CPA Review & More: Recent Episodes
Yaeger CPA Review
"CPA Review & More" is hosted by Phil Yaeger of Yaeger CPA Review. This podcast will discuss the CPA Exam and other topics related to CPAs. Each week we will have a special guest that we will interview about their career in the financial industry.
Liz Mason founder of High Rock Accounting joins the Podcast to discuss family life, business, career, accounting and the future for CPA's.
National speaker and author Joe Woodard joins the Podcast to talk about empowering small business owners, accounting candidates and strategies.
In the second part of this two-part episode, Roslyn talks about farm accounting and the impact Enrolled Agents can have both personally and professionally. Her book, "Adelaide the Accountant," explains what taxes do and accountants do. She discusses how the book sheds a positive light on taxes and helps kids and adults understand their purpose.
In this episode Phil Yaeger meets up with founder of Ranknetics to discuss all things related to social media marketing, LinkedIn, the psychology behind creating a solid road map, brand awareness and more.
In the first part of this two-part episode, Phil speaks with Roslyn Haynie Banks, an enrolled agent, 40 Under 40 Honoree and author. Roslyn shares her career path to becoming an EA and how she became intrigued by taxation while handling the book keeping for her family's farming business in rural Virginia. She shares how clients can determine if their Financial Advisor is the best fit for them.
In the first part of this two-part episode, Phil speaks with Shadrack Kubyane, co-founder of Coronet Blockchain. Shadrack discusses what his company does and how he got into the blockchain sector. He also explains why he thinks consumers in the United States and those in the finance industry should care about the impact this blockchain has on Africa’s supply chain.
In this second episode of this two-part episode, Phil continues his conversation with Shadrack Kubyane, co-founder of Coronet Blockchain. Shadrack talks about his childhood and education background and how it helps him with what he does now. He also discusses how he gathered his knowledge in cryptocurrency.
In this second episode of this two-part episode, Phil continues his conversation with Shaahin Cheyene, President at Accelerated Intelligence Inc. and a serial entrepreneur. Shaahin talks more about finding innovative products to sell on the Amazon platform. He also discusses his book, Billion: How I Became King Of The Thrill Pill Cult.
In the first part of this two-part episode, Phil speaks with Shaahin Cheyene, President at Accelerated Intelligence Inc. and a serial entrepreneur. Shaahin talks about the lessons he learned from his career that spans more than 30 years and how he finds innovative products to sell on the Amazon platform.
In this second episode of this two-part episode, Phil continues his conversation with Ian Schnoor, President and Founder at The Marquee Group and Executive Director at the Financial Modeling Institute (FMI), about financial modeling. Ian talks about the CFA (charter financial analysis) exam and how the FMI prepares students for it. He also talks about entering the job market and why you should get into financial modeling.
In the first part of this two-part episode, Phil speaks with Ian Schnoor, President and Founder at The Marquee Group and Executive Director at the Financial Modeling Institute (FMI). Ian talks about financial modeling, a discipline that builds a financial forecast of a company’s future performance. He discusses why financial modeling is the most important decision making tool in accounting and finance.
In this second episode of this two-part episode, Phil continues his conversation with Steve Moskowitz, Senior Partner at Moskowitz LLP. With filing season coming up for the 2021 tax year, Steve talks about the changes to expect when filing individual returns. He also talks about why he pursued accounting.
In the first part of this two-part episode, Phil speaks with Steve Moskowitz, Senior Partner at Moskowitz LLP. Steve shares why he became a tax attorney and how he helps his clients save on their taxes. He also discusses the importance of tax planning when it’s a good time to start.
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CPA candidates, you can't afford to miss this episode of CPA Review & More. Mike Decker, AICPA VP of Examinations, talks with Phil about all things related to the CPA Exam. Since the AICPA creates and distributes the CPA Exam, you're hearing it straight from the horse's mouth.
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In this episode of the Yaeger CPA Review and More Podcast, we continue our conversation with Danielle Supkis Cheek, the VP of Strategy and Industry Relations at MindBridge. MindBridge is a risk discovery platform that external and internal auditors or the finance teams can use to help augment their staff and make them spend time on what matters more.
Listen in to learn the different ways the CPA model can be innovated to make it an attractive career to many people.
In this Episode You’ll Learn:
[1:35] Why she found the forensic accounting exam way easier than the CPA exam.
[3:02] How to change the CPA model and the starting salaries to make CPA an attractive career to many people.
[11:11] Can universities be influenced to add skills to CPA students to make them market-ready right out of school?
[13:39] The importance of advocating for change in the CPA model to teach students what they need to know about CPA.
[19:37] The value of having tough conversations without involving emotions as an expert witness.
Relevant Links:
Website: https://www.mindbridge.ai/
LinkedIn: https://www.linkedin.com/in/dsupkischeek/
In this episode of the Yaeger CPA Review and More Podcast, we have Danielle Supkis Cheek, the VP of Strategy and Industry Relations at MindBridge. MindBridge is a risk discovery platform that external and internal auditors or the finance teams can use to help augment their staff and make them spend time on what matters more.
Listen in to learn more about Danielle’s journey as a CPA and how she transitioned from policy influencing to forensic accounting. You will also learn how she works to discover fraud in financial data and the risky side of her job.
In this Episode You’ll Learn:
[4:19] How MindBridge discovers risk across companies’ financial data, plus Danielle’s role as VP of Strategy and Industry Relations.
[9:00] Danielle’s former career as a policy influencer before transitioning into accounting.
[17:53] She explains how she got into forensic accounting and some of the projects she’s been involved in.
[20:52] The risky side of Danielle’s job plus her missed opportunity with the FBI.
[26:54] How the FBI works on complicated fraud tasks plus how technology is changing that.
Relevant Links:
Website: https://www.mindbridge.ai/
LinkedIn: https://www.linkedin.com/in/dsupkischeek/
In this second episode of this two-part episode, Phil continues his conversation with Zachary Gordon, a CPA based in New York. Zachary discusses more on the cannabis industry, sharing his tips for CPAs and accountants who are interested in taking clients from this industry. He also provides tips for handling audits and shares where he sees the cannabis industry going in the next five years. He also talks about cryptocurrency and the services he provides for this digital form of money.
In the first part of this two-part episode, Phil speaks with Zachary Gordon, a CPA based in New York. Zachary shares his unorthodox story on how he got into the cannabis industry. He also discusses the current state of the ever-expanding business and the applicable accounting principles. He also talks about his work with cryptocurrency.
In this second episode of this two-part episode, Phil continues his conversation with Adrienne Gonzalez, Senior Writer at Growing Concern, about why the number of people taking the CPA exam has decreased. Adrienne also talks about where she sees this profession is going and share more on what Growing Concern covers.
In the first part of this two-part episode, Phil speaks with Adrienne Gonzalez, Senior Writer at Growing Concern, an accounting news publication. Adrienne shares her theories on why there is a decrease in the number of people taking the CPA exam. She also discusses how the COVID-19 pandemic affects businesses.
In this second episode of this two-part episode, Phil continues his conversation with Chi Nguyen-George, a CPA at the Defense Contract Audit Agency. Chi discusses how she helps people through her blog, The CPA Mom, and connects with accountants and CPAs who are also moms and/or military spouses. She also discusses what she likes about working for the federal government.
In the first part of this two-part episode, Phil speaks with Chi Nguyen-George, a CPA at the Defense Contract Audit Agency. Chi first talks about her background in accounting and why she chose this path over becoming a teacher. She also discusses her blog, The CPA Mom, that she created this year and how she uses it to connect with accountants and CPAs who are also moms and/or military spouses.
In the second episode of this two-part episode, Phil continues his conversation with Lauren Haverlock, a Senior Manager at Mossadams in Los Angeles. Lauren talks about the exciting avenues of Public Accounting and why she chose this career path. She also discusses her love for accounting, and how becoming a CPA changed her life.
In the first part of this two-part episode, Phil speaks with Lauren Haverlock, a Senior Manager at Moss Adams in Los Angeles. Lauren discusses what her company strives to accomplish and how they attract and maintain clients. She also talks about the different paths you can take with a Public Accounting degree.
In this second episode of this two-part episode, Phil continues his conversation with Arthur Garcia, a tech leader, co-founder and COO of SOMOS and co-founder of Contabi Alliance. Arthur talks about the accounting experience he received at this family’s restaurant instead of a public accounting firm. He also discusses how he helps accounting firms implement structures with new types of services. Lastly, he shares his advice on guiding students on a career path in accounting.
In the first part of this two-part episode, Phil speaks with Arthur Garcia, a tech leader, co-founder and COO of SOMOS and co-founder of Contabi Alliance. Arthur talks about his work with Contabi Alliance that connects with Latino accounting professionals. He also discusses what he’s doing to educate future generations of Latino CPAs and bridge the gap between accounting professionals, CPAs and its partners.
In this second episode of this two-part episode, Phil continues his conversation with Greg Kyte, a CPA and a stand up comedian. Greg talks about Comedy Church, a comedy show that he founded, and how he incorporates accounting into his jokes.
In the first part of this two-part episode, Phil speaks with Greg Kyte, a CPA and a stand up comedian. Greg discusses why he changed his career as a junior high math teacher to become an accountant. He also talks about how he started doing stand up comedy.
In this second episode of this two-part episode, Phil continues his conversation with Tom Lindsey, a CPA based in Lansing Michigan. Tom talks about the challenges he faced taking the exam in his mid-40s and how the COVID-19 pandemic provided him the time and mindset he needed to study. He also discusses how the CPA will change his life.
In the first part of this two-part episode, Phil speaks with Tom Lindsey, a CPA based in Lansing Michigan. Tom discusses what it was like to study and take the CPA exam in his mid-40s and how Yaeger CPA Review courses helped him prepare. He also shares what inspired him to become a CPA.
In this second episode of this two-part episode, Phil continues his conversation with Philip Sookram, CPA and Assistant Professor at Saint Peter’s University. Philip shares more on how to recruit students to pursue CPAs and talks about the teacher that inspired to pursue accounting. He also discusses how he continues to expand his skill sets and gives advice on how to navigate the industry.
In the first part of this two-part episode, Phil speaks with Philip Sookram, CPA and Assistant Professor at Saint Peter’s University. Philip talks about his career trajectory. He shares why he thinks there’s a shortage of CPAs and how he recruits students to study accounting. He also discusses how Yaeger CPA Review helped him pass his CPA exam.
In this second episode of this two-part episode, Phil continues his conversation with Dr. Sean Stein Smith, an Assistant Professor in Business and Economics for Lehman College about cryptocurrency. Sean talks about the Institute for Blockchain & Cryptoasset Research, which he founded in 2020. He also discusses two of the biggest problems in cryptocurrency right now.
In the first part of this two-part episode, Phil speaks with Dr. Sean Stein Smith, an Assistant Professor in Business and Economics for Lehman College. Sean talks about cryptocurrency, defines what it is and shares some advantages and disadvantages with investing in it.
In this second episode of this two-part episode, Phil continues his conversation with James McGettigan, CPA, CGMA and CFP at Stoker Ostler. James talks about his experience that got him to where he is today. He also shares why he stays in accounting and his goals for the future.
In the first part of this two-part episode, Phil speaks with James McGettigan, CPA, CGMA and CFP at Stoker Ostler. James shares why he became a certified personal financial specialist. He also talks about how and why he feels the accounting industry is evolving.
In this second episode of this two-part episode, Phil continues his conversation with Ken Healy, CPA and Partner at Diversified Financial Solutions. Ken discusses the importance of embracing change in the accounting industry and technology. He also shares how the CPA designation has changed his life.
In the first part of this two-part episode, Phil speaks with Ken Healy, CPA and Partner at Diversified Financial Solutions. Ken talks about the current state of the accounting industry and some of the difficulties he faces as a small business owner. He also discusses why he picked CPA as a profession.
In this second episode of this two-part episode, Phil continues his conversation with Geraldine Carter, founder of She Thinks Big Coaching. Geraldine talks about how she guides her clients to find a speciality for their business rather than serve as a generalist. She also shares how she works with CPAs one-on-one and through her roadmap to advisory services. Lastly, she talks about her weekly podcast, Smart Strategy for CPAs.
In the first part of this two-part episode, Phil speaks with Geraldine Carter, founder of She Thinks Big Coaching. Geraldine talks about being a business coach for solo CPAs and small firms and how she helps them make their businesses run better and more easily. She also discusses how she helps clients be strategic with their pricing and the difference between working hourly vs value pricing.
In this second episode of this two-part episode, Phil continues his conversation with Michael Jamison, President and CEO of OnTarget CPA. Michael talks about working with the IRS and the phone service he uses to reduce his hold times with them. He also gives advice on how he gets those first clients and how to determine what types of services to offer.
In the first part of this two-part episode, Phil speaks with Michael Jamison, President and CEO of OnTarget CPA. Michael talks about how he got into accounting and his career trajectory. He also talks about outsource accounting and working with small- to medium-sized businesses. He shares the changes he saw with businesses during the COVID-19 pandemic and Paycheck Protection Program (PPP) loans.
In this episode, Phil speaks with Dr. Ron Premuroso, an instructor for CPA Review, about the upcoming changes to the CPA exam. Ron provides the new blueprints that have been added to the Business Environment and Concepts (BEC) and Auditing and Attestation (AUD) parts of the exam that will take effect on July 1. He also discusses what’s been modified and simplified, and he shares the list of topics that haven’t been eliminated from the exam.
In this two-part episode, Phil continues his conversation with Josh Lance, founder and Managing Director of Lance CPA Group, a virtual CPA firm that focuses on providing accounting and consulting services to craft breweries and digital agencies. Josh talks about teaching accounting and entrepreneurship as an adjunct professor at Northwestern University and how he made due in the last year during the COVID-19 pandemic. He also shares his thoughts on the requirements to become a CPA.
In this two part episode, Phil speaks with Josh Lance, founder and Managing Director of Lance CPA Group, a virtual CPA firm that focuses on providing accounting and consulting services to craft breweries and digital agencies. Josh talks about what made him get into accounting and how he started his practice working with craft breweries and digital consulting.
In this two-part episode, Phil continues his conversation with Andrew Hunzicker, founder and owner of DOPE CFO, about accounting in the cannabis and CBD/hemp industry. Andrew talks about the rules and regulations that are related to this industry. He also shares why it’s important to always produce world class work.
In this two part episode, Phil speaks with Andrew Hunzicker, founder and owner of DOPE CFO, about accounting in the cannabis and CBD/hemp industry. Andrew’s provides training and education that help CPAs and accountants comply with accounting and tax rules in this industry and how they can market to new clients.
In this two-part episode, Phil continues his conversation with David Peters, founder, owner, and financial advisor of David Peters Financial Group. David breaks down his career trajectory and talks about why he started his own business and what he did to get his practice going. He also talks about his other projects, including his podcast, The Accountable.
In this two part episode, Phil speaks with David Peters, founder, owner, and financial advisor of David Peters Financial Group, about expanding skill sets in the accounting industry. David talks about how much of his practice is in financial planning and how it developed over time. He shares why he thinks some CPA firms are expanding their services beyond tax preparation.
In this two-part episode, Phil continues his conversation with Kenneth Omoruyi of CKO, CPAs & Advisors. Kenneth shares more about opening his firm and working with his partner who also studied in Nigeria. He talks about the difficulties he faced taking the CPA exam, which he took 19 times, and what he would change about the accounting profession.
In this two part episode, Phil speaks with Kenneth Omoruyi, EA, CPA and managing partner of CKO, CPAs & Advisors. Kenneth talks about how accounting differs between Houston, Texas and his home country of Nigeria. He also shares why he sought to open his own accounting firm and how his mother played a role in his pursuit in accounting.
In this two-part episode, Phil continues his conversation with Kathryn Horton about data analytics. Kathryn shares her thoughts on online accounting programs and the new programs that teach data analytics. She also gives advice for students interested in learning this process. She ends the discussion by talking about why people need to find a specialty or niche to stand out from the other accountants and one thing she would change in the profession.
In this two part episode, Phil speaks with Kathryn Horton about data analytics. Kathryn discusses what is data analytics and why it’s important to know for the profession. She shares her thoughts on how the schools are teaching this as part of the accounting curriculum. Kathryn also shares her career trajectory from the struggle to finding a job after she took the CPA exam to starting her own private firm.
In this two-part episode, Phil continues his conversation with Twyla Verhelst, Head of FreshBooks Accountant Channel and Leader of the Accounting Professionals Program. Twyla discusses how technology can create more efficient and effective workflows in the accounting industry. She suggests asking yourself what you are trying to achieve in your practice, client engagement and the services you offer and how accounting software can help you achieve those goals. Twyla also reacts to being chosen as one of the top 50 women in accounting.
In this two part episode, Phil speaks with Twyla Verhelst, Head of FreshBooks Accountant Channel and Leader of the Accounting Professionals Program. Twyla talks about her role at FreshBooks Accounting and what they offer. She shares what to look for in choosing accounting software for your business, asking yourself what you need and are trying to gain efficiencies. She also discusses the differences in accounting between the US and Canada.
