Podcasts about accountants

What happens when Congress passes a $3.8 trillion deficit-increasing bill by just one vote while promising fiscal responsibility? Blake and David break down the "Big Beautiful Bill" and reveal who really benefits—spoiler alert: it's not the middle class or the national debt. They explore QuickBooks' aggressive new AI agents rollout with price hikes up to 17%, examine why Tesla's CPA CFO earned $139 million in one year, and uncover how tariff-stressed businesses are weaponizing invoice rejections to manage cash flow. You'll discover why the time-based billing model is fundamentally broken in accounting, learn about the emerging "Next 12" tier of accounting firms, and understand why partners work the most hours while achieving only 6.9/10 job satisfaction.Sponsors Relay - http://accountingpodcast.promo/relayTeamUp - http://accountingpodcast.promo/teamup REFRAME 2025 - http://accountingpodcast.promo/reframe2025 Payhawk - http://accountingpodcast.promo/payhawkChapters(00:44) - The Big Beautiful Bill Act Overview (03:13) - Public Perception and Survey Insights (04:51) - Tax Implications and Specific Provisions (19:24) - National Debt Concerns (29:35) - QuickBooks AI Agents and Price Increases (32:52) - AI and Automation in Accounting (33:52) - Intuit's Earnings and Stock Performance (34:53) - Price Increases for QuickBooks Products (36:53) - AI Agents and QuickBooks Plans (38:01) - Impact of AI on Accounting Apps (38:56) - Intuit Enterprise and Accountants' Role (39:28) - Reframe 2025 Conference (42:40) - Big Four Transparency and Work Hours (48:18) - Tariffs and Invoice Rejections (54:52) - Big Four vs. Next 12 Accounting Firms (01:00:48) - Conclusion and CPE Information  Show NotesDo Americans Support Trump's 'Big, Beautiful' Budget Package? What Poll Found Before it Passed in House https://www.cpapracticeadvisor.com/2025/05/22/do-americans-support-trumps-big-beautiful-budget-package-what-poll-found-before-it-passed-in-house/161567/ Tesla CFO earns staggering $139 million compensation package https://www.foxbusiness.com/markets/tesla-cfo-earns-staggering-139-million-compensation-package Tesla Exec Receives Record Pay Package, Highest Paid CFO https://www.entrepreneur.com/business-news/tesla-exec-receives-record-pay-package-highest-paid-cfo/491938 Tesla CFO Vaibhav Taneja draws record $139 million salary https://americanbazaaronline.com/2025/05/21/tesla-cfo-vaibhav-taneja-draws-record-139-million-salary-462881/ Big 4 Transparency - Awards Season https://big4transparency.beehiiv.com/p/big-4-transparency-awards-season Tariffs & Trade Uncertainty Creates Invoice Rejections Surge https://procurementmag.com/news/tariffs-trade-uncertainty-creates-invoice-rejections-surgeInvoice rejection spike suggests tactic's use as tariff buffer, study says https://www.cfodive.com/news/invoice-rejection-spike-suggests-tactics-use-as-tariff-buffer-study-says/748528/ Art of Accounting: Analysis of Top 100 Firms data https://www.accountingtoday.com/opinion/art-of-accounting-analysis-of-top-100-firms-data The corporate work week grows even longer https://www.cfo.com/news/the-corporate-work-week-grows-even-longer-survey-microsoft-reclaim-ai-/748628/ Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsREFRAME 2025 - http://accountingpodcast.promo/reframe2025Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running...

this episode of Building the Premier Accounting Firm with Universal Accounting Center President Roger Knecht, podcast publicist Christina Lenkowski explains how accounting professionals can leverage podcast guest appearances to position themselves as authorities, build trust, and grow their businesses. Learn the strategies to educate potential clients, repurpose content, and create effective calls to action for lead generation through podcasting. In This Episode: 00:05 Introduction to the Premier Accounting Firm 01:30 The Rise of Podcasting in Marketing 04:41 Building Trust Through Podcasting 07:34 Educational Value and Authority in Podcasting 10:46 The Balance of Sharing Expertise 12:02 The Evergreen Nature of Podcast Content 17:08 Crafting a Compelling Guest Pitch 21:56 Creating Engaging Offers for Podcast Audiences 25:36 Maximizing Podcast Listening Experiences Key Takeaways:

Let's talk about something that often gets overlooked when life gets busy—how your home feels. I don't mean how clean or organized it is. I mean whether it feels like a soft place to land after a long day or just another place filled with demands and noise. This matters because your home should be more than just a roof over your head or a place to crash. It should feel like the one space in the world where you can truly exhale. A place where you, and everyone you love, can let down their guard and recharge. But if we're honest, how often does your home actually feel that way? For so many of us, it feels like another to-do list we can't keep up with or a space filled with chaos instead of calm. What if your home could be something different? What if it could be a place where you and your family feel supported, safe, and ready to face the world again? This week, I'm going to discuss when your home feels like another job and 5 small shifts to create a “safe place to fall.” You can read the full show notes HERE

Discover the top business segments every accountant should target this year. Lee Reams II and Rebekah Barton reveal where the real profits are, how to segment smarter, and how to use advisory services and relationship-building to grow your firm—no matter your size.

Jocelyn Hastie spent 30 years as an accountant before the combination of a stage 4 cancer diagnosis and a sudden job loss forced a radical turn, leading her to work full-time with horses as a way to foster leadership skills and personal growth. She joins me to talk about why it's not fair to judge accountancy as boring, how bad management and leadership happens (including her own realization that she was a bad manager), what we lose when we forget the lessons of the natural world and our roots in it, what we can learn from the animals around us—including horses—and more. Read about a lesson I learned from Jocelyn here. Episode breakdown: 00:00 Introduction 04:25 Family influence suppressed creativity; art rediscovered after cancer diagnosis. 08:32 Jocelyn reflects on common misconceptions about accounting creativity. 12:39 Accountants add value, not just boring number crunchers. 16:32 Jocelyn's career choice influenced by her father and education. 20:06 Radical life change after cancer and job loss in 2016. 24:35 Horses revealed Jocelyn's management flaws; learned new leadership styles. 28:09 Importance of authenticity and boundaries, not pleasing everyone. 32:25 Animals and nature as teachers for leadership and mindfulness. 36:05 Jocelyn describes her non-riding retreats and somatic awareness. 40:34 Emphasizes intentional learning versus just-in-case learning. 44:05 Life shifts can come from crisis or noticing “little knocks.” 48:54 Childhood expectations shaped independence; cancer forced acceptance of help. 52:23 Lessons from herd dynamics and horses' instinct to regain calm. 56:07 Gestalt coaching emphasizes honoring emotions and shaking off fear.   Check out the full show notes (now including transcripts!) at fycuriosity.com, and connect with me and fellow creatives on Substack. Please leave a review for this episode—it's really easy and will only take a minute, and it really helps me reach new listeners. Thanks! If you enjoyed our conversation, I hope you'll share it with a friend.

