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PODCAST

Earmark Podcast | Earn Free Accounting CPE

Blake Oliver, CPA

The Earmark Podcast is where accounting and tax professionals hear directly from the people shaping the future of the profession. Hosted by Blake Oliver, CPA, the show features conversations with firm owners, technology leaders, educators, policymakers, and practitioners about the forces changing accounting — from AI and automation to talent, advisory, tax, audit, regulation, and firm strategy. Each episode goes beyond the headlines to explore what’s changing, why it matters, and what it means for

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All Episodes

36:15

Is Your AI Investment Paying Off? What Finance...

Earmark Podcast | Earn Free Accounting CPE ·

2026/10/05

AI is taking on routine accounting work—but what should accountants do next? Blake Oliver talks with Mike DePrisco, CEO of the Institute of Management Accountants, about measuring AI’s payoff through faster closes, fewer errors, and better forecasts. They also explore corporate career paths, the shift toward strategic thinking and storytelling, and why case-based training matters. Learn how targeted skill-building and continuous learning can help you stay relevant as the work

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28:55

The Fight to Save the CPA License: Inside FICPA's...

Earmark Podcast | Earn Free Accounting CPE ·

2026/07/06

Could Florida have quietly unraveled CPA licensure? In this episode, Blake Oliver talks with FICPA CEO Shelly Weir about the legislation that threatened to eliminate Florida’s Board of Accountancy, scrap CPE requirements, and weaken the CPA license. Shelly explains how the profession fought back, why mobility and interstate commerce were central to the case, and where CPAs can embrace smart modernization without giving up public protection.Chapters(00:00) - EAP 116 Interview: Shelly Weir of

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34:15

The Future of Accounting is Human

Earmark Podcast | Earn Free Accounting CPE ·

2026/06/11

Karl Paadam made partner at PwC Estonia at 26, spent a decade in tech, and came back to build United Accountants on a contrarian thesis: the future of accounting is human. He joins Blake to explain how a firm can hand bookkeeping, categorization, and reconciliation to an AI operating system that layers on top of whatever software a firm already runs, freeing CPAs to keep their local brand and focus on judgment and advisory work. They also get into outcomes-based pricing, what it means to

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34:56

89% of Accountants Say AI Pays Off—So What’s the Catch?

Earmark Podcast | Earn Free Accounting CPE ·

2026/05/22

Is AI really replacing accountants—or just changing the job? Blake Oliver talks with Capterra analyst David Jani about new survey data showing where AI is gaining traction in accounting, from chatbots and data entry to forecasting and fraud detection. They unpack why 89% of users report ROI, why firms are still struggling to hire, and why weak AI data-handling policies could create serious security problems.Accounting Trends in 2026: How AI is Changing Work, Skills, and

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55:29

Progression or Extinction: AI’s Accounting Reckoning

Earmark Podcast | Earn Free Accounting CPE ·

2026/04/20

What if AI wipes out the entry-level accounting work firms have relied on for decades? Blake Oliver talks with Sikich managing principal Richard Lynch about the rise of the “super accountant,” why the pyramid-shaped firm may become a diamond, and how AI could force firms to rethink training, billing, and performance metrics. You’ll hear what firm leaders must change now—and what happens to those who don’t adapt.Chapters(00:00) - EAP 112(07:41) - Training The Next Gen (09:39) - Rethinking

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32:32

Pricing, Offshoring, and AI: Inside the Numbers at...

Earmark Podcast | Earn Free Accounting CPE ·

2026/04/02

What does the data actually say about where accounting firms are headed? Blake Oliver talks with Chelsea Summers of Inside Public Accounting about the real numbers behind firm performance, pricing, staffing, offshoring, advisory growth, and AI adoption. You’ll hear why top firms aren’t just working people harder, how offshore teams are boosting margins, and why hourly billing may be the biggest obstacle to using technology well.Chapters(00:00) - EAP 112(04:45) - Advisory vs compliance

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35:16

The IRS Is Coming for Crypto: Coinbase’s VP of Tax...

