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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Virtual Rolodex with Wayne Basist, Founder and CEO of ESQ Mental Fitness
<p>Your Mind Is Your Greatest Asset: Building Mental Fitness for Peak Performance</p><p></p><p ></p><p>Episode Summary</p><p>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.</p><p>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...
Virtual Rolodex with Dana Garnett of The Mindful Strategy
<p>Conflict Is Inevitable. Drama Is Optional: How to Resolve Conflict Before It Costs Your Business</p><p ></p><p>Episode Summary</p><p>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.</p><p></p><p>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 of...
Virtual Rolodex with Dez Thornton, Executive Presence & Speech Coach
<p>The Influence Gap: How Great CPAs Become Great Communicators</p><p ></p><p>Episode Summary</p><p>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.</p><p>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 pres...
Virtual Rolodex with Loren Fogelman, Founder & CEO Business Success Solution
<p>Why Charging by the Hour May Be Holding Your Firm Back</p><p></p><p>Episode Summary</p><p>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.</p><p></p><p>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...
Virtual Rolodex with Saim Akif, CPA, Crypto Tax
<p>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.</p><p></p><p>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 ta...
Virtual Rolodex with Jasir Jamal, CEO from Longhorn 1031 Exchanges
<p>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.</p><p> </p><p>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.</p><p> </p><p>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 be...
Virtual Rolodex with Natalie Picha and Matt Berti from RHP Wealth Management
<p>Why Your CPA, Financial Advisor, and Estate Attorney Should Be Working Together</p><p></p>Episode Summary<p>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.</p><p></p><p>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 pl...
Virtual Rolodex with Lindsay Kline, EA, Founder, Great Bookkeepers Wanted
<p>Why Hiring the Wrong Bookkeeper Can Cost You More Than You Think</p><p ></p><p>Episode Summary</p><p>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.</p><p>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.</p><p>The conversation highlights real-world challenges bu...
Virtual Rolodex with Allyns Melendez, CEO of HR Transformed
<p>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.</p><p></p><p>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.</p><p></p><p>The conversation explores communication across multiple generations in the workplace, how leaders can be more effective with limited time, and why proa...
Virtual Rolodex with Gabrielle Baumeyer of Baumeyer Coaching
<p>Delegation vs. Ownership: The Leadership Shift That Builds High-Performing Teams</p><p></p><p>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.</p><p>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.</p><p>One of the most powerful insights from the discussion...
