Shows
Earmark Podcast | Earn Free Accounting CPEExcel and AI: Code Your Way to Hours Back Every WeekYou open Excel daily, but are you using AI to make it work for you? While 58% of professionals have tried AI, only 17% use it regularly—a missed opportunity. Join CPA Kyle Ashcraft in this hands-on webinar to learn vibe coding—a no-programming approach using Cursor AI to automate repetitive Excel tasks. Watch Kyle transform messy spreadsheets, organize GL data, and reconcile transactions with simple AI prompts while keeping data secure. You'll get three ready-to-use scripts plus a framework to automate countless tasks and reclaim hours weekly.(Originally recorded on October 20, 2025, on Earmark Webinars+)Chapters(0...
2025-12-1759 minEarmark Podcast | Earn Free Accounting CPEAuditing at the Speed of Risk with Richard ChambersAre you auditing at the speed of risk? Richard Chambers—50-year internal audit veteran and AuditBoard advisor—joins Blake to map the path forward. Hear why AI now ranks as risk #1, how to build continuous risk monitoring, and what “independence, not isolation” means for the three-lines model. Learn where CAEs should start with AI (risk assessment, analysis, reporting), how to audit culture and AI governance, and how to earn audit committee trust with no surprises.Chapters(01:37) - Richard Chambers' Career Journey
(03:15) - Evolution of Internal Audit
(05:34) - Emerging Risks in Internal Audit
(08:13) - AI and Cybersec...
2025-11-0954 min
Earmark Podcast | Earn Free Accounting CPEThe Future of Advisory: Unlocking Your Firm’s CFO PotentialLive from Boston on the final stop of the Advisory Amplified tour, Blake sits down with James Erving from Fathom and Chris Macksey from Prix Fixe Accounting to explore what advisory services really mean beyond bookkeeping and compliance. Chris shares how his firm requires advisory for all restaurant clients, using industry expertise and operational metrics to guide decisions on everything from menu pricing to expansion timing. The conversation covers the difference between delivering information versus being integral to decision-making, with insights on forecasting, benchmarking, and why visual KPIs help clients with low financial literacy understand their business performance.
2025-10-2228 min
Earmark Podcast | Earn Free Accounting CPELeading with Empathy: Building Teams That ThriveOn the fifth stop of the Advisory Amplified tour in Atlanta, Blake sits down with Lisa Gilreath of Acuity and Valerie Heckman of OnPay to discuss what empathetic leadership actually looks like in an industry notorious for long hours and tight deadlines. The conversation covers everything from recognizing when team members are struggling to handling toxic high performers, with real talk about building slack into capacity planning and why unused PTO is a red flag. Lisa and Valerie share concrete steps for creating a culture where people feel supported enough to lean in when it matters most....
2025-10-1631 min
Earmark Podcast | Earn Free Accounting CPEBanking on Change: How Renegade Firms Redefine SuccessLive from Austin on the Advisory Amplified tour, Blake sits down with Madeline Reeves of Fearless Foundry and Wesley McDonald of Relay to explore what it truly means to be a renegade in accounting: firms that lead clients to somewhere new rather than settle for "the way things have always been done." The conversation explores why top firms aren't afraid to say no to the wrong clients, how transparency in compensation and career pathways can address the talent crisis, and the hard-won lessons learned about building cultures of collaboration over competition.Chapters(00:37) - Defining a...
2025-10-1033 min
Earmark Podcast | Earn Free Accounting CPEUnlocking Capacity: The Workflow RevolutionBlake sits down with Mary Delaney, CEO of Karbon, and Kenji Kuramoto, co-founder of Acuity, to explore how standardizing workflows can unlock growth without sacrificing the artistry of advisory work. They discuss Karbon's acquisition of Aider, the power of time studies to identify automation opportunities, and why getting senior advisors to embrace process requires framing workflow as empowerment rather than micromanagement. Kenji shares lessons from building Acuity's advisory practice and why workflow due diligence became critical during their 14-firm merger with Sorren.Chapters(01:14) - Introducing the Guests: Mary Delaney and Kenji Kuramoto
(01:31) - Big News...
2025-10-0931 min
Earmark Podcast | Earn Free Accounting CPEPricing For Profit: Unlocking Your Firm’s True ValueMost accounting firms are dramatically underpricing their services, but the fear of losing clients keeps them stuck. Marie Greene and Ryan Embry join Blake for a live conversation in LA about spotting underpricing, having the repricing conversation, and why your worst clients are often the most price-insensitive. Plus, a live role-play demonstration of how to navigate a difficult pricing conversation.ChaptersSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/a...
2025-10-0427 min
Earmark Podcast | Earn Free Accounting CPEBurning It Down To Build Better: How Community Is Key To Battling BurnoutRecorded live in Seattle at the first stop of the Advisory Amplified tour, Blake sits down with Madeline Reeves (Fearless Foundry) and Lynette O'Connell (Burnout Bestie) to discuss the hard truths about burnout in accounting. Madeline shares how losing half her agency's revenue in 30 days forced her to stop trying to be likable and start building the business she actually wanted, while Lynette explains why nobody was coming to save her after scheduling overnight work shifts to keep up. They break down the three categories of burnout symptoms most accountants miss, why this profession attracts people whose love language...
2025-10-0230 min
Earmark Podcast | Earn Free Accounting CPEFrom Rules to Agents: Accounting’s Next WorkflowCan an AI‑native general ledger really automate the monthly close without losing control? Blake talks with Digits CEO Jeff Seibert about an “autonomous GL” built on a vector graph model, AI agents that research unknown transactions and auto‑reconcile to pixel‑matched statements, and human‑in‑the‑loop safeguards. Learn where Digits fits best today, how to pilot it with clients, price AI‑powered CAS, and keep trust with audit trails, object‑level permissions, and deterministic reporting.Chapters(01:20) - Understanding Autonomous General Ledgers
(02:13) - Technical Architecture of Digits
(05:29) - Real-World Application of Digits
(10:10) - Advanced Features an...
2025-09-2753 minEarmark Podcast | Earn Free Accounting CPEStop Being the Bottleneck: The Six-Part Delegation Playbook for Accounting FirmsStill running every meeting and answering every Slack ping? Blake Oliver talks with Chase Damiano of Human at Scale about escaping founder bottlenecks. Learn a six-part delegation framework (responsibility, purpose, success, process, resources, decisions), turn 1:1s into leadership labs, build a team responsibility inventory and a delegation roadmap, and see why great prompts mirror great delegation. Leave with practical steps to hand off meetings, elevate decision-making, and reclaim time for strategy and growth.Chapters(01:17) - Chase's Sabbatical and Transformation
(02:36) - Challenges of Rapid Growth and Burnout
(03:28) - Finding Purpose and Slowing Down
(13:59) - Effective Delegation...
2025-09-1353 minEarmark Podcast | Earn Free Accounting CPEBreaking the "We've Always Done It This Way" CycleWhy do so many accounting firms struggle to bridge the gap between their stated values and actual workplace culture? In this episode, Blake Oliver sits down with Erin Daiber, founder of Well Balanced Accountants, to explore how firms can move beyond culture theory to real operational change. You'll discover why "we've always done it this way" thinking kills retention, learn specific strategies for showing appreciation without micromanaging, and understand how being too busy prevents the culture improvements you need most. Erin shares her framework for defining your current culture honestly, creating accountability structures that stick, and making small changes...
