Virtual Rolodex hosted by TXCPA Houston

Beyond the Numbers: Becoming a Trusted Advisor and Helping Business Owners Plan for the Future

Episode Summary

Are you simply providing a service to your clients, or are you becoming the trusted advisor they turn to when important business decisions arise?

In this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek sits down with Scott Pooch, a longtime 401(k) professional with a background in coaching and teaching, to explore how CPAs and other professional service providers can move beyond transactional relationships and become indispensable resources for their clients.

Scott shares insights on helping business owners prepare for the future through proactive exit planning, retirement plan optimization, employee retention, and operational improvements. They discuss why business owners often avoid conversations about leaving their businesses, how to reduce a company's dependence on its owner, and why preparing for an eventual exit can create a stronger, more valuable business today.

The conversation also highlights the importance of building meaningful client relationships, asking better questions, and providing value beyond traditional accounting and financial services. Whether you're a CPA, business owner, financial advisor, or professional service provider, this episode offers practical strategies for strengthening client relationships while helping businesses prepare for long-term success.

What You'll Learn

- Why moving from service provider to trusted advisor is essential for building lasting client relationships

- How asking the right questions can uncover opportunities to provide greater value to clients

- Why business exit planning should begin years before an owner intends to sell or transition

- How retirement plan design and optimization can support tax planning, employee benefits, and wealth diversification

- Why operational systems, documented processes, and cross-training increase business sustainability and transferable value

- How employee retention and workplace wellness contribute to stronger business performance

- Why CPAs should help clients prepare for unexpected ownership transitions—not just planned retirements

Key Leadership Insight

The true measure of a trusted advisor isn't just the quality of the work you provide. It's whether your clients think of you when they need guidance beyond your specialty.

As Scott explains, one of the best indicators of a trusted relationship is when a client proactively reaches out with a question that has nothing to do with your primary service.

Strong professional relationships are built by understanding the bigger picture, asking thoughtful questions, and connecting clients with the right resources—even when those resources fall outside your expertise.

Why This Matters

Business owners spend years building their companies, but many never stop to consider what would happen if they could no longer be involved in daily operations.

For CPAs and financial professionals, these conversations present an opportunity to deliver value far beyond tax returns and financial statements.

Helping clients evaluate their retirement plans, strengthen operational processes, retain employees, and prepare for ownership transitions can protect both the business and the owner's financial future.

Scott also introduces the five common reasons owners may exit earlier than expected: death, disability, divorce, disagreement, and disinterest.

The message is clear: Exit planning isn't just about selling a business someday. It's about building a business that can succeed without depending entirely on its owner.

As AI continues to transform professional services, the ability to provide proactive, relationship-driven advice will become an increasingly important differentiator.

About the Guest

Scott Pooch is a business planning and retirement plan professional with a background in coaching, teaching, and extensive experience in the 401(k) industry.

His work focuses on helping business owners strengthen their companies through retirement plan optimization, employee retention, operational excellence, and business exit preparation.

Through his developing Four-Lever System, Scott emphasizes practical strategies designed to improve business performance, reduce owner dependency, and maximize long-term transferable value.

Connect with Scott

LinkedIn: https://www.linkedin.com/in/scott-pooch/

Email: scott@scottpooch.com

Don't Assume, Ask: The Leadership Conversations That Build Stronger Teams

Episode Summary

What if one of the most effective ways to retain your best employees takes just 15 minutes?

In this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek sits down with Julie Thiel of TTS Company, an HR professional with 30 years of experience, to discuss why strong leadership starts with meaningful conversations. While CPAs and finance professionals spend years developing their technical expertise, managing people, communicating effectively, and supporting career development require an entirely different set of skills.

Kristie and Julie explore the importance of regular one-on-one meetings, creating opportunities for honest career conversations, and helping employees take ownership of their professional growth. They also discuss how leaders can recognize potential they may not see in themselves, navigate concerns about losing talented employees, and prepare their teams for the demands of busy season.

Whether you're a firm leader, manager, emerging professional, or someone looking to take the next step in your career, this conversation offers practical strategies for building trust, strengthening relationships, and creating a workplace where people feel supported and valued.

What You'll Learn

• Why regular 15-minute check-ins can make a meaningful difference in employee engagement and retention
• How leaders can move beyond project updates to have meaningful career development conversations
• Why employees need to communicate their goals, interests, and professional development needs
• Practical ways to initiate difficult conversations with managers, including preparing an agenda or sending an email
• How mentors and professional networks can help individuals discover opportunities and strengths they may not recognize
• Why succession planning and cross-training are essential when developing and retaining talent
• How leaders can better prepare their teams for busy season by asking questions instead of making assumptions

Key Leadership Insight

Don't assume you know what your employees want or need. Have the conversation.

A high-performing employee who wanted a promotion last year may have different priorities today. Career aspirations, personal circumstances, and professional goals change.

Great leaders make time to understand those changes rather than relying on assumptions. Sometimes a simple conversation can make all the difference in retaining a valuable team member and building a stronger organization.

Why This Matters

The accounting profession continues to face challenges related to talent development, employee retention, and changing workplace expectations.

While technical expertise remains essential, the ability to lead, listen, communicate, and develop others is increasingly important.

For CPA firms, finance departments, and business leaders, investing in regular conversations can help:

• Strengthen employee engagement and retention
• Identify career development opportunities
• Build trust between managers and employees
• Improve succession planning and knowledge transfer
• Create stronger, more collaborative teams
• Prepare employees and leaders for demanding periods such as busy season

And for emerging professionals, the message is equally important: your career development is a shared responsibility. Know what you want, ask questions, seek feedback, and build relationships with people who can help you grow.

About the Guest

Julie Thiel is an HR and leadership development professional with 30 years of experience in human resources. Through TTS Company, she focuses on helping professionals and organizations strengthen leadership capabilities, improve communication, and develop the people-management skills necessary for successful teams.

Julie brings practical insights into employee engagement, career development, leadership training, and building workplace relationships that support both individual and organizational success.

Connect with Julie

Website: https://thettscompany.com/

LinkedIn: https://www.linkedin.com/in/juliemthiel/

Your Network Is Human Capital: Why Relationships Matter in Business and Life

Episode Summary

Technical knowledge can open doors, but relationships built on trust can take your career much further.

