Cloud Accounting Podcast

APRIL 26, 2023

FTX had 80,000 transactions in Ask My Accountant; the crazy cost accounting behind EY's failed breakup; using ChatGPT for financial statement analysis; what the tech world thinks AI will automate in accounting and more! Interested in sponsoring the Cloud Accounting Podcast? We appreciate you!

CPA 98

CPA Financial Statements Accounting Accounting 98

Cloud Accounting Podcast

OCTOBER 30, 2023

Today, we are honoring the life of Joshua Lance, CPA, founder of Lance CPA Group, who passed away in October at the age of 40 after a battle with cancer. Kenji represented the many voices in the accounting profession that Josh was a part of. Josh's presence will be deeply missed in the accounting community.

CPA 72

CPA Accounting Accounting 72

Cloud Accounting Podcast

SEPTEMBER 19, 2024

Blake and David meet with Kenyth Holdefer, who shares his unconventional path to becoming a CPA. Kenyth details how he obtained his bachelor's and master's degrees in just over four months through Western Governors University's competency-based education model, followed by passing all four CPA exams within six months.

CPA 50

CPA Accounting Accounting 50

Cloud Accounting Podcast

FEBRUARY 16, 2024

Blake and David talk with Chayton Farlee, an accounting student at the University of the Pacific, about his journey into accounting and his thoughts on the profession. Sponsorships Are you interested in sponsoring the Cloud Accounting Podcast? Need Accounting Conference Info? Need Accounting Conference Info?

CPA 53

CPA Accounting Accounting Bookkeeping 53

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.

CPA 45

CPA Accounting Accounting Tax 45

Earmark Accounting Podcast

JUNE 3, 2024

Kick-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.

CPA 45

CPA Accounting Accounting 45

Earmark Accounting Podcast

SEPTEMBER 20, 2024

Join 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. Despite not being a CPA himself, Kyle brings a fresh perspective to the accounting world.

CPA 45

CPA Accounting Accounting Tax 45

Analytix Finance & Accounting

JULY 18, 2023

CPA firms play a critical role in today’s complex financial landscape. However, operating a successful CPA firm comes with its fair share of challenges. From constantly changing regulatory requirements to fierce competition, CPA firms often face obstacles that can hinder their growth and profitability.

CPA 52

CPA Customer Service Tax Bookkeeping Services 52

Cloud Accounting Podcast

MAY 30, 2023

We're joined by Ashley the CPA (@seattle_tax) to talk about artificial intelligence coming soon to Microsoft products plus all the news you can use at the intersection of accounting and technology. Interested in sponsoring the Cloud Accounting Podcast? DIAL (202) 695-1040 Need Accounting Conference Info?

CPA 52

CPA Accounting Accounting 52

Cloud Accounting Podcast

OCTOBER 4, 2023

CPA LinkedIn : [link] Website : [link] Need CPE? Subscribe to the Earmark Accounting Podcast: [link] Get CPE for listening to podcasts with Earmark CPE: [link] Get in Touch Thanks for listening and for the great reviews! Interested in sponsoring the Cloud Accounting Podcast? DIAL (202) 695-1040 Need Accounting Conference Info?

CPA 89

CPA Accounting Accounting 89

Cloud Accounting Podcast

JANUARY 30, 2024

Amongst the topics covered, they explore working as a TurboTax preparer to barriers faced by career-changers entering public accounting. They go on to debate the root causes behind accounting's heavy workloads and offer perspectives on how licensing rules and firm profitability shape experiences. Need Accounting Conference Info?

CPA 50

CPA Accounting Accounting 50

Cloud Accounting Podcast

DECEMBER 22, 2023

They also talk about an accounting reference in the new Trolls movie and the need for more diverse and positive CPA portrayals in media. 28:25) - Berkshire Hathaway lawsuit (38:51) - SmileDirectClub declares bankruptcy (45:37) - Thoughts on accountants doing IT audits (51:03) - How much money do Americans need to be happy? (01:04:24)

CPA 65

CPA Auditing Tax Accounting 65

Cloud Accounting Podcast

NOVEMBER 7, 2022

Meet Our Guest, Jason Sheehan CPA, Director of Finance, Griid LinkedIn: [link] Learn more about Griid Website: [link] Need CPE? Subscribe to the Earmark Accounting Podcast: [link] Get CPE for listening to podcasts with Earmark CPE: [link] Get in Touch Thanks for listening and for the great reviews! We appreciate you!

CPA 52

CPA Accounting Accounting 52

accountingfly

APRIL 5, 2021

This webinar is part of our Bill.com Automating Success series. In addition, this webinar will also highlight and help identify key issues and fixes in our fictional case study. This webinar was sponsored by Gusto. Testimonials from this Webinar: “Very informative for me as an older Baby Boomer. .”

CPA 52

CPA Accounting Accounting 52

Cloud Accounting Podcast

MARCH 27, 2023

We'll dive deep into the pressing issues surrounding the 150-hour rule, the talent shortage facing CPA firms in Minnesota, and how MNCPA is exploring alternative pathways to licensure. Tune in as we explore innovative solutions for keeping the CPA career path competitive and bridging the gap for aspiring professionals.

CPA 52

CPA Accounting Accounting 52

Cloud Accounting Podcast

MAY 16, 2023

Subscribe to the Earmark Accounting Podcast: [link] Get CPE for listening to podcasts with Earmark CPE: [link] Show Notes KPMG pens deal with MindBridge to apply AI to digital audits | Accounting Today [link] We ran the CPA exam through ChatGPT and it failed miserably | Accounting Today [link] I Cloned Myself With AI.

CPA 52

CPA Auditing Tax Billing 52

Cloud Accounting Podcast

DECEMBER 6, 2023

Blake and David discuss updates from the AICPA's Talent Pipeline Committee, including surprises about the high dropout rate of accounting majors in college. They also explore new custom AI capabilities in ChatGPT that allow users to create specialist bots and speculate on applications for accounting firms. DIAL (202) 695-1040.

CPA 69

CPA Accounting Accounting 69

Cloud Accounting Podcast

DECEMBER 21, 2023

Lexy Kessler, National Pipeline Advisory Group (NPAG) chair and Sue Coffey, Chief Executive Officer – Public Accounting with AICPA join us for a special bonus episode to address the accounting talent crisis and talk about how we can improve the CPA pipeline. Need Accounting Conference Info? DIAL (202) 695-1040.

CPA 47

CPA Accounting Accounting 47

Cloud Accounting Podcast

APRIL 19, 2023

57:50) - Blake co-wrote an article for CPA Practice Advisor (01:02:31) - Wrap up and where to reach us Need CPE? 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?

CPA 96

CPA Accounting Accounting QuickBooks 96

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.

General Ledger 45

General Ledger CPA Payroll Accounting 45

accountingfly

MAY 16, 2022

Is your firm struggling with retaining accounting talent or making hires? CPA firm turnover is at record levels, leaving firm staff overwhelmed and struggling to deliver for clients. Jeff founded the staffing platform Accountingfly and is the CEO of Padgett , a large tax accounting firm. If so, your firm is not alone.

CPA 52

CPA Tax Accounting Accounting 52

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. Don't miss this opportunity to revolutionize your hiring process!

CPA 45

CPA Accounting Accounting 45

Cloud Accounting Podcast

OCTOBER 30, 2024

In this episode, Amber Setter returns to discuss the AICPA and NASBA's newly proposed competency-based pathway to CPA licensure, offering a 150-hour-rule alternative. There's also talk on the challenges facing the profession, including stagnant salaries and declining CPA numbers. Need Accounting Conference Info?

CPA 50

CPA Accounting Accounting 50

Cloud Accounting Podcast

JULY 11, 2023

The Accounting Podcast (formerly the Cloud Accounting Podcast) is the world's #1 accounting, bookkeeping, and tax podcast! Join us weekly for a roundup of accounting news, analysis, and interviews. Interested in sponsoring the Cloud Accounting Podcast? DIAL (202) 695-1040 Need Accounting Conference Info?

CPA 52

CPA Auditing Account Bookkeeping Tax 52

Xero

MARCH 1, 2023

I’m delighted to announce that Xero has partnered with Parolla , to offer Xero accounting and bookkeeping partners and small business customers a free VAT solution, enabling you to easily prepare and generate revenue-compliant VAT3 returns for direct upload to Revenue Online Services (ROS). We’ll show you how you can file a return with ease.

XERO 228

XERO Bookkeeping Reconciling CPA 228

Cloud Accounting Podcast

MARCH 8, 2023

Guest: Dr. Josh McGowan, CPA from Troy University; Blake calculates the cost of the 150-hour rule; Minnesota says AICPA & NASBA are not the regulators; Accounting department budgets at risk Sponsors Uncat - [link] LiveFlow - [link] First Republic Bank - [link] Need CPE? Interested in sponsoring the Cloud Accounting Podcast?

Accounting 96

Accounting Accounting CPA QuickBooks 96

Cloud Accounting Podcast

MARCH 15, 2023

Join us for a conversation with Ken Bishop, President and CEO of NASBA, as he shares his insights into the shrinking CPA pipeline. We'll be discussing the controversial 150-hour rule and possible solutions to the growing accounting talent shortage. Interested in sponsoring the Cloud Accounting Podcast?

CPA 40

CPA Accounting Accounting 40

Cloud Accounting Podcast

AUGUST 30, 2023

Blake and David discuss issues relating to the accounting profession's talent pipeline, including a high school student's negative experience in her first accounting class and efforts by state CPA societies to reduce licensing barriers. in Legal Costs Every Day [link] 150 Hours is a Barrier - Really!

Accounting 69

Accounting Accounting XERO CPA 69

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?

Reconciling 45

Reconciling Accounting Accounting CPA 45

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.

CPA 45

CPA Accounting Accounting 45

Cloud Accounting Podcast

MAY 13, 2024

Cody Turley, CPA and Certified Fraud Examiner, joins Blake and David to discuss his SEC career path, describing what it's like to investigate securities law violations. He emphasizes that while Big Four experience is valuable, it's not the only way to have a successful and meaningful accounting career. Need Accounting Conference Info?

Accounting 47

Accounting Accounting CPA 47

Cloud Accounting Podcast

SEPTEMBER 28, 2023

The recent moratorium on Employee Retention Credit (ERC) claims has big implications for accounting and tax professionals. In this episode, we break down what the ERC moratorium means and the key things you need to know as an accountant or tax preparer. Arellano, CPA PFS CGMA LinkedIn: [link] Need CPE? We appreciate you!

Tax 69

Tax Accounting Accounting CPA 69

Accounting Tools

JULY 17, 2024

In the accounting field, the state boards of accountancy all require a significant amount of CPE for certified public accountants (CPAs). If this does not happen within a reasonable period of time, then the person's CPA certificate is revoked. Writing on accounting topics. Teaching about accounting topics.

CPA 75

CPA Auditing Accounting Accounting 75

Cloud Accounting Podcast

OCTOBER 4, 2024

Blake and David discuss a controversial TurboTax ad campaign encouraging people to "break up" with their tax professionals, analyze survey data on AI adoption in accounting firms, and critically examine proposed changes to CPA licensure requirements. Sponsorships Are you interested in sponsoring the Cloud Accounting Podcast?

Auditing 47

Auditing Tax CPA Accounting 47

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."

Tax 49

Tax Corporation Tax CPA Bookkeeping 49

Cloud Accounting Podcast

MAY 30, 2024

Mfon Akpan, Assistant Professor of Accounting at Methodist University joins Blake and David for a conversation on the impact of AI on accounting education, the challenges faced by accounting graduates entering the workforce, and the future of the CPA profession. Need Accounting Conference Info? DIAL (202) 695-1040.

Accounting 50

Accounting Accounting CPA 50

Cloud Accounting Podcast

JULY 9, 2024

Today, Blake and David explore how artificial intelligence is reshaping accounting, discussing its potential to handle 70% of information-based tasks and impact workflows like data collection, reconciliation, and client services.

CPA 50

CPA Tax QuickBooks Collections 50