Creators and Guests

Blake Oliver, CPA
Host
Blake Oliver, CPA
Founder and CEO of Earmark CPE
Appears in 68 episodes
David Leary
Host
David Leary
exploring, challenging, influencing, #SmallBiz Ecosystem Evangelist, co-host @cloudacctpod, husband, dad, ex-@Intuit. ❤️'s: @BuffaloBills, madden, 💻,🏒,🏃‍♂️?
Appears in 1 episode
Alan Anderson
Guest
Alan Anderson
Alan is the author of "Transforming Audit for the Future: The Five Essential Attributes of Audit Leadership." He is the founder and president of ACCOUNTability Plus, LLC, a global accounting and assurance advancement leader based in Burnsville, Minn.
Appears in 1 episode
Argel Sabillo, CPA
Guest
Argel Sabillo, CPA
Runs a digital accounting & tax firm for startups. Ex-Deloitte Tax & Audit. Countryside dweller. Lapu-Lapu descendant. 🇵🇭 Founder & CEO @heyaprilpbc
Appears in 1 episode
Ariel Menche
Guest
Ariel Menche
Experienced strategy and finance professional, with a demonstrated history working in SaaS, Entertainment/TMT, Energy, Healthcare, Industrial Manufacturing, and Consumer/Retail industries. Skilled in building robust and dynamic financial models, forecasting & budgeting, performing M&A due diligences, and developing pricing/market entry strategies. Formerly an FP&A Manager at WWE and Strategy Consultant at KPMG, Ariel approaches finance as a partnership with business operators, balancing line-by-line analyses with big picture, strategic thinking. Growing up in Brooklyn, Ariel was involved in various entrepreneurial endeavors, and he worked on two startups during University. He graduated Cum Laude from NYU Stern School of Business with a B.S. in Business and Art History and an M.S. in Accounting. At NYU, Ariel participated in the selective University Leadership Honors Course. Ariel is a licensed CPA in New York State.
Appears in 1 episode
Ben Sutton
Guest
Ben Sutton
I am an entrepreneurial CPA. Those two personality types often do not mix... I have found that risk and adventure makes life worth living while taking calculated and researched risks enables life to continue. My excitement for and interest in small business has created a strong desire within me to support and promote small business owner success across the country. My career has been concentrated on utilizing my accounting and IT education and experience to create value driven tools for small business owners.
Appears in 1 episode
Brandt Kucharski
Guest
Brandt Kucharski
My background consists of 20-plus years of consulting experience working for Crowe Horwath/ Crowe Capital Markets and leading the IPO of Grubhub as CAO. My experiences encompass various industries, including manufacturing, professional services, technology, hospitality, retail, and financial services. At Crowe, I spent the first half of my career in the firm’s audit practice, managing public financial statement audits and performing Sarbanes Oxley 404 Consulting. I spent the remaining years at Crowe in the transaction services/investment banking group managing private placements and buy/sell side transaction services for private equity investors, lenders, and corporations. I was a key team member/lead the 2014 successful IPO of Grubhub on the NYSE. I am currently the CAO of a rocket ship that is completely disrupting the 150-year-old life insurance space named Ethos. During my tenure at Crowe Horwath/Grubhub, I have managed and led 50+ successful transaction services totaling over 5 billion in consideration and 6 executed IPOs. I am an industry expert in SAAS and frequently advise scaling SAAS companies on best 606 practices/scaling enterprise SAAS operations. I am passionate about helping kids and supporting our veterans.
Appears in 1 episode
Charley Howe
Guest
Charley Howe
Charley has 18 years of Wall Street experience in fixed-income structured products and venture capital. He spent more than a decade advising and transacting with the world’s most sophisticated mortgage-backed security, commercial real estate, and consumer lending investors. Charley then co-led fintech investing at Citi Ventures focused on early & growth-stage startups in payments, lending, and capital markets.