Earmark Podcast | Earn Free Accounting CPE ·

2026/03/20

Blake sits down with Lawrence Zlatkin, VP of Tax at Coinbase, to unpack the state of crypto taxation. From how the IRS treats digital assets as property to the new 1099-DA, stablecoin reporting burdens, and the policy changes Coinbase is pushing for in Washington, this episode covers what tax pros need to know now and where the rules may be headed next.Chapters(00:00) - EAP 111(02:11) - What is Form 1099-DA (03:08) - Reconciling 1099 data (03:53) - Why cost basis matters (08:29) - IRS use

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54:28

What Private Equity Really Changes Inside an...

Earmark Podcast | Earn Free Accounting CPE ·

2026/03/05

What really happens after private equity buys your CPA firm? ParkerGale partner Devin Mathews joins Blake to unpack why partners cheer while staff chafe, how PE drives returns (bill rates, utilization, acquisitions), and what managers should demand: a clear value‑creation plan and a path to upside. They also dig into AI’s true impact—raising the ceiling, squeezing entry‑level work—and why this might be your cue to start an AI‑first firm.Chapters(00:00) - Private Equity Meets AI(02:04) -

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49:28

Inside Thomson Reuters’ Plan to Automate the Tax Return

Earmark Podcast | Earn Free Accounting CPE ·

2026/01/13

AI won’t replace accountants—but AI-enabled firms will outcompete them. Blake Oliver sits down with Thomson Reuters’ Elizabeth Beastrom and Kirat Sekhon to map the end-to-end tax workflow, from document intake and auto-population (SurePrep) to delivery and e-sign (SafeSend), and into year-round advisory with CoCounsel and Ready to Advise. Learn how to “kill the questionnaire,” free staff from data entry, build an open tech stack, and turn tax prep into subscription advisory.Chapters(02:49)

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59:56

Excel and AI: Code Your Way to Hours Back Every Week

Earmark Podcast | Earn Free Accounting CPE ·

2025/12/17

You open Excel daily, but are you using AI to make it work for you? While 58% of professionals have tried AI, only 17% use it regularly—a missed opportunity. Join CPA Kyle Ashcraft in this hands-on webinar to learn vibe coding—a no-programming approach using Cursor AI to automate repetitive Excel tasks. Watch Kyle transform messy spreadsheets, organize GL data, and reconcile transactions with simple AI prompts while keeping data secure. You'll get three ready-to-use scripts plus a framework

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54:38

Auditing at the Speed of Risk with Richard Chambers

Earmark Podcast | Earn Free Accounting CPE ·

2025/11/09

Are you auditing at the speed of risk? Richard Chambers—50-year internal audit veteran and AuditBoard advisor—joins Blake to map the path forward. Hear why AI now ranks as risk #1, how to build continuous risk monitoring, and what “independence, not isolation” means for the three-lines model. Learn where CAEs should start with AI (risk assessment, analysis, reporting), how to audit culture and AI governance, and how to earn audit committee trust with no surprises.Chapters(01:37) - Richard

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28:03

The Future of Advisory: Unlocking Your Firm’s CFO...

Earmark Podcast | Earn Free Accounting CPE ·

2025/10/17

Live from Boston on the final stop of the Advisory Amplified tour, Blake sits down with James Irving from Fathom and Chris Macksey from Prefix Accounting to explore what advisory services really mean beyond bookkeeping and compliance. Chris shares how his firm requires advisory for all restaurant clients, using industry expertise and operational metrics to guide decisions on everything from menu pricing to expansion timing. The conversation covers the difference between delivering

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31:49

Leading with Empathy: Building Teams That Thrive

Earmark Podcast | Earn Free Accounting CPE ·

2025/10/16

On the fifth stop of the Advisory Amplified tour in Atlanta, Blake sits down with Lisa Gilreath of Acuity and Valerie Heckman of OnPay to discuss what empathetic leadership actually looks like in an industry notorious for long hours and tight deadlines. The conversation covers everything from recognizing when team members are struggling to handling toxic high performers, with real talk about building slack into capacity planning and why unused PTO is a red flag. Lisa and Valerie share

