Earmark Media LLC Podcasts

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The Accounting Podcast

Blake Oliver & David Leary

3d ago3d ago

Chaque semaine+

The Accounting Podcast (formerly the Cloud Accounting Podcast) is the world's #1 accounting, bookkeeping, and tax podcast! Join us weekly for a roundup of accounting news, analysis, and interviews. Plus, earn free NASBA-approved CPE credits for listening with the Earmark app. Learn more at https://earmarkcpe.com.

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Best Metrics

Glenn Dunlap

12d ago1w ago

Chaque mois

Welcome to Best Metrics, where we dive deep into how industry experts evaluate financial statements and the key metrics they use to help their clients improve. Each episode, host Glenn Dunlap sits down with leading professionals to discuss their analytical approaches, the insights they uncover, and practical advice you can apply to your own practice.

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AI: Accounting Intelligence

Isaac Heller

12d ago1w ago

Chaque mois+

Join Isaac Heller as he meets with leaders in the accounting technology space to discuss how AI and automation are transforming the accounting industry, how technology has evolved, and how AI can help accountants work more efficiently. You’ll also learn how accountants can embrace innovations to improve their careers and lives and get forward-thinking perspectives on where the accounting profession is headed when it comes to new technologies and AI!

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CENSORED Ethics

Greg Kyte, CPA and Adam Broud

1y ago1y ago

Chaque mois

Welcome to Ethics that doesn't suck! CPA and comedian Greg Kyte teams up with MBA and comedian Adam Broud to discuss the intricacies of behavioral ethics — sociological nudges that prime people to behave more ethically or less ethically. During their lively conversations, they draw on research from psychology and economics.

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Avoid Crisis

Allen Plyler & Rey Arellano

10M ago42w ago

Chaque mois

By seeing what's in front of you and thinking about what can't be seen, one constantly weighs opportunity and risk in alignment with values, beliefs, objectives, and constraints. Crisis occurs when bad things happen to the unprepared. Preparation requires thought, decision, and action. Every moment is a choice and an action. Be deliberate. Avoid crisis. Listen to Avoid Crisis. Disclaimer Avoid Crisis Inc., Allen Plyler, and / or Reynaldo Arellano are not giving to any listener or listeners a ...

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The Good, The Bad, and The Ugly Accounting Podcast

Lorilyn Wilson, CPA

1+ y ago1+ y ago

Chaque mois

Avalara brings you a podcast by accountants for accountants. Hear from some of the biggest thought leaders in the industry on the current and future state of accounting, as well as lessons they've learned along the way.

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show series

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What Will Replace 150-Hour Rule? | EY CPAs Fired For Taking Too Much CPE 1:08:19

3d ago1:08:19

1:08:19

In this episode, Amber Setter returns to discuss the AICPA and NASBA's newly proposed competency-based pathway to CPA licensure, offering a 150-hour-rule alternative. They argue that the complexity of the plan might create more bureaucratic barriers rather than simplifying the process. There's also talk on the challenges facing the profession, incl…

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Why Trump Will Win & AICPA Has a New President 1:32:37

9d ago1:32:37

1:32:37

Blake and David examine why Trump may win in 2024, discussing immigration's economic impact on working-class wages and how this could affect voting patterns, particularly in border states like Arizona. They also look at the AICPA's selection of Mark Koziel as its new president, questioning whether the organization truly advocates for average CPAs. …

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Best Metrics for Government Services 52:09

12d ago52:09

52:09

Catherine Demes Maydew joins the show again, to share her expertise on government accounting and financial management. She explains key metrics and ratios used to assess municipal financial health, discusses the unique challenges of government budgeting, and highlights the importance of citizen engagement in local finances. This episode offers valu…

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Pioneering AI in Law and Accounting 45:19

12d ago45:19

45:19

This week Isaac is joined by Noah Waisberg, founder of Kira Systems and Zuva, to discuss his journey from lawyer to AI entrepreneur. Noah shares insights on the evolution of contract analysis technology, from early machine learning approaches to today's large language models. The conversation explores the intersection of legal and accounting AI, de…

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NATP Breaks Up with Intuit & Fat Joe vs. BDO 1:17:59

17d ago1:17:59

1:17:59

Blake and David touch on several hot topics in the accounting world, including the fallout from Intuit's controversial TurboTax ad, and the National Association of Tax Preparers cutting ties with the company. They also examine Trump Jr.'s threats against Deloitte, KPMG's support for alternative pathways to CPA licensure, and rapper Fat Joe's recent…

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OpenAI's Insane Entity Structure 1:04:05

24d ago1:04:05

1:04:05

Blake and David look into OpenAI's complex entity structure and potential conversion from nonprofit to for-profit, highlighting the significant financial implications. They also discuss the challenges facing FreshBooks amid recent layoffs and shifting market dynamics and then explore the journey of Vuori's CEO Joe Kudla, emphasizing how his account…

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Building Your Cloud-Based Audit Tech Stack 1:02:08

26d ago1:02:08

1:02:08

This bonus episode explores the evolving landscape of audit technology, focusing on the shift from all-in-one solutions to integrated, best-of-breed tech stacks. Industry experts discuss the key characteristics of modern audit tools, including cloud-based architecture, open APIs, and a commitment to continuous innovation. The conversation culminate…

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Best Metrics for Wineries 54:22

26d ago54:22

54:22

Dive into the world of winery finances with Geni Whitehouse, a CPA with deep roots in Napa Valley's wine industry. Geni uncorks the complexities of managing a winery's books, from tracking multi-year production cycles to balancing farming costs against market fluctuations. She emphasizes the importance of understanding each winery's unique goals an…

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Intuit Attacks Tax Pros & IRS Can't Measure Audit Rate 1:14:03

