The Texas Resource for Careers in Accounting


Juan Carlos Almanza

074: Building a Firm From Both Sides of the Border – Juan Carlos Almanza, CPA

In this episode of Life In Accounting: The Where Accountants Go podcast, we speak with Juan Carlos Almanza, CPA, CTA, CVA, of Almanza CPA Firm, PLLC, a San Antonio accountant and businessman who has enjoyed tremendous growth in his practice over the last few years. Growing Up on Both Sides Juan Carlos grew up in both Mexico and Texas. He was a Texas student by day and he lived in Mexico in the evening. This diversity gave him the natural ability to be flexible and see different points of view. He knew early on that he wanted to study accounting. Raising the Bar Juan Carlos worked for two firms early in his career. He was doing some bookkeeping as side hustle (two clients), and he had a friend who designed a website for him for this side work. Unfortunately, moonlighting was not permitted by his employer. Juan Carlos was told he had to make a choice - his employer or his side work. Juan Carlos followed his instinct and decided to leave his employer, and within a few hours of that decision he was able to get additional work that allowed him to continue to develop his business. Building an International Business Headquartered in San Antonio, Almanza CPA Firm expanded their international tax business to include two cities in Mexico. Further expansion included creating a real estate company as well which houses Almanza CPA Firm.   Get a vision for your life, base your life on principle, and then everything will fall as it should.   Other podcasts referenced in this podcast: Interview with Don Maranca (CPA) & Owner of JDSM Enterprises Essay referenced by Juan Carlos in the interview:  "As a Man Thinketh" by James Allen To listen in on this interview with Juan Carlos Almanza, please use the player below:  

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Dana McCartney

073: Finding the Perfect Balance – Dana McCartney with Maxwell Locke & Ritter

In this episode of Life In Accounting: The Where Accountants Go podcast, we speak with Dana McCartney, CPA a Tax Partner with Maxwell Locke & Ritter (MLR) out of Austin, TX. An undergrad graduate of Texas A&M, Dana was originally pre-med but switched to accounting as she saw it as a better long-term fit for herself. Dana then obtained her Masters in Taxation from the University of Denver. Life at MLR Dana started with MLR as a part-time employee, and over the years her schedule and workload gradually increased and she became a full-time employee. She works remote approximately three days a week and works from the Austin office two days a week. Remote working options are commonly supported at MLR. MLR has approximately 100 employees and they work primarily with closely-held middle market companies and high net worth individuals. They are the largest local accounting firm in Austin. Working with an Award-Winning Firm          MLR was named as one of the “2017 Best Firms For Women” by Accounting Today. Dana feels that the family-friendly flexibility of MLR is what helped the firm to achieve this honor. As long as employees take care of their clients, MLR doesn’t mind where people work from or their exact day-to-day schedule. Employees are basically responsible for setting their own schedules. Supportive Affiliations MLR has an affiliation with a firm out of India for some data-entry portions of their work. This is successful because they view the Indian firm as part of MLR. MLR spends time training the group which helps to make them a truly integrated part of MLR. Community Involvement MLR is very supportive of associates participating in community and volunteer activities as well. Dana served on a local PTA both as a President and as a Treasurer, and she is currently serving on the Board of Directors for The Final Acts Project. Other podcasts referenced in this podcast: Ryan Bartholomee, CPA/CFO – Career, Family & Volunteering To listen in on this interview with MLR Partner Dana McCartney, please use the player below:

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