All Episodes

Displaying 1 - 30 of 80 in total

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 per...

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...

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 entertainm...

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 th...

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 Crundwel...

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...

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...

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, whic...

Building a Modern CPA Firm: A Revolutionary Approach with Alan Whitman

Kick-start a new era in accountancy with Alan Whitman, the former CEO of Baker Tilly US. Using his invaluable experience as a CEO for nearly 8 years, Alan will share n...

How to Sell Your Accounting Firm

Thinking of selling your practice? Join us as serial acquirer Michael Ly shares an insider’s guide to preparing, pricing & selling your accounting firm. Learn how to v...

The 5 Apps You Need In Your Accounting Firm

In an era where the right software can make or break your accounting firm, choosing the right apps is essential. In this webinar, Blake Oliver, CPA, draws on his exper...

Navigating the Identity Crisis in the CPA Profession

The CPA profession faces an identity crisis, with challenges in the candidate pipeline, non-attest services' role, and CPE's effectiveness. This webinar explores the i...

Making Audit Matter Again: The Future of Assurance

Audit is at a crossroads. Commoditization and compliance mentalities have diminished its value. Now, auditors face an existential crisis. How can assurance stay releva...

How Expat Clients Can Legally Slash Their Tax Bill

Do you have clients living or working abroad who could save big on their taxes? In this episode, expat tax specialist Vincenzo Villamena outlines creative strategies U...

Hollywood Accounting: A CPA's Journey Into Entertainment

Blake’s conversation with Kendale King, CPA, gives an insider’s view into the intriguing world of entertainment finance. Kendale shares his transition from Big Four au...

The Future of QuickBooks

(Originally recorded on February 15, 2024 on Earmark Webinars+) Hector and Blake recount a brief history of QuickBooks Desktop vs QuickBooks Online through the end of ...

How AI is Transforming and Disrupting Audit

Rob Valdez joins Blake to discuss how artificial intelligence and generative chatbots like ChatGPT could automate routine audit tasks. They also explore the potential ...

Solving Accounts Payable Pain Points with MakersHub

Phong Ngo and Charley Howe join Blake to discuss how their accounts payable automation software is helping small and mid-sized manufacturers, construction companies, a...

From Public Accounting to Tech Unicorn IPOs With Brandt Kucharski

Blake chats with Brandt Kucharski, former chief accounting officer at GrubHub and current CAO at Ethos Life, about his career journey from public accounting to leading...

Harness the Power of AI: Practical Uses for Accountants

On this bonus episode Blake explores how artificial intelligence will transform the accounting profession. You'll learn how leading AI tools and chatbots can help auto...

Overcoming Burnout to Create a Sustainable Accounting Practice

Hitendra R. Patil joins Blake for an insightful conversation about the staffing shortage in the accounting profession, identifying overwork and lack of work-life balan...

The Young CPA Perspective on the Talent Shortage

Blake is joined by two "Young" CPAs, Hannah Hood, and Joey Kinney, both virtual CFOs with Summit Virtual CFO by Anders. Among the topics of discussion are challenges f...

How Logan Graf Built a Dream Firm in Three Years

Rising CPA star Logan Graf joins Blake to discuss his success in growing a profitable firm in just three years. Logan shares his unique transparent approach, how he ra...

Jody Grunden's $10 Million Secret: Weekly Client Meetings

Jody Grunden, the founder of Summit CPA Group, was a trailblazer in establishing one of the first CPA firms specializing in virtual CFO services. They recently achieve...

Accounting Firm Marketing In The Era of Generative AI

David Toth of Winding River Consulting joins Blake to examine how digital marketing and AI are disrupting accounting firm marketing. They also look at how innovative f...

From Auditor to Google: How Mike Manalac Landed His Dream Job in Accounting

Mike Manalac, AKA "Mike from Accounting," joins the show to share his inspiring career journey and unconventional path from public accounting to a dream role at Google...

Becoming Employee-Owned: How BDO Broke Out of the Partner Model

Wayne Berson, CEO of BDO USA, joins Blake and guest host, David Leary, to discuss BDO's recent transition to an employee stock ownership plan (ESOP), making it the fir...

An Alternative To Advisory: Collaborative Accounting

Blake is joined by Twyla Verhelst, Head of Accountant Channel at FreshBooks, to discuss a groundbreaking concept in advisory known as "Collaborative Accounting." This ...

Soft Skills, Not Spreadsheets: Keys to a Successful Accounting Career

Jerry Maginnis has over 40 years of experience in the accounting profession. In this episode, he shares his journey from college student to managing partner at KPMG, o...

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...

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