CPA Review & More

Latest Episodes:

The CPA Exam and Diversity in Accounting with Jessica McClain (Part 1) Feb 23, 2021

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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 various certifications she holds. The episode ends with a discussion on what Jessica likes about auditing.

How AI & the Cloud will Affect the Future of Accounting with Jeff Wilson (Part 2) Feb 16, 2021

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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 continue to evolve the industry. He also describes his specialization and what he loves about the profession.

How AI & the Cloud will Affect the Future of Accounting with Jeff Wilson (Part 1) Feb 09, 2021

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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 uses cloud accounting and how it has changed education and testing. He also shares tips on how to relieve the stress before taking the CPA exam.

How to Keep Up WIth All Things Tax Related with Jeremias Ramos (Part 2) Feb 02, 2021

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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 market is going to look like in the coming years. They finish off their conversation with some very clear tips on how to pass the CPA exam and what employers may be looking for.

How to Keep Up WIth All Things Tax Related with Jeremias Ramos (Part 1) Jan 26, 2021

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Forensic Accounting & PPP Loans with Sean Saari (Part 2) Jan 19, 2021

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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.

Forensic Accounting & PPP Loans with Sean Saari (Part 1) Jan 12, 2021

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Being a Good Tax Attorney without a CPA License with Henrick Haeckel (Part 2) Jan 05, 2021

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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.

Being a Good Tax Attorney without a CPA License with Henrick Haeckel (Part 1) Jan 02, 2021

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New Zealand, Baseball, & The Importance of a CPA License with Ryan Scharar Dec 22, 2020

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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.

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