In this two-part episode, Phil continues his conversation with Jessica McClain, Controller for Brand USA. They talk about Jessica’s career working for a not-for-profit and why she felt she was nominated for CPA Practice Advisor’s “40 under 40” last year. The episode ends Jessica sharing what she is looking for with diversity, equity, inclusion and belonging in the accounting profession.
In this two part episode, Phil speaks with Jessica McClain about the CPA exam and the changes coming in 2024 to reflect the skills that are needed in today's accounting world. Jessica also explains what she does as a Controller for Brand USA and the various certifications she holds. The episode ends with a discussion on what Jessica likes about auditing.
In this two part episode, Phil continues his conversation with Jeff Wilson, CPA and owner of the W2 Group, about the future of accounting. Jeff shares how his firm uses artificial intelligence with some of his clients and how he thinks technology will continue to evolve the industry. He also describes his specialization and what he loves about the profession.
In this two part episode, Phil interviews Jeff Wilson, CPA and owner of the W2 Group. Phil and Jeff talk about cloud-based accounting that provides access to accounting systems and information from anywhere with internet access. Jeff discusses why he uses cloud accounting and how it has changed education and testing. He also shares tips on how to relieve the stress before taking the CPA exam.
In this two part episode Phil interviews Jeremias Ramos, a New York tax profesisonal that runs a successful CPA blog. Phil and Jeremias talk about how working at home is working out well for his firm while being curious what the New York real estate market is going to look like in the coming years. They finish off their conversation with some very clear tips on how to pass the CPA exam and what employers may be looking for.
In this two part episode Phil interviews Jeremias Ramos, a New York tax profesisonal that runs a successful CPA blog. Phil and Jeremias talk about how working at home is working out well for his firm while being curious what the New York real estate market is going to look like in the coming years. They finish off their conversation with some very clear tips on how to pass the CPA exam and what employers may be looking for.
www.thedailycpa.com
In this episode, Phil interviews Sean Saari. Sean is involved in sorting through complicated issues anywhere from PPP loans to tracing assets for divorce settlements. As a graduate from Notre Dame, Sean encourages students to take the CPA exam as he has found it to be a very helpful tool.
In this episode, Phil interviews Sean Saari. Sean is involved in sorting through complicated issues anywhere from PPP loans to tracing assets for divorce settlements. As a graduate from Notre Dame, Sean encourages students to take the CPA exam as he has found it to be a very helpful tool.
Phil sits down with Henrick Haeckel to discuss his unique path into his current role as a tax attorney. Henrick gives a look behind what it actually looks like to work in the tax arena and how difficult it can be but how rewarding it can be as well. As complicated and cold-hearted taxes can be, Henrick emphasises that as long as you work hard, keep your head up, and your ear to the ground, the rewards and enjoyable and meaningful.
Phil sits down with Henrick Haeckel to discuss his unique path into his current role as a tax attorney. Henrick gives a look behind what it actually looks like to work in the tax arena and how difficult it can be but how rewarding it can be as well. As complicated and cold-hearted taxes can be, Henrick emphasises that as long as you work hard, keep your head up, and your ear to the ground, the rewards and enjoyable and meaningful.
Phil sits down with Ryan Scharar to discuss the importance of getting your CPA license. In this episode, Ryan & Phil share their love for travel & baseball, reminding us all that being a good CPA is also about balancing your life with things you enjoy and can share with others.
Phil sits down with entrepenuer & YouTuber, Hannah Smolinski. They talk extensively on the difficulties that small businesses face when trying to understand the PPP loans. Hannah is becoming a rising star in the world of understanding and clearly communicating what small businesses owners need to know about the PPP loans. Check out her YouTube channel : https://www.youtube.com/channel/UCS1TfAapbr2J8izI8MH3ttw
Phil sits down with entrepreneur & YouTuber, Hannah Smolinski. They talk extensively on the difficulties that small businesses face when trying to understand the PPP loans. Hannah is becoming a rising star in the world of understanding and clearly communicating what small businesses owners need to know about the PPP loans. Check out her YouTube channel : https://www.youtube.com/channel/UCS1TfAapbr2J8izI8MH3ttw
Ron Premuroso & Phil talk about the importance of using the blueprints to study in order to pass the exam. They also touch on the ever important topic of what the role of the AICPA is & suggest what direction would be most helpful to advocate for those who are trying to pass the CPA exam.
In this episode, Ron Premuroso and Phil walk through a few tips on task based simulations on the CPA exam. Ron & Phil passionatly talk about their desire to aid and help students pass their exam no matter how many times they've failed. Tune in next week for the rest of the episode, critiquing the AICPA and the pep talk you didn't know you needed.
Ingrid Edstrom is a remarkable human, who has taken a non-traditional route to serve a part of the CPA market that is often left untouched. Phil and Ingrid's conversation ranges from why it's important to know your clients well, to how you can more easily step into your unique niche without fear of inadequacy paralyzing you.
Ingrid Edstrom is a remarkable human, who has taken a non-traditional route to serve a part of the CPA market that is often left untouched. Phil and Ingrid's conversation ranges from why it's important to know your clients well, to how you can more easily step into your unique niche without fear of inadequacy paralyzing you.
Deb Meyer is the founder of WorthyNest. A CPA firm focused on helping Christian families and entrepenuers understand how to mange and invest their money wisely and generously. Phil and Deb talk about the importance of not just using your money wisely but putting some thought into the motivation behind what your money is used for.
Deb Meyer is the founder of WorthyNest. A CPA firm focused on helping Christian families and entrepenuers understand how to mange and invest their money wisely and generously. Phil and Deb talk about the importance of not just using your money wisely but putting some thought into the motivation behind what your money is used for.
Phil sits down with Stefanie Peterson who runs his company's social media to discuss how and why you should use social media marketing. It can be overwhelming and seem pointless, but Stefanie walks through few practical steps to aid in beginning creating an online presence.
Want Stefanie's help?
Visit: www.likeablelocal.com
Phil sits down with Stefanie Peterson who runs his social media to discuss how and why you should use social media marketing. It can be overwhelming and seem pointless, but Stefanie walks through few practical steps to aid in beginning creating an online presence.
Want Stefanie's help?
Visit: www.likeablelocal.com
Jackie Meyer runs a highly specialized concierge tax service for a small group of clients. Phil and Jackie talk about her intential focus on her clients needs as well as how she is investing into younger CPA's to further the development of their career path. They also discuss and share ways in which they think the AICPA could evolve into a greater iteration of what it is where celebrating & advocading for new CPA's would become one of their primary focuses.
Sign up for the FREE 2 week trial of Jackie's new software: taxplaniq.com
Chris Hervochon returns to talk to Phil about how he and his team have been handling COVID and helping clients through the complicated waters of the PPP Loan. Phil and Chris also touch on other subjects involving the ever-changing tax code & the affect of AI & bots on CPA firms.
Phil interviews Judy Vorndran on how and why she chose to live and work in Denver, Colorado and how she has handled the current shift in how things are run and where she chooses to invest her time and energy. Her approach to running her own firm and the lessons she has learned proves to be a valuable insight for anyone listening.
John Garrett teaches Phil the importance of taking time for your outside hobbies and sharing them with your coworkers. Gone are the days of work stays at work. With our new blended work-life balance, especially as more and more companies work remote, your hobbies can significantly positively influence the way you work. Find out more on this week's episode of CPA Review & More.
Is the AICPA ready to implement blockchain specialization into the new CPA Exam model by 2024? Find out what Ian Khan and Phil Yaeger think about blockchain, CPA Firms, and the CPA Exam on this week's episode of CPA Review & More.
Mark Goldman, accounting recruiter and podcast host for the Where Accountants Go podcast, joins Phil on this episode of CPA Review & More. Mark gives great advice for accountants trying to get hired this year. Coronavirus has changed the hiring landscape and it's time to get informed!
Blake Oliver's CPA journey is unique. Blake entered the workforce during one of the worst economic times, The Great Recession. Combine that with a major in music, his job prospects were extremely limited. Now, Blake is Accounting Today's Top 100 Most Influential Accountants. Find out how he navigated the economic crisis of 2008 and his advice for handling the economic crisis today.
Are you struggling to get new clients? Maybe you just put out a sign above your door and nobody is walking in (figuratively speaking, of course!). Krista Mashore is the expert on social media strategies for capturing new clients and lead gen. Find out what you might be doing wrong and how to correct course on this week's episode of CPA Review and More!
Need a few study tips for the CPA Exam? Look no further. Phil and Ron dive into the most efficient way to prepare for the CPA Exam on this week's episode of CPA Review & More!
Mike Whitmire, CPA started his own accounting software company FloQast and raised over 93 million dollars from venture capital. He's an entrepreneur and a go-getter and you'd be sorry to miss this episode of CPA Review and More!
Join Phil Yaeger and Fletcher Wimbush, SR. VP of Partner Placement at Wimbush & Associates, Inc., as they talk about what CPA Firms are looking for right now in CPA Candidates.
Join Phil Yaeger and Jason Deshayes for accounting career advice on this week's episode of CPA Review & More.
We have a special treat for you this week! Join Phil and his roundtable discussion on "controversial" CPA topics with Martin Zych, Blake Oliver, and Brian Tankersley. Find out their thoughts on the CPA Exam, the AICPA, the CPA License, and of course, the coronavirus pandemic.
Tyler Clark, founder of Dream Firms, shares his marketing secrets for building your dream client database. Learn about niche marketing, lead generation, and setting up efficient systems in this week's episode of CPA Review & More.
Join Phil and Ron for some helpful tips and tricks for the CPA Exam. Dive into simulations with Ron as well as BEC including written communications questions. Also, you'll go over tough auditing topics - audit opinion and critical audit matters, for example.
Tim McNeely joins us for a second episode to discuss niche marketing and how it can impact your business tremendously. Find out how CPAs can transition their practice to serving specialized groups of professionals.
Wealth Advisor Tim McNeely, CFP uncovers what the super rich are doing versus the rest of us. Find out how you can build a team of professionals to help you move your practice to the next level on this week's episode of CPA Review & More.
Futurist Ian Khan details where the accountancy profession will be in the next 5 - 10 years. His research on data trends and technology initiatives helps him forecast the future of accounting. Will technology push out the accountants? Or, will we need accountants more than ever before? Find out in this week's episode of CPA Review & More.
How do you interpret technology in your business? Are you embracing the updates and changes? Do you work with or against technology? Samantha Bowling, 2019's most powerful woman in accounting, shares how her firm handles new technology. She also discusses the CPA Exam and where she thinks its headed.
Eric Greene, Director of Financial Reporting at ZAGG, Inc, walks through difficult CPA Exam concepts via real-world examples, aka the company he works for. Reinforce difficult concepts from the CPA Exam by listening to Eric and Phil discuss how they are used in today's accounting world.
Caleb Bullock, CPA gives informative insight into what it's like working for a smaller to medium size firm versus the Big 4. Find out why Somerset CPAs and Advisors, along with other similar sized firms, is a remarkable place to work as a new CPA.
Where is the auditing world going with new technologies? Where are cryptocurrency and blockchain headed? Find out from Steven Baum, CPA and 40 under 40 accounting influencer for 2019 on this week's episode of CPA Review & More.
Chris Hervochon, CPA, a 2019 40 under 40 accounting influencer, recently struck out on his own to start his own practice. Find out what motivated him and how he taught himself the right skills he needed to make the plunge.
Ilya Radzinsky, CFA and Co-Founder of TaxDome, opens up about what it takes to be a successful entrepreneur on this week's episode of CPA Review & More. Check out TaxDome at www.taxdome.com.
