Earmark Accounting Podcast

MARCH 20, 2025

Chapters (00:00) - Nicolas Boucher's Journey and AI in Accounting (03:11) - Practical Applications of AI in Accounting (04:07) - Demonstration: Cohort Analysis with ChatGPT (08:56) - Challenges and Solutions with AI Tools (15:50) - Advanced Data Visualization with AI (22:52) - AI's Surprising Insight with Box Plots (25:48) - Integrating AI with Excel (..)

Financial Reporting 40

Financial Reporting CPA Accounting Accounting 40

Earmark Accounting Podcast

OCTOBER 18, 2024

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. Discover innovative strategies for attracting and retaining top talent, including Sikich's alternative practice structure and novel performance metrics.

CPA 49

CPA Billing Accounting Accounting 49

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)

CPA 52

CPA Auditing Accounting Accounting 52

Earmark Accounting Podcast

JUNE 3, 2024

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. It's time to BREAK THE MOLD (TM) and lead the transition toward the future of professional services and the CPA industry.

CPA 45

CPA Accounting Accounting 45

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)

CPA 52

CPA QuickBooks Small Business Accounting Payroll 52

Earmark Accounting Podcast

OCTOBER 6, 2024

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.

CPA 45

CPA Tax Accounting Accounting 45

Earmark Accounting Podcast

APRIL 22, 2024

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.

CPA 45

CPA Auditing Accounting Accounting 45

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. 01:10:40) - What advice would you give to a young public accountant that is interested in startups? (01:14:26)

CPA 52

CPA QuickBooks Financial Reporting Bookkeeping 52

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?

CPA 40

CPA 40

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.

CPA 40

CPA Accounting Accounting 40

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: (..)

CPA 40

CPA Tax 40

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.

CPA 40

CPA Accounting Accounting 40

Earmark Accounting Podcast

NOVEMBER 29, 2023

Rising CPA star Logan Graf joins Blake to discuss his success in growing a profitable firm in just three years. PLLC [link] Connect with Blake Oliver, CPA LinkedIn: [link] Twitter: [link] Rising CPA star Logan Graf joins Blake to discuss his success in growing a profitable firm in just three years. (01:03:32)

CPA 59

CPA Tax 59

Earmark Accounting Podcast

NOVEMBER 25, 2022

To learn more about LiveFlow, visit [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, Argel Sabillo, CPA LinkedIn: [link] Learn more about DTLA CPA Website: [link] Visit heyApril: [link] Connect with Blake Oliver, CPA LinkedIn: [link] Twitter: [link] (..)

CPA 52

CPA Tax Accounting Accounting 52

Earmark Accounting Podcast

MARCH 1, 2024

Software Company (37:22) - Intuit's Strategic Shift Towards Assisted Services (42:08) - The Future of Accounting: AI and Automation (48:02) - Listener Questions and Insights on QuickBooks Features (54:37) - Exploring TurboTax Verified Pro and Its Implications (57:08) - Closing Remarks and Resources Sign up to get free CPE for listening to this podcast (..)

QuickBooks 59

QuickBooks CPA Bookkeeping Tax 59

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

Earmark Accounting Podcast

OCTOBER 11, 2022

Sign up to get free CPE for listening to this podcast [link] Download the Earmark CPE App Apple: [link] Android: [link] Connect with Peter Wen LinkedIn: [link] Learn more about Tallyfor [link] Connect with Blake Oliver, CPA LinkedIn: [link] Twitter: [link] Peter Wen, CPA gives an overview of the tax software market for accounting firms.

Tax 52

Tax CPA Accounting Accounting 52

Earmark Accounting Podcast

JANUARY 5, 2023

To learn more about Accountests, visit: [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, Sandra York LinkedIn: [link] Follow Sandi on Instagram: [link] Learn more about Fit Money Coach Website: [link] Connect with Blake Oliver, CPA LinkedIn: [link] (..)

CPA 52

CPA Bookkeeping Tax Accounting 52

Earmark Accounting Podcast

OCTOBER 18, 2023

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, Wayne Berson LinkedIn: [link] Learn more about BDO Website: [link] Connect with Blake Oliver, CPA LinkedIn: [link] Twitter: [link]

CPA 59

CPA Accounting Accounting 59

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

Earmark Accounting Podcast

FEBRUARY 22, 2024

(49:04) - The Possibility of Private Equity Getting Involved (53:30) - The Importance of Self-Disruption (54:59) - Thanks For Listening and How To Reach Rob 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, Rob Valdez LinkedIn : [link] Twitter : [link] Learn (..)

Auditing 59

Auditing Financial Statements CPA 59

Earmark Accounting Podcast

FEBRUARY 15, 2023

Todd Shapiro and Kari Natale of the Illinois CPA Society join to discuss why and what the profession should do about it. Meanwhile, efforts to increase diversity in accounting firms have had disappointing results. Many thanks to our sponsor, LiveFlow!

CPA 52

CPA Accounting Accounting 52

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, (..)

Tax 45

Tax CPA 45

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 (..)

Reconciling 52

Reconciling CPA Accounting Accounting 52

Cloud Accounting Podcast

JANUARY 19, 2024

Blake and David mull over the Arizona CPA Society's survey revealing that 80% of Arizona CPAs support 150-hour-rule alternatives. Sponsors Zoho - [link] Relay - [link] Client Hub - [link] Chapters (00:29) - Blake goes over the Arizona Society of CPA's survey results (06:09) - Do 150-hour employees do better work? (09:38)

CPA 64

CPA Auditing Computation Accounting Software 64

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

Earmark Accounting Podcast

NOVEMBER 16, 2022

link] Sign up to get free CPE for listening to this podcast [link] Download the Earmark CPE App Apple: [link] Android: [link] Connect with Graham Stanton LinkedIn: [link] Learn more about Avise: [link] Connect with Blake Oliver, CPA LinkedIn: [link] Twitter: [link] Graham Stanton ran accounting and finance at Peloton.

QuickBooks 52

QuickBooks CPA Accounting Accounting 52

Earmark Accounting Podcast

DECEMBER 13, 2022

To learn more about LiveFlow, visit [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, Michael Alliman LinkedIn: [link] Learn more about Michael's firm: [link] Connect with Blake Oliver, CPA LinkedIn: [link] Twitter: [link] Learn how Michael Alliman (..)

Bookkeeping 52

Bookkeeping CPA 52

Earmark Accounting Podcast

DECEMBER 14, 2024

Join Blake Oliver as he interviews Yuri Kapilovich, a CPA who's cracked the code on balancing work and life in accounting. Discover how Yuri maintains a thriving practice while working just 10-15 hours per week outside tax season and a maximum of 40 hours during crunch time.

CPA 45

CPA Accounting Accounting Tax 45

Earmark Accounting Podcast

FEBRUARY 8, 2024

(47:00) - Thanks for listening and please reach out to learn more Sign up to get free CPE for listening to this podcast [link] Download the Earmark CPE App Apple: [link] Android: [link] Connect with Our Guests: Charley Howe LinkedIn: [link] Facebook: [link] Phong Ngo LinkedIn: [link] Learn more about MakersHub Website: [link] Connect with Blake Oliver, (..)

Accounts Payable 59

Accounts Payable Accounts Payable Data Entry Accounting 59

Earmark Accounting Podcast

OCTOBER 20, 2023

(37:36) - How to get through the phone screen (43:23) - Tips for in-person interviews (51:29) - Why Mike wrote "No Flux Given" (56:38) - How to reach Mike and get his book 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, Mike Manalac LinkedIn : [link] Website (..)

CPA 59

CPA Accounting Accounting Financial Reporting 59

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 (..)

CPA 45

CPA Invoicing Tax 45

Earmark Accounting Podcast

MARCH 22, 2024

(33:12) - The Exponential Savings of Offshore Structuring (35:36) - Exploring the Vibrant Culture of Carnival in Brazil (37:22) - Building a Strong Remote Team Culture (41:57) - Leveraging Technology for Remote Collaboration (45:04) - A Day in the Life of an Expat Entrepreneur (50:38) - The Transformative Experience of Living Abroad (53:23) - Wrapping (..)

Tax 59

Tax Billing CPA 59

Earmark Accounting Podcast

JANUARY 12, 2024

Chapters (00:00) - Introduction and Overview of AI Chatbots (00:53) - Potential of AI in Automating Accounting (02:25) - How AI Can Improve Communication in Accounting (03:01) - Current Usage of AI in Accounting (03:59) - Exploring Leading AI Chatbots (04:14) - Introduction to ChatGPT (06:04) - Introduction to Claude by Anthropic (06:45) - Introduction (..)

Accounting 59

Accounting Accounting CPA Tax 59

Earmark Accounting Podcast

JANUARY 4, 2024

58:25) - Thanks for listening and remember to earn your free CPE on Earmark 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, Hitendra R. DBSI) Website: [link] Connect with Blake Oliver, CPA LinkedIn: [link] Twitter: [link] Hitendra R. (51:31)

Accounting 59

Accounting Accounting CPA Billing 59

Earmark Accounting Podcast

OCTOBER 4, 2023

(45:08) - FreshBooks has top-notch support (46:01) - Community partnership is a huge part of this (47:10) - Wrap up and where to learn more about FreshBooks (50:32) - Remember to Earn Free CPE by listening to this Episode Sign up to get free CPE for listening to this podcast [link] Download the Earmark CPE App Apple: [link] Android: [link] Connect (..)

Accounting 59

Accounting Accounting CPA 59

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.

CPA 52

CPA Accounting Accounting Financial Reporting 52