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33:21

Banking on Change: How Renegade Firms Redefine Success

Earmark Podcast | Earn Free Accounting CPE ·

2025/10/10

Live from Austin on the Advisory Amplified tour, Blake sits down with Madeline Reeves of Fearless Foundry and Wesley McDonald of Relay to explore what it truly means to be a renegade in accounting: firms that lead clients to somewhere new rather than settle for "the way things have always been done." The conversation explores why top firms aren't afraid to say no to the wrong clients, how transparency in compensation and career pathways can address the talent crisis, and the hard-won

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31:09

Unlocking Capacity: The Workflow Revolution

Earmark Podcast | Earn Free Accounting CPE ·

2025/10/09

Blake sits down with Mary Delaney, CEO of Karbon, and Kenji Kuramoto, co-founder of Acuity, to explore how standardizing workflows can unlock growth without sacrificing the artistry of advisory work. They discuss Karbon's acquisition of Aider, the power of time studies to identify automation opportunities, and why getting senior advisors to embrace process requires framing workflow as empowerment rather than micromanagement. Kenji shares lessons from building Acuity's advisory practice and

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27:00

Pricing For Profit: Unlocking Your Firm’s True Value

Earmark Podcast | Earn Free Accounting CPE ·

2025/10/04

Most accounting firms are dramatically underpricing their services, but the fear of losing clients keeps them stuck. Marie Greene and Ryan Embry join Blake for a live conversation in LA about spotting underpricing, having the repricing conversation, and why your worst clients are often the most price-insensitive. Plus, a live role-play demonstration of how to navigate a difficult pricing conversation.ChaptersSign up to get free CPE for listening to this

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30:58

Burning It Down To Build Better: How Community Is Key...

Earmark Podcast | Earn Free Accounting CPE ·

2025/10/01

Recorded live in Seattle at the first stop of the Advisory Amplified tour, Blake sits down with Madeline Reeves (Fearless Foundry) and Lynette O'Connell (Burnout Bestie) to discuss the hard truths about burnout in accounting. Madeline shares how losing half her agency's revenue in 30 days forced her to stop trying to be likable and start building the business she actually wanted, while Lynette explains why nobody was coming to save her after scheduling overnight work shifts to keep up. They

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53:48

From Rules to Agents: Accounting’s Next Workflow

Earmark Podcast | Earn Free Accounting CPE ·

2025/09/27

Can an AI‑native general ledger really automate the monthly close without losing control? Blake talks with Digits CEO Jeff Seibert about an “autonomous GL” built on a vector graph model, AI agents that research unknown transactions and auto‑reconcile to pixel‑matched statements, and human‑in‑the‑loop safeguards. Learn where Digits fits best today, how to pilot it with clients, price AI‑powered CAS, and keep trust with audit trails, object‑level permissions, and deterministic

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53:06

Stop Being the Bottleneck: The Six-Part Delegation...

Earmark Podcast | Earn Free Accounting CPE ·

2025/09/12

Still running every meeting and answering every Slack ping? Blake Oliver talks with Chase Damiano of Human at Scale about escaping founder bottlenecks. Learn a six-part delegation framework (responsibility, purpose, success, process, resources, decisions), turn 1:1s into leadership labs, build a team responsibility inventory and a delegation roadmap, and see why great prompts mirror great delegation. Leave with practical steps to hand off meetings, elevate decision-making, and reclaim time

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58:49

Breaking the "We've Always Done It This Way" Cycle

Earmark Podcast | Earn Free Accounting CPE ·

2025/08/28

Why do so many accounting firms struggle to bridge the gap between their stated values and actual workplace culture? In this episode, Blake Oliver sits down with Erin Daiber, founder of Well Balanced Accountants, to explore how firms can move beyond culture theory to real operational change. You'll discover why "we've always done it this way" thinking kills retention, learn specific strategies for showing appreciation without micromanaging, and understand how being too busy prevents the

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119 results

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