Explorez tous les épisodes du podcast Earmark Podcast | Earn Free Accounting CPE
| Titre | Date | Durée | |
|---|---|---|---|
| The Savannah Bananas' Playbook for Unconventional Business Growth | 23 Aug 2024 | 01:03:21 | |
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+) Sponsor Chapters
Get CPE for this episode Sign up to get free CPE for listening to the Earmark Podcast Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Learn more about The Savannah Bananas Connect with Blake Oliver, CPA | |||
| How Taxes Shape Our Economy and Lives | 10 Aug 2024 | 00:55:54 | |
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+) Sponsor Chapters
Get CPE for this episode here: https://www.earmark.app/c/1675 Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
LinkedIn: https://www.linkedin.com/in/scottahodge/ Connect with Blake Oliver, CPA | |||
| Making Audit Matter Again: The Future of Assurance | 08 Apr 2024 | 00:54:40 | |
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 and chart a new direction focused on value-added assurance. You’ll get a dynamic diagnosis of threats plus practical ideas to transform the profession before external forces make change urgent. Discover what’s at stake if audit no longer matters and how leadership today can write a better tomorrow. (This episode originally aired on February 28, 2024 on Earmark Webinars+) Sponsor Chapters
Get CPE for this episode https://app.earmarkcpe.com/?course_id=61ef9d38-e9be-432e-aca8-aa7072cdf30e Sign up to get free CPE for listening to the Earmark Podcast Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Website: https://www.accountabilityplus.com/
| |||
| How Expat Clients Can Legally Slash Their Tax Bill | 22 Mar 2024 | 00:54:53 | |
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 expat clients can exclude $120,000 in foreign earned income, set up offshore corporate structures to cut their tax rate in half, eliminate 15% self-employment tax, and more. Sponsor Chapters
https://earmarkcpe.com Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Website: https://onlinetaxman.com/ Connect with Blake Oliver, CPA | |||
| Hollywood Accounting: A CPA's Journey Into Entertainment | 08 Mar 2024 | 00:59:44 | |
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 creativity with business strategy. Gain insight into entertainment studios’ complex “Hollywood Accounting” practices around profit participation and residuals. Understand Kendale’s integral role as crypto assets shape future accounting standards. Appreciate his vision to directly integrate CPA abilities into AI applications. If you want to hear an unconventional accounting journey and glimpse the opportunities for accountants to impact media and emerging technologies, join us for Kendale’s exclusive look behind the scenes. Sponsor Chapters
https://earmarkcpe.com Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
LinkedIn: https://www.linkedin.com/in/kendale-king-cpa-90916721/ Connect with Blake Oliver, CPA | |||
| The Future of QuickBooks | 01 Mar 2024 | 00:58:43 | |
(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 where they think QuickBooks is moving into for 2024 and beyond. Chapters
Earn CPE for this episodehttps://app.earmarkcpe.com/?course_id=8b2e537a-e5f6-4c4d-a94f-c93b44000eba Sign up to get free CPE for listening to the Earmark Podcast Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Connect with Blake Oliver, CPA | |||
| How AI is Transforming and Disrupting Audit | 22 Feb 2024 | 00:56:50 | |
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 some challenges around adopting these tools, such as security fears, poor system integration, and partners resistant to change. Sponsor Chapters
https://earmarkcpe.com Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Website: https://www.novoco.com/ Connect with Blake Oliver, CPA | |||
| Solving Accounts Payable Pain Points with MakersHub | 09 Feb 2024 | 00:48:49 | |
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 implementations. Learn how starting with solving the accounts payable data entry pain point allows them to streamline workflows while accounting firms and their clients gain efficiency. They also highlight the benefits of the MakersHub partner program for accountants. Sponsor Chapters
https://earmarkcpe.com Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Charley Howe LinkedIn: https://www.linkedin.com/in/charles-howe-7a9816118 LinkedIn: https://www.linkedin.com/in/phong-ngo Learn more about MakersHub Website: http://www.discover.makershub.ai/ Connect with Blake Oliver, CPA | |||
| From Public Accounting to Tech Unicorn IPOs With Brandt Kucharski | 26 Jan 2024 | 01:02:46 | |