2025-08-2859 min
Earmark Podcast | Earn Free Accounting CPEThe Small-Business Economy in 2025: What Your Clients Need to KnowWhat should you tell clients when tariffs increase and hiring slows? Blake Oliver discusses with Gusto senior economist Nicholas Tremper the effects on small businesses of high tariffs, reduced job growth, and a tighter labor market influenced by immigration policy. Find out how advising on cash flow and employee benefits can help your clients identify opportunities in a post-pandemic startup boom driven by artificial intelligence.Learn more about Gustohttps://earmarkcpe.promo/gustoChapters(01:09) - Meet the Guest: Nich Tremper, Senior Economist
(02:36) - Impact of Tariffs on Small Businesses
(11:12) - Labor Market...
2025-08-1252 min
Earmark Podcast | Earn Free Accounting CPEThe Employee Benefits Advisory Opportunity: Why Small Businesses Need Your HelpSmall businesses offering 401(k) plans see 40% lower employee turnover in the first year, yet only 10% receive benefits guidance from their accountants. Justin Kurn explains how Dark Horse CPAs identifies the right triggers, such as growing staff or high turnover, to initiate benefits conversations. Meanwhile, Julia Miller from Gusto breaks down how accountants can help clients navigate the cost and complexity of offering health insurance, retirement plans, and other benefits. The conversation reveals how positioning yourself as a benefits advisor can double or triple your fees while helping clients attract better talent and reduce costly employee churn.Learn...
2025-06-2750 minEarmark Podcast | Earn Free Accounting CPEThe $400 Million Question: Should Congress Eliminate the PCAOB?What happens when Congress votes to eliminate the watchdog that's overseen public company audits for two decades? In this episode, Blake Oliver sits down with three leading accounting academics—Maureen McNichols from Stanford, Nemit Shroff from MIT, and Daniel Aobdia from Penn State—to examine the research behind the PCAOB's effectiveness and what elimination could mean for audit quality. You'll discover why companies with clean audit inspections can raise capital more easily, how the infamous "40% deficiency rate" actually works, and why these researchers believe dismantling the PCAOB could undermine trust in U.S. capital markets. The conversation reveals the hidd...
2025-06-0650 minEarmark Podcast | Earn Free Accounting CPEMilitary Precision: How Veterans Can Solve the Accounting Talent CrisisWhat if the solution to accounting's talent shortage has been hiding in plain sight? In this episode, Navy veteran Mark Steinhoff reveals how the precision required to maintain life support systems on submarines directly translates to accounting excellence. Having managed critical oxygen systems hundreds of feet underwater, Mark now applies that same meticulous attention to detail as an accountant for a water utility. With the profession facing a 70,000-person annual deficit while 200,000 service members transition to civilian life each year, discover how military experience with procedures, documentation, and quality assurance creates natural accounting professionals—and why veterans might be th...
2025-04-1147 minEarmark Podcast | Earn Free Accounting CPEBehind the Numbers: The Truth About PCAOB Deficiency RatesWhat if the numbers we use to measure audit quality are fundamentally flawed? PCAOB Board Member Christina Ho reveals why the headline-grabbing 46% deficiency rate in public company audits deserves serious scrutiny. In this candid conversation, Ho explains why smaller audit firms face disproportionate regulatory burdens, how the PCAOB's inspection approach may distort quality metrics, and why less than 5% of "deficient" audits result in incorrect opinions. She also shares her experience of being publicly criticized by Senator Elizabeth Warren for challenging the status quo. Whether you're an auditor, investor, or financial professional, this insider perspective will transform how you interpret...
2025-03-2855 minEarmark Podcast | Earn Free Accounting CPEHow to Use AI to Analyze Data and Draft Financial Reports in MinutesIn this episode, Blake Oliver interviews Nicolas Boucher, one of LinkedIn's top finance thought leaders, who demonstrates how AI tools like ChatGPT and Python can dramatically accelerate financial data analysis and reporting while maintaining confidentiality. Nicolas shows how finance professionals can create instant analyses and dashboards, integrate AI with existing systems, and automate repetitive tasks to save time and advance their careers.Chapters(00:00) - Nicolas Boucher's Journey and AI in Accounting
(03:11) - Practical Applications of AI in Accounting
(04:07) - Demonstration: Cohort Analysis with ChatGPT
(08:56) - Challenges and Solutions with AI Tools
(15:50) - Advanced Data Visualization...
2025-03-2048 minEarmark Podcast | Earn Free Accounting CPEThe Future of CPA Licensure: How Evolving Rules Could Impact Your CareerJoin leaders from the Illinois, New York, California, Texas, Florida, and Pennsylvania state CPA societies as they explore recent and proposed CPA licensure changes. Discover the latest state-by-state updates, timelines, and resources you need to stay on track. We address the 150-hour rule, potential alternative pathways, and practical mobility and reciprocity concerns. Whether you’re a student or a candidate, gain real-world guidance to confidently navigate your journey toward the CPA license.(Originally recorded on March 4, 2025, on Earmark Webinars+)Chapters(00:00) - Introduction and Earning CPE Credit
(00:17) - Welcome and Overview of CPA Licensure Di...
2025-03-0758 min
Earmark Podcast | Earn Free Accounting CPEBeyond the Tax Hacks: Why Implementation Trumps Theory with Jasmine DiLucciEver wondered why there's so much questionable tax advice circulating on social media? In this eye-opening episode, Blake Oliver sits down with Jasmine DiLucci, a rare triple-threat professional - attorney, CPA, and enrolled agent with nearly 500,000 YouTube subscribers.Jasmine pulls back the curtain on why tax misinformation spreads like wildfire online and reveals the number one reason tax strategies fail (even legitimate ones): poor implementation and documentation. Through her journey from taking over her parents' small practice to building a multi-million dollar firm, she shares hard-earned wisdom about scaling a tax practice and finding team members who...
2025-02-2751 min
Earmark Podcast | Earn Free Accounting CPEHow CPAs Are Securing the Future of Digital AssetsNoah Buxton, CEO of The Network Firm, returns to continue the conversation on the evolving world of digital assets. Blake and Noah examine how digital assets have expanded beyond cryptocurrencies to include tokenized real-world assets like real estate and commodities. Noah explains how blockchain technology could revolutionize asset trading and ownership verification and dives into "proof of reserves" reports, highlighting both the importance and current limitations of these reports in protecting investors. He also shares some insights into the growing opportunities for CPAs in the digital asset space, including how firms can develop expertise in blockchain attestation services.
2025-01-0653 min
Earmark Podcast | Earn Free Accounting CPEBitcoin: Prudent Investment or Pricey Gamble?Blake challenges guest Noah D. Buxton, Co-Founder and CEO of The Network Firm, to make the case for Bitcoin’s lasting value. They explore the nature of money, the complexities of digital scarcity, the inevitability of tokenized real-world assets, and the forces driving institutional interest in cryptocurrency. This candid exchange offers insights into what truly underpins Bitcoin’s worth, how regulators and investors view it, and why blockchain technology is poised to reshape finance as we know it. Whether you’re a skeptic or believer, this discussion reveals the evolving landscape of digital assets.(Originally recorded on Decemb...
2024-12-2757 min
Earmark Podcast | Earn Free Accounting CPEWork Less, Earn More: Transforming Accounting into a Rewarding CareerJoin Blake Oliver as he interviews Yuri Kapilovich, a CPA who's cracked the code on balancing work and life in accounting. Discover how Yuri maintains a thriving practice while working just 10-15 hours per week outside tax season and a maximum of 40 hours during crunch time. Learn actionable strategies for setting the right fees, optimizing workflows, and prioritizing fun and family without sacrificing success. Yuri will share his insights on transforming accounting from a grueling profession into an enjoyable and rewarding career. This webinar will equip you with practical tools to revolutionize your work-life balance and rediscover the joy...
