AvidXchange

SEPTEMBER 12, 2016

Continuing Professional Education (CPE) is required for CPAs to maintain their professional competence and provide quality accounting services. With the end of the year rapidly approaching, we know that some CPAs are trying to find time to fulfill their remaining CPE credits for the year.

CPA 52

CPA Tax Auditing Financial Accounting 52

Earmark Accounting Podcast

NOVEMBER 3, 2023

Sponsor Check out our Sponsor LiveFlow — Advanced Financial Reporting on Autopilot Chapters (00:51) - Earn Free CPE credit (01:32) - David Toth joins the show to talk about marketing for accounting firms (04:53) - How marketing fits into accounting firm's strategic growth (07:02) - What has changed in digital marketing over the last few years? (43:28)

CPA 104

CPA Accounting Accounting Financial Reporting 104

Cloud Accounting Podcast

FEBRUARY 23, 2024

Meet Our Guest, Geoffrey Brown LinkedIn: [link] Twitter: [link] Facebook: [link] Instagram: [link] Learn more about the Illinois CPA Society (ICPAS) Website: [link] Listener Survey Please take our listener survey: [link] Need CPE? We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. We appreciate you!

Accounting 99

Accounting Accounting CPA 99

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.

CPA 45

CPA Auditing Accounting Accounting 45

Cloud Accounting Podcast

MARCH 26, 2024

Meet Our Guest, Ed Ketz Website: [link] LinkedIn: [link] Need CPE? Get CPE for listening to podcasts with Earmark: [link] Subscribe to the Earmark Podcast: [link] Get in Touch Thanks for listening and the great reviews! Meet Our Guest, Ed Ketz Website: [link] LinkedIn: [link] Need CPE? We appreciate you! We appreciate you!

Auditing 67

Auditing Accounting Accounting 67

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

Blake Oliver

MARCH 15, 2024

Meet Our Guest, AJ Yawn LinkedIn: [link] Learn about about Audit Ally Need CPE? Get CPE for listening to podcasts with Earmark: [link] Subscribe to the Earmark Podcast: [link] Get in Touch Thanks for listening and the great reviews! Meet Our Guest, AJ Yawn LinkedIn: [link] Learn about about Audit Ally Need CPE?

Auditing 69

Auditing Accounting Accounting 69

Cloud Accounting Podcast

MARCH 18, 2024

To hear the complete discussion, visit Federal Tax Updates: [link] Need CPE? Get CPE for listening to podcasts with Earmark: [link] Subscribe to the Earmark Podcast: [link] Get in Touch Thanks for listening and the great reviews! To hear the complete discussion, visit Federal Tax Updates: [link] Need CPE? We appreciate you!

Tax 60

Tax Accounting Accounting 60

Cloud Accounting Podcast

OCTOBER 4, 2023

CPA LinkedIn : [link] Website : [link] Need CPE? Subscribe to the Earmark Accounting Podcast: [link] Get CPE for listening to podcasts with Earmark CPE: [link] Get in Touch Thanks for listening and for the great reviews! CPA LinkedIn : [link] Website : [link] Need CPE? Sharon Lassar, Ph.D., We appreciate you!

CPA 88

CPA Accounting Accounting 88

Blake Oliver

MARCH 8, 2024

55:35) - Exploring AI in Accounting: The Future is Now (57:38) - Where to Reach Kendale 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, Kendale King LinkedIn: [link] Connect with Blake Oliver, CPA LinkedIn: [link] Twitter: [link]

CPA 69

CPA Accounting Accounting Auditing 69

Earmark Accounting Podcast

MAY 3, 2024

(Originally recorded on March 6, 2024, on Earmark Webinars+) Sponsor Client Hub - [link] Chapters (00:00) - The 5 Apps You Need In Your Accounting Firm sequence (01:55) - Why Choosing the Right Software Matters (05:27) - Diving Deep into Proposal Management Software (14:08) - Workflow Apps: The Backbone of Firm Operations (29:08) - Exploring General (..)

