CPA Review & More

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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 has found it to be a very helpful tool.
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 your head up, and your ear to the ground, the rewards and enjoyable and meaningful.
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 your head up, and your ear to the ground, the rewards and enjoyable and meaningful.
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.
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 channel : https://www.youtube.com/channel/UCS1TfAapbr2J8izI8MH3ttw
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 channel : https://www.youtube.com/channel/UCS1TfAapbr2J8izI8MH3ttw
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 those who are trying to pass the CPA exam.
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 week for the rest of the episode, critiquing the AICPA and the pep talk you didn't know you needed.
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 easily step into your unique niche without fear of inadequacy paralyzing you.
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 easily step into your unique niche without fear of inadequacy paralyzing you.
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 but putting some thought into the motivation behind what your money is used for.
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 but putting some thought into the motivation behind what your money is used for.
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 creating an online presence.Want Stefanie's help? Visit: www.likeablelocal.com
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 online presence.Want Stefanie's help? Visit: www.likeablelocal.com
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 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 of Jackie's new software: taxplaniq.com
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 affect of AI & bots on CPA firms.
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 the lessons she has learned proves to be a valuable insight for anyone listening.
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, your hobbies can significantly positively influence the way you work. Find out more on this week's episode of CPA Review & More.
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.
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 landscape and it's time to get informed!
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 Influential Accountants. Find out how he navigated the economic crisis of 2008 and his advice for handling the economic crisis today.
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 what you might be doing wrong and how to correct course on this week's episode of CPA Review and More!
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!
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!
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.
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Podcast Details

Created by
Yaeger CPA Review
Podcast Status
Active
Started
Jan 23rd, 2019
Latest Episode
Jan 12th, 2021
Release Period
Weekly
Episodes
116
Avg. Episode Length
41 minutes
Explicit
No
Order
Episodic
Language
English

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