CPA Review & More

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Managing a Concierge CPA Firm & Desired Change for the AICPA with Jackie Meyer Oct 06, 2020

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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.
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Navigating PPP Loans, AI, Politics and More with Chris Hervochon Sep 29, 2020

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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.

Running an Enjoyable and Sustainable CPA Firm with Judy Vorndran Sep 22, 2020

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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.

"What's Your And?" with John Garrett Sep 15, 2020

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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.

Why CPA Firms Need Blockchain with Futurist Ian Khan Sep 08, 2020

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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.

Getting Hired in 2020 with Mark Goldman Sep 01, 2020

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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 Accounting Story Aug 25, 2020

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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.

How to Capture New Clients with Krista Mashore Aug 18, 2020

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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!

Prepare for the CPA Exam the Most Efficient Way with Ron Premuroso and Phil Yaeger Aug 11, 2020

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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!

Taking Your Company to 93+ Million with Michael Whitmire, CEO of FloQast Aug 04, 2020

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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!

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