the Trusted Professional Podcast, Lexi Weber discusses her journey into the accounting profession, the challenges faced by accountants today, and the impact of technology and AI on the industry. She emphasizes the importance of mentorship and communication in supporting the next generation of accountants and shares insights on the AICPA's Rise 2040 project, which aims to envision the future of the profession. Lexi also addresses common misconceptions about accountants and highlights the need for innovative projects to enhance the profession's adaptability and relevance.

In this episode of the Trusted Professional Podcast, host Calvin Harris Jr. speaks with Julianne Gutierrez, a CPA with over 19 years of experience in accounting and finance. They discuss Julianne's journey into accounting, her career progression, the challenges faced in the profession, and the misconceptions surrounding accountants. Julianne shares her insights on the importance of leadership and retention in accounting, as well as her innovative ideas for transforming the profession through media. The conversation highlights the need for better representation and understanding of the accounting field.

In this episode of the Trusted Professional Podcast, Byron Patrick shares his journey from a young entrepreneur delivering newspapers to a CPA passionate about leveraging technology in the accounting profession. He discusses the evolution of technology in accounting, the importance of human skills, and the misconceptions surrounding the role of accountants, especially in the age of AI. Byron emphasizes the need for CPAs to build relationships with clients and adapt to the changing landscape of the profession. He also shares his innovative ideas for the future of accounting and reflects on the significance of his tattoo, which symbolizes his commitment to the profession.

In this episode of the Trusted Professional Podcast, Calvin Harris Jr. speaks with Stacey Ryan-Cornelius, the Global Chief Financial Officer at Burson. They discuss Stacey's journey into accounting, the evolving role of the CFO, the impact of technology and AI on the profession, and the importance of communication and leadership in finance. Stacey emphasizes the need for accountants to be seen as strategic partners rather than just number crunchers, and she shares her personal insights and interests, including her love for MMA fighting.

In this episode of the Trusted Professional podcast, Calvin Harris Jr. speaks with Mike Quinn, a CPA and CFO in the not-for-profit sector. They discuss Mike's journey into accounting, the challenges faced in the profession, the impact of AI on accounting practices, and the importance of continuous learning. Mike shares his experience of becoming a Chartered Accountant in Ireland and reflects on the value of CPAs in practice. The conversation highlights the evolving landscape of accounting and the need for professionals to adapt and grow.

In this episode of the Trusted Professional Podcast, Kevin Matz, President of the New York State Society of CPAs, shares his unique journey from aspiring musician to a prominent figure in the accounting profession. He discusses the importance of professional committees, the challenges facing the accounting industry, and the need for financial education. Matz emphasizes the role of community and innovation in shaping the future of accounting, particularly in the context of emerging technologies.