All Episodes
Displaying 1 - 20 of 122 in total
CLARKE and the Push to Recognize On-the-Job Learning
What if researching a client’s tax question could count toward your CPE requirement? Blake Oliver joins state CPA society leaders Shelly Weir, Boyd Search, Allen Lloyd...
Could Accountants Outearn Software Engineers?
Could one accountant manage $1 million in client fees? Pilot CEO Jessica McKellar joins Blake Oliver to explain that goal and how Meridian automates month-end producti...
AI Can Run Payroll. What Should Accountants Do Next?
AI creates capacity, but it doesn’t create demand. CPA Echo Zhong joins Blake Oliver to explain how her firm uses Claude and Gusto to prepare payroll and update cash f...
Is Your AI Investment Paying Off? What Finance Leaders Should Measure
AI is taking on routine accounting work—but what should accountants do next? Blake Oliver talks with Mike DePrisco, CEO of the Institute of Management Accountants, abo...
The Fight to Save the CPA License: Inside FICPA's Two-Year Battle
Could Florida have quietly unraveled CPA licensure? In this episode, Blake Oliver talks with FICPA CEO Shelly Weir about the legislation that threatened to eliminate F...
The Future of Accounting is Human
Karl Paadam made partner at PwC Estonia at 26, spent a decade in tech, and came back to build United Accountants on a contrarian thesis: the future of accounting is hu...
89% of Accountants Say AI Pays Off—So What’s the Catch?
Is AI really replacing accountants—or just changing the job? Blake Oliver talks with Capterra analyst David Jani about new survey data showing where AI is gaining trac...
Progression or Extinction: AI’s Accounting Reckoning
What if AI wipes out the entry-level accounting work firms have relied on for decades? Blake Oliver talks with Sikich managing principal Richard Lynch about the rise o...
Pricing, Offshoring, and AI: Inside the Numbers at Accounting Firms
What does the data actually say about where accounting firms are headed? Blake Oliver talks with Chelsea Summers of Inside Public Accounting about the real numbers beh...
The IRS is Coming for Crypto: Coinbase’s VP of Tax Explains What Happens Next
Blake sits down with Lawrence Zlatkin, VP of Tax at Coinbase, to unpack the state of crypto taxation. From how the IRS treats digital assets as property to the new 109...
What Private Equity Really Changes Inside an Accounting Firm wiith Devin Mathews
What really happens after private equity buys your CPA firm? ParkerGale partner Devin Mathews joins Blake to unpack why partners cheer while staff chafe, how PE drives...
Inside Thomson Reuters’ Plan to Automate the Tax Return
AI won’t replace accountants—but AI-enabled firms will outcompete them. Blake Oliver sits down with Thomson Reuters’ Elizabeth Beastrom and Kirat Sekhon to map the end...
Excel and AI: Code Your Way to Hours Back Every Week
You open Excel daily, but are you using AI to make it work for you? While 58% of professionals have tried AI, only 17% use it regularly—a missed opportunity. Join CPA ...
Auditing at the Speed of Risk with Richard Chambers
Are you auditing at the speed of risk? Richard Chambers—50-year internal audit veteran and AuditBoard advisor—joins Blake to map the path forward. Hear why AI now rank...
The Future of Advisory: Unlocking Your Firm’s CFO Potential
Live from Boston on the final stop of the Advisory Amplified tour, Blake sits down with James Erving from Fathom and Chris Macksey from Prix Fixe Accounting to explore...
Leading with Empathy: Building Teams That Thrive
On the fifth stop of the Advisory Amplified tour in Atlanta, Blake sits down with Lisa Gilreath of Acuity and Valerie Heckman of OnPay to discuss what empathetic leade...
Banking on Change: How Renegade Firms Redefine Success
Live from Austin on the Advisory Amplified tour, Blake sits down with Madeline Reeves of Fearless Foundry and Wesley McDonald of Relay to explore what it truly means t...
Unlocking Capacity: The Workflow Revolution
Blake sits down with Mary Delaney, CEO of Karbon, and Kenji Kuramoto, co-founder of Acuity, to explore how standardizing workflows can unlock growth without sacrificin...
Pricing For Profit: Unlocking Your Firm’s True Value
Most accounting firms are dramatically underpricing their services, but the fear of losing clients keeps them stuck. Marie Greene and Ryan Embry join Blake for a live ...
Burning It Down To Build Better: How Community Is Key To Battling Burnout
Recorded live in Seattle at the first stop of the Advisory Amplified tour, Blake sits down with Madeline Reeves (Fearless Foundry) and Lynette O'Connell (Burnout Besti...
