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CPA Review & More
Yaeger CPA Review
172 episodes
9 months ago
"CPA Review & More" is hosted by Phil Yaeger of Yaeger CPA Review. This podcast will discuss the CPA Exam and other topics related to CPAs. Each week we will have a special guest that we will interview about their career in the financial industry.
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Careers
Business,
Management
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All content for CPA Review & More is the property of Yaeger CPA Review and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
"CPA Review & More" is hosted by Phil Yaeger of Yaeger CPA Review. This podcast will discuss the CPA Exam and other topics related to CPAs. Each week we will have a special guest that we will interview about their career in the financial industry.
Show more...
Careers
Business,
Management
Episodes (20/172)
CPA Review & More
Phil Yaeger feat. Erik Solbakken
2 years ago
37 minutes

CPA Review & More
How to learn to pass your certification exams with Dr. Sabine Charles
How to learn to pass your certification exams with Dr. Sabine Charles
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3 years ago
1 hour 8 minutes

CPA Review & More
Price & Profit Coach Loren Fogelman
3 years ago
1 hour 3 minutes

CPA Review & More
Founder of IRONTECH Security Tom Kirkham
We talked to Founder of IRONTECH Security Tom Kirkham
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3 years ago
1 hour 1 minute

CPA Review & More
Liz Mason founder of High Rock Accounting joins the Podcast
Liz Mason founder of High Rock Accounting joins the Podcast to discuss family life, business, career, accounting and the future for CPA's.
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3 years ago
54 minutes

CPA Review & More
National speaker and author Joe Woodard joins the Podcast
National speaker and author Joe Woodard joins the Podcast to talk about empowering small business owners, accounting candidates and strategies.
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3 years ago
50 minutes

CPA Review & More
The work of Enrolled Agents and making accounting accessible with Roslyn Haynie Banks (Part 2)
In the second part of this two-part episode, Roslyn talks about farm accounting and the impact Enrolled Agents can have both personally and professionally. Her book, "Adelaide the Accountant," explains what taxes do and accountants do. She discusses how the book sheds a positive light on taxes and helps kids and adults understand their purpose.
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3 years ago
34 minutes

CPA Review & More
The Psychology of Social Media Marketing with Ranknetics
In this episode Phil Yaeger meets up with founder of Ranknetics to discuss all things related to social media marketing, LinkedIn, the psychology behind creating a solid road map, brand awareness and more.
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3 years ago
52 minutes

CPA Review & More
The work of Enrolled Agents and making accounting accessible with Roslyn Haynie Banks (Part 1)
In the first part of this two-part episode, Phil speaks with Roslyn Haynie Banks, an enrolled agent, 40 Under 40 Honoree and author. Roslyn shares her career path to becoming an EA and how she became intrigued by taxation while handling the book keeping for her family's farming business in rural Virginia. She shares how clients can determine if their Financial Advisor is the best fit for them.
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3 years ago
31 minutes

CPA Review & More
Using blockchain in Africa with Shadrack Kubyane (Part 1)
In the first part of this two-part episode, Phil speaks with Shadrack Kubyane, co-founder of Coronet Blockchain. Shadrack discusses what his company does and how he got into the blockchain sector. He also explains why he thinks consumers in the United States and those in the finance industry should care about the impact this blockchain has on Africa’s supply chain.
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3 years ago
28 minutes

CPA Review & More
Using blockchain in Africa with Shadrack Kubyane (Part 2)
In this second episode of this two-part episode, Phil continues his conversation with Shadrack Kubyane, co-founder of Coronet Blockchain. Shadrack talks about his childhood and education background and how it helps him with what he does now. He also discusses how he gathered his knowledge in cryptocurrency.
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3 years ago
36 minutes

CPA Review & More
Building wealth through Amazon with Shaahin Cheyene (Part 2)
In this second episode of this two-part episode, Phil continues his conversation with Shaahin Cheyene, President at Accelerated Intelligence Inc. and a serial entrepreneur. Shaahin talks more about finding innovative products to sell on the Amazon platform. He also discusses his book, Billion: How I Became King Of The Thrill Pill Cult.
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3 years ago
19 minutes

CPA Review & More
Building wealth through Amazon with Shaahin Cheyene (Part 1)
In the first part of this two-part episode, Phil speaks with Shaahin Cheyene, President at Accelerated Intelligence Inc. and a serial entrepreneur. Shaahin talks about the lessons he learned from his career that spans more than 30 years and how he finds innovative products to sell on the Amazon platform.
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3 years ago
31 minutes