In this episode of the Digi-Tools in Accrual World Podcast, we jump back int the latest accounting tech news. trends and updates, including Xero and QuickBooks integrations, revenue and profit growth statistics, and the impact of automation and AI.  Join us as we explore new research from Credence Research, the market valuation of the small business accounting software market, and the latest updates from leading providers like Canopy and WorkflowMax. Additionally, we have an insightful interview with Monica Odysseos from Grant Thornton Cyprus, who shares her journey in AI and its transformative effects on the accounting field.  Don't miss out on the essential tech news and expert advice to stay ahead in the industry! 00:00 Coming Up 00:55 Welcome! 03:38 App news 03:43 Small business accounting software market forecast to 2032  08:35 Xero releases 2025 accounting industry report 15:55 HMRC seeks new CRM to replace Salesforce    20:00 MTD proving more expensive for businesses than expected 23:07 Canopy raises $70m to scale AI-powered accounting platform  26:21 Xero and BGL announce Workpapers integration partnership 29:08 QuickBooks enhances sole trader features for accountants 31:57 WorkflowMax delivers March 2025 product updates 34:37 AI in Accounting: Regulation, Implementation and Ethics - Monica Odysseos

Life as a working mom can be nonstop, can't it? There's always another task, another deadline, another person who needs your attention. Somewhere in the chaos, it's easy to lose sight of what makes you feel good. Maybe you've thought about taking a break or even dreamed of a spa day or a quiet weekend, but the idea fades because it feels like too much effort—or too much to ask. Here's the thing: it's not about the retreat being perfect or extravagant. It's about creating a moment for yourself that feels meaningful. Something that lets you breathe, recharge, and reconnect with what you need. But how do you even begin to make that happen? This week, I'm going to discuss why we rarely take time for ourselves as working moms and how to create a retreat that feels possible and perfect for you. You can read the full show notes HERE

This week on UTH, we are back with another co-hosted episode to chat through the election and what we can expect to see, or not see, within the tax landscape. Imogen and Lee-Ann provide a recap of the front-of-mind tax issues and conversations being had around them. Tune in to hear more about: The election outcome and what this means for the accounting profession. The $1,000 standard tax deduction. Division 296 and payday super. Division 7A and the Bendel case. You can contact the Accountants Daily team and podcast host Imogen at imogen.wilson@momentummedia.com.au.

Here's the thing—your son is always watching, even when it doesn't seem like it. He's noticing how you juggle work, family, and all the other responsibilities on your plate.  He's paying attention to how you handle tough moments, how you celebrate wins, and how you show up every single day. What do you think he's learning from all of that? We often think about the messages we're sending to our daughters, but our sons are soaking up just as much. Have you ever stopped to wonder what he's learning about women by watching you? Or how seeing you work hard might shape the kind of partner or leader he'll be one day? And it's not just about what you're doing—it's about what you're showing him is possible. By pursuing your career while raising a family, you're setting an example of strength and capability that he'll carry with him for the rest of his life. How do you think that might change the way he sees the roles of men and women in the world? This week, I'm going to discuss modeling respect, equality, and emotional intelligence for our sons as well as teaching resilience, work ethic, and the value of connection. You can read the full show notes HERE

TIME and FOCUS ~ are two important factors for work productivity. Now, how to achieve both without losing the other?  In today's episode of The Wize Way for Accountants & Bookkeepers, Brenton Ward and Jamie Johns break down why daily huddles are the secret weapon of high-performing accounting and bookkeeping firms. Jamie shares how a simple 15-minute meeting can unblock bottlenecks, keep teams aligned, and improve client satisfaction — without wasting time. He also explains why the real cost isn't in running a huddle — it's in skipping it. If your firm struggles with inefficiencies, missed priorities, or slow turnaround times, this episode is a must-listen.Tune in to learn: ✅ The key elements of an effective daily huddle ✅ Common mistakes firms make—and how to fix them ✅ How this simple habit can transform your businessListen now and start building the habits that drive success!________________ PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

We're heading to Macedonia for the first time on the show to welcome Anastasia Ristovska, founder of Books At Ease and NextGeneration — two companies on a mission to simplify accounting for business owners and empower accountants to succeed in the U.S. market.With over 17 years in finance, an MBA, and leadership experience in international companies, Anastasia shares how she transitioned from the corporate world to becoming a two-time entrepreneur, helping both digital business owners and aspiring accountants thrive.

With Mother's Day in a week, I decided that for the next two weeks I'm going to talk about the impact of working moms on daughters and on sons.  This week I'm just focusing on daughters, but if you don't have a daughter, I would still listen in because, let's face it, you are a daughter and you never know what you might discover. And if you have a daughter like I do, I want to talk about something that's probably crossed your mind as a working mom: how your career is impacting your daughter. It's one of those things we think about in the quiet moments, wondering if what we're doing is helping her or holding her back. Maybe you've asked yourself, “Am I showing her the right example?” Or, “Does she feel like I'm not there enough?” These questions can feel heavy because, let's be honest, being a mom comes with its own suitcase of guilt, and working just seems to add more to it. But here's the thing: the impact you're having on your daughter might be more powerful than you realize. It's not just about how many hours you're home or how many soccer practices you make it to—it's about what she's seeing and learning from you every single day. This week, I'm going to discuss how working moms shape ambition and confidence in daughters, and how to balance challenges and build a stronger connection. You can read the full show notes HERE

Justin and Cameron sit down after a week off to talk about the first round of the NHL playoffs while bringing to light a fan made song. Then, they pay tribute to Flyers Legend Ed Van Impe. In the second half of the show, they discuss Bill Belichick and his legacy after the infamous CBS Interview. And yes, we're aware our math is wrong. Belichick's record without Brady is actually 83-104.

In today's episode of The Wize Way Podcast for Accountants and Bookkeepers, Jamie Johns and Thomas Sphabmixay deep dive into the nitty-gritty of building a successful accounting or bookkeeping firm with Wize 7-Division model — the core structure behind every thriving, scalable business.As your firm grows, the real challenge isn't doing more — it's evolving from wearing every hat to delegating, leading, and building a team that can thrive without you.Jamie shares hard-won insights on leadership, investing in people, and why showing results is key to growing an independent business.Join us to learn how mastering these divisions can help you build a business that runs — and grows — without you at the centre.________________ PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

Ryan and Simon teamed up this week to analyse a packed box office, bringing insights into Sinners, Star Wars: Episode III's re-release, The Accountant 2, and Until Dawn. Plus, stick around for a pre-sales preview of Thunderbolts* on this week's Behind the Screens.Topics and times:Box office April month-to-date analysis - 0:32Sinners box office overview - 1:12Sinners audience evolution analysis - 2:22Minecraft box office breakdown - 3:58Star Wars Episode III re-release box office overview - 4:32Star Wars Episode III re-release audience analysis - 5:15The Accountant 2 box office overview - 6:39The Accountant 2 audience analysis - 7:30Until Dawn box office overview - 9:50Until Dawn audience analysis - 10:27Thunderbolts* pre-release preview - 11:26Next week - 12:05Find us at https://www.linkedin.com/company/vista-group-limited/, and follow lifeatvistagroup on InstagramBox Office Overview:Sinners held extremely well with $45.7M domestically in its second week. With a domestic total of $122.5M and international total of $160M, Sinners sits at a worldwide $290M so far.Star Wars: Episode III: Revenge of the Sith's re-release grossed $25.2M domestically and $17M internationally for a total of $42.2M.The Accountant 2 debuted to $24.5M domestically and $13.7M internationally for a global opening of $38.2M.Minecraft remains strong in 4th position, adding $23M domesticall and $38M internationally, bringing the global total to $816M.Until Dawn debuted to 5th position domestically with $8M, and $10.1M internationally, bringing its opening to $18.1M worldwide.

