All Episodes

Displaying episodes 1 - 25 of 25 in total

How to Communicate Financial Information to Normal People

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 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?

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)

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 ...

How to Save the CPA with Todd Shapiro

Is the CPA profession fading away? What can we do to fix it? In this bonus episode, Blake meets with Todd Shapiro, President and CEO of the Illinois CPA Society to tal...

The Path to Advisory in Client Accounting Services (Part 2 of 3)

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 ...

The Digital CPA Joined High Rock & Hasn’t Looked Back

Jay Kimelman and Rachel Fisch join the show to talk about High Rock Accounting’s second acquisition: The Digital CPA. Learn why a solo CPA like Jay wanted to join a la...

The Path to Advisory in Client Accounting Services (Part 1 of 3)

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 ...

How to Get a Fully Remote Accounting Job

Scott Orn of Kruze Consulting shares what he looks for in fully-remote hires, how they can get a fully-remote job, and how they can be successful in that job.

Adventures in NoCode with Chad Davis

Chad Davis, founder at LiveCA, shares why his firm created a new NoCode service offering — and much more!

Blockchain for Accountants

Ben Taylor, CPA, joins the show to share what accountants need to know about blockchain and cryptocurrencies. And he should know because his company SoftLedger is a cl...

The How Of Being Intentional

Today, I'm joined again by Twyla Verhelst, CPA for part two of our series, Being Intentional in Your Modern Firm. We're talking with Andrea MacDonald, CPA about being ...

Client Data Security: Best Practices to Protect Your Firm and Clients

According to a report from 2021, some 42 percent of business and professional services organizations suffered ransomware attacks over the past year. As the number of c...

How To Fix The IRS and CPA with AICPA's Sue Coffey and Tom Hood

Let's get real. The IRS is in trouble. The CPA pipeline is shrinking. Diversity efforts have stalled. GAAP continues to decline in relevance. So how do we fix it? Sue ...

Is Tether A Fraud (feat. Dr. Sean Stein Smith)

Stablecoins are cryptocurrencies backed one-to-one with U.S. dollar - in theory - but that has never really been tested. One of the biggest stablecoin issuers, Tether,...

The Future Of QuickBooks With Hector Garcia

With QuickBooks Desktop slowly phasing out, what is the future of QuickBooks Enterprise? Enter QuickBooks Online Advanced, the future of QuickBooks in the mid-market. ...

Deconstructing Timesheet Defenses with Ron Baker

In this episode, I’m joined by Ron Baker, CPA, founder of VeraSage Institute, and host of the talk radio show, The Soul of Enterprise. When he heard my interview with ...

High Rock Accounting Is A High Growth Firm

In this episode, I'm talking with Liz Mason, Founder, and CEO of High Rock Accounting, Rachel Fisch, High Rock's Chief Global Development Officer, and Megan Genest Tar...

A Tale of Two Mergers feat. Acuity

In today's episode, we've got a very spirited crossover/collab with Kenji and Matthew of "Drink While You Think," a weekly mashup of alcohol and accounting on the Acui...

Selling Advisory Services with Josh Lance

Joshua Lance, CPA, CGMA, shares his best practices for selling advisory as part of your accounting firm's services. Learn how to extract the value of advisory services...

Can Private Equity Save The CPA Firm From Disruption?

Charly Weinstein, CEO at EisnerAmper, discusses why his firm decided to split off audit into a separate CPA firm while also taking on private equity investment in a ne...

A Timesheet Debate & Why Work Takes So Long

Edward Mendlowitz, CPA, partner at Withum, and prolific writer and educator, joins the show to talk timesheets (and why "timesheets are invaluable"), Ed's biggest mist...

Being Intentional In Your Modern Firm

Twyla Verhelst, CPA, and Kristen Keats, CPA, join the show to discuss what it means to be "intentional" in your firm. From the sort of clients you want, to your firm's...

CPA Versus CMA With IMA President Jeff Thomson

Blake sits down with Jeff Thomson at the Institute of Management Accountants Texas Council Conference to talk about the Certified Management Accountant (CMA) designati...

How to Free Your CPE with Earmark

Learn how accountants can earn free CPE for listening to this podcast with the Earmark CPE mobile app. Join the movement to free your CPE at https://earmarkcpe.com.

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