Mark Goldman, accounting recruiter and podcast host for the Where Accountants Go podcast, joins Phil on this episode of CPA Review & More. From the coronavirus to transitioning your accounting career to CPA Review, these two podcast hosts share their advice to CPA Candidates.
If you are in need of a little pick-me-up, listen to this CPA Review & More episode with Bridget Kaigler, CPA. Motivating and inspiring, Bridget shares how the CPA license has opened doors for her in her accounting career. As a leadership consultant, Bridget shares how to become a leader in your organization and how to grow your skills to position yourself as a leader.
Phil Yaeger and Ron Premuroso talk about the AICPA's new proposed CPA Evolution Model. They also share their opinions about the education surrounding accounting, in the universities, the professors, and the courses.
Phil Yaeger interviews Tate Henshaw, an entertainment industry accountant. Learn about the ins and outs of accounting in the entertainment space, specifically business managing musicians, sport athletes, even game show hosts!
Curious to know more about the AICPA's new CPA Evolution model? Hear it from the horse's mouth as Phil sits down with AICPA's Carl Mayes to discuss the future of the CPA license.
Phil Yaeger sits down with Garrett Wagner, an accountant specializing in advisory services, to explain the benefits of working in advisory services.
If you are taking the REG Exam soon, it's your lucky day. Phil Yaeger spends 60 minutes reviewing tough topics on the REG Exam. Good luck studying!
Join Phil Yaeger as he interviews Kevin Kelly, a top accounting and finance recruiter. Find out what accounting and finance jobs are in high demand and how to make yourself standout when applying to firms. Kevin has the inside scoop on what firms are looking for when hiring.
Phil Yaeger interviews Caleb Jenkins, an accountant with an impressive background, about his decision to forego the CPA.
Join Phil Yaeger and Ron Premuroso as they discuss the AICPA and the evolution of the CPA Exam. Learn why and how the AICPA makes changes to the CPA Exam and when to expect upcoming changes.
Learn about the hugely successful cloud accounting company Xero with Ben Richmond and Phil Yaeger on this week's episode of CPA Review & More.
Interested in nonprofit accounting? Brian Bender, Senior Manager and Co-Chair of Nonprofit Practice at S.R. Snodgrass, sits down with Phil to share his accounting journey and what led him to this particular accounting path.
Learn crucial tips & tricks to best approach MCQs on the CPA Exam with CPA Exam Experts Phil Yaeger and Ron Premuroso. Follow along with the MCQ examples by heading over to https://www.yaegercpareview.com/webinars.cfm.
Phil Yaeger interviews Shehan Chandrasekera, CPA and cryptocurrency expert. Learn the basics of cryptocurrency and how bitcoin works on this week's CPA Review & More podcast episode.
To find Shehan, you can go to his page and his company's page below:
https://www.shehanspeaks.com/
https://www.cointracker.io/
Do you feel time challenged when facing a simulation question containing documents on the CPA Exam? Learn how to quickly, efficiently, and methodically determine if each document is relevant or not when answering the requirements of the simulation. Join Phil Yaeger and Ron Premuroso on this week's episode of CPA Review & More and approach task based simulations with more confidence. Follow along with your Yaeger book ---> BEC pgs. 6-3 thru 6-7 for the TBS and pg. 6-12 for the solutions. You can follow along with the FAR discussion on our website at https://www.yaegercpareview.com/webinars.cfm.
Join Phil Yaeger & Vince LoRusso as they walk through all things blockchain. Find out how blockchain is revolutionizing business from agriculture and food traceability to financial services and digital currency.
Phil Yaeger and Ron Premuroso talk about the upcoming changes to the CPA Exam for 2020 on this week's episode of CPA Review & More.
Phil Yaeger interviews David Cardoza, a 2019 Top 20 Under 40 Accounting Influencer. Find out all the details about David's company Expensify on this week's episode of CPA Review & More.
Join Phil Yaeger & Chris Jankiewicz, two CPA Exam experts, as they dive into FAR: Governmental Accounting & Leases. Find out everything you need to know about these two challenging topics before you walk into take your FAR Exam on this week's episode of CPA Review & More.
Phil Yaeger interviews Arianna Campbell, a 2019 Top 20 Under 40 Accounting Influencer. Find out how Arianna, who is not a CPA, used her sociology degree and relationship-building experiences to successfully advise and streamline CPA firms to improve their client satisfaction on this week's episode of CPA Review & More.
Book time on Phil's Calendar https://go.yaegercpareview.com/schedule
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Meet Charles Kelly, a recent Yaeger CPA Review success story. Charles shares with Phil how he went from failing the CPA Exam multiple times to passing in the knick of time before his CPA Exam deadline closed. To learn more about the CPA Exam and how to pass it, listen to this week's episode of CPA Review & More.
CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST
Phil Yaeger interviews Alina Nikishina, CPA and Co-Founder of The Mastery Network, an e-learning platform for business concepts. With constant emerging technology, Phil and Alina discuss the rising need for advisory services in the accounting profession. Find out more about Alina's advisory services she and her team created for accounting firms across the country on this week's episode of CPA Review & More.
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CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST
Phil Yaeger interviews John Ramsey, CPA Candidate and Juan Liem, a recent Yaeger CPA Review success story. Tune in to find out some of what they've learned throughout their journeys studying for the CPA Exam.
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CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST
Phil Yaeger and Instructor Hotline Professor, Ron Premuroso, discuss CPA Exam topics that students most struggle with. They also take and answer questions live from current CPA Candidates studying for the Exam! Tackle the toughest CPA Exam trouble spots on this week's episode of CPA Review & More.
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CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST
Phil Yaeger interviews Adrian Hong, CPA about his expansive and diverse career on this week's episode of CPA Review & More. Find out how Adrian's public accounting and FASB background set him up for success when he decided to take over his family's business.
