Surgent CPA Review

Updated:August 18, 2018
Bryce Welker, CPA
This post contains references to products from one or more of our advertisers. We may receive compensation when you click on links to those products. For an explanation of our Advertising Policy, visit this page

surgent cpa review

Surgent ★★★★☆ 3.7
5 1

Surgent CPA Review is shaking things up in the CPA test prep arena. While all the other courses out there are sticking to traditional study models, Surgent has developed the most efficient way to study for the CPA exam and claims to cut down 50 hours of study time.

With software that utilizes true adaptive study algorithms, you will eliminate unnecessary study that dramatically reduces your CPA prep time. They’re one of the only course with real-time algorithms (continuously adaptive study plans), accurate pre-assessments, and factored exam weightings.

It also includes features like a Premier Support Dedicated Coach, robust physical flashcards and textbooks, and some of the industry’s best CPA course instructors, Surgent has a lot going for it. Let’s look at all that Surgent CPA Review has to offer to see if this is the best course for you!



Overview of Surgent CPA Review 2018 Course

Surgent offers a couple different course packages. The Surgent CPA Premier Pass 4-Part Course has a price tag of $2,299. This is the industry average and includes study materials for all 4 sections of the CPA exam. Surgent also offers an Essentials Pass 4-Part course which can be purchased for $1,799. I will be referencing the Premier Pass course throughout this review since it is the most popular.

Course snapshot (product details):

  • $1,799 (with Crush discount!)
  • 350 video lessons
  • 6,840+ multiple-choice questions
  • 390 task based simulations
  • Customized study notes
  • A.S.A.P. technology targets your weaker areas
  • Industry-expert instructor support
  • Unlimited access until you pass
  • Free course updates
  • Free mobile app with digital flashcards

Rest easy because Surgent continuously updates its courses and also incorporates new adjustments anytime a major alteration is introduced. Surgent makes a point to update any and all materials based on AICPA changes, new laws, and student feedback. You will have the most up-to-date CPA review course available if you decide to purchase Surgent.

In anticipation of the CPA exam changes released in April 2017, Surgent has added more task based simulations as well as updating its content. Specifically, Surgent has added the new Document Review Simulation questions to the FAR, AUD, and REG sections of the review course. And if any other changes come up while you are preparing for the CPA exam, Surgent’s CPA review course will automatically update your online materials, for free.

Surgent CPA Review's online dashboard

What’s Included in Surgent’s CPA Prep Course?

CPA Practice Exams

The final phase of the Surgent CPA review course is practice. This is where you get to test your knowledge with an unlimited amount of practice exams. These are crucial to your final review because you need to be exposed to the tools and features of the CPA Exam before you sitting for the real one.

The Surgent practice exams are timed to match the timing of the actual CPA Exam, so you can develop exam-specific management skills by learning how long to spend on each question or simulation. By having this exposure to prior exam questions in exam-like conditions, you can help alleviate exam anxiousness.

Surgent CPA Review's online practice exams

Video Lectures

The Surgent instructors understand how difficult it is to listen to hour long lectures, so it made sure none of the video lessons goes over 30 minutes. By having 350 bite-sized video lessons, Surgent CPA Review allows you to digest complex concepts in small bites so you can retain more in the long term. You can download instructor lecture notes and/or the video slides to print out or view from your mobile phone so you can study anywhere.

Since Surgent’s focus is to get you prepared for the CPA Exam as efficient as possible, the bulk of your reviewing will be done in the multiple choice questions. Your CPA preparations can be extremely goal oriented, meaning you only watch the videos that you need. Or, if you want to take the scenic route, you can learn from the many videos Surgent offers. Feel free to leave feedback on the video lessons because Surgent frequently goes in and updates their lectures so they can be engaging and informative.

Surgent cpa video

Task-Based Simulations

Surgent has nearly 400 task-based simulations in its CPA review course. These include the new Document Review simulations that are seen on the new 2017 CPA exam. As you move forward with your study phase, you will be introduced to more and more simulations. And with the adaptive learning software, you will be given the right TBS that you need to practice with the most.

Surgent CPA Task based simulations

Multiple Choice Questions

Surgent CPA Review comes equipped with 6,840 multiple choice questions on which you will be working with for majority of your studies. Since Surgent prides itself on its efficiency, it has organized the multiple choice questions and content into three phrases: assess, study, and practice.