Appears in 1 episode
Chase Birky
Guest
Chase Birky
CEO/Founder - Dark Horse CPAs
Appears in 1 episode
David Toth
Guest
David Toth
Chief Growth Officer @ Winding River Consulting | 20 under 40 CPA Practice Advisor - 2023 | Made in Cleveland | Dad | Entrepreneur
Appears in 1 episode
Eric Fraint
Guest
Eric Fraint
Financial best practices for nonprofit organizations.
Appears in 1 episode
Félix Latour
Guest
Félix Latour
Félix Latour of Le Contrôleur runs an outsourced accounting operation that provides a team approach to controllership with robust internal controls using the latest cloud accounting technology.
Appears in 1 episode
Graham Stanton
Guest
Graham Stanton
Co-founder of Avise. Previously co-founded Peloton. I've never had a fully formed thought in my life.
Appears in 1 episode
Hannah Hood
Guest
Hannah Hood
Virtual CFO, Summit Virtual CFO by Anders
Appears in 1 episode
Hector Garcia, CPA
Guest
Hector Garcia, CPA
Hector M. Garcia is a CPA and QuickBooks Trainer for Quick Bookkeeping & Accounting LLC. He has over 10 years of experience working with small business finance and accounting, along with 3 Post-graduate degrees from Florida International University (FIU) in Accounting, Finance and Taxation.
Appears in 2 episodes
Hitendra R. Patil
Guest
Hitendra R. Patil
Hitendra R. Patil is the President of the Global Finance and Accounting Outsourcing Services of Datamatics Business Solutions, Inc. (DBSI), providing services exclusively to CPA and Accounting firms. He is one of the Top 100 Most Influential People in Accounting, one of the profession's leading authorities on client accounting and advisory services (CAS / CAAS), accounting technology – including artificial intelligence, emerging technologies, and accounting practice/firm success. He is also the author of “Rise of The AiCCOUNTANTS™: The What, Why, and How of Artificial Intelligence (AI) for Accountants,” and “The Definitive Success Guide to Client Accounting Services (CAS), books he has written exclusively for accountants.
Appears in 1 episode
Jerry Maginnis
Guest
Jerry Maginnis
Senior Advisor, Board Member, Audit Committee Chair and Author
Appears in 1 episode
Jim Swiech
Guest
Jim Swiech
I’m on a mission to change the face of the accounting industry. That’s why after many years of being a CPA at a traditional accounting firm, I decided to create my own. As the co-founder of Prisma Tax Group, I’m building a destination for clients and employees alike, correcting all the things I hate about public accounting (and all the things you hate about it too). Through a culture of collaboration, innovation, and empowerment, we offer fresh perspectives and cutting-edge strategies to help you succeed. When I’m not working, I find joy in spending quality time with my family, exploring new destinations, cooking up delicious meals, and playing guitar. Let’s connect and take control of your financial future.
Appears in 1 episode
Jody Grunden, CPA
Guest
Jody Grunden, CPA
Hey there, I'm Jody Grunden, a Co-Founder of Summit CPA Group (Summit), which merged with Anders CPAs + Advisors (Anders) in 2022. Now, I serve as a Partner at Anders and Head of Summit Virtual CFO Services.
Appears in 1 episode
Joey Kinney, CPA
Guest
Joey Kinney, CPA
Experienced Accounting Professional with a demonstrated history of working in the commercial real estate and construction industries. Skilled in Microsoft Word, Accounting, General Ledger, Public Speaking, and Internal Controls. Strong accounting professional with a Bachelor of Business Administration (B.B.A.) focused in Accounting and Finance from Kansas State University.
Appears in 1 episode
John Rea
Guest
John Rea
Building automation software for bookkeepers. Founder of @scrutinize_io. Prev. founded @pachafinserv.