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 of the first "unicorn" startups, the process of scaling accounting teams and controls, nonprofit work with the Holiday Heroes Foundation, and thoughts on increasing accounting talent amid growing complexity. Sponsor Chapters
https://earmarkcpe.com Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
LinkedIn: https://www.linkedin.com/in/brandtkucharski/ Connect with Blake Oliver, CPA | |||
| Harness the Power of AI: Practical Uses for Accountants | 13 Jan 2024 | 01:00:02 | |
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 through real-world examples of using AI for document analysis, tax research, correspondence, transcript review, drafting/editing, and more. Whether you're a sole practitioner or work in a large firm, this episode will equip you with actionable tactics to drive efficiency with existing clients and expand your advisory services. Don't let AI disrupt accounting without you! Chapters
https://earmarkcpe.com Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
| |||
| Overcoming Burnout to Create a Sustainable Accounting Practice | 04 Jan 2024 | 00:59:28 | |
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 model, measuring impact rather than hours worked, outsourcing certain tasks, and focusing on specific value-added services. Patil also describes how his company helps accounting firms efficiently leverage offshore talent. Sponsor Chapters
https://earmarkcpe.com Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
LinkedIn: https://www.linkedin.com/in/hitendrapatil/
Connect with Blake Oliver, CPA | |||
| The Young CPA Perspective on the Talent Shortage | 18 Dec 2023 | 01:03:24 | |
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 path at traditional firms, the value of remote work, and the need for more women leaders and work-life balance in the accounting industry. Hannah and Joey also promote changing the accounting profession to be more adaptable and inclusive. Sponsor Chapters
https://earmarkcpe.com Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Hannah Hood
LinkedIn: https://www.linkedin.com/in/joey-kinney-cpa-60658188/
Website: https://www.summitcpa.net Connect with Blake Oliver, CPA | |||
| Our Favorite Government Frauds: An Interview with the Hosts of "Oh My Fraud" | 30 Jul 2024 | 00:59:43 | |
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. Sponsor Chapters
https://earmarkcpe.com Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Greg Kyte, CPA Website: http://www.comedyCPE.com X: https://twitter.com/cnewquist Learn more about Oh My Fraud Website: https://ohmyfraud.com/ Connect with Blake Oliver, CPA | |||
| How Logan Graf Built a Dream Firm in Three Years | 30 Nov 2023 | 01:10:09 | |
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 service packages to maximize profits. Blake and Logan talk about automating the client onboarding process, and key strategies around requiring upfront payments. This eye-opening episode is full of actionable advice to help CPAs accelerate firm growth and build their dream practice. Sponsor Chapters
https://earmarkcpe.com Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Learn more about The Graf Tax Co. PLLC Connect with Blake Oliver, CPA | |||
| Jody Grunden's $10 Million Secret: Weekly Client Meetings | 20 Nov 2023 | 01:07:15 | |
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 in his commitment to regular client meetings. In this enlightening discussion, Jody unveils his strategy of revolutionizing client relationships by transitioning from traditional monthly engagements to weekly touchpoints. Tune in now to unlock the potential of this simple yet transformative shift, enabling you to enhance your advisory services and propel your firm's growth to new heights. Sponsor Chapters
Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
LinkedIn: https://www.linkedin.com/in/jodygrunden Connect with Blake Oliver, CPA | |||
| Accounting Firm Marketing In The Era of Generative AI | 03 Nov 2023 | 00:51:07 | |
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 from their websites. Sponsor Chapters
Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
LinkedIn: https://www.linkedin.com/in/davidmtoth Connect with Blake Oliver, CPA | |||
| From Auditor to Google: How Mike Manalac Landed His Dream Job in Accounting | 21 Oct 2023 | 00:59:04 | |
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 opens up about hustling into big tech, regrouping after rejection, taking calculated risks, and breaking out of the "lazy river" career approach. Mike dishes creative tips for personal branding, nailing interviews, and landing your dream accounting job. His story proves that with grit and imagination, accountants can forge exciting careers beyond the stereotypes. Sponsor Chapters
Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
LinkedIn: https://www.linkedin.com/in/mikemanalac Connect with Blake Oliver, CPA | |||
| Becoming Employee-Owned: How BDO Broke Out of the Partner Model | 18 Oct 2023 | 00:51:22 | |
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 the ESOP aims to attract and retain talent in the accounting profession and provide employees at all levels with an ownership stake in the firm. Chapters
https://earmarkcpe.com Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
LinkedIn: https://www.linkedin.com/in/wayneberson/ Learn more about BDO Website: https://www.bdo.com/ Connect with Blake Oliver, CPA | |||
| An Alternative To Advisory: Collaborative Accounting | 05 Oct 2023 | 00:52:37 | |
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 financial management. They delve into various aspects of this new approach, including FreshBooks' certification program, dedicated support for accounting partners, and a community for accountants to exchange best practices and insights. Prepare to be inspired by the transformative power of Collaborative Accounting! Sponsor To learn more about Collaborative Accounting and join the FreshBooks partner program, visit https://freshbooks.com/accountants Chapters
Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
LinkedIn: https://www.linkedin.com/in/twylav/?originalSubdomain=ca Learn more about FreshBooks: Website: https://www.freshbooks.com/ Connect with Blake Oliver, CPA | |||
| Soft Skills, Not Spreadsheets: Keys to a Successful Accounting Career | 29 Sep 2023 | 01:00:11 | |
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 emphasizes the importance of soft skills like communication, empathy, and relationship-building, arguing that technical expertise alone is not enough. He shares how to navigate busy season without burning out, urging accountants to speak up about their personal commitments. Jerry also shares tips on expanding your business acumen, stressing the need to deeply understand a client’s strategy and industry. We also reflect on lessons learned, and why young accountants need to allocate time to networking and relationship-building earlier in their careers. Finally, Jerry weighs the pros and cons of different career paths, while emphasizing the need to find the right fit based on your personality and interests. Whether you’re a student or young professional, this episode offers indispensable guidance to maximize your career as an accountant. Sponsor Chapters
https://earmarkcpe.com Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Read Jerry's book, Advice for a Successful Career in the Accounting Profession: How to Make Your Assets Greatly Exceed Your Liabilities: https://a.co/d/azkmFmO Connect with Blake Oliver, CPA | |||
| From Felon to Firm Owner: An Unconventional Path in Accounting | 14 Sep 2023 | 01:07:06 | |
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 dealing drugs, got kicked out of UNC, and ended up with a felony conviction. But with persistence and grit, Scott cleaned up his act, got back on track with his accounting degree, and hustled his way up to leading an accounting practice approaching $2 million in annual revenue. Scott gives an honest account of his journey—the highs, the lows, and the lessons learned along the way. He talks about the mistakes he made scaling his firm and the tools and systems he implemented to get “out of the work” and create more freedom in his life. These days Scott is pursuing his creative passions, like rapping as "OKR," while his firm runs smoothly in the background. His story offers inspiration that firm ownership isn't one-size-fits-all and that with the right mindset and support, unlikely entrepreneurs can thrive in accounting. Sponsor Chapters
https://earmarkcpe.com Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Learn more about Scott's firm, Padgett NC Website: https://raleigh.padgettadvisors.com/index.php Connect with Blake Oliver, CPA | |||
| Beat the House: Tax Strategies to Offset Gambling Winnings | 18 Aug 2023 | 00:54:43 | |
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 in gambling taxation, as he breaks down federal and state requirements for reporting gambling income. Zak leverages his decade-plus of experience advising recreational and professional gamblers across the country to explain what counts as gambling income, how to properly track activity, when winnings must be reported, and how losses can be used to lower your tax bill. With insights ranging from tax forms to watch out for to foreign reporting requirements, this episode helps gamblers and tax professionals alike formulate strategies to minimize the house's take. Sponsor Chapters
