Podcasts by CPA Review

Phil Yaeger feat. Erik Solbakken from 2023-02-22T20:47:24

How to learn to pass your certification exams with Dr. Sabine Charles from 2022-07-11T15:20:19

How to learn to pass your certification exams with Dr. Sabine Charles

Price&Profit Coach Loren Fogelman from 2022-06-12T21:01:26

Founder of IRONTECH Security Tom Kirkham from 2022-06-09T19:56:25

We talked to Founder of IRONTECH Security Tom Kirkham

Liz Mason founder of High Rock Accounting joins the Podcast from 2022-04-15T19:07:02

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 from 2022-03-28T20:22:31

National speaker and author Joe Woodard joins the Podcast to talk about empowering small business owners, accounting candidates and strategies.

The work of Enrolled Agents and making accounting accessible with Roslyn Haynie Banks (Part 2) from 2022-03-15T12:00:03

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," expl...

The Psychology of Social Media Marketing with Ranknetics from 2022-03-10T23:05:02

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 a...

The work of Enrolled Agents and making accounting accessible with Roslyn Haynie Banks (Part 1) from 2022-03-08T13:00:03

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 beca...

Using blockchain in Africa with Shadrack Kubyane (Part 1) from 2022-02-22T13:00:04

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. ...

Using blockchain in Africa with Shadrack Kubyane (Part 2) from 2022-02-22T13:00

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...

Building wealth through Amazon with Shaahin Cheyene (Part 2) from 2022-02-15T13:00:03

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...

Building wealth through Amazon with Shaahin Cheyene (Part 1) from 2022-02-08T13:00:03

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 h...

Financial modeling with Ian Schnoor (Part 2) from 2022-02-01T13:30:02

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 Instit...

Financial modeling with Ian Schnoor (Part 1) from 2022-01-25T13:30:09

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 abou...

The importance of tax planning with Steve Moskowitz (Part 2) from 2022-01-18T13:00:02

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 tal...

The importance of tax planning with Steve Moskowitz (Part 1) from 2022-01-11T19:31:45

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 t...

Listen Again: Interview with Mike Decker - Vice President of Examination at AICPA from 2022-01-04T06:00

CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST

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...

Listen Again: Interview with Mike Decker - Vice President of Examination at AICPA from 2022-01-04T06:00

CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST

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...

Danielle Supkis Cheek Part 2: The Need to Innovate the CPA Model for The Better from 2021-12-27T15:05:02

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 dis...

Danielle Supkis Cheek Part 1: Discovering Financial Risks Through Forensic Accounting from 2021-12-20T14:01:42

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 exter...

Cannabis and cryptocurrency with Zachary Gordon (Part 2) from 2021-12-14T16:50:43

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 ...

Cannabis and cryptocurrency with Zachary Gordon (Part 1) from 2021-12-07T13:00:02

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 decrease in CPA candidates with Adrienne Gonzalez (Part 2) from 2021-11-30T13:00:02

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 dec...

The decrease in CPA candidates with Adrienne Gonzalez (Part 1) from 2021-11-23T13:00:18

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 decr...

Helping accountants and CPAs through writing with Chi Nguyen-George (Part 2) from 2021-11-16T13:00:16

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 b...

Helping accountants and CPAs through writing with Chi Nguyen-George (Part 1) from 2021-11-09T13:00:08

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...

Public Accounting with Lauren Haverlock (Part 2) from 2021-11-02T12:00:04

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 Publi...

Public Accounting with Lauren Haverlock (Part 1) from 2021-10-26T12:00:02

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 at...

Latino representation in accounting with Arthur Garcia (Part 2) from 2021-10-19T12:00:10

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 abou...

Latino representation in accounting with Arthur Garcia (Part 1) from 2021-10-12T12:00:02

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 A...

Comedy and Accounting with Greg Kyte (Part 2) from 2021-10-05T12:00:14

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 ho...

Comedy and Accounting with Greg Kyte (Part 1) from 2021-09-29T12:00:19

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...

Taking the CPA exam later in life with Tom Lindsey (Part 2) from 2021-09-14T12:00:13

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 mi...

Taking the CPA exam later in life with Tom Lindsey (Part 1) from 2021-09-10T12:00:12

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 Yaege...

