Episode 44: Sophia Loh, Partner, Family Office Frank, Rimerman + Co

In this episode, Sophia Loh walks us through her career journey from studying accounting + finance at UC Berkeley, to exploring various roles within accounting including being CEO of her own accounting software company, before landing a Partner role at Frank, Rimerman + Co. One of the top 10 accounting firms in the San Francisco Bay Area and one of the top 100 in the nation.

If you have the goal of becoming partner, this is the episode for you! You will learn:

  1. The skillset it takes to jump from manager to partner
  2. Sophia's guidance on how to effectively manage overwhelm during the busy season
  3. Why the future of accounting means you have to be able to think big picture and how to start practicing that now

Resources mentioned in this episode:

  1. Wharton Business Radio podcast
  2. Sophia Loh's LinkedIn
  3. Frank, Rimerman + Co website

This episode is brought to you by Money & Mimosas