Earmark Podcast | Earn Free Accounting CPE
112 episodes - English - Latest episode: 3 days ago - ★★★★★ - 13 ratingsThis 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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Episodes
Navigating the Identity Crisis in the CPA Profession
April 22, 2024 19:00 - 1 hour - 55.1 MBThe 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 landsca...
Making Audit Matter Again: The Future of Assurance
April 08, 2024 14:00 - 54 minutes - 50.1 MBAudit 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 st...
How Expat Clients Can Legally Slash Their Tax Bill
March 22, 2024 13:30 - 54 minutes - 50.3 MBDo 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. Sponsor ShareFile - https://earmarkcpe.promo/sharefile Chapters ...
Hollywood Accounting: A CPA's Journey Into Entertainment
March 08, 2024 08:00 - 59 minutes - 54.7 MBBlake’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 shap...
The Future of QuickBooks
March 01, 2024 21:00 - 58 minutes - 53.8 MB(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 Eco...
How AI is Transforming and Disrupting Audit
February 22, 2024 22:00 - 56 minutes - 52.1 MBRob 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. Sponsor ShareFile - https://earmarkcpe.promo/sharefile Chapters (00:53) - Rob V...
Solving Accounts Payable Pain Points with MakersHub
February 09, 2024 00:30 - 49 minutes - 44.9 MBPhong 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 highligh...
From Public Accounting to Tech Unicorn IPOs With Brandt Kucharski
January 26, 2024 22:15 - 1 hour - 57.5 MBBlake 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. Sponsor ShareFile - ...
Harness the Power of AI: Practical Uses for Accountants
January 13, 2024 05:00 - 1 hour - 55 MBOn 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 ...
Overcoming Burnout to Create a Sustainable Accounting Practice
January 04, 2024 14:00 - 59 minutes - 54.5 MBHitendra 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 offsh...
The Young CPA Perspective on the Talent Shortage
December 18, 2023 13:00 - 1 hour - 58.1 MBBlake 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 inclusi...
How Logan Graf Built a Dream Firm in Three Years
November 30, 2023 04:00 - 1 hour - 64.3 MBRising 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 fir...
Jody Grunden's $10 Million Secret: Weekly Client Meetings
November 20, 2023 04:00 - 1 hour - 61.6 MBJody 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...
Accounting Firm Marketing In The Era of Generative AI
November 03, 2023 20:20 - 51 minutes - 46.8 MBDavid 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 Autopilot Chapters (00:51) - Earn Free CPE credit (01:28) - David Toth joins the show to talk about marketing for accounting fir...
From Auditor to Google: How Mike Manalac Landed His Dream Job in Accounting
October 21, 2023 00:00 - 59 minutes - 54.1 MBMike 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 you...
Becoming Employee-Owned: How BDO Broke Out of the Partner Model
October 18, 2023 07:00 - 51 minutes - 47.1 MBWayne 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 ...
An Alternative To Advisory: Collaborative Accounting
October 05, 2023 00:30 - 52 minutes - 48.2 MBBlake 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 e...
Soft Skills, Not Spreadsheets: Keys to a Successful Accounting Career
September 29, 2023 15:00 - 1 hour - 55.1 MBJerry 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 ...
From Felon to Firm Owner: An Unconventional Path in Accounting
September 14, 2023 17:00 - 1 hour - 61.5 MBThink 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 ac...
Beat the House: Tax Strategies to Offset Gambling Winnings
August 18, 2023 14:00 - 54 minutes - 50.1 MBFrom 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 c...
Did They Just Kill Desktop? 2023 QuickBooks Update with Hector Garcia, CPA
August 04, 2023 18:00 - 48 minutes - 44.4 MBMajor 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 fut...
From EY to Starbucks to Startups with Keeley Favoino, CPA, Controller at Foxtrot
July 19, 2023 20:00 - 1 hour - 69.1 MBFollow 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 proc...
Finances Uncovered: Empowering OnlyFans Creators with Expert Accountancy
June 28, 2023 18:30 - 53 minutes - 49.3 MBBlake 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 c...
From 3 Orders a Day to $300 Million in Revenue: Scaling Accounting at PopSockets
June 15, 2023 18:00 - 1 hour - 59.8 MBIn 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 Autopi...
Pro Wrestling, Anime, and Financial Modeling with Ariel Menche
May 25, 2023 19:11 - 58 minutes - 54 MBAriel 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 Autopilot Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earma...