Recruiting and teaching the next generation of CPAs with Philip Sookram (Part 2) from 2021-08-31T12:00:06

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 s...

Recruiting and teaching the next generation of CPAs with Philip Sookram (Part 1) from 2021-08-24T12:00:07

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 thin...

Cryptocurrency with Sean Stein Smith (Part 2) from 2021-08-17T12:00:05

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....

Cryptocurrency with Sean Stein Smith (Part 1) from 2021-08-10T12:00:11

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...

Financial planning with James McGettigan (Part 2) from 2021-08-03T12:00:14

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...

Financial planning with James McGettigan (Part 1) from 2021-07-27T12:00:18

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 talk...

Embracing the changes in the accounting industry with Ken Healy (Part 2) from 2021-07-20T11:00:11

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...

Embracing the changes in the accounting industry with Ken Healy (Part 1) from 2021-07-13T11:00:14

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 ...

Advising CPAs with Geraldine Carter (Part 2) from 2021-07-06T12:00:16

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 ...

Advising CPAs with Geraldine Carter (Part 1) from 2021-06-29T12:00:03

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...

Outsource accounting with Michael Jamison (Part 2) from 2021-06-22T11:00:08

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 serv...

Outsource accounting with Michael Jamison (Part 1) from 2021-06-17T22:02:10

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 ta...

The new CPA exam blueprints with Dr. Ron Premuroso from 2021-06-08T11:00:07

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 E...

Accounting for craft breweries with Josh Lance (Part 2) from 2021-06-01T11:00:08

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 s...

Accounting for craft breweries with Josh Lance (Part 1) from 2021-05-25T11:00:09

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 bre...

Accounting in the cannabis industry with Andrew Hunzicker (Part 2) from 2021-05-18T11:00:10

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 ...

Accounting in the cannabis industry with Andrew Hunzicker (Part 1) from 2021-05-11T11:00:20

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 hel...

Expanding your skill sets with David Peters (Part 2) from 2021-05-04T11:00:13

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...

Expanding your skill sets with David Peters (Part 1) from 2021-04-27T11:00:19

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 ab...

Studying accounting outside the US with Kenneth Omoruyi (Part 2) from 2021-04-13T11:00:15

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 N...

Studying accounting outside the US with Kenneth Omoruyi (Part 1) from 2021-04-06T11:00:09

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 coun...

The Value of Data Analytics in Accounting with Kathryn Horton (Part 2) from 2021-03-30T11:00:10

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 an...

The Value of Data Analytics in Accounting with Kathryn Horton (Part 1) from 2021-03-24T11:00:13

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 o...

Create efficiencies through accounting technology with Twyla Verhelst (Part 2) from 2021-03-16T11:00:13

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 technolo...

Create efficiencies through accounting technology with Twyla Verhelst (Part 1) from 2021-03-09T12:00:10

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 Account...

The CPA Exam and Diversity in Accounting with Jessica McClain (Part 2) from 2021-03-02T12:00:03

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 nomi...

The CPA Exam and Diversity in Accounting with Jessica McClain (Part 1) from 2021-02-23T12:00:20

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...

How AI&the Cloud will Affect the Future of Accounting with Jeff Wilson (Part 2) from 2021-02-16T12:00:08

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...

How AI&the Cloud will Affect the Future of Accounting with Jeff Wilson (Part 1) from 2021-02-09T12:00:09

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...

How to Keep Up WIth All Things Tax Related with Jeremias Ramos (Part 2) from 2021-02-02T12:00:21

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 fi...

How to Keep Up WIth All Things Tax Related with Jeremias Ramos (Part 1) from 2021-01-26T12:00:36

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 fi...

Forensic Accounting&PPP Loans with Sean Saari (Part 2) from 2021-01-19T12:00:22

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,...

Forensic Accounting&PPP Loans with Sean Saari (Part 1) from 2021-01-12T12:00:19

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,...

Being a Good Tax Attorney without a CPA License with Henrick Haeckel (Part 2) from 2021-01-05T12:05:20

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 diff...

Being a Good Tax Attorney without a CPA License with Henrick Haeckel (Part 1) from 2021-01-02T00:08:04

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 diff...

New Zealand, Baseball,&The Importance of a CPA License with Ryan Scharar from 2020-12-22T12:00:09

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 ...

