SmartPath Predictive Technology™ Case Study: Philip Cook

SmartPath Predictive Technology™ Case Study:

Name: Philip Cook

Location: Austin, TX

Education: Texas State University

Work: Staff Accountant at Baker Tilly Virchow Krause, LLP

Meet Philip. This is his story.

Philip Cook, a staff accountant at Baker Tilly, was on a roll.

Having passed the FAR, AUD and BEC sections of the CPA Exam on his first try over a period of 5 months, he had set a pretty high bar for himself. However, the REG section was upon him, just in time for busy season. Read on to learn how our patent pending SmartPath Predictive Technology™ helped Philip maximize his time to finish strong on his final exam section.

Philip’s CPA Exam experience

Testing attempts:

Exam Part

Testing Date















Philip’s Original—Exhaustive Approach

For the first three sections of the exam, Philip took the exhaustive approach that many students take while preparing—he did everything.

“I worked through just about every single question to make sure that I was getting the coverage that I needed.”

While this approach can be effective (as shown in Philip’s case, having passed all sections on the first try), it may not be the most efficient.

Studying Smarter, Not Harder

The release of SmartPath Predictive Technology came just in time for Philip to prepare for the REG Exam—which he was bravely attempting during busy season. As a full-time staff accountant during the most intense time of year at a CPA firm, Philip needed to study for this section as quickly and efficiently as possible.

“It worked out really well, because I was on a time crunch, big time. It was busy season, so my time was short.”

SmartPath provides students with targets that, when reached, indicates readiness to take the exam. The goal metrics used to set these targets are based on the behavior of previous students that passed the CPA Exam with Roger CPA Review.

Having a series of targets to aim for helped Philip work more efficiently through the REG content than his previous CPA Exam sections. He no longer felt the need to work through every multiple-choice question and task-based simulation.

“It lessened the amount of questions that I had to go through for each section before I felt comfortable. Generally, when SmartPath told me that I was in the clear, I would move on. That was the biggest change.”

Philip went on to pass the REG Exam, this time with a more streamlined study approach.

How SmartPath Predictive Technology helped

  • Figure 1: The left image shows Philip’s data from AUD, which he sat for prior to the release of SmartPath. Because these targets were not available to him at the time, he felt the need to complete as many questions as possible. The example indicated by the arrow shows that he went through all 162 available questions in AUD 1: Standards & Engagement Planning. Conversely, Philip took advantage of available targets when preparing for REG. As indicated here, he was comfortable enough to cut himself off at 61 questions in REG 3: S Corporations, even though there were a total of 112 available questions.

  • Figure 2: Here is a snapshot of Philip’s REG SmartPath data right before he took the exam. All targets for Score and Questions attempted were met before sitting to take the exam.

  • Figure 3: This same SmartPath data can be viewed in graph form, showing how Philip surpassed all targets per course section.

Looking to the future

What it Means to be a Trailblazer

An interesting fact about Philip is that he not only benefitted from the new SmartPath Predictive Technology, but his previous study patterns also helped fuel the platform. Prior to SmartPath’s release, Philip used Roger CPA Review to pass three of his exam sections on the first try. Because SmartPath is based on the data provided by previous successful students—students like Philip--He is what we call a Trailblazer: blazing the path to success for future accountants!

“It is an honor to know that the work I have done is now helping current CPA candidates reach their goals and crush this difficult exam!”

Now what?

Now that Philip is done with the CPA Exam, he looks forward to being able to have a social life again and getting back to the things he enjoys most: camping, hiking, and brewing his own beer at home.



< Back to Case Studies