Podcasts about accountants

Discover how forensic accountants track down hidden offshore assets, cryptocurrency, and concealed business wealth in high-net-worth divorces. Learn the warning signs, investigative techniques, and legal consequences that could change everything about your settlement. Leavitt Family Law Group City: Henderson Address: 2520 St. Rose Pkwy. Website: https://leavittfamilylaw.com/

Discover the step-by-step system that turns accountants and attorneys into weekly referral sources for your advisory practice. In this episode of the Registered Investment Advisor Podcast, Seth Greene, Founder and CEO of Market Domination, reveals the Dream 50 referral process, designed to help registered investment advisors secure consistent weekly referrals from professional centers of influence. Drawing on decades of experience and work with more than 83 RIAs, Seth explains how to define target markets, warm up influencers through social engagement, and convert relationships into high-value leads. He also shares real client examples and the tools needed to implement this process efficiently, demonstrating how it can generate significant revenue with minimal time investment. Key Takeaways: → Define your target market precisely to focus your outreach. → Warm up influencers by engaging with them on social media and leaving reviews. → Convert influencer goodwill into actionable referrals through follow-up and strategic calls. → Capture prospect contact information and implement a multi-channel drip-follow-up system. → Done-for-you implementation by a professional staff ensures scalability and high ROI. Seth Greene is a leading authority on business growth and affiliate marketing, recognized for scaling 50 DREAM affiliates and achieving Inc. 5000 status in 2023. He co-hosts the Sharkpreneur podcast with Shark Tank's Kevin Harrington and is ranked No. 6 among the best business podcasts to listen to. A nine-time best-selling author, Seth has been featured on NBC News, CBS News, Forbes, Inc., and CBS MoneyWatch. He is the only person in history to be nominated three consecutive years for the GKIC Marketer of the Year award. A serial entrepreneur, he has founded four successful businesses and continues to guide entrepreneurs in scaling, visibility, and building profitable ecosystems. Connect With Seth: Website: https://marketdominationllc.com/ Instagram: https://www.instagram.com/_marketdomination X: https://x.com/mktdominationus Facebook: https://www.facebook.com/MarketDominationLLC LinkedIn: https://www.linkedin.com/company/market-domination-llc Learn more about your ad choices. Visit megaphone.fm/adchoices

Watch This: https://youtu.be/C8Me5SpjcPY?si=CSMLN4e7FNfSvXMCEveryone is talking about how AI is going to replace jobs.Lawyers are worried.Writers are worried.Marketers are worried.Accountants are worried.Meanwhile, you're in one of the safest industries on the planet.AI can't paint a house.AI can't install a roof.AI can't build a deck.AI can't sit across from a homeowner and earn their trust.In this episode, Tom explains why AI may actually be the greatest opportunity skilled trades professionals have ever seen.You'll learn:• Why contractors are uniquely positioned to benefit from the AI revolution• How smart contractors are using AI to save hours every week• What tasks should be automated and what should never be automated• Why trust, communication, and sales are becoming more valuable than ever• The one skill that will separate winning contractors from everyone else over the next decadeThe contractors who thrive won't be the ones who ignore AI.They'll be the ones who use it to eliminate busy work while doubling down on the human skills that technology can't replace.Because at the end of the day, homeowners don't buy paint, roofs, kitchens, or remodeling projects.They buy certainty.They buy confidence.They buy trust.And trust is still a human game.If you're ready to improve your sales process, close more profitable work, and build a stronger business, check out THE COMMAND at https://go.thecontractorfight.com/command

Ryan Pearcy and Indi Tatla cover a big week in accounting tech, from Starling's contested MTD launch to Intuit cutting 3,000 jobs and Xero's push to own the workflow layer. Starling Bank launched Accounting Essentials in March, a free bookkeeping and MTD submission tool for sole traders and landlords built on its acquisition of Ember. Indi walks through Lucy Cohen's analysis, which found 18% of entries in a fully reconciled ledger had no corresponding bank entry for the same period. That raises serious questions about what happens when AI-categorised bank data is the primary input for MTD submissions. Ryan notes that Starling had built a strong accountant partner channel and the "job done" framing has damaged those relationships. Neither host disputes the product's convenience. Both dispute that convenience is the same thing as accuracy. Xero has announced XeroForce, a no-code agent builder that lets practices describe repeatable processes in plain English and run them as automated workflows across clients and connected apps. The ambition is to shift Xero from the ledger layer to the workflow layer, with audit trails and sign-off controls across an entire client base. Indi is sceptical about how it performs against messy real-world data and edge-case tax rules. Ryan raises whether XeroCon might be where Xero fills in the technical detail. Intuit has cut around 3,000 roles, 17% of its global workforce, across QuickBooks, TurboTax, Credit Karma and Mailchimp, announcing the cuts on the same day it raised its full-year revenue guidance. Indi frames it as AI shifting from feature roadmap to operating model, and notes that Intuit has a history of testing "you don't need an accountant" messaging in other markets before the UK. Also covered: Starling adds Tap to Pay via Adyen; Bokio exits the UK on 30 June with six weeks notice to users; Sage Copilot now included in Sage Business Cloud Accounting at no extra charge; Ignition launches beta integrations with Vinyl and FYI; a correction on Xero Workpapers access when clients disconnect; and Xero practitioner awards are not running in the UK this year. 00:00 Welcome to the Digi-Tools in Accrual World podcast 03:55 Starling says 'job done' on Making Tax Digital. Accountants have thoughts. 11:17 Starling adds Tap to Pay via Adyen, extending its accounting suite to contactless payments 13:10 XeroForce: Xero launches a no-code AI agent builder for financial workflows 19:18 Bokio exits the UK on 30 June, giving users six weeks to save their data 22:12 Intuit cuts 3,000 jobs and signs deals with Anthropic and OpenAI 25:42 Sage Copilot now available to all Sage Business Cloud Accounting users at no additional charge 27:40 Ignition launches Vinyl and FYI integrations 31:00 Xero Workpapers Correction 32:40 Xero practitioner awards skip the UK in 2026, with the programme running in other regions 36:33 Rate, Subscribe and Nominate for the Digital Disruptor Awards

CPA Life returns with a Rewind episode with Yuri Kapilovich, #TheFunCPA. His conversation with host John Randolph focused on his newly created Mentors Count community. The managing partner of Kapilovich & Associates, Yuri saw the need for mentorship in public accounting due to the decline of available time and the pipeline problem within the industry, so he founded Mentors Count to serve as a community where up and coming accountants could go to regain some of that lost mentorship. From tax technical support, essential career development advice, mental health discussions and more, Mentors Count is designed to be open and welcoming, especially when folks have questions they might not feel comfortable asking at work. Get the full show notes and more resources at CPALifePodcast.com

Accountants are hopeful the Government will use the Budget to do something about the secret little wealth tax those with offshore investments are currently paying. As it stands, most people with more than $50,000 directly invested in assets offshore, including shares in companies listed on stock exchanges, need to pay tax on a portion of the value of their investments, regardless of if they receive income from those investments. Those who invest in shares in New Zealand companies or New Zealand-domiciled funds only need to pay tax on the income they receive from their investments. NZ Herald Wellington business editor Jenee Tibshraeny explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Welcome back to another episode of Magic Moments ✨ Tej Gill and I delve into insightful discussions on optimizing tax strategies for entrepreneurs and businesses. I introduce a theory on why tax accountants frequently fall short of expectations, citing that the overexpansion of tax firms leads to diminished quality of service. The discussion explores how businesses can leverage organized financial presentation to improve the quality of advice received from tax professionals.  Tej highlights the benefits of maintaining polished financial records, which allow accountants to dedicate time to devising tailored tax-saving strategies instead of sorting through disarrayed data. We stress the significance of quality over quantity in client service at accounting firms. Tej shares insights into his business approach, limiting client numbers to prioritize excellence. The episode wraps up with a remarkable anecdote illustrating the responsive, high-quality service provided by Tej's firm, emphasizing how timely and organized financial management can yield considerable tax savings. Did you enjoy this Magic Moment? Click here for the full episode.  

Veranderende regelgeving, verduurzaming, stikstofvraagstukken, bedrijfsopvolging en een politiek debat dat vaak rechtstreeks ingrijpt op het boerenbedrijf. Ondernemers in de Nederlandse agrarische sector hebben te maken met een even dynamisch als uitdagend speelveld. En dus behoefte aan deskundige ondersteuning. De Vereniging van Accountants- en Belastingadviesbureaus speelt daarin al een eeuw lang een bijzondere rol. Alle reden dus om bij dat eeuwfeest stil te staan in een RB Podcast. Met Robin Nijhuis en Lubbert van Dellen, respectievelijk Senior belastingadviseur en Marktdirecteur Agro bij Flynth. Wat heeft de VLB in de afgelopen honderd jaar zo relevant gemaakt voor agrarische ondernemers? En welke uitdagingen wachten de sector in een tijd waarin landbouw, beleid en samenleving steeds intensiever met elkaar verweven raken? Hoor het in gesprek met Sylvester Schenk, directeur fiscale zaken van het RB en de vaste host van de RB Podcast.Regelmatige luisteraar van de RB Podcast? Laat ons weten wat je er van vindt én stuur ons suggesties voor nieuwe afleveringen

Accountants are hopeful the Government will use the Budget to do something about the secret little wealth tax those with offshore investments are currently paying. As it stands, most people with more than $50,000 directly invested in assets offshore, including shares in companies listed on stock exchanges, need to pay tax on a portion of the value of their investments, regardless of if they receive income from those investments. Those who invest in shares in New Zealand companies or New Zealand-domiciled funds only need to pay tax on the income they receive from their investments. NZ Herald Wellington business editor Jenee Tibshraeny explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.

In this episode of Under The Hood, host Jerome Doraisamy speaks with Bec Argent, director of Argent Tax & Advisory, about how in the days of the hour-based accountant, and in a time of voluminous change, emerging leaders in the accounting profession must identify and implement new and better ways to both service clients and run their businesses. Tune in to hear more about: How and why Bec wanted to strike out on her own. How young accountants can thrive in a changing landscape. What she's learned about herself as a practitioner since launching her own firm. What innovation means to her, and the need to keep challenging herself. What emerging practitioners can learn from her experience.

The picture according to a survey from Chartered Accountants Ireland looks worrying for SMEs. 71% of them are more pessimistic than they were six months ago and all of them are worried about rising costs. Conversely a quarter of small companies reported increased profits. It comes as accountants themselves face huge challenges from AI and mounting legislation. Joe discusses the survey findings with Cróna Clohisey, Director of Members and Advocacy, Chartered Accountants Ireland.

Is AI really replacing accountants—or just changing the job? Blake Oliver talks with Capterra analyst David Jani about new survey data showing where AI is gaining traction in accounting, from chatbots and data entry to forecasting and fraud detection. They unpack why 89% of users report ROI, why firms are still struggling to hire, and why weak AI data-handling policies could create serious security problems.Accounting Trends in 2026: How AI is Changing Work, Skills, and Strategyhttps://www.capterra.com/resources/accounting-trends-ai-software-changing-work/Chapters(00:00) - EAP 114 (01:26) - Survey Methodology (04:26) - AI Adoption Today (05:39) - Where AI Shows Up (19:57) - Staffing Crunch Data (24:10) - Manual Work and Spreadsheets (26:17) - Next 12 Months Ahead (28:11) - 2027 Predictions and Threats (32:04) - Where to Place AI Bets 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, David JaniLinkedIn: https://www.linkedin.com/in/david-jani-7627872b/Learn more about Capterrahttps://www.capterra.com/accounting-software/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

As Chartered Accountants Ireland surpasses 40,000 members, it has today published a new position paper on the future of AI and accountancy. The largest professional body on the island of Ireland is calling on Government to invest in AI-ready infrastructure, strengthen supports for SME adoption and embed AI skills and literacy across the education system. The position paper was launched alongside Deputy Malcolm Byrne T.D., Chair of the Oireachtas Committee on Artificial Intelligence. Accountants as trusted advisors The paper argues that in an AI-driven economy, accountants will play an increasingly important role as trusted business leaders providing governance, ethical oversight and assurance. While the paper acknowledges that AI will bring change to how the profession operates, it reinforces – rather than diminishes – the role accountants play in supporting robust, accountable decision-making. The Institute also challenges the narrative that accountants are at risk of being replaced by AI, highlighting instead how the profession is evolving alongside the technology. It emphasises that accountants must take a leading role in implementing AI within finance functions, ensuring systems are deployed responsibly, controls are robust, and outputs can be trusted. Rosemary Keogh, CEO, Chartered Accountants Ireland said "There is a common belief that AI will replace accountants, but the evidence simply doesn't support that. It reflects a misunderstanding of what modern accountants actually do. AI is automating routine, rules-based work and most accountants welcome that. It frees them up to focus on higher-value roles like strategy, risk and decision making. "The AI economy will run on trust. While AI can process extraordinary volumes of data, automate complex tasks, and generate insights at unprecedented speed, trust in those outputs depends on human oversight, ethical judgement and professional accountability. As AI systems become more widely used, the need for trusted financial information will only grow – and this is where accountants add real value." Accountants are already using AI across audit, reporting and advisory services, with recent research by Chartered Accountants Worldwide pointing to strong enthusiasm across the profession. 85% of respondents indicated a willingness to use AI tools in their work, with the younger generation overwhelmingly open to using these tools at 91%. The new position paper aims to provide leadership and clarity on how accountants can use the technology responsibly and effectively. Government policy needed to support AI adoption Chartered Accountants Ireland is calling for Government to support responsible AI adoption in several ways, noting that AI matters not just for accountants, but for Ireland. The paper sets out several recommendations, including: SMEs need to be supported on their AI journey – Supports from Enterprise Ireland, Local Enterprise Offices, and others need to be more accessible, and SMEs and their workforces given the opportunity to become AI literate cost-effectively. Investment in AI-ready infrastructure – For AI to work effectively, Ireland requires an underlying infrastructure that is strong, sustainable, and resilient. From data centres to electricity generation and investments in the national grid, the rightfoundations are needed to optimise the use of AI. Leading on EU simplification and AI regulation – During its upcoming EU Presidency, Ireland has a unique opportunity to lead on the EU's digital simplification package. Ireland should focus on ensuring regulations are proportionate for businesses and promoting the development of guidance and tools that enable businesses to apply AI productively and responsibly. Embedding AI literacy in education – courses in secondary schools and in further and higher education need to be adapted so that all young people are AI literate and aware of the technology's benefits, opportunities, and dangers. ACA syllabus world-leading in tec...

Networking, timing, and intentional career planning help candidates stand out in competitive hiring processes.Accounting ConversationsWith Chayton FarleeCenter for Accounting TransformationFor many accounting students, the profession can seem narrowly defined by tax returns, audit rooms, and busy season deadlines. But according to Mike Manalac, CPA, accounting can also become a pathway into some of the world's most innovative companies and industries.In a recent episode of Accounting Conversations, host Chayton Farlee speaks with Manalac about how young accounting professionals can strategically leverage public accounting experience to build careers at companies like Google, Tesla, Uber, and Salesforce.  MORE Podcasts Manalac, an accounting manager at Google, currently leads a distributed team working on Google Search and YouTube advertising contracts. His role involves collaborating with engineering, legal, sales, finance, and compliance teams across the organization.Farlee, an assurance associate at CliftonLarsonAllen, says conversations like these are important because many students are not exposed to the full range of accounting career opportunities.

Haben wir morgen genug Liquidität? Wie schützen wir uns gegen Währungsrisiken? Und wie optimieren wir unsere Zahlungsströme in Echtzeit? Mit diesen und vielen weiteren Fragen befassen sich Treasury-Abteilungen großer Konzerne tagtäglich.Auch Mittelständler treiben diese Überlegungen um. Doch Treasury war lange eine Disziplin, die sich nur Konzerne leisten konnten. Dieser Zustand ändert sich gerade grundlegend.Automatisierung, KI und neue Fintech-Tools machen Treasury auch für mittelständische Unternehmen zugänglich. Das schafft nicht nur neue Effizienzpotenziale, sondern auch attraktive Karrierechancen für Finance-Professionals. André Reimers, Head of DACH der Treasury-Fintech-Plattform Embat, gibt bei Future FINANCE spannende Einblicke, wie dieser Wandel aussieht.Das erwartet Sie in der Podcast-Folge:Warum repetitive Aufgaben wie Bankenabgleich und Zahlungsabstimmung bis zu 75 Prozent weniger Zeit kosten könnenWelche Skills im Treasury wichtiger werden – und welche an Bedeutung verlierenWie sich Controller und Accountants strategisch als Treasury-Experten positionierenWas KI im Treasury heute schon leisten kann – und wo die Grenzen liegenWelche drei konkreten Schritte ein Senior Accountant jetzt gehen sollte, um sich als Treasury-Spezialist aufzustellenDie GesprächsteilnehmerHost: Esra LaubachGast: André Reimers (Head of DACH, Embat)

In dieser Folge spreche ich mit Tobias Stölkler über seinen einzigartigen Weg vom Aufbau eines PreSales Teams im Hyperscaling-Modus bis hin zur neuen Rolle als Vertriebsleiter. Wir tauchen tief ein in die Herausforderungen, Stolpersteine und echten Learnings, die entstehen, wenn man in nur zwei Jahren von drei auf dreißig SEs wächst – und warum nicht klassische PreSales-Profile, sondern ehemalige Controller und Accountants den Unterschied machen können. Tobias gibt Einblicke, wie Enablement, Technologie und ein eigenes Scoring-Framework messbar machen, was das Team wirklich beim Kunden bewegt. Außerdem sprechen wir offen darüber, wie sich der Perspektivwechsel vom PreSales zur Sales-Leitung anfühlt – und warum echte Kollaboration zwischen AE und SE viel weiter gehen muss als bisher. Ein Blick hinter die Kulissen, viel Praxis, wenig Theorie – und garantiert keine Werbeveranstaltung. Tobias bei LinkedIn - https://www.linkedin.com/in/tobias-stölkler-8191539b/ ----------

Indi and John are joined by Kendrick from Fishbowl, inventory and manufacturing software for businesses that have outgrown spreadsheets but aren't ready for a full ERP. Kendrick brings a US perspective to a week dominated by AI agent launches, a major tax authority investment and a string of Sage announcements. Anthropic has launched ten ready-to-run agents aimed at finance operations, covering general ledger reconciliation, statement review, journal preparation and KYC screening. The hosts debate whether these genuinely displace specialist close management tools or simply make existing model capabilities more accessible, and where the line between "human in the loop" and "human who gets sued" actually sits. Campfire has officially opened its first London office, adding VAT support and UK-specific functionality as it builds out boots on the ground ahead of the conference season. John covers the story and explains why a US ERP with existing UK clients making this move matters for the market. HMRC is rolling out 28,000 Microsoft Copilot licences with a target of 50,000, positioning itself as the world's most AI-enabled tax authority. Kendrick contrasts the approach with a far more cautious IRS, while Indi makes the point that a faster, sharper HMRC changes the maths for accountants who rely on year-end reconciliation as a safety net. Sage had a substantial week. Indi covers the expansion of its developer platform across Intacct, X3 and Sage Active, including the launch of Sage Agent Builder, an AI gateway and usage-based revenue sharing for partners. John follows with Sage's acquisition of Doyen AI, a data migration tool founded in 2024 that Sage moved quickly to bring in-house. NetSuite has released SuiteCloud Agent Skills, knowledge packages that help AI coding assistants build and customise inside NetSuite without breaking things. Kendrick, coming from the ERP world, gives his take on why guardrails in AI-assisted development matter more than the speed gains. Digits has launched an MCP server connecting its agentic general ledger to tools including Claude, ChatGPT and Cursor on a read-only basis. John and Kendrick discuss what the read-only decision signals about where Digits thinks the value of its product still sits. The episode closes with a story that cuts against the week's optimism: Google's AI overviews are serving UK users outdated government information pulled from unmaintained gov.uk pages. One example, the cost of registering a charity, returned answers ranging from free to over £183, against an actual fee of £100 online. Indi makes the case that before anyone hands autonomous agents the keys, it's worth checking whether they're working from data that should have been retired years ago. This episode is sponsored by Advancetrack, the outsourced accounting and tax service trusted by UK practices for over 20 years.  00:00 Introduction to DigiTools and Fishbowl 03:27 Claude Coming for Accountants? 10:30 Campfire opens in London 12:43 HMRC rolls out 28,000 Copilot licences 17:43 Sage expands developer platform for AI tools 26:21 Sage acquires Doyen for data transfers 28:30 NetSuite brings AI speed for SuiteCloud developers 32:11 Digits MCP expands AI utilisation 36:16 AI giving wrong Gov data to UK users 38:00 Nominate your candidates for a Digital Disruptor award!