In this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek sits down with former NFL athlete, entrepreneur, speaker, and business coach Marques Ogden to talk about resilience, relationships, leadership, and the lessons he's learned through both extraordinary success and significant setbacks.

Marques shares his journey from the NFL to building a successful construction company, losing it all, and ultimately rebuilding his career after hitting rock bottom. Today, through Ogden Ventures LLC, he uses those experiences to help leaders and organizations strengthen culture, develop their people, and navigate challenges. Most importantly, he reminds professionals—especially those just beginning their careers—that education and expertise matter, but trusted relationships are an equally important investment.

What You'll Learn

• Why relationships are critical to building a successful career and business
• How authenticity and vulnerability can make leaders more relatable and impactful
• What Marques learned from losing his business and rebuilding from rock bottom
• Why taking responsibility for failure can become the starting point for future success
• How listening to your audience or client creates more meaningful solutions
• Why trust can make business relationships more efficient and effective
• What young professionals should understand about investing in their "human capital"

Key Leadership Insight

Your greatest capital isn't always financial capital. It can be human capital.

Education, credentials, and technical expertise are important, but careers and businesses are also built through relationships. Invest in people. Build trust. Be curious. Help others. Create a network of people you can learn from, collaborate with, and support.

Those relationships may become some of the most valuable assets you build throughout your career.

Why This Matters

CPAs are trusted advisors, and trust isn't created by technical expertise alone.

Clients, colleagues, and business partners want professionals who listen, understand their challenges, communicate authentically, and build genuine relationships.

For the next generation of accounting professionals in particular, Marques' message is an important reminder: don't become so focused on earning the credential, mastering the technical skills, and advancing your career that you forget to invest in people.

Your professional network isn't simply a list of contacts. It's human capital.

About the Guest

Marques Ogden is a former NFL athlete, entrepreneur, keynote speaker, business coach, corporate consultant, and founder of Ogden Ventures LLC.

After his NFL career, Marques built a successful construction business before experiencing significant financial and professional setbacks. After reaching rock bottom in 2013, he rebuilt his career around speaking, coaching, leadership development, and sharing the lessons he learned through both success and failure.

Today, Marques works with organizations across industries, customizing his programs around leadership, culture, resilience, business growth, and performance. His message combines personal experience, vulnerability, and practical strategies designed to help individuals and organizations move forward.

Connect with Marques

Website: https://marquesogden.com/

LinkedIn: https://www.linkedin.com/in/marquesogden/

Success is something we all strive for—but how often do we stop to ask what that success is costing us?

In this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek sits down with Roderick Jefferson, CEO of Roderick Jefferson & Associates, internationally recognized business and transformational speaker, consultant, coach, and two-time bestselling author. After decades of corporate success and surviving two strokes, Roderick brings a powerful perspective to the conversation: professional achievement should never come at the expense of your health, relationships, or the people and experiences that matter most.

Roderick shares practical ways professionals can become more intentional with their time, incorporate self-care into their schedules, be fully present, and build structure that creates more—not less—freedom. The conversation also explores work-life wellness, the importance of coaching and accountability, using AI as a business partner, and why remembering your "why" matters throughout every stage of your career.

What You'll Learn

• Why professional success should always be measured against what it costs you
• How choosing just three priorities each day can create greater focus and structure
• Why self-care belongs on your calendar just like a client meeting
• The difference between physically being in the room and truly being present
• How scheduling breaks and limiting consecutive meetings can improve productivity
• Why Roderick focuses on "work-life wellness" rather than work-life balance
• How coaching and accountability can help professionals remain successful without forgetting to be human

Key Leadership Insight

Climbing the ladder of success is amazing—but not if you lose yourself on the way up.

Leadership isn't only about achieving more. It's also about recognizing what matters, creating boundaries, surrounding yourself with the right people, and building a definition of success that includes your health and your life outside of work.

Why This Matters

CPAs, finance professionals, and business leaders are accustomed to deadlines, packed calendars, high expectations, and the constant pressure to accomplish more.

But productivity without intentionality can come at a significant cost.

Roderick's message challenges professionals to think differently about success. Building breaks into the calendar, prioritizing what truly matters, delegating to the right people, and creating time to be fully present aren't signs that you're accomplishing less. They can help you become a stronger leader, colleague, advisor, and person.

And as AI creates new opportunities to work more efficiently, the question may not be simply, "How much more can I accomplish?" Instead, it may be, "What will I do with the time I get back?"

About the Guest

Roderick Jefferson is an internationally recognized business and transformational speaker, CEO of Roderick Jefferson & Associates, and a thought leader in sales enablement.

Throughout his career, Roderick has held executive leadership, sales, sales enablement, operations, and customer experience roles with organizations including AT&T, Marketo, Oracle, and Salesforce. Today, his work includes fractional consulting, business coaching, keynote speaking, and helping organizations and professionals grow while creating sustainable approaches to success.

Roderick is also the author of Sales Enablement 3.0: The Blueprint to Sales Enablement Excellence, the Sales 3.0 Companion Workbook, and Stroke of Success. Drawing on his own experience as a two-time stroke survivor, he shares a powerful message about achievement, health, purpose, and the importance of asking: Success—but at what cost?



Connect with Roderick

Roderick Jefferson & Associates

Stroke of Success

https://roderickjefferson.com/book

https://linktr.ee/roderickjefferson

The Future of Accounting Is Human: Leadership, Purpose and a Profession Worth Getting Excited About

Episode Summary

The accounting profession is changing quickly—but that doesn't have to be a bad thing.

In this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek sits down with CPA and longtime profession advocate Randy Crabtree to talk about the future of accounting, the importance of people-first leadership, and why today's rapid changes create an opportunity to build a healthier and more fulfilling profession.

Randy shares his passion for addressing burnout and mental health, developing more vulnerable and relatable leaders, and helping firms define their purpose beyond the services they provide. They also explore AI, changing expectations around billable hours, the next generation of accounting professionals, and why the future may allow CPAs to spend more time doing what they do best—helping people.