2024-12-141h 04
Earmark Podcast | Earn Free Accounting CPEBuilding a $200K Accounting Firm in Just 15 Hours a WeekErica Goode, CPA, reveals how she built a thriving $200K accounting firm working just 15 hours a week. Discover the power of niching, efficient processes, and work-life balance in this candid discussion. Erica will share her journey from corporate burnout to entrepreneurial success, offering practical insights on pricing strategies, time management, and building authority in your niche. Whether you're considering starting your own firm or optimizing your existing practice, this webinar will inspire and equip you to reimagine what's possible in your accounting career.(Originally recorded on October 16, 2024, on Earmark Webinars+)SponsorShareFile...
2024-11-011h 03
Earmark Podcast | Earn Free Accounting CPEBeyond Partnerships: Revolutionizing CPA Firms for the Modern EraJoin Ryan Spohn, CFO of Sikich, and host Blake Oliver to explore how modern CPA firms are revolutionizing the industry by abandoning the traditional partnership model. Discover innovative strategies for attracting and retaining top talent, including Sikich's alternative practice structure and novel performance metrics. Learn how firms shift from "total hours worked" to holistic evaluations of effectiveness, client satisfaction, and quality. We'll also discuss service diversification, internal mobility, and technology investments. Plus, get insights on Sikich's recent $250M Bain Capital investment. Don't miss this opportunity to understand the future of accounting firms!(Originally recorded on September 26, 2024, on...
2024-10-1855 min
Earmark Podcast | Earn Free Accounting CPEFrom SoCal to Tokyo: One CPA's Journey in International TaxJoin Blake Oliver for an interview with Eric Azevedo, a California CPA who has set up his own international tax practice in rural Japan. Discover how Eric leveraged his Japanese language skills to break into Tokyo's accounting scene and the unique challenges he faced. We'll delve into the complexities of international taxation, U.S. expat issues, and strategies for effective cross-border tax preparation. Whether you're planning an international move or interested in global accounting, gain valuable insights from Eric's journey and learn how to bridge cultures in the world of tax. Don’t miss this opportunity to enhance your in...
2024-10-0658 min
Earmark Podcast | Earn Free Accounting CPEIntegrating Wealth Management with Accounting ServicesJoin Blake Oliver as he interviews Kyle Walters, CPA firm partner and wealth manager at Atlas Wealth Advisors. Despite not being a CPA himself, Kyle brings a fresh perspective to the accounting world. We'll explore:- The benefits of integrating wealth management and accounting services- How non-traditional backgrounds can lead to innovative approaches- Candid insights into client feedback that CPAs rarely hear- Strategies for delivering the integrated advice clients truly want(Originally recorded on August 1, 2024, on Earmark Webinars+)SponsorMakersHub - https://earmarkcpe.promo...
2024-09-211h 03
Earmark Podcast | Earn Free Accounting CPESuccessfully Selling Your CAS Practice: Lessons from Industry ExpertsJoin Blake Oliver for a conversation with Lynnette Oss Connell and Craig Connell as they share their real-life journey of selling their Client Accounting Services (CAS) firm to a larger regional CPA firm. This webinar will explore the complexities and challenges of transitioning a boutique practice into a larger organization. Gain valuable insights on preparing for a sale, negotiating terms, and ensuring a smooth transition for your clients and team. Whether you're considering selling your firm now or in the future, this session offers actionable strategies and expert advice to help you navigate the process successfully.(Originally...
2024-09-061h 00
Earmark Podcast | Earn Free Accounting CPEThe Savannah Bananas' Playbook for Unconventional Business GrowthBlake Oliver interviews Savannah Bananas CFO Tim Naddy to learn unconventional strategies for explosive business growth. Discover how this innovative sports entertainment team achieved a million-fan waitlist and sold out over 200 consecutive games. Tim will share insights on creating innovative revenue streams, developing fan-centric KPIs to drive profitability, and managing financial risks in rapidly scaling businesses. Whether you're in sports, entertainment, or another industry, discover how to apply these creative accounting practices to transform your financial approach. Walk away with actionable strategies to enhance customer engagement, boost growth, and reimagine your business's financial success.(Originally recorded on...
2024-08-241h 03
Earmark Podcast | Earn Free Accounting CPEHow Taxes Shape Our Economy and LivesJoin Blake Oliver, CPA, and Scott Hodge, President Emeritus and Senior Policy Advisor at the Tax Foundation, for an engaging and insightful webinar that delves into the complexities of tax policy as discussed in Scott's new book, "Taxocracy." Discover how tax policies impact everyday expenses like housing, healthcare, and education, and learn surprising historical tax facts such as the 18th-century British “window tax” and its relevance to today's proposed wealth taxes.(Originally recorded on July 25, 2024, on Earmark Webinars+)Sponsor Bookkeeping Biz Workshops - https://earmarkcpe.promo/bbworkshopChapters(00:46) - Intro...
2024-08-1055 min
Earmark Podcast | Earn Free Accounting CPEOur Favorite Government Frauds: An Interview with the Hosts of "Oh My Fraud"Greg Kyte and Caleb Newquist of the Oh My Fraud podcast share their favorite government fraud cases they've covered on the Oh My Fraud podcast, including Rita Crundwell's $53 million municipal fraud in Dixon, Illinois, and Claudia Viles' $500,000 tax-collector fraud in Anson, Maine. They also examine the "Fat Leonard" Navy contracting fraud, Eddie Tipton's lottery rigging scheme, and some pandemic-related frauds like PPP and EIDL abuse.SponsorMakersHub - https://earmarkcpe.promo/makershubChapters(00:52) - Overview of Government Frauds
(01:58) - The Case of Rita Crundwell
(06:43) - How Rita Crundwell Was Caught
(14:36...
2024-07-3159 min
Earmark Podcast | Earn Free Accounting CPEPractical Strategies for Recruiting and Retaining Top Talent in AccountingExplore cutting-edge hiring solutions for accountancy firms with Robin Thieme, CEO and founder of KBS CFO, and industry expert Blake Oliver. Learn how work simulations provide a "try before you buy" approach, ensuring a better fit for the firm and the candidate. Discover the benefits of apprenticeship programs, which KBS CFO has successfully implemented. Robin will share insights from her experience running a Results Only Work Environment and discuss how these innovative practices can help your firm attract and retain top talent. Don't miss this opportunity to revolutionize your hiring process!(Originally recorded on June 19, 2024, on Earmark...
2024-07-111h 04
Earmark Podcast | Earn Free Accounting CPEThe Art of Challenging Property Tax AssessmentsBlake discusses the intricacies of property tax assessments and appeals with Josh Malancuk, President and Founder of JM Tax Advocates. Josh explains how his firm helps businesses minimize their property tax liabilities by providing a more accurate market value for their properties, which often differs from the assessor's valuation. He walks through the appeal process, the importance of meeting deadlines, and shares a case study where his firm saved a client millions of dollars in property taxes.SponsorMakersHub - https://earmarkcpe.promo/makershubChapters(01:04) - Meet Josh Malancuk: Property Tax...
2024-07-0145 min
Earmark Podcast | Earn Free Accounting CPEAchieving Work-Life Harmony in Accounting with The 3.3 RuleJohn Briggs, founder of Incite Tax and author of "The 3.3 Rule" joins Blake to explain his approach to ending burnout in accounting while increasing productivity, which involves working for up to three hours followed by a 30% recovery period. They explore how this method can double productivity compared to the traditional 8-hour workday, and John provides practical tips for implementing it in accounting firms.SponsorMakersHub - https://earmarkcpe.promo/makershubChapters(00:38) - Introducing John Briggs and the 3.3 Rule
(04:50) - Applying the 3.3 Rule in Accounting
(05:12) - John's Journey: From Deloitte to Insight...
2024-06-1948 min
Earmark Podcast | Earn Free Accounting CPEBuilding a Modern CPA Firm: A Revolutionary Approach with Alan WhitmanKick-start a new era in accountancy with Alan Whitman, the former CEO of Baker Tilly US. Using his invaluable experience as a CEO for nearly 8 years, Alan will share novel insights on transforming traditional CPA firms into modern, sustainable, and innovative powerhouses. This session delves into people development, strategic growth, service models, and methods for breaking from long-standing conventions that hinder progression. It's time to BREAK THE MOLD (TM) and lead the transition toward the future of professional services and the CPA industry. If that's your ambition, this session was designed with you in mind.(Originally recorded...
2024-06-031h 04
Earmark Podcast | Earn Free Accounting CPEHow to Sell Your Accounting FirmThinking of selling your practice? Join us as serial acquirer Michael Ly shares an insider’s guide to preparing, pricing & selling your accounting firm. Learn how to value your firm for maximum sale price, find the right buyer, negotiate win-wins, protect clients through transition, and structure creative deals - whether nearing retirement or just exploring options. Get practical tips from an active buyer on ensuring a smooth exit on your terms.(Originally recorded on March 26, 2024, on Earmark Webinars+)SponsorShareFile - https://earmarkcpe.promo/sharefileChapters(01:34) - The Evolution of...
2024-05-1757 min
Earmark Podcast | Earn Free Accounting CPEThe 5 Apps You Need In Your Accounting FirmIn an era where the right software can make or break your accounting firm, choosing the right apps is essential. In this webinar, Blake Oliver, CPA, draws on his experience as a firm founder to guide you through the essential software that will streamline your operations, upgrade your client experience, and drive future growth. This session is designed to cut through the clutter of the ever-expanding app marketplace, providing you with a curated list of applications indispensable for modern accounting practices. Join us to discover how these apps can streamline your workflows, enhance your service delivery, and set your...
2024-05-0356 min
Earmark Podcast | Earn Free Accounting CPENavigating the Identity Crisis in the CPA ProfessionThe CPA profession faces an identity crisis, with challenges in the candidate pipeline, non-attest services' role, and CPE's effectiveness. This webinar explores the impact of the fifth-year requirement, the value of consulting services, the need for engaging CPE, and the use of the CPA designation in non-traditional roles. Join our expert panel as we discuss solutions to navigate the profession's challenges and opportunities and redefine the CPA identity in an ever-changing landscape.(This episode originally aired on April 9, 2024 on Earmark Webinars+)SponsorShareFile - https://earmarkcpe.promo/sharefileChapters(01:11...
2024-04-221h 00
Earmark Podcast | Earn Free Accounting CPEMaking Audit Matter Again: The Future of AssuranceAudit is at a crossroads. Commoditization and compliance mentalities have diminished its value. Now, auditors face an existential crisis. How can assurance stay relevant? Join Alan Anderson and Blake Oliver as they tackle pressing questions on audit's failure to innovate and chart a new direction focused on value-added assurance. You’ll get a dynamic diagnosis of threats plus practical ideas to transform the profession before external forces make change urgent. Discover what’s at stake if audit no longer matters and how leadership today can write a better tomorrow.(This episode originally aired on February 28, 2024 on Earmark Webi...
2024-04-0854 min
Earmark Podcast | Earn Free Accounting CPEHow Expat Clients Can Legally Slash Their Tax BillDo you have clients living or working abroad who could save big on their taxes? In this episode, expat tax specialist Vincenzo Villamena outlines creative strategies US citizens overseas can use to legally reduce their tax burden. Learn how your expat clients can exclude $120,000 in foreign earned income, set up offshore corporate structures to cut their tax rate in half, eliminate 15% self-employment tax, and more.SponsorShareFile - https://earmarkcpe.promo/sharefileChapters(00:50) - Welcome Vincenzo to the Show
(01:50) - Exploring Expat Taxation with Vincenzo Villamena
(03:27) - Vincenzo's Journey from Corporate...
2024-03-2254 min
Earmark Podcast | Earn Free Accounting CPEHollywood Accounting: A CPA's Journey Into EntertainmentBlake’s conversation with Kendale King, CPA, gives an insider’s view into the intriguing world of entertainment finance. Kendale shares his transition from Big Four auditor to accounting for multi-million dollar studio deals. You’ll see a new side of accounting blending creativity with business strategy. Gain insight into entertainment studios’ complex “Hollywood Accounting” practices around profit participation and residuals. Understand Kendale’s integral role as crypto assets shape future accounting standards. Appreciate his vision to directly integrate CPA abilities into AI applications. If you want to hear an unconventional accounting journey and glimpse the opportunities for accountants to impact medi...
2024-03-0859 minEarmark Podcast | Earn Free Accounting CPEThe Future of QuickBooks(Originally recorded on February 15, 2024 on Earmark Webinars+) Hector and Blake recount a brief history of QuickBooks Desktop vs QuickBooks Online through the end of 2023, the state of Intuit’s current offers and posturing in the market, and where they think QuickBooks is moving into for 2024 and beyond.Chapters(01:11) - Hector's Journey: From Tax Practice to Tech Innovator
(03:16) - A Deep Dive into QuickBooks' Evolution
(07:12) - The Shift to QuickBooks Online and Its Ecosystem
(11:41) - Predicting the Future: QuickBooks Desktop's Demise
(12:08) - QuickBooks Online: Aiming for Total Workflow Control
(14:03) - The Role of AI in...
2024-03-0158 min
Earmark Podcast | Earn Free Accounting CPEHow AI is Transforming and Disrupting AuditRob Valdez joins Blake to discuss how artificial intelligence and generative chatbots like ChatGPT could automate routine audit tasks. They also explore the potential to train staff more effectively, save significant time on substantive testing, draft higher quality work, and some challenges around adopting these tools, such as security fears, poor system integration, and partners resistant to change.SponsorShareFile - https://earmarkcpe.promo/sharefileChapters(00:53) - Rob Valdez Joins the Show to Talk About AI
(02:27) - What Does Rob Do and What Is His Background?
(03:35) - State of Artificial Intelligence...
2024-02-2256 min
Earmark Podcast | Earn Free Accounting CPESolving Accounts Payable Pain Points with MakersHubPhong Ngo and Charley Howe join Blake to discuss how their accounts payable automation software is helping small and mid-sized manufacturers, construction companies, and other businesses capture detailed invoice data to enable precise job costing and reporting without expensive ERP implementations. Learn how starting with solving the accounts payable data entry pain point allows them to streamline workflows while accounting firms and their clients gain efficiency. They also highlight the benefits of the MakersHub partner program for accountants.SponsorMakersHub - https://earmarkcpe.promo/makershubChapters(00:00) - Solving Accounts Payable...
2024-02-0948 min
Earmark Podcast | Earn Free Accounting CPEFrom Public Accounting to Tech Unicorn IPOs With Brandt KucharskiBlake chats with Brandt Kucharski, former chief accounting officer at GrubHub and current CAO at Ethos Life, about his career journey from public accounting to leading startups through IPOs. They discuss Brandt's pivotal role in taking GrubHub public as one of the first "unicorn" startups, the process of scaling accounting teams and controls, nonprofit work with the Holiday Heroes Foundation, and thoughts on increasing accounting talent amid growing complexity.SponsorShareFile - https://earmarkcpe.promo/sharefileChapters(01:06) - Welcome Brandt Kurcharski to the show
(02:37) - Early Career and Joining GrubHub
(05:07...
2024-01-261h 02Earmark Podcast | Earn Free Accounting CPEHarness the Power of AI: Practical Uses for AccountantsOn this bonus episode Blake explores how artificial intelligence will transform the accounting profession. You'll learn how leading AI tools and chatbots can help automate routine tasks, freeing you up to focus on more strategic, higher-value services. He'll also walk through real-world examples of using AI for document analysis, tax research, correspondence, transcript review, drafting/editing, and more. Whether you're a sole practitioner or work in a large firm, this episode will equip you with actionable tactics to drive efficiency with existing clients and expand your advisory services. Don't let AI disrupt accounting without you!Chapters
2024-01-131h 00
Earmark Podcast | Earn Free Accounting CPEOvercoming Burnout to Create a Sustainable Accounting PracticeHitendra R. Patil joins Blake for an insightful conversation about the staffing shortage in the accounting profession, identifying overwork and lack of work-life balance as key issues causing high burnout rates. They explore potential solutions like dropping the billable hour model, measuring impact rather than hours worked, outsourcing certain tasks, and focusing on specific value-added services. Patil also describes how his company helps accounting firms efficiently leverage offshore talent.SponsorShareFile - https://earmarkcpe.promo/sharefileChapters(00:47) - Hitendra Patil joins the show
(03:24) - Let's talk about CAS
(04:43) - What do...
2024-01-0459 min
Earmark Podcast | Earn Free Accounting CPEThe Young CPA Perspective on the Talent ShortageBlake is joined by two "Young" CPAs, Hannah Hood, and Joey Kinney, both virtual CFOs with Summit Virtual CFO by Anders. Among the topics of discussion are challenges for young accountants including low starting salaries, lack of flexibility and career path at traditional firms, the value of remote work, and the need for more women leaders and work-life balance in the accounting industry. Hannah and Joey also promote changing the accounting profession to be more adaptable and inclusive.SponsorShareFile - https://earmarkcpe.promo/sharefileChapters(00:49) - Welcome Hannah and Joey...
2023-12-181h 03
Earmark Podcast | Earn Free Accounting CPEHow Logan Graf Built a Dream Firm in Three YearsRising CPA star Logan Graf joins Blake to discuss his success in growing a profitable firm in just three years. Logan shares his unique transparent approach, how he rapidly increases his pricing year over year, and how he structures productized service packages to maximize profits. Blake and Logan talk about automating the client onboarding process, and key strategies around requiring upfront payments. This eye-opening episode is full of actionable advice to help CPAs accelerate firm growth and build their dream practice.SponsorShareFile - https://earmarkcpe.promo/sharefileChapters(07:40) - How...
2023-11-301h 10
Earmark Podcast | Earn Free Accounting CPEJody Grunden's $10 Million Secret: Weekly Client MeetingsJody Grunden, the founder of Summit CPA Group, was a trailblazer in establishing one of the first CPA firms specializing in virtual CFO services. They recently achieved an impressive $10 million in revenue. What propelled Jody's success? The key lies in his commitment to regular client meetings. In this enlightening discussion, Jody unveils his strategy of revolutionizing client relationships by transitioning from traditional monthly engagements to weekly touchpoints. Tune in now to unlock the potential of this simple yet transformative shift, enabling you to enhance your advisory services and propel your firm's growth to new heights....
2023-11-201h 07
Earmark Podcast | Earn Free Accounting CPEAccounting Firm Marketing In The Era of Generative AIDavid Toth of Winding River Consulting joins Blake to examine how digital marketing and AI are disrupting accounting firm marketing. They also look at how innovative firms use marketing automation, CRMs, and content marketing to generate leads and close deals from their websites.Sponsor Check out our Sponsor LiveFlow — Advanced Financial Reporting on AutopilotChapters(00:51) - Earn Free CPE credit
(01:28) - David Toth joins the show to talk about marketing for accounting firms
(04:49) - How marketing fits into accounting firm's strategic growth
(06:58) - What has changed in digital marketing over the la...
2023-11-0351 min
Earmark Podcast | Earn Free Accounting CPEFrom Auditor to Google: How Mike Manalac Landed His Dream Job in AccountingMike Manalac, AKA "Mike from Accounting," joins the show to share his inspiring career journey and unconventional path from public accounting to a dream role at Google. Despite accounting stereotypes, Mike crafted his adventurous route to his ideal job. He opens up about hustling into big tech, regrouping after rejection, taking calculated risks, and breaking out of the "lazy river" career approach. Mike dishes creative tips for personal branding, nailing interviews, and landing your dream accounting job. His story proves that with grit and imagination, accountants can forge exciting careers beyond the stereotypes.Sponsor...
2023-10-2159 minEarmark Podcast | Earn Free Accounting CPEBecoming Employee-Owned: How BDO Broke Out of the Partner ModelWayne Berson, CEO of BDO USA, joins Blake and guest host, David Leary, to discuss BDO's recent transition to an employee stock ownership plan (ESOP), making it the first major accounting firm to implement an ESOP structure. They discuss how the ESOP aims to attract and retain talent in the accounting profession and provide employees at all levels with an ownership stake in the firm.Chapters(00:44) - Why do an Employee Stock Ownership Plan(ESOP) now?
(09:06) - BDO borrowed $1.3 billion - what is that money for?
(14:52) - How will ESOP benefit staff?
(19:06) - Is there...
2023-10-1851 min
Earmark Podcast | Earn Free Accounting CPEAn Alternative To Advisory: Collaborative AccountingBlake is joined by Twyla Verhelst, Head of Accountant Channel at FreshBooks, to discuss a groundbreaking concept in advisory known as "Collaborative Accounting." This innovative approach aims to enhance collaboration between accountants and clients by providing a platform for efficient financial management. They delve into various aspects of this new approach, including FreshBooks' certification program, dedicated support for accounting partners, and a community for accountants to exchange best practices and insights. Prepare to be inspired by the transformative power of Collaborative Accounting!SponsorFreshBooks - https://earmarkcpe.promo/freshbooksTo learn more...
2023-10-0552 min
Earmark Podcast | Earn Free Accounting CPESoft Skills, Not Spreadsheets: Keys to a Successful Accounting CareerJerry Maginnis has over 40 years of experience in the accounting profession. In this episode, he shares his journey from college student to managing partner at KPMG, offering advice to young accountants on how to build a successful career. Jerry emphasizes the importance of soft skills like communication, empathy, and relationship-building, arguing that technical expertise alone is not enough. He shares how to navigate busy season without burning out, urging accountants to speak up about their personal commitments. Jerry also shares tips on expanding your business acumen, stressing the need to deeply understand a client’s strategy and industry. We al...
2023-09-291h 00
Earmark Podcast | Earn Free Accounting CPEFrom Felon to Firm Owner: An Unconventional Path in AccountingThink the pathway to owning an accounting firm is linear? Think again.In this episode, Blake has a fascinating conversation with Scott “OKR” Scarano, an accounting firm owner with an unconventional background.Before becoming a successful firm owner, Scott started dealing drugs, got kicked out of UNC, and ended up with a felony conviction. But with persistence and grit, Scott cleaned up his act, got back on track with his accounting degree, and hustled his way up to leading an accounting practice approaching $2 million in annual revenue.Scott gives an honest account of his...
2023-09-141h 07
Earmark Podcast | Earn Free Accounting CPEBeat the House: Tax Strategies to Offset Gambling WinningsFrom tracking gambling sessions to offsetting winnings with losses, professional gamblers and enthusiasts alike need to know how to beat the house when it comes to taxes. Join Certified Public Accountant Zak Zimbile, owner of a remote CPA firm specializing in gambling taxation, as he breaks down federal and state requirements for reporting gambling income. Zak leverages his decade-plus of experience advising recreational and professional gamblers across the country to explain what counts as gambling income, how to properly track activity, when winnings must be reported, and how losses can be used to lower your tax bill. With insights...
