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Accounting in the cannabis industry with Andrew Hunzicker (Part 1) May 11, 2021

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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.

Expanding your skill sets with David Peters (Part 2) May 04, 2021

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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 Accountable.

Expanding your skill sets with David Peters (Part 1) Apr 27, 2021

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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 beyond tax preparation.

Studying accounting outside the US with Kenneth Omoruyi (Part 2) Apr 13, 2021

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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.

Studying accounting outside the US with Kenneth Omoruyi (Part 1) Apr 06, 2021

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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.

The Value of Data Analytics in Accounting with Kathryn Horton (Part 2) Mar 30, 2021

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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 specialty or niche to stand out from the other accountants and one thing she would change in the profession.

The Value of Data Analytics in Accounting with Kathryn Horton (Part 1) Mar 24, 2021

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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 after she took the CPA exam to starting her own private firm.

Create efficiencies through accounting technology with Twyla Verhelst (Part 2) Mar 16, 2021

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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 practice, client engagement and the services you offer and how accounting software can help you achieve those goals. Twyla also reacts to being chosen as one of the top 50 women in accounting.

Create efficiencies through accounting technology with Twyla Verhelst (Part 1) Mar 09, 2021

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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 gain efficiencies. She also discusses the differences in accounting between the US and Canada.

The CPA Exam and Diversity in Accounting with Jessica McClain (Part 2) Mar 02, 2021

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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 belonging in the accounting profession.

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