https://earmarkcpe.com Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Twitter: https://twitter.com/ZakTheCPA Learn more about Zachary Zimbile, CPA Website: https://www.zakthecpa.com/ Connect with Blake Oliver, CPA | |||
| Did They Just Kill Desktop? 2023 QuickBooks Update with Hector Garcia, CPA | 04 Aug 2023 | 00:48:26 | |
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 2024 edition. QBO Advanced still needs improvements, like reverting to a static navigation bar, and Hector is excited about new integrations with QuickBooks Checking. Tune in for insights from Hector Garcia, CPA, on the past, present, and future of Intuit’s small business accounting software. Sponsor Chapters
https://earmarkcpe.com Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
LinkedIn: https://www.linkedin.com/in/hectormgarciacpa/ Subscribe to updates about the Unofficial QuickBooks Podcast: http://eepurl.com/iw4kpE | |||
| Practical Strategies for Recruiting and Retaining Top Talent in Accounting | 11 Jul 2024 | 01:04:21 | |
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+) Sponsor Chapters
Earn CPE for this episode! https://www.earmark.app/course/c41e6910-586a-474d-ae77-febfce14898f Sign up to get free CPE for listening to the Earmark Podcast Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Learn more about KBS CFO | |||
| From EY to Starbucks to Startups with Keeley Favoino, CPA, Controller at Foxtrot | 19 Jul 2023 | 01:15:25 | |
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 the company grew, so did the need for a more robust accounting system. Keeley led the transformation from cash basis accounting to GAAP financials using QuickBooks Online, creating streamlined processes and establishing communication channels between departments. As Foxtrot continued to expand, Keeley and her team decided to upgrade to NetSuite, a platform that could better handle their reporting needs and integrate well with their existing tech stack. Sponsor Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Chapters
LinkedIn: https://www.linkedin.com/in/keeley-favoino/ https://foxtrotco.com/ | |||
| Finances Uncovered: Empowering OnlyFans Creators with Expert Accountancy | 28 Jun 2023 | 00:53:47 | |
Blake Oliver is joined by Katherine Studley and Jim. Katherine and Jim specialize in helping OnlyFans creators and sex workers with their accounting and tax needs. They discuss the unique challenges facing these clients, as well as the common misconceptions and stereotypes surrounding the industry. Katherine shares how she built her business through TikTok and Instagram, and Jim explains how their pricing structure and hiring practices have contributed to their success. Tune in to learn more about this fascinating and underserved niche in the accounting world. Sponsor Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Chapters
Katherine Studley:
| |||
| From 3 Orders a Day to $300 Million in Revenue: Scaling Accounting at PopSockets | 15 Jun 2023 | 01:05:16 | |
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 supply chain to accounting for inventory costs. Stacey also reveals insights around simplifying supply and the importance of real-time data for accurate accounting. Sponsor Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Chapters
LinkedIn: https://www.linkedin.com/in/feldmanstacey/ Learn more about Full Send Finance https://www.fullsendfinance.com/ Connect with Blake Oliver, CPA | |||
| Pro Wrestling, Anime, and Financial Modeling with Ariel Menche | 25 May 2023 | 00:58:54 | |
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 best practices for financial model development. Sponsor Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Connect with Our Guest, Ariel MencheLinkedIn: https://www.linkedin.com/in/ariel-menche/ Learn more about Raftel Strategy https://raftelstrategy.com/ | |||
| How Accountants Can Profit From The Subscription Economy | 12 Apr 2023 | 01:07:56 | |
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 for anyone interested in the subscription industry, which is projected to surpass $1 trillion by 2025. Many thanks to our sponsor, Anchor! Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Chapters
Learn more about Verasage Website: http://verasage.com Get Ron's book "Time's Up!: The Subscription Business Model for Professional Firms": https://amzn.to/3y7Gfxb
| |||
| To be, or not to be a CPA firm with Chase Birky of Dark Horse CPAs | 29 Mar 2023 | 00:55:04 | |
