Earmark Podcast | Earn Free Accounting CPE

Blake Oliver, CPA
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Earmark Podcast | Earn Free Accounting CPE Podcast

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.

  1. Integrating Wealth Management with Accounting Services

    6 DAYS AGO

    Integrating Wealth Management with Accounting Services

    Join Blake Oliver as he interviews Kyle Walters, CPA firm partner and wealth manager at Atlas Wealth Advisors. Despite not being a CPA himself, Kyle brings a fresh perspective to the accounting world. We'll explore: - The benefits of integrating wealth management and accounting services- How non-traditional backgrounds can lead to innovative approaches- Candid insights into client feedback that CPAs rarely hear- Strategies for delivering the integrated advice clients truly want (Originally recorded on August 1, 2024, on Earmark Webinars+) SponsorMakersHub - https://earmarkcpe.promo/makershub Chapters(01:05) - Kyle's Journey into Wealth Management and CPA Integration (02:46) - Building a CPA Firm from Scratch (05:05) - Client-Centric Approach and the Red Chair Concept (06:28) - Differences Between Wealth Management and Traditional CPA Firms (10:15) - Challenges and Benefits of Integrated Services (15:11) - Improving Client Relationships and Communication (30:16) - Scheduling Work to Improve Efficiency (35:48) - Client Communication Challenges & Strategies (38:21) - Logistical Issues and Solutions (41:28) - The Role of CPAs and Financial Advisors (47:40) - Integrated Financial Advice (50:49) - Client Engagement and Meeting Schedules (53:46) - The Future of Accounting and Financial Advice (55:41) - Getting Started in Wealth Management (01:00:33) - The Impact of AI on Tax Preparation (01:01:45) - Conclusion and Upcoming Events 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/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Kyle WaltersLinkedIn: https://www.linkedin.com/in/kyledwalters Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

    1h 3m
  2. Successfully Selling Your CAS Practice: Lessons from Industry Experts

    6 SEPT

    Successfully Selling Your CAS Practice: Lessons from Industry Experts

    Join Blake Oliver for a conversation with Lynnette Oss Connell and Craig Connell as they share their real-life journey of selling their Client Accounting Services (CAS) firm to a larger regional CPA firm. This webinar will explore the complexities and challenges of transitioning a boutique practice into a larger organization. Gain valuable insights on preparing for a sale, negotiating terms, and ensuring a smooth transition for your clients and team. Whether you're considering selling your firm now or in the future, this session offers actionable strategies and expert advice to help you navigate the process successfully. (Originally recorded on August 27, 2024, on Earmark Webinars+) SponsorMakersHub - https://earmarkcpe.promo/makershub Chapters(01:09) - Founding ClickPNW: Lynette and Craig's Journey (02:50) - Client Services and Growth Strategies (05:26) - Challenges and Successes in Client Management (09:28) - Deciding to Sell: Personal and Professional Factors (18:09) - Finding the Right Buyer: The Sweeney Conrad Story (31:39) - Transitioning to a New Firm (32:16) - Employee and Client Considerations and Unexpected Challenges (33:56) - Transitioning Staff and Clients (36:50) - Client Relationships and Retention (39:15) - Administrative Challenges (44:30) - Lessons Learned and Advice (55:15) - Future Plans and Reflections (59:41) - Conclusion and CPE Information 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/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guests: Lynnette Oss ConnellLinkedIn: http://linkedin.com/in/lynnette-oss-connell-cpa Craig ConnellLinkedIn: http://www.linkedin.com/in/craigconnellcpa Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