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CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST
On this week's episode of CPA Review & More, Phil Yaeger meets with Donny Shimamoto, CPA and Managing Director of IntrapriseTechKnowlogies, LLC. Donny discusses the increasing need for accounting advisory services and how to navigate the consulting path as an accountant.
Book time on Phil's Calendar https://go.yaegercpareview.com/schedule
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CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST
On this week's episode of CPA Review & More, Phil Yaeger meets with Donny Shimamoto, CPA and Managing Director of IntrapriseTechKnowlogies, LLC. Donny discusses the increasing need for accounting advisory services and how to navigate the consulting path as an accountant.
Book time on Phil's Calendar https://go.yaegercpareview.com/schedule
Yaeger CPA Review Subscription Plan https://www.yaegercpareview.com/pricing.cfm
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CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST
Phil Yaeger interviews Amy Vetter, professional keynote speaker, a mindful technologist, creator of the B3 Method, author, & Host of the Breaking Beliefs Podcast. She explains the importance of mindful technology, embracing innovation, and the relationship between technology and human connection.
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CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST
Phil Yaeger interviews Jeff Badu, CPA about his journey to becoming a CPA and how he started his own successful tax advising firm at the young age of 24. Now, at age 27, Jeff is dominating the accounting landscape with over 1500 clients.
Don't miss this week's episode of CPA Review & More.
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CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST
Phil Yaeger interviews Eric Burgmaier, CPA and successful healthcare accounting expert about his story of building up his own accounting firm after getting his CPA License. Learn about dental healthcare accounting practices, the value of a CVA, and how to buy your own accounting firm on this week's episode of CPA Review & More.
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CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST
Phil Yaeger interviews Maggie Law, Associate Producer of The Weekend Today Show. She shares her story of how she reached her position at NBC. Learn interview tips and strategies for putting your best foot forward as you begin your job hunt.
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CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST
Phil Yaeger interviews JJ the CPA on this week's episode of CPA Review & More. Listen to their perspectives on all things related to the CPA License - the Exam, the value of the license, and where the CPA profession is going.
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CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST
On this week's episode of CPA Review & More, Phil Yaeger interviews Chris Hooper, Chartered Accountant and Accounting Futurist. He is the CEO of Accodex, a firm that supports accountants starting their own CPA firms. Listen to his thoughts on technology, AI, and cryptocurrency.
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CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST
Phil Yaeger interviews Jody Padar, CPA about her successful bot keeping accounting firm, BotKeeper. They discuss the role AI is playing in accounting and how the CPA license and exam will need to keep up.
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CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST
In this week's episode of CPA Review & More, Phil Yaeger interviews CPA Candidate Jose Zavala. Jose offers his insight into why he is pursuing the CPA license, even though he runs a successful accounting business.
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CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST
This week on CPA Review & More Phil interviews Ben Wann, Co-Founder of The Numbers Guys and advocate for the Institute of Management Accountants. They discuss the difference between the CMA and CPA credentials, the exams, and the careers.
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CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST
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CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST
In this episode Phil interviews Josh Madigan.
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CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST
In this episode Phil interviews Keith James C.P.A., MBA, CGMA.
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CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST
In this episode Phil & Ron go over the updates to the AICPA Blueprints that become testable in Q3 of 2019. If you are testing Q3, this is a MUST HEAR!
FAR - 01:42
REG - 07:55
AUD - 17:34
BEC - 31:00
Importance of the Blueprints - 41:00
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CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST
In this episode Phil interviews Dr. Sean Stein Smith & Amanda Wilkie about cryptocurrency and bitcoin. If you are at all interested in cryptocurrency this is an episode you'll not want to miss!
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CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST
In this episode Phil interviews Drew "The Rapping CPA" Carrick about his background, why he became a CPA. They even talk about the music The Rapping CPA records.
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CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST
In this episode Team Yaeger takes questions and answers them LIVE via ZOOM Webinar & Facebook LIVE. This is a MUST HEAR if you are testing for the exam before June 10th 2019 to get some last minute tips, but don't worry, even if you're not testing by then. We have PLENTY of great information packed in this hour!
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CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST
In this episode Phil interviews Philip Sookram from the the NEW Yaeger Instructor Hotline.
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CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST
In this episode Phil interviews Steven Gross, CFP®, ChFC®, APMA® about his role as a CFP and what CFP's can do to help plan for your future.
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CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST
In this episode Phil talks to Dolly McDermott of Thomas Hogan Vacations about different vacations ideas for every budget!
Connect with Dolly https://thomashoganvacations.com/
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CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST
In this episode, Louis Melendez of Charitybuzz talks about some of the offerings that are available through Charitybuzz. Phil on the other hand talks about the benefits for what Charitybuzz offers, Charitable TAX DEDUCTIONS!
Check out Charitybuzz https://www.charitybuzz.com/
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CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST
In this episode, Charlene discusses her CPA Exam journey and what it takes to pass. She describes what motivated her and offers advice for current and future CPA candidates.
Yaeger CPA Review would like to thank Charlene for taking the time to have her interview with us on her 24th birthday, Charlene, Thank you, & Happy Birthday once again!
Follow Charlene on YouTube https://www.youtube.com/channel/UCzNq9njR9ilh8iRnW5OiFpw
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CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST
In this episode of CPA Review & More Phil interviews Jeff Phillips from Accounting Fly. Accounting Fly is a job placement and recruiting company that helps CPAs & Accountants land a job in Cloud & Remote Accounting positions.
AccountingFly https://accountingfly.com/
Contact Jeff Phillips jeff@accountingfly.com | 850.712.5440
Have a question for Phil? Call (301) 874-4900 Ext. 5
Yaeger CPA Review http://yaegercpareview.com
Contact us podcast@yaegercpareview.com
Top 10 CPA Podcasts https://blog.feedspot.com/cpa_podcasts/
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CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST
In this episode Phil interviews Joshua Jenson, better known as JJ THE CPA.