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 the accounting profession to attract and retain more young talent. 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. Many thanks to our sponsor, LiveFlow! Chapters
https://earmarkcpe.com Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Learn more about Dark Horse CPAs Connect with Blake Oliver, CPA | |||
| The Chick-fil-A of payroll providers with Tim Petrey of HD Davis CPAs | 16 Mar 2023 | 00:53:49 | |
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 advisory firm and how they acquired small practices to grow. Tim also emphasizes the importance of adopting technology to streamline processes. Tune in to hear more about Tim's journey and the lessons he learned along the way. Many thanks to our sponsor, LiveFlow! Chapters
https://earmarkcpe.com Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
LinkedIn: https://www.linkedin.com/in/petreycpa/ Website: http://hddaviscpas.pro | |||
| 6,000 clients and $7 million gross revenue in 12 years with Ben Sutton of Mazuma | 28 Feb 2023 | 01:00:52 | |
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 don't provide, and he wanted to give them the support they need. He found it possible to offer bookkeeping services at a low cost, as long as the scope of services and what clients can and cannot do is carefully limited. Many thanks to our sponsor, LiveFlow! Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Show Notes Listen to the Earmark Podcast interview with Argel Sabillo referenced in this episode: https://podcast.earmarkcpe.com/episodes/building-an-offshore-team-in-the-philippines-from-0-to-15-staff-in-4-years Connect with Our Guest, Ben Sutton LinkedIn: https://www.linkedin.com/in/benleesutton/ Learn more about Mazuma Connect with Blake Oliver, CPA | |||
| Why diverse accountants quit the profession according to the Illinois CPA Society | 15 Feb 2023 | 00:52:40 | |
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 profession should do about it. Many thanks to our sponsor, LiveFlow! Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Accountants and DEI: By the numbers | Accounting Today https://www.accountingtoday.com/list/accountants-and-dei-by-the-numbers
Todd Shapiro Kari Natale Learn more about the Illinois CPA Society http://icpas.org | |||
| How to buy an accounting firm with Michael Ly of Reconciled | 31 Jan 2023 | 00:45:16 | |
Sign up to get free CPE for listening to this podcast Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Connect with Blake Oliver, CPA | |||
| The Art of Challenging Property Tax Assessments | 01 Jul 2024 | 00:45:51 | |
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. Sponsor Chapters
https://earmarkcpe.com Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Learn more about JM Tax Advocates Connect with Blake Oliver, CPA | |||
| How to build a six-figure firm on Instagram with Sandra York | 06 Jan 2023 | 01:00:16 | |
Thanks to our sponsor, Accountests for making this episode possible! To learn more about Accountests, visit: https://earmarkcpe.promo/accountests Sign up to get free CPE for listening to this podcast Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
LinkedIn: https://www.linkedin.com/in/sandra-york-551baa84/ Learn more about Fit Money Coach Website: http://fitmoneycoach.com | |||
| Profitable bookkeeping for under $200 per month with Michael Alliman | 13 Dec 2022 | 00:57:45 | |
Many thanks to our sponsor, LiveFlow! Sign up to get free CPE for listening to this podcast Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Learn more about Michael's firm: https://www.allimanbusinessgroup.com/ Connect with Blake Oliver, CPA | |||
| Outsourced controllership with team & technology featuring Félix Latour of Le Contrôleur | 06 Dec 2022 | 01:02:26 | |
Thank you to our sponsor, ApprovalMax! To learn more about ApprovalMax, visit: https://earmarkcpe.promo/approvalmax Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Learn about Le Controleur: Apps Felix highlighted in the episode: Connect with Blake Oliver, CPA | |||
| Building an offshore team in the Philippines: From 0 to 15 staff in 4 years with Argel Sabillo | 25 Nov 2022 | 01:02:29 | |
Many thanks to our sponsor, LiveFlow! Sign up to get free CPE for listening to this podcast Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
LinkedIn: https://www.linkedin.com/in/argelsabillocpa/ Learn more about DTLA CPA Website: http://dtlacpa.com Visit heyApril: https://heyapril.io/ Connect with Blake Oliver, CPA | |||
| Why Peloton co-founder Graham Stanton wants you to IPO on QuickBooks | 17 Nov 2022 | 01:02:43 | |