Topics discussed: What is ACCA-X? Favourite course features How ACCA-X supports self-study and online learning Student success stories and advice for new learners What's the future for ACCA-X? Links mentioned in this episode: Find out more about ACCA-X courses Watch this episode on our Student YouTube channel

Being a working mom can feel like a never-ending juggling act. When my children were younger, I remember that some days, it was like no matter how early I woke up or how much I planned, there was still too much to do and not enough time to do it. I know I'm not the only one who's felt this way. You start the day with the best intentions, but by the time it's over, you're wondering where all the hours went and why you still feel behind. It's exhausting. And let's be honest—sometimes it feels like no matter how hard you try, you're just barely keeping your head above water. The problem isn't that we're not doing enough. The problem is that we're doing too much of the wrong things and not enough of what actually helps. This week, I'm going to discuss why it feels like there's never enough time and the best time management habits for working moms. You can read the full show notes HERE

In this episode of Lead Gen HQ, host Alex Oliveira discusses proven lead generation strategies for the financial services industry—including financial advisors, mortgage brokers, lenders, and accountants.We explore the difference between buying leads from marketplaces like Lending Tree vs. generating your own inbound traffic using SEO, content, social media, video, email marketing, and paid ads.Alex breaks down the key differences in lead types across verticals (from mortgage leads to tax prep leads), the tools to use, and how to align your branding, marketing, sales, and customer service teams for maximum lifetime value.Whether you're working with exclusive or shared leads, this episode will help you build a smarter, more efficient finance-focused lead gen engine.

In this episode, Rob Brown discusses the impact of AI on the accounting profession, emphasizing the necessity for accounting professionals to embrace AI literacy and adapt to the evolving landscape. He highlights the importance of focusing on the human aspects of accounting that AI cannot replicate, such as emotional intelligence and complex problem-solving. The conversation also covers actionable strategies for accountants to remain relevant and valuable in a world increasingly influenced by AI.Key Takeaways:-AI literacy is now crucial for accounting professionals.-Automation is taking over routine accounting tasks rapidly.-Messy, unpredictable tasks in accounting are less at risk from AI.-Accountants need to evolve into strategic advisors.-Significant layoffs and restructuring in accounting are driven by AI and private equity.-Collaboration and complexity in work protect jobs from automation.-Leaders must embed AI deeply into strategic decision-making.Thanks to our sponsors:ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.comACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.ukIf you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore. https://www.linkedin.com/in/therobbrownYou can also check out all shows on the Accounting Influencers YouTube Channel:https://bit.ly/AI-youtube

What happens when you don't file your taxes? You could accrue costly penalties that add up over time. Certified accountants explain how to find a payment solution that works for you. Learn more: https://trustwayaccounting.com/post/tax-day-terror-happens-dont-file-taxes Trustway Accounting City: Hoover Address: 1236 Blue Ridge Blvd Website: https://trustwayaccounting.com

This week on UTH, Imogen is joined by Brad Beer, chief executive of BMT Tax Depreciation, to dive into the world of tax depreciation and how it can be claimed on investment properties. Often engaged by accountants, quantity surveyors can help save thousands of dollars each year at tax time if individuals know what to claim. Tune in to hear more about: What tax depreciation is and why it is important. Why accountants are not responsible for depreciation, what a quantity surveyor is and how a depreciation schedule is utilised. Difference in depreciation between new and old properties, and residential and commercial properties. How depreciation works when a property has been renovated. Tools accountants can use to aid the depreciation process. You can contact the Accountants Daily team and podcast host Imogen at imogen.wilson@momentummedia.com.au.

What if you could wake up knowing exactly what needed to get done instead of feeling like you were already behind? What if you could make life run more smoothly without adding more to your plate? The good news is, setting up better systems isn't complicated. You don't need fancy planners, expensive apps, or hours of extra time. All you need is a simple way to organize things so that your brain isn't working overtime trying to remember everything. Once you have that, life gets easier—without you having to work harder. This week, I'm going to discuss why life feels disorganized and how to organize your life with better systems. You can read the full show notes HERE

In this episode of the Accounting Influencer podcast, Rob Brown discusses the dual nature of artificial intelligence in accounting, emphasizing its potential to enhance content creation and personal branding while cautioning against losing authenticity. He advocates for leveraging AI as a tool to amplify one's voice and ideas rather than allowing it to replace them. The conversation highlights the importance of being visible and vocal in the accounting profession, using content to build authority and trust, and the need for professionals to maintain their unique perspectives in a landscape increasingly influenced by AI.TakeawaysArtificial intelligence is both a threat and an opportunity for accounting.Being an ambassador for your brand is crucial in leadership roles.Content creation is essential for visibility and authority.AI can simplify content creation but lacks authenticity.Authenticity is key to building trust and influence.Content should reflect personal experiences and insights.AI can help generate ideas but should not replace personal voice.Professionals must differentiate themselves in a crowded market.Playing it safe with content can lead to loss of visibility.Building a personal brand requires sharing unique stories and insights.TitlesAI's Role in the Future of AccountingSound Bites"AI is killing accounting.""AI doesn't have a soul.""Don't let AI dull your edge."The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. Thanks to our sponsors:ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.comACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.ukIf you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore. https://www.linkedin.com/in/therobbrownYou can also check out all shows on the Accounting Influencers YouTube Channel:https://bit.ly/AI-youtube

This week on UTH Imogen is joined by Joanna Perry, industry advocate and ex-business adviser turned business owner. After taking the social media world by storm with her strong passion for the accounting industry, Joanna shares her career journey and why she thinks all young people should consider accounting. Tune in to hear more about: Joanna's personal career journey and where it has led her. How she has utilised LinkedIn to grow a national and international following of over 10,000. Why she is passionate about advocating for the accounting industry. What she is doing differently to change the narrative and grow the profession. Her new business journey and how that has been enabled by her background in accounting. You can contact the Accountants Daily team and podcast host Imogen at imogen.wilson@momentummedia.com.au.