How Accountants Can Profit From The Subscription Economy
April 12, 2023 16:13 - 1 hour - 62.2 MBIn 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/anchor Sign up to get free CPE fo...
To be, or not to be a CPA firm with Chase Birky of Dark Horse CPAs
March 29, 2023 23:43 - 55 minutes - 50.4 MBWe’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 sponso...
The Chick-fil-A of payroll providers with Tim Petrey of HD Davis CPAs
March 16, 2023 00:47 - 53 minutes - 49.3 MBTim 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!...
6,000 clients and $7 million gross revenue in 12 years with Ben Sutton of Mazuma
February 28, 2023 00:48 - 1 hour - 55.8 MBBlake 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...
Why diverse accountants quit the profession according to the Illinois CPA Society
February 15, 2023 17:22 - 52 minutes - 48.3 MBHalf 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/liveflow Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Ea...
Why Diverse Accountants Quit The Profession
February 15, 2023 17:22 - 52 minutes - 48.5 MBHalf 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/liveflow Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Ea...
How to buy an accounting firm with Michael Ly of Reconciled
January 31, 2023 19:37 - 45 minutes - 41.5 MBSign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Michael on LinkedIn: https://www.linkedin.com/in/michaelly/ Learn more about Reconciled: https://reconciled.com/ Connect with Blake Oliver, CPA LinkedIn: https://www.linkedin.com/in/blaketoliver Twitter: https://twitter.com/...
How To Buy An Accounting Firm
January 31, 2023 19:37 - 45 minutes - 41.5 MBSign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Michael on LinkedIn: https://www.linkedin.com/in/michaelly/ Learn more about Reconciled: https://reconciled.com/ Connect with Blake Oliver, CPA LinkedIn: https://www.linkedin.com/in/blaketoliver Twitter: https://twitter.com/...
How to build a six-figure firm on Instagram with Sandra York
January 06, 2023 03:46 - 1 hour - 55.2 MBThanks to our sponsor, Accountests for making this episode possible! To learn more about Accountests, visit: https://earmarkcpe.promo/accountests Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Sandra York LinkedIn: https://www.linkedin.com/in/sandra-york-551b...
How to Build A Six-Figure Firm On Instagram
January 06, 2023 03:46 - 1 hour - 55.2 MBThanks to our sponsor, Accountests for making this episode possible! To learn more about Accountests, visit: https://earmarkcpe.promo/accountests Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Sandra York LinkedIn: https://www.linkedin.com/in/sandra-york-551b...
Profitable Bookkeeping For Under $200 Per Month
December 13, 2022 23:13 - 57 minutes - 52.9 MBMany thanks to our sponsor, LiveFlow! To learn more about LiveFlow, visit https://earmarkcpe.promo/liveflow Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Michael Alliman LinkedIn: https://www.linkedin.com/in/michaelalliman/ Learn more about Michael's firm: https...
Profitable bookkeeping for under $200 per month with Michael Alliman
December 13, 2022 23:13 - 57 minutes - 52.9 MBMany thanks to our sponsor, LiveFlow! To learn more about LiveFlow, visit https://earmarkcpe.promo/liveflow Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Michael Alliman LinkedIn: https://www.linkedin.com/in/michaelalliman/ Learn more about Michael's firm: https...
Outsourced controllership with team & technology featuring Félix Latour of Le Contrôleur
December 06, 2022 06:32 - 1 hour - 57.2 MBThank you to our sponsor, ApprovalMax! To learn more about ApprovalMax, visit: https://earmarkcpe.promo/approvalmax Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Felix: LinkedIn: https://www.linkedin.com/in/f%C3%A9lix-latour-781291a4/ Learn about Le Controleur: https:...
Outsourced Controllership With Team & Technology
December 06, 2022 06:32 - 1 hour - 57.2 MBThank you to our sponsor, ApprovalMax! To learn more about ApprovalMax, visit: https://earmarkcpe.promo/approvalmax Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Felix: LinkedIn: https://www.linkedin.com/in/f%C3%A9lix-latour-781291a4/ Learn about Le Controleur: https:...