Thanks to our sponsor, Avise! Sign up to get free CPE for listening to this podcast Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Learn more about Avise: https://avise.com Connect with Blake Oliver, CPA | |||
| Keep calm & automate your client onboarding with Korey Cournoyer of GrowthLab Financial | 07 Nov 2022 | 00:53:39 | |
Many thanks to our sponsor, LiveFlow! Sign up to get free CPE for listening to this podcast Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Learn more about GrowthLab Financial Connect with Blake Oliver, CPA | |||
| Quality Management: The secret to a scalable accounting practice with John Rea and Rachel Fisch | 21 Oct 2022 | 00:53:39 | |
Sign up to get free CPE for listening to this podcast Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
John Rea Learn how Scrutinize helps accounting and bookkeeping firms close client books faster and more accurately: https://www.scrutinize.io/ Rachel Fisch Learn more about RealtyTax: https://realtytax.ca/ Connect with Blake Oliver, CPA | |||
| Why is tax software stuck in the stone age? Peter Wen of Tallyfor has the answer | 11 Oct 2022 | 00:46:00 | |
Sign up to get free CPE for listening to this podcast Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Learn more about Tallyfor Connect with Blake Oliver, CPA | |||
| If you want to grow, you need a COO according to Rita Keller of Keller Advisors | 24 Sep 2022 | 01:04:48 | |
This episode is sponsored by Jirav. Learn more at jirav.com/earmark Sign up to get free CPE for listening to this podcast Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Learn more Keller Advisors, LLC | |||
| Developing a cutting edge sales tax practice for e-commerce with LedgerGurus | 07 Sep 2022 | 00:52:55 | |
Thanks to Our Sponsors! Accountests: https://www.accountests.com/ Sign up to get free CPE for listening to this podcast Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Brittany Brown: https://www.linkedin.com/in/brittany-brown-b8324812/ Learn more about LedgerGurus https://ledgergurus.com/about/ LedgerGurus University https://ledgergurus.thinkific.com/ Connect with Blake Oliver, CPA | |||
| Achieving Work-Life Harmony in Accounting with The 3.3 Rule | 18 Jun 2024 | 00:48:08 | |
John Briggs, founder of Incite Tax and author of "The 3.3 Rule" joins Blake to explain his approach to ending burnout in accounting while increasing productivity, which involves working for up to three hours followed by a 30% recovery period. They explore how this method can double productivity compared to the traditional 8-hour workday, and John provides practical tips for implementing it in accounting firms. Sponsor Chapters
https://earmarkcpe.com Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
LinkedIn: https://www.linkedin.com/in/johnbriggscpa/ Learn more about Incite Tax & Accounting Website: https://incitetax.com/ Connect with Blake Oliver, CPA | |||
| Your future may be Your Part-Time Controller — with founder Eric Fraint | 30 Jul 2022 | 01:03:43 | |
Thanks to our Sponsors: Sign up to get free CPE for listening to this podcast: Download the Earmark CPE App: Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with our guest : Eric Fraint - President and Founder of Your Part-Time Controller, LLC Learn more about Your Part-Time Controller : Connect with Blake Oliver, CPA | |||
| Scaling startup finance with David Wieseneck, VP Finance @ Demostack | 11 Jul 2022 | 00:50:40 | |
Many thanks to our sponsor, ApprovalMax, for making this episode possible! Sign up to get free CPE for listening to this podcast Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
LinkedIn: https://www.linkedin.com/in/davidwieseneck/ Learn more about Demostack https://www.demostack.com/about Connect with Blake Oliver, CPA | |||
| The path towards advisory in tax with Jorge Olavarrieta and Minal Babaria | 13 Jun 2022 | 00:48:08 | |
Thanks to our Sponsor! Sign up to get free CPE for listening to this podcast Download the Earmark CPE App Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Intuit's The Path to Advisory white paper
Learn more about Intuit Minal Babaria, CPA, CTC, CEO and Founder of KB Tax Deviser CPAs Learn more about KB Tax Deviser CPAs Connect with Blake Oliver, CPA | |||
| How to communicate financial information to normal people with Geni Whitehouse | 10 May 2022 | 00:57:55 | |
Sponsors BooksTime: https://www.bookstime.com/accountants Sign up to get free CPE for listening to this podcast
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
LinkedIn: https://www.linkedin.com/in/evenanerd
Official website for Impactful Advisor: https://theimpactfuladvisor.com/
| |||