From the Middle Tennessee ISACA Conference March 19, 2025.Adam Malone is a Leadership Consultant at The Tenacious Operator, a Leadership Consultancy with a focus on developing teams, not solely individuals. He works with Professional Services firms like Accountants, Engineers & Lawyers, Regional Banks, other small to medium businesses.In addition to Leadership Consulting he helps his partner with firms, associations & trade groups to deliver engaging keynotes & workshops to build high performing teams.

LADIES AND GENTLEMEN - (trigger warning) it's one day until tax day! We know your freelance taxes are a nightmare! You're so close to giving up and filing an extension! We get it! BEEN THERE - DONE THAT! This year, however, we managed to sneak in right before the deadline so that we could have your tax questions ANSWERED. In this pod, we tell you what it's like to be free of gig FOMO, we tell you what it's like to encounter a hoard of carefree boomers in a train on the way to a travel gig and, finally, we end with some priceless tax advice. 

What if the solution to accounting's talent shortage has been hiding in plain sight? In this episode, Navy veteran Mark Steinhoff reveals how the precision required to maintain life support systems on submarines directly translates to accounting excellence. Having managed critical oxygen systems hundreds of feet underwater, Mark now applies that same meticulous attention to detail as an accountant for a water utility. With the profession facing a 70,000-person annual deficit while 200,000 service members transition to civilian life each year, discover how military experience with procedures, documentation, and quality assurance creates natural accounting professionals—and why veterans might be the untapped talent pool accounting desperately needs.Chapters(01:09) - Transitioning from Military to Accounting (02:37) - Similarities Between Military and Accounting (05:46) - Life on a Submarine (11:31) - How Did Working On a Sub Translate to Accounting (16:43) - The Procedure is Not Optional (20:50) - Current Role and Future Aspirations (24:30) - Exploring Career Paths in Accounting (24:53) - Transitioning from Military to Accounting (26:31) - Leveraging the GI Bill for Education (26:44) - Navigating the Pandemic and Career Decisions (28:36) - The Value of a Business Degree (29:08) - Balancing Education and Personal Life (30:53) - Gaining Practical Experience in Accounting (32:23) - Pursuing an MBA and CPA (45:24) - The Evolving Role of Accountants (47:01) - Closing Thoughts and Encouragement Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Mark SteinhoffLinkedIn: https://www.linkedin.com/in/marknsteinhoff/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Dealing with Dalton Used AI to BEAT a Section 3 and File Taxes (Lawyers and Accountants Overrated!)On episode 85 of The Side Hustle Experiment Podcast  John (https://www.instagram.com/sidehustleexperiment/) and Drew  (https://www.instagram.com/realdrewd/) talk with Dalton He shares his journey from selling shoes at garage sales to becoming a successful reseller on platforms like Amazon and eBay. He discusses the importance of niching down in the reselling business, the challenges of balancing social media with entrepreneurship, and the strategies he employs to scale his business.#amazonfba #amazonfbatips #sidehustleexperimentpodcast Follow us on Instagram: https://www.instagram.com/sidehustleexperimentpodcast/ Listen on your favorite podcast platformYoutube: https://bit.ly/3HHklFOSpotify: https://spoti.fi/48RRKcPApple: https://apple.co/4bmaFOk Check out Drew's StuffInstagram: https://www.instagram.com/realdrewdTwitter: https://twitter.com/DrewFBACheck out John's StuffInstagram: https://www.instagram.com/sidehustleexperiment/Twitter: https://twitter.com/SideHustleExp FREE Resources✅ AVOID Price Tanking with The Tank Test Check List https://bit.ly/44FMt6M✅ 10 Questions to Ask A Prep Center Before Hiring Them: https://bit.ly/3K3HQK4 ✅ How to Make your first $500 Reselling: https://bit.ly/3UJS47g✅ Get the Discount Calculator: https://bit.ly/4dEhaNN  ✅ The OA Tracking Spreadsheet: https://bit.ly/4bfqupO (the spreadsheet I use to run my Amazon Business)

Need to systemise your clinic? Start your free 30-day trial of Allie! https://www.allieclinics.com/Timestamps[00:23] - The Issue of Unexpected Tax Bills[02:05] - The Role of Accountants in Tax Preparedness[05:28] - Managing Tax Liabilities with Bank Accounts[06:46] - Monthly Cash Allocation Rhythms[10:02] - Importance of Regular Meetings with Accountants[13:16] - Questions to Ask Your Accountant[17:02] - Tax Planning and Scenario Analysis[22:16] - Budgeting for the Future[25:01] - Key Takeaways from Recent Budget Announcements[30:03] - Approaches to Budgeting[36:03] - The Importance of Monthly Reviews[40:17] - Overcoming the Taboo of Discussing Finances[42:25] - The Moral Responsibility of Financial HealthIn this episode of the Grow Your Clinic podcast, we dive into the often daunting topic of unexpected tax bills. Joined by Jack O'Brien, we discuss why these surprises can be particularly stressful for clinic owners and how proactive financial management can help mitigate these issues.Highlighting the importance of having a proactive accountant and a solid understanding of the tax ecosystem, we explore the complexities of tax law and how clinic owners can prepare for their tax liabilities by setting aside cash in separate bank accounts. We also discuss the importance of establishing regular rhythms with your accountant, including monthly cash allocations and quarterly reviews. Jack provides practical advice on what questions to ask your accountant to ensure you're getting the most out of your financial discussions.As we transition into budgeting for the upcoming financial year, we highlight the need for both optimistic and conservative budgeting approaches. Jack encourages clinic owners to consider the second and third-order consequences of their financial decisions, ensuring they are well-prepared for growth while managing potential risks.Finally, we touch on the importance of clear communication in financial management, referencing insights from Jeff Bezos on the value of sharp notes and effective meetings. We also recommend the book Supercommunicators by Charles Duhigg, which offers strategies for deepening connections in conversationsWhat You'll Learn:

In this episode, CJ Gustafson sits down with Brad Channer, the CFO of UBIO and possibly the world's most interesting CFO and accountant. He describes his unconventional career path from acting to accounting and the he lessons learned from some entrepreneurial failures along the way. Brad also discusses communication and leadership, including how his acting background shaped his style in the boardroom. He breaks down the biggest mistakes CFOs make when explaining financials and why some accountants struggle to reach the C-suite even if they're brilliant on paper. He shares insights on neurodiversity in the workplace and how to unlock its advantages before unpacking why the UK has produced fewer tech giants than the US and the one regulatory shift that could potentially supercharge the industry.If you're looking for an ERP head to NetSuite: https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.—SPONSORS:NetSuite provides financial software for all your business needs. More than 40,000 companies have already upgraded to NetSuite, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you're looking for an ERP platform ✅, head to NetSuite https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.Planful is a financial performance management platform designed to streamline financial tasks for businesses. It helps with budgeting, closing the books, and financial reporting, all on a cloud-based platform. By improving the efficiency and accuracy of these processes, Planful allows businesses to make better financial decisions. Find out more at www.planful.com/metrics.Subscript is a modern billing and revenue recognition platform designed for SaaS finance teams that need flexibility and accuracy. From automated invoicing and dunning to compliant, transparent revenue recognition and real-time analytics, Subscript eliminates manual work, reduces errors, and gives you a single source of truth for all your financial data. Book a free demo at subscript.com.Rippling Spend is a spend management solution that handles your entire company's spending in one unified system. It enables you to bring your corporate cards, expense management, bill pay, and more into one place to achieve real-time visibility and uniquely granular control with automated policy controls across every type of spend. Get a demo to see how much time your org would save at rippling.com/metrics.Vanta's trust management platform takes the manual work out of your security and compliance process and replaces it with continuous automation. Over 9000 businesses use it to automate compliance needs across over 35 frameworks like SOC 2 and ISO 27001. Centralize security workflows, complete questionnaires up to five times faster, and proactively manage vendor risk. For a limited time, get $1,000 off of Vanta at vanta.com/metrics.Tropic is an intelligent spend management solution that consolidates your spend data and processes into one unified offering, enabling insights and decisive action. From spotting hidden optimization opportunities to automating painful procurement workflows and giving you the best market data to turn vendor negotiations in your favor, Tropic combines smart insights with real human expertise to keep you ahead of the curve. Visit tropicapp.io/mostlymetrics to learn how.—FOLLOW US ON X:@cjgustafson222 (CJ)—TIMESTAMPS:(00:00) Preview and Intro(02:32) Sponsor - NetSuite | Planful | Subscript(05:39) From Actor to Management Accountant(10:25) Brad's Bold Move to the UK(13:02) His Journey into Entrepreneurship and Accounting(16:07) Sponsor - Rippling Spend | Vanta | Tropic(20:08) Reclaiming the F Word: Failure(23:37) Communicating Like a Human(25:42) Acting Lessons for Accountants(29:49) How to Understand Your Audience(35:36) Navigating Neurodiversity in Business(36:35) How to Adapt Your Communication for Founders(38:30) Why Some Accountants Don't Make it to the C-Suite(40:38) Learning to Ask Questions(43:29) Leadership in Large Companies Versus SMEs or Scale-Ups(45:24) The UK Versus US Tech Scene(47:10) Tall Poppy Syndrome in the UK(51:38) Long-ass lightning round: Do Your Research(55:14) Advice to Younger Self(56:15) Finance Software Stack(56:58) Craziest Expense Story Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

She has thirty years of empirical business experience, most of which was focused on senior management or supervisory positions. She is a Certified Professional Bookkeeper (CPB), she holds a Business Administration Diploma and is a member of the CPB of Canada. She freely admits that her personal capacity to learn everything she wants to know is not as great as how much there is to learn. And if you are like her, that works out nicely, because it means you can keep right on learning and growing, and so will your businesses!You are encouraged to click for a collection of amazing resources (all free) that will make your bookkeeping life easier.B Purser says that the ‘Preparing for Tax Season for Self Employed' course was invaluable for her. Lynn not only effectively covers all the essentials one should know as a solopreneur but also provides tools to organize your numbers. The course is only 3 hours, yet she came out of it with such a better understanding of how to prepare her taxes, and what to pay closer attention to each year. and finally, some confidence in her preparation. Accountants just do not have the time to explain! Take this course. She hopes she can use Lynn for her taxes next year too. https://cbooks.ca/http://www.yourlotandparcel.org

In this week's episode of The Wize Way Podcast for Accountants & Bookkeepers, discover what the “No Blame” culture is all about and how implementing it in your organization can be a total game-changer. Want to scale your firm with better leadership? Listen now!________________ PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

- Brighton.com AI Engine and N95 Mask Analysis (0:00) - Special Reports and Interviews (1:50) - Trump's Military Budget and Economic Crisis (4:21) - Barium in Chemtrails and Nuclear Waste (5:56) - Facebook Marketplace and Trump's Tariffs (41:05) - Trump's Tariffs and Economic Impact (43:31) - Interview with Paymon from Freedom Law School (1:15:12) - Conclusion and Call to Action (1:15:30) - Non-Filers and Myths About Income Tax (1:20:44) - The Power of the 1040 Form (1:27:09) - The Deep State and Corrupt Institutions (1:30:46) - Federal Income Tax as a Tariff (1:32:44) - The Impact of Money Printing and Inflation (1:36:28) - Trump's Intention to Eliminate the IRS (1:43:12) - The Role of Accountants and Doctors (1:50:10) - The Importance of Free Speech and Legal Knowledge (1:50:28) For more updates, visit: http://www.brighteon.com/channel/hrreport NaturalNews videos would not be possible without you, as always we remain passionately dedicated to our mission of educating people all over the world on the subject of natural healing remedies and personal liberty (food freedom, medical freedom, the freedom of speech, etc.). Together, we're helping create a better world, with more honest food labeling, reduced chemical contamination, the avoidance of toxic heavy metals and vastly increased scientific transparency. ▶️ Every dollar you spend at the Health Ranger Store goes toward helping us achieve important science and content goals for humanity: https://www.healthrangerstore.com/ ▶️ Sign Up For Our Newsletter: https://www.naturalnews.com/Readerregistration.html ▶️ Brighteon: https://www.brighteon.com/channels/hrreport ▶️ Join Our Social Network: https://brighteon.social/@HealthRanger ▶️ Check In Stock Products at: https://PrepWithMike.com

In this episode of Building the Premier Accounting Firm, Kenny Harper of Growth Amplifiers joins Roger Knecht to discuss the nuances of marketing and sales, emphasizing the importance of niching, understanding the customer journey, and sharing value to attract and retain ideal clients for accounting, bookkeeping, and tax businesses. Kenny shares actionable strategies to amplify your firm's reach and impact. Key Takeaways: Understand the distinction between marketing (attracting ideal clients) and sales (helping clients achieve their goals). Share the full range of your services with clients; don't assume they know what you offer. Niche your marketing to resonate with specific industries or client types for better engagement. Focus on building relationships and guiding clients through a journey, rather than pushing for a quick sale. Seek fresh perspectives to identify blind spots and optimize your marketing and sales efforts. Featured Quotes: “Clients don't know what they don't know.” - Roger Knecht [09:46] “Sales is simply just helping people get that value.” - Kenny Harper [14:23] “You don't have to niche your whole business, but you should consider niching your marketing.” - Kenny Harper [26:05] Behind the Story: Kenny Harper's path from recording bands to optimizing marketing strategies for business advisors offers a unique perspective on growth. His early struggles in the music industry taught him the importance of the business side of passion, shaping his approach to helping others amplify their impact.  Thank you for joining us for this enlightening episode of Building the Premier Accounting Firm with Roger Knecht. For additional help and resources for improving your marketing, sales, and ability to build relationships at your accounting firm, call 435-344-2060 to connect with Universal Accounting's team.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: The Advisors Playbook - Learn how to attract and enrol more ideal customers: https://growthamplifiers.com/amplify/   Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve.  This is a webinar you don't want to miss.  Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area.  This is a must-see presentation so get ready to take some great notes.   In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.  Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

