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 ne

Making Audit Matter Again: The Future of Assurance

18 days ago 54m 40s

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

How Expat Clients Can Legally Slash Their Tax Bill

Mar 22nd, 2024 54m 53s

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 you

Hollywood Accounting: A CPA's Journey Into Entertainment

Mar 8th, 2024 59m 44s

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 s

Bonus

The Future of QuickBooks

Mar 1st, 2024 58m 43s

(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 w

How AI is Transforming and Disrupting Audit

Feb 22nd, 2024 56m 50s

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

Solving Accounts Payable Pain Points with MakersHub

Feb 9th, 2024 49m 1s

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 costi

From Public Accounting to Tech Unicorn IPOs With Brandt Kucharski

Jan 26th, 2024 1h 2m

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

Bonus

Harness the Power of AI: Practical Uses for Accountants

Jan 13th, 2024 1h

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 s

Overcoming Burnout to Create a Sustainable Accounting Practice

Jan 4th, 2024 59m 28s

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

The Young CPA Perspective on the Talent Shortage

Dec 18th, 2023 1h 3m

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

How Logan Graf Built a Dream Firm in Three Years

Nov 30th, 2023 1h 10m

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

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

Nov 20th, 2023 1h 7m

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 ke

Accounting Firm Marketing In The Era of Generative AI

Nov 3rd, 2023 51m 7s

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

From Auditor to Google: How Mike Manalac Landed His Dream Job in Accounting

Oct 21st, 2023 59m 4s

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 i

Becoming Employee-Owned: How BDO Broke Out of the Partner Model

Oct 18th, 2023 51m 22s

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

An Alternative To Advisory: Collaborative Accounting

Oct 5th, 2023 52m 37s

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 cli

Soft Skills, Not Spreadsheets: Keys to a Successful Accounting Career

Sep 29th, 2023 1h

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. Jerr

From Felon to Firm Owner: An Unconventional Path in Accounting

Sep 14th, 2023 1h 7m

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 o

Beat the House: Tax Strategies to Offset Gambling Winnings

Aug 18th, 2023 54m 43s

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

Did They Just Kill Desktop? 2023 QuickBooks Update with Hector Garcia, CPA

Aug 4th, 2023 48m 26s

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

From EY to Starbucks to Startups with Keeley Favoino, CPA, Controller at Foxtrot

Jul 19th, 2023 1h 15m

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

Finances Uncovered: Empowering OnlyFans Creators with Expert Accountancy

Jun 28th, 2023 53m 47s

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 faci

From 3 Orders a Day to $300 Million in Revenue: Scaling Accounting at PopSockets

Jun 15th, 2023 1h 5m

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 sup

Pro Wrestling, Anime, and Financial Modeling with Ariel Menche

May 25th, 2023 58m 54s

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