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Date: Friday, February 9, 2024 Time: 12:00 PM EST CPA: 1.00 Find out how their customers are scaling without adding headcount by building better processes and gaining insights with better reporting. Cost: FREE!
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.
As a CPA firm, you already know that tax season brings the need for organization, meticulous attention to detail, and efficient processes to ensure success. CPA firms grappling with staff shortages may find these challenges even more daunting. The good news is CPA firms can prepare for a smooth tax season.
More than 30 states are currently changing their CPA licensure rules, which is causing a lot of confusion. The piece features insights from CPA society CEOs in New York, California, Texas, Pennsylvania, and Florida who joined an Earmark webinar I moderated on this topic.
Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams.
Is the CPA exam fundamentally flawed? Dr. Josh McGowan of Troy University joins Blake Oliver to dissect these troubling statistics and explore how the 2024 CPA Evolution model may be inadvertently pushing candidates toward "easier" disciplines. Meet Our Guest, Dr. Josh McGowan, CPA LinkedIn: [link] X: [link] Need CPE?
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!
Blake and David meet with Geoffrey Brown of the Illinois CPA Society to examine some key findings from ICPAS's recent retention report, including top reasons for turnover, where departing accountants are going, and ideas for improving work-life balance. Sponsorships Are you interested in sponsoring the Cloud Accounting Podcast?
Blake and David explore the controversial H-1B visa program's impact on the accounting profession, particularly how firms like Deloitte reportedly pay visa holders 10% less than U.S. Sponsorships Are you interested in sponsoring the Cloud Accounting Podcast? Need Accounting Conference Info? DIAL (202) 695-1040.
Sponsorships Are you interested in sponsoring the Cloud Accounting Podcast? Need Accounting Conference Info? Let the listeners of The Accounting Podcast know by running a classified ad. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040. For details, read the prospectus.
CPA Exam prep rockstars Peter Olinto and Roger Philipp join Blake and David to discuss the evolution of the CPA Exam over time, the importance of making studying entertaining, and challenges facing the accounting profession like public accounting burnout. 05:12) - Do you have any nightmare CPA exam stories? (10:39)
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 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?
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?
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. Need Accounting Conference Info?
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?
This candid exchange offers insights into what truly underpins Bitcoins worth, how regulators and investors view it, and why blockchain technology is poised to reshape finance as we know it. Whether youre a skeptic or believer, this discussion reveals the evolving landscape of digital assets.
I had the pleasure of hosting Wendy Barlin , a seasoned CPA with over 25 years of experience in the accounting industry, a few weeks back on a great webinar. This webinar was rich with practical advice on managing workflows, fostering team engagement, and improving hiring practices. So make sure to watch this one in full!
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. .”
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?
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)
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 1 Get Blogging. #2
The 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.
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.
We’re joined by Heidi Henderson, EVP at Engineered Tax Services, for our weekly roundup of news at the intersection of accounting and technology. 49:56) - SBF student fund for improving humanity has run dry (51:06) - Revenue for the top 100 firms was up almost 20% (54:54) - What impact will AI make on accounting? (49:56)
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.
billion error (11:30) - Blake and David talked to Linda about alternative CPA pathway (15:37) - Blog Post on NASBA website on CPA pipeline problem (19:11) - Are salaries the bigger issue? (21:24) Show Notes Texas Close to Allowing CPA Candidates to Test with 120 Credits [link] South Carolina's Top Accountant to Step Down After $3.5
Join 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. Don't miss this opportunity to understand the future of accounting firms! Don't miss this opportunity to understand the future of accounting firms!
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!
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.
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?
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!
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.
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?
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!
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.
Jack Castonguay, CPA and Hofstra University professor, provides a critical analysis of proposed legislation to create a Strategic Bitcoin Reserve. Sponsorships Are you interested in sponsoring the Cloud Accounting Podcast? Need Accounting Conference Info? Need Accounting Conference Info? DIAL (202) 695-1040.
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.
Join 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.
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.
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.
Introduction Accounting practices have changed over time with new technologies, evolving customer demands, and business needs. Accounting firms are embracing these new trends to be in league with the new changes and better serve client demands. What is Accounting Trends? Why is it essential to Adopt The Latest Accounting Trends?
We're back from ExpensiCon in Italy with thoughts on Expensify's future and the future of spend management; a report from Kristen Keats at Accounting Today's Firm Growth Forum conference; ChatGPT coming soon to a Wendy's drive-thru near you! Interested in sponsoring the Cloud Accounting Podcast? We appreciate you!
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.
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