Earmark Podcast | Earn Free Accounting CPE
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This show is brought to you by Earmark, your source for podcast-based continuing education for accounting and tax professionals. You can earn CPE by listening to the episodes on this podcast and more! Sign up for our mobile app to earn free CPE whenever you want, wherever you go. Learn more at https://earmarkcpe.com.
Earmark Podcast | Earn Free Accounting CPE
4d ago
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 impact of the fifth-year requirement, the value of consulting services, the need for engaging CPE, and the use of the CPA designation in non-traditional roles. Join our expert panel as we discuss solutions to navigate the profession's challenges and opportunities and redefine the CPA identity in an ever-changing landscape.
(This episode originally aired on April 9, 2024 on Earmark Webinars+)
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ShareFile - https://earmarkcpe ..read more
Earmark Podcast | Earn Free Accounting CPE
2w ago
Audit is at a crossroads. Commoditization and compliance mentalities have diminished its value. Now, auditors face an existential crisis. How can assurance stay relevant? Join Alan Anderson and Blake Oliver as they tackle pressing questions on audit's failure to innovate and chart a new direction focused on value-added assurance. You’ll get a dynamic diagnosis of threats plus practical ideas to transform the profession before external forces make change urgent. Discover what’s at stake if audit no longer matters and how leadership today can write a better tomorrow.
(This episode originally air ..read more
Earmark Podcast | Earn Free Accounting CPE
1M ago
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 US citizens overseas can use to legally reduce their tax burden. Learn how your expat clients can exclude $120,000 in foreign earned income, set up offshore corporate structures to cut their tax rate in half, eliminate 15% self-employment tax, and more.
Sponsor
ShareFile - https://earmarkcpe.promo/sharefile
Chapters
(00:50) - Welcome Vincenzo to the Show
(01:50) - Exploring Expat Taxation with Vincenzo Villamena
(03:27) - Vincen ..read more
Earmark Podcast | Earn Free Accounting CPE
1M ago
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 auditor to accounting for multi-million dollar studio deals. You’ll see a new side of accounting blending creativity with business strategy. Gain insight into entertainment studios’ complex “Hollywood Accounting” practices around profit participation and residuals. Understand Kendale’s integral role as crypto assets shape future accounting standards. Appreciate his vision to directly integrate CPA abilities into AI applications. If ..read more
Earmark Podcast | Earn Free Accounting CPE
2M ago
(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 2023, the state of Intuit’s current offers and posturing in the market, and where they think QuickBooks is moving into for 2024 and beyond.
Chapters
(01:11) - Hector's Journey: From Tax Practice to Tech Innovator
(03:16) - A Deep Dive into QuickBooks' Evolution
(07:12) - The Shift to QuickBooks Online and Its Ecosystem
(11:41) - Predicting the Future: QuickBooks Desktop's Demise
(12:08) - QuickBooks Online: Aiming for Total Work ..read more
Earmark Podcast | Earn Free Accounting CPE
2M ago
Rob Valdez joins Blake to discuss how artificial intelligence and generative chatbots like ChatGPT could automate routine audit tasks. They also explore the potential to train staff more effectively, save significant time on substantive testing, draft higher quality work, and some challenges around adopting these tools, such as security fears, poor system integration, and partners resistant to change.
Sponsor
ShareFile - https://earmarkcpe.promo/sharefile
Chapters
(00:53) - Rob Valdez Joins the Show to Talk About AI
(02:27) - What Does Rob Do and What Is His Background?
(03:35) - State of Ar ..read more
Earmark Podcast | Earn Free Accounting CPE
2M ago
Phong Ngo and Charle Howe join Blake to discuss how their accounts payable automation software is helping small and mid-sized manufacturers, construction companies, and other businesses capture detailed invoice data to enable precise job costing and reporting without expensive ERP implementations. Learn how starting with solving the accounts payable data entry pain point allows them to streamline workflows while accounting firms and their clients gain efficiency. They also highlight the benefits of the MakersHub partner program for accountants.
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MakersHub - https://earmarkcpe.promo/mak ..read more
Earmark Podcast | Earn Free Accounting CPE
3M ago
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 startups through IPOs. They discuss Brandt's pivotal role in taking GrubHub public as one of the first "unicorn" startups, the process of scaling accounting teams and controls, nonprofit work with the Holiday Heroes Foundation, and thoughts on increasing accounting talent amid growing complexity.
Sponsor
ShareFile - https://earmarkcpe.promo/sharefile
Chapters
(01:06) - Welcome Brandt Kurcharski to the show
(02:40) - Early Care ..read more
Earmark Podcast | Earn Free Accounting CPE
3M ago
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 automate routine tasks, freeing you up to focus on more strategic, higher-value services. He'll also walk through real-world examples of using AI for document analysis, tax research, correspondence, transcript review, drafting/editing, and more. Whether you're a sole practitioner or work in a large firm, this episode will equip you with actionable tactics to drive efficiency with existing clients and expand your advisory services. Do ..read more
Earmark Podcast | Earn Free Accounting CPE
4M ago
Hitendra R. Patil joins Blake for an insightful conversation about the staffing shortage in the accounting profession, identifying overwork and lack of work-life balance as key issues causing high burnout rates. They explore potential solutions like dropping the billable hour model, measuring impact rather than hours worked, outsourcing certain tasks, and focusing on specific value-added services. Patil also describes how his company helps accounting firms efficiently leverage offshore talent.
Sponsor
ShareFile - https://earmarkcpe.promo/sharefile
Chapters
(00:47) - Hitendra Patil joins the ..read more