    1h 1m
  3. The Savannah Bananas' Playbook for Unconventional Business Growth

    23 AUG

    The Savannah Bananas' Playbook for Unconventional Business Growth

    Blake Oliver interviews Savannah Bananas CFO Tim Naddy to learn unconventional strategies for explosive business growth. Discover how this innovative sports entertainment team achieved a million-fan waitlist and sold out over 200 consecutive games. Tim will share insights on creating innovative revenue streams, developing fan-centric KPIs to drive profitability, and managing financial risks in rapidly scaling businesses. Whether you're in sports, entertainment, or another industry, discover how to apply these creative accounting practices to transform your financial approach. Walk away with actionable strategies to enhance customer engagement, boost growth, and reimagine your business's financial success. (Originally recorded on August 7, 2024, on Earmark Webinars+) Chapters (00:00) - How to Earn CPE (00:59) - Behind the Scenes with the Savannah Bananas (02:48) - The Role of a CPA in Sports Entertainment (04:22) - Educating the Next Generation of Creatives (07:19) - The Savannah Bananas Phenomenon (12:41) - Fan-Centric Business Model (18:27) - Challenges and Innovations in Finance (27:24) - Touring and Merchandise Strategy (32:52) - Partnering for Regional Warehousing (33:34) - Forecasting Inventory Needs (34:09) - Managing Merchandise Logistics (35:10) - Understanding Fan Data (37:07) - Finance Tech Stack Overview (47:16) - Challenges of Rapid Expansion (53:59) - Creative Accounting Practices (57:18) - Advice for Aspiring Accountants (01:00:14) - Conclusion and CPE Information 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/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Tim NaddyLinkedIn: http://www.linkedin.com/in/drtimnaddy221b Learn more about The Savannah Bananas https://thesavannahbananas.com/ Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

    1h 1m
  4. How Taxes Shape Our Economy and Lives

    10 AUG

    How Taxes Shape Our Economy and Lives

    Join Blake Oliver, CPA, and Scott Hodge, President Emeritus and Senior Policy Advisor at the Tax Foundation, for an engaging and insightful webinar that delves into the complexities of tax policy as discussed in Scott's new book, "Taxocracy." Discover how tax policies impact everyday expenses like housing, healthcare, and education, and learn surprising historical tax facts such as the 18th-century British “window tax” and its relevance to today's proposed wealth taxes. (Originally recorded on July 25, 2024, on Earmark Webinars+) Chapters (00:46) - Introducing 'Taxocracy' (04:10) - Education and Tuition Costs (11:24) - Principles of Tax Policy (15:27) - Corporate Tax Rates Debate (22:44) - Tariffs and Economic Impact (28:03) - Impact of Trade Wars on Consumer Goods (29:24) - Tax Policies and Their Consequences (32:49) - Unintended Consequences of Tax Policies (35:18) - Creative Tax Avoidance Strategies (38:31) - The Role and History of the Tax Foundation (42:34) - Challenges and Future of Tax Reform (50:20) - Global Tax Systems and Their Benefits (52:19) - Conclusion and Final Thoughts 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/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Scott Hodge LinkedIn: https://www.linkedin.com/in/scottahodge/ Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

    54 min
  5. Our Favorite Government Frauds: An Interview with the Hosts of "Oh My Fraud"

    30 JUL

    Our Favorite Government Frauds: An Interview with the Hosts of "Oh My Fraud"

    Greg Kyte and Caleb Newquist of the Oh My Fraud podcast share their favorite government fraud cases they've covered on the Oh My Fraud podcast, including Rita Crundwell's $53 million municipal fraud in Dixon, Illinois, and Claudia Viles' $500,000 tax-collector fraud in Anson, Maine. They also examine the "Fat Leonard" Navy contracting fraud, Eddie Tipton's lottery rigging scheme, and some pandemic-related frauds like PPP and EIDL abuse. SponsorMakersHub - https://earmarkcpe.promo/makershub Chapters(00:52) - Overview of Government Frauds (01:58) - The Case of Rita Crundwell (06:43) - How Rita Crundwell Was Caught (14:36) - The Case of Claudia Viles (32:17) - The Fat Leonard Scandal Unveiled (33:43) - Exorbitant Invoices and Ignored Red Flags (34:45) - Bravo Zulus and Dirty Work (36:13) - Security Measures and Exploiting Tragedies (39:11) - The Crux of the Fraud: Inflated Invoices (41:00) - Lottery Fraud: Eddie Tipton's Scheme (49:20) - Pandemic Fraud: A Rock and a Hard Place (55:52) - Final Thoughts and Takeaways 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/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guests: Greg Kyte, CPA Website: http://www.comedyCPE.comX: https://twitter.com/gregkyte LinkedIn: https://www.linkedin.com/in/gregkyte/ Caleb Newquist X: https://twitter.com/cnewquistLinkedIn: https://www.linkedin.com/in/calebnewquist/ Learn more about Oh My Fraud Website: https://ohmyfraud.com/ Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

    60 min
  6. Practical Strategies for Recruiting and Retaining Top Talent in Accounting

    11 JUL

    Practical Strategies for Recruiting and Retaining Top Talent in Accounting

    Explore cutting-edge hiring solutions for accountancy firms with Robin Thieme, CEO and founder of KBS CFO, and industry expert Blake Oliver. Learn how work simulations provide a "try before you buy" approach, ensuring a better fit for the firm and the candidate. Discover the benefits of apprenticeship programs, which KBS CFO has successfully implemented. Robin will share insights from her experience running a Results Only Work Environment and discuss how these innovative practices can help your firm attract and retain top talent. Don't miss this opportunity to revolutionize your hiring process! (Originally recorded on June 19, 2024, on Earmark Webinars+) SponsorMakersHub - https://earmarkcpe.promo/makershub Chapters(01:57) - Robin Thieme's Background and Firm Overview (05:44) - Specialization in Distilleries (07:57) - Team Structure and Roles (13:17) - Innovative Hiring Practices (18:30) - Work Simulation Process (29:55) - Remote Work Challenges and Skills (38:24) - Introduction to Results Only Work Environment (38:53) - Attracting Top Talent with a Tech-Forward Approach (40:41) - Flexibility and Accountability in Remote Work (43:57) - Managing Team Performance and Client Expectations (45:26) - How to Hold Your Team Accountable (48:29) - Choosing the Right Workflow Tools (56:52) - Exploring Apprenticeship Programs (01:01:55) - The Role of Timesheets in Job Costing (01:04:09) - Conclusion and Contact Information Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comEarn CPE for this episode! https://www.earmark.app/course/c41e6910-586a-474d-ae77-febfce14898f 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, Robin H Thieme, CITP, CGMA, CPALinkedIn: https://www.linkedin.com/in/kbscfo/ Learn more about KBS CFOWebsite: https://www.kbscfo.com/#Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

    1h 4m
  7. The Art of Challenging Property Tax Assessments

    1 JUL

    The Art of Challenging Property Tax Assessments

    Blake discusses the intricacies of property tax assessments and appeals with Josh Malancuk, President and Founder of JM Tax Advocates. Josh explains how his firm helps businesses minimize their property tax liabilities by providing a more accurate market value for their properties, which often differs from the assessor's valuation. He walks through the appeal process, the importance of meeting deadlines, and shares a case study where his firm saved a client millions of dollars in property taxes. SponsorMakersHub - https://earmarkcpe.promo/makershub Chapters(01:04) - Meet Josh Malancuk: Property Tax Specialist (02:09) - The Importance of Property Tax Specialization (06:07) - Understanding Property Tax Assessments (09:06) - The Appeal Process Explained (16:12) - Appealing an Asset Value (23:49) - What Is It Like Making an Appeal? (32:58) - Case Study: Mega Food Processor (40:36) - How to Work with JM Tax Advocates (45:10) - Advice for Aspiring Property Tax Specialists (46:41) - Conclusion and Contact Information 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/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Josh Malancuk, CPA, CMILinkedIn: https://www.linkedin.com/in/josh-malancuk-cpa-cmi-a5997619/ Learn more about JM Tax Advocateshttps://jmtaxadvocates.com/ Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

    46 min
  8. Achieving Work-Life Harmony in Accounting with The 3.3 Rule

    18 JUN

    Achieving Work-Life Harmony in Accounting with The 3.3 Rule

    John Briggs, founder of Incite Tax and author of "The 3.3 Rule" joins Blake to explain his approach to ending burnout in accounting while increasing productivity, which involves working for up to three hours followed by a 30% recovery period. They explore how this method can double productivity compared to the traditional 8-hour workday, and John provides practical tips for implementing it in accounting firms. SponsorMakersHub - https://earmarkcpe.promo/makershub Chapters(00:38) - Introducing John Briggs and the 3.3 Rule (04:50) - Applying the 3.3 Rule in Accounting (05:12) - John's Journey: From Deloitte to Insight Tax (07:04) - Challenges and Solutions in Modern Accounting Firms (11:42) - The Problem with Billable Hours (22:19) - The Benefits of Structured Breaks (25:07) - Being a Controller at Atlas (27:29) - The Reality of Top 100 Firms and Work-Life Balance (29:18) - AI's Impact on Consulting and Accounting (30:31) - The Future of Work Hours and Technology (33:57) - Balancing Work, Health, and Personal Life (39:05) - Measuring Productivity Beyond Hours Worked (46:35) - Final Thoughts and Where to Find More Information 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/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, John Briggs LinkedIn: https://www.linkedin.com/in/johnbriggscpa/ Learn more about Incite Tax & Accounting Website: https://incitetax.com/ Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

    48 min
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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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