Appears in 1 episode
Kari Natale
Guest
Kari Natale
Senior Director, Planning & Governance, Illinois CPA Society / Senior Director, CPA Endowment Fund of Illinois
Appears in 1 episode
Katherine Studley
Guest
Katherine Studley
I'm Katherine, a tax accountant and a fellow content creator. I'm originally from Buffalo, NY, and I graduated from Niagara University with a Bachelor's in Accounting. I was working in CPA firms right after college, but it just didn't feel right for me. I decided to hit the reset button on my career and moved to Washington D.C. to work as a business manager at a government contracting firm. But when the pandemic hit I understood new business opportunities were emerging, so I started social media marketing for local businesses. It was in mid 2020 I came across OnlyFans. I immediately saw the potential for content creators to shape their own uncommon, independent career paths just as I have. And because of my tax experience, I knew creators would be earning money as independent contractors instead of W-2 employees and may not feel comfortable seeking help in a traditional CPA firm. I quit my full time job on the spot to start The Only Consultant. Over the last two years, I've helped hundreds of clients safely navigate the tax process as new entrepreneurs. I formed my own tax firm, Prisma Tax Group, to offer tax preparation, bookkeeping, business formation, and all things related to support small businesses. I love helping new businesses thrive. If you're on your own unique career path, I'm here to support you. Let's talk today.
Appears in 1 episode
Keeley Favoino
Guest
Keeley Favoino
Controller at Foxtrot
Appears in 1 episode
Kendale King, CPA
Guest
Kendale King, CPA
As a Certified Public Accountant (CPA) specializing in the entertainment industry, I bring a unique blend of financial management, strategic planning, and advisory services to actors, musicians, content creators, writers, gamers, and others in the creative field. My expertise also extends into the dynamic world of digital assets & blockchain technology, offering cutting-edge financial strategies that embrace digital finance innovations.
Appears in 1 episode
Korey Cournoyer
Guest
Korey Cournoyer
While an avid learner, skier, and mentor, I also serve as Director of Corporate Development at GrowthLab Financial. My life-long goal is to continuously find the intercept between technological innovation and regulation. From working on side projects to better leverage the rise of new technology, to sitting with local business owners to understand the impact of regulation of startups and innovation, my approach always stays the same. People come first. I thrive in a world of the unknown, where problems don’t always come with a clear solution. Providing the creative energy in line with realistic problem solving, I aim for continuous collaboration and deliberate execution.
Appears in 1 episode
Logan Graf
Guest
Logan Graf
Logan Graf is a CPA firm owner in Austin, TX. While Logan is running his firm, he also creates content on YouTube to help inspire the next generation of accountants.
Appears in 1 episode
Michael Alliman
Guest
Michael Alliman
A roll-up-your-sleeves leader with a deep background in all things Accounting, Bookkeeping, Budgeting, Forecasting, etc. Also a Human Resources generalist and instructor of accounting and human resources. Dynamic and inspirational public speaker and trainer.
Appears in 1 episode
Michael Ly
Guest
Michael Ly
Accounting & Fintech Entrepreneur, Co-Founder @punchpay_ & Founder @getreconciled
Appears in 1 episode
Mike Manalac
Guest
Mike Manalac
I’m a CPA and a visual thinker. More than anything, I’m just an ordinary accountant that likes to do extraordinary things.
Appears in 1 episode
Peter Wen
Guest
Peter Wen
CEO | Co-founder of Tallyfor
Appears in 1 episode
Phong Ngo
Guest
Phong Ngo
Phong was previously President of General Plasma - a leading supplier of nanotechnology equipment and industrial automation solutions. General Plasma engineered and manufactured $100M in R&D and production equipment globally for OEMs in solar, automotive, display, and semiconductors. Phong has a gold medal in physics and two US patents. Phong completed his Wharton MBA as a Palmer Scholar. Charles and Phong in fact met while at Wharton in the MBA program.