2023-08-1854 min
Earmark Podcast | Earn Free Accounting CPEDid They Just Kill Desktop? 2023 QuickBooks Update with Hector Garcia, CPAMajor changes are afoot in the world of QuickBooks. QBO and Payroll prices are going up. Intuit is phasing out QuickBooks Desktop Pro while touting QuickBooks Online and Enterprise as the future, though Hector predicts Desktop will still have a 2024 edition. QBO Advanced still needs improvements, like reverting to a static navigation bar, and Hector is excited about new integrations with QuickBooks Checking. Tune in for insights from Hector Garcia, CPA, on the past, present, and future of Intuit’s small business accounting software.Sponsor South Carolina Association of CPAs (SCACPA) - https://earmarkcpe.pr...
2023-08-0448 min
Earmark Podcast | Earn Free Accounting CPEFrom EY to Starbucks to Startups with Keeley Favoino, CPA, Controller at FoxtrotFollow the journey of Keeley Favoino, CPA, from her background in accounting at various organizations, including EY, Starbucks, OfferUp, and Farmer's Fridge, before joining Foxtrot, a modern corner store concept. Foxtrot's accounting department was initially focused on bookkeeping, but as the company grew, so did the need for a more robust accounting system. Keeley led the transformation from cash basis accounting to GAAP financials using QuickBooks Online, creating streamlined processes and establishing communication channels between departments. As Foxtrot continued to expand, Keeley and her team decided to upgrade to NetSuite, a platform that could better handle their reporting needs...
2023-07-191h 15
Earmark Podcast | Earn Free Accounting CPEFinances Uncovered: Empowering OnlyFans Creators with Expert AccountancyBlake Oliver is joined by Katherine Studley and Jim. Katherine and Jim specialize in helping OnlyFans creators and sex workers with their accounting and tax needs. They discuss the unique challenges facing these clients, as well as the common misconceptions and stereotypes surrounding the industry. Katherine shares how she built her business through TikTok and Instagram, and Jim explains how their pricing structure and hiring practices have contributed to their success. Tune in to learn more about this fascinating and underserved niche in the accounting world.Sponsor Check out our Sponsor LiveFlow — Advanced Financial Re...
2023-06-2853 min
Earmark Podcast | Earn Free Accounting CPEFrom 3 Orders a Day to $300 Million in Revenue: Scaling Accounting at PopSocketsIn this episode of the Earmark Accounting Podcast, Blake talks with Stacey Feldman, CPA, about her experiences in the world of CPG and accounting at PopSockets. They look at the challenges of scaling a startup, from tracking components in a supply chain to accounting for inventory costs. Stacey also reveals insights around simplifying supply and the importance of real-time data for accurate accounting.Sponsor Check out our Sponsor LiveFlow — Advanced Financial Reporting on AutopilotSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload th...
2023-06-151h 05
Earmark Podcast | Earn Free Accounting CPEPro Wrestling, Anime, and Financial Modeling with Ariel MencheAriel Menche recounts his FP&A journey - from his tenure with KPMG and the WWE, to FP&A consulting to startups. His strategic financial advisory story highlights valuable FP&A lessons, including insights about data's impact on a CFO's role and establishing best practices for financial model development.Sponsor Check out our Sponsor LiveFlow — Advanced Financial Reporting on AutopilotSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1...
2023-05-2558 min
Earmark Podcast | Earn Free Accounting CPEHow Accountants Can Profit From The Subscription EconomyIn this episode, Blake and Ron Baker discuss the subscription economy. They delve into the origins of the terminology and how CPAs and accountants can provide more value to their clients by prioritizing relationships over services. This is a must-listen for anyone interested in the subscription industry, which is projected to surpass $1 trillion by 2025.Many thanks to our sponsor, Anchor!To learn more about Anchor, visit https://earmarkcpe.promo/anchorSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App
2023-04-121h 07
Earmark Podcast | Earn Free Accounting CPETo be, or not to be a CPA firm with Chase Birky of Dark Horse CPAsWe’re talking to Chase Birky, CEO and co-founder of Dark Horse CPAs, a non-traditional CPA firm. Learn the advantages and challenges of being a CPA firm, the importance of creating a positive work environment for staff, and the need for the accounting profession to attract and retain more young talent. Tune in to hear insights into alternative paths for CPAs and how the industry can work towards creating a more sustainable and fulfilling workplace culture.Many thanks to our sponsor, LiveFlow!To learn more about LiveFlow, visit https://earmarkcpe.promo/liveflowCh...
2023-03-3055 min
Earmark Podcast | Earn Free Accounting CPEThe Chick-fil-A of payroll providers with Tim Petrey of HD Davis CPAsTim Petrey shares his journey from starting as a receptionist to becoming a partner in his CPA firm and founder of a payroll service. He discusses how his firm, HD Davis CPAs, evolved from a tax business to a full-service advisory firm and how they acquired small practices to grow. Tim also emphasizes the importance of adopting technology to streamline processes. Tune in to hear more about Tim's journey and the lessons he learned along the way.Many thanks to our sponsor, LiveFlow!To learn more about LiveFlow, visit https://earmarkcpe.promo/liveflow
2023-03-1653 min
Earmark Podcast | Earn Free Accounting CPE6,000 clients and $7 million gross revenue in 12 years with Ben Sutton of MazumaBlake Oliver is joined by Ben Sutton, the founder of Mazuma. Mazuma offers core monthly bookkeeping services, reconciliations, basic financials, and tax returns for a flat fee of $180 per month. Ben believes small businesses need services traditional accounting firms don't provide, and he wanted to give them the support they need. He found it possible to offer bookkeeping services at a low cost, as long as the scope of services and what clients can and cannot do is carefully limited.Many thanks to our sponsor, LiveFlow!To learn more about LiveFlow, visit https://earmarkcpe...
2023-02-281h 00
Earmark Podcast | Earn Free Accounting CPEWhy diverse accountants quit the profession according to the Illinois CPA SocietyHalf of accountants believe that diversity is important. Half do not. Meanwhile, efforts to increase diversity in accounting firms have had disappointing results. Todd Shapiro and Kari Natale of the Illinois CPA Society join to discuss why and what the profession should do about it.Many thanks to our sponsor, LiveFlow!To learn more about LiveFlow, visit https://earmarkcpe.promo/liveflowSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/e...
2023-02-1552 minEarmark Podcast | Earn Free Accounting CPEHow to buy an accounting firm with Michael Ly of ReconciledSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Michael on LinkedIn: https://www.linkedin.com/in/michaelly/Learn more about Reconciled: https://reconciled.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
2023-01-3145 minEarmark Podcast | Earn Free Accounting CPEHow to build a six-figure firm on Instagram with Sandra YorkThanks to our sponsor, Accountests for making this episode possible!To learn more about Accountests, visit: https://earmarkcpe.promo/accountestsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Sandra YorkLinkedIn: https://www.linkedin.com/in/sandra-york-551baa84/Follow Sandi on Instagram: https://www.instagram.c...
2023-01-061h 00Earmark Podcast | Earn Free Accounting CPEProfitable bookkeeping for under $200 per month with Michael AllimanMany thanks to our sponsor, LiveFlow!To learn more about LiveFlow, visit https://earmarkcpe.promo/liveflowSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Michael AllimanLinkedIn: https://www.linkedin.com/in/michaelalliman/Learn more about Michael's firm: https://www.allimanbusinessgroup.com/Connect with Blake Oliver...
