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 podcast@yaegercpareview.com CPA Revi...

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 Learn: ...

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 disco...

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.