Episodes
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.
Published 11/16/21
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.
Published 11/09/21
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.
Published 11/02/21
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.
Published 10/26/21
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.
Published 10/19/21
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.
Published 10/12/21
In this second episode of this two-part episode, Phil continues his conversation with Greg Kyte, a CPA and a stand up comedian. Greg talks about Comedy Church, a comedy show that he founded, and how he incorporates accounting into his jokes.
Published 10/05/21
In the first part of this two-part episode, Phil speaks with Greg Kyte, a CPA and a stand up comedian. Greg discusses why he changed his career as a junior high math teacher to become an accountant. He also talks about how he started doing stand up comedy.
Published 09/29/21
In this second episode of this two-part episode, Phil continues his conversation with Tom Lindsey, a CPA based in Lansing Michigan. Tom talks about the challenges he faced taking the exam in his mid-40s and how the COVID-19 pandemic provided him the time and mindset he needed to study. He also discusses how the CPA will change his life.
Published 09/14/21
In the first part of this two-part episode, Phil speaks with Tom Lindsey, a CPA based in Lansing Michigan. Tom discusses what it was like to study and take the CPA exam in his mid-40s and how Yaeger CPA Review courses helped him prepare. He also shares what inspired him to become a CPA.
Published 09/10/21
In this second episode of this two-part episode, Phil continues his conversation with Philip Sookram, CPA and Assistant Professor at Saint Peter’s University. Philip shares more on how to recruit students to pursue CPAs and talks about the teacher that inspired to pursue accounting. He also discusses how he continues to expand his skill sets and gives advice on how to navigate the industry.
Published 08/31/21
In the first part of this two-part episode, Phil speaks with Philip Sookram, CPA and Assistant Professor at Saint Peter’s University. Philip talks about his career trajectory. He shares why he thinks there’s a shortage of CPAs and how he recruits students to study accounting. He also discusses how Yaeger CPA Review helped him pass his CPA exam.
Published 08/24/21
In this second episode of this two-part episode, Phil continues his conversation with Dr. Sean Stein Smith, an Assistant Professor in Business and Economics for Lehman College about cryptocurrency. Sean talks about the Institute for Blockchain & Cryptoasset Research, which he founded in 2020. He also discusses two of the biggest problems in cryptocurrency right now.
Published 08/17/21
In the first part of this two-part episode, Phil speaks with Dr. Sean Stein Smith, an Assistant Professor in Business and Economics for Lehman College. Sean talks about cryptocurrency, defines what it is and shares some advantages and disadvantages with investing in it.
Published 08/10/21
In this second episode of this two-part episode, Phil continues his conversation with James McGettigan, CPA, CGMA and CFP at Stoker Ostler. James talks about his experience that got him to where he is today. He also shares why he stays in accounting and his goals for the future.
Published 08/03/21
In the first part of this two-part episode, Phil speaks with James McGettigan, CPA, CGMA and CFP at Stoker Ostler. James shares why he became a certified personal financial specialist. He also talks about how and why he feels the accounting industry is evolving.
Published 07/27/21
In this second episode of this two-part episode, Phil continues his conversation with Ken Healy, CPA and Partner at Diversified Financial Solutions. Ken discusses the importance of embracing change in the accounting industry and technology. He also shares how the CPA designation has changed his life.
Published 07/20/21
In the first part of this two-part episode, Phil speaks with Ken Healy, CPA and Partner at Diversified Financial Solutions. Ken talks about the current state of the accounting industry and some of the difficulties he faces as a small business owner. He also discusses why he picked CPA as a profession.
Published 07/13/21
In this second episode of this two-part episode, Phil continues his conversation with Geraldine Carter, founder of She Thinks Big Coaching. Geraldine talks about how she guides her clients to find a speciality for their business rather than serve as a generalist. She also shares how she works with CPAs one-on-one and through her roadmap to advisory services. Lastly, she talks about her weekly podcast, Smart Strategy for CPAs.
Published 07/06/21
In the first part of this two-part episode, Phil speaks with Geraldine Carter, founder of She Thinks Big Coaching. Geraldine talks about being a business coach for solo CPAs and small firms and how she helps them make their businesses run better and more easily. She also discusses how she helps clients be strategic with their pricing and the difference between working hourly vs value pricing.
Published 06/29/21
In this second episode of this two-part episode, Phil continues his conversation with Michael Jamison, President and CEO of OnTarget CPA. Michael talks about working with the IRS and the phone service he uses to reduce his hold times with them. He also gives advice on how he gets those first clients and how to determine what types of services to offer.
Published 06/22/21
In the first part of this two-part episode, Phil speaks with Michael Jamison, President and CEO of OnTarget CPA. Michael talks about how he got into accounting and his career trajectory. He also talks about outsource accounting and working with small- to medium-sized businesses. He shares the changes he saw with businesses during the COVID-19 pandemic and Paycheck Protection Program (PPP) loans.
Published 06/17/21
In this episode, Phil speaks with Dr. Ron Premuroso, an instructor for CPA Review, about the upcoming changes to the CPA exam. Ron provides the new blueprints that have been added to the Business Environment and Concepts (BEC) and Auditing and Attestation (AUD) parts of the exam that will take effect on July 1. He also discusses what’s been modified and simplified, and he shares the list of topics that haven’t been eliminated from the exam.
Published 06/08/21
In this two-part episode, Phil continues his conversation with Josh Lance, founder and Managing Director of Lance CPA Group, a virtual CPA firm that focuses on providing accounting and consulting services to craft breweries and digital agencies. Josh talks about teaching accounting and entrepreneurship as an adjunct professor at Northwestern University and how he made due in the last year during the COVID-19 pandemic. He also shares his thoughts on the requirements to become a CPA.
Published 06/01/21
In this two part episode, Phil speaks with Josh Lance, founder and Managing Director of Lance CPA Group, a virtual CPA firm that focuses on providing accounting and consulting services to craft breweries and digital agencies. Josh talks about what made him get into accounting and how he started his practice working with craft breweries and digital consulting.
Published 05/25/21