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This is THE PODCAST for learning about how to dominate your professional accounting or finance career and how to become certified in your field as a CPA, CMA, EA, CIA or CISA. Bryan Kesler walks you through the steps he took to pass the CPA exam while working full time and hosts interviews with people very similar to yourself to learn how they are successful in their careers. Bryan launched his blog theCPAguide.com and CMAguide.com in July of 2012 and has helped thousands of people sign up a ...
 
The podcast for anyone thinking about or currently pursuing the CPA - featuring interviews with AICPA Exams Team staff, NASBA, recent Exam passers, and more. Brought to you by the American Institute of CPAs, the developer of the Uniform CPA Examination®, Next Stop CPA is the official podcast for the CPA Exam. Got a topic idea for us? Email: NextStopCPA@aicpa-cima.com
 
Listen in on exclusive interviews with various subject matter experts in the business and personal planning world. Each expert shares key insights that every business owner needs to know. For example, you'll learn about expensive misconceptions from Jack Quarles that most business owners commonly believe. Exit Readiness co-founder, Pat Ennis, draws out the most valuable trips through engaging conversation. He hosts the podcast alongside Walter Dehyle, CPA, ABV, CExP™, CEPA. You can easily li ...
 
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Actuarial Journey with Nemo Ashong

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Actuarial Journey with Nemo Ashong

Actuarial Exam and Career Guidance for Aspiring Actuaries | Hosted by Nemo Ashong | Presented by ProSocial Learning | Actuarial Science

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Actuarial Journey podcast connects and empowers YOU and other aspiring actuaries to pass each of your exams the first time by sharing insights, lessons learned, and step-by-step tutorials from others who have been in your shoes. Come join us Journeyers as we go beyond the technical aspects of the profession and explore the best ways to maximize your studying, and ultimately achieve success on your actuarial exams and career, so that you have more TIME for the things that are important to you ...
 
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Want to learn more? Go to: ennislp.com ============================================ “We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis ============================================ 👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW! Exi…
 
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 …
 
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…
 
A key value driver for a business that will be sellable for a higher multiple is improving the sustainability of future cash flows with strong operating systems…systems that increase efficiency, effectiveness and consistency in all aspects of business operations… and there’s nothing more important these days when it comes to having the right system…
 
A fairly significant percentage of the business owners we talk to and work with, have some level of interest in potentially selling their business to insiders key employees who have helped build the business. Co-owners who also work in the business or perhaps children who work in the business. Planning a sale to insiders is not without risk includi…
 
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.…
 
One of the areas we certainly don’t have expertise in, but our business owner clients continually struggle with is creating and executing on a marketing plan. And they find including the marketing piece…and more specifically digital marketing…in their long-term plan for growth difficult…because it just seems to change…or need to change often… So we…
 
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 gi…
 
Our topic today is “When You Start Making A Big Decision, First Talk with The People Involved” Our guest is Sam Klaidman of Middlesex Consulting. Sam has a has a BS in Aerospace and Aeronautical Engineering and has held positions as an Experimental Physicist, missile test engineer, Manufacturing Engineering Manager, Master Scheduler, VP Manufacturi…
 
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.…
 
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 cryptoc…
 
There are not many absolutes when it comes to owning a business but one thing is absolutely certai all business owners will stop being business owners at some point 100%. We want to help you exit successfully on your own terms and conditions with the information and resources we provide here on this podcast. We want to review the differences of eac…
 
Get a behind-the-scenes look at how a multiple-choice question (MCQ), or item, is developed, from start to finish. Members of the AICPA Exams Team pull back the curtain and share how we determine what content to include on the Exam, just how many people and subject-matter experts contribute to the development of an item, the careful wording conside…
 
Our guest is Tim Meinhardt who leads a team of OKR experts in serving enterprises of all sizes from start-ups to publically-traded companies Tim is the President and CEO of Atruity, one of the world and leading providers of enterprise OKR implementations. Currently, Atruity is directly involved in facilitating OKR programs with organizations with a…
 
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.…
 
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.…
 
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…
 
Chris Tully is founder and President of Sales Growth Advisors, a sales consulting firm focused on growing its customers’ top line revenue utilizing strategies proven across 30 years of corporate sales leadership roles. Sales Growth Advisors provides its clients with a comprehensive sales strategy, an integrated sales process, and an effective sales…
 
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 differ…
 
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 of…
 
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 pande…
 
Our guest is our friend Afreen Husain of M&T Bank. Afreen specializes in serving business owners with Commercial Mortgages, Commercial Lines of Credit, Term Loans as well as Deposit Solutions for Checking and Savings. Her clients include: ►Small to Mid-sized businesses ►Professional firms such as Accounting and Law Firms and Medical & Dental Practi…
 
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 modifie…
 
The four exit routes or paths most referred to on this podcast are… 1) Sale to a third-party. 2) Sale to insiders. 3) Sale or transfer to children or family. 4) Sale to an ESOP. Today’s topic really has impact on each of these exit options because to have a sellable or transferable business which is foundational for success in any of the before men…
 
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 Univer…
 
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 …
 
We talk a lot about strong financial performance as being probably the most key driver in building sellable value. In our last episode we discussed marketing with Liz Johnson and how an impactful strategy can help in growing sales and revenue or the top line of your P&L. Today we’re going to focus more on the bottom-line profitability. Our topic is…
 
In this two-part episode, Phil continues his conversation with Andrew Hunzicker, founder and owner of DOPE CFO, about accounting in the cannabis and CBD/hemp industry. Andrew talks about the rules and regulations that are related to this industry. He also shares why it’s important to always produce world class work.…
 
This is part 1 of a two-part episode all about how the CPA Exam is scored. AICPA Exams Team members give a detailed overview of the scoring process, address commonly asked candidate questions, and speak about how the score review and appeal process works. For more information on how CPA Exam scoring works, visit https://future.aicpa.org/resources/a…
 
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.…
 
Business value and growth are key to a successful exit and in this episode we’re going to discuss how the successful branding of your business can make a huge impact on your business growth and value. Our topic is Your Guide to Successful Branding and our guest is Liz Johnson, President and Principal Consultant at Mountain View Marketing.…
 
Universal CPA Review is a brand new CPA review course founded by Joey Reeve, CPA and Matt Reinhold, CPA. In today's podcast episode I interview them about how the CPA exam has changed their lives, what their CPA review course is seeking to do and what makes them different. Curious about Universal CPA Review? Head to: https://www.universalcpareview.…
 
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 Acco…
 
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…
 
If you have a business that is not a lifestyle business…a business that you want to get value out of eventually for retirement or any other purpose…and/or you want to have as many options for exit as possible…you will need to build your business so that it’s sellable or transferable… That involves key value drivers like strong financial performance…
 
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.…
 
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.…
 
Not a few times have we’ve mentioned on this podcast how a very high percentage of business owners are miserable within two years of leaving their business… And you might think it would be largely due to how much money they received from the deal…but that isn’t it is it…at least most of the time… It’s a key piece of exit planning that can easily ge…
 
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 speci…
 
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