Earmark Accounting Podcast

MAY 23, 2025

What if private equity could transform accounting firms without sacrificing their independence? With CPAs needing to be 2.7 With CPAs needing to be 2.7 David Wurtzbacher, founder of Ascend, shares how his "anti-rollup" model allows firms to maintain their identities while accessing enterprise-level resources.

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CPA Accounting Accounting 40

Earmark Accounting Podcast

MARCH 28, 2025

Chapters (00:58) - Explaining the PCAOB (01:59) - Inspection and Enforcement Programs (03:53) - Sampling and Inspection Frequency (05:58) - Challenges for Smaller Audit Firms (10:50) - State of Audit Quality (14:03) - Deficiency Rates and Their Implications (31:34) - PCAOB's Role and Accountability (37:11) - Has the PCAOB Improved Audit Quality? (49:23)

Auditing 40

Auditing CPA Accounting Accounting 40

Future Firm

SEPTEMBER 19, 2023

In this post, we’ll discuss key considerations for effective accounting website design and showcase a variety of inspiring examples that can guide your own creative approach. As such, instead of promoting your accounting skills, always prioritize client-centric messaging throughout your website. Let’s go!

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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. Don't miss this opportunity to understand the future of accounting firms! Don't miss this opportunity to understand the future of accounting firms!

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Earmark Accounting Podcast

MAY 1, 2025

What happens after the ink dries on an accounting firm acquisition? Michael Ly and Ashley Rhoden reveal why many buyers overinvest in the purchase but underinvest in the crucial integration phase. Michael Ly and Ashley Rhoden reveal why many buyers overinvest in the purchase but underinvest in the crucial integration phase.

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CPA Financial Operations Financial Operations Payroll 40

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)

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Earmark Accounting Podcast

JUNE 3, 2024

Kick-start a new era in accountancy with Alan Whitman, the former CEO of Baker Tilly US. 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.

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CPA Accounting Accounting 45

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.

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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.

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CPA Auditing 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)

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CPA QuickBooks Small Business Accounting Payroll 52

Future Firm

MAY 17, 2022

If you’re looking for the best marketing for accountants’ strategies, you’ve come to the right place. Most of these methods I’ve personally used myself to help take my cloud accounting firm from scratch to sale in just 5 years. Marketing for Accountants 101. 4 Viral Marketing for Accountants. #5 Table of Contents.

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Accounting Accounting CPA Bookkeeping 98

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. 08:45) - What did the accounting team look like when you joined? (01:10:40)

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CPA QuickBooks Financial Reporting Bookkeeping 52

Earmark Accounting Podcast

OCTOBER 4, 2023

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.

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Earmark Accounting Podcast

FEBRUARY 8, 2024

Phong Ngo and Charle 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.

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Accounts Payable Accounts Payable Data Entry 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.

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CPA Accounting Accounting Tax 45

Earmark Accounting Podcast

FEBRUARY 15, 2023

Half of accountants believe that diversity is important. 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. Half do not. Many thanks to our sponsor, LiveFlow!

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CPA Accounting Accounting 52

Earmark Accounting Podcast

JANUARY 4, 2024

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. Patil also describes how his company helps accounting firms efficiently leverage offshore talent. Hitendra R.

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Accounting Accounting CPA Billing 59

Earmark Accounting Podcast

JANUARY 12, 2024

On this bonus episode Blake explores how artificial intelligence will transform the accounting profession. Don't let AI disrupt accounting without you! Don't let AI disrupt accounting without you!

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Accounting Accounting CPA Tax 59

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.

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CPA Accounting Accounting 40

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 (..)

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Reconciling CPA Accounting Accounting 52

Earmark Accounting Podcast

OCTOBER 20, 2023

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. 07:06) - Are you allowed to use Excel at Google? (09:04)

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CPA Accounting Accounting Financial Reporting 59

Earmark Accounting Podcast

JANUARY 26, 2024

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.

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Accounting Accounting CPA 59

Earmark Accounting Podcast

APRIL 12, 2023

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. 04:33) - What does the subscription model look like for accounting firms? (13:10) 16:41) - Why there is a shortage on accountants? (26:39)

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CPA Accounting Accounting Billing 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. Yuri will share his insights on transforming accounting from a grueling profession into an enjoyable and rewarding career. Dont miss this opportunity to make your career more fulfilling and efficient!

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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?

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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: (..)

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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.

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CPA Accounting Accounting 40

Earmark Accounting Podcast

OCTOBER 21, 2022

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 Management in your organization.

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CPA Accounting Accounting Bookkeeping 52

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. 29:24) - How did you do all the accounting for PopSockets? 28:52) - What is FBM? (29:24)

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CPA Accounting Accounting Financial Reporting 52

Earmark Accounting Podcast

JULY 11, 2024

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.

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CPA Accounting Accounting 45

Earmark Accounting Podcast

SEPTEMBER 29, 2023

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. 20:31) - Why are soft skills so important for accountants these days? (24:24)

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Accounting Accounting CPA Financial Reporting 59

Earmark Accounting Podcast

SEPTEMBER 14, 2023

Think the pathway to owning an accounting firm is linear? In this episode, Blake has a fascinating conversation with Scott “OKR” Scarano, an accounting firm owner with an unconventional background. Scott gives an honest account of his journey—the highs, the lows, and the lessons learned along the way. Think again. Think again.

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Earmark Accounting Podcast

JUNE 18, 2024

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. John Briggs, founder of Incite Tax and author of "The 3.3 Sponsor MakersHub - [link] Chapters (00:38) - Introducing John Briggs and the 3.3

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Earmark Accounting Podcast

MARCH 1, 2024

Chapters (01:11) - Hector's Journey: From Tax Practice to Tech Innovator (03:16) - A Deep Dive into QuickBooks' Evolution (07:12) - The Shift to QuickBooks Online and Its Ecosystem (11:41) - Predicting the Future: QuickBooks Desktop's Demise (12:08) - QuickBooks Online: Aiming for Total Workflow Control (14:03) - The Role of AI in Shaping QuickBooks' (..)

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QuickBooks CPA Bookkeeping 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] (..)

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CPA Tax Accounting Accounting 52

Earmark Accounting Podcast

FEBRUARY 23, 2022

And he should know because his company SoftLedger is a cloud-based general ledger that supports cryptocurrency accounting. And he should know because his company SoftLedger is a cloud-based general ledger that supports cryptocurrency accounting. How do you account for crypto in a business? What is the future of cryptocurrency?

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Earmark Accounting Podcast

MAY 3, 2024

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 software that will streamline your operations, upgrade your client experience, and drive future growth.

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