Appears in 1 episode
Rachel Fisch, CPB
Guest
Rachel Fisch, CPB
Accounting & Tax for Real Estate Agents & Brokers, Technology advocate, former @Deloitte & @Sage_Canada, Inaugural member @accountingsalon, 80s Music Nut
Appears in 1 episode
Rob Valdez, CPA
Guest
Rob Valdez, CPA
Rob is a Florida CPA specialized in helping businesses build value and manage risk with technology. He currently works for the innovation team of a top-40 CPA firm as a product owner and director of business intelligence. A Past President of ISACA South Florida, Rob is a motivated advocate for building trust in technology. He is an adjunct professor with Florida Atlantic University, and he has been featured in the Wall Street Journal, TechRepublic, and the South Florida Business Journal.
Appears in 1 episode
Ron Baker
Guest
Ron Baker
Quest: To bury the billable hour and timesheets. Founder of VeraSage Institute. Radio Talk-Show Host, The Soul of Enterprise, on @VoiceAmericaTRN
Appears in 1 episode
Scott Scarano🥶❤️‍🔥
Guest
Scott Scarano🥶❤️‍🔥
Lil Toddler • OKR • Son of a CPA • MARI(ed2)JUANA • Rapping Custodian @ Accounting High • Accounting Firm Owner • Father of Dragons
Appears in 1 episode
Stacey Feldman, CPA
Guest
Stacey Feldman, CPA
COO - Full Send Finance
Appears in 1 episode
Tim Petrey
Guest
Tim Petrey
I pride myself on being a problem solver and a progressive leader of our companies. I would describe myself as someone that prioritizes empathy, tenacity and a high level of attention to the service that our businesses provide. I've been blessed to find myself in a career that I love and that I'm truly passionate about. I truly enjoy helping my clients and team become more successful. Making a positive impact on how those around me live their lives is an insanely rewarding career.
Appears in 1 episode
Todd Shapiro
Guest
Todd Shapiro
President & CEO at Illinois CPA Society
Appears in 1 episode
Twyla Verhelst, CPA
Guest
Twyla Verhelst, CPA
✨Head of the Accountant Channel @freshbooksaccts ✨Creator of the #vpdexperiment ✨YT Channel https://t.co/xuZ8xwBvtn
Appears in 1 episode
Vincenzo Villamena, CPA
Guest
Vincenzo Villamena, CPA
Vincenzo is the founder and CEO of Online Taxman. He has extensive experience in both tax preparation and advising clients in accounting and financial transactions. He specializes in offshore structuring for US entrepreneurs abroad and US real estate transactions by foreign nationals and funds.
Appears in 1 episode
Wayne Berson
Guest
Wayne Berson
Wayne Berson has been the CEO of BDO USA, P.C. since 2012, during which time BDO has grown from BDO USA has grown from $600 million to $2.8 billion. He previously served as the Atlantic Assurance Regional Managing Principal, and from 2010 through 2012 as Chairman of the BDO USA Board of Directors. Wayne has been the Chair of the Global Board of Directors of BDO International, Ltd. since 2014. He has more than 30 years of experience in all phases of client service and accounting practices and has served as the responsible principal in a variety of industries, many of which are deeply involved in multinational operations. Wayne has been interviewed in national accounting publications such as Accounting Today, Fortune, Journal of Accountancy, Practical Accountant, The Financial Times, and The Wall Street Journal. He has been named as one of the Washington D.C. region’s 100 most powerful business leaders as well as one of Accounting Today’s managing principal elites, named to the NACD Directorship 100, and since 2013 has been included in Accounting Today’s annual list of the top 100 most influential people. In 2016 he was presented with the year’s GWSCPA Outstanding Service to the Profession Award. Wayne is a graduate of the University of Cape Town (B.Comm, Accounting) and the University of South Africa (Accounting Science degree, Honors).
Appears in 1 episode
Zak Zimbile, CPA
Guest
Zak Zimbile, CPA
Zak Zimbile is a Certified Public Accountant and the owner of a remote CPA firm that specializes in small business and gambling tax
Appears in 1 episode
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