CPA Review & More
Financial modeling with Ian Schnoor (Part 2)
In this second episode of this two-part episode, Phil continues his conversation with Ian Schnoor, President and Founder at The Marquee Group and Executive Director at the Financial Modeling Institute (FMI), about financial modeling. Ian talks about the CFA (charter financial analysis) exam and how the FMI prepares students for it. He also talks about entering the job market and why you should get into financial modeling.
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3 years ago
29 minutes

CPA Review & More
Financial modeling with Ian Schnoor (Part 1)
In the first part of this two-part episode, Phil speaks with Ian Schnoor, President and Founder at The Marquee Group and Executive Director at the Financial Modeling Institute (FMI). Ian talks about financial modeling, a discipline that builds a financial forecast of a company’s future performance. He discusses why financial modeling is the most important decision making tool in accounting and finance.
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3 years ago
23 minutes

CPA Review & More
The importance of tax planning with Steve Moskowitz (Part 2)
In this second episode of this two-part episode, Phil continues his conversation with Steve Moskowitz, Senior Partner at Moskowitz LLP. With filing season coming up for the 2021 tax year, Steve talks about the changes to expect when filing individual returns. He also talks about why he pursued accounting.
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3 years ago
28 minutes

CPA Review & More
The importance of tax planning with Steve Moskowitz (Part 1)
In the first part of this two-part episode, Phil speaks with Steve Moskowitz, Senior Partner at Moskowitz LLP. Steve shares why he became a tax attorney and how he helps his clients save on their taxes. He also discusses the importance of tax planning when it’s a good time to start.
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3 years ago
35 minutes

CPA Review & More
Listen Again: Interview with Mike Decker - Vice President of Examination at AICPA
CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST

CPA candidates, you can't afford to miss this episode of CPA Review & More. Mike Decker, AICPA VP of Examinations, talks with Phil about all things related to the CPA Exam. Since the AICPA creates and distributes the CPA Exam, you're hearing it straight from the horse's mouth.

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3 years ago
50 minutes

CPA Review & More
Danielle Supkis Cheek Part 2: The Need to Innovate the CPA Model for The Better
In this episode of the Yaeger CPA Review and More Podcast, we continue our conversation with Danielle Supkis Cheek, the VP of Strategy and Industry Relations at MindBridge. MindBridge is a risk discovery platform that external and internal auditors or the finance teams can use to help augment their staff and make them spend time on what matters more.
Listen in to learn the different ways the CPA model can be innovated to make it an attractive career to many people.
In this Episode You’ll Learn:
[1:35] Why she found the forensic accounting exam way easier than the CPA exam.
[3:02] How to change the CPA model and the starting salaries to make CPA an attractive career to many people.
[11:11] Can universities be influenced to add skills to CPA students to make them market-ready right out of school?
[13:39] The importance of advocating for change in the CPA model to teach students what they need to know about CPA.
[19:37] The value of having tough conversations without involving emotions as an expert witness.

Relevant Links:
Website: https://www.mindbridge.ai/
LinkedIn: https://www.linkedin.com/in/dsupkischeek/
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3 years ago
23 minutes

CPA Review & More
Danielle Supkis Cheek Part 1: Discovering Financial Risks Through Forensic Accounting
In this episode of the Yaeger CPA Review and More Podcast, we have Danielle Supkis Cheek, the VP of Strategy and Industry Relations at MindBridge. MindBridge is a risk discovery platform that external and internal auditors or the finance teams can use to help augment their staff and make them spend time on what matters more.

Listen in to learn more about Danielle’s journey as a CPA and how she transitioned from policy influencing to forensic accounting. You will also learn how she works to discover fraud in financial data and the risky side of her job.

In this Episode You’ll Learn:
[4:19] How MindBridge discovers risk across companies’ financial data, plus Danielle’s role as VP of Strategy and Industry Relations.
[9:00] Danielle’s former career as a policy influencer before transitioning into accounting.
[17:53] She explains how she got into forensic accounting and some of the projects she’s been involved in.
[20:52] The risky side of Danielle’s job plus her missed opportunity with the FBI.
[26:54] How the FBI works on complicated fraud tasks plus how technology is changing that.

Relevant Links:
Website: https://www.mindbridge.ai/
LinkedIn: https://www.linkedin.com/in/dsupkischeek/
Show more...
3 years ago
29 minutes

CPA Review & More
"CPA Review & More" is hosted by Phil Yaeger of Yaeger CPA Review. This podcast will discuss the CPA Exam and other topics related to CPAs. Each week we will have a special guest that we will interview about their career in the financial industry.