CPA Review & More
174 episodes - English - Latest episode: over 1 year ago - ★★★★★ - 32 ratings"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.
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Episodes
Accounting in the cannabis industry with Andrew Hunzicker (Part 1)
May 11, 2021 11:00 - 23 minutes - 53.8 MBIn 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.
Expanding your skill sets with David Peters (Part 2)
May 04, 2021 11:00 - 23 minutes - 53.2 MBIn 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.
Expanding your skill sets with David Peters (Part 1)
April 27, 2021 11:00 - 26 minutes - 61.1 MBIn 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.
Studying accounting outside the US with Kenneth Omoruyi (Part 2)
April 13, 2021 11:00 - 28 minutes - 64.1 MBIn 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.
Studying accounting outside the US with Kenneth Omoruyi (Part 1)
April 06, 2021 11:00 - 36 minutes - 83 MBIn 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.
The Value of Data Analytics in Accounting with Kathryn Horton (Part 2)
March 30, 2021 11:00 - 29 minutes - 67.7 MBIn 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.
The Value of Data Analytics in Accounting with Kathryn Horton (Part 1)
March 24, 2021 11:00 - 25 minutes - 58.3 MBIn 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.
Create efficiencies through accounting technology with Twyla Verhelst (Part 2)
March 16, 2021 11:00 - 36 minutes - 83.5 MBIn 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 ...
Create efficiencies through accounting technology with Twyla Verhelst (Part 1)
March 09, 2021 12:00 - 22 minutes - 50.7 MBIn 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.
The CPA Exam and Diversity in Accounting with Jessica McClain (Part 2)
March 02, 2021 12:00 - 23 minutes - 54.1 MBIn 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.
The CPA Exam and Diversity in Accounting with Jessica McClain (Part 1)
February 23, 2021 12:00 - 20 minutes - 47.7 MBIn 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.
How AI & the Cloud will Affect the Future of Accounting with Jeff Wilson (Part 2)
February 16, 2021 12:00 - 21 minutes - 49 MBIn 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.
How AI & the Cloud will Affect the Future of Accounting with Jeff Wilson (Part 1)
February 09, 2021 12:00 - 28 minutes - 64.9 MBIn 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.
How to Keep Up WIth All Things Tax Related with Jeremias Ramos (Part 2)
February 02, 2021 12:00 - 34 minutes - 78.2 MBIn 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.
How to Keep Up WIth All Things Tax Related with Jeremias Ramos (Part 1)
January 26, 2021 12:00 - 22 minutes - 52.5 MBIn 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
Forensic Accounting & PPP Loans with Sean Saari (Part 2)
January 19, 2021 12:00 - 25 minutes - 58.3 MBIn 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.
Forensic Accounting & PPP Loans with Sean Saari (Part 1)
January 12, 2021 12:00 - 25 minutes - 59.2 MBIn 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.
Being a Good Tax Attorney without a CPA License with Henrick Haeckel (Part 2)
January 05, 2021 12:05 - 25 minutes - 58.3 MBPhil 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.
Being a Good Tax Attorney without a CPA License with Henrick Haeckel (Part 1)
January 02, 2021 00:08 - 26 minutes - 60 MBPhil 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.
New Zealand, Baseball, & The Importance of a CPA License with Ryan Scharar
December 22, 2020 12:00 - 33 minutes - 77 MBPhil 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.
Being a Virtual CPA & Understanding PPP Loans with Hannah Smolinski (Part 2)
December 15, 2020 12:00 - 20 minutes - 47.1 MBPhil 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
Being a Virtual CPA & Understanding PPP Loans with Hannah Smolinski (Part 1)
December 08, 2020 12:00 - 29 minutes - 66.7 MBPhil 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
Studying and Succeeding at the CPA Exam (Part 2)
December 01, 2020 12:00 - 22 minutes - 52.2 MBRon 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.