30d ago1:14:03

1:14:03

Blake and David discuss a controversial TurboTax ad campaign encouraging people to "break up" with their tax professionals, analyze survey data on AI adoption in accounting firms, and critically examine proposed changes to CPA licensure requirements. They also explore NASBA's influence on the profession end debate the merits of automatic mobility f…

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TikTok Tactics and Four-Day Workweeks 26:41

1M ago26:41

26:41

Blake and David meet with Natalie Lennon, the Australian accountant known as the "Queen of TikTok" in accounting circles. Natalie shares her experiences at Xerocon Nashville, discusses the differences between Australian and American accounting practices, and explains how she leveraged TikTok to grow her accounting business. She also outlines implem…

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Remote Work Going Away or Here to Stay? 1:23:36

1M ago1:23:36

1:23:36

Blake and David examine the evolving landscape of remote work, discussing recent trends and their impact on productivity and employee well-being. They also explore the commercial real estate market's challenges due to the shift towards remote work and its potential implications for the banking sector. Moving on, they take a look at recent audit fai…

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Accelerating FRS 102: Leveraging AI & Accounting Advisory to Streamline Compliance 59:17

1M ago59:17

59:17

This bonus episode explores the upcoming changes to FRS 102 and how companies can prepare for the 2026 deadline. Isaac and Ian Greenwood, Partner in Accounting Advisory at KPMG discuss the major updates to lease accounting and revenue recognition, highlighting potential challenges and practical solutions. The conversation delves into how artificial…

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Best Metrics for Landscaping & Lawn Care 1:03:45

1M ago1:03:45

1:03:45

Christeen Era, co-founder of Green Profit Academy, shares her expertise on transforming the financial health of lawn care and landscaping businesses. She dives into critical metrics like gross profit margins, equipment utilization, and seasonal cash flow management. Christeen offers practical advice on pricing strategies, managing operational costs…

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Intuit Launches ERP, China Fines PwC, OpenAI's New Model 1:03:33

1M ago1:03:33

1:03:33

Blake and David explore Intuit's new Enterprise Suite, a product that appears to compete with NetSuite in the mid-market ERP space. They also discuss a major audit failure by PwC in China related to Evergrande, raising concerns about the ethics and integrity at large accounting firms. They also discuss the tragic death of a young accountant at EY i…

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How Kenyth Got His CPA Credits in 3 months and 36 Days 25:36

1M ago25:36

25:36

Blake and David meet with Kenyth Holdefer, who shares his unconventional path to becoming a CPA. Kenyth details how he obtained his bachelor's and master's degrees in just over four months through Western Governors University's competency-based education model, followed by passing all four CPA exams within six months. Kenyth highlights his transiti…

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SuiteWorld Recap & Bookkeeping Startup Raises $200M 59:04

2M ago59:04

59:04

Back from SuiteWorld, Blake and David discuss key takeaways from Oracle NetSuite's conference, including product updates and the event's growing scale. They also examine recent fundraising in the accounting-tech space, notably bookkeeping startup Finally's $200 million Series B round. Moving on, there's Big Four firm news, including PwC's layoffs a…

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Best Metrics for Restaurants 1:07:40

2M ago1:07:40

1:07:40

Dive into the complex world of restaurant finances with CPA Jabbar Daniels as he shares crucial insights on managing costs, labor, and cash flow in the food service industry. Discover the key metrics restaurant owners should monitor to ensure profitability and sustainability. This episode offers practical advice on everything from setting up accoun…

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From CPA to EV Founder 53:45

2M ago53:45

53:45

Guzel Lumpkin shares her remarkable journey from a small Russian village to becoming a CPA, CFO, and now CEO of EVLUV, an electric vehicle charging startup. From her early days as a CPA at Deloitte to navigating IPOs for tech giants, Guzel shares valuable lessons on leveraging financial acumen in the startup world. Her current venture into the EV c…

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Why EY Has The Worst Big Four PCAOB Deficiency Rate 1:23:16

2M ago1:23:16

1:23:16

In our 400th episode, Blake and David dive into the controversial world of audit quality and Big Four accounting firms. They also discuss a listener's critical email about their audit coverage, explore recent audit failures and deficiencies, and debate the underlying incentives in the audit industry. The discussion turns to workplace culture issues…

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Is Intuit Going Enterprise? In THIS Economy? 1:28:24

2M ago1:28:24

1:28:24

In this episode, Blake and David dive into Intuit's strategic shift towards enterprise solutions, discussing the potential impact on the accounting industry. They also examine some recent economic trends, including the U.S. debt situation and its comparison to historical empires. They then get into audit deficiency rates reported by the PCAOB, high…

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AI Hype vs. Reality 57:50

2M ago57:50

57:50

Isaac Heller and guest Blake Oliver dive deep into the world of AI in accounting, examining recent VC investments and emerging trends. They discuss the potential for AI to augment and automate various accounting tasks, from bookkeeping to auditing, while exploring the challenges of implementation and data management. The conversation also touches o…

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Xero Now Does Bank Reconciliations! 1:20:11

2M ago1:20:11

1:20:11

Blake and David leap into the latest updates from Xerocon, including new features like traditional bank reconciliations, embedded bill pay with BILL and AI capabilities through JAX (Just Ask Xero). They look at Xero's strategy to double and how it compares to Intuit's mid-market growth focus. They also touch on the potential impact of QuickBooks' p…

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Automating SOX Audits with RAG 15:05

3M ago15:05

15:05

Blake Oliver meets with Josh Poresky, a recent college graduate working in audit at RSM. Josh describes his innovative AI project that uses retrieval augmented generation (RAG) to query PCAOB audit guidelines instantly. They explore how this technology could potentially automate up to 99% of staff work for internal controls testing in SOX audits an…

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