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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 t…
 
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 C…
 
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 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 …
 
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…
 
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 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 gi…
 
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 cryptoc…
 
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…
 
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 differ…
 
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 of…
 
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 pande…
 
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 modifie…
 
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 Univer…
 
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 …
 
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 Acco…
 
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…
 
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 speci…
 
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 af…
 
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 prac…
 
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 g…
 
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 …
 
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 aud…
 
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 …
 
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 r…
 
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 …
 
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 …
 
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…
 
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…
 
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.By Yaeger CPA Review
 
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 chan…
 
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 cha…
 
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