In this episode, Rob Brown discusses the complexities of job switching in the accounting profession, exploring the motivations behind leaving a job and the factors that contribute to job satisfaction. He highlights the importance of evaluating both red flags that may indicate it's time to move and green flags that suggest staying put. The concept of a 'forever firm' is introduced, emphasizing the significance of a supportive workplace culture and career growth opportunities. Ultimately, listeners are encouraged to reflect on their career priorities and make informed decisions about their professional paths.Takeaways:-Job switching can lead to better lifestyle and career growth.-Financial incentives for job switching have decreased recently.-Quality of life is becoming more important than salary.-Red flags for leaving include lack of growth and toxic environments.-Green flags for staying include a positive culture and investment in growth.-Flexibility in the workplace is now a critical expectation.-A 'forever firm' offers a supportive and growth-oriented environment.-Evaluate your motivations for wanting to switch jobs.-Temporary discomfort shouldn't drive your decision to leave.-Long-term fulfillment often outweighs short-term financial gains.The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. Thanks to our sponsors:ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.comACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.ukIf you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore. https://www.linkedin.com/in/therobbrownYou can also check out all shows on the Accounting Influencers YouTube Channel:https://bit.ly/AI-youtube

Could AI-generated fake receipts upend expense reporting as we know it? In this eye-opening episode, Blake and David demonstrate live how easy it's becoming to create convincing financial documents with AI—from receipts to audit opinions. They break down why Trump's new "reciprocal" tariffs aren't what they seem (complete with meaningless Greek symbols) and how they're already triggering market turbulence. You'll also learn why the federal government is ending paper checks by September, potentially saving hundreds of millions while reducing fraud by 16x. Plus, discover why Signal might be the most secure messaging option for your sensitive client communications. Whether you're concerned about fraud detection, economic impacts on your clients, or evolving professional standards, this episode delivers practical insights for navigating today's rapidly changing landscape.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/casBluevine - http://accountingpodcast.promo/bluevine (Bluevine is a financial technology company, not a bank. Banking Services provided by Coastal Community Bank, Member FDIC.)Chapters(02:49) - Implications of AI-Generated Receipts (05:23) - Sponsor Acknowledgements and Livestream Interaction (06:15) - Deep Dive into Trump's Tariffs (09:27) - Economic Impact of Tariffs (22:57) - Creating Fake Receipts with AI (37:01) - Signal App and Secure Communication for Accountants (42:22) - Corporate Espionage and Fraud Cases (47:23) - Generating a Fake Audit Report with AI (52:19) - Discussing Douglas Edelman's Tax Evasion (56:33) - Deloitte Layoffs Due to Federal Crackdown (01:00:14) - Mandating Electronic Federal Tax Transactions (01:10:08) - IRS and ICE Coordination on Unauthorized Immigrants (01:13:34) - Alternative Pathways to Becoming a CPA (01:20:24) - Critique of Big Four Accounting Firms (01:28:01) - Upcoming Events and New Content on Earmark  Show NotesChatGPT's new image generator is really good at faking receiptshttps://techcrunch.com/2025/03/31/chatgpts-new-image-generator-is-really-good-at-faking-receipts/ Markets Swing Wildly After Trump Holds His Ground on Tariff Planhttps://www.wsj.com/livecoverage/stock-market-trump-tariffs-trade-war-04-07-25 Trump's Reciprocal Tariff Calculations Are Nonsense, Will Punish Mutually Beneficial Tradehttps://taxfoundation.org/blog/trump-reciprocal-tariffs-calculations/ Stellantis to temporarily lay off 900 US workers as tariffs bitehttps://www.reuters.com/business/autos-transportation/stellantis-says-will-temporarily-lay-off-900-us-workers-following-tariff-2025-04-03 Modernizing Payments To and From America's Bank Accounthttps://www.whitehouse.gov/presidential-actions/2025/03/modernizing-payments-to-and-from-americas-bank-account/ The Trump Administration Accidentally Texted Me Its War Planshttps://www.theatlantic.com/politics/archive/2025/03/trump-administration-accidentally-texted-me-its-war-plans/682151/ @parkerconrad Tweet: Rippling sued @Deel today … https://x.com/parkerconrad/status/1901615179718406276 Scoop: Fashion startup accuses founder of misconduct, after raising $534 millionhttps://www.axios.com/2025/03/31/scoop-caastle-founder-hunsicker-misconduct​The $7 Billion Defense Contractor Who Became One of America's Biggest Alleged Tax Cheatshttps://www.wsj.com/us-news/law/douglas-edelman-alleged-tax-fraud-who-ee65ea61 Deloitte is planning layoffs after a federal crackdown on consulting contractshttps://finance.yahoo.com/news/deloitte-planning-layoffs-federal-crackdown-063253531.html DOGE's private contract crackdown has eliminated more than 120 Deloitte contracts—more than twice the amount of any other consultancyhttps://fortune.com/2025/04/03/doge-private-contract-crackdown-deloitte-consultancies/ Probationary IRS workers will be back to work before Tax Day: Trial Balancehttps://www.cfo.com/news/probationary-irs-workers-will-be-back-to-work-before-tax-day-trial-balance/744419/IRS sharing info with ICE would put illegal immigrants between 'rock and a hard place': experthttps://www.yahoo.com/news/irs-sharing-ice-put-illegal-130026839.html Georgia, Indiana join growing band of states to pass CPA licensure lawshttps://www.cfodive.com/news/georgia-joins-growing-band-states-pass-cpa-licensure-laws-accounting-talent-shortage/744384/ I Quit my Big 4 Accounting Job to Fry Chicken and Will Never Go Back …https://www.businessinsider.com/quit-big-four-accounting-fry-chicken-never-go-back-2025-4 Local firm slashes staff starting salarieshttps://www.accountingtoday.com/opinion/local-firm-slashes-staff-starting-salariesNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a fa...

Have you ever left work at a reasonable time to pick up your kids and felt like you were being silently—or not so silently—judged? Maybe a coworker makes a snide comment, or you get that look from someone as if to say, “Must be nice to leave early.”  The thing is, juggling work and family is already hard enough without feeling like you're under a microscope. You're trying to do your best for your family and your career, but somehow, it never feels like enough. It's exhausting, and it can leave you second-guessing yourself constantly. Why is it that judgment from others, or even ourselves, can hit so hard? Why does one comment, one glance, or even one unspoken assumption stick with us for hours—or days? It's almost like our brains are wired to take every criticism and use it as proof that we're not doing enough. This week, I'm going to discuss why judgment and criticism feel so heavy and how to take back control. You can read the full show notes HERE

On this episode of Accountants Daily Insider, Amanda Newton, group manager for the accountant segment at Intuit QuickBooks, sits down with Imogen to delve into the increasingly essential partnership between accountants and small- to medium-sized businesses. This episode explores the Intuit QuickBooks SMB Navigator Report 2025, which provides a data-driven perspective on this evolving dynamic. Conducted by Agile Market Intelligence between December 2024 and January 2025, the study gleaned insights from 506 Australian SMBs and 404 accountants, offering a comprehensive overview of the current state and future trajectory of accountant-SMB relationships.