2022-12-1457 minEarmark Podcast | Earn Free Accounting CPEOutsourced controllership with team & technology featuring Félix Latour of Le ContrôleurThank you to our sponsor, ApprovalMax! To learn more about ApprovalMax, visit: https://earmarkcpe.promo/approvalmaxSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Felix:LinkedIn: https://www.linkedin.com/in/f%C3%A9lix-latour-781291a4/Learn about Le Controleur:https://www.controleur.ca/A...
2022-12-061h 02Earmark Podcast | Earn Free Accounting CPEBuilding an offshore team in the Philippines: From 0 to 15 staff in 4 years with Argel SabilloMany thanks to our sponsor, LiveFlow!To learn more about LiveFlow, visit https://earmarkcpe.promo/liveflowSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Argel Sabillo, CPALinkedIn: https://www.linkedin.com/in/argelsabillocpa/Learn more about DTLA CPAWebsite: http://dtlacpa.com
2022-11-251h 02Earmark Podcast | Earn Free Accounting CPEWhy Peloton co-founder Graham Stanton wants you to IPO on QuickBooksThanks to our sponsor, Avise!https://earmarkcpe.promo/aviseSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Graham StantonLinkedIn: https://www.linkedin.com/in/grahamstanton/Learn more about Avise: https://avise.comConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter...
2022-11-171h 02Earmark Podcast | Earn Free Accounting CPEKeep calm & automate your client onboarding with Korey Cournoyer of GrowthLab FinancialMany thanks to our sponsor, LiveFlow!To learn more about LiveFlow, visit https://earmarkcpe.promo/liveflowSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Korey CournoyerLinkedIn: https://www.linkedin.com/in/koreycournoyer/Learn more about GrowthLab FinancialWebsite: http://growthlabfinancial.comConnect with Blake Oliver, CPA
2022-11-0753 min
Earmark Podcast | Earn Free Accounting CPEQuality Management: The secret to a scalable accounting practice with John Rea and Rachel FischSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our GuestsJohn ReaLinkedIn: https://www.linkedin.com/in/john-rea-04553013/Twitter: https://mobile.twitter.com/johnrea88Learn how Scrutinize helps accounting and bookkeeping firms close client books faster and more accurately: https://www.scrutinize.io/Rachel FischLinkedIn...
2022-10-2153 minEarmark Podcast | Earn Free Accounting CPEWhy is tax software stuck in the stone age? Peter Wen of Tallyfor has the answerSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Peter WenLinkedIn: https://www.linkedin.com/in/peterwen/Learn more about Tallyforhttp://tallyfor.comConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
2022-10-1146 minEarmark Podcast | Earn Free Accounting CPEIf you want to grow, you need a COO according to Rita Keller of Keller AdvisorsThis episode is sponsored by Jirav. Learn more at jirav.com/earmarkSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with RitaLinkedIn: https://www.linkedin.com/in/cpamanagement/Website: https://ritakeller.com/Learn more Keller Advisors, LLCKeller Advisors, LLC: https://www.facebook.com/CPAmanagementConnect with...
2022-09-241h 04Earmark Podcast | Earn Free Accounting CPEDeveloping a cutting edge sales tax practice for e-commerce with LedgerGurusThanks to Our Sponsors!Accountests: https://www.accountests.com/Dark Horse CPAs: https://abetterway.cpa/Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our GuestsBrittany Brown: https://www.linkedin.com/in/brittany-brown-b8324812/Kexin Smith: https://www.linkedin.com/in/kexin-smith-15891526/Learn more about L...
2022-09-0752 minEarmark Podcast | Earn Free Accounting CPEYour future may be Your Part-Time Controller — with founder Eric FraintThanks to our Sponsors:Accountests: https://www.accountests.com/ Dark Horse CPAs: https://abetterway.cpa/Sign up to get free CPE for listening to this podcast:https://earmarkcpe.comDownload the Earmark CPE App:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with our guest : Eric Fraint - President and Founder of Your Part-Time Controller, LLC LinkedIn : https://www.linkedin.com/in/yourparttimecontroller/Learn more about Your Part-Time Controller :h...
2022-07-301h 03Earmark Podcast | Earn Free Accounting CPEScaling startup finance with David Wieseneck, VP Finance @ DemostackMany thanks to our sponsor, ApprovalMax, for making this episode possible! To learn more about ApprovalMax, please visit their website: https://www.approvalmax.com/Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, David Wieseneck, VP Finance, DemostackLinkedIn: https://www.linkedin.com/in/davidwieseneck/Twitter: https://t...
2022-07-1150 minEarmark Podcast | Earn Free Accounting CPEThe path towards advisory in tax with Jorge Olavarrieta and Minal BabariaThanks to our Sponsor!Accountests: https://www.accountests.com/Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appIntuit's The Path to Advisory white paper https://proconnect.intuit.com/taxprocenter/practice-management/the-path-to-advisory-now-available-for-download/Connect with Our GuestsJorge Olavarrieta, VP of Product Management and Design at Intuit https://www.linkedin.com/in...
2022-06-1348 minEarmark Podcast | Earn Free Accounting CPEHow to communicate financial information to normal people with Geni WhitehouseSponsorsBooksTime: https://www.bookstime.com/accountantsAccountests: https://www.accountests.com/ Use code "Earmark50" to receive 50% off any of their testsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appPresentation slides:https://earmarkcpe.com/wp-content/uploads/2022/05/Communicating-Financial-Results-to-Normal-People.pdfConnect with Our Guest, Geni W...
2022-05-1057 minEarmark Podcast | Earn Free Accounting CPEReal talk with "The Real Estate CPA," Brandon Hall of Hall CPA PLLCThank you to our sponsorsAccountests: https://www.accountests.comBooksTime: https://www.bookstime.com/accountantsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Brandon HallLinkedIn: https://www.linkedin.com/in/brandonhallcpa/Learn more about Hall CPA PLLCCompany website: https://www.therealestatecpa.com/
2022-04-3058 minEarmark Podcast | Earn Free Accounting CPEWho cares about lease accounting? with Issac Heller of TrullionSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Isaac HellerLinkedIn: https://www.linkedin.com/in/isaacheller/Learn more about Trullionhttps://trullion.com/about-us/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/b...
2022-04-131h 01Earmark Podcast | Earn Free Accounting CPEThe Path to Advisory in Client Accounting Services (Part 3 of 3) with Dan Gertrudes of GrowthLab FinancialThank you to our sponsors!BotkeeperWin a free year of Botkeeper services!: https://www.botkeeper.com/win LiveFlowGet 20% off your first 3 months of LiveFlow: https://www.liveflow.io/earmark Sign up to get free CPE for listening to this podcast: https://earmarkcpe.comDownload the Earmark CPE App:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android:https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Dan GertrudesLinkedIn: https://www.linkedin...
2022-04-0151 minEarmark Podcast | Earn Free Accounting CPEHow to save the CPA with Todd Shapiro of the Illinois CPA SocietySign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Todd ShapiroLinkedIn: https://www.linkedin.com/in/todd-shapiro-536b6b1/Learn more about the Illinois CPA SocietyOfficial website: https://community.icpas.org/homeConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.c...
2022-03-2423 minEarmark Podcast | Earn Free Accounting CPEThe Path to Advisory in Client Accounting Services (Part 2 of 3) with Dan Gertrudes of GrowthLab FinancialThank you to our sponsors!BotkeeperWin a free year of Botkeeper services!: https://www.botkeeper.com/winLiveFlowGet 20% off your first 3 months of LiveFlow: https://www.liveflow.io/earmarkSign up to get free CPE for listening to this podcast:https://earmarkcpe.comDownload the Earmark CPE App:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android:https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Dan GertrudesLinkedIn: https://www.linkedin...
