All Episodes
Displaying episodes 1 - 30 of 51 in total
From Felon to Firm Owner: An Unconventional Path in Accounting
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 fir...
Beat the House: Tax Strategies to Offset Gambling Winnings
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 tax...
Did They Just Kill Desktop? 2023 QuickBooks Update with Hector Garcia, CPA
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 a...
From EY to Starbucks to Startups with Keeley Favoino, CPA, Controller at Foxtrot
Follow the journey of Keeley Favoino, CPA, from her background in accounting at various organizations, including EY, Starbucks, OfferUp, and Farmer's Fridge, before jo...
Finances Uncovered: Empowering OnlyFans Creators with Expert Accountancy
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...
From 3 Orders a Day to $300 Million in Revenue: Scaling Accounting at PopSockets
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 l...
Pro Wrestling, Anime, and Financial Modeling with Ariel Menche
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 valua...
How Accountants Can Profit From The Subscription Economy
In 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 val...
To be, or not to be a CPA firm with Chase Birky of Dark Horse CPAs
We’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 importanc...
The Chick-fil-A of payroll providers with Tim Petrey of HD Davis CPAs
Tim 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 Dav...
6,000 clients and $7 million gross revenue in 12 years with Ben Sutton of Mazuma
Blake Oliver is joined by Ben Sutton, the founder of Mazuma. Mazuma offers core monthly bookkeeping services, reconciliations, basic financials, and tax returns for a ...
Why diverse accountants quit the profession according to the Illinois CPA Society
Half of accountants believe that diversity is important. Half do not. Meanwhile, efforts to increase diversity in accounting firms have had disappointing results. Todd...
How to buy an accounting firm with Michael Ly of Reconciled
Michael Ly, founder and CEO of Reconciled, shares his advice for accountants, CPAs, and fellow entrepreneurs who are interested in purchasing a firm, based on his own ...
How to build a six-figure firm on Instagram with Sandra York
Sandra York, CPA, burned out as a senior manager at a Top 100 accounting firm and set out on her own. Learn how she built a thriving bookkeeping and tax business on In...
Profitable bookkeeping for under $200 per month with Michael Alliman
Learn how Michael Alliman of Alliman Business Group has built a profitable and sustainable bookkeeping business at a starting price of just $179 per month.
Outsourced controllership with team & technology featuring Félix Latour of Le Contrôleur
Félix Latour of Le Contrôleur runs an outsourced accounting operation that provides a team approach to controllership with robust internal controls using the latest cl...
Building an offshore team in the Philippines: From 0 to 15 staff in 4 years with Argel Sabillo
Argel Sabillo, CPA, left Deloitte to start his own accounting and tax firm, hiring offshore staff from the start. He shares mistakes, best practices, and secrets learn...
Why Peloton co-founder Graham Stanton wants you to IPO on QuickBooks
Graham Stanton ran accounting and finance at Peloton. He hired the first CFO, oversaw a troubled ERP implementation, and resolved to someday make it possible for every...
Keep calm & automate your client onboarding with Korey Cournoyer of GrowthLab Financial
New client onboarding is one of the most challenging and painful aspects of running an accounting firm. But it’s also a significant opportunity to set yourself up for ...
Quality Management: The secret to a scalable accounting practice with John Rea and Rachel Fisch
Why do so many accounting firms fail to grow effectively? One common reason is that owners struggle to maintain the high quality their clients expect as they delegate ...
Why is tax software stuck in the stone age? Peter Wen of Tallyfor has the answer
Peter Wen, CPA gives an overview of the tax software market for accounting firms. Learn about the offerings from the Big Four vendors in tax (Drake, Intuit, Thomson Re...
If you want to grow, you need a COO according to Rita Keller of Keller Advisors
As one of the first CPA "firm administrators," Rita Keller grew an accounting practice from 11 people to a regional firm with over 125 people across three offices. Lea...
Developing a cutting edge sales tax practice for e-commerce with LedgerGurus
Learn how to build a productive and profitable sales tax practice for your accounting firm from Brittany Brown and Kexin Smith of LedgerGurus.
Your future may be Your Part-Time Controller — with founder Eric Fraint
Today we're talking to Eric Fraint, the founder and President of Your Part-Time Controller, LLC - a top 100 Accounting Firm! Eric shares why he started his firm, the m...
Scaling startup finance with David Wieseneck, VP Finance @ Demostack
Today, we're talking about scaling startup finance with David Wieseneck, VP Finance at Demostack. David divulges why he avoided ERP as long as he possibly could. Then,...
The path towards advisory in tax with Jorge Olavarrieta and Minal Babaria
We're continuing the Path to Advisory series and now moving on to tax. Today, I'm joined by Jorge Olavarrieta, Intuit's VP of Product Management and Design, and Minal ...
How to communicate financial information to normal people with Geni Whitehouse
Geni Whitehouse teaches us why communication matters and how to adjust our communication to different personality profiles so that accountants can become more effectiv...
Real talk with "The Real Estate CPA," Brandon Hall of Hall CPA PLLC
Brandon Hall built a marketing funnel that gets his firm 400 inbound inquiries per month translating to 30-40 new tax planning clients. He also manages his 33-person f...
Who cares about lease accounting? with Issac Heller of Trullion
Blake talks with Issac Heller about the new lease accounting standards, whether or not investors really care, what accountants need to know either way, how accountants...
The Path to Advisory in Client Accounting Services (Part 3 of 3) with Dan Gertrudes of GrowthLab Financial
We all want to add advisory services to our outsourced accounting practices to increase our value and make more money. But what does that mean and how do we do it? In ...