What You'll Learn

• Why vulnerable leadership can create stronger, more connected teams
• How outdated leadership practices contribute to burnout and talent challenges
• Why firms need to define themselves by their purpose—not just their services
• How knowing who you serve, and who you don't, creates healthier boundaries
• Why AI can be an opportunity for the accounting profession rather than simply a threat
• How moving beyond an hours-based mindset could reshape accounting careers
• Why finding the intersection of your passions and skills can create a more fulfilling career
•

Key Leadership Insight

Great leadership isn't about appearing to have everything figured out.

Leaders who are willing to acknowledge mistakes, share what they've learned, and ask for help become more relatable—and create environments where others feel comfortable doing the same.

Vulnerability isn't a leadership weakness. It can be one of a leader's greatest strengths.

Why This Matters

Accounting professionals are navigating significant change: AI, evolving client expectations, new workforce priorities, talent shortages, burnout, and changing business models.

But those challenges also give the profession an opportunity to rethink how we work and lead.

Organizations that create people-first cultures, clearly understand their purpose, embrace technology, and allow professionals to focus on meaningful work can build stronger teams while attracting a new generation of talent.

The future of accounting isn't simply about what technology can do. It's about freeing people to do more of what humans do best—connect, advise, lead, and make an impact.

About the Guest

Randy Crabtree, CPA, is a longtime advocate for the accounting profession, speaker, podcast host, and recently retired co-founder of specialty tax firm Tri-Merit.

After nearly two decades building Tri-Merit, Randy is dedicating the next chapter of his career to helping make the accounting profession the best it can be. His work focuses on mental health awareness, burnout prevention, people-first leadership, managing change, and creating healthier cultures within the profession.

He also hosts the Bridging the Gap conference, which brings together accounting professionals to share ideas around mental health, leadership, innovation, and the future of the profession.

Connect with the Guest

Website: https://www.randycrabtree.com/

LinkedIn:https://www.linkedin.com/in/randy-crabtree-cpa-1945a67/

Your Mind Is Your Greatest Asset: Building Mental Fitness for Peak Performance

Episode Summary

In this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek sits down with Wayne Basist, founder of ESQ Mental Fitness, to discuss a topic that affects every CPA, attorney, and business professional: mental fitness.

After a successful legal career, Wayne experienced firsthand the effects of chronic stress, anxiety, burnout, and ultimately a life-changing accident that transformed his purpose. Today, he helps professionals understand the automatic thought patterns that create unnecessary stress and equips them with practical tools to respond with greater clarity, focus, and resilience.

Together, Kristie and Wayne explore how professionals can quiet the "mental chatter," improve decision-making under pressure, strengthen relationships, and create healthier workplaces—all while improving performance and personal well-being.

Whether you're navigating deadlines, leading a team, or simply trying to balance work and life, this episode offers practical strategies that can make an immediate impact.

What You'll Learn

• Why stress often comes from our internal thought patterns—not just external circumstances
• How negative "saboteur" thinking impacts performance, relationships, and well-being
• Practical mindfulness techniques you can use in real time—even during a busy workday
• Why taking three intentional breaths can reset your focus and decision-making
• How mental fitness improves productivity, client service, and leadership
• Why human connection will remain one of the greatest differentiators in an AI-driven profession
• How choosing your response can transform both your professional and personal life

Key Leadership Insight

Peak performance doesn't happen by eliminating pressure.

It happens by learning how to manage your response to pressure.

Leaders who strengthen their mental fitness make better decisions, communicate more effectively, and create healthier teams.

Why This Matters

Accounting and finance professionals operate in high-pressure environments where deadlines, client expectations, and constant change can easily lead to stress and burnout.

Mental fitness isn't just about personal wellness—it directly impacts:

• decision-making
• client relationships
• productivity
• leadership effectiveness
• team culture
• long-term career sustainability

As technology continues to automate technical work, professionals who develop emotional resilience and authentic human connection will create lasting value for both clients and organizations.

About the Guest

Wayne Basist is the Founder and CEO of ESQ Mental Fitness. A former commercial litigation and corporate bankruptcy attorney, Wayne combines his legal experience with specialized training in mental fitness to help attorneys, CPAs, and business professionals reduce stress, improve focus, and perform at their highest level.

Drawing from both personal experience and evidence-based practices, Wayne teaches professionals how to recognize self-sabotaging thought patterns, build resilience, and strengthen the mental skills needed to thrive in demanding careers.

Connect with the Guest

Website: http://www.esqmentalfitness.com/

LinkedIn: https://www.linkedin.com/in/wayne-basist-mentalfitness/

Your Mind Is Your Greatest Asset: Building Mental Fitness for Peak Performance

Conflict Is Inevitable. Drama Is Optional: How to Resolve Conflict Before It Costs Your Business

Episode Summary

In this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek welcomes Dana Garnett, founder of The Mindful Strategy, to discuss a challenge every professional faces but few are equipped to navigate effectively—conflict.

Drawing from her unique career journey from Big Eight public accounting and corporate leadership at Coca-Cola to mediation and conflict resolution coaching, Dana shares how unresolved conflict impacts businesses, partnerships, families, and individual well-being. She explains why traditional mediation often settles disputes, while her approach focuses on achieving lasting resolution by getting to the heart of the issue.

Whether you're a CPA, business owner, firm leader, or trusted advisor, this conversation offers practical strategies for recognizing conflict early, improving communication, and preventing small disagreements from becoming costly business problems.

What You'll Learn

• Why avoiding conflict often creates bigger problems than addressing it
• The difference between conflict resolution and conflict settlement
• How unresolved conflict affects business performance, relationships, and personal well-being
• Why only one person is needed to begin creating meaningful change
• Common warning signs that conflict is costing your business time and money
• How CPAs and trusted advisors can help clients recognize conflict before it damages assets or relationships
• Why every difficult situation begins with a choice—and every choice creates a new opportunity

Key Leadership Insight

Conflict isn't the real problem.

The real problem is allowing unresolved conflict to consume your energy, decision-making, and relationships.

Strong leaders don't avoid difficult conversations—they learn how to navigate them with clarity and purpose.

Why This Matters

Conflict is expensive.

It impacts productivity, profitability, employee retention, client relationships, succession planning, and even personal health.

For CPAs and business advisors, recognizing conflict early can help clients avoid unnecessary legal costs, protect business value, strengthen partnerships, and improve long-term organizational success.