You will begin with the initial assessment phase where you complete multiple practice exams and the algorithm determines what you know and don’t know. The course will continue to adapt once you move on to the study phase and begin answering multiple choice practice questions. If you incorrectly answer a question, the adaptive learning software will remember and reorganize that question so you can try again in the future.

The best part about Surgent, in my opinion, is that the bulk of your studying is done while you are practicing with multiple choice questions. When you get a question wrong, you will be provided with the correct answer and detailed explanation. Here, you can click relevant terms and reference links that take you to the digital textbook’s section covering the topic of the question. I loved this because I knew I was studying what I needed to know and not wasting time on topics I already understood.

The best part about Surgent, in my opinion, is that the bulk of your studying is done while you are practicing with multiple choice questions.

On top of your normal assignments, you will be provided with daily Surge Cards. These are generated specifically to your unique needs and will include relevant multiple choice questions, videos, and study sessions. The Surge Cards are like your daily medicine for your CPA study pains, pinpointing the symptoms that are bringing down your whole score and providing you with the correct remedy.

Surgent CPA multiple choice questions


Surgent has more than 2,200 flash cards that you can use via its mobile app. You can download the app from the Apple or Google Play stores. These flashcards are a great study tool that let you study terms and questions on the go. In terms of physical flashcards, Surgent has brand new printed versions—250, 250, 250, and 300 for AUD, BEC, REG, and FAR, respectively.

Surgent CPA flashcards on mobile


When you first login to Surgent CPA Review, your first step will be to enter your exam date and the days you can dedicate to studying. The software will then calculate how many hours you will need to study on each of your selected days to complete your course on time. You can change this whenever you want and the software will recalculate automatically.

Once you’ve set that up, you will need to go through the assessment phase. Remember, this part is important for Surgent’s adaptive software to determine what areas you need to be targeting in order for your study time to be optimized. Then you can move on to the study phase. Your dashboard will reflect all of these phases to you and keep you on schedule.

Surgent has recently (and successfully) overhauled its product and redesigned the dashboard to give users a better experience. Everything you need can be easily found in your home screen, and once the software has determined your strengths and weaknesses, your dashboard will contain a personalized study plan that targets your unique needs. Here you can access all your assignments and continue with your study phase.

Since Surgent CPA review is so adaptable, it can be confusing at first with regard to using the course to ensure you get the most out of it. No worries, Surgent has New Student On-Boarding! Here you can have your questions answered immediately and watch a live demonstration on how your Surgent course works. No other review courses have this personal touch at helping you figure out how to get the best bang for your buck from your CPA review course.




Surgent CPA Review QuestionsDo you have CPA Exam questions?

Get answers with Surgent’s live webinar series:

  • 2018 CPA Exam Changes
  • How to Solve a Research Simulation Question
  • Get the Most Points On Your BEC Written Communication Questions

Join A Live Webinar »


Customer Support

Surgent offers unparalleled access to great CPA instruction. With the Premier course, you get a Dedicated Coach who offers you personalized guidance along your studying journey. You will receive one-on-one study help throughout your prep course, and you can kick off your studying with a thorough onboarding session to ensure you’re focused on the right areas.

If you run into any problems during your studies, Surgent offers support via email. You can email [email protected] with specific questions about the course content and the Surgent editorial group will respond within 24 hours. Just make sure you include your exam section and question’s ID number when emailing so they can be as specific as possible.

Course Access and Updates

Not many other courses can top Surgent’s course access and updates. When you pay for Surgent CPA review, you will have unlimited access to study materials until you pass. And since Surgent keeps its course constantly up-to-date, you will never have to pay for updated content. It’s nice to know that when you purchase Surgent you will never have to pay any additional fees like so many other CPA review courses make you do.

What Courses Does Surgent CPA Review Offer?

There are a few prep courses offered by Surgent, and all of them can help you pass. The Premier course offers all the trappings of a comprehensive review course and more, while the essentials course offers a complete study program designed for a tighter budget. New for this year is the Ultimate Pass Package. This is game-changing online CPA review course that provides helpful 1v1 personal attention from a dedicated success coach plus hours of mentoring from an Accounting Professor. At this time there are no other courses like it.

Let’s break down the benefits of what’s included in the Ultimate Course Package:

Professor Tutoring (an $800+ Value):  Students get 4 hours of one-on-one tutoring from practicing Accounting Professors. Professors serve as an additional resource for the student to explore subject areas they may be having trouble with, breaking down difficult topics into easy-to-understand concepts.  