Accountants aren't supposed to embrace failure. It runs counter to everything the profession is built on. But K.C. Eames, who leads operations at Dark Horse, has spent time thinking carefully about why that instinct holds firms back, and what it actually takes to build a culture where people feel safe to experiment. Recorded live at Bridging the Gap 2025, her conversation with Terrell Turner on Episode 264 of The Unique CPA covers her main stage talk on making it safe for accountants to fail, how Dark Horse uses open communication to surface and celebrate new ideas, and what it felt like to retool her presentation at the last minute to lead with personal stories rather than a framework. She also reflects on the kind of tight-knit, genuinely collaborative community that keeps drawing her back to Bridging the Gap year after year. Get the full show notes and more resources at TheUniqueCPA.com

Welcome to Truth, Lies & Work, the award-winning workplace podcast where behavioural science meets workplace culture, brought to you by the HubSpot Podcast Network. Most businesses struggle with recruiting. They post jobs on Indeed, sponsor LinkedIn ads, and cross their fingers. Rachel Harris, co-founder of StriveX Accountants, does the exact opposite. She has built a multimillion-pound firm from her dining room table with a waiting list of over 200 people eager to join her team. In this episode, Rachel reveals how she treats recruitment like a 24/7 marketing function and why her employees are her most powerful recruitment tool—even when they're calling her a "micromanager" on social media.

What does it mean when Big Four partners can be demoted—and AI still gets 1 in 5 accounting tasks wrong? Blake and David unpack KPMG's audit partner cuts, EY and KPMG's quiet partner demotions in the UK, PwC's return-to-office push, and why firms like Decimal are rethinking tech-driven bookkeeping. They also debate AI's limits in accounting, explore the future of CPE after a surprising Nasba warning, and explain what these shifts mean for accountants building their careers.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/casOnPay - http://accountingpodcast.promo/onpayFishbowl - http://accountingpodcast.promo/fishbowlChapters(00:00) - TAP 485 (01:47) - Bookkeeping Market Shakeup (02:38) - Decimal Pivots to Franchising (05:31) - AI Accuracy Reality Check (07:57) - Inventory Counts Still Human (10:28) - H&R Block Goes Year Round (11:55) - AI CEO Experiments and Limits (16:34) - Earmark Sponsor and NASBA Letter (21:37) - Context and CPE Reform Debate (26:11) - CPE Checkbox Culture (28:11) - Fixing CPE With AI (32:07) - Live Chat and Teams CPE (34:37) - Sponsor OnPay Break (35:51) - Big Four Partner Cuts (41:27) - AI Predicts Misstatements (43:31) - Sponsor Fishbowl Break (44:55) - Where Accountants Are Missing (48:39) - 150 Hour Rule Changes (49:19) - Wrap Up and Thanks  Show NotesThe Best AI Model Still Fails 1 in 5 Accounting Taskshttps://www.cfo.com/news/the-best-ai-model-still-fails-1-in-5-accounting-tasks-Claude-Opus-OpenAI-GPT/818100/DualEntry AI Accounting Benchmark (Claude Opus 4.7 Results)https://www.dualentry.com/blog/claude-opus-4-7-accounting-ai-benchmark-resultsThe Least Glamorous Side of Accounting That Still Can't Be Automatedhttps://controllerscouncil.org/the-least-glamorous-side-of-accounting-that-still-cant-be-automated/Decimal Sells Its Accounting Firm to Franchise the Operating System Behind Ithttps://www.prnewswire.com/news-releases/decimal-sells-its-accounting-firm-to-franchise-the-operating-system-behind-it-302753690.htmlCollective Acquires Open Ledger to Accelerate All-in-One Financial Solution for Solopreneurshttps://www.axios.com/pro/fintech-deals/2026/04/22/collective-open-ledger-acquisitionH&R Block Wants to Be More Than a Tax Companyhttps://fortune.com/article/hr-block-tax-year-round-financial-adviser-fintech-innovation/An AI Agent Takes Over a Store and Orders Too Many Candleshttps://www.bloomberg.com/news/articles/2026-04-23/an-ai-agent-takes-over-a-store-and-orders-too-many-candles-mobwrfw2Customers Bank CEO Uses AI Clone on Earnings Call, Signs OpenAI Dealhttps://www.cnbc.com/2026/04/27/openai-partners-with-customers-bank-in-push-to-automate-finance.htmlKPMG Lays Off 10% of US Audit Partnershttps://www.accountingtoday.com/news/kpmg-lays-off-10-of-us-audit-partnersKPMG and EY Demote Partners in End of Job-for-Life Model in UKhttps://www.irishtimes.com/business/work/2026/04/24/kpmg-and-ey-demote-partners-in-end-of-job-for-life-model-in-uk/PwC Tells Remote Tax Staff to Get Their Butts Into the Officehttps://www.goingconcern.com/pwc-tells-remote-tax-staff-to-get-their-butts-into-the-office/PwC Pays $166 Million to Settle HK Evergrande Audit Probehttps://www.bloomberg.com/news/articles/2026-04-23/pwc-agrees-to-pay-166-million-to-close-evergrande-probe-in-hkPredicting Material Misstatements Using Machine Learning (Phys.org summary)https://phys.org/news/2026-predicting-material-misstatements-machine-learning.htmlIs Your State Running Low on Accountants? (Sam's List Accountant Shortage Index)https://www.cpapracticeadvisor.com/2026/04/21/is-your-state-running-out-of-accountants/181991/Kentucky Passes CPA Licensure Modernization Billhttps://www.accountingtoday.com/news/kentucky-passes-cpa-pathway-billNeed 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 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:

Roger Knecht and Wes Towers discuss effective marketing strategies for accounting firms, focusing on local presence, niche marketing, and leveraging AI for content creation. Learn how to transform random marketing acts into deliberate growth engines and enhance your firm's visibility and client acquisition. In This Episode: 00:00 Introduction to Marketing for Accountants 02:52 Leveraging Local Presence and Niching 06:47 Outcome-Focused Marketing Messaging 09:52 Google Business Profile and Reviews 14:11 Marketing Rhythm and Content Creation 19:51 AI in Marketing and Human Connection 26:25 Tracking Marketing Metrics and Funnels 31:16 Niche Marketing and Client Acquisition 37:41 Website Audit and User Experience 43:45 Recap and Final Thoughts on Marketing Key Takeaways: Define your unique marketing message to attract ideal clients, focusing on outcomes rather than services. Optimize your Google Business Profile with relevant information and regular updates to boost local visibility. Implement a consistent content publishing rhythm across platforms, repurposing one idea in multiple ways. Utilize AI as a thought-processing tool to guide content creation, not just to generate generic text. Track conversion rates at every step of your sales funnel to refine marketing efforts and attract the best clients. Story Preview Join Roger Knecht and Wes Towers as they explore how accounting firms can overcome marketing challenges to build premier businesses. Discover how strategic positioning, smart use of digital tools, and a focus on client relationships can turn your firm into the obvious choice in your market. Featured Quotes: "Go for the very best because the more you add to the site, curiously, the more diluted your message is." - Wes Towers "It's about speaking in language that is outcome-focused. And speaking to them, it's about using words about you instead of, 'We are this. We are that.' No one really cares about you that much. They care about themselves." - Wes Towers "If you can educate them and they feel like that feed of information you're giving them is to their benefit, they'll want to read it. They'll want to pay attention to it." - Roger Knecht Behind the Story: In this episode, Roger Knecht and Wes Towers unpack the nuances of marketing for accounting professionals. They discuss how many accountants traditionally shy away from marketing and sales, yet these are crucial for firm growth. Wes shares insights from his work at Uplift 360, emphasizing the importance of clear positioning, smarter websites, and AI-assisted content. The conversation highlights how firms can leverage their local presence and niche services to stand out in competitive markets, while also maintaining the human connection that drives true value. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Visit uplift360.com.au to book a strategy call.   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 (CAS - Client 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. Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.     Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.   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.  Register to attend GrowCon and 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

Can the accounting profession grow with fewer people? Blake Oliver and David Leary unpack how AI is reshaping firms, from PwC Australia's staffing cuts and rising partner pay to new questions about performance metrics, CPA pathways, and the future of CAS. They also cover the IRS's tax season recap, tariff refunds, Deloitte's fake AI citations, and why firms need better ways to measure value in an AI-driven world.SponsorsDigits - http://accountingpodcast.promo/digitsCloud Accountant Staffing - http://accountingpodcast.promo/casOnPay - http://accountingpodcast.promo/onpayWurthy - http://accountingpodcast.promo/wurthyChapters(00:00) - Show kickoff and tax season (01:05) - Sponsor Digits AI bookkeeping (02:45) - IRS CEO tax season recap (06:18) - Direct File and enforcement debate (07:54) - Tariff refund portal CAPE (09:54) - IRS CI pulled to ICE then back (11:49) - CAS growth engine for firms (15:12) - New firm metrics beyond hours (24:02) - AI ROI metrics survey (25:30) - Sponsor Cloud Staffing and OnPay (29:45) - Rethinking Course Requirements (31:44) - States Drop 150 Hours (33:16) - Experience Sign Off Hurdles (33:59) - Geopolitical Risk Survey (35:25) - Deloitte Fake Citations (38:46) - Big Four Cuts and Pay (41:51) - Worthy Sponsor Break (43:23) - ARR Metric Trouble (48:37) - Shorter Contracts Shift (49:49) - Ilhan Omar Filing Error (53:18) - Wrap Up and Free CPE  Show NotesIRS CEO Touts Successful Tax Season Despite Cutbackshttps://www.accountingtoday.com/news/irs-ceo-touts-successful-tax-season-despite-cutbacksThe CAPE Tariff Refund System Is Here — Are You Ready?https://globaltrainingcenter.com/the-cape-tariff-refund-system-is-here-is-your-global-trade-team-ready/IRS Shakes Up Leadership Ahead of Tax Seasonhttps://www.accountingtoday.com/news/irs-shakes-up-leadership-ahead-of-tax-seasonLooking to Grow Like a Top 100 Firm? Try CAShttps://www.accountingtoday.com/news/looking-to-grow-like-a-top-100-firm-try-casAccounting Firms Need New Metrics for an Old Modelhttps://www.accountingtoday.com/opinion/accounting-firms-need-new-metrics-for-an-old-modelOnly 18% of Organizations Track AI ROIhttps://www.accountingtoday.com/news/only-18-of-organizations-track-ai-roiCPA Licensing Laws Are Constraining Accounting Firms in the AI Erahttps://news.bloombergtax.com/tax-insights-and-commentary/accounting-firms-schools-must-craft-next-generations-futureMaryland Approves CPA Licensure Pathways Billhttps://www.accountingtoday.com/news/maryland-approves-cpa-licensure-pathways-billNevada Implements CPA Licensure Changeshttps://www.accountingtoday.com/news/nevada-implements-cpa-licensure-changesAccountants Worried About War in Iranhttps://www.accountingtoday.com/news/accountants-worried-about-war-in-iranAccounting Watchdog to Investigate Deloitte Over Fake Citations in $1.6M Healthcare Reporthttps://theindependent.ca/news/lji/accounting-watchdog-to-investigate-deloitte-over-fake-citations-in-1-6-million-healthcare-report/PwC Australia Profit Drops, But Fewer Partners Split the Pothttps://news.bloombergtax.com/daily-tax-report-international/pwc-australia-profit-drops-but-fewer-partners-split-the-potDeloitte US to Cut Benefits for Segment of Employees Amid Job Architecture Reshufflehttps://www.hr-brew.com/stories/2026/04/20/deloitte-us-to-cut-benefits-for-segment-of-employees-amid-job-architecture-reshuffleWhat Is ARR? Behind the Least-Trusted Metric of the AI Erahttps://www.bloomberg.com/news/articles/2026-04-07/what-is-arr-behind-the-least-trusted-metric-of-the-ai-eraAI Tools Are Upending Typical Software Contractshttps://www.bloomberg.com/news/newsletters/2026-03-25/ai-tools-are-upending-typical-software-contractsRep. Ilhan Omar Cites Accounting Error in $30 Million Financial Disclosurehttps://www.washingtontimes.com/news/2026/apr/18/rep-ilhan-omar-cites-accounting-error-30-million-financial-disclosure/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 Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? 