Learning how to navigate conflict isn't just a leadership skill—it's a business strategy.

About the Guest

Dana Garnett is the founder of The Mindful Strategy and a conflict resolution strategist with a unique background spanning Big Eight public accounting, corporate leadership, mediation, and executive coaching.

After beginning her career in audit and later serving in leadership roles with The Coca-Cola Company, Dana developed a proven approach that helps business owners, executives, and professionals resolve complex conflict quickly while creating lasting change.

Her work focuses on strengthening relationships, improving communication, and helping leaders navigate inevitable challenges with greater ease.

Connect with the Guest

Website: The Mindful Strategy

LinkedIn:Dana Garnett

Dana Garnett

Credentialed Advanced Mediator & Conflict Resolution Strategist

dana@mindfulstrategy.com | https://mindfulstrategy.com/

The Influence Gap: How Great CPAs Become Great Communicators

Episode Summary

In this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek welcomes communication and presentation coach Dez Thornton to discuss a skill every accounting professional needs—but few receive formal training on: communicating with confidence.

While CPAs excel at analyzing data and solving complex problems, Dez explains that technical expertise alone isn't enough to influence clients, lead teams, or inspire confidence. Whether presenting financial statements, leading meetings, or speaking at conferences, professionals must learn how to connect with people—not just present information.

Together, they explore practical techniques for becoming a stronger communicator, including storytelling, audience connection, presentation preparation, and overcoming perfectionism. The result is a conversation packed with actionable advice for professionals at every stage of their career.

What You'll Learn

• Why technical expertise doesn't automatically translate into influence
• How storytelling helps clients better understand financial information
• The difference between focusing on yourself versus focusing on your audience
• Why connection matters more than perfection in presentations
• Practical ways to prepare for presentations using visual mapping
• How video practice accelerates confidence and communication skills
• Why authentic communication will remain a competitive advantage in an AI-driven world

Key Leadership Insight

People don't remember every number you present—they remember how you made them feel and whether they trusted you.

The most effective leaders focus less on delivering information and more on creating meaningful connections with their audience.

Why This Matters

Today's CPAs are expected to do much more than prepare financial reports.

They advise clients, lead teams, present to boards, facilitate meetings, and explain complex financial concepts to non-financial audiences.

Developing stronger communication skills helps professionals:

• build trust faster
• strengthen client relationships
• become more influential leaders
• communicate complex topics with confidence
• differentiate themselves in an increasingly technology-driven profession

As AI continues to automate technical work, human connection will become one of the profession's greatest competitive advantages.

About the Guest

Dez Thornton is a communication coach who helps business leaders, executives, and professionals close what he calls the "Influence Gap"—the space between having expertise and being able to communicate it effectively.

With more than 20 years of experience coaching leaders across multiple industries, Dez specializes in presentation coaching, executive communication, storytelling, and helping professionals connect with audiences in ways that inspire trust and action.

Connect with the Guest

Website: Dez Thornton & Associates

LinkedIn: https://www.linkedin.com/in/dezthornton/

Why Charging by the Hour May Be Holding Your Firm Back

Episode Summary

In this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek sits down with Loren Fogelman, business coach and former sports psychologist, to discuss one of the biggest mindset shifts facing accounting professionals today: moving from hourly pricing to value-based pricing.

Loren shares how many CPAs and firm owners unintentionally undervalue themselves because they were trained to connect compensation directly to time. As technology and AI continue transforming the profession, she explains why firms must rethink how they communicate value, price services, and attract high-quality clients.

The conversation explores practical strategies for building sustainable firms, raising rates with confidence, creating better client relationships, and designing businesses that support both profitability and personal well-being.

Whether you're a solo practitioner, firm owner, or accounting professional considering your next stage of growth, this episode provides actionable insight into building a business model that reflects the true value you deliver.

What You’ll Learn

• Why hourly pricing no longer aligns with today’s technology-driven accounting profession

• The difference between what firms value versus what clients actually value

• How to identify and attract higher-quality clients

• Why packaging services creates stronger client outcomes and pricing flexibility

• The “Good, Better, Best” strategy for raising rates gradually and confidently

• How value-based conversations strengthen client relationships

• Why sustainable growth requires courage—not just confidence

Key Leadership Insight

The faster and more efficient you become, the less you can charge under an hourly model.

True growth happens when professionals stop pricing based on time and start pricing based on the value and outcomes they deliver.

Why This Matters

The accounting profession is evolving rapidly through technology, automation, and AI.

Firms that continue relying solely on time-based pricing may struggle to:

• scale profitably
• avoid burnout
• differentiate themselves in the marketplace
• fully capture the value of their expertise

Value-based pricing allows firms to build stronger client relationships, improve profitability, create sustainable workloads, and focus more on strategic advisory services rather than transactional work.

About the Guest

Loren Fogelman is a business coach and former sports psychologist who helps accounting professionals and firm owners strengthen pricing strategies, communicate their value more effectively, and build sustainable, profitable firms.

Through her coaching and consulting work, Loren specializes in helping professionals transition from time-based pricing models to value-based approaches that support both business growth and personal well-being.

Her work focuses on client-centered firms that want to increase revenue, improve client relationships, and create healthier work-life balance.

Connect with the Guest

Website: https://businesssuccesssolution.com

Resource Mentioned: https://businesssuccesssolution.com/raise

LinkedIn: https://www.linkedin.com/in/lorenfogelman/

Cryptocurrency is no longer a niche investment topic — it is becoming a growing reality for taxpayers, businesses, and accounting professionals alike. In this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek sits down with cryptocurrency tax and accounting specialist Saim Akif to break down the evolving world of crypto reporting, compliance, and blockchain innovation.

Saim shares practical insights into why cryptocurrency taxation is far more complex than many realize, especially with the rollout of new 1099-DA reporting requirements. From wallets and exchanges to cost basis tracking and self-custody transactions, he explains the risks CPAs and taxpayers face when crypto records are incomplete or misunderstood.

The conversation also explores the future of blockchain, the government’s ongoing efforts to regulate digital assets, and why accounting professionals should embrace — not fear — this rapidly evolving space.