General Ledger 45

General Ledger CPA Payroll Accounting 45

Cloud Accounting Podcast

MARCH 8, 2024

Meet Our Guest, Chris Vanover LinkedIn: [link] Learn more about CPAClub Website: [link] Need CPE? Get CPE for listening to podcasts with Earmark: [link] Subscribe to the Earmark Podcast: [link] Get in Touch Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. We appreciate you!

Auditing 64

Auditing Accounting Accounting 64

Cloud Accounting Podcast

APRIL 26, 2024

Meet Our Guest, Brannon Poe LinkedIn : [link] Twitter : [link] Facebook : [link] Instagram : [link] Learn more about Poe Group Advisors Website: [link] Need CPE? Get CPE for listening to podcasts with Earmark: [link] Subscribe to the Earmark Podcast: [link] Get in Touch Thanks for listening and the great reviews! We appreciate you!

Accounting 52

Accounting Accounting 52

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

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. 51:31) - Datamatics Business Solutions Inc. (58:25)

Accounting 59

Accounting Accounting CPA Billing 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

Cloud Accounting Podcast

JANUARY 17, 2024

Meet Our Guests TJ Lewis, Innovation Strategist, Right Networks LinkedIn: [link] Aaron Van Ruler, Innovation Strategist, Rightworks LinkedIn: [link] Learn more about Rightworks [link] Need CPE? We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary.

Accounting 67

Accounting Accounting 67

Cloud Accounting Podcast

APRIL 3, 2024

Meet Our Guest, Charles Bedard LinkedIn: [link] Twitter: [link] Learn more about ERGO Comps, LLC [link] Need CPE? Get CPE for listening to podcasts with Earmark: [link] Subscribe to the Earmark Podcast: [link] Get in Touch Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary.

Accounting 54

Accounting Accounting Billing 54

Earmark Accounting Podcast

OCTOBER 4, 2023

Sponsor FreshBooks - [link] To learn more about Collaborative Accounting and join the FreshBooks partner program, visit [link] Chapters (00:19) - Earn Free CPE (01:02) - Welcome Twyla Verhelst to the show (08:02) - How do you make advisory services efficient? (11:54) 11:54) - What is "collaborative accounting"? (14:10)

Accounting 59

Accounting Accounting CPA 59

Cloud Accounting Podcast

MAY 25, 2023

01:01:45) - Wendy's Fresh AI (01:04:13) - ChatGPT 4 passes CPA exam (01:05:36) - Wrap up and where to reach us Need CPE? 01:01:45) - Wendy's Fresh AI (01:04:13) - ChatGPT 4 passes CPA exam (01:05:36) - Wrap up and where to reach us Need CPE?

CPA 98

CPA Accounting Accounting 98

Cloud Accounting Podcast

OCTOBER 7, 2023

See the full list here: [link] Need CPE? Subscribe to the Earmark Accounting Podcast: [link] Get CPE for listening to podcasts with Earmark CPE: [link] Get in Touch Thanks for listening and the great reviews! See the full list here: [link] Need CPE? Forbes Advisor compiled this list. We appreciate you!

Accounting 64

Accounting Accounting 64

Earmark Accounting Podcast

FEBRUARY 8, 2024

(39:05) - Creating a product that creates value for accounting firms (44:32) - How does an accountant or firm get started with MakersHub? (47:00) 39:05) - Creating a product that creates value for accounting firms (44:32) - How does an accountant or firm get started with MakersHub? (47:00)

Accounts Payable 59

Accounts Payable Accounts Payable Data Entry Accounting 59

Cloud Accounting Podcast

FEBRUARY 7, 2024

Meet Our Guest, Yoseph West LinkedIn: [link] Twitter: [link] Facebook: [link] Instagram: [link] Learn more about the Relay Partner Program: [link] Listener Survey Please take our listener survey: [link] Need CPE? We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. We appreciate you!

Accounting 64

Accounting Accounting 64

Cloud Accounting Podcast

SEPTEMBER 28, 2023

Arellano, CPA PFS CGMA LinkedIn: [link] Need CPE? Subscribe to the Earmark Accounting Podcast: [link] Get CPE for listening to podcasts with Earmark CPE: [link] Get in Touch Thanks for listening and for the great reviews! Arellano, CPA PFS CGMA LinkedIn: [link] Need CPE? Meet Our Guest: Reynaldo E. We appreciate you!