Studying and Succeeding at the CPA Exam (Part 1)
November 24, 2020 12:00 - 22 minutes - 50.7 MBIn 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.
Imposter Syndrome & Emotionally Responsible Accounting with Ingrid Edstrom (Part 2)
November 17, 2020 12:00 - 16 minutes - 37.3 MBIngrid 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.
Imposter Syndrome & Emotionally Responsible Accounting with Ingrid Edstrom
November 12, 2020 12:00 - 24 minutes - 55.5 MBIngrid 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.
Imposter Syndrom & Emotionally Responsible Accounting with Ingrid Edstrom
November 12, 2020 12:00 - 24 minutes - 55.5 MBIngrid 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.
Integrating Faith, Family and Financial Decision Making with Deb Meyer (Part 2)
November 03, 2020 12:00 - 22 minutes - 52.1 MBDeb 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.
Integrating Faith, Family and Financial Decision Making with Deb Meyer (Part 1)
October 27, 2020 11:00 - 20 minutes - 48 MBDeb 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.
Understanding and Implementing Online Marketing Tactics with Stefanie Peterson Part 2
October 20, 2020 10:00 - 27 minutes - 61.9 MBPhil 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
Understanding and Implementing Online Marketing Tactics with Stefanie Peterson Part 1
October 13, 2020 11:00 - 29 minutes - 66.4 MBPhil 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
Managing a Concierge CPA Firm & Desired Change for the AICPA with Jackie Meyer
October 06, 2020 11:00 - 38 minutes - 88 MBJackie 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 ...
Navigating PPP Loans, AI, Politics and More with Chris Hervochon
September 29, 2020 11:00 - 38 minutes - 87.7 MBChris 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.
Running an Enjoyable and Sustainable CPA Firm with Judy Vorndran
September 22, 2020 11:00 - 43 minutes - 100 MBPhil 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.
"What's Your And?" with John Garrett
September 15, 2020 11:00 - 41 minutes - 93.8 MBJohn 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.
Why CPA Firms Need Blockchain with Futurist Ian Khan
September 08, 2020 11:00 - 36 minutes - 83.3 MBIs 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.
Getting Hired in 2020 with Mark Goldman
September 01, 2020 11:00 - 33 minutes - 77.6 MBMark 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 Accounting Story
August 25, 2020 11:00 - 48 minutes - 110 MBBlake 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.
How to Capture New Clients with Krista Mashore
August 18, 2020 11:00 - 32 minutes - 74.1 MBAre 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!
Prepare for the CPA Exam the Most Efficient Way with Ron Premuroso and Phil Yaeger
August 11, 2020 11:00 - 29 minutes - 67.9 MBNeed 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
August 04, 2020 11:00 - 39 minutes - 90.3 MBMike 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!
What CPA Firms Look For with Fletcher Wimbush
July 28, 2020 11:00 - 53 minutes - 123 MBJoin 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
July 21, 2020 11:00 - 53 minutes - 123 MBJoin 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
July 14, 2020 11:00 - 59 minutes - 135 MBWe 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.
Acquiring Your Dream Clients with Tyler Clark
July 07, 2020 11:00 - 40 minutes - 93.3 MBTyler 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.
CPA Exam Tips and Tricks with Dr. Phil Yaeger, CPA and Dr. Ron Premuroso, CPA
June 30, 2020 11:00 - 40 minutes - 91.8 MBJoin 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.
Niche Marketing with Tim McNeely
June 23, 2020 11:00 - 41 minutes - 94.3 MBTim 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.
Lessons From the Super Rich with Tim McNeely
June 16, 2020 11:00 - 51 minutes - 117 MBWealth 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.
Predicting the Future of Accounting with Futurist Ian Khan
June 09, 2020 11:00 - 52 minutes - 121 MBFuturist 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.
Samantha Bowling: Working With, Not Against, Technology
June 02, 2020 11:00 - 33 minutes - 76.9 MBHow 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.