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The People Behind the Books

Yehuda Tenenbaum, EA
Accounting
Tax Preparation
Enrolled Agent
Bridging the Gap
Quanta
Tax Centric
The People Behind the Books
Certified Public Accountant
Taxation
AI In Accounting
The Collaboration Room
Small Firm Ownership
Accounting Cornerstone Foundation
R&D Tax Credit
Upkeeping
Small Firm
Accounting Education
Artificial Intelligence
Realize
CPA

The People Behind the Books explores the human aspect of the tax and accounting field. From entertaining stories to inspirational lessons, you're bound to learn something new and get a peek behind the curtain with the people doing the everyday work of accountants.

PublishesTwice monthlyEpisodes11Founded8 months ago
Number of ListenersCategories
EntrepreneurshipBusiness

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Artwork for The People Behind the Books

Latest Episodes

Ready to reduce the overwhelm and scale your firm? Book your free discovery call at y10taxtech.com.

Every month you rebuild the same reports. You re-export the numbers, rebuild the same workpaper, and then redo the whole thing when one transaction c... more

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Erin Pohan, founder of Upkeeping and WAVE-Seattle, shares her journey from a small-town girl in Cleveland to a successful entrepreneur. She discusses her early experiences in accounting, her time living in Japan, and the challenges of balancing work ... more

YouTube

Randy Crabtree shares his journey from computer science to becoming a CPA and starting his own firm. He discusses the entrepreneurial spirit that drove him, the challenges he faced in the accounting profession, and the importance of community and men... more

YouTube

Have you ever wondered if the “right” accounting path you’re on is actually the best one for you?

Many accountants do everything by the book—climb the ladder, build the firm, serve the clients—only to quietly question whether the way they’re working... more

YouTube

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Recent Guests

Erin Pohan
Accountant and founder of Upkeeping, a bookkeeping and consulting firm focused on human-centered accounting
Upkeeping
Episode: Ep. 9: Upkeeping Around the World with Erin Pohan
Randy Crabtree
Founder of TriMeric, credits and incentives specialist
TriMeric
Episode: Ep. 8 with Randy Crabtree
Rebecca Driscoll
CPA, former firm owner, and founder of The Collaboration Room; coaching and advisory work for accounting firm owners
Driscoll CPA / The Collaboration Room
Episode: Ep. 7: She Did Everything Right… Then Chose a Different Path with Rebecca Driscoll
Phyllis Jo Kubey
Tax professional with four decades of experience in New York, focusing on artists and complex individual returns
Self-employed / Formerly with H&R Block
Episode: Ep 6: She Trained at Juilliard, Then Built a 40-Year Tax Career Helping Artists, Audits, and the IRS
Helen Hastings
Founder and CEO of Quanta
Quanta
Episode: Episode 5: Software Engineer to AI Accounting with Helen Hastings
Michael Raanan
Tax professional, founder of Landmark Tax Group and irsvideos.com
Landmark Tax Group / irsvideos.com
Episode: Episode 4: From IRS Agent to Taxpayer Representative with Michael Raanan
Jack Mao
Enrolled agent, founder/Co-founder roles in tax and AI software
Jack Mao Tax Services; Accordance
Episode: Episode 3: Empowering Tax Pros with AI - A Conversation with Jack Mao
Jeremy Wells
Tax professional, EA, CPA, and founder/COO of a boutique firm; former academia professor
Steadfast Bookkeeping / Steadfast Bookkeeping & EA Practice (co-founded with Andrea McDonald)
Episode: Episode 2: From Professor to Tax Professional with Jeremy Wells
Micha Siegel
Tax and accounting professional launching an EA apprenticeship
TaxCentric (owner/leader)
Episode: Episode 1: Educating the Next Generation with Micha Siegel

Host

Yehuda Tenenbaum
Host of The People Behind the Books

Reviews

5.0 out of 5 stars from 3 ratings
  • amazing

    So clear! Really helps understand taxes better and Yehuda seems so passionate and clear about things!

    Apple Podcasts
    5
    RabbiTCle
    United States3 months ago
  • Inspiring and Insightful Conversations

    Yehuda is a great mentor and a very passionate EA. He brings a lot of heart to his work and it shows in the way he connects with his guests. The conversations are engaging and it is refreshing to hear from accountants with different experiences and viewpoints. I really enjoy listening to this podcast!

    Apple Podcasts
    5
    EAInTraining
    United States8 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Guests are diverse and industry-savvy.
The conversations highlight the human side of accounting and tax.
Listeners appreciate the host's clarity and warmth.
Content feels actionable for practitioners and sponsors alike.

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Talking Points

Recent interactions between the hosts and their guests.

Episode 2: From Professor to Tax Professional with Jeremy Wells
Q: Mac or Windows?
Mac is preferred, accompanying the dark mode preference for a cohesive setup.
Episode 2: From Professor to Tax Professional with Jeremy Wells
Q: Dark mode or light mode?
Dark mode, as it aligns with the speaker's preference and comfort during long work sessions.
Ep. 9: Upkeeping Around the World with Erin Pohan
Q: What is Erin's view on AI in accounting?
AI can handle routine tasks, enabling firms to focus on deeper client conversations and strategic guidance. The emphasis is on using AI to augment human judgment, especially in interpreting client emotions, risk tolerance, and decisionmaking.
Ep. 9: Upkeeping Around the World with Erin Pohan
Q: How did Erin build Upkeeping, and what role did community play in its growth?
After attending a workshop that connected her with a community of peers, Erin launched Upkeeping in 2021. The sense of belonging and mutual support from other bookkeepers and accountants helped her gain confidence, win clients, and eventually build a team across multiple states.
Ep. 9: Upkeeping Around the World with Erin Pohan
Q: What sparked Erin's interest in accounting, and how did she land her first role in the field?
A pre-requisite accounting course sparked her interest in debits and credits, leading to a passion for the discipline. She started as a receptionist at a small CPA firm, where she learned payroll and got involved in moving clients onto QuickBooks, which expanded her skills and confirmed her path in accounting.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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Frequently Asked Questions About The People Behind the Books

What is The People Behind the Books about and what kind of topics does it cover?

This show spotlights the people behind tax and accounting, offering human-centered stories, practical career tips, and real-world experiences from practitioners, firm owners, and specialists. Episodes frequently explore career pivots, burnout, work-life balance, mentoring, community building, and how technology—especially AI—affects the profession. Noteworthy is the emphasis on practitioners helping other professionals, building sustainable firms, and democratizing access to high-quality tax and accounting services. Potential listeners include tax pros, bookkeepers, and firm leaders seeking relatable journeys, actionable guidance, and industry context without heavy theory.

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Which podcasts are similar to The People Behind the Books?

These podcasts share a similar audience with The People Behind the Books:

1. The Enrolled Agent Advocate

How many episodes of The People Behind the Books are there?

The People Behind the Books launched 8 months ago and published 11 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The People Behind the Books?

Recent guests on The People Behind the Books include:

1. Erin Pohan
2. Randy Crabtree
3. Rebecca Driscoll
4. Phyllis Jo Kubey
5. Helen Hastings
6. Michael Raanan
7. Jack Mao
8. Jeremy Wells

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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