"CPA Review & More" is hosted by Phil Yaeger of Yaeger CPA Review
The CPA Review & More podcast discusses the CPA Exam and other topics related to CPAs. Each week we have a special guest that we interview about their career in the financial industry.
Phil Yaeger has been featured on the following podcasts
The decrease in CPA candidates with Adrienne Gonzalez (Part 1) - Nov 23, 2021
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...
Helping accountants and CPAs through writing with Chi Nguyen-George (Part 2) - Nov 16, 2021
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...
Helping accountants and CPAs through writing with Chi Nguyen-George (Part 1) - Nov 9, 2021
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...
Public Accounting with Lauren Haverlock (Part 2) - Nov 2, 2021
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...
Public Accounting with Lauren Haverlock (Part 1) - Oct 26, 2021
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...
Latino representation in accounting with Arthur Garcia (Part 2) - Oct 19, 2021
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...
Latino representation in accounting with Arthur Garcia (Part 1) - Oct 12, 2021
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...
Comedy and Accounting with Greg Kyte (Part 2) - Oct 5, 2021
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) - Sep 29, 2021
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...
Taking the CPA exam later in life with Tom Lindsey (Part 2) - Sep 14, 2021
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...
Taking the CPA exam later in life with Tom Lindsey (Part 1) - Sep 10, 2021
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...
Recruiting and teaching the next generation of CPAs with Philip Sookram (Part 2) - Aug 31, 2021
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...
Recruiting and teaching the next generation of CPAs with Philip Sookram (Part 1) - Aug 24, 2021
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...
Cryptocurrency with Sean Stein Smith (Part 2) - Aug 17, 2021
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 &...
Cryptocurrency with Sean Stein Smith (Part 1) - Aug 10, 2021
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...
Financial planning with James McGettigan (Part 2) - Aug 3, 2021
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...
Financial planning with James McGettigan (Part 1) - Jul 27, 2021
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...
Embracing the changes in the accounting industry with Ken Healy (Part 2) - Jul 20, 2021
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...
Embracing the changes in the accounting industry with Ken Healy (Part 1) - Jul 13, 2021
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....
Advising CPAs with Geraldine Carter (Part 2) - Jul 6, 2021
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...
Advising CPAs with Geraldine Carter (Part 1) - Jun 29, 2021
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...
Outsource accounting with Michael Jamison (Part 2) - Jun 22, 2021
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...
Outsource accounting with Michael Jamison (Part 1) - Jun 17, 2021
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-...
The new CPA exam blueprints with Dr. Ron Premuroso - Jun 8, 2021
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...
Accounting for craft breweries with Josh Lance (Part 2) - Jun 1, 2021
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...
Accounting for craft breweries with Josh Lance (Part 1) - May 25, 2021
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...
Accounting in the cannabis industry with Andrew Hunzicker (Part 2) - May 18, 2021
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...
Accounting in the cannabis industry with Andrew Hunzicker (Part 1) - May 11, 2021
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...
Expanding your skill sets with David Peters (Part 2) - May 4, 2021
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...
Expanding your skill sets with David Peters (Part 1) - Apr 27, 2021
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...
Studying accounting outside the US with Kenneth Omoruyi (Part 2) - Apr 13, 2021
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...
Studying accounting outside the US with Kenneth Omoruyi (Part 1) - Apr 6, 2021
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...
The Value of Data Analytics in Accounting with Kathryn Horton (Part 2) - Mar 30, 2021
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...
The Value of Data Analytics in Accounting with Kathryn Horton (Part 1) - Mar 24, 2021
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...
Create efficiencies through accounting technology with Twyla Verhelst (Part 2) - Mar 16, 2021
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...
Create efficiencies through accounting technology with Twyla Verhelst (Part 1) - Mar 9, 2021
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...
The CPA Exam and Diversity in Accounting with Jessica McClain (Part 2) - Mar 2, 2021
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...
The CPA Exam and Diversity in Accounting with Jessica McClain (Part 1) - Feb 23, 2021
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...
How AI & the Cloud will Affect the Future of Accounting with Jeff Wilson (Part 2) - Feb 16, 2021
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...
How AI & the Cloud will Affect the Future of Accounting with Jeff Wilson (Part 1) - Feb 9, 2021
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...
How to Keep Up WIth All Things Tax Related with Jeremias Ramos (Part 2) - Feb 2, 2021
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...
How to Keep Up WIth All Things Tax Related with Jeremias Ramos (Part 1) - Jan 26, 2021
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...
Forensic Accounting & PPP Loans with Sean Saari (Part 2) - Jan 19, 2021
In this episode, Phil interviews Sean Saari. Sean is involved in sorting through complicated issues anywhere from PPP loans to tracing assets for divorce settlements. As a graduate from Notre Dame, Sean encourages students to take the CPA exam as he...
Forensic Accounting & PPP Loans with Sean Saari (Part 1) - Jan 12, 2021
In this episode, Phil interviews Sean Saari. Sean is involved in sorting through complicated issues anywhere from PPP loans to tracing assets for divorce settlements. As a graduate from Notre Dame, Sean encourages students to take the CPA exam as he...
Being a Good Tax Attorney without a CPA License with Henrick Haeckel (Part 2) - Jan 5, 2021
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....
Being a Good Tax Attorney without a CPA License with Henrick Haeckel (Part 1) - Jan 2, 2021
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....
New Zealand, Baseball, & The Importance of a CPA License with Ryan Scharar - Dec 22, 2020
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...
Being a Virtual CPA & Understanding PPP Loans with Hannah Smolinski (Part 2) - Dec 15, 2020
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...
Being a Virtual CFP & Understanding PPP Loans with Hannah Smolinski (Part 1) - Dec 8, 2020
Phil sits down with entrepenuer & You Tuber, Hannah Smolinski. They talk extensivly 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...
Studying and Succeeding at the CPA Exam (Part 2) - Dec 1, 2020
Ron Premuroso & Phil talk about the importance of using the blueprints to study in order to pass the exam. They also touch on the ever important topic of what the role of the AICPA is & suggest what direction would be most helpful to advocate for...
Studying and Succeeding at the CPA Exam (Part 1) - Nov 24, 2020
In this episode, Ron Premuroso and Phil walk through a few tips on task based simulations on the CPA exam. Ron & Phil passionatly talk about their desire to aid and help students pass their exam no matter how many times they've failed. Tune in next...
Imposter Syndrome & Emotionally Responsible Accounting with Ingrid Edstrom (Part 2) - Nov 17, 2020
Ingrid Edstrom is a remarkable human, who has taken a non-traditional route to serve a part of the CPA market that is often left untouched. Phil and Ingrid's conversation ranges from why it's important to know your clients well, to how you can more...
Imposter Syndrome & Emotionally Responsible Accounting with Ingrid Edstrom - Nov 12, 2020
Ingrid Edstrom is a remarkable human, who has taken a non-traditional route to serve a part of the CPA market that is often left untouched. Phil and Ingrid's conversation ranges from why it's important to know your clients well, to how you can more...
Integrating Faith, Family and Financial Decision Making with Deb Meyer (Part 2) - Nov 3, 2020
Deb Meyer is the founder of WorthyNest. A CPA firm focused on helping Christian families and entrepenuers understand how to mange and invest their money wisely and generously. Phil and Deb talk about the importance of not just using your money wisely...
Integrating Faith, Family and Financial Decision Making with Deb Meyer (Part 1) - Oct 27, 2020
Deb Meyer is the founder of WorthyNest. A CPA firm focused on helping Christian families and entrepenuers understand how to mange and invest their money wisely and generously. Phil and Deb talk about the importance of not just using your money wisely...
Understanding and Implementing Online Marketing Tactics with Stefanie Peterson Part 2 - Oct 20, 2020
Phil sits down with Stefanie Peterson who runs his company's social media to discuss how and why you should use social media marketing. It can be overwhelming and seem pointless, but Stefanie walks through few practical steps to aid in beginning...