Accountants_Check_the_Books_with_Gary_Moore

Accounting has a tech problem, and it is not what most people think. In this conversation, Cos Nicolaescu, Co-founder and CEO at Accrual, breaks down why accounting has lagged behind, where AI can actually create leverage, and why the future of the profession is likely more human, not less. This episode gets into the real constraints inside accounting workflows, the difference between deterministic work and judgment based work, and why trust, context, and client knowledge still matter more than most AI narratives admit.What stands out• Accounting has not been slow to adopt tech because accountants resist change. A big reason is that the tools have often been weak, fragmented, and not worth the workflow overhead.• AI can handle more of the mechanical and backward looking work, but the highest value still sits in judgment, context, and forward looking decisions.• In accounting, knowing the tax code is not enough. The hard part is knowing the client, their history, their complexity, and the tradeoffs that shape future outcomes.• The profession is still deeply supply constrained. Firms are understaffed, demand is growing, and better tooling may help accountants do more meaningful work instead of simply shrinking headcount.• Junior talent may benefit more than people expect. As tools improve, newer professionals could ramp faster, though trust and client relationships will still take time to build.Timestamped highlights00:39 What Accrual is building, and why accounting workflows are a major opportunity for AI01:47 Why accounting is more tech conservative than people assume, and why bad software is a big part of the story04:11 The three buckets of accounting work, standardization, firm level process, and personal preference07:29 Where AI fits best in accounting, flexible interfaces, document understanding, and smarter workflow support12:14 The key difference between software engineering automation and accounting automation16:36 Will AI reduce the need for accountants, or make the profession more productive and more valuableA line worth remembering“I would want to see people who spend a lot of time getting CPA degrees and training for decades spending most of their time, not just inputting data from one field to another.”Pro tips• If you are building AI for a regulated or detail heavy workflow, start with where accuracy matters most and do not confuse automation with value• If you work in professional services, context is the moat. The more client history and situational knowledge you can capture, the stronger your systems become• If you are early in your career, tool fluency can compress the learning curve, but trust still has to be earnedStay connectedIf this episode gave you a new lens on AI, accounting, and the future of expertise, follow the show, subscribe for more conversations like this, and share it with someone building at the intersection of software, operations, and professional services.