Being a Virtual CPA&Understanding PPP Loans with Hannah Smolinski (Part 2) from 2020-12-15T12:00:04

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 risi...

Being a Virtual CPA&Understanding PPP Loans with Hannah Smolinski (Part 1) from 2020-12-08T12:00:02

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 ris...

Studying and Succeeding at the CPA Exam (Part 2) from 2020-12-01T12:00:03

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 wha...

Studying and Succeeding at the CPA Exam (Part 1) from 2020-11-24T12:00:18

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...

Imposter Syndrome&Emotionally Responsible Accounting with Ingrid Edstrom (Part 2) from 2020-11-17T12:00:12

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 impor...

Imposter Syndrome&Emotionally Responsible Accounting with Ingrid Edstrom from 2020-11-12T12:00:07

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 impor...

Integrating Faith, Family and Financial Decision Making with Deb Meyer (Part 2) from 2020-11-03T12:00:19

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 abo...

Integrating Faith, Family and Financial Decision Making with Deb Meyer (Part 1) from 2020-10-27T11:00:10

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 abo...

Understanding and Implementing Online Marketing Tactics with Stefanie Peterson Part 2 from 2020-10-20T10:00:09

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...

Understanding and Implementing Online Marketing Tactics with Stefanie Peterson Part 1 from 2020-10-13T11:00:10

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 f...

Managing a Concierge CPA Firm&Desired Change for the AICPA with Jackie Meyer from 2020-10-06T11:00:20

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 y...

Navigating PPP Loans, AI, Politics and More with Chris Hervochon from 2020-09-29T11:00:15

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 sub...

Running an Enjoyable and Sustainable CPA Firm with Judy Vorndran from 2020-09-22T11:00:12

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 ...

"What's Your And?" with John Garrett from 2020-09-15T11:00:02

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 balanc...

Why CPA Firms Need Blockchain with Futurist Ian Khan from 2020-09-08T11:00:07

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 wee...

Getting Hired in 2020 with Mark Goldman from 2020-09-01T11:00:03

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 hire...

Blake Oliver's Accounting Story from 2020-08-25T11:00:07

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 l...

How to Capture New Clients with Krista Mashore from 2020-08-18T11:00:15

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 strat...

Prepare for the CPA Exam the Most Efficient Way with Ron Premuroso and Phil Yaeger from 2020-08-11T11:00:19

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!

Taking Your Company to 93+ Million with Michael Whitmire, CEO of FloQast from 2020-08-04T11:00:16

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 ...

What CPA Firms Look For with Fletcher Wimbush from 2020-07-28T11:00:15

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.

Accounting Career Advice with Jason Deshayes, Director of Tax Planning at Cook Wealth Management Group from 2020-07-21T11:00:11

Join Phil Yaeger and Jason Deshayes for accounting career advice on this week's episode of CPA Review & More.

Debating the CPA License: Martin Zych + Blake Oliver + Brian Tankersley from 2020-07-14T11:00:16

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...

Acquiring Your Dream Clients with Tyler Clark from 2020-07-07T11:00:12

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 wee...

CPA Exam Tips and Tricks with Dr. Phil Yaeger, CPA and Dr. Ron Premuroso, CPA from 2020-06-30T11:00:18

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 to...

Niche Marketing with Tim McNeely from 2020-06-23T11:00:18

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 ...

Lessons From the Super Rich with Tim McNeely from 2020-06-16T11:00:10

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 ...

Predicting the Future of Accounting with Futurist Ian Khan from 2020-06-09T11:00:10

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...

Samantha Bowling: Working With, Not Against, Technology from 2020-06-02T11:00:02

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, shar...

SEC Filings, IPO, and the Sarbanes Oxley Act: Application of CPA Exam Topics with Eric Greene from 2020-05-26T11:00:10

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...

A Look Inside Somerset CPAs and Advisors with Caleb Bullock from 2020-05-19T11:00:17

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 ...

Digital Currency: Unlocking the Future of Auditing with Steven Baum from 2020-05-12T11:00:10

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...

Starting Your Own Practice with Chris Hervochon from 2020-05-05T11:00:10

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 n...

Entrepreneurship: Advice for the Young Professional with Ilya Radzinsky from 2020-04-28T11:00:06

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 Listen

Job Hunting for the CPA vs the Non-CPA with Mark Goldman, CPA from 2020-04-21T11:00:06

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 care...