Understanding and Implementing Online Marketing Tactics with Stefanie Peterson Part 1 - Oct 13, 2020
Phil sits down with Stefanie Peterson who runs his social media to discuss how and why you should use social media marketing. It can be overwhelming and seem pointless, but Stefanie walks through few practical steps to aid in beginning creating an...
Managing a Concierge CPA Firm & Desired Change for the AICPA with Jackie Meyer - Oct 6, 2020
Jackie Meyer runs a highly specialized concierge tax service for a small group of clients. Phil and Jackie talk about her intential focus on her clients needs as well as how she is investing into younger CPA's to further the development of their...
Navigating PPP Loans, AI, Politics and More with Chris Hervochon - Sep 29, 2020
Chris Hervochon returns to talk to Phil about how he and his team have been handling COVID and helping clients through the complicated waters of the PPP Loan. Phil and Chris also touch on other subjects involving the ever-changing tax code & the...
Running an Enjoyable and Sustainable CPA Firm with Judy Vorndran - Sep 22, 2020
Phil interviews Judy Vorndran on how and why she chose to live and work in Denver, Colorado and how she has handled the current shift in how things are run and where she chooses to invest her time and energy. Her approach to running her own firm and...
"What's Your And?" with John Garrett - Sep 15, 2020
John Garrett teaches Phil the importance of taking time for your outside hobbies and sharing them with your coworkers. Gone are the days of work stays at work. With our new blended work-life balance, especially as more and more companies work remote,...
Why CPA Firms Need Blockchain with Futurist Ian Khan - Sep 8, 2020
Is the AICPA ready to implement blockchain specialization into the new CPA Exam model by 2024? Find out what Ian Khan and Phil Yaeger think about blockchain, CPA Firms, and the CPA Exam on this week's episode of CPA Review & More.
Getting Hired in 2020 with Mark Goldman - Sep 1, 2020
Mark Goldman, accounting recruiter and podcast host for the Where Accountants Go podcast, joins Phil on this episode of CPA Review & More. Mark gives great advice for accountants trying to get hired this year. Coronavirus has changed the hiring...
Blake Oliver's Accounting Story - Aug 25, 2020
Blake Oliver's CPA journey is unique. Blake entered the workforce during one of the worst economic times, The Great Recession. Combine that with a major in music, his job prospects were extremely limited. Now, Blake is Accounting Today's Top 100 Most...
How to Capture New Clients with Krista Mashore - Aug 18, 2020
Are you struggling to get new clients? Maybe you just put out a sign above your door and nobody is walking in (figuratively speaking, of course!). Krista Mashore is the expert on social media strategies for capturing new clients and lead gen. Find out...
Prepare for the CPA Exam the Most Efficient Way with Ron Premuroso and Phil Yaeger - Aug 11, 2020
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 - Aug 4, 2020
Mike Whitmire, CPA started his own accounting software company FloQast and raised over 93 million dollars from venture capital. He's an entrepreneur and a go-getter and you'd be sorry to miss this episode of CPA Review and More!
What CPA Firms Look For with Fletcher Wimbush - Jul 28, 2020
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.
Debating the CPA License: Martin Zych + Blake Oliver + Brian Tankersley - Jul 14, 2020
We have a special treat for you this week! Join Phil and his roundtable discussion on "controversial" CPA topics with Martin Zych, Blake Oliver, and Brian Tankersley. Find out their thoughts on the CPA Exam, the AICPA, the CPA License, and of course,...
Acquiring Your Dream Clients with Tyler Clark - Jul 7, 2020
Tyler Clark, founder of Dream Firms, shares his marketing secrets for building your dream client database. Learn about niche marketing, lead generation, and setting up efficient systems in this week's episode of CPA Review & More.
CPA Exam Tips and Tricks with Dr. Phil Yaeger, CPA and Dr. Ron Premuroso, CPA - Jun 30, 2020
Join Phil and Ron for some helpful tips and tricks for the CPA Exam. Dive into simulations with Ron as well as BEC including written communications questions. Also, you'll go over tough auditing topics - audit opinion and critical audit matters, for...
Niche Marketing with Tim McNeely - Jun 23, 2020
Tim McNeely joins us for a second episode to discuss niche marketing and how it can impact your business tremendously. Find out how CPAs can transition their practice to serving specialized groups of professionals.
