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)

CPA 52

CPA QuickBooks Financial Reporting Bookkeeping 52

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.

General Ledger 45

General Ledger CPA Payroll Accounting 45

Earmark Accounting Podcast

MAY 17, 2024

Join us as serial acquirer Michael Ly shares an insider’s guide to preparing, pricing & selling your accounting firm. Join us as serial acquirer Michael Ly shares an insider’s guide to preparing, pricing & selling your accounting firm. Thinking of selling your practice?

Reconciling 45

Reconciling Accounting Accounting CPA 45

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.

Accounts Payable 59

Accounts Payable Accounts Payable Data Entry Accounting 59

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.

Accounting 59

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!

Accounting 59

Accounting Accounting CPA Tax 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.

Accounting 59

Accounting Accounting CPA 59

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.

Accounting 59

Accounting Accounting CPA 59

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!

CPA 52

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)

CPA 59

CPA Accounting Accounting Financial Reporting 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)

CPA 52

CPA Accounting Accounting Billing 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

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

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

Jetpack Workflow

MAY 22, 2024

We’ve talked with hundreds of accounting professionals over the years and gained an inside look at how the top CPA firms organize their client work. The difference between an unorganized accounting firm and one that runs like clockwork is that organized firms implement and continually improve their workflows.

Accounting 59

Accounting Accounting Payroll Tax 59

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' (..)

QuickBooks 59

QuickBooks CPA Bookkeeping Tax 59

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!

Accounting 98

Accounting Accounting CPA Bookkeeping 98

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)

CPA 52

CPA Accounting Accounting Financial Reporting 52

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

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

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)

Accounting 59

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.

Accounting 59

Accounting Accounting XERO CPA 59

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.

CPA 52

CPA Accounting Accounting Bookkeeping 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?

General Ledger 40

General Ledger Accounting Accounting CPA 40

Earmark Accounting Podcast

OCTOBER 18, 2023

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. Chapters (00:44) - Why do an Employee Stock Ownership Plan(ESOP) now? (47:47)

CPA 59

CPA Accounting Accounting 59

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. Wrapping things up, some reflections on the need for major reforms in auditing and regulation of the accounting profession. 09:38) - Are firms facing an accounting shortage? (14:49)

CPA 60

CPA Auditing Computation Accounting Software 60

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

APRIL 13, 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, Isaac Heller LinkedIn: [link] Learn more about Trullion [link] Connect with Blake Oliver, CPA LinkedIn: [link] Twitter: [link] Blake talks with Issac Heller about the new lease accounting standards, whether (..)

Accounting 40

Accounting Accounting CPA Auditing 40

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

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

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

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

JANUARY 4, 2022

Sign up to get free CPE for listening to this podcast: [link] Download the Earmark CPE app here: Apple: [link] Android: [link] Connect with Our Guests: Liz Mason, Founder, and CEO of High Rock Accounting [link] Rachel Fisch, CPB, Chief Global Development Officer, High Rock Accounting [link] Megan Genest Tarnow, Industry Lead, Nonprofit [link] Learn (..)

CPA 40

CPA Accounting Accounting 40

Earmark Accounting Podcast

AUGUST 18, 2023

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.

Tax 52

Tax CPA Billing Accounting 52

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

NOVEMBER 19, 2023

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.

CPA 45

CPA Tax 45