In this episode of The Wize Way Podcast for Accountants and Bookkeepers, Tim Causbrook and Ed Chan tackle one of the biggest challenges for firm owners: letting go of the work. Ed explains why true growth comes from shifting from doing to managing—and how learning to delegate effectively can transform your firm.________________ PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

Let's talk about what it's like to feel stuck in a job you can't quit. It's one of those things that can weigh on you every single day, making it hard to focus on anything else. You might feel like you're just going through the motions, clocking in and out, while wishing things could be different. Maybe you've told yourself, “I have no choice,” or “It's just how things are right now.” If you've ever felt like this, you're not alone. So many people, especially moms balancing work and family, feel trapped in a job because the idea of leaving isn't even on the table. But what does “stuck” really mean? Is it your circumstances that are keeping you there, or could it be something else entirely? This week, I'm going to discuss why you feel stuck and how to empower yourself when you can't quit right now. You can read the full show notes HERE

In this episode of the Accounting Influencers podcast, Rob Brown engages with industry experts Will Yap, Denise M. Meyer, and Robert Prusa to explore the significance of events in the accounting profession. They discuss the value of attending events, the importance of building relationships, and what makes a good event. The conversation also delves into how accountants choose which events to attend, the ROI considerations, and the evolving trends in event planning. The episode culminates in insights about the upcoming Right Now 2025 event, emphasizing community and professional growth.Key Takeaways:-Attending events is crucial for professional development.-Networking is a key reason for attending events.-A thriving community enhances the event experience.-Location plays a significant role in event selection.-ROI is measured by the value gained from the event.-Personalization in events is becoming increasingly important.-Engagement opportunities are essential for attendees.-The Right Now 2025 event focuses on community and collaboration.-Transitioning back to work after events is critical for implementing learnings.-CPE should be viewed as a bonus, not the main goal.-You can register for the right now event here:https://events.rightworks.com/WdoGRL?utm_source=robbrown&utm_campaign=rightnow2025&utm_medium=podcast&utm_content=willrobertdeniseThanks to our sponsors:ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.comACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.ukIf you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore. https://www.linkedin.com/in/therobbrownYou can also check out all shows on the Accounting Influencers YouTube Channel:https://bit.ly/AI-youtubeWatch the show with graphics and slides on youtube here: https://youtu.be/vm6TIuAMl8wThe Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Blake and David dive straight into the headlines, starting with the controversial IRS workforce cuts and their potential impact on tax collections. They examine corporate espionage allegations between payroll companies Rippling and Deel, including a complex web of legal battles, Russian connections, and political involvement, and go on to discuss how AI is rapidly improving at handling longer tasks. All this and much more, right now!SponsorsRightWorks- http://accountingpodcast.promo/rightnow2025Bluevine - http://accountingpodcast.promo/bluevine (Bluevine is a financial technology company, not a bank. Banking Services provided by Coastal Community Bank, Member FDIC.)  Chapters(00:31) - Exciting Stories and Headlines (03:07) - Live Stream Shoutouts (05:08) - Earmark Podcast and CPE Credits (10:56) - IRS Workforce Cuts and Tax Gap (30:13) - Rippling vs. Deel Espionage Saga (41:20) - Evolve Bank and Trust Controversies (42:39) - Rippling and Deal Lawsuit Drama (42:57) - Political Connections and Scandals (44:31) - The Future of AI in Accounting (46:36) - AI Performance and Moore's Law (50:42) - AI's Impact on Accounting Tasks (54:43) - Live Demonstration with Claude AI (01:08:27) - The Future of Accountants in an AI World (01:20:45) - Conclusion and Upcoming Events  Show Notes7,000 IRS workers ‘reinstated' — but not yet returning to workhttps://www.journalofaccountancy.com/news/2025/mar/7000-irs-workers-reinstated-but-not-yet-returning-to-work/ IRS Retreats From Some Audits as Agency Slashes Workforcehttps://www.wsj.com/politics/policy/internal-revenue-service-doge-taxes-f00ac956 Opinion | With IRS cuts, DOGE would lose far more money ...https://www.washingtonpost.com/opinions/2025/03/13/doge-irs-cuts-tax-revenue/ Former Defense Contractor and his Wife Indicted for Evading U.S. Taxes on Profits from Selling Jet Fuel to the U.S. Militaryhttps://www.irs.gov/pub/irs-ci/j5-media-release-7-3-2024.pdf Lawsuit Alleges $12 Billion "Unicorn" Deel Cultivated Spy, Orchestrated Long-Running Trade-Secret Theft & Corporate Espionage Against Competitorhttps://www.rippling.com/blog/lawsuit-alleges-12-billion-unicorn-deel-cultivated-spy-orchestrated-long-running-trade-secret-theft-corporate-espionage-against-competitor IRS in Crisis: Tax Professionals Bear the Brunthttps://cpatrendlines.com/2019/02/26/taxpayer-advocate-lambastes-irs/ Measuring AI Ability to Complete Long Taskshttps://metr.org/blog/2025-03-19-measuring-ai-ability-to-complete-long-tasks/ Earmark Podcast – Ep. 87 - How to Use AI to Analyze Data and Draft Financial Reports in Minuteshttps://share.transistor.fm/s/c86818f5 Earmark's Screening of The Accountant 2https://www.eventbrite.com/e/screening-of-the-accountant-2-tickets-1225264421869?aff=EarmarkAppNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

On this episode Joe speaks with Heather about why operations should be the next big focus in your practice. Heather emphasizes the importance of documenting and reflecting on current processes to identify areas for improvement. The discussion also covers aligning operational improvements with firm culture, broadening technology views with automation and AI, and practical steps to stay ahead in the coming year. TV and Movie Quote: Heather quoted The Office Joe quoted 1923 Book of the Week: The e-Myth by Michael Gerber Favorite Social Posts: Heather mentioned Ashley Francis on LinkedIn Joe mentioned Caleb Jenkins on X/Twitter The Woodard Report Article of the Week: Spring Cleaning for the Mind: Clearing Clutter for Greater Productivity by Kim Petro Thank you to our show sponsor, CorpNet! CorpNet is the trusted leader in business formation and compliance services, offering one of the best tools for Accountants, CPAs, and Tax Professionals nationwide: the CorpNet Partner Program. 10X your firm's revenue by helping clients form a business, register for payroll taxes, maintain compliance, and more. Learn more about the show and our sponsors at Woodard.com/podcast