Building an offshore team in the Philippines: From 0 to 15 staff in 4 years with Argel Sabillo
November 25, 2022 21:28 - 1 hour - 57.2 MBMany thanks to our sponsor, LiveFlow! To learn more about LiveFlow, visit https://earmarkcpe.promo/liveflow Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Argel Sabillo, CPA LinkedIn: https://www.linkedin.com/in/argelsabillocpa/ Learn more about DTLA CPA Web...
Building An Offshore Team in the Philippines: From 0 to 15 Staff in 4 Years
November 25, 2022 21:28 - 1 hour - 57.2 MBMany thanks to our sponsor, LiveFlow! To learn more about LiveFlow, visit https://earmarkcpe.promo/liveflow Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Argel Sabillo, CPA LinkedIn: https://www.linkedin.com/in/argelsabillocpa/ Learn more about DTLA CPA Web...
Peloton Co-Founder Wants You to IPO on QuickBooks
November 17, 2022 06:03 - 1 hour - 57.4 MBThanks to our sponsor, Avise! https://earmarkcpe.promo/avise Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Graham Stanton LinkedIn: https://www.linkedin.com/in/grahamstanton/ Learn more about Avise: https://avise.com Connect with Blake Oliver, CPA LinkedIn: https://www...
Why Peloton co-founder Graham Stanton wants you to IPO on QuickBooks
November 17, 2022 06:03 - 1 hour - 57.4 MBThanks to our sponsor, Avise! https://earmarkcpe.promo/avise Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Graham Stanton LinkedIn: https://www.linkedin.com/in/grahamstanton/ Learn more about Avise: https://avise.com Connect with Blake Oliver, CPA LinkedIn: https://www.li...
Keep calm & automate your client onboarding with Korey Cournoyer of GrowthLab Financial
November 07, 2022 22:00 - 53 minutes - 49.1 MBMany thanks to our sponsor, LiveFlow! To learn more about LiveFlow, visit https://earmarkcpe.promo/liveflow Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Korey Cournoyer LinkedIn: https://www.linkedin.com/in/koreycournoyer/ Learn more about GrowthLab Financial Website: htt...
Keep Calm & Automate Your Client Onboarding
November 07, 2022 22:00 - 53 minutes - 49.1 MBMany thanks to our sponsor, LiveFlow! To learn more about LiveFlow, visit https://earmarkcpe.promo/liveflow Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Korey Cournoyer LinkedIn: https://www.linkedin.com/in/koreycournoyer/ Learn more about GrowthLab Financial Website: htt...
Quality Management: The Secret to a Scalable Accounting Practice
October 21, 2022 19:51 - 53 minutes - 49.2 MBSign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guests John Rea LinkedIn: https://www.linkedin.com/in/john-rea-04553013/ Twitter: https://mobile.twitter.com/johnrea88 Learn how Scrutinize helps accounting and bookkeeping firms close client books faster and more accur...
Quality Management: The secret to a scalable accounting practice with John Rea and Rachel Fisch
October 21, 2022 19:51 - 53 minutes - 49.2 MBSign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guests John Rea LinkedIn: https://www.linkedin.com/in/john-rea-04553013/ Twitter: https://mobile.twitter.com/johnrea88 Learn how Scrutinize helps accounting and bookkeeping firms close client books faster and more accuratel...
Why Is Tax Software Stuck In the Stone Age?
October 11, 2022 16:36 - 46 minutes - 42.1 MBSign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Peter Wen LinkedIn: https://www.linkedin.com/in/peterwen/ Learn more about Tallyfor http://tallyfor.com Connect with Blake Oliver, CPA LinkedIn: https://www.linkedin.com/in/blaketoliver Twitter: https://twitter.com/blaket...
Why is tax software stuck in the stone age? Peter Wen of Tallyfor has the answer
October 11, 2022 16:36 - 46 minutes - 42.1 MBSign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Peter Wen LinkedIn: https://www.linkedin.com/in/peterwen/ Learn more about Tallyfor http://tallyfor.com Connect with Blake Oliver, CPA LinkedIn: https://www.linkedin.com/in/blaketoliver Twitter: https://twitter.com/blaketoliver...
If you want to grow, you need a COO according to Rita Keller of Keller Advisors
September 24, 2022 01:00 - 1 hour - 59.4 MBThis episode is sponsored by Jirav. Learn more at jirav.com/earmark Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Rita LinkedIn: https://www.linkedin.com/in/cpamanagement/ Website: https://ritakeller.com/ Learn more Keller Advisors, LLC Keller Advisors, LLC: https://www.fa...