CPA Success Stories

Gautam Kumar, CPA

I was born and raised in India, in a home where my parents had always worked for someone else. In fact, my father held his job with the same company until retirement. When I came to the U.S., I decided to make the American Dream mine. Armed with a CPA license, I established my own accounting practice.

Initially, managing the office with only two employees was feasible because everything happened right before my eyes. However, as the company grew, so did its inefficiencies. Jobs remained “works in progress” for long periods of time.

John Obrock, CPA

John Obrock, CPA, Accountant, Practice Management

My father had been a CPA and it seemed like a good choice of professions; I decided to follow in his footsteps. In 1985, I joined the CPA practice he had founded 25 years earlier. By 2013, I had become its sole owner and was dissatisfied with how the firm was operating.

My staff picked and chose what they wanted to work on at their leisure. This caused engagements to drag out and also affected realization. Eventually a due date would arise and something would have to happen to satisfy the deadline; that responsibility fell to me.

Robert Cruise, EA

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My home state of Nebraska was in a major recession when I graduated from school with an accounting degree. I couldn’t find a job so I sent letters to friends offering to do their bookkeeping. Twenty-four years later, I am the satisfied owner of a growing financial services firm, but that wasn’t always the case—three years ago, I was considering getting out of the business.

Shelly Beber, EA

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In my early 30s, I decided to leave my job as restaurant manager due to its demanding nights and weekends schedule. As a single mom with three daughters at home, I needed a daytime profession. I accepted my mom’s offer to join her tax preparation firm, despite my expectations of endless paperwork. I soon discovered tax work wasn’t just about crunching numbers, it was about helping people—and I absolutely loved it.

Dairel L. Denton, Jr., CPA

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One Sunday, as I was leaving home to work at my CPA firm, my 12-year-old daughter plastered herself against the backdoor and begged me not to go. That was a light bulb moment for me. I had been putting in 14-hour days at the office, 7 days a week during tax season and 70 hours per week in the off season. My wife, who also had a full-time job, was having to do more than her fair share to help out.

Todd Zabel, CPA

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I was drawn to accounting because it’s black and white, accounts have to balance and it’s far more logical than economics. When I decided to pursue the subject in college, it looked like a good profession and one that I was interested in. I never imagined that 20 years later, I would be the burnt-out owner of a CPA practice.

At the time, I had been trying to build my accounting firm while also running a small software company which sold accounting systems.

Edward Thaney, CPA

Edward Thaney

I have been in public accounting for 25 years; 20 as a partner but only four years as a manager. Trying to run my practice like my predecessors was keeping up with the consistency principle, which is long hours and much stress.

In the fall of 1999, I decided to give Sterling a try to see if they could make my job more enjoyable. Since then, they have given me the vision and guidance to not only enjoy my job, but make money. 

Larry Holmes, CPA

Before I did the How to Dream in Color Workshop, in 2002, if someone had asked me for my goal as a CPA, I’d probably have answered, “To finish the tax return that’s on my desk.” I’d hit bottom in 2000 and was just coming up.

Now I actually Have Some Time When I can Work

Lloyd Painter

When veteran Kentucky CPA Lloyd Painter called Sterling, he wasn't just looking for things to be a bit better.

"It was a matter of survival," he says. "I felt my business had grown to the point I didn't know how to run my business. I understood the technical side of what I was doing, but I didn't have the management side of it down. I know other people who were having the same kind of 'growing pains,' you might call them, and they had gotten a lot out of Sterling."