CPA firm profits and revenues jumped last year
Accounting Today
OCTOBER 11, 2023
growth rate of fiscal year 2020. The median growth rate hit 9.1% in net revenue in fiscal year 2022, according to a new survey, over double the 4.2%
2020 Accounting CPA 
Building wealth over looking rich online with The Millennial CPA
Intuit
MARCH 22, 2023
Perhaps the biggest win of Kim’s career came after her mother lost her job in 2020. The Millennial CPA Kim stumbled upon her current career somewhat by chance. After one video went viral, she capitalized on the momentum and launched an Instagram account called the.millennial.cpa.
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Webinars
Book of Secrets on the Month-End Close
How To Break Digital Transformation Barriers And Accelerate AI Adoption
Forecasting Failures Are Costly: Heres How To Fix Them
The Human Side of Finance: The Intersectionality of People, Culture, Adaptability, and Resilience
What Your Financial Statements Are Telling You—And How to Listen!
Trending Sources
Top 10 Accounting Programs by CPA Exam Success Rate for 2025
Blake Oliver
MARCH 20, 2025
Did you know that the University of Northern Iowa tops the nation in preparing students to pass the CPA Exam? As we discussed in Episode 425 of The Accounting Podcast, the CPA Success Index provides fascinating insights into which accounting programs most effectively prepare students. What makes these programs stand out?
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52 Webinars
Book of Secrets on the Month-End Close
How To Break Digital Transformation Barriers And Accelerate AI Adoption
Forecasting Failures Are Costly: Heres How To Fix Them
The Human Side of Finance: The Intersectionality of People, Culture, Adaptability, and Resilience
What Your Financial Statements Are Telling You—And How to Listen!
The $350M tax evasion case every CPA should know about
Blake Oliver
APRIL 11, 2025
Meanwhile, he reported less than $1 million in annual income as a mere "consultant" to these companies from 2016 to 2020. Edelman was trying to dodge a unique aspect of US taxation: America taxes global income regardless of where you live.
52 
The Zero Cost Accounting Client Acquisition Method w/Alyssa J. Dillon
Jetpack Workflow
MARCH 27, 2025
The conversation kicks off with Alyssa recounting the pivotal moment when she decided to quit her job and explore the possibility of working for herself after receiving a side accounting request. In 2017, Alyssa launched her accounting firm, quickly establishing herself as a go-to expert for businesses in need of financial guidance.
Future of Accounting: The 2022 Annual Guide
Future Firm
APRIL 10, 2022
In this guide, I’m going to outline what the future of accounting looks like for accounting firms and how to best prepare for it in 2022. So if you’re looking to improve your firm in 2022 and keep yourself on the cutting edge of accounting, you’ll love this new guide. Future of Accounting Table of Contents.
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The best and worst 2020 predictions (and some of our own)
Cloud Accounting Podcast
JANUARY 12, 2020
Sponsors Jirav: www.jirav.com Hi, this is Blake, and I just wanted to let you know that this episode of the Cloud Accounting Podcast is sponsored by Jirav, my employer. Learn how accounting firms are using Jirav to deliver connected insight, strategize growth, and help their clients make more profitable decisions. Well, sort of.
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Accounting Engagement Letter: Templates, Samples & How to Create One
Future Firm
JULY 21, 2022
Does your firm use an accounting engagement letter when signing on a new client? In this article, you’re going to learn about: What an accounting engagement letter for your firm is. Accounting Engagement Letter: What Is It? What’s included: Enter all expenses into the accounting system based on their invoice date.
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Is the CPA Worth it in 2019, 2020, 2021…? Also, H&R Block Acquires Wave and Xero Appoints Jamie McDonald to Lead Accounting & Global Services
Cloud Accounting Podcast
JUNE 16, 2019
Sponsor Xero: [link] Show Notes 3:36 — AICPA to Oversee New Internet Domain for CPAs | AICPA 7:36 — Given the change in the profession, what's the value of the CPA license in 2019 and beyond? 8:42 — A listener asks if the CPA is worth it. Blake responds. explored this question earlier this month.
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Marketing for Accountants: The Top 19 Strategies
Future Firm
MAY 17, 2022
If you’re looking for the best marketing for accountants’ strategies, you’ve come to the right place. Most of these methods I’ve personally used myself to help take my cloud accounting firm from scratch to sale in just 5 years. Marketing for Accountants 101. 4 Viral Marketing for Accountants. #5 Table of Contents.
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Understanding the Root Causes of the US Accounting Resource Shortage
Outsourced Bookeeping
SEPTEMBER 27, 2024
In 2020 alone, accounting graduates dropped by 2.8%, while master’s graduates saw an 8.4% The issue goes two steps deep—CPA exam participation also dropped by 7%, the lowest level since 2006. Understanding the Root Causes of the US Accounting Resource Shortage The result? increase from 2022. Let’s get started!
How Much Does a CPA Make?
Cloud Accounting Podcast
MARCH 17, 2020
Interested in sponsoring the Cloud Accounting Podcast? May 31 - June 3, 2020: BQE Succeed - Encore at Wynn Las Vegas Need Accounting Conference Info? Divvy 34:05 - Three common challenges (and three solutions!) Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes , or Podchaser.
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CPA licensure evolves at an evolutionary pace
Cloud Accounting Podcast
DECEMBER 16, 2019
Sponsors OnPay: [link] OnPay is offering an exclusive promo code only for the listeners of The Cloud Accounting Podcast to get three free months of OnPay payroll service for any of your clients that you set up by February of 2020! CPA Practice Advisor 41:20 – A one-stop shop for all your payroll and HR needs? Thank you! ??
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How to Run a Successful Virtual Accounting Firm w/Lisa Wolfson Jones
Jetpack Workflow
DECEMBER 21, 2023
Podcast Summary In this episode of Growing Your Firm, host David Cristello interviews Lisa Wolfson-Jones, owner and CPA at Mac-L Associates. Lisa launched Mac-L Associates in 2010, and they provide accounting services for small businesses and individuals. Transitioning from a traditional accounting firm to a remote firm.
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QuickBooks Live Could be a Top 100 Firm by 2020, Fake Bots from Google, Roger Raises $7.35M to Automate Accounting with AI, and Why the NSA Might be to Blame for the CCH Malware Attack
Cloud Accounting Podcast
JUNE 2, 2019
Sponsor Xero: [link] Show Notes 02:34 -- Blake crunches the numbers and figures that if Intuit meets its publicly stated goals, QuickBooks Live will likely be a $60 million per year accounting firm by 2020, putting it at 73 on Accounting Today’s Top 100 Accounting Firms list. Guess who is one of the investors?
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Skills Modern-Day Accountants Need to Equip Themselves With
Analytix Finance & Accounting
DECEMBER 5, 2022
Accounting plays a critical role in any business’s financial health and overall sustainability. Why is tech adaptation an essential skill for accountants? Online reports say the Accounting Software Market was valued at USD 12.01 billion in 2020. Online reports say the Accounting Software Market was valued at USD 12.01
Accounting Practice Management Software: The Top 17 Roundup
Future Firm
AUGUST 22, 2022
Looking for the best accounting practice management software for your firm? Good news, because this is the ULTIMATE accounting practice management software round-up post. Get to know the top accounting practice management software and why it is essential for your business. The Basics of Accounting Practice Management Software.
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Why Women Leave Accounting Firms
Cloud Accounting Podcast
MARCH 8, 2020
Interested in sponsoring the Cloud Accounting Podcast? May 31 - June 3, 2020: BQE Succeed - Encore at Wynn Las Vegas Need Accounting Conference Info? 42:42 - Feedback on last week's question - What should Intuit have bought with that $7 billion? Meet Blake and David in person!
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How Did this Firm Owner 2X Revenue Without Burning Out? w/Logan Graf
Jetpack Workflow
OCTOBER 17, 2024
Podcast Summary In this episode of Growing Your Firm, host David Cristello interviews Logan Graff , a virtual CPA firm owner ( The Graf Tax Co. Based in Central Texas, Logan has rapidly established himself as a thought leader and influencer, particularly among aspiring accountants and firm owners.
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TurboTax LIVE for S Corp Pricing Revealed
Cloud Accounting Podcast
NOVEMBER 16, 2022
Subscribe to the Earmark Accounting Podcast: [link] Get CPE for listening to podcasts with Earmark CPE: [link] RSVP for the Cloud Accounting Podcast Party! CPA Trendlines [link] 24:49 – Caleb L. Interested in sponsoring the Cloud Accounting Podcast? DIAL (202) 695-1040 Need Accounting Conference Info?
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52 Intuit acquires ChronoBooks & news from Xerocon London
Cloud Accounting Podcast
NOVEMBER 18, 2019
Sponsors OnPay: [link] OnPay is offering an exclusive promo code only for the listeners of The Cloud Accounting Podcast to get three free months of OnPay payroll service for any of your clients that you set up by February of 2020! Visit the sponsor link, and use code "CAP3FREE" to take advantage of this offer! Thank you!
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Square Books is here — is accounting next?
Cloud Accounting Podcast
OCTOBER 22, 2019
Sponsors OnPay: [link] OnPay is offering an exclusive promo code only for the listeners of The Cloud Accounting Podcast to get three free months of OnPay payroll service for any of your clients that you set up by February of 2020! Get your official and limited edition Cloud Accounting Podcast stuffs now ! We appreciate you!
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Navigating the Talent Crisis in Firms and the Impact of TurboTax Live
Jetpack Workflow
OCTOBER 12, 2023
Podcast Summary In this episode of “Growing Your Firm,” host David Cristello interviews David Leary, partner at Earmark Media and co-host of The Accounting Podcast. Tune in to learn more about David’s journey and Earmark Media’s role in the accounting space. sign me up!
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64 Over 6 Million Small Businesses Using Cloud Accounting: QuickBooks and Xero Numbers Compared
Cloud Accounting Podcast
MAY 27, 2019
This episode of the Cloud Accounting Podcast is sponsored by Xero. Interested in sponsoring the Cloud Accounting Podcast? Thank you to this week’s sponsor! Did you miss the Xero Roadshow when it came to your city? You can still attend a Xero Roadshow Online ! Register here. Twitter 04:24 -- Glendale man admits to embezzling $2.8-million
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40 PPP 2.0 and Everything You Need To Know with Justin Elanjian of Aprio
Cloud Accounting Podcast
DECEMBER 20, 2020
14:55 - The Top 10 PPP changes in the pending Bipartisan Emergency COVID Relief Act of 2020 [link] 15:55 - How Aprio's PPP team got down to business 19:00 - Find a wealth of PPP resources with Aprio's Covid Advisor here: Aprio.com/covid Get in Touch Thanks for listening and for the great reviews!
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How California's new privacy and contractor laws could affect you
Cloud Accounting Podcast
JANUARY 5, 2020
Sponsors OnPay: [link] OnPay is offering an exclusive promo code only for the listeners of The Cloud Accounting Podcast to get three free months of OnPay payroll service for any of your clients that you set up by February of 2020! Uber argues that they’re not “really” a ride service 13:34 – Time to get your CPA? We promise!
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Your Post-Spring Conference Season News Roundup
Cloud Accounting Podcast
JULY 1, 2019
Sponsors FloQast: [link] AutoEntry: [link] Show Notes 00:58 - Welcome to the Cloud Accounting Podcast! 07:23 - Scaling New Heights 2020 will be in St. Interested in sponsoring the Cloud Accounting Podcast? 01:45 - We got more reviews! Click here to leave a review on iTunes. Follow and tweet @BlakeTOliver and @DavidLeary.
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Is bookkeeping a $10 billion market opportunity? Intuit thinks so
Cloud Accounting Podcast
NOVEMBER 26, 2019
Sponsors OnPay: [link] OnPay is offering an exclusive promo code only for the listeners of The Cloud Accounting Podcast to get three free months of OnPay payroll service for any of your clients that you set up by February of 2020! When in doubt, buy TWO Cloud Accounting Podcast shirts! Show Notes 00:32 – See Brad.
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Meka Leka Hi Meka Hiney Ho 2021 Is A Go
Cloud Accounting Podcast
DECEMBER 30, 2020
Thank you, Mrs. ShannyBanany , and some CPA in a small bookkeeping firm, aka 10594816 ! Interested in sponsoring the Cloud Accounting Podcast? DIAL (202) 695-1040 Need Accounting Conference Info? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? We appreciate you!
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Everything is Bigger in Texas — Including Tax Fraud
Cloud Accounting Podcast
JANUARY 7, 2021
charges Texas billionaire with biggest tax fraud case in US history [link] 20:48 - Some businesses thrived, many lagged during pandemic in 2020 [link] 23:23 - Six Stories From a Downtown District Show Pandemic’s Uneven Toll [link] 29:21 - We've got VOICEMAIL! Interested in sponsoring the Cloud Accounting Podcast?
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How Excel Helped Win (Steal?) the World Series
Cloud Accounting Podcast
FEBRUARY 10, 2020
Interested in sponsoring the Cloud Accounting Podcast? Sponsors BREX: [link] Edgewood Business Solutions: [link] BQE Succeed: [link] Show Notes 03:03 – Oh, my! What big FAANGs you have! These five tech players have a combined $4.1 These five tech players have a combined $4.1 These five tech players have a combined $4.1
Did Clio raise $250 million to build "Clio Live"?
Cloud Accounting Podcast
SEPTEMBER 12, 2019
14:51 – Speaking of additional services, Square's got a new one - the Square EIN Assistant | Square 16:53 – Wake-up call - SaaS providers are starting to fill gaps where accountants and bookkeepers fall short. PYMNTS.com 22:35 – Ireland-based Surf Accounts catches a wave (of BS?) into the U.S. Check out Ep.
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BONUS | Dennis Whitney - CMA Exam and Certification
IMA's Count Me
DECEMBER 26, 2019
IMA: [link] CMA: [link] Exam Changes: [link] FULL EPISODE TRANSCRIPT Mitch : (00:05) Welcome back for another bonus episode here on Count Me In, IMA's podcast about all things affecting the accounting and finance world. And both the CMA and the CPA of course are great certifications and they have a very specific purpose.
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Ep. 118: Dr. Sean Stein Smith - Accounting for Cryptoassets
IMA's Count Me
APRIL 11, 2021
Sean Stein Smith: [link] Institute for Blockchain & Cryptoasset Research: [link] Bitcoin Is Hitting All Time Highs – How Are Organizations Accounting For It?: link] FULL EPISODE TRANSCRIPT Mitch: (00:00) Welcome back to Count Me In , IMA's podcast about all things affecting the accounting and finance world.
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Orphan 1040s
Cloud Accounting Podcast
MAY 20, 2022
Interested in sponsoring the Cloud Accounting Podcast? DIAL (202) 695-1040 Need Accounting Conference Info? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Sponsors OnPay: [link] FreshBooks: [link] Canopy: [link] Need CPE? Hit the link below to get more info.
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How To Start a Bookkeeping Business in 2022 [Step by Step]
Future Firm
APRIL 4, 2022
Do you want to know how to start a bookkeeping business or accounting firm in 2022? In fact, these are the very steps that I followed to help take my heavily bookkeeping-focused accounting business from scratch to sale in only 5 years. You pick the date that makes the most sense for you and your accounting firm.
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A rundown of QuickBooks Online news from #QBConnect
Cloud Accounting Podcast
NOVEMBER 12, 2019
Sponsors OnPay: [link] OnPay is offering an exclusive promo code only for the listeners of The Cloud Accounting Podcast to get three free months of OnPay payroll service for any of your clients that you set up by February of 2020! 02:09 – Live fast, cloud-account hard! Interested in sponsoring the Cloud Accounting Podcast?
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Is the billable hour making a comeback?
Cloud Accounting Podcast
DECEMBER 4, 2019
Sponsors OnPay: [link] OnPay is offering an exclusive promo code only for the listeners of The Cloud Accounting Podcast to get three free months of OnPay payroll service for any of your clients that you set up by February of 2020! 21:21 – What can accounting firms learn from Amazon's modus operandi? 06:07 – Ready, set, SOAPBOX.
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40 Will $2T Stimulus Pay for Accountants’ Self Hair Cuts
Cloud Accounting Podcast
MARCH 30, 2020
Interested in sponsoring the Cloud Accounting Podcast? Need Accounting Conference Info? This episode of The Cloud Accounting Podcast is sponsored by Minute7. We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. For details, read the prospectus , and NOW, you can see our smiling faces on Instagram !
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Ernst & Young Auditors Under Scrutiny After String of Massive Frauds
Cloud Accounting Podcast
OCTOBER 21, 2020
Interested in sponsoring the Cloud Accounting Podcast? DIAL (202) 695-1040 Need Accounting Conference Info? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes , or Podchaser.
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40 BONUS | Kelly Paxton - Pink Collar Crime
IMA's Count Me
FEBRUARY 28, 2020
Contact Kelly: [link] Pink Collar Crime site: [link] IMA's Annual Conference & Expo 2020: [link] IMA's website: [link] FULL EPISODE TRANSCRIPT Mitch : (00:00) Welcome back to Count Me In, IMA's podcast about all things affecting the accounting and finance world. It's not rocket science and the reason I use it is I'm not a CPA.
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40 Getting to know Acuity LIVE from AcuityCon in Atlanta
Cloud Accounting Podcast
NOVEMBER 8, 2019
Sponsors OnPay: [link] OnPay is offering an exclusive promo code only for the listeners of The Cloud Accounting Podcast to get three free months of OnPay payroll service for any of your clients that you set up by February of 2020! 17:42 – We ain’t afraid ’a no oversized accounting-tech ecosystem chart !
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Ransomware attacks continue!
Cloud Accounting Podcast
AUGUST 10, 2019
00:47 – While Andrew Yang has a touch of bot-phobia, he's the only 2020 presidential candidate talking AI in any meaningful way. 00:47 – While Andrew Yang has a touch of bot-phobia, he's the only 2020 presidential candidate talking AI in any meaningful way. 23:56 – Does your firm utilize collab tools that include instant messaging? |
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Scaling Down Post Covid and Designing the Ideal Lifestyle, w/Jeremy Wells
Jetpack Workflow
OCTOBER 25, 2024
Podcast Summary In this episode of Growing Your Firm, host David Cristello welcomes Jeremy Wells, EA and CPA , owner of JWellsCFO and Chief Operating Officer Steadfast Bookkeeping. Before his accounting career, he spent a decade as a college instructor.
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