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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

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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48:26

Did They Just Kill Desktop? 2023 QuickBooks Update...

Earmark Podcast | Earn Free Accounting CPE ·

2023/08/04

Major changes are afoot in the world of QuickBooks. QBO and Payroll prices are going up. Intuit is phasing out QuickBooks Desktop Pro while touting QuickBooks Online and Enterprise as the future, though Hector predicts Desktop will still have a 2024 edition. QBO Advanced still needs improvements, like reverting to a static navigation bar, and Hector is excited about new integrations with QuickBooks Checking. Tune in for insights from Hector Garcia, CPA, on the past, present, and future of

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75:25

From EY to Starbucks to Startups with Keeley Favoino,...

Earmark Podcast | Earn Free Accounting CPE ·

2023/07/19

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. Foxtrot's accounting department was initially focused on bookkeeping, but as the company grew, so did the need for a more robust accounting system. Keeley led the transformation from cash basis accounting to GAAP financials using QuickBooks Online, creating streamlined processes

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53:47

Finances Uncovered: Empowering OnlyFans Creators with...

Earmark Podcast | Earn Free Accounting CPE ·

2023/06/28

Blake Oliver is joined by Katherine Studley and Jim Swiech, the founders of Prisma Tax Group. Katherine and Jim specialize in helping OnlyFans creators and sex workers with their accounting and tax needs. They discuss the unique challenges facing these clients, as well as the common misconceptions and stereotypes surrounding the industry. Katherine shares how she built her business through TikTok and Instagram, and Jim explains how their pricing structure and hiring practices have

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65:16

From 3 Orders a Day to $300 Million in Revenue:...

Earmark Podcast | Earn Free Accounting CPE ·

2023/06/15

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. They look at the challenges of scaling a startup, from tracking components in a supply chain to accounting for inventory costs. Stacey also reveals insights around simplifying supply and the importance of real-time data for accurate accounting.Sponsor Check out our Sponsor LiveFlow — Advanced Financial Reporting on AutopilotSign up

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58:54

Pro Wrestling, Anime, and Financial Modeling with...

Earmark Podcast | Earn Free Accounting CPE ·

2023/05/25

Ariel Menche recounts his FP&A journey - from his tenure with KPMG and the WWE, to FP&A consulting to startups. His strategic financial advisory story highlights valuable FP&A lessons, including insights about data's impact on a CFO's role and establishing best practices for financial model development.Sponsor Check out our Sponsor LiveFlow — Advanced Financial Reporting on AutopilotSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark

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67:56

How Accountants Can Profit From The Subscription Economy

Earmark Podcast | Earn Free Accounting CPE ·

2023/04/12

In this episode, Blake and Ron Baker discuss the subscription economy. 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. This is a must-listen for anyone interested in the subscription industry, which is projected to surpass $1 trillion by 2025.Many thanks to our sponsor, Anchor!To learn more about Anchor, visit https://earmarkcpe.promo/anchorSign up to get free CPE for listening

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55:04

To be, or not to be a CPA firm with Chase Birky of...

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2023/03/29

We’re talking to Chase Birky, CEO and co-founder of Dark Horse CPAs, a non-traditional CPA firm. Learn the advantages and challenges of being a CPA firm, the importance of creating a positive work environment for staff, and the need for the accounting profession to attract and retain more young talent. 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.Many thanks to our sponsor,

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53:49

The Chick-fil-A of payroll providers with Tim Petrey...

Earmark Podcast | Earn Free Accounting CPE ·

2023/03/16

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. Tim also emphasizes the importance of adopting technology to streamline processes. Tune in to hear more about Tim's journey and the lessons he learned along the way.Many thanks to our sponsor, LiveFlow!To learn

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60:52

6,000 clients and $7 million gross revenue in 12...

Earmark Podcast | Earn Free Accounting CPE ·

2023/02/28

Blake Oliver is joined by Ben Sutton, the founder of Mazuma. Mazuma offers core monthly bookkeeping services, reconciliations, basic financials, and tax returns for a flat fee of $180 per month. Ben believes small businesses need services traditional accounting firms don't provide, and he wanted to give them the support they need. He found it possible to offer bookkeeping services at a low cost, as long as the scope of services and what clients can and cannot do is carefully limited.Many

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52:40

Why diverse accountants quit the profession according...

Earmark Podcast | Earn Free Accounting CPE ·

2023/02/15

Half of accountants believe that diversity is important. Half do not. 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.Many thanks to our sponsor, LiveFlow!To learn more about LiveFlow, visit https://earmarkcpe.promo/liveflowSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE

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45:16

How to buy an accounting firm with Michael Ly of...

Earmark Podcast | Earn Free Accounting CPE ·

2023/01/31

Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Michael on LinkedIn: https://www.linkedin.com/in/michaelly/Learn more about Reconciled: https://reconciled.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

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60:16

How to build a six-figure firm on Instagram with...

Earmark Podcast | Earn Free Accounting CPE ·

2023/01/06

Thanks to our sponsor, Accountests for making this episode possible!To learn more about Accountests, visit: https://earmarkcpe.promo/accountestsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Sandra YorkLinkedIn: https://www.linkedin.com/in/sandra-york-551baa84/Follow Sandi on

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57:45

Profitable bookkeeping for under $200 per month with...

Earmark Podcast | Earn Free Accounting CPE ·

2022/12/13

Many thanks to our sponsor, LiveFlow!To learn more about LiveFlow, visit https://earmarkcpe.promo/liveflowSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Michael AllimanLinkedIn: https://www.linkedin.com/in/michaelalliman/Learn more about Michael's firm:

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62:26

Outsourced controllership with team & technology...

Earmark Podcast | Earn Free Accounting CPE ·

2022/12/06

Thank you to our sponsor, ApprovalMax! To learn more about ApprovalMax, visit: https://earmarkcpe.promo/approvalmaxSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Felix:LinkedIn: https://www.linkedin.com/in/f%C3%A9lix-latour-781291a4/Learn about Le Controleur:https://www.controleur.ca/Apps

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62:29

Building an offshore team in the Philippines: From 0...

Earmark Podcast | Earn Free Accounting CPE ·

2022/11/25

Many thanks to our sponsor, LiveFlow!To learn more about LiveFlow, visit https://earmarkcpe.promo/liveflowSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Argel Sabillo, CPALinkedIn: https://www.linkedin.com/in/argelsabillocpa/Learn more about DTLA CPAWebsite:

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114 results

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