How the CPA License Opens Doors with Leadership Consultant Bridget Kaigler, CPA from 2020-04-14T11:00:13

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 ...

The CPA Evolution with Ron Premuroso and Phil Yaeger from 2020-04-07T11:00:12

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...

Entertainment Accounting: A Deep Dive with Tate Henshaw from 2020-03-31T05:00:09

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 ath...

The CPA Evolution Model: The Proposed Changes with AICPA's Carl Mayes from 2020-03-26T23:58:40

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.

Transitioning to Advisory Accounting with Garrett Wagner from 2020-03-17T11:00:08

Phil Yaeger sits down with Garrett Wagner, an accountant specializing in advisory services, to explain the benefits of working in advisory services.

REG Overview with Phil Yaeger from 2020-03-10T11:00:05

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!

The Inside Scoop on Getting Hired: Who Firms are Looking for with Finance&Accounting Recruiter Kevin Kelly from 2020-03-03T12:00:10

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 t...

A Look at a Non-CPA Accounting Path with Caleb Jenkins from 2020-02-25T12:00:21

Phil Yaeger interviews Caleb Jenkins, an accountant with an impressive background, about his decision to forego the CPA.

The AICPA: How They Implement Changes to the CPA Exam and What Changes to Expect from 2020-02-22T02:00:04

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.

Cloud Accounting: A Deeper Understanding with Ben Richmond from Xero from 2020-02-11T12:00:10

Learn about the hugely successful cloud accounting company Xero with Ben Richmond and Phil Yaeger on this week's episode of CPA Review & More.

Nonprofit Accounting: Discover this Career Path with Brian Bender from 2020-02-04T12:00:17

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 p...

How to Approach MCQs on the CPA Exam from 2020-01-28T12:00:16

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 Listen

Shehan Chandrasekera from 2020-01-21T12:00:04

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 ...

Task-Based Simulations: Tackling Concepts from FAR&BEC from 2020-01-14T12:00:11

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...

Vince LoRusso&Blockchain from 2020-01-07T09:15:16

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 dig...

2020 Changes to the CPA Exam from 2019-12-31T07:35:12

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.

Expensify&David Cardoza from 2019-12-17T06:15:18

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.

FAR Deep Dive: Governmental Accounting&Leases from 2019-12-10T15:02:03

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 yo...

Interview with Arianna Campbell from 2019-12-03T21:09:40

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 suc...

Student Podcast No 2 - Charles Kelly from 2019-11-19T13:00:18

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 deadl...

Alina-Podcast from 2019-11-12T13:00:10

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 consta...

Student Podcast No.1 from 2019-11-05T13:00:15

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 ...

Q&A: Tackling CPA Exam Trouble Spots from 2019-10-29T12:00:21

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 an...

Adrian Hong from 2019-10-22T12:00:13

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 Adr...

Recorded LIVE from Singapore with Jody Padar, The RADICAL CPA from 2019-10-16T12:00:03

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, ...

Interview with Donny Shimamato from 2019-10-08T12:00:18

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, ...

Successful Strategies for Exam Retakes from 2019-10-01T12:00:13

Interview with Amy Vetter, CPA from 2019-09-24T12:00:18

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 Bre...

Interview with Ben Wann - September Update from 2019-09-17T14:00:03

Interview with Jeff Badu, CPA from 2019-09-10T12:00:06

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 you...

Interview with Eric Burgmaier - Episode 031 from 2019-09-03T12:00:11

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 fir...

Interview with Maggie Law, Associate Producer at NBC - BONUS EPISODE from 2019-08-23T12:00:20

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...

Interview with JJ The CPA - Episode 029 from 2019-08-20T12:00:14

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...

Recharge and Pass The CPA Exam from 2019-08-16T05:00:11

Interview with Chris Hooper - Episode 028 from 2019-08-13T12:00:25

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 CE...

Interview with Jody Padar - Episode 027 from 2019-08-06T12:00:04

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 a...

Interview with Jose Zavala - Episode 026 from 2019-07-30T12:00:12

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 pursui...

Interview with Ben Wann, CMA, MBA, CPA - Episode 025 from 2019-07-23T12:00:21

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 Account...

