Earmark Accounting Podcast

NOVEMBER 1, 2024

Erica Goode, CPA, reveals how she built a thriving $200K accounting firm working just 15 hours a week. 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.

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Earmark Accounting Podcast

NOVEMBER 3, 2023

David Toth of Winding River Consulting joins Blake to examine how digital marketing and AI are disrupting accounting firm marketing. 43:28) - Having a plan and making priorities (47:28) - How do you see AI changing accounting marketing? (50:18) 09:32) - How can a firm move from the old model to the new one? (11:49)

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Earmark Accounting Podcast

MARCH 29, 2023

To learn more about LiveFlow, visit [link] We’re talking to Chase Birky, CEO and co-founder of Dark Horse CPAs, a non-traditional CPA firm. 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. (00:00) Peer review? (33:56)

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Earmark Accounting Podcast

AUGUST 4, 2023

Tune in for insights from Hector Garcia, CPA, on the past, present, and future of Intuit’s small business accounting software. (00:00) Tune in for insights from Hector Garcia, CPA, on the past, present, and future of Intuit’s small business accounting software. (00:00)

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Earmark Accounting Podcast

JULY 19, 2023

Follow 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. 08:45) - What did the accounting team look like when you joined? (01:10:40)

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Earmark Accounting Podcast

FEBRUARY 8, 2024

Phong Ngo and Charle 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.

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Earmark Accounting Podcast

JULY 11, 2024

Explore 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.

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CPA Accounting Accounting 45

Earmark Accounting Podcast

MAY 3, 2024

In 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.

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General Ledger CPA Payroll Accounting 45

Earmark Accounting Podcast

JANUARY 4, 2024

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. Patil also describes how his company helps accounting firms efficiently leverage offshore talent. Hitendra R.

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Earmark Accounting Podcast

JANUARY 12, 2024

On this bonus episode Blake explores how artificial intelligence will transform the accounting profession. Don't let AI disrupt accounting without you! Don't let AI disrupt accounting without you!

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Accounting Accounting CPA Tax 59

Earmark Accounting Podcast

OCTOBER 4, 2023

Blake 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.

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Earmark Accounting Podcast

JUNE 18, 2024

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. John Briggs, founder of Incite Tax and author of "The 3.3 Sponsor MakersHub - [link] Chapters (00:38) - Introducing John Briggs and the 3.3

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CPA Accounting Accounting Tax 45

Earmark Accounting Podcast

MAY 17, 2024

Join us as serial acquirer Michael Ly shares an insider’s guide to preparing, pricing & selling your accounting firm. Join us as serial acquirer Michael Ly shares an insider’s guide to preparing, pricing & selling your accounting firm. Thinking of selling your practice?

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Earmark Accounting Podcast

JANUARY 26, 2024

Blake 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.

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Earmark Accounting Podcast

FEBRUARY 15, 2023

Half of accountants believe that diversity is important. 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. Half do not. Many thanks to our sponsor, LiveFlow!

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Earmark Accounting Podcast

MARCH 24, 2022

Sign up to get free CPE for listening to this podcast [link] Download the Earmark CPE App Apple: [link] Android: [link] Connect with Our Guest, Todd Shapiro LinkedIn: [link] Learn more about the Illinois CPA Society Official website: [link] Connect with Blake Oliver, CPA LinkedIn: [link] Twitter: [link] Is the CPA profession fading away?

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Earmark Accounting Podcast

APRIL 29, 2022

Thank you to our sponsors Accountests: [link] BooksTime: [link] Sign up to get free CPE for listening to this podcast [link] Download the Earmark CPE App Apple: [link] Android: [link] Connect with Our Guest, Brandon Hall LinkedIn: [link] Learn more about Hall CPA PLLC Company website: [link] Connect with Blake Oliver, CPA LinkedIn: [link] Twitter: (..)

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Earmark Accounting Podcast

APRIL 12, 2023

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. 04:33) - What does the subscription model look like for accounting firms? (13:10) 16:41) - Why there is a shortage on accountants? (26:39)

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Earmark Accounting Podcast

OCTOBER 20, 2023

Mike 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. 07:06) - Are you allowed to use Excel at Google? (09:04)

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CPA Accounting Accounting Financial Reporting 59

Earmark Accounting Podcast

JANUARY 31, 2023

Sign up to get free CPE for listening to this podcast [link] Download the Earmark CPE App Apple: [link] Android: [link] Connect with Michael on LinkedIn: [link] Learn more about Reconciled: [link] Connect with Blake Oliver, CPA LinkedIn: [link] Twitter: [link] Michael Ly, founder and CEO of Reconciled, shares his advice for accountants, CPAs, and (..)

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Earmark Accounting Podcast

MARCH 18, 2022

Learn why a solo CPA like Jay wanted to join a larger firm plus lessons learned from High Rock’s previous acquisition.

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Earmark Accounting Podcast

FEBRUARY 8, 2022

The CPA pipeline is shrinking. The IRS is in trouble. Diversity efforts have stalled. GAAP continues to decline in relevance. So how do we fix it? Sue Coffey and Tom Hood join to discuss these issues and what the AICPA is doing to help.

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Earmark Accounting Podcast

JUNE 15, 2023

Sponsor Check our Sponsor LiveFlow — Advanced Financial Reporting on Autopilot In 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. 29:24) - How did you do all the accounting for PopSockets? 28:52) - What is FBM? (29:24)

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Jetpack Workflow

JUNE 18, 2024

Accounting can be a rewarding career. But for small accounting firms, you’ll often face other hardships that are a bit different from being a general large business owner. As well as some of our thoughts after working with thousands of accountants and bookkeepers. Hardest Part of Being a Small Accounting Firm?

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Earmark Accounting Podcast

SEPTEMBER 6, 2024

Join 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.

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Earmark Accounting Podcast

AUGUST 23, 2024

Whether you're in sports, entertainment, or another industry, discover how to apply these creative accounting practices to transform your financial approach. Whether you're in sports, entertainment, or another industry, discover how to apply these creative accounting practices to transform your financial approach.

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Earmark Accounting Podcast

MARCH 1, 2024

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 Shaping QuickBooks' (..)

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QuickBooks CPA Bookkeeping Tax 59

Earmark Accounting Podcast

OCTOBER 21, 2022

One common reason is that owners struggle to maintain the high quality their clients expect as they delegate work to staff. Learn simple steps you can take to implement Quality Management in your organization.

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CPA Accounting Accounting Bookkeeping 52

Earmark Accounting Podcast

SEPTEMBER 29, 2023

Jerry 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. 20:31) - Why are soft skills so important for accountants these days? (24:24)

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Accounting Accounting CPA Financial Reporting 59

Earmark Accounting Podcast

SEPTEMBER 14, 2023

Think the pathway to owning an accounting firm is linear? In this episode, Blake has a fascinating conversation with Scott “OKR” Scarano, an accounting firm owner with an unconventional background. Scott gives an honest account of his journey—the highs, the lows, and the lessons learned along the way. Think again. Think again.

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Earmark Accounting Podcast

AUGUST 9, 2024

Join 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."

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Earmark Accounting Podcast

FEBRUARY 23, 2022

And he should know because his company SoftLedger is a cloud-based general ledger that supports cryptocurrency accounting. And he should know because his company SoftLedger is a cloud-based general ledger that supports cryptocurrency accounting. How do you account for crypto in a business? What is the future of cryptocurrency?

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General Ledger Accounting Accounting CPA 40

Earmark Accounting Podcast

JULY 30, 2024

Sponsor MakersHub - [link] Chapters (00:52) - Overview of Government Frauds (01:58) - The Case of Rita Crundwell (06:43) - How Rita Crundwell Was Caught (14:36) - The Case of Claudia Viles (32:17) - The Fat Leonard Scandal Unveiled (33:43) - Exorbitant Invoices and Ignored Red Flags (34:45) - Bravo Zulus and Dirty Work (36:13) - Security Measures and (..)

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CPA Invoicing Tax 45

Jetpack Workflow

MAY 22, 2024

We’ve talked with hundreds of accounting professionals over the years and gained an inside look at how the top CPA firms organize their client work. The difference between an unorganized accounting firm and one that runs like clockwork is that organized firms implement and continually improve their workflows.

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Accounting Accounting Payroll CPA 59

Earmark Accounting Podcast

APRIL 13, 2022

Sign up to get free CPE for listening to this podcast [link] Download the Earmark CPE App Apple: [link] Android: [link] Connect with Our Guest, Isaac Heller LinkedIn: [link] Learn more about Trullion [link] Connect with Blake Oliver, CPA LinkedIn: [link] Twitter: [link] Blake talks with Issac Heller about the new lease accounting standards, whether (..)

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Accounting Accounting CPA Auditing 40

Earmark Accounting Podcast

JUNE 28, 2024

(31:02) - Case Study: Mega Food Processor (38:40) - How to Work with JM Tax Advocates (43:14) - Advice for Aspiring Property Tax Specialists (44:45) - Conclusion and Contact Information Sign up to get free CPE for listening to this podcast [link] Download the Earmark CPE App Apple: [link] Android: [link] Connect with Our Guest, Josh Malancuk, CPA, (..)

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Earmark Accounting Podcast

OCTOBER 18, 2023

Wayne 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. Chapters (00:44) - Why do an Employee Stock Ownership Plan(ESOP) now? (47:47)

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