2022-03-2447 minEarmark Podcast | Earn Free Accounting CPEThe Digital CPA joined High Rock Accounting & hasn’t looked back (Jay Kimelman and Rachel Fisch)Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guests, Jay, and RachelJay KimelmanLinkedIn: https://www.linkedin.com/in/jkimelman The Digital CPA Website: https://thedigitalcpa.com/about-us/Rachel FischLinkedIn: https://ca.linkedin.com/in/rachelfischHigh Rock Accounting: https://highrock.c...
2022-03-1827 minEarmark Podcast | Earn Free Accounting CPEThe Path to Advisory in Client Accounting Services (Part 1 of 3) with Dan Gertrudes of GrowthLab FinancialThank you to our sponsors!BotkeeperWin a free year of Botkeeper services!: https://www.botkeeper.com/winLiveFlowGet 20% off your first 3 months of LiveFlow: https://www.liveflow.io/earmarkSign up to get free CPE for listening to this podcast:https://earmarkcpe.comDownload the Earmark CPE App:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android:https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Dan GertrudesLinkedIn: https://www.linkedin...
2022-03-1641 minEarmark Podcast | Earn Free Accounting CPEHow to get a fully remote accounting job according to Scott Orn of Kruze ConsultingSign up to get free CPE for listening to this podcast:https://earmarkcpe.comDownload the Earmark CPE App:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Scott Orn, Chief Operating Officer, CFAWebsite: https://kruzeconsulting.com/scott-orn/LinkedIn: https://www.linkedin.com/in/scottornLearn more about Kruze Consultinghttps://kruzeconsulting.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliver
2022-03-0940 minEarmark Podcast | Earn Free Accounting CPEAdventures in NoCode with Chad Davis, founder of LiveCASign up to get free CPE for listening to this podcast:https://earmarkcpe.comDownload the Earmark CPE App: Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android:https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Chad DavisCompany Profile: https://www.liveca.ca/team/chad-davis-cpa-cmaLinkedIn: https://www.linkedin.com/in/chaddavis1/Chad's Links:Verizon Unlimited Hotspot: https://earmark.link/jxxMobile Internet Resource Center: https://www.rvmobileinternet.com/L...
2022-03-0357 minEarmark Podcast | Earn Free Accounting CPEBlockchain for accountants with Ben Taylor, founder of SoftLedgerLearn more about SoftLedger:http://info.softledger.com/earmarkEarn free CPE for listening to this episode:https://earmarkcpe.comDownload the Earmark CPE App:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our GuestBen Taylor, CEO @ SoftLedger: https://www.linkedin.com/in/bentaylor8/Connect with Blake Oliver, CPALinkedin: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
2022-02-241h 00Earmark Podcast | Earn Free Accounting CPEThe "How" of Being Intentional with Twyla Verhelst, CPA and Andrea MacDonald, CPASign up to get free CPE for listening to this podcast:https://earmarkcpe.comDownload the Earmark CPE App: Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appGuestsAndrea MacDonald, CPA: https://www.linkedin.com/in/andrea-macdonald-cpa-mba-4704042bOwner, Pro Tax & Accounting | Accredited Business Intermediary | Fractional Chief Financial Officer for Spike's K9 FundLearn more about Andrea's firm, Pro Tax & Accounting:Official website: https://protaxllcva.com/about/
2022-02-171h 03Earmark Podcast | Earn Free Accounting CPEClient data security: Best practices to protect your firm and clients with Byron Patrick, CPASign up to get free CPE for listening to this podcast:https://earmarkcpe.comDownload the Earmark CPE App: Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appClient Data Security: Best Practices to Protect Your Firm from Serious Threats https://rb.gy/jh6guzConnect with Our Guest, Byron PatrickLinkedIn: https://www.linkedin.com/in/byronpatrick/Twitter: https://twitter.com/byron_cpaLearn more about Botkeeper...
2022-02-151h 00Earmark Podcast | Earn Free Accounting CPEHow to fix the IRS and CPA with AICPA's Sue Coffey and Tom HoodSign up to get free CPE for listening to this podcast:https://earmarkcpe.com Download the Earmark CPE App: Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our GuestsSue Coffey, CPA, CGMAChief Executive Officer - Public Accounting at Association of International Certified Professional Accountantshttps://www.linkedin.com/in/susan-s-coffey-cpa-cgma-7b26a68/ Tom Hood, CPA, CITP, CGMA EVP Business Engagement & Growth at Association of International Certified Professional Ac...
2022-02-0852 minEarmark Podcast | Earn Free Accounting CPEIs Tether a fraud? (with guest Dr. Sean Stein Smith)Referenced in the episode: The Cloud Accounting Podcast, Episode 263, "Crypto Is A Scam"https://www.cloudaccountingpodcast.com/263Sign up to get free CPE for listening to podcasts:https://earmarkcpe.comDownload the Earmark CPE App: Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guesthttps://www.linkedin.com/in/dr-sean-stein-smith-dba-cpa-63307444/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliver
2022-02-0435 minEarmark Podcast | Earn Free Accounting CPEDeconstructing timesheet defenses with Ron Baker, CPA, founder of VeraSage InstituteSign up to get free CPE for listening to this podcast:https://earmarkcpe.comDownload the Earmark CPE App: Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Ron BakerLinkedIn: https://www.linkedin.com/in/ronbaker1/Learn more about VeraSage InstituteWebsite: https://www.verasage.com/Have a listen to The Soul of Enterprise https://www.thesoulofenterprise.comShow N...
2022-01-2459 minEarmark Podcast | Earn Free Accounting CPEHigh Rock Accounting is a high growth firm with Liz Mason, Rachel Fisch, and Megan TarnowSign up to get free CPE for listening to this podcast:https://earmarkcpe.com/Download the Earmark CPE app here: Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guests: Liz Mason, Founder, and CEO of High Rock Accounting https://www.linkedin.com/in/masonliz/Rachel Fisch, CPB, Chief Global Development Officer, High Rock Accountinghttps://www.linkedin.com/in/rachelfisch/?originalSubdomain=ca Megan Genest Tarnow, Industry L...
2022-01-0424 minEarmark Podcast | Earn Free Accounting CPEA tale of two mergers with Kenji Kuramoto and Matthew May of AcuitySign up to get free CPE for listening to this podcast:https://earmarkcpe.com/Connect with Kenji Kuramoto, Founder and CEO of Acuity https://www.linkedin.com/in/kenjikuramoto/Connect with Matthew May, VP of Sales and Marketing at Acuity https://www.linkedin.com/in/thetechcpa/Learn more about Acuityhttps://acuity.co/about/Listen to more episodes of Drink While You Think: https://www.youtube.com/playlist?list=PLXnap0yocZOW5DtK9YBRAiJPzBq4l-nbzConnect with Blake Oliver, CPALinkedIn: https://www.linkedin...
2021-12-0344 minEarmark Podcast | Earn Free Accounting CPEA timesheet debate & why work takes so long with Edward Mendlowitz, CPA, Partner at WithumGet free CPE for listening to podcastshttps://earmarkcpe.com/Connect with Ed MendlowitzLinkedIn: https://www.linkedin.com/in/edward-mendlowitz-a6a1305/Email: emendlowitz@withum.comConnect with Blake OliverLinkedin: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
2021-11-031h 07Earmark Podcast | Earn Free Accounting CPECPA versus CMA with IMA President Jeff ThomsonSign up to get free CPE for listening to this podcast:https://earmarkcpe.com/Connect with Jeff Thomson, President and CEO @ IMA:https://www.linkedin.com/in/jeffthomsonima/Learn more about the Institute of Management Accountants:https://www.imanet.org/Connect with Blake Oliver, CPALinkedin: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
2021-10-0832 min