Success Coaching (a $400+ Value): Students are also assigned dedicated success coaches to guide them along their CPA journey. Success Coaches assist students with study and exam schedules, study strategies, test-taking tips, and accountability.

Surgent’s Critical Skills Certificate: Excel® for Accounting and Finance Professionals:  Since its incorporation into the CPA Exam, students with Excel® knowledge have a leg up on those without. Students will walk away from this course with a better understanding of how to use Excel to their advantage during the CPA Exam, as well as a skillset that will set them apart from other job candidates or colleagues.

Printed Textbooks ($500+ value) and Flashcards ($150+ value): High-quality bound textbooks and spiral bound printed flashcards. These resources are fully aligned with CPA Exam Blueprint categories. Printed textbooks include multiple-choice questions, simulations, and explanations at the end of each category (whereas digital textbooks do not). Surgent prints textbooks on demand and textbook content are updated on a quarterly basis, ensuring candidates receive the most updated content at the time of their order. By comparison, most providers update their textbooks annually.


The chart below breaks down the major differences between the three different packages. Take a look to see which course suits you best:

 Course Package Ultimate Pass  Premier Pass  Essentials Pass 
Cost $3,299 $2,399 $1,899
Online Mobile Friendly Course for All 4 Sections
Full Access Until You Pass
Free, Automatic Content Updates
Personalized Adaptive Study Plans
Ongoing 1 on 1 Coaching
350+ Targeted Video Lectures
Customized Study Notes for Each Lecture
6000+ Multiple Choice Questions
Nearly 400 Task Based Simulations
Document Review Sims
Flashcard App for iOS and Android
Printed Textbooks for All 4 Exam Sections ($500 Value)
Printed Flashcards for All 4 Exam Sections ($150 Value)
Premier Support from a 1 on 1 Dedicated Coach ($400 Value)
4 – Hours of Proffesional Mentoring
Excel Certificate Course
Save $500 with Our Discount Code
Link to Course Get Started Get Started Get Started

Surgent CPA Review FAQs

Here are the answers to Surgent’s most frequently asked questions!

Q: Is Surgent compatible with smartphones and tablets?

A: Yes, all of Surgent’s course features are compatible with most smartphones and tablets. The only devices that don’t support Surgent’s software are Kindle Fire, Nook Tablets, and E-Readers.

Q: Is there a pass guarantee?

A: Yes, Surgent has a pass guarantee. You can read the details here.

Q: What is Surgent’s pass rate?

A: The rates for Surgent’s students is 89.7%. Students that finish their studies with a trending score of 80% or higher have a 100% pass rate.

Q: What is adaptive learning?

A: Adaptive learning is a learning technology that Surgent incorporated into their software so it can quickly reveal your areas of need and automatically create a customized study plan that focuses on where you need the most help. The goal is to reduce study time and increase efficiency.

Q: Do I have access to the course offline?

A: Surgent’s CPA Review course is completely online, so you will need internet access in order to use the course.

Q: Who are the Surgent Instructors?

A: They are experts in their field and are engaging and skilled at breaking down the troublesome topics into easy-to-understand sessions. Some of the key instructors include Jack Surgent and Liz Kolar. You can check out the instructors biographies here.

Q: Is there an app for Apple and Android devices?

A: Yes, Surgent offers a free app on both devices for the CPA review flashcards. There are over 2,200 flashcards that include terms with definitions as well as multiple-choice questions with solutions.

Q: What is Surgent’s refund policy?

A: You may cancel and receive a refund for all charges within 14 days of your order placement date. No more than one video part purchased can be viewed to qualify for the refund. Notification of cancellation must be done via email within 14 days of the order placement date.

Q: What is Surgent’s A.S.A.P Technology?

Surgent CPA Review Discount Codes & Financing Options

Surgent not only offers a financing plan for its full course, but also comes without any fees and 0% interest. Surgent really does knock it out of the park when it comes to saving you money. With a firm belief in not taking anymore money from you except for the initial payment, Surgent offers you the flexibility in a monthly tuition plan.

Surgent is always offering discounts, but the best discount is the 50% off for switching from a competitor product. If you were using a review course that wasn’t up to snuff, you can switch to Surgent and get half off! See all the best Surgent CPA discounts below:

Save $840 on Surgent CPA Premier Pass. Hurry offer ends soon!

