Earmark Podcast | Earn Free Accounting CPE

Erica Goode, CPA, reveals how she built a thriving $200K accounting firm working just 15 hours a week. Discover the power of niching, efficient processes, and work-life balance in this candid discussion. Erica will share her journey from corporate burnout to entrepreneurial success, offering practical insights on pricing strategies, time management, and building authority in your niche. 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.

(Originally recorded on October 16, 2024, on Earmark Webinars+)

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• (02:39) - Welcome Erica to the Show

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Connect with Our Guest, Erica Goode

LinkedIn: https://www.linkedin.com/in/erica-goode-cpa-00205616/

Connect with Blake Oliver, CPA

LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/

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. Learn how firms shift from "total hours worked" to holistic evaluations of effectiveness, client satisfaction, and quality. We'll also discuss service diversification, internal mobility, and technology investments. Plus, get insights on Sikich's recent $250M Bain Capital investment. Don't miss this opportunity to understand the future of accounting firms!

(Originally recorded on September 26, 2024, on Earmark Webinars+)

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• (00:39) - Meet Ryan Spohn, CFO of Sikich

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Connect with Our Guest, Ryan Spohn

LinkedIn: https://www.linkedin.com/in/ryan-spohn-9b21431/

Connect with Blake Oliver, CPA

LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/

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. expat issues, and strategies for effective cross-border tax preparation. Whether you're planning an international move or interested in global accounting, gain valuable insights from Eric's journey and learn how to bridge cultures in the world of tax. Don’t miss this opportunity to enhance your international tax expertise!

(Originally recorded on September 16, 2024, on Earmark Webinars+)

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• (01:19) - Eric's Journey from Philosophy to Accounting

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Connect with Our Guest, Eric Azevedo

LinkedIn: https://www.linkedin.com/in/ericazevedo

Connect with Blake Oliver, CPA

LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/

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. We'll explore:

- The benefits of integrating wealth management and accounting services
- How non-traditional backgrounds can lead to innovative approaches
- Candid insights into client feedback that CPAs rarely hear
- Strategies for delivering the integrated advice clients truly want

(Originally recorded on August 1, 2024, on Earmark Webinars+)

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• (01:05) - Kyle's Journey into Wealth Management and CPA Integration

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Connect with Our Guest, Kyle Walters
LinkedIn: https://www.linkedin.com/in/kyledwalters

Connect with Blake Oliver, CPA

LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/

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. Gain valuable insights on preparing for a sale, negotiating terms, and ensuring a smooth transition for your clients and team. Whether you're considering selling your firm now or in the future, this session offers actionable strategies and expert advice to help you navigate the process successfully.

(Originally recorded on August 27, 2024, on Earmark Webinars+)

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• (01:09) - Founding ClickPNW: Lynette and Craig's Journey

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Connect with Our Guests:

Lynnette Oss Connell
LinkedIn: http://linkedin.com/in/lynnette-oss-connell-cpa

Craig Connell
LinkedIn: http://www.linkedin.com/in/craigconnellcpa

Connect with Blake Oliver, CPA

LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/

Blake Oliver interviews Savannah Bananas CFO Tim Naddy to learn unconventional strategies for explosive business growth. Discover how this innovative sports entertainment team achieved a million-fan waitlist and sold out over 200 consecutive games. Tim will share insights on creating innovative revenue streams, developing fan-centric KPIs to drive profitability, and managing financial risks in rapidly scaling businesses. Whether you're in sports, entertainment, or another industry, discover how to apply these creative accounting practices to transform your financial approach. Walk away with actionable strategies to enhance customer engagement, boost growth, and reimagine your business's financial success.

(Originally recorded on August 7, 2024, on Earmark Webinars+)

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• (00:00) - How to Earn CPE

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Connect with Our Guest, Tim Naddy
LinkedIn: http://www.linkedin.com/in/drtimnaddy221b

Learn more about The Savannah Bananas
https://thesavannahbananas.com/

Connect with Blake Oliver, CPA

LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/

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." Discover how tax policies impact everyday expenses like housing, healthcare, and education, and learn surprising historical tax facts such as the 18th-century British “window tax” and its relevance to today's proposed wealth taxes.

(Originally recorded on July 25, 2024, on Earmark Webinars+)

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• (00:46) - Introducing 'Taxocracy'

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Connect with Our Guest, Scott Hodge

LinkedIn: https://www.linkedin.com/in/scottahodge/

Connect with Blake Oliver, CPA

LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/

Greg Kyte and Caleb Newquist of the Oh My Fraud podcast share their favorite government fraud cases they've covered on the Oh My Fraud podcast, including Rita Crundwell's $53 million municipal fraud in Dixon, Illinois, and Claudia Viles' $500,000 tax-collector fraud in Anson, Maine. They also examine the "Fat Leonard" Navy contracting fraud, Eddie Tipton's lottery rigging scheme, and some pandemic-related frauds like PPP and EIDL abuse.

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• (00:52) - Overview of Government Frauds

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Connect with Our Guests:

Greg Kyte, CPA

Website: http://www.comedyCPE.com
X: https://twitter.com/gregkyte
LinkedIn: https://www.linkedin.com/in/gregkyte/
 
Caleb Newquist

X: https://twitter.com/cnewquist
LinkedIn: https://www.linkedin.com/in/calebnewquist/

Learn more about Oh My Fraud

Website: https://ohmyfraud.com/

Connect with Blake Oliver, CPA

LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/

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. Discover the benefits of apprenticeship programs, which KBS CFO has successfully implemented. Robin will share insights from her experience running a Results Only Work Environment and discuss how these innovative practices can help your firm attract and retain top talent. Don't miss this opportunity to revolutionize your hiring process!

(Originally recorded on June 19, 2024, on Earmark Webinars+)

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• (01:57) - Robin Thieme's Background and Firm Overview

Earn CPE for this episode!

https://www.earmark.app/course/c41e6910-586a-474d-ae77-febfce14898f

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Connect with Our Guest, Robin H Thieme, CITP, CGMA, CPA
LinkedIn: https://www.linkedin.com/in/kbscfo/

Learn more about KBS CFO
Website: https://www.kbscfo.com/#

Connect with Blake Oliver, CPA

LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/

Blake discusses the intricacies of property tax assessments and appeals with Josh Malancuk, President and Founder of JM Tax Advocates. Josh explains how his firm helps businesses minimize their property tax liabilities by providing a more accurate market value for their properties, which often differs from the assessor's valuation. He walks through the appeal process, the importance of meeting deadlines, and shares a case study where his firm saved a client millions of dollars in property taxes.

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• (01:04) - Meet Josh Malancuk: Property Tax Specialist

Download the Earmark CPE App
 
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Connect with Our Guest, Josh Malancuk, CPA, CMI
LinkedIn: https://www.linkedin.com/in/josh-malancuk-cpa-cmi-a5997619/

Learn more about JM Tax Advocates
https://jmtaxadvocates.com/

Connect with Blake Oliver, CPA

LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/