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Virtual Rolodex hosted by TXCPA Houston: Daily Summaries Delivered
by Kristie Ondracek
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- 6 days ago23 min
Virtual Rolodex with Saim Akif, CPA, Crypto Tax
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 LearnWhy 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 MattersAs 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 BioSaim 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 GuestLinkedIn: https://www.linkedin.com/in/saim-akif/ SAIM AKIF CPAPhone: (713) 451-9700 Email: info@akifcpa.comSaim's Website https://saim.cpa Main Website www.akifcpa.com
- 1 weeks ago14 min
Virtual Rolodex with Jasir Jamal, CEO from Longhorn 1031 Exchanges
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 LearnWhat 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 InsightThe 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 MattersFor 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 GuestJasir 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 GuestWebsite: https://longhorn1031.com/ LinkedIn: https://www.linkedin.com/in/jasir-jamal-/
- 1 weeks ago22 min
Virtual Rolodex with Natalie Picha and Matt Berti from RHP Wealth Management
Why Your CPA, Financial Advisor, and Estate Attorney Should Be Working TogetherEpisode SummaryIn 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 transitionsKey Leadership InsightThe 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 MattersMany 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 decisionsreduce costly mistakesimprove long-term wealth outcomescreate smoother transitions between generationsFor 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 GuestsNatalie 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 GuestsWebsite: RHP Wealth Management - https://www.royalharborpartners.com/LinkedIn:https://www.linkedin.com/in/natalie-picha-3ba26416/https://www.linkedin.com/in/matthewberti/
- 2 weeks ago16 min
Virtual Rolodex with Lindsay Kline, EA, Founder, Great Bookkeepers Wanted
Why Hiring the Wrong Bookkeeper Can Cost You More Than You ThinkEpisode SummaryIn 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 qualificationsKey Leadership InsightMany 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 MattersFinancial 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 disruptionStrong vetting, clear expectations, and proactive planning ensure that financial systems support—not hinder—business growth.About the GuestLindsay 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 GuestWebsite: gbwnow.comLinkedIn: https://www.linkedin.com/in/klinelindsay/
- 3 weeks ago19 min
Virtual Rolodex with Allyns Melendez, CEO of HR Transformed
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 InsightMany 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 MattersEmployees 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 environmentsAbout the GuestAllyns 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 AllynsWebsite: https://www.hrtransformed.com/ LinkedIn: https://www.linkedin.com/in/allyns/
- Mar 12, 202621 min
Virtual Rolodex with Gabrielle Baumeyer of Baumeyer Coaching
Delegation vs. Ownership: The Leadership Shift That Builds High-Performing TeamsIn 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 teamsA Key Leadership InsightMany 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. transcriptAbout the GuestGabrielle 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 BaumeyerWebsite: BaumeyerCoaching.com LinkedIn: Gabrielle Baumeyer - https://www.linkedin.com/in/gabriellebaumeyer/
- Mar 6, 202616 min
Virtual Rolodex with Michael Ly, CEO of Reconciled.com
Podcast: TXCPA Houston – Virtual RolodexHost: Kristie OndracekGuest: Michael Ly, Founder of ReconciledEpisode TitleSuper Connectors, AI, and the Future of Accounting FirmsEpisode SummaryIn 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 ProfessionMichael describes how accountants often operate in silos and how connecting with peers, innovators, and entrepreneurs can unlock new opportunities and collaboration across the profession. GMT20260305-173113_Recording.tr…???? 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 2026Michael highlights three major issues facing firms today:Generating new business and finding clientsRecruiting and retaining qualified talentNavigating the rapid emergence of AI and automation tools. GMT20260305-173113_Recording.tr…???? How AI Is Changing the Accounting LandscapeRather 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. GMT20260305-173113_Recording.tr…???? Learning AI Without Feeling OverwhelmedMichael recommends taking small steps—setting aside short, consistent blocks of time to explore new tools and staying informed through trusted industry voices. GMT20260305-173113_Recording.tr…???? A Success Story from the ProfessionMichael 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 LessonMichael’s biggest advice: stay curious. Curiosity drives learning, connection, and growth—and helps professionals remain adaptable in a rapidly evolving industry. GMT20260305-173113_Recording.tr…About the GuestMichael 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.
- Feb 12, 2026
Virtual Rolodex with Liz Szporn, Profit First
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 IsProfit 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 CashLiz 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 AdvisoryTraditional 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 & AccountabilityProfit 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 EnemyAI may streamline compliance tasks—but it cannot replace relationships, clarity, or strategic financial guidance. Advisory is the future.???? Better Clients > More ClientsThe 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 RolodexIf you:· Want to add structured advisory services· Want to confidently price higher-value engagements· Want accountability and community· Want to future-proof your practiceLiz and the Profit First Professionals community provide certification, frameworks, tools, training, and guided implementation to help you make it real. About the GuestLiz 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
About Virtual Rolodex hosted by TXCPA Houston
Kristie will be interviewing selected individuals to let you know who they are, what they do, and why they need to be in your own virtual rolodex. These individuals are subject matter experts, authors, speakers, and members who are willing to share their story.
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