CPA, Surgent CPA Review 35 uses today
CPA 35 uses today
Save $840 OFF Surgent CPA Premier  Pass. There’s no better time than right now to get on track to earn your CPA.
Last Used 28 minutes ago
Expiration Date: August 22, 2018

SAVE $500! Surgent CPA Review Premier Discount

CPA, Surgent CPA Review, Deep Discount 41 uses today
CPA 34 uses today
Use Crush’s exclusive $500 Surgent CPA coupon code to get the best deal available on Surgent CPA Review’s Premier Course. Save money with this Surgent discount code and get started on studying now. Claim your Surgent coupon code now and begin your CPA journey today!
Last Used 6 minutes ago
Expiration Date: August 24, 2018

Got CPA Exam Questions? Get Answers!

CPA, Surgent CPA Review, Webinar 36 uses today
CPA 40 uses today
Join Surgent’s live webinar series to learn all about the CPA exam:
  • 2018 CPA Exam Changes
  • How to Solve a Research Simulation Question
  • Get the Most Points On Your BEC Written Communication Questions
Expiration Date: August 30, 2018

Surgent CPA 0% Financing

CPA, Surgent CPA Review, Financing Offer 41 uses today
CPA 40 uses today
Thanks to this Surgent 0% financing deal, you can get some help with a great CPA review course . For just $49, you can start studying today. thanks to this Surgent financing offer. Don’t stall—your CPA journey awaits!      
Last Used 3 minutes ago
Expiration Date: August 24, 2018

Surgent CPA 5-Day FREE Trial Offer

CPA, Surgent CPA Review, Free Trial 38 uses today
CPA 33 uses today
See what all the hype is about for yourself. Test drive the Surgent CPA Review course for the first 5 days completely free. What are you waiting for? Get started today!
Last Used 30 seconds ago
Expiration Date: August 27, 2018


Surgent CPA Review VS Becker

Which CPA review course is better, Surgent CPA Review or Becker CPA Review? I have used both of these courses extensively and found significant differences worth noting. For starters, Becker is the most expensive course on the market and will cost you $3,393. Surgent, however, is half the cost of Becker at $2,299 ($1,799 with the Crush discount!).

Surgent also offers better accessibility and updates. Becker’s software expires after 18 months which can end up costing you more money and time. And if you need to renew your access, Becker will charge you 50% of the original course cost. Surgent, on the other hand, gives you access until you pass and free automatic updates. Why spend more money when you don’t have to with Surgent.

When it comes to the course content, Becker still falls behind Surgent. Becker’s books are overly fanciful and the reading material is dry and difficult to get through. Surgent’s books are clean and are seamlessly integrated into your multiple choice questions. This is great because if you get a question wrong, the related material will pop up and you can read and learn right after you answered incorrectly.

I would pick Surgent over Becker any day, but check out their demos to see which course works best with how you learn!

Who Is Surgent CPA Review Best For?

Honestly, anyone can use Surgent. With the adaptive learning software, the course becomes unique to your needs and you receive a personalized review course. If your goal is to pass the CPA Exam fast and without any unnecessary study time, Surgent is the course for you!

Also, Surgent is the only non-linear course on the market, so you will end up saving hours of time studying with this style of review course. By using analytics and lots of multiple choice questions, your strengths and weaknesses will be identified so you don’t waste any time studying topics you already understand. Check out Surgent’s free demo to see if this is the course for you!



Surgent CPA Review Course Information

Surgent CPA Review
1. $500 Off Discount Code
2. Comprehensive Course Materials
3. Personal Study Planner
4. Adaptive Learning Software
5. Very Experienced Instructors
6. Pass Guarantee & Unlimited Access


Surgent CPA Review
5 / 5 stars

Have you tried Surgent CPA Review?

Course Name
Review Content

Essentials Pass

1 5 1
This is a horrible product, I am honestly not sure why they have such great reviews. (paying for rank I assume) I have used the material for all four parts and failed all but one exam. I had a "ready score" between 89 & 92 on every section yet still failed 3 out of 4 sections.They claim that 100% of their students pass within those parameters. Well that is false, and I am sure many of their other claims are as well. Their study plan is nonexistent. Other plans will at least show you what you need to get through to stay on task. Surgent only has a very rough estimate of how many hours it will take you to answer every multiple choice question. The sims are not even weighted in the score. It is almost like they never updated the study guide since the sims have been weighted 50% because they only have maybe 2 or 3 videos on sims and they are not even weighted in the "Ready Score" They claim that you will study for less time using Surgent, in my experience also false. Additionally, their timers only count the time that you are answering multiple choice questions. (not videos or sims) also have to move the mouse before the time starts for each question and they have very short time-outs. My point is that they are not keeping track of the time spent very accurately. Many of the explanations to questions do not make any sense, there have been more than a couple that appear to contradict each other. This is something that should be caught by their editing department if they are actually going through the material to ensure they explain everything. REG is the only section that is well done. The other sections have a large amount of misread slides, and it is really just a crappy setup. I would strongly suggest just paying a little more for a lot better course unless you are pretty familiar with the material and only need a quick refresher course. Otherwise this course is a waste of money. Students rely on websites such as this to get honest feedback on study material. It is time to show some integrity and quit caving to the pressure to endorse this material for a quick buck!


