Blake Oliver, CPA

Blake Oliver, CPA

Founder and CEO of Earmark CPE

Appears in 36 Episodes

Outsourced Controllership With Team & Technology

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

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...

Peloton Co-Founder 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

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

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, 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

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 Ecommerce

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

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

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

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

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...

Broadcast by