Welcome to another episode of Building the Premier Accounting Firm. Today, Roger Knecht and Duane Deason, a seasoned CPA and cost management expert, discuss how accounting firms can provide invaluable cost management services to their clients. This episode explores strategies for optimizing business efficiency, increasing profitability, and leveraging financial data for sustained growth, moving beyond traditional accounting into an advisory role. In This Episode: 00:00 Introduction to Cost Management 02:54 Cost Management for Accountants 06:14 Rethinking Cost Management Strategies 09:29 Infrastructure, Process, and Culture 14:26 Cost Cutting and Growth Potential 18:22 AI in Cost Management 24:29 Offering Cost Management Services 33:47 Building a Premier Accounting Firm 36:10 Conclusion and Resources Key Takeaways: Prioritize operational efficiency and process improvements before considering headcount reductions to avoid a "death spiral." Utilize existing financial expertise to offer cost management and advisory services, turning financial challenges into growth opportunities. Implement structured approaches to cost analysis, starting with spending patterns, then addressing organizational culture and infrastructure. Explore alternative billing models like a percentage of savings or hourly rates for cost management engagements, ensuring a strong return on investment for clients. Integrate AI strategically into business operations to enhance productivity and optimize cost structures, rather than blindly adopting new technologies. Story Preview Join Roger Knecht and Duane Deason as they share how a seemingly clumsy college decision led to a rewarding career in cost management, transforming struggling companies into profitable, nimble powerhouses. Discover how this expert helps businesses find hidden savings and foster a culture of efficiency, ensuring lasting success. Featured Quotes: "A leaner company, a more efficient company produces better results. So it's I, you can't, like an athlete, if you're bloated and overweight and heavy, you can't perform as well as when you're lean and efficient." — Duane Deason "Cutting costs should not mean the death spiral of the business… Rather, cutting costs should free up the funds needed to actually put towards what are those revenue-producing activities." — Roger Knecht "If you can help a client improve their financial position, you have made a client for life." — Duane Deason Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Get a copy of his book Operationally Svelte: https://efficacygroup.com/company-efficiency-book/   Are you ready for a change, both personally and professionally?  Then accept and participate in the Accountrepreneurs Challenge.  This is a FREE opportunity to apply best practices and make this the best year yet in your career.   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This conference is one you don't want to miss.   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 (CAS - Client 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. Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.     Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.   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.  Register to attend GrowCon and 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, I share a practical and grounded introduction to the Second Brain concept, tailored specifically for accountants and bookkeepers. Originally delivered at the Sydney Accounting and Business Expo, this session explores how to better capture, organise and leverage the constant stream of information we face every day. If you are feeling overloaded, context switching constantly, or struggling to retrieve your best ideas when you need them, this conversation will resonate. The Second Brain concept popularised by Tiago Forte and why it matters for accounting professionals The CODE framework: Capture, Organise, Distil, Express Practical tools including Obsidian, Google Keep, Evernote and voice memos Using platforms like LinkedIn and newsletters as part of your knowledge system How a trusted external system reduces decision fatigue and creates space for strategy, creativity and better advisory A Second Brain is not about adding complexity. It is about creating a reliable system that supports your professional thinking. When you trust where your knowledge lives, you free up energy to serve clients, think strategically, and innovate with confidence. Book  Building a Second Brain by Tiago Forte Apps & Tools Mentioned Obsidian – https://obsidian.md Google Keep – https://keep.google.com Evernote – https://evernote.com Otter.ai – https://otter.ai LinkedIn – https://www.linkedin.com ChatGPT – https://chat.openai.com Episode resources and links: Accounting & Business Expo : https://www.terrapinn.com/exhibition/accounting-business-expo/index.stm    If this episode helped you, the best way to support the show is to leave a review somewhere as it helps more people find us. And if you want to continue the conversation, come find me Heather Smith | Accountant and Storyteller on:   LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/  Accounting Apps newsletter: http://accountingapps.io/  Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind  YouTube Channel: https://www.youtube.com/ANISEConsulting  X: https://twitter.com/HeatherSmithAU

Send us Fan MailStop letting your calendar run your life! In this episode, Serena dives into the brand-new Dubsado 3.0 (Beta) to show you how to protect your time and professionalize your client onboarding. Whether you're a bookkeeper, accountant, or small business owner, learning how to automate the "back-and-forth" of scheduling is the fastest way to reclaim your sanity.In this episode, you'll learn:The Power of the Scheduler: How to use the new 3.0 interface to set up custom meeting types with automatic Zoom or Google Meet links.Protecting Your Energy: Using buffer times and booking maximums so you never feel "back-to-back" again.Qualifying Leads: How to attach intake questionnaires to your booking link to ensure you have all the info you need before the call starts.Paid Discovery Calls: A simple trick to prevent "ghosting" and ensure potential clients are serious about working with you.The "New Client Guide" Strategy: Why redirecting clients to a custom thank-you page or Canva guide after they book can set the stage for a premium experience.Resources Mentioned:Dubsado* dubsado.com/?c=shoupcpaWatch the Full Tutorial: See the new 3.0 interface in action over at youtube.com/@ambitiousbookkeeper.Dubsado Decoded: Our signature course co-created with Dubsado Specialist Kendra Courtney. Get your firm's proposals, contracts, and workflows set up correctly the first time. dubsadodecoded.comFree Audio Series: Want more tips on streamlining your bookkeeping business? Listen to our free series here: ambitiousbookkeeper.com/ddpodcastDubsado Decoded for Bookkeepers & Accountants: dubsadodecoded.com*Affiliate linkJoin the next free training >

The WIP Morning Show wraps up with your voicemails on the Times Yours line.

This special panel episode, recorded live at Accounting Business Expo, explores AI tools that are genuinely useful right now for accounting firms. With perspectives from firm owners and a software vendor, the discussion covers practical implementation, guardrails, and real-world results. Chris Wheatley, Kylie Baxter, and Tim Garth share how AI fits into their tech stacks Liam Hindle shares MYOB's vendor perspective, including how AI is automating BAS preparation and removing the “work around the work” so accountants can focus on higher-value advice. Meeting transcription tools like Otter, Fireflies and Copilot are becoming essential Workflow automation using tools like n8n and ClickUp is reducing admin time AI agents, sentiment analysis and BAS automation are emerging opportunities Guardrails matter: paid accounts, privacy settings, and compliance boundaries are critical The conversation reinforces that AI is not about hype. It is about removing grunt work so accountants can focus on strategic client advice and better outcomes. Apps & Tools Mentioned: Otter – https://otter.ai Fireflies – https://fireflies.ai Microsoft Copilot – https://copilot.microsoft.com Practice Ignition – https://www.practiceignition.com Ignