Earmark Podcast | Earn Free Accounting CPE

By Blake Oliver, CPA

What's Earmark Podcast | Earn Free Accounting CPE about?

This show is brought to you by Earmark, your source for podcast-based continuing education for accounting and tax professionals. You can earn CPE by listening to the episodes on this podcast and more! Sign up for our mobile app to earn free CPE whenever you want, wherever you go. Learn more at https://earmarkcpe.com.

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Earmark Podcast | Earn Free Accounting CPE episodes:

05.03.2024
The 5 Apps You Need In Your Accounting Firm
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...
04.22.2024
Navigating the Identity Crisis in the CPA Profession
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...
04.08.2024
Making Audit Matter Again: The Future of Assurance
Audit is at a crossroads. Commoditization and compliance mentalities have diminished its value. Now, auditors face an existential crisis. How can assurance stay relevant? Join Alan Anderson and Blake Oliver as they tackle pressing questions on audit's failure to innovate...
03.22.2024
How Expat Clients Can Legally Slash Their Tax Bill
Do you have clients living or working abroad who could save big on their taxes? In this episode, expat tax specialist Vincenzo Villamena outlines creative strategies US citizens overseas can use to legally reduce their tax burden. Learn how your...
03.08.2024
Hollywood Accounting: A CPA's Journey Into Entertainment
Blake’s conversation with Kendale King, CPA, gives an insider’s view into the intriguing world of entertainment finance. Kendale shares his transition from Big Four auditor to accounting for multi-million dollar studio deals. You’ll see a new side of accounting blending...
03.01.2024
The Future of QuickBooks
(Originally recorded on February 15, 2024 on Earmark Webinars+) Hector and Blake recount a brief history of QuickBooks Desktop vs QuickBooks Online through the end of 2023, the state of Intuit’s current offers and posturing in the market, and...
02.22.2024
How AI is Transforming and Disrupting Audit
Rob Valdez joins Blake to discuss how artificial intelligence and generative chatbots like ChatGPT could automate routine audit tasks. They also explore the potential to train staff more effectively, save significant time on substantive testing, draft higher quality work, and...
02.09.2024
Solving Accounts Payable Pain Points with MakersHub
Phong Ngo and Charley Howe join Blake to discuss how their accounts payable automation software is helping small and mid-sized manufacturers, construction companies, and other businesses capture detailed invoice data to enable precise job costing and reporting without expensive ERP...
01.26.2024
From Public Accounting to Tech Unicorn IPOs With Brandt Kucharski
Blake chats with Brandt Kucharski, former chief accounting officer at GrubHub and current CAO at Ethos Life, about his career journey from public accounting to leading startups through IPOs. They discuss Brandt's pivotal role in taking GrubHub public as one...
01.13.2024
Harness the Power of AI: Practical Uses for Accountants
On this bonus episode Blake explores how artificial intelligence will transform the accounting profession. You'll learn how leading AI tools and chatbots can help automate routine tasks, freeing you up to focus on more strategic, higher-value services. He'll also walk...
01.04.2024
Overcoming Burnout to Create a Sustainable Accounting Practice
Hitendra R. Patil joins Blake for an insightful conversation about the staffing shortage in the accounting profession, identifying overwork and lack of work-life balance as key issues causing high burnout rates. They explore potential solutions like dropping the billable hour...
12.18.2023
The Young CPA Perspective on the Talent Shortage
Blake is joined by two "Young" CPAs, Hannah Hood, and Joey Kinney, both virtual CFOs with Summit Virtual CFO by Anders. Among the topics of discussion are challenges for young accountants including low starting salaries, lack of flexibility and career...
11.30.2023
How Logan Graf Built a Dream Firm in Three Years
Rising CPA star Logan Graf joins Blake to discuss his success in growing a profitable firm in just three years. Logan shares his unique transparent approach, how he rapidly increases his pricing year over year, and how he structures productized...
11.20.2023
Jody Grunden's $10 Million Secret: Weekly Client Meetings
Jody Grunden, the founder of Summit CPA Group, was a trailblazer in establishing one of the first CPA firms specializing in virtual CFO services. They recently achieved an impressive $10 million in revenue. What propelled Jody's success? The key lies...
11.03.2023
Accounting Firm Marketing In The Era of Generative AI
David Toth of Winding River Consulting joins Blake to examine how digital marketing and AI are disrupting accounting firm marketing. They also look at how innovative firms use marketing automation, CRMs, and content marketing to generate leads and close deals...
10.21.2023
From Auditor to Google: How Mike Manalac Landed His Dream Job in Accounting
Mike Manalac, AKA "Mike from Accounting," joins the show to share his inspiring career journey and unconventional path from public accounting to a dream role at Google. Despite accounting stereotypes, Mike crafted his adventurous route to his ideal job. He...
10.18.2023
Becoming Employee-Owned: How BDO Broke Out of the Partner Model
Wayne Berson, CEO of BDO USA, joins Blake and guest host, David Leary, to discuss BDO's recent transition to an employee stock ownership plan (ESOP), making it the first major accounting firm to implement an ESOP structure. They discuss how...
10.05.2023
An Alternative To Advisory: Collaborative Accounting
Blake is joined by Twyla Verhelst, Head of Accountant Channel at FreshBooks, to discuss a groundbreaking concept in advisory known as "Collaborative Accounting." This innovative approach aims to enhance collaboration between accountants and clients by providing a platform for efficient...
09.29.2023
Soft Skills, Not Spreadsheets: Keys to a Successful Accounting Career
Jerry Maginnis has over 40 years of experience in the accounting profession. In this episode, he shares his journey from college student to managing partner at KPMG, offering advice to young accountants on how to build a successful career. Jerry...
09.14.2023
From Felon to Firm Owner: An Unconventional Path in Accounting
Think the pathway to owning an accounting firm is linear? Think again. In this episode, Blake has a fascinating conversation with Scott “OKR” Scarano, an accounting firm owner with an unconventional background. Before becoming a successful firm owner, Scott started...
08.18.2023
Beat the House: Tax Strategies to Offset Gambling Winnings
From tracking gambling sessions to offsetting winnings with losses, professional gamblers and enthusiasts alike need to know how to beat the house when it comes to taxes. Join Certified Public Accountant Zak Zimbile, owner of a remote CPA firm specializing...
08.04.2023
Did They Just Kill Desktop? 2023 QuickBooks Update with Hector Garcia, CPA
Major changes are afoot in the world of QuickBooks. QBO and Payroll prices are going up. Intuit is phasing out QuickBooks Desktop Pro while touting QuickBooks Online and Enterprise as the future, though Hector predicts Desktop will still have a...
07.19.2023
From EY to Starbucks to Startups with Keeley Favoino, CPA, Controller at Foxtrot
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. Foxtrot's accounting department was initially focused on bookkeeping, but as...
06.28.2023
Finances Uncovered: Empowering OnlyFans Creators with Expert Accountancy
Blake Oliver is joined by Katherine Studley and Jim Swiech, the founders of Prisma Tax Group. Katherine and Jim specialize in helping OnlyFans creators and sex workers with their accounting and tax needs. They discuss the unique challenges facing these...
06.15.2023
From 3 Orders a Day to $300 Million in Revenue: Scaling Accounting at PopSockets
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. They look at the challenges of scaling a startup, from tracking components in a...
05.25.2023
Pro Wrestling, Anime, and Financial Modeling with Ariel Menche
Ariel Menche recounts his FP&A; journey - from his tenure with KPMG and the WWE, to FP&A; consulting to startups. His strategic financial advisory story highlights valuable FP&A; lessons, including insights about data's impact on a CFO's role and establishing...
04.12.2023
How Accountants Can Profit From The Subscription Economy
In this episode, Blake and Ron Baker discuss the subscription economy. They delve into the origins of the terminology and how CPAs and accountants can provide more value to their clients by prioritizing relationships over services. This is a must-listen...
03.29.2023
To be, or not to be a CPA firm with Chase Birky of Dark Horse CPAs
We’re talking to Chase Birky, CEO and co-founder of Dark Horse CPAs, a non-traditional CPA firm. Learn the advantages and challenges of being a CPA firm, the importance of creating a positive work environment for staff, and the need for...
03.16.2023
The Chick-fil-A of payroll providers with Tim Petrey of HD Davis CPAs
Tim Petrey shares his journey from starting as a receptionist to becoming a partner in his CPA firm and founder of a payroll service. He discusses how his firm, HD Davis CPAs, evolved from a tax business to a full-service...
02.28.2023
6,000 clients and $7 million gross revenue in 12 years with Ben Sutton of Mazuma
Blake Oliver is joined by Ben Sutton, the founder of Mazuma. Mazuma offers core monthly bookkeeping services, reconciliations, basic financials, and tax returns for a flat fee of $180 per month. Ben believes small businesses need services traditional accounting firms...
02.15.2023
Why diverse accountants quit the profession according to the Illinois CPA Society
Half of accountants believe that diversity is important. Half do not. Meanwhile, efforts to increase diversity in accounting firms have had disappointing results. Todd Shapiro and Kari Natale of the Illinois CPA Society join to discuss why and what the...
01.31.2023
How to buy an accounting firm with Michael Ly of Reconciled
Michael Ly, founder and CEO of Reconciled, shares his advice for accountants, CPAs, and fellow entrepreneurs who are interested in purchasing a firm, based on his own experience as a buyer in three deals so far.
01.06.2023
How to build a six-figure firm on Instagram with Sandra York
Sandra York, CPA, burned out as a senior manager at a Top 100 accounting firm and set out on her own. Learn how she built a thriving bookkeeping and tax business on Instagram in 11 months while spending zero dollars...
12.13.2022
Profitable bookkeeping for under $200 per month with Michael Alliman
Learn how Michael Alliman of Alliman Business Group has built a profitable and sustainable bookkeeping business at a starting price of just $179 per month.
12.06.2022
Outsourced controllership with team & technology featuring Félix Latour of Le Contrôleur
Félix Latour of Le Contrôleur runs an outsourced accounting operation that provides a team approach to controllership with robust internal controls using the latest cloud accounting technology.
11.25.2022
Building an offshore team in the Philippines: From 0 to 15 staff in 4 years with Argel Sabillo
Argel Sabillo, CPA, left Deloitte to start his own accounting and tax firm, hiring offshore staff from the start. He shares mistakes, best practices, and secrets learned over four years as he grew the offshore team to 15.
11.17.2022
Why Peloton co-founder Graham Stanton wants you to IPO on QuickBooks
Graham Stanton ran accounting and finance at Peloton. He hired the first CFO, oversaw a troubled ERP implementation, and resolved to someday make it possible for every QuickBooks company to avoid a costly ERP implementation.
11.07.2022
Keep calm & automate your client onboarding with Korey Cournoyer of GrowthLab Financial
New client onboarding is one of the most challenging and painful aspects of running an accounting firm. But it’s also a significant opportunity to set yourself up for success. It sets the tone for the entire relationship. Grab a coffee...
10.21.2022
Quality Management: The secret to a scalable accounting practice with John Rea and Rachel Fisch
Why do so many accounting firms fail to grow effectively? One common reason is that owners struggle to maintain the high quality their clients expect as they delegate work to staff. Learn simple steps you can take to implement Quality...
10.11.2022
Why is tax software stuck in the stone age? Peter Wen of Tallyfor has the answer
Peter Wen, CPA gives an overview of the tax software market for accounting firms. Learn about the offerings from the Big Four vendors in tax (Drake, Intuit, Thomson Reuters, and Wolters Kluwer), who these products are for, and how to...
09.24.2022
If you want to grow, you need a COO according to Rita Keller of Keller Advisors
As one of the first CPA "firm administrators," Rita Keller grew an accounting practice from 11 people to a regional firm with over 125 people across three offices. Learn the number one thing holding back firms from growth, why hiring...
09.07.2022
Developing a cutting edge sales tax practice for e-commerce with LedgerGurus
Learn how to build a productive and profitable sales tax practice for your accounting firm from Brittany Brown and Kexin Smith of LedgerGurus.
07.30.2022
Your future may be Your Part-Time Controller — with founder Eric Fraint
Today we're talking to Eric Fraint, the founder and President of Your Part-Time Controller, LLC - a top 100 Accounting Firm! Eric shares why he started his firm, the move of his employees to remote work, and how he has...
07.11.2022
Scaling startup finance with David Wieseneck, VP Finance @ Demostack
Today, we're talking about scaling startup finance with David Wieseneck, VP Finance at Demostack. David divulges why he avoided ERP as long as he possibly could. Then, we move on to examining his strategy around using tools and add-ons to...
06.13.2022
The path towards advisory in tax with Jorge Olavarrieta and Minal Babaria
We're continuing the Path to Advisory series and now moving on to tax. Today, I'm joined by Jorge Olavarrieta, Intuit's VP of Product Management and Design, and Minal Babaria, CPA, CTC, CEO and founder of KB Tax Deviser CPAs to...
05.10.2022
How to communicate financial information to normal people with Geni Whitehouse
Geni Whitehouse teaches us why communication matters and how to adjust our communication to different personality profiles so that accountants can become more effective advisors to our clients.
04.30.2022
Real talk with "The Real Estate CPA," Brandon Hall of Hall CPA PLLC
Brandon Hall built a marketing funnel that gets his firm 400 inbound inquiries per month translating to 30-40 new tax planning clients. He also manages his 33-person firm without timesheets. Learn what he looks at instead of hours to manage...
04.13.2022
Who cares about lease accounting? with Issac Heller of Trullion
Blake talks with Issac Heller about the new lease accounting standards, whether or not investors really care, what accountants need to know either way, how accountants can create transparency for auditors to make audits better for all, and more.
04.01.2022
The Path to Advisory in Client Accounting Services (Part 3 of 3) with Dan Gertrudes of GrowthLab Financial
We all want to add advisory services to our outsourced accounting practices to increase our value and make more money. But what does that mean and how do we do it? In this three-part series, Dan Gertrudes details how his...
03.24.2022
How to save the CPA with Todd Shapiro of the Illinois CPA Society
Is the CPA profession fading away? What can we do to fix it? In this bonus episode, Blake meets with Todd Shapiro, President and CEO of the Illinois CPA Society to talk about the current state of the profession, what...

What's Earmark Podcast | Earn Free Accounting CPE about?

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Earmark Podcast | Earn Free Accounting CPE episodes:

The 5 Apps You Need In Your Accounting Firm

Navigating the Identity Crisis in the CPA Profession

Making Audit Matter Again: The Future of Assurance

How Expat Clients Can Legally Slash Their Tax Bill

Hollywood Accounting: A CPA's Journey Into Entertainment

The Future of QuickBooks

How AI is Transforming and Disrupting Audit

Solving Accounts Payable Pain Points with MakersHub

From Public Accounting to Tech Unicorn IPOs With Brandt Kucharski

Harness the Power of AI: Practical Uses for Accountants

Overcoming Burnout to Create a Sustainable Accounting Practice

The Young CPA Perspective on the Talent Shortage

How Logan Graf Built a Dream Firm in Three Years

Jody Grunden's $10 Million Secret: Weekly Client Meetings

Accounting Firm Marketing In The Era of Generative AI

From Auditor to Google: How Mike Manalac Landed His Dream Job in Accounting

Becoming Employee-Owned: How BDO Broke Out of the Partner Model

An Alternative To Advisory: Collaborative Accounting

Soft Skills, Not Spreadsheets: Keys to a Successful Accounting Career

From Felon to Firm Owner: An Unconventional Path in Accounting

Beat the House: Tax Strategies to Offset Gambling Winnings

Did They Just Kill Desktop? 2023 QuickBooks Update with Hector Garcia, CPA

From EY to Starbucks to Startups with Keeley Favoino, CPA, Controller at Foxtrot

Finances Uncovered: Empowering OnlyFans Creators with Expert Accountancy

From 3 Orders a Day to $300 Million in Revenue: Scaling Accounting at PopSockets

Pro Wrestling, Anime, and Financial Modeling with Ariel Menche

How Accountants Can Profit From The Subscription Economy

To be, or not to be a CPA firm with Chase Birky of Dark Horse CPAs

The Chick-fil-A of payroll providers with Tim Petrey of HD Davis CPAs

6,000 clients and $7 million gross revenue in 12 years with Ben Sutton of Mazuma

Why diverse accountants quit the profession according to the Illinois CPA Society

How to buy an accounting firm with Michael Ly of Reconciled

How to build a six-figure firm on Instagram with Sandra York

Profitable bookkeeping for under $200 per month with Michael Alliman

Outsourced controllership with team & technology featuring Félix Latour of Le Contrôleur

Building an offshore team in the Philippines: From 0 to 15 staff in 4 years with Argel Sabillo

Why Peloton co-founder Graham Stanton wants you to IPO on QuickBooks

Keep calm & automate your client onboarding with Korey Cournoyer of GrowthLab Financial

Quality Management: The secret to a scalable accounting practice with John Rea and Rachel Fisch

Why is tax software stuck in the stone age? Peter Wen of Tallyfor has the answer

If you want to grow, you need a COO according to Rita Keller of Keller Advisors

Developing a cutting edge sales tax practice for e-commerce with LedgerGurus

Your future may be Your Part-Time Controller — with founder Eric Fraint

Scaling startup finance with David Wieseneck, VP Finance @ Demostack

The path towards advisory in tax with Jorge Olavarrieta and Minal Babaria

How to communicate financial information to normal people with Geni Whitehouse

Real talk with "The Real Estate CPA," Brandon Hall of Hall CPA PLLC

Who cares about lease accounting? with Issac Heller of Trullion

The Path to Advisory in Client Accounting Services (Part 3 of 3) with Dan Gertrudes of GrowthLab Financial

How to save the CPA with Todd Shapiro of the Illinois CPA Society