5 5 1
The Surgent review course has been helpful from the start. The dashboard is very easy to navigate and I have the option to focus on a single topic or several based on the time I have allotted to study. I made the mistake of waiting too long to take the exam after graduation (6 years!) and have had to relearn a lot. The information is broken down and organized in a manner that I found very helpful, specifically with concepts I struggled with in school. The most helpful aspect of the course is that I can access it over multiple platforms (desktop, mobile, flashcard app). As a full-time working-mom of 2, I have been able to squeeze study time any available opportunity. I would highly recommend the Surgent review course. You get all the bells and whistles for a great price with fewer access restrictions and multiple access platforms.

Surgent CPA Review Premier

5 5 1
Really easy to use interface and I'm getting through the material much quicker than when I was using Becker. Very happy with Surgent's course and customer support so far, only 1 more section to go!


4 5 1
I'd been out of school for over ten years when I finally started studying for the CPA exam with Surgent in early 2016. I began this CPA plunge because of the discount Surgent was offering at the time in the Pilot Program. It was very cheap then with unlimited access. I felt I couldn't go wrong and I didn't when I passed all 4 parts at the end of 2017 within the 18 month limit! However, I did not use the adaptive study proponent of Surgent because I could not learn this way and with me being out of school for so long I needed to relearn ALL the information thoroughly. Also, my last part Reg, I supplemented with Gleim because Surgent did not pass me, even after scoring very high on their Reg practice tests.
Surgent Overall rating: ★★★★☆ 3.7 based on 4 reviews
5 1

Leave a Reply

Your email address will not be published. Required fields are marked *

  • Vick
    Posted at 14 February, 2018 17:42 PM Reply

    Hello All, I have been planning to pursue CPA for over a year now for a career change.I have a masters degree. More than 20 years Out of college. Is there anyone in a similar situation like me? which course would be an ideal one for someone like me with non-accounting experience?

    • Jonathan
      Posted at 21 December, 2017 07:24 AM Reply

      [* Shield plugin marked this comment as "trash". Reason: Failed GASP Bot Filter Test (comment token failure) *] I've used Gleim, Roger and Surgent. Gleim is the least expensive and most comprehensive, and his test bank is great, but I think it had too much in there. It needed to be more condensed to focus on the major topics rather than trying to pick up every item that could potentially be tested on the CPA exam. Roger was the most entertaining and he reminded me of one of my college accounting professors, Dr. Krippel. He gives good tips, but I thought his test bank was weak and sometimes the entertainment seemed to take precedence over the material. Surgent was the one that got me through the exam. I used Gleim for my first try withr AUD and got a 73. I used Roger for my second time and got a 62. I used Surgent and got an 89 on AUD. I then decided to use Surgent for FAR and BEC (I previously passed REG with Gleim). Liz Kolar and Susan Cox's videos were outstanding! Liz gives very helpful advice about things that you must remember for the exam and how to break down certain questions. I also love the pre-assessment that you take before you start studying which is used to customize your study plan. For AUD, my pre-assessment score was around 68, and I ended up with an 89 on the exam. For BEC, my pre-assessment was about 62 and I ended up with a 90 on the exam. FAR was the most miraculous- my pre-assessment was 45 and I ended up with a 78 on the exam! Mind you, I studied about 80 hours for AUD, 96 hours for BEC and 110 hours for FAR! Their motto is pass the CPA in 96 hours, and by golly I did! Out of the three companies, Surgent is by far my favorite. They truly got me through the exam in 96 hours and helped mint a new CPA!

      • Praveen Sriram
        Posted at 4 November, 2017 11:18 AM Reply

        I plan to use Surgent for my studies and take the CPA exam in January 2019, which is 1 year 2 months from now.