Episode #44 of the CPA Career Paths podcast featured a truly inspiring guest, Kathryn Horton, CPA, a leader in data analytics and audit services with her own firm based in Florida. I had the pleasure of speaking with Kathryn about her career journey, which has been defined by a combination of passion, curiosity, and grit. For Episode #45, we continued this deep dive into her story, focusing on actionable tips for young professionals looking to make their mark in accounting. Here’s a recap of the key takeaways from our conversation.
Meet Kathryn Horton, CPA
Kathryn Horton is the owner of Kathryn Horton, CPA, P.A., a firm specializing in data analytics and audit services. She works with audit firms and nonprofits, offering consulting services for fraud detection and big data insights. With over 13 years of experience in public accounting and a passion for innovative solutions, Kathryn is also an award-winning professional. In 2023, she and I were honored with the AICPA Outstanding Young CPA Award, which was a pivotal moment in both our careers.
“If you work hard, act with integrity, and stay curious, good things come back to you,” Kathryn shared during the interview, reflecting her steadfast philosophy.
A Unique Start: From Actuarial Dreams to Accounting
Kathryn’s entry into accounting wasn’t the conventional path. Initially aspiring to become an actuary, she soon realized that calculus was a hurdle she didn’t want to overcome. She pivoted to accounting, which she found logical and intuitive. This decision, made during a challenging job market in 2009-2010, marked the start of her CPA journey.
Key takeaways:
- Be flexible: Kathryn’s ability to pivot from actuarial science to accounting demonstrates the importance of adaptability.
- Leverage strengths: Accounting felt like a natural fit for Kathryn, allowing her to channel her logical mindset into a rewarding career.
Lessons from Non-Traditional Beginnings
Kathryn’s first job was at Dayton Granger, a manufacturing company where she worked in operations and production control. Though it wasn’t an accounting role, it laid a strong foundation for her future.
Key skills gained:
- Cost accounting: Understanding the cost structures in manufacturing provided Kathryn with practical insights into operations.
- Interpersonal skills: Working with auditors during inventory counts piqued her interest in audit.
- Problem-solving: “I’d ask, ‘Why do we do this process?’ Those questions helped me connect the dots between operations and accounting,” she recalled.
Breaking into Public Accounting
After gaining operations experience, Kathryn pursued an internship at a regional firm, Daszkal Bolton. Her hands-on approach and curiosity made her a standout candidate, eventually landing her a full-time role as an audit associate.
Key advice:
- Internships matter: “An internship is your chance to build maturity and business acumen,” Kathryn emphasized.
- Be a sponge: Always ask questions and absorb as much knowledge as possible.
Carving a Niche: The Power of Data Analytics
One of Kathryn’s most significant breakthroughs was discovering data analytics. As a young associate, she questioned how auditors could ensure data reliability. Her curiosity led her to master data analytics tools and create a unique skill set that would define her career.
Key insights:
- Find your differentiator: “Out of thousands of accountants, what makes you unique?” Kathryn asked.
- Invest in learning: Self-study and certifications were instrumental in Kathryn’s journey to becoming a recognized expert in data analytics.
- Focus on practical applications: Kathryn’s presentations on actionable data analytics set her apart and won her national recognition.
Transitioning from Regional to National Firms
Kathryn’s move to Marcum, a top 15 firm, expanded her expertise further. She gained exposure to new industries, including mortgage companies and alternative investments, and sharpened her technical skills.
Key advice:
- Continuous learning: Every career step should build on your knowledge and skills.
- Embrace new challenges: “Marcum’s training and diverse clients helped me become more well-rounded,” she noted.
Starting Her Own CPA Firm
In 2018, Kathryn took a bold step by launching her own firm. Though the idea wasn’t initially part of her career plan, her network and expertise gave her the confidence to take the leap.
Tips for aspiring firm owners:
- Leverage your network: Years of volunteering and networking paid off when former colleagues and connections became Kathryn’s first clients.
- Focus on quality over quantity: “You don’t need a lot of clients to be successful. Focus on delivering value,” Kathryn advised.
- Plan thoroughly: Kathryn spent a month preparing her firm’s structure, name, and client outreach strategy.
The Importance of Networking
Networking has been a cornerstone of Kathryn’s success. From attending Chamber of Commerce events to volunteering with the Florida Institute of CPAs, she’s built a strong professional presence.
Networking tips:
- Start early: “Even as an intern, I attended events with my mentor,” she shared.
- Go with a buddy: Attending events with peers or mentors can ease nerves and build confidence.
- Stay consistent: Regular attendance helps you build lasting relationships.
Balancing Career, Volunteering, and Life
Kathryn’s ability to juggle multiple responsibilities comes down to careful planning. She uses a master calendar to keep track of her commitments and avoids overextending herself.
Actionable advice:
- Set boundaries: Learn to say no to opportunities if you can’t give them 100%.
- Prioritize self-care: Maintaining a balance ensures long-term success.
- Focus on impact: Choose opportunities where you can make the most difference.
Advice for Young Accounting Professionals
Kathryn’s final advice was both practical and inspiring:
- Stay curious: Always ask “why” and strive to understand the bigger picture.
- Find your flow state: Identify activities that make time fly—these often align with your passions.
- Be proactive: Take initiative, whether it’s learning new skills or attending networking events.
Kathryn’s journey is a testament to the power of hard work, adaptability, and staying curious. Whether you’re just starting your CPA path or looking to grow in your career, her story offers invaluable lessons.
To stay inspired and advance in your accounting career, subscribe to our monthly newsletter. Get tips, advice, and updates straight to your inbox and take the next step in your professional growth!