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

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

NOVEMBER 3, 2023

50:18) - Wrap up and where to reach David 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, David Toth LinkedIn : [link] Website : [link] Connect with Blake Oliver, CPA LinkedIn: [link] Twitter: [link]

CPA 104

CPA Accounting Accounting Financial Reporting 104

Earmark Accounting Podcast

MAY 3, 2024

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. In an era where the right software can make or break your accounting firm, choosing the right apps is essential.

General Ledger 45

General Ledger CPA Payroll Accounting 45

Earmark Accounting Podcast

MARCH 1, 2024

Software Company (37:22) - Intuit's Strategic Shift Towards Assisted Services (42:08) - The Future of Accounting: AI and Automation (48:02) - Listener Questions and Insights on QuickBooks Features (54:37) - Exploring TurboTax Verified Pro and Its Implications (57:08) - Closing Remarks and Resources Sign up to get free CPE for listening to this podcast (..)

QuickBooks 59

QuickBooks CPA Bookkeeping Tax 59

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

MAY 17, 2024

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

Reconciling 45

Reconciling Accounting Accounting CPA 45

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

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

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

FEBRUARY 8, 2024

(47:00) - Thanks for listening and please reach out to learn more Sign up to get free CPE for listening to this podcast [link] Download the Earmark CPE App Apple: [link] Android: [link] Connect with Our Guests: Charley Howe LinkedIn: [link] Facebook: [link] Phong Ngo LinkedIn: [link] Learn more about MakersHub Website: [link] Connect with Blake Oliver, (..)

Accounts Payable 59

Accounts Payable Accounts Payable Data Entry Accounting 59

Earmark Accounting Podcast

OCTOBER 18, 2023

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, Wayne Berson LinkedIn: [link] Learn more about BDO Website: [link] Connect with Blake Oliver, CPA LinkedIn: [link] Twitter: [link]

CPA 59

CPA Accounting Accounting 59

Earmark Accounting Podcast

JANUARY 12, 2024

Chapters (00:00) - Introduction and Overview of AI Chatbots (00:53) - Potential of AI in Automating Accounting (02:25) - How AI Can Improve Communication in Accounting (03:01) - Current Usage of AI in Accounting (03:59) - Exploring Leading AI Chatbots (04:14) - Introduction to ChatGPT (06:04) - Introduction to Claude by Anthropic (06:45) - Introduction (..)

Accounting 59

Accounting Accounting CPA 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] (..)

CPA 52

CPA Tax Accounting Accounting 52

Earmark Accounting Podcast

JANUARY 4, 2024

58:25) - Thanks for listening and remember to earn your free CPE on Earmark 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, Hitendra R. DBSI) Website: [link] Connect with Blake Oliver, CPA LinkedIn: [link] Twitter: [link] Hitendra R. (51:31)

Accounting 59

Accounting Accounting CPA Billing 59

Earmark Accounting Podcast

JANUARY 26, 2024

(05:44) - The Journey to IPO (09:54) - What advice would you give a young controller going through an IPO (11:32) - Let's talk about GrubHub's tech stack at the time (15:29) - Building the Accounting Team at GrubHub (18:06) - The smartest thing you did at GrubHub (24:14) - Reflection on GrubHub's Success (25:39) - Biggest mistake you made at GrubHub (..)

Accounting 59

Accounting Accounting CPA 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. Sponsors Zoho - [link] Relay - [link] Client Hub - [link] Chapters (00:29) - Blake goes over the Arizona Society of CPA's survey results (06:09) - Do 150-hour employees do better work? (09:38)

CPA 60

CPA Auditing Computation Accounting Software 60

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

Earmark Accounting Podcast

OCTOBER 20, 2023

(37:36) - How to get through the phone screen (43:23) - Tips for in-person interviews (51:29) - Why Mike wrote "No Flux Given" (56:38) - How to reach Mike and get his book 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, Mike Manalac LinkedIn : [link] Website (..)

