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PODCAST

Earmark Podcast | Earn Free Accounting CPE

Blake Oliver, CPA

This show is brought to you by Earmark, your source for podcast-based continuing education for accounting and tax professionals. You can earn CPE by listening to the episodes on this podcast and more! Sign up for our mobile app to earn free CPE whenever you want, wherever you go. Learn more at https://earmarkcpe.com.

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All Episodes

60:10

Navigating the Identity Crisis in the CPA Profession

Earmark Podcast | Earn Free Accounting CPE ·

2024/04/22

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. Join our expert panel as we discuss solutions to navigate the profession's challenges and opportunities and redefine the CPA identity in an ever-changing landscape.(This

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54:40

Making Audit Matter Again: The Future of Assurance

Earmark Podcast | Earn Free Accounting CPE ·

2024/04/08

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

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54:53

How Expat Clients Can Legally Slash Their Tax Bill

Earmark Podcast | Earn Free Accounting CPE ·

2024/03/22

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.SponsorShareFile - https://earmarkcpe.promo/sharefileChapters(00:50) -

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59:28

Hollywood Accounting: A CPA's Journey Into Entertainment

Earmark Podcast | Earn Free Accounting CPE ·

2024/03/08

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

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58:43

The Future of QuickBooks

Earmark Podcast | Earn Free Accounting CPE ·

2024/03/01

(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(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

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56:50

How AI is Transforming and Disrupting Audit

Earmark Podcast | Earn Free Accounting CPE ·

2024/02/22

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.SponsorShareFile - https://earmarkcpe.promo/sharefileChapters(00:53) - Rob Valdez Joins the

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49:01

Solving Accounts Payable Pain Points with MakersHub

Earmark Podcast | Earn Free Accounting CPE ·

2024/02/09

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

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62:46

From Public Accounting to Tech Unicorn IPOs With...

Earmark Podcast | Earn Free Accounting CPE ·

2024/01/26

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.SponsorShareFile -

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59:43

Harness the Power of AI: Practical Uses for Accountants

Earmark Podcast | Earn Free Accounting CPE ·

2024/01/13

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

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59:28

Overcoming Burnout to Create a Sustainable Accounting...

Earmark Podcast | Earn Free Accounting CPE ·

2024/01/04

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

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63:24

The Young CPA Perspective on the Talent Shortage

Earmark Podcast | Earn Free Accounting CPE ·

2023/12/18

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

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70:09

How Logan Graf Built a Dream Firm in Three Years

Earmark Podcast | Earn Free Accounting CPE ·

2023/11/30

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

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67:15

Jody Grunden's $10 Million Secret: Weekly Client...

Earmark Podcast | Earn Free Accounting CPE ·

2023/11/20

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

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51:07

Accounting Firm Marketing In The Era of Generative AI

Earmark Podcast | Earn Free Accounting CPE ·

2023/11/03

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 Check out our Sponsor LiveFlow — Advanced Financial Reporting on AutopilotChapters(00:51) - Earn Free CPE credit(01:28) - David Toth joins the show to talk about marketing for accounting firms (04:49) -

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59:04

From Auditor to Google: How Mike Manalac Landed His...

Earmark Podcast | Earn Free Accounting CPE ·

2023/10/21

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

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51:22

Becoming Employee-Owned: How BDO Broke Out of the...

Earmark Podcast | Earn Free Accounting CPE ·

2023/10/18

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(00:44) - Why do an Employee Stock Ownership Plan(ESOP) now? (09:06) - BDO borrowed $1.3 billion -

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52:37

An Alternative To Advisory: Collaborative Accounting

Earmark Podcast | Earn Free Accounting CPE ·

2023/10/05

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

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60:11

Soft Skills, Not Spreadsheets: Keys to a Successful...

Earmark Podcast | Earn Free Accounting CPE ·

2023/09/29

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

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67:06

From Felon to Firm Owner: An Unconventional Path in...

Earmark Podcast | Earn Free Accounting CPE ·

2023/09/14

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

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54:43

Beat the House: Tax Strategies to Offset Gambling...

Earmark Podcast | Earn Free Accounting CPE ·

2023/08/18

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

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109 results

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