Contact JJ THE CPA http://jjthecpa.com
Have a question for Phil? Call (301) 874-4900 Ext. 5
Yaeger CPA Review http://yaegercpareview.com
Contact us podcast@yaegercpareview.com
Top 10 CPA Podcasts https://blog.feedspot.com/cpa_podcasts/
Need help with your writing? https://grammarly.go2cloud.org/SH1Yl
Music provided by: https://www.free-stock-music.com/fsm-team-stay-positive.html
In this episode Phil talks to Kari Hipsak from the Association of International Certified Professional Accountants on the importance of the emotional and interpersonal connection between CPAs and their clients and why AI will not be replacing the human connection.
Connect with Kari: https://www.linkedin.com/in/karihipsak/
AICPA Engage 2019: https://www.aicpastore.com//PRDOVR~PC-ENGAGE/PC-ENGAGE.jsp
Have a question for Phil? Call (301) 874-4900 Ext. 5
Yaeger CPA Review http://yaegercpareview.com
Contact us podcast@yaegercpareview.com
Need help with your writing? https://grammarly.go2cloud.org/SH1Yl
Music provided by: https://www.free-stock-music.com/fsm-team-stay-positive.html
In this episode, Phil talks to Justin McAuliffe of McAuliffe CPA Enterprises, P.C. Justin talks about his background of being a CPA and his journey on how he came to the decision of opening his own CPA practice.
Connect with Kari: https://www.linkedin.com/in/jmaccpa/
McAuliffe CPA Enterprises Website http://cpa.enterprises/
Have a question for Phil? Call (301) 874-4900 Ext. 5
Yaeger CPA Review http://yaegercpareview.com
Contact us podcast@yaegercpareview.com
Need help with your writing? https://grammarly.go2cloud.org/SH1Yl
Music provided by: https://www.free-stock-music.com/fsm-team-stay-positive.html
In this episode we did a special Facebook LIVE and Zoom Webinar version where CPA Candidates and accounting students got the chance to ask their questions about study techniques, test taking and the CPA Review course.
Have a question for Phil? Call (301) 874-4900 Ext. 5
Yaeger CPA Review http://yaegercpareview.com
Contact us podcast@yaegercpareview.com
Need help with your writing? https://grammarly.go2cloud.org/SH1Yl
Music provided by: https://www.free-stock-music.com/fsm-team-stay-positive.html
In this episode, Phil interviews Chrissie Henrickson of Parker Lynch. Chrissie is the Division Director for the direct-hire recruiting team of Parker+Lynch, a firm that focuses on placing individuals in accounting and finance careers nationwide.
email: chrissie.hendrickson@parkerlynch.com
Direct: (202) 478-4950
Yaeger CPA Review http://yaegercpareview.com
Contact us podcast@yaegercpareview.com
Music provided by: https://www.free-stock-music.com/fsm-team-stay-positive.html
In this episode Phil answers a few of the more common questions students have asked him recently about the Yaeger CPA Review Course
In this episode we talk to Juan Garcia, The CPA Marketer, he tells us about his story with his background at PwC and how he wend from accounting to marketing to become The CPA Marketer.
The CPA Marketer http://www.goldlakemedia.com/
Juan Garcia https://www.linkedin.com/in/juangelite/
Yaeger CPA Review http://yaegercpareview.com/
Contact us podcast@yaegercpareview.com
In this episode we talk to Eliot Cashell, CPA, CDFM-A about how be took being a U.S. Marine Officer to becoming an Accountant and later to be a CPA who is now a Permanent Canadian Resident living in the U.S. in transition to uproot his life, family & career to move to Canada.
Listen to this episode to find out more on his journey.
Yaeger CPA Review http://yaegercpareview.com
Contact us podcast@yaegercpareview.com
We held a Facebook Live with special guest "The Radical CPA" Jody L. Padar. She talks about AI in the accounting world and her journey to becoming a CPA. We also take a few questions from listeners while we were live on the air!
Learn more about AI at https://www.botkeeper.com/jody-padar-radical
Yaeger CPA Review: http://yaegercpareview.com
Contact us: podcast@yaegercpareview.com
In this weeks episode Phil interviews Blake Oliver where they dive into cloud accounting in the CPA world.
Yaeger CPA Review http://yaegercpareview.com
Contact us podcast@yaegercpareview.com
In this episode, Eva Rosenberg, the TaxMama® stops in and talks a little about her book “The Trump Tax Cut," the Enrolled Agent (EA) Exam and her Enrolled Agent IRS Exam Review Course. Eva is nationally known for her expertise in the area of taxation.
About Eva Rosenberg http://taxmama.com/about/
Find her book at http://thetrumptaxplanbook.com
IRS Exams Enrolled Agent Exam Review https://irsexams.school/
Yaeger CPA Review http://yaegercpareview.com
Contact us podcast@yaegercpareview.com
In this episode, we interview Miles Anthony Smith, Author of “Why Leadership Sucks”, & Digital Marketer. He talks to us in depth about the benefits of working remotely. He also goes into a bit of the background behind the title of his book.
If you want more information about working remotely: https://www.milesanthonysmith.com/blog/working-remotely
To get a discount on your Yaeger CPA Review course, use code 15CPA at checkout at www.yaegercpareview.com.
Email: podcast@yaegercpareview.com
You’re listening to CPA Review & More with your hosts, Phil Yaeger and Mansour Farhat. In this episode they interview Bryan Kesler or CPA Exam Guide where he gives a little background on his path to becoming a CPA and what he’s discovered to be helpful in passing the CPA Exam.
Check out Bryans website to take advantage of 5% off his CPA Exam Mentor Program using promo code PMF5 www.mycpaexammentor.com
www.CPAExamGuide.com
www.MyCPAExamMentor.com
www.ucegmethod.com
www.YaegerCPAreview.com