Interview with Katie Thomas - Episode 24 from 2019-07-16T12:00:11

How to Pass the CPA Exam 101 - July 2019 - Bonus Episode from 2019-07-12T17:00:11

CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST



Yaeger CPA Review Subscription Plan https://www.yaegercpare...

Interview with Josh Madigan - Episode 023 from 2019-07-09T12:00:20

CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST

In this episode Phil interviews Josh Madigan.

Yaeger CPA Review Subscription Plan Listen

Interview with Keith James, CPA - Episode 022 from 2019-07-02T12:00:23

CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST

In this episode Phil interviews Keith James C.P.A., MBA, CGMA.

Yaeger CPA Review Subscription Plan Listen

Q3 2019 CPA Exam Blueprint Updates - Bonus Episode from 2019-06-25T12:00:07

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 ...

Interview with Dr. Sean Stein Smith&Amanda Wilkie - Episode 021 from 2019-06-18T12:00:09

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 crypt...

Interview with Drew The Rapping CPA Carrick - Episode 020 from 2019-06-11T12:00:15

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...

June 2019 CPA Exam Live Q&A - Bonus Episode from 2019-06-05T07:26:12

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 f...

Interview with Philip Sookram - Episode 019 from 2019-06-04T12:00:24

CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST

In this episode Phil interviews Philip Sookram from the the NEW Yaeger Instructor Hotline.

Yaeger CPA Review Subscription Plan <...

Interview with Steven Gross, CFP®, ChFC®, APMA® - Episode 018 from 2019-05-28T12:00:20

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....

Interview with Dolly McDermott - Episode 017 from 2019-05-21T12:00:18

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...

Interview with Louis Melendez of Charitybuzz - Episode 016 from 2019-05-14T12:00:10

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 h...

May 2019 CPA Exam Live Q&A - Bonus Episode from 2019-05-07T23:03:50

CPA Review Facebook Live Edition

Interview with Charlene Assam CPA&MBA at Age 22 - Episode 015 from 2019-05-07T12:00:21

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 c...

Interview with Jeff Phillips of AccountingFly - Episode 014 from 2019-04-30T12:00:16

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 t...

Interview with Joshua Jenson, JJ THE CPA - Episode 013 from 2019-04-23T12:00:22

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 Listen

Interview with Kari Hipsak - Episode 012 from 2019-04-16T15:32:45

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 t...

Interview with Justin McAuliffe of CPA Enterprises, PC - Episode 011 from 2019-04-09T12:00:17

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...

April 2019 CPA Exam Live Q&A - Bonus Episode from 2019-04-03T21:09:53

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 th...

Interview with Chrissie Hendrickson, Division Director of Direct-Hire for Parker Lynch -Episode 010 from 2019-04-02T12:00:12

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 individua...

Phil Goes Over Questions From CPA Students - Episode 009 from 2019-03-26T12:00:39

In this episode Phil answers a few of the more common questions students have asked him recently about the Yaeger CPA Review Course

Interview with Juan Garcia, The CPA Marketer - Episode 008 from 2019-03-19T12:00:23

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 C...

Interview with Eliot Cashell, Marine, CPA&Permanent Canadian Resident - Episode 007 from 2019-03-12T12:00:07

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 i...

Interview with Jody L. Padar, Artificial Intelligence&Radical CPA - Episode 006 from 2019-03-06T03:45:16

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...

Interview with Blake Oliver, Cloud Accounting - Episode 005 from 2019-03-05T13:00:22

In this weeks episode Phil interviews Blake Oliver where they dive into cloud accounting in the CPA world.
Yaeger CPA Review http://yaegercp...

Interview with Eva Rosenberg, The TaxMama - Episode 004 from 2019-02-26T13:00:14

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 natio...

Interview with Miles Anthony Smith, Working Remote&Why Leadership Sucks - Episode 003 from 2019-02-19T13:00:20

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 t...

Interview with Bryan Kesler, CPA of CPAexamGuide.com, Why Finding A Mentor Will Help You Pass The CPA Exam Faster - Episode 002 from 2019-02-10T01:08:01

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 t...

Interview with James Hawthorn Whitaker, How to Get in at the Big Four - Episode 001 from 2019-01-23T16:14:58

We talked to James Hawthorn Whittaker, Founder of Big 4 Career Lab.