What happens when a failed musician turns into a SaaS sales powerhouse? In this episode of SaaS Fuel, Jeff Mains sits down with Collin Stewart, CEO of Predictable Revenue and host of the Predictable Revenue Podcast. Collin shares raw, real stories from his journey—including early startup failures, the brutal truth about product-market fit, and what founders get wrong when scaling too fast.We dive deep into customer development, outbound sales strategies, and how AI is shaping the future of SaaS. Whether you're pre-revenue or pushing past $10M ARR, this episode will sharpen your go-to-market strategy and help you build a predictable, scalable revenue engine.Key Takeaways00:00 - The harsh truth about product-market fit02:00 - Why customer validation is key to success04:00 - Meet Colin Stewart: failed musician to SaaS leader07:00 - Early startup mistakes and lessons learned12:30 - The danger of scaling before understanding your customer16:00 - Why niching down beats going broad21:00 - How to leave bias out of customer interviews26:30 - Why founders get go-to-market strategy backwards30:30 - Introducing Champion Leadership Group34:00 - Signs you're not ready to scale39:00 - The Market Fit Matrix explained44:00 - What makes outbound actually work47:00 - The real reason AI SDR tools fall short51:00 - Where SaaS sales is headed with AI56:00 - Why AI won't kill sales—it will upgrade it58:00 - Where to find Colin + free founder resourcesTweetable Quotes“The biggest mistake founders make? Scaling before they really understand their customers.” — Colin Stewart“AI won't kill sales—it'll just kill bad sales processes.” — Collin Stewart“Customer interviews aren't for validation. They're for revelation.” — Jeff Mains“You don't need perfect messaging if you have the perfect list.” — Collin Stewart“Most teams are doomed or blessed before they're even built—because of strategy.” — Collin Stewart“SaaS isn't about growth hacks. It's about solving real pain for real people.” — Jeff MainsSaaS Leadership Lessons"Strong product-market fit is a spectrum" – You might not be at zero; you just need to strengthen your understanding of the customer.Scaling before validation is a costly mistake – Don't throw gas on a fire that's not even lit yet.Customer discovery is not for confirmation – Go in with curiosity, not to validate what you already believe.Your ICP needs laser-focus – “Accountants” isn't narrow enough. Be specific: left-handed accountants using QuickBooks.Build strategy before team or tools – Most sales orgs fail due to poor upfront go-to-market planning, not bad reps.AI can supercharge sales—but only if your fundamentals are solid – Garbage data and vague targeting make even the smartest tools useless.Guest ResourcesEmail - collin@predictablerevenue.comWebsite - https://predictablerevenue.com/Linkedin - https://www.linkedin.com/in/collinstewart/Episode SponsorSmall Fish, Big Pond – https://smallfishbigpond.com/ Use the promo code...

If you're ready for ads, here's what you need to know about the money and the math of marketing.…Connect with Matt:LinkedIn: https://www.linkedin.com/in/mattbanker/Website:  https://bankercreative.com/…Link to full shownotes: https://www.businessstrategyforcpas.com/340…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureCPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

Have you ever noticed how your brain can latch onto a single thought and refuse to let go? Maybe it's replaying an awkward moment, overthinking something you said, or obsessing about what someone else might be thinking. It's like a broken record, looping over and over, and no matter how hard you try, it just won't stop. This kind of mental replay can be exhausting. It's not just draining your energy—it's stealing your time and focus too. You sit there, caught up in the loop, wishing your brain had an “off” switch. But the harder you try to push the thought away, the louder it seems to get. Why does this happen? Why does your brain decide to cling so tightly to something, even when you don't want it to? This week, I'm going to discuss why thought loops happen, how to recognize and redirect thought loops, and my personal example of breaking a thought loop. You can read the full show notes HERE

Check out the video on the new channel! https://youtu.be/JNvlIIgox68?si=Uz816gggVJMbM4QXChatGPT Deep Research https://openai.com/index/introducing-deep-research/Digits https://digits.com/Accounting Software Co's Buying Firms https://www.wsj.com/articles/ai-has-venture-investors-excited-about-yes-accounting-firms-3b9b3226RyanBot https://docs.google.com/document/d/1i_GfdO78_PHBqBdY8G5LljvIat2NPMrA1kQP6mjQG04/edit?tab=t.0#heading=h.3thh3299rsdf

As moms and accountants, we often feel like we're always running to keep up. There are deadlines to meet, kids to care for, and piles of things—both literal and figurative—demanding our attention. It's easy to feel stretched thin and wonder if there's another way. What if simplifying your surroundings could make life feel more manageable? What if letting go of the unnecessary could give you more time, energy, and peace of mind? Think about how much better you feel when you walk into a clean, organized room. Or how much more productive you are when your desk is free of distractions. Minimalism is about creating more of those moments—more calm, more focus, and more space for what truly matters. This week, I'm going to discuss when ‘more' becomes too much and embracing minimalism for clarity and control. You can read the full show notes HERE

Billions in federal funds for nonprofits were abruptly frozen by the Trump administration, leaving organizations scrambling to stay afloat. Blake speaks with Jerilyn Dressler and Harriet "Hatsy" Cutshall from YPTC about how these freezes disrupted essential services, the complex flow of federal grants, and the rigorous compliance requirements nonprofits must meet. With a judge ordering the funds to be reinstated, they discuss what's next for nonprofits and the ongoing challenges of government funding oversight.Meet Our Guests: Jerilyn Dressler, CPA : https://www.linkedin.com/in/jerilynkeitdresslercpacfeHarriet "Hatsy" Cutshall, CPA : https://www.linkedin.com/in/hatsycutshallcpa-yptcGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd

In this episode, I get candid about a topic that's been on my mind—what sets a CFO apart from a traditional accountant. I'll dive into my biggest fear as a CFO: not delivering enough value and being seen as just another run-of-the-mill accountant. We work hard to differentiate our services, positioning ourselves as strategists who happen to be accountants, and I'll share why this matters.   From discussing industry practices to providing analogies with Spirit Airlines and Delta, I'll clarify why comparing fractional CFO services to regular bookkeeping is like comparing apples to oranges. Plus, you'll hear about the importance of client collaboration and how our strategic input can yield multi-thousand-dollar partnerships. If you're an entrepreneur looking to understand the deeper impact a CFO can make, this episode is for you. Tune in and let's grow your wealth together while keeping things enjoyable. Don't forget to leave a review on your favorite podcast platform!   What You'll hear in this episode: [0:50] Understanding the Role of a CFO [1:50] Differentiating CFOs from Accountants [2:50] Challenges and Fears of a CFO [5:15] Client Collaboration and Value Delivery [8:00] Overcoming Fears and Ensuring Value   If you like this episode, check out: Why It's So Hard to Communicate Our Value with Lynn Smith Mastering Your Messaging with Meghan Clor Creating a Memorable Customer Experience with Brittany Driscoll   Want to learn more so you can earn more?    Visit keepwhatyouearn.com to dive deeper on our episodes  Visit keepwhatyouearncfo.com to work with Shannon and her team  Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ  Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/    The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.