Lessons From the Super Rich with Tim McNeely - Jun 16, 2020
Wealth Advisor Tim McNeely, CFP uncovers what the super rich are doing versus the rest of us. Find out how you can build a team of professionals to help you move your practice to the next level on this week's episode of CPA Review & More.
Predicting the Future of Accounting with Futurist Ian Khan - Jun 9, 2020
Futurist Ian Khan details where the accountancy profession will be in the next 5 - 10 years. His research on data trends and technology initiatives helps him forecast the future of accounting. Will technology push out the accountants? Or, will we need...
Samantha Bowling: Working With, Not Against, Technology - Jun 2, 2020
How do you interpret technology in your business? Are you embracing the updates and changes? Do you work with or against technology? Samantha Bowling, 2019's most powerful woman in accounting, shares how her firm handles new technology. She also...
A Look Inside Somerset CPAs and Advisors with Caleb Bullock - May 19, 2020
Caleb Bullock, CPA gives informative insight into what it's like working for a smaller to medium size firm versus the Big 4. Find out why Somerset CPAs and Advisors, along with other similar sized firms, is a remarkable place to work as a new CPA.
Digital Currency: Unlocking the Future of Auditing with Steven Baum - May 12, 2020
Where is the auditing world going with new technologies? Where are cryptocurrency and blockchain headed? Find out from Steven Baum, CPA and 40 under 40 accounting influencer for 2019 on this week's episode of CPA Review & More.
Starting Your Own Practice with Chris Hervochon - May 5, 2020
Chris Hervochon, CPA, a 2019 40 under 40 accounting influencer, recently struck out on his own to start his own practice. Find out what motivated him and how he taught himself the right skills he needed to make the plunge.
Entrepreneurship: Advice for the Young Professional with Ilya Radzinsky - Apr 28, 2020
Ilya Radzinsky, CFA and Co-Founder of TaxDome, opens up about what it takes to be a successful entrepreneur on this week's episode of CPA Review & More. Check out TaxDome at www.taxdome.com.
Job Hunting for the CPA vs the Non-CPA with Mark Goldman, CPA - Apr 21, 2020
Mark Goldman, accounting recruiter and podcast host for the Where Accountants Go podcast, joins Phil on this episode of CPA Review & More. From the coronavirus to transitioning your accounting career to CPA Review, these two podcast hosts share their...
How the CPA License Opens Doors with Leadership Consultant Bridget Kaigler, CPA - Apr 14, 2020
If you are in need of a little pick-me-up, listen to this CPA Review & More episode with Bridget Kaigler, CPA. Motivating and inspiring, Bridget shares how the CPA license has opened doors for her in her accounting career. As a leadership consultant,...
The CPA Evolution with Ron Premuroso and Phil Yaeger - Apr 7, 2020
Phil Yaeger and Ron Premuroso talk about the AICPA's new proposed CPA Evolution Model. They also share their opinions about the education surrounding accounting, in the universities, the professors, and the courses.
Entertainment Accounting: A Deep Dive with Tate Henshaw - Mar 31, 2020
Phil Yaeger interviews Tate Henshaw, an entertainment industry accountant. Learn about the ins and outs of accounting in the entertainment space, specifically business managing musicians, sport athletes, even game show hosts!
The CPA Evolution Model: The Proposed Changes with AICPA's Carl Mayes - Mar 26, 2020
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 - Mar 17, 2020
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 - Mar 10, 2020
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!
A Look at a Non-CPA Accounting Path with Caleb Jenkins - Feb 25, 2020
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 - Feb 22, 2020
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 - Feb 11, 2020
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 - Feb 4, 2020
Interested in nonprofit accounting? Brian Bender, Senior Manager and Co-Chair of Nonprofit Practice at S.R. Snodgrass, sits down with Phil to share his accounting journey and what led him to this particular accounting path.
How to Approach MCQs on the CPA Exam - Jan 28, 2020
Learn crucial tips & tricks to best approach MCQs on the CPA Exam with CPA Exam Experts Phil Yaeger and Ron Premuroso. Follow along with the MCQ examples by heading over to https://www.yaegercpareview.com/webinars.cfm.