Tax 67

Tax Accounting Accounting CPA 67

Cloud Accounting Podcast

APRIL 15, 2024

Meet Our Guest, Joe Woodard LinkedIn : [link] Twitter : [link] Learn more about Woodard Website : [link] Need CPE? Get CPE for listening to podcasts with Earmark: [link] Subscribe to the Earmark Podcast: [link] Get in Touch Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary.

Accounting 46

Accounting Accounting Bookkeeping 46

Cloud Accounting Podcast

SEPTEMBER 17, 2023

Show Notes Employee Retention Credit Eligibility Checklist: Help understanding this complex credit [link] Red flags for Employee Retention Credit claims; IRS reminds businesses to watch out for warning signs of aggressive promotion that can mislead people into making improper ERC claims [link] Need CPE? We appreciate you! We appreciate you!

Tax 67

Tax Accounting Accounting 67

Cloud Accounting Podcast

JANUARY 23, 2024

Meet Our Guest, Dominic Piscopo LinkedIn : [link] Learn more about Big4Transparency.com Website : [link] Need CPE? Get CPE for listening to podcasts with Earmark: [link] Subscribe to the Earmark Podcast: [link] Get in Touch Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary.

Accounting 60

Accounting Accounting Collections 60

Cloud Accounting Podcast

SEPTEMBER 23, 2023

Show Notes IRS plans possible furloughs in case of shutdown [link] IRS to ‘partially close’ if government shutdown happens, reversing earlier plans, union says [link] Need CPE? Subscribe to the Earmark Accounting Podcast: [link] Get CPE for listening to podcasts with Earmark CPE: [link] Get in Touch Thanks for listening and the great reviews!

Billing 64

Billing Accounting Accounting 64

Cloud Accounting Podcast

MARCH 29, 2024

Workers, Survey Finds [link] 12 ChatGPT Prompts For Leaders And Managers In 2024 [link] Need CPE? Get CPE for listening to podcasts with Earmark: [link] Subscribe to the Earmark Podcast: [link] Get in Touch Thanks for listening and the great reviews! And It Isn’t Just Gen Z. link] Gratitude is Better Than a Pay Raise for 55% of U.S.

Accounting 64

Accounting Accounting Bookkeeping 64

Cloud Accounting Podcast

SEPTEMBER 25, 2023

Show Notes Job Security Isn’t Enough to Keep Many Accountants From Quitting [link] Need CPE? Subscribe to the Earmark Accounting Podcast: [link] Get CPE for listening to podcasts with Earmark CPE: [link] Get in Touch Thanks for listening and the great reviews! We appreciate you! We appreciate you!

Accounting 60

Accounting Accounting 60

Cloud Accounting Podcast

APRIL 26, 2023

01:01:49) - Crazy MYOB commercial (01:03:41) - Wrap up and where to reach everyone Need CPE? 01:01:49) - Crazy MYOB commercial (01:03:41) - Wrap up and where to reach everyone Need CPE? (52:48) - The IRS shows customer service improvements in 2023 (54:22) - Are accountants actually experiencing a better tax season? (01:01:49)

CPA 98

CPA Financial Statements Accounting Accounting 98

Cloud Accounting Podcast

OCTOBER 19, 2023

Meet Our Guest, Evan Goldberg LinkedIn : [link] Learn more about NetSuite Website : [link] Need CPE? Get CPE for listening to podcasts with Earmark: [link] Subscribe to the Earmark Podcast: [link] Get in Touch Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary.

Accounting 67

Accounting Accounting 67

Earmark Accounting Podcast

APRIL 8, 2024

(This episode originally aired on February 28, 2024 on Earmark Webinars+) Sponsor Client Hub - [link] Chapters (00:00) - EAP 66 (01:57) - The Crossroads of Auditing: Challenges and Innovations (03:21) - Embracing Technology: The Future of Efficient Auditing (06:26) - Redefining the Audit Process: Closing the Expectation Gap (15:24) - Understanding (..)

Auditing 45

Auditing CPA 45

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

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