What You’ll Learn

• Why cryptocurrency accounting is becoming relevant for every CPA firm
• What the new 1099-DA reporting requirements mean for taxpayers
• How crypto wallet transfers can create reporting challenges
• Why accurate cost basis tracking is critical
• Common mistakes taxpayers and practitioners make with crypto reporting
• The importance of quarterly crypto reconciliations
• How blockchain and tokenization may reshape the future of finance

Key Leadership Insight

“The professionals who lean into learning emerging technologies today will be the ones best positioned to serve clients tomorrow.”

Why This Matters

As cryptocurrency adoption continues to grow, CPAs and financial professionals can no longer afford to ignore digital assets. Understanding the basics of blockchain reporting, documentation requirements, and compliance risks is essential for protecting clients, minimizing tax exposure, and staying ahead in a rapidly changing financial environment.

Guest Bio

Saim Akif is a Houston-based CPA and CFA specializing in cryptocurrency tax and accounting. He works with taxpayers and CPA firms across the country to help reconcile crypto transactions, interpret evolving reporting requirements, and navigate the complexities of blockchain-based assets. Saim is passionate about educating practitioners and simplifying cryptocurrency accounting for both clients and professionals.

Connect with the Guest

LinkedIn: https://www.linkedin.com/in/saim-akif/

SAIM AKIF CPA

Phone: (713) 451-9700

Email: info@akifcpa.com

Saim's Websitehttps://saim.cpa/

Main Websitehttp://www.akifcpa.com/

In this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek sits down with Jasir Jamal, CEO of Longhorn 1031 Exchanges, to discuss one of the most important tax-deferral strategies available to real estate investors: the 1031 exchange.

Jasir breaks down the basics of how 1031 exchanges work, why advanced planning is critical, and how investors can defer capital gains and depreciation recapture taxes when transitioning from one investment property to another.

The conversation also explores the long-term wealth planning opportunities tied to 1031 exchanges, including generational wealth transfer strategies, stepped-up basis rules, and why collaboration between CPAs, financial advisors, and exchange specialists is essential for successful execution.

Whether you're a CPA, real estate investor, financial advisor, or business owner with investment property, this episode provides practical guidance on navigating the complexity of 1031 exchanges and avoiding costly mistakes.

What You’ll Learn

What a 1031 exchange is and how tax deferral works

Why timing and advanced planning are critical in a successful exchange

How depreciation recapture impacts investment property sales

Why proceeds cannot go directly into the seller’s bank account

The IRS requirements related to replacement property value and debt

How 1031 exchanges support long-term generational wealth planning

Why collaboration between CPAs, financial advisors, and exchange specialists matters

Key Leadership Insight

The best tax strategies are rarely last-minute decisions.

Successful 1031 exchanges require proactive planning, coordinated advisors, and a clear understanding of long-term financial goals before a property sale ever closes.

Why This Matters

For real estate investors, taxes can significantly reduce the ability to reinvest and grow wealth.

A properly structured 1031 exchange allows investors to:

defer capital gains taxes

continue expanding investment portfolios

preserve cash flow for future investments

support long-term estate and wealth transfer strategies

For CPAs and financial professionals, understanding the basics of 1031 exchanges can help clients avoid missed opportunities and make more informed decisions before triggering taxable events.

About the Guest

Jasir Jamal is the CEO of Longhorn 1031 Exchanges, where he helps real estate investors navigate the complexities of 1031 exchanges and tax-deferral strategies.

His firm works with investors, CPAs, and financial professionals to guide clients through both simple and highly complex exchange transactions while helping ensure compliance with IRS timelines and requirements.

Jasir specializes in helping clients understand how 1031 exchanges can support long-term investment growth and generational wealth planning.

Connect with the Guest

Website: https://longhorn1031.com/

LinkedIn: https://www.linkedin.com/in/jasir-jamal-/

Why Your CPA, Financial Advisor, and Estate Attorney Should Be Working Together

Episode Summary

In this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek sits down with Natalie Picha and Matt Berti of RHP Wealth Management to discuss the importance of building a collaborative financial team that works together to support long-term wealth planning.

The conversation explores how financial advisors, CPAs, estate attorneys, and investment professionals can align strategies to better serve clients—not just during tax season, but throughout every stage of life. Natalie and Matt explain why true financial planning goes beyond investments and focuses on helping clients live the life they want while protecting future generations.

They also discuss the growing importance of financial confidence for women, the realities of the Great Wealth Transfer, and how transparency, communication, and education empower families to make stronger financial decisions.

Whether you're a CPA, business owner, financial professional, or someone planning for the future, this episode offers practical insight into creating a financial strategy that works holistically—not in silos.

What You’ll Learn

• Why collaboration between CPAs, financial advisors, and estate attorneys creates better client outcomes

• How tax strategy should align with long-term financial planning

• Why financial planning is about life goals—not just investments

• The importance of reviewing beneficiaries and estate documents regularly

• How proactive financial conversations reduce stress and improve decision-making

• Why women need greater confidence and involvement in financial planning and investing

• How integrated planning can help families navigate generational wealth transitions

Key Leadership Insight

The strongest financial outcomes happen when professionals stop operating independently and start collaborating as a team around the client.

A coordinated approach between advisors, CPAs, and legal professionals can reduce risk, improve strategy execution, and help clients make more confident decisions over the long term.

Why This Matters

Many individuals and families unknowingly operate with disconnected financial strategies.

Without communication between financial professionals, important details can be missed—from outdated beneficiaries to tax inefficiencies and estate planning gaps.

Creating a collaborative financial team helps clients:

• make more informed decisions
• reduce costly mistakes
• improve long-term wealth outcomes
• create smoother transitions between generations

For CPAs and business advisors, strong partnerships with financial planning professionals can also improve the overall client experience and strengthen long-term client relationships.

About the Guests

Natalie Picha is the Chief Experience Officer and Founding Partner of RHP Wealth Management, where she specializes in helping clients align financial planning, tax strategy, and life goals through a collaborative and relationship-focused approach.

Matt Berti, CFP®, CPWA® is a Wealth Advisor at RHP Wealth Management with nearly a decade of experience in the RIA space. He focuses on simplifying complex financial topics and helping clients make confident decisions through comprehensive planning and wealth strategy.