Shehan Chandrasekera - Jan 21, 2020
Phil Yaeger interviews Shehan Chandrasekera, CPA and cryptocurrency expert. Learn the basics of cryptocurrency and how bitcoin works on this week's CPA Review & More podcast episode. To find Shehan, you can go to his page and his company's page...
Task-Based Simulations: Tackling Concepts from FAR & BEC - Jan 14, 2020
Do you feel time challenged when facing a simulation question containing documents on the CPA Exam? Learn how to quickly, efficiently, and methodically determine if each document is relevant or not when answering the requirements of the simulation....
Vince LoRusso & Blockchain - Jan 7, 2020
Join Phil Yaeger & Vince LoRusso as they walk through all things blockchain. Find out how blockchain is revolutionizing business from agriculture and food traceability to financial services and digital currency.
2020 Changes to the CPA Exam - Dec 31, 2019
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 - Dec 17, 2019
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 - Dec 10, 2019
Join Phil Yaeger & Chris Jankiewicz, two CPA Exam experts, as they dive into FAR: Governmental Accounting & Leases. Find out everything you need to know about these two challenging topics before you walk into take your FAR Exam on this week's episode...
Interview with Arianna Campbell - Dec 3, 2019
Phil Yaeger interviews Arianna Campbell, a 2019 Top 20 Under 40 Accounting Influencer. Find out how Arianna, who is not a CPA, used her sociology degree and relationship-building experiences to successfully advise and streamline CPA firms to improve...
Student Podcast No 2 - Charles Kelly - Nov 19, 2019
Meet Charles Kelly, a recent Yaeger CPA Review success story. Charles shares with Phil how he went from failing the CPA Exam multiple times to passing in the knick of time before his CPA Exam deadline closed. To learn more about the CPA Exam and how...
Student Podcast No.1 - Nov 5, 2019
CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST Phil Yaeger interviews John Ramsey, CPA Candidate and Juan Liem, a recent Yaeger CPA Review success story. Tune in to find out some of what they've learned throughout their journeys studying for the CPA...
Q&A: Tackling CPA Exam Trouble Spots - Oct 29, 2019
CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST Phil Yaeger and Instructor Hotline Professor, Ron Premuroso, discuss CPA Exam topics that students most struggle with. They also take and answer questions live from current CPA Candidates studying for the...
Recorded LIVE from Singapore with Jody Padar, The RADICAL CPA - Oct 16, 2019
CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST On this week's episode of CPA Review & More, Phil Yaeger meets with Donny Shimamoto, CPA and Managing Director of IntrapriseTechKnowlogies, LLC. Donny discusses the increasing need for accounting advisory...
Interview with Donny Shimamato - Oct 8, 2019
CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST On this week's episode of CPA Review & More, Phil Yaeger meets with Donny Shimamoto, CPA and Managing Director of IntrapriseTechKnowlogies, LLC. Donny discusses the increasing need for accounting advisory...
Interview with Amy Vetter, CPA - Sep 24, 2019
CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST Phil Yaeger interviews Amy Vetter, professional keynote speaker, a mindful technologist, creator of the B3 Method, author, & Host of the Breaking Beliefs Podcast. She explains the importance of mindful...
Interview with Jeff Badu, CPA - Sep 10, 2019
CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST Phil Yaeger interviews Jeff Badu, CPA about his journey to becoming a CPA and how he started his own successful tax advising firm at the young age of 24. Now, at age 27, Jeff is dominating the accounting...
Interview with Eric Burgmaier - Episode 031 - Sep 3, 2019
CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST Phil Yaeger interviews Eric Burgmaier, CPA and successful healthcare accounting expert about his story of building up his own accounting firm after getting his CPA License. Learn about dental healthcare...
Interview with Mike Decker - Vice President of Examination at AICPA - Aug 27, 2019
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...
Interview with Maggie Law, Associate Producer at NBC - BONUS EPISODE - Aug 23, 2019
CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST Phil Yaeger interviews Maggie Law, Associate Producer of The Weekend Today Show. She shares her story of how she reached her position at NBC. Learn interview tips and strategies for putting your best foot...
Interview with JJ The CPA - Episode 029 - Aug 20, 2019
CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST Phil Yaeger interviews JJ the CPA on this week's episode of CPA Review & More. Listen to their perspectives on all things related to the CPA License - the Exam, the value of the license, and where the CPA...
Interview with Chris Hooper - Episode 028 - Aug 13, 2019
CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST On this week's episode of CPA Review & More, Phil Yaeger interviews Chris Hooper, Chartered Accountant and Accounting Futurist. He is the CEO of Accodex, a firm that supports accountants starting their...
Interview with Jody Padar - Episode 027 - Aug 6, 2019
CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST Phil Yaeger interviews Jody Padar, CPA about her successful bot keeping accounting firm, BotKeeper. They discuss the role AI is playing in accounting and how the CPA license and exam will need to keep up....
Interview with Jose Zavala - Episode 026 - Jul 30, 2019
CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST In this week's episode of CPA Review & More, Phil Yaeger interviews CPA Candidate Jose Zavala. Jose offers his insight into why he is pursuing the CPA license, even though he runs a successful accounting...
Interview with Ben Wann, CMA, MBA, CPA - Episode 025 - Jul 23, 2019
CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST This week on CPA Review & More Phil interviews Ben Wann, Co-Founder of The Numbers Guys and advocate for the Institute of Management Accountants. They discuss the difference between the CMA and CPA...
How to Pass the CPA Exam 101 - July 2019 - Bonus Episode - Jul 12, 2019
CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST Yaeger CPA Review Subscription Plan https://www.yaegercpareview.com/pricing.cfm Contact the Yaeger Office (301) 874-4900 Contact us podcast@yaegercpareview.com CPA Review & More on the Web...
Interview with Josh Madigan - Episode 023 - Jul 9, 2019
CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST In this episode Phil interviews Josh Madigan. Yaeger CPA Review Subscription Plan https://www.yaegercpareview.com/pricing.cfm Contact the Yaeger Office (301) 874-4900 Contact us...
Interview with Keith James, CPA - Episode 022 - Jul 2, 2019
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 https://www.yaegercpareview.com/pricing.cfm Contact the Yaeger Office (301) 874-4900 Contact us...
Q3 2019 CPA Exam Blueprint Updates - Bonus Episode - Jun 25, 2019
CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST In this episode Phil & Ron go over the updates to the AICPA Blueprints that become testable in Q3 of 2019. If you are testing Q3, this is a MUST HEAR! FAR - 01:42 REG - 07:55 AUD - 17:34 BEC - 31:00...
Interview with Dr. Sean Stein Smith & Amanda Wilkie - Episode 021 - Jun 18, 2019
CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST In this episode Phil interviews Dr. Sean Stein Smith & Amanda Wilkie about cryptocurrency and bitcoin. If you are at all interested in cryptocurrency this is an episode you'll not want to miss! Yaeger...
Interview with Drew The Rapping CPA Carrick - Episode 020 - Jun 11, 2019
CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST In this episode Phil interviews Drew "The Rapping CPA" Carrick about his background, why he became a CPA. They even talk about the music The Rapping CPA records. Yaeger CPA Review Subscription Plan...
June 2019 CPA Exam Live Q&A - Bonus Episode - Jun 5, 2019
CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST In this episode Team Yaeger takes questions and answers them LIVE via ZOOM Webinar & Facebook LIVE. This is a MUST HEAR if you are testing for the exam before June 10th 2019 to get some last minute tips,...
Interview with Philip Sookram - Episode 019 - Jun 4, 2019
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 https://www.yaegercpareview.com/pricing.cfm Contact us...
Interview with Steven Gross, CFP®, ChFC®, APMA® - Episode 018 - May 28, 2019
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. Yaeger CPA Review Subscription Plan...
Interview with Dolly McDermott - Episode 017 - May 21, 2019
CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST In this episode Phil talks to Dolly McDermott of Thomas Hogan Vacations about different vacations ideas for every budget! Connect with Dolly https://thomashoganvacations.com/ Yaeger CPA Review...
Interview with Louis Melendez of Charitybuzz - Episode 016 - May 14, 2019
CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST In this episode, Louis Melendez of Charitybuzz talks about some of the offerings that are available through Charitybuzz. Phil on the other hand talks about the benefits for what Charitybuzz offers,...
Interview with Charlene Assam CPA & MBA at Age 22 - Episode 015 - May 7, 2019
CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST In this episode, Charlene discusses her CPA Exam journey and what it takes to pass. She describes what motivated her and offers advice for current and future CPA candidates. Yaeger CPA Review would like...
Interview with Jeff Phillips of AccountingFly - Episode 014 - Apr 30, 2019
CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST In this episode of CPA Review & More Phil interviews Jeff Phillips from Accounting Fly. Accounting Fly is a job placement and recruiting company that helps CPAs & Accountants land a job in Cloud & Remote...
Interview with Joshua Jenson, JJ THE CPA - Episode 013 - Apr 23, 2019
CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST In this episode Phil interviews Joshua Jenson, better known as JJ THE CPA. Contact JJ THE CPA http://jjthecpa.com Have a question for Phil? Call (301) 874-4900 Ext. 5 Yaeger CPA Review...
Interview with Kari Hipsak - Episode 012 - Apr 16, 2019
In this episode Phil talks to Kari Hipsak from the Association of International Certified Professional Accountants on the importance of the emotional and interpersonal connection between CPAs and their clients and why AI will not be replacing the...
Interview with Justin McAuliffe of CPA Enterprises, PC - Episode 011 - Apr 9, 2019
In this episode, Phil talks to Justin McAuliffe of McAuliffe CPA Enterprises, P.C. Justin talks about his background of being a CPA and his journey on how he came to the decision of opening his own CPA practice. Connect with Kari:...
April 2019 CPA Exam Live Q&A - Bonus Episode - Apr 3, 2019
In this episode we did a special Facebook LIVE and Zoom Webinar version where CPA Candidates and accounting students got the chance to ask their questions about study techniques, test taking and the CPA Review course. Have a question for Phil? Call...
Phil Goes Over Questions From CPA Students - Episode 009 - Mar 26, 2019
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 - Mar 19, 2019
In this episode we talk to Juan Garcia, The CPA Marketer, he tells us about his story with his background at PwC and how he wend from accounting to marketing to become The CPA Marketer. The CPA Marketer http://www.goldlakemedia.com/ Juan Garcia...
Interview with Eliot Cashell, Marine, CPA & Permanent Canadian Resident - Episode 007 - Mar 12, 2019
In this episode we talk to Eliot Cashell, CPA, CDFM-A about how be took being a U.S. Marine Officer to becoming an Accountant and later to be a CPA who is now a Permanent Canadian Resident living in the U.S. in transition to uproot his life, family &...
Interview with Jody L. Padar, Artificial Intelligence & Radical CPA - Episode 006 - Mar 6, 2019
We held a Facebook Live with special guest "The Radical CPA" Jody L. Padar. She talks about AI in the accounting world and her journey to becoming a CPA. We also take a few questions from listeners while we were live on the air! Learn more about AI at...
Interview with Blake Oliver, Cloud Accounting - Episode 005 - Mar 5, 2019
In this weeks episode Phil interviews Blake Oliver where they dive into cloud accounting in the CPA world. Yaeger CPA Review http://yaegercpareview.com Contact us podcast@yaegercpareview.com
Interview with Eva Rosenberg, The TaxMama - Episode 004 - Feb 26, 2019
In this episode, Eva Rosenberg, the TaxMama® stops in and talks a little about her book “The Trump Tax Cut," the Enrolled Agent (EA) Exam and her Enrolled Agent IRS Exam Review Course. Eva is nationally known for her expertise in the area of taxation....
Interview with James Hawthorn Whitaker, How to Get in at the Big Four - Episode 001 - Jan 23, 2019
We talked to James Hawthorn Whittaker, Founder of Big 4 Career Lab.
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