In this special episode, Caleb interviews Greg about a tricky situation he encountered early in his career as an accountant. Sponsors Tabs - https://ohmyfraud.promo/tabs Forwardly - https://ohmyfraud.promo/forwardly Artiffex - https://ohmyfraud.promo/artiffex (00:00) - Welcome to Oh My Fraud (00:37) - Listener Reviews and Ethical Dilemmas (04:26) - Greg's Career Background (05:32) - First Job and QuickBooks Training (09:31) - The Client's Business and Management (16:06) - Discovering Financial Irregularities (18:24) - The Mysterious Loan (25:39) - Checks and Balances (35:29) - Firm's Response and Ethical Concerns (40:46) - The Big Hairy Loan (44:06) - Transition to In-House CPA (47:09) - Monitoring the Loan (50:24) - Revealing the Loan to the Board (53:57) - Board's Reaction and Consequences (01:07:55) - "John Bolton's" Hardball Tactics (01:13:33) - Final Resolution and Aftermath (01:20:10) - Lessons Learned and Reflections HOW TO EARN FREE CPE In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Oh My Fraud channel. Register for the course, complete a short quiz, and get your CPE certificate. Download the app: Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Questions? Need help? Email
[email protected] . CONNECT WITH THE HOSTS Greg Kyte, CPA Twitter: https://twitter.com/gregkyte LinkedIn: https://www.linkedin.com/in/gregkyte/ Caleb Newquist Twitter: https://twitter.com/cnewquist LinkedIn: https://www.linkedin.com/in/calebnewquist/ Email us at
[email protected]