Connect with the Guests

Website: RHP Wealth Management - https://www.royalharborpartners.com/

LinkedIn:

https://www.linkedin.com/in/natalie-picha-3ba26416/

https://www.linkedin.com/in/matthewberti/

Why Hiring the Wrong Bookkeeper Can Cost You More Than You Think

Episode Summary

In this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek sits down with Lindsay Kline, owner of Great Bookkeepers Wanted, to discuss one of the most overlooked risks for businesses—hiring the wrong bookkeeping support.

Lindsay shares her unique journey from learning bookkeeping as a child to building and selling her own bookkeeping firm, and now helping business owners find the right outsourced bookkeepers through a highly vetted matchmaking process.

The conversation highlights real-world challenges business owners face when transitioning financial providers, the importance of data access and ownership, and why technical knowledge alone isn’t enough when selecting a bookkeeping partner.

Whether you're a CPA, business owner, or finance professional, this episode provides practical guidance on how to protect your financial data, ask better questions, and build stronger financial partnerships.

What You’ll Learn

• Why businesses should always maintain access and control over their financial data

• The risks of poor transitions between bookkeepers and how to avoid them

• Why succession planning is critical—even for bookkeeping providers

• Key technical competencies every bookkeeper should demonstrate

• The importance of cybersecurity and protecting sensitive client data

• Why the balance sheet is often overlooked—and why that matters

• How to properly vet a bookkeeper beyond basic qualifications

Key Leadership Insight

Many business owners assume hiring a bookkeeper is a simple decision.

But the real risk isn’t hiring someone—it’s hiring someone without proper vetting, structure, and safeguards in place.

The right questions upfront can prevent major operational and financial disruptions later.

Why This Matters

Financial data is one of the most critical assets in any organization.

Without proper oversight, businesses risk:

• losing access to key systems

• inaccurate financial reporting

• compliance issues

• operational disruption

Strong vetting, clear expectations, and proactive planning ensure that financial systems support—not hinder—business growth.

About the Guest

Lindsay Kline is the owner of Great Bookkeepers Wanted and an experienced accounting professional with a background in building and scaling bookkeeping businesses.

After successfully growing and selling her own firm, she now specializes in helping business owners and organizations find the right bookkeeping partners through a structured and highly vetted matchmaking process.

Her work focuses on improving financial accuracy, protecting client data, and ensuring businesses are matched with bookkeepers who meet both technical and operational standards.

Connect with the Guest

Website: https://www.gbwnow.com/

LinkedIn: https://www.linkedin.com/in/klinelindsay/

In this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek sits down with Allyns Melendez, CEO and Founder of HR Transformed, to talk about one of the most overlooked—but critical—areas of any organization: people.

Allyns shares how HR challenges show up everywhere—from employee conversations to leadership frustrations—and why having the right HR support in your “virtual Rolodex” can make a significant difference in how organizations grow and operate.

The conversation explores communication across multiple generations in the workplace, how leaders can be more effective with limited time, and why proactive HR support is essential to avoiding costly breakdowns.

Whether you're a CPA, firm leader, business owner, or emerging professional, this episode offers practical insights on leadership, communication, and building a stronger workplace culture.

What You’ll Learn

• Why “people problems” are often the root of business challenges

• How communication styles—not just generations—impact workplace success

• Why even one hour of communication training can significantly improve team performance

• How younger professionals can bring value in an AI-driven workplace

• Why leaders must be explicit—not vague—when communicating expectations

• When to call an HR professional before small issues become major problems

• Key HR basics every leader should understand (classification, policies, compliance)

A Key Leadership Insight

Many leaders believe they don’t have time for training or communication development.

But as Allyns explains, even one hour of focused communication training can dramatically improve how teams operate and collaborate—saving time and frustration in the long run.

Why This Matters

Employees are often the most valuable asset in any organization—but they can also become the biggest risk if not managed effectively.

Strong communication, clear expectations, and proactive HR practices help organizations:

• build trust

• improve performance

• reduce risk

• create healthier work environments

About the Guest

Allyns Melendez is the CEO and Founder of HR Transformed, where she helps small and mid-sized businesses manage their HR needs—from employee relations and compliance to training, coaching, and recruitment.

Her work focuses on helping organizations scale by strengthening their people strategy, improving communication, and creating systems that support both employees and leadership.

Connect with Allyns

Website: https://www.hrtransformed.com/

LinkedIn: https://www.linkedin.com/in/allyns/

Delegation vs. Ownership: The Leadership Shift That Builds High-Performing Teams

In this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek sits down with Gabrielle Baumeyer, executive coach and founder of Baumeyer Coaching, to discuss leadership development and how organizations build high-performing teams.

Gabrielle shares insights from nearly three decades of experience working with leaders and teams across industries. The conversation explores how leadership growth often starts with deeper self-awareness, meaningful dialogue, and the willingness to challenge long-held assumptions about how teams operate.

One of the most powerful insights from the discussion is the difference between delegation and true team ownership—and how empowering teams to take responsibility for outcomes can unlock higher levels of performance.

Whether you're a CPA, finance professional, nonprofit leader, or business executive, this conversation offers practical insights on leadership growth, team empowerment, and organizational success.

What You’ll Learn

• Why leadership development often begins with examining the numbers and identifying team performance gaps

• The early signs leaders should recognize when their organization has plateaued

• Why coaching is different from training, mentorship, or consulting

• How asking better questions can unlock better leadership decisions

• The powerful shift from delegating tasks to creating ownership within teams

A Key Leadership Insight

Many leaders believe they need to delegate more effectively.

But as Gabrielle explains, delegation may actually be too small of a solution.

Instead of simply assigning tasks, great leaders empower their teams with true ownership and accountability, allowing individuals to take responsibility for outcomes and grow into stronger leaders themselves.

transcript

About the Guest

Gabrielle Baumeyer is the Founder and CEO of Baumeyer Coaching and an experienced executive coach who works with leaders and organizations to improve performance and build high-performing teams.

With nearly 30 years of experience in leadership development, Gabrielle specializes in helping executives expand their leadership capacity, strengthen team dynamics, and create meaningful organizational growth.

Her work spans both corporate and nonprofit sectors, where she focuses on empowering leaders to unlock new possibilities for themselves and their teams.

