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 (..)

Accounting 40

Accounting Accounting CPA Auditing 40

Earmark Accounting Podcast

FEBRUARY 3, 2022

One of the biggest stablecoin issuers, Tether, has never been audited. dollar - in theory - but that has never really been tested. dollar - in theory - but that has never really been tested. Dr. Sean Stein Smith joins the show to discuss Tether, the risks of unregulated stablecoins, and what accountants need to know.

CPA 40

CPA Auditing Accounting Accounting 40

IMA's Count Me

SEPTEMBER 13, 2020

In this episode, he talks with my co-host Mitch, about how a background in audit lends itself nicely to forensic accounting and business valuations. And so after I graduated, I was looking at, at the time, going through another year of school due to the 150 hours necessary to get my CPA. And it just kind of drew me up to that place.

Auditing 40

Auditing General Ledger Accounting Accounting 40

AvidXchange

FEBRUARY 1, 2022

To move up in this field, you’ll need to pass the rigorous certified public accountant (CPA) exam. To become a controller, you’ll need to learn more about corporate accounting as well as the impact of taxes, regulations and audits on corporate finances. Download the report and get a jump on the new year. Aiming for the top?

AP 52

AP Corporate Finance Accounts Payable Accounts Payable 52

IMA's Count Me

JANUARY 22, 2020

So I am a CPA and I practiced in public accounting for 14 years in the audit space. So I met him in the fall of 2015, you know, another coach, another CPA who had turned into a coach. And, and the work in audit is, well, it's just given me a lot of exposure to business things. Let's go over to the conversation now.

Accounting 40

Accounting Accounting CPA Auditing 40

Jetpack Workflow

JUNE 27, 2023

Lots of cloud-based software, tools, and applications out there claim to help CPA firms manage their practices with more streamlined precision. Download our free guide to learn how to deliver profitable client services in your firm. Extra : Can your firm add a service that is valued by clients and generates more revenue for you?

Accounting 52

Accounting Accounting Financial Reporting Cash Collection 52

Jetpack Workflow

JULY 11, 2023

In fact, 9 out of 10 accounting and audit firms currently struggle to fill open positions. Uncertainty is the new norm in business, and new challenges constantly arise that impact how a CPA firm and its clients operate. Download our exclusive book, Double Your Accounting Firm for free.

Accounting 40

Accounting Accounting CPA Auditing 40

IMA's Count Me

JANUARY 1, 2020

When I was a second year staff at the CPA firm I used to work for, I made a pretty significant error on one of our audit procedures. We had just finished field work and the error would require going back out to the client and re-performing the audit test. Michael was both CMA and CPA. His name was Mike Lawrence.

CPA 40

CPA Auditing Accounting Accounting 40

IMA's Count Me

JULY 29, 2019

If you're enjoying these learnings and don't want to miss out on future episodes, please be sure to subscribe, download, rate, and review. Five times she was named to the 40 under 40 by the CPA practice advisor and she was recognized four times as one of the most powerful women in accounting by CPA practice advisor and AICPA.

CPA 40

CPA QuickBooks General Ledger Financial Statements 40

IMA's Count Me

MAY 27, 2020

Paul Miller is a CPA with over 30 years of experience in the accounting industry. So, you know, you just mentioned the audit. Paul Miller, CPA is a driven individual and a tireless businessman with over 30 years in the accounting industry. Download and listen now! Mitch: (08:50) Sure. million dollars.

Tax 40

Tax Auditing CPA Billing 40

IMA's Count Me

FEBRUARY 26, 2020

It's not about an exam, whether it's the CMA exam, whether it's a CPA exam, whether it's the CFE exam, it's about your quest for knowledge and this lifelong learning desire that you need to have in you. in accounting from Virginia Tech and is a licensed CPA. I really stress in every class that I have is that it's not about the test.

CPA 40

CPA Accounting Accounting Auditing 40

Future Firm

APRIL 4, 2022

If you’re just starting your own cpa firm, you may not have any, but add some later when you do get them. There’s a reason why I stopped most other marketing activities to focus on blogging as a primary strategy to find new clients after my first year of starting a cpa firm. Bookkeeper360 does this well here: About page.

Bookkeeping 98

Bookkeeping Bookkeeping Services XERO QuickBooks 98

IMA's Count Me

AUGUST 22, 2021

Sometimes we'll do the audit work for the operating company. Have they set up the right audit committee to work through, you know, all things that are critical when you become a public company is something they should be thinking about. Download and listen now! Do they have the right board members?

Financial Reporting 40

Financial Reporting Auditing Accounting Accounting 40

IMA's Count Me

MARCH 10, 2021

Where do you currently have a skill gap and do that self audit. So basically did that self-audit, what do I need in order to be the type of professional and advisor that I want to be, and it's going to be the best for my clients and really serve my clients and my industry of accounting. Then you progress to half marathon.

Accounting 40

Accounting Accounting Corporation Tax Auditing 40

IMA's Count Me

OCTOBER 3, 2021

So our internal auditors and external auditors were able to audit and we were able to meet all our deadlines while other companies might have been struggling to kind of change things and have special actions taken during COVID-19. Download and listen to the whole episode now! We were already prepared in that front. His main takeaway?

AP 40

AP Account Reconciliation Computation Accounting 40

IMA's Count Me

JUNE 20, 2021

Laura Boyd, CPA, Vice President and Corporate Controller - North America at Hunter Douglas, joins Count Me In to talk about the softer skills required of finance and accounting professionals. Download and listen now!

Accounting 40

Accounting Accounting Cost Accounting Accounts Payable 40

IMA's Count Me

DECEMBER 11, 2019

And, and, and being very good about sharing it with others, you know, and trying to learn from each other, whether it's you're in public accounting or if you're an internal audit shop, it's like how can we learn from other entities that are out there and really having that learning mindset in a way where they're sharing well with each other there.

Accounting 40

Accounting Accounting CPA Auditing 40

IMA's Count Me

JUNE 21, 2020

Mazars USA LLP is a global accounting, advisory, audit, tax, consulting firm assisting clients in the most competitive industries in the world. John Confrey, CPA has more than 7 years of public accounting experience, providing attest and advisory services primarily in the real estate industry for both public and private companies.

Tax 40

Tax CPA Billing Payroll 40

Future Firm

AUGUST 22, 2022

Important categories to evaluate when choosing a workflow management software for your CPA firm. It’s nice to have an audit trail of the discussion and to be able to collaborate in-app versus in-email. To see the recorded time, however, you’d need to download a report. Online Payment Providers: Stripe and CPA.

Accounting 105

Accounting Accounting QuickBooks Accounting Software 105

Future Firm

SEPTEMBER 19, 2023

By guiding visitors toward specific actions like “Get a Free Consultation” or “Download Our Financial Planning Guide,” you encourage engagement and initiate meaningful interactions that could turn into conversions.

Accounting 98

Accounting Accounting CPA Bookkeeping 98

IMA's Count Me

JULY 25, 2021

And, you know, the easiest throwaway answer of course is internal audit is the oversight, but I think that the answer is probably a little bit deeper than that. Download and listen now! So that's the foresight piece kind of underlaying it all from my perspective, I guess, is oversight.

Computation 40

Computation Accounts Payable Accounts Payable Accounting 40

Earmark Accounting Podcast

JUNE 28, 2023

08:23) - Do you see sex workers being discriminated against in audits? (13:32) 08:23) - Do you see sex workers being discriminated against in audits? (13:32) Tune in to learn more about this fascinating and underserved niche in the accounting world. 13:32) - What deductions should OnlyFans creators be taking? (14:35)

Accounting 52

Accounting Accounting CPA Financial Reporting 52

IMA's Count Me

NOVEMBER 1, 2020

Brad is the President of DHG Search, where he provides advisory and recruiting services for candidates in finance, accounting, audit and tax. Brad Ledford, CMA, CPA, President of DHG Search in South Carolina, joins Count Me In to talk about today's job market. Download and listen now!

Accounting 40

Accounting Accounting CPA Auditing 40

IMA's Count Me

DECEMBER 8, 2019

And it was one of the best things that ever happened to me because I, you know, instead of auditing and you know, looking at kind of companies from an external lens, I was thrust right immediately into kind of an internal environment and industry. Download and listen now!

Record Keeping 40

Record Keeping Accounting Accounting CPA 40

IMA's Count Me

AUGUST 9, 2020

So that productivity is, when you, you can audit, obviously the first thing you want to do is try and see what tasks that you can just get rid of, and then once you've gotten rid of the tasks, you try and automate as much as you can. Download and listen now!

Accounting Software 40

Accounting Software Accounting Accounting QuickBooks 40

IMA's Count Me

DECEMBER 18, 2019

So often it's not, there are reviews done by internal audit and it's also not subject to external verification either. But that data needs to be a analyze with that professional eye, the rigor, the professional experiencing auditing and controls and bringing vigor and rigorous oversight to the data itself.

CPA 40

CPA Auditing Accounting Accounting 40

Cloud Accounting Podcast

MAY 9, 2024

The SEC charged Trump's audit firm with a massive fraud – 1,500 fake filings over 2.5 Plus, hundreds of small US banks are at risk due to commercial real estate loan exposure. We wrap with fintech and crypto news, including Mercury Bank's rapid growth and potential regulatory issues.

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Auditing CPA Accounting Accounting 49

IMA's Count Me

FEBRUARY 10, 2021

Alan has worked in Africa, Europe, and Latin America in a host of finance roles, including chief financial officer, chief audit executive, and several other board roles and executive roles. Download and listen in for inspiration to act now! Throughout his career spending about four decades.

Accounting 40

Accounting Accounting Management Accounting Auditing 40

IMA's Count Me

DECEMBER 22, 2019

Adam : (10:54) Now, do you see anything, like, have you seen any technologies or any things that, that would be able to help report on those intangibles that you just talked about? Luke : (11:02) I do believe audits within information systems will continue to be beneficial. Download, listen, rate, and review now!

Accounting 40

Accounting Accounting Financial Statements Computation 40

Cloud Accounting Podcast

JULY 20, 2020

Regulator Orders Big Four to Separate Audit Practices by 2024 – Wall Street Journal 32:27 – Debating the CPA License: Martin Zych + Blake Oliver + Brian Tankersley - CPA Review & More 33:40 – FASB Concepts Statement No. 8 – Conceptual Framework for Financial Reporting. David Leary: [00:04:53] I heard about that.

Accounting 40

Accounting Accounting Auditing QuickBooks 40

Cloud Accounting Podcast

MARCH 30, 2020

The fact that these deadlines haven't been extended is one of the reasons why, in most states, CPA firms are designated as critical businesses and are still open. There's a tweet from Meghan Valero, and she said that somebody, a Boston-area CPA, does not want to let his clients email tax documents, even if they're password-protected.

Accounting 40

Accounting Accounting Payroll Billing 40

IMA's Count Me

OCTOBER 31, 2021

I think because it is a little bit of a new space, but I think organizations like yours really help out because in a way I would compare it much easier than say going out and studying for the CPA. Gregory Kogan, CPA, joins Count Me In to talk about the value and importance of self-service analytics. Download and listen now!

Reconciling 40

Reconciling Computation CPA Management Accounting 40

Cloud Accounting Podcast

JUNE 1, 2020

They just don't have the manpower to audit even a tiny fraction. So, maybe that's all they'll do is do a tiny fraction, and the rest will just get automatically approved, or they'll approve them conditionally, and then reserve the right to go back and audit years later. They don't know if they're gonna have. They're already in debt.

Tax 40

Tax Billing QuickBooks Payroll 40

Cloud Accounting Podcast

AUGUST 25, 2020

After connecting your online marketplaces, AccountingSuite will download all your transactions for you to approve prior to entry into the accounting system. Sign this; send this in; we're done," right? David Leary: [00:31:33] Is it a problem with the CPA branding? People's expectations are like, "You're just a CPA, they're a CPA.

Accounting 40

Accounting Accounting QuickBooks Tax 40

Cloud Accounting Podcast

APRIL 27, 2020

After connecting your online marketplaces, AccountingSuite will download all your transactions for you to approve prior to entry into the accounting system. A major strength of AccountingSuite is its robust set of inventory management tools to track inventory levels, orders, sales, and deliveries from anywhere at any time.

Accounting 40

Accounting Accounting Tax Deposits 40

Cloud Accounting Podcast

JULY 14, 2020

So, I'm also cross-referencing this with the CPA Trendlines analysis that they did. CPA Trendlines says that 6,610 tax, accounting, payroll, and bookkeeping firms, so far, received millions in SBA-PPP money. There were the CPA firms, who were angling to force the banks to pay agent fees. Blake Oliver: [00:12:12] Yes.

XERO 40

XERO QuickBooks Tax Billing 40

Cloud Accounting Podcast

MAY 18, 2020

Well, do you remember how Mnuchin was threatening to audit every business that got a PPP loan? Then, Mnuchin started saying, "We're gonna audit people over 2 million; businesses over $2 million in PPP money are definitely gonna get audited." Then, they started saying that everybody's gonna get audited potentially.

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Payroll Billing Deposits Auditing 40