CPA Review & More

Phil Yaeger feat. Erik Solbakken

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

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

Price & Profit Coach Loren Fogelman

Founder of IRONTECH Security Tom Kirkham

We talked to Founder of IRONTECH Security Tom Kirkham

Liz Mason founder of High Rock Accounting joins the Podcast

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

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)

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.

The Psychology of Social Media Marketing with Ranknetics

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.

The work of Enrolled Agents and making accounting accessible with Roslyn Haynie Banks (Part 1)

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.

Using blockchain in Africa with Shadrack Kubyane (Part 1)

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.

Using blockchain in Africa with Shadrack Kubyane (Part 2)

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.

Building wealth through Amazon with Shaahin Cheyene (Part 2)

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.

Building wealth through Amazon with Shaahin Cheyene (Part 1)

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.

Financial modeling with Ian Schnoor (Part 2)

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.

Financial modeling with Ian Schnoor (Part 1)

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.

The importance of tax planning with Steve Moskowitz (Part 2)

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.

The importance of tax planning with Steve Moskowitz (Part 1)

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.

Listen Again: Interview with Mike Decker - Vice President of Examination at AICPA

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 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. Yaeger CPA Review Subscription Plan https://www.yaegercpareview.com/pricing.cfm Contact the Yaeger Office (301) 874-4900 Contact us [email protected] CPA Review ...

Danielle Supkis Cheek Part 2: The Need to Innovate the CPA Model for The Better

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 Le...

Danielle Supkis Cheek Part 1: Discovering Financial Risks Through Forensic Accounting

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 ...

Cannabis and cryptocurrency with Zachary Gordon (Part 2)

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.

Cannabis and cryptocurrency with Zachary Gordon (Part 1)

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.

The decrease in CPA candidates with Adrienne Gonzalez (Part 2)

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.

The decrease in CPA candidates with Adrienne Gonzalez (Part 1)

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.

Helping accountants and CPAs through writing with Chi Nguyen-George (Part 2)

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.

Helping accountants and CPAs through writing with Chi Nguyen-George (Part 1)

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.

Public Accounting with Lauren Haverlock (Part 2)

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.

Public Accounting with Lauren Haverlock (Part 1)

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.

Latino representation in accounting with Arthur Garcia (Part 2)

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.

Latino representation in accounting with Arthur Garcia (Part 1)

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.

Comedy and Accounting with Greg Kyte (Part 2)

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.

Comedy and Accounting with Greg Kyte (Part 1)

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.

Taking the CPA exam later in life with Tom Lindsey (Part 2)

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.

Taking the CPA exam later in life with Tom Lindsey (Part 1)

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.

Recruiting and teaching the next generation of CPAs with Philip Sookram (Part 2)

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.

Recruiting and teaching the next generation of CPAs with Philip Sookram (Part 1)

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.

Cryptocurrency with Sean Stein Smith (Part 2)

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.

Cryptocurrency with Sean Stein Smith (Part 1)

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.

Financial planning with James McGettigan (Part 2)

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.

Financial planning with James McGettigan (Part 1)

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.

Embracing the changes in the accounting industry with Ken Healy (Part 2)

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.

Embracing the changes in the accounting industry with Ken Healy (Part 1)

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.

Advising CPAs with Geraldine Carter (Part 2)

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.

Advising CPAs with Geraldine Carter (Part 1)

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.

Outsource accounting with Michael Jamison (Part 2)

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.

Outsource accounting with Michael Jamison (Part 1)

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.

The new CPA exam blueprints with Dr. Ron Premuroso

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.

Accounting for craft breweries with Josh Lance (Part 2)

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.

Accounting for craft breweries with Josh Lance (Part 1)

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.

Accounting in the cannabis industry with Andrew Hunzicker (Part 2)

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.