Connect with Gabrielle Baumeyer

Website: BaumeyerCoaching.com

LinkedIn: Gabrielle Baumeyer - https://www.linkedin.com/in/gabriellebaumeyer/

Podcast: TXCPA Houston – Virtual Rolodex

Host: Kristie Ondracek

Guest: Michael Ly, Founder of Reconciled

Episode Title

Super Connectors, AI, and the Future of Accounting Firms

Episode Summary

In this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek sits down with accounting industry leader Michael Ly, founder of Reconciled, an outsourced accounting provider serving hundreds of small businesses across the United States.

Michael shares his perspective on the evolving accounting profession, the importance of community and connection among accountants, and why curiosity and adaptability are critical skills for firm owners in today’s fast-changing environment.

From lead generation and talent shortages to the rapid rise of AI agents in accounting, this conversation explores the biggest opportunities and challenges facing firm owners in 2026. Michael also discusses how becoming a “super connector” can help accountants build stronger professional networks and open doors to innovation across the profession.

What You’ll Learn in This Episode???? Why Relationships Still Drive the Accounting Profession

Michael describes how accountants often operate in silos and how connecting with peers, innovators, and entrepreneurs can unlock new opportunities and collaboration across the profession.

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???? The Power of Being a “Super Connector”

Through conferences, speaking engagements, and industry relationships, Michael helps accountants connect with each other and with startups building new technology solutions for the profession.

???? The Biggest Challenges for Firm Owners in 2026

Michael highlights three major issues facing firms today:

• Generating new business and finding clients
• Recruiting and retaining qualified talent
• Navigating the rapid emergence of AI and automation tools.
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???? How AI Is Changing the Accounting Landscape

Rather than replacing accountants, AI agents will augment firm capacity and transform how work gets done. The key is learning the tools gradually and integrating them intentionally into firm workflows.

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???? Learning AI Without Feeling Overwhelmed

Michael recommends taking small steps—setting aside short, consistent blocks of time to explore new tools and staying informed through trusted industry voices.

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???? A Success Story from the Profession

Michael shares the story of a young firm owner who transformed a traditional accounting practice into a modern cloud-based CAS firm and eventually launched a successful global staffing company serving accounting firms.

???? A Final Leadership Lesson

Michael’s biggest advice: stay curious. Curiosity drives learning, connection, and growth—and helps professionals remain adaptable in a rapidly evolving industry.

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About the Guest

Michael Ly is the founder of Reconciled, an outsourced accounting firm that provides back-office accounting services for hundreds of small businesses across the United States. He is a frequent conference speaker, advisor to accounting technology startups, and a well-known connector within the accounting community who helps professionals build relationships, grow firms, and navigate the future of the profession.

In this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek welcomes Liz Szporn, Senior Guide at Profit First Professionals, to discuss how accounting professionals can elevate their advisory services and help clients become intentionally profitable.

Liz explains the Profit First methodology—originally introduced in the book by Mike Michalowicz—and how it transforms traditional accounting from historical recordkeeping into forward-looking, profit-driven advisory.

Together, they explore how accountants can move beyond compliance work, overcome AI-driven disruption fears, and create high-value client relationships rooted in clarity, accountability, and measurable results.

If you’re a CPA, bookkeeper, or financial professional wondering how to strengthen your advisory services and increase profitability—for both your clients and yourself—this episode is for you.

What You’ll Learn in This Episode

???? What Profit First Really Is

Profit First is essentially the “envelope system for businesses”—a framework that allocates money intentionally into designated accounts (profit, owner’s pay, taxes, operating expenses) to create financial clarity and discipline.

???? Why Business Owners Feel Profitable—but Have No Cash

Liz addresses a common frustration:

“My P&L says I made $80,000, but there’s no money in my bank account.”

The Profit First system forces intentional allocation so business owners stop overspending what they see in one large bank balance.

???? Moving from Compliance to Advisory

Traditional compliance work is increasingly automated. Advisory work—helping clients make better, intentional decisions—is where accounting professionals can truly differentiate themselves.

???? The Role of Community & Accountability

Profit First Professionals offers certification, training, and guided implementation. Liz emphasizes the importance of role-playing, safe spaces, and hands-on practice to confidently deliver advisory services.

???? AI Is Not the Enemy

AI may streamline compliance tasks—but it cannot replace relationships, clarity, or strategic financial guidance. Advisory is the future.

???? Better Clients > More Clients

The goal isn’t 150 clients. It’s 50 ideal, value-focused clients who understand and appreciate advisory-driven profitability.

Why Liz Should Be in Your Virtual Rolodex

If you:

· Want to add structured advisory services

· Want to confidently price higher-value engagements

· Want accountability and community

· Want to future-proof your practice

Liz and the Profit First Professionals community provide certification, frameworks, tools, training, and guided implementation to help you make it real.

About the Guest

Liz Szporn is a Senior Guide at Profit First Professionals, where she works with bookkeeping, accounting, and financial coaching firm owners to implement Profit First systems and elevate advisory services. Based in New Jersey, Liz specializes in helping accounting professionals streamline their processes, increase profitability, and confidently serve clients in a changing financial landscape.

Liz Szporn

Profit First Professionals, LLC.

Get the Profit First App (and other goodies)

More Education. More Functionality. More Profit!

PFP members, schedule a call here

Host: Kristie Ondracek

Guest: Stephen King, Executive Director, Fundraising Accounting Community

Episode Title

Using Numbers to Tell the Donor Story: How Accounting Can Transform Nonprofits

Episode Summary

In this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek welcomes CPA and entrepreneur Stephen King to discuss his newest venture, the Fundraising Accounting Community—a mission-driven organization focused on helping nonprofits use financial data to tell compelling donor stories and make better decisions.

Stephen shares why fundraising success today depends on clarity, conciseness, and transparency, and how management accounting bridges the gap between passion and sustainability in the nonprofit world. From one-page impact stories to donor-as-investor thinking, this conversation highlights how accounting can become a powerful storytelling tool—not just a compliance function.

This episode is especially valuable for CPAs, nonprofit leaders, fundraisers, and advisors who want to help organizations raise more money by showing real, measurable impact.

What You’ll Learn in This Episode

???? Why Donor Storytelling Starts with the Numbers

Donors want to see tangible results. Stephen explains how nonprofits that clearly connect dollars to outcomes are the ones successfully raising more funds.

???? Treating Donors Like Investors

By using management accounting, nonprofits can show donors the return on their investment—building trust, confidence, and long-term support.

???? The Power of One-Page Clarity

Clear, concise financial storytelling matters. Stephen emphasizes that impact should be understandable “at a red light”—not buried in long reports.

???? What the Fundraising Accounting Community Provides

The community offers:

· A growing network of nonprofit leaders, fundraisers, and finance professionals

· Training on management accounting and KPI-driven reporting

· Tools (including AI-powered resources) to help organizations get the right numbers and use them effectively

???? Why This Matters Beyond Nonprofits

These same principles apply to small businesses, grant applications, and organizations seeking funding—anywhere decisions depend on clear financial insight.

???? How to Get Involved

Stephen shares how CPAs, advisors, and nonprofit leaders can join the community, volunteer, and attend monthly workshops focused on practical, actionable learning.

About the Guest

Stephen King, CPA is Executive Director of the Fundraising Accounting Community, an organization dedicated to changing the world by helping nonprofits use numbers to tell their donor story and make data-driven decisions. A longtime CPA, entrepreneur, and nonprofit leader, Stephen is passionate about management accounting, education, and building communities that connect finance with mission.

Stephen King, CPA

stephen@fundraisingaccountant.com

https://bit.ly/4k94RwG

Host: Kristie Ondracek

Guest: Stephen King, CPA

Episode Title

The CPA Journey: Why Accounting Is About People, Purpose, and Possibility

Episode Summary

In this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek welcomes longtime friend, mentor, and CPA Stephen King for a wide-ranging conversation about the power of the CPA credential, the importance of relationships, and the incredible diversity of opportunities within the accounting profession.

Stephen shares his deeply personal journey into accounting, inspired by his immigrant father’s belief that accounting is the language of business and one of the most secure and flexible careers available. From public accounting and consulting to nonprofit leadership, entrepreneurship, and student advocacy, Stephen’s story highlights how being a CPA opens doors far beyond tax returns and audits.

This episode is especially meaningful for students, educators, career changers, and CPAs who want to make a lasting impact through teaching, nonprofit work, and advisory leadership.

What You’ll Learn in This Episode

???? Why Stephen Became a CPA

Inspired by his father’s belief that “everyone needs an accountant,” Stephen chose accounting for its stability, flexibility, and ability to work in any industry.

???? Accounting Is About People, Not Numbers

Stephen emphasizes that relationships—not calculations—are the heart of the profession. AI can automate tasks, but it can never replace trust, judgment, and human connection.

???? Why AI Won’t Replace CPAs

AI can assemble and analyze data, but CPAs are still needed to interpret results, validate accuracy, and guide decisions—especially when fear and uncertainty around money are involved.

???? The Power of the CPA Credential

The CPA license opened doors to boardrooms, leadership roles, consulting opportunities, entrepreneurship, and nonprofit executive positions throughout Stephen’s career.

???? Accounting as a Tool for Storytelling

Stephen discusses how management accounting allows organizations—especially nonprofits—to use financial data to tell compelling stories, guide strategy, and measure impact.

???? Inspiring the Next Generation

Stephen shares his passion for working with high school and college students, building accounting programs, and helping young people see that accounting is meaningful, people-driven, and impactful.

???? A Call to Action

Most people become CPAs because they know one—a parent, friend, or teacher. Stephen encourages CPAs to be that influence and help students discover the profession early.

About the Guest

Stephen King, CPA is a nonprofit accounting leader, consultant, entrepreneur, and longtime advocate for accounting education. His career spans public accounting, consulting, nonprofit leadership, and building communities that help organizations and students use accounting to make data-driven, mission-focused decisions. Stephen is deeply involved in mentoring students and advancing the future of the CPA profession.

Stephen King, CPA

stephen@fundraisingaccountant.com

Controlling Rising Healthcare Costs: A Smarter Benefits Strategy for Business Owners

Episode Summary

In this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek welcomes Anthony Chandler of Acrisure, a global insurance brokerage and risk management firm specializing in property & casualty and employee benefits.

Anthony explains why CPAs are often the first professionals business owners turn to when healthcare costs spiral out of control—and why having the right benefits consultant in your virtual Rolodex matters. With more than 30 years of experience, Anthony shares how Acrisure takes a custom, alternative-risk approach to rebuilding health plans, helping employers control costs over a 3–5 year horizon without disrupting employees or provider networks.

This episode is especially valuable for CPAs advising business owners, CFOs, and HR leaders facing ongoing double-digit healthcare cost increases.

What You’ll Learn in This Episode???? Why CPAs Need a Benefits Expert in Their Virtual Rolodex

Healthcare is often the second-largest expense for businesses, and CPAs are frequently asked how to control rising group health costs.

???? Why Traditional Health Plans Keep Failing

Anthony explains how most plans rely on “off-the-shelf” products from major carriers, offering little differentiation or long-term cost control.

???? Acrisure’s Custom-Built Approach

Instead of “renting” insurance year to year, Acrisure rebuilds health plans—optimizing pharmacy benefits, hospital services, and vendor selection while keeping the same provider networks.

???? How Employers Can Save Without Disrupting Employees

By changing backend vendors—such as pharmacy benefit managers or stop-loss providers—companies can save hundreds of thousands of dollars without changing copays, doctors, or employee experience.

???? Who This Strategy Works Best For

Acrisure primarily works with organizations between 100–1,000 employees, but solutions can be effective for companies as small as 25–50 employees.

???? Hidden Tools Employers Already Have

Many companies already pay for concierge services and cost-saving tools within their plans—but don’t know how to use them effectively.

???? What to Expect in 2026

Anthony warns of continued healthcare cost increases and encourages employers to explore alternative, progressive benefits strategies sooner rather than later.

About the Guest

Anthony Chandler is a senior consultant with Acrisure, bringing more than 30 years of experience helping organizations design smarter, more efficient employee benefit programs. His work focuses on alternative risk strategies, long-term cost control, and improving outcomes for both employers and employees.