CPA 59

CPA Accounting Accounting Financial Reporting 59

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

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.

CPA 52

CPA Accounting Accounting Financial Reporting 52

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

OCTOBER 4, 2023

(45:08) - FreshBooks has top-notch support (46:01) - Community partnership is a huge part of this (47:10) - Wrap up and where to learn more about FreshBooks (50:32) - Remember to Earn Free CPE by listening to this Episode Sign up to get free CPE for listening to this podcast [link] Download the Earmark CPE App Apple: [link] Android: [link] Connect (..)

Accounting 59

Accounting Accounting CPA 59

Earmark Accounting Podcast

FEBRUARY 15, 2023

Todd Shapiro and Kari Natale of the Illinois CPA Society join to discuss why and what the profession should do about it. Meanwhile, efforts to increase diversity in accounting firms have had disappointing results. Many thanks to our sponsor, LiveFlow!

CPA 52

CPA Accounting Accounting 52

Earmark Accounting Podcast

APRIL 12, 2023

To learn more about Anchor, visit [link] Sign up to get free CPE for listening to this podcast [link] Download the Earmark CPE App Apple: [link] Android: [link] Chapters (00:00) - Preview: A firm can't be everything to everyone (01:16) - Earn Free CPE (01:33) - Welcome Ron Baker to the show (03:11) - What does "subscription economy" mean? (16:41)

CPA 52

CPA Accounting Accounting Billing 52

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

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

DECEMBER 13, 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, Michael Alliman LinkedIn: [link] Learn more about Michael's firm: [link] Connect with Blake Oliver, CPA LinkedIn: [link] Twitter: [link] Learn how Michael Alliman (..)

Bookkeeping 52

Bookkeeping CPA 52

Earmark Accounting Podcast

MARCH 15, 2023

To learn more about LiveFlow, visit [link] 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. (46:05)

Payroll 52

Payroll CPA Tax 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

MAY 25, 2023

56:33) - Wrap up and where to reach Ariel (58:21) - Remember to go earn FREE CPE Connect with Our Guest, Ariel Menche LinkedIn: [link] Learn more about Raftel Strategy [link] Connect with Blake Oliver, CPA LinkedIn: [link] Twitter: [link]

CPA 52

CPA Financial Reporting 52

Earmark Accounting Podcast

APRIL 8, 2024

Commoditization and compliance mentalities have diminished its value.

Auditing 45

Auditing CPA 45

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

SEPTEMBER 23, 2022

Learn more at jirav.com/earmark Sign up to get free CPE for listening to this podcast [link] Download the Earmark CPE App Apple: [link] Android: [link] Connect with Rita LinkedIn: [link] Website: [link] Learn more Keller Advisors, LLC Keller Advisors, LLC: [link] Connect with Blake Oliver, CPA LinkedIn: [link] Twitter: [link] As one of the first (..)

CPA 40

CPA Accounting Accounting 40

Earmark Accounting Podcast

SEPTEMBER 29, 2023

(59:57) - How to Earn FREE CPE 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 Jerry Maginnis LinkedIn: [link] Read Jerry's book, Advice for a Successful Career in the Accounting Profession: How to Make Your Assets Greatly Exceed Your Liabilities: [link] (..)

Accounting 59

Accounting Accounting CPA Financial Reporting 59

Earmark Accounting Podcast

SEPTEMBER 14, 2023

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, Scott Scarano Website: [link] LinkedIn : [link] Twitter : [link] Learn more about Scott's firm, Padgett NC Website: [link] Connect with Blake Oliver, CPA LinkedIn: [link] Twitter: [link]

Accounting 59

Accounting Accounting XERO CPA 59

Earmark Accounting Podcast

JUNE 13, 2022

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 talk about Intuit's white paper, aptly called "The Path to Advisory."

Tax 40

Tax CPA 40