CPA Review & More

Latest Episodes:

What CPA Firms Look For with Fletcher Wimbush Jul 28, 2020

Show notes

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.

Accounting Career Advice with Jason Deshayes, Director of Tax Planning at Cook Wealth Management Group Jul 21, 2020

Show notes

Join 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 Jul 14, 2020

Show notes

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, the coronavirus pandemic.

Acquiring Your Dream Clients with Tyler Clark Jul 07, 2020

Show notes

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

Show notes

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 example.

Niche Marketing with Tim McNeely Jun 23, 2020

Show notes

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

Show notes

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 09, 2020

Show notes

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 accountants more than ever before? Find out in this week's episode of CPA Review & More.

Samantha Bowling: Working With, Not Against, Technology Jun 02, 2020

Show notes

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 discusses the CPA Exam and where she thinks its headed.

SEC Filings, IPO, and the Sarbanes Oxley Act: Application of CPA Exam Topics with Eric Greene May 26, 2020

Show notes

Eric Greene, Director of Financial Reporting at ZAGG, Inc, walks through difficult CPA Exam concepts via real-world examples, aka the company he works for. Reinforce difficult concepts from the CPA Exam by listening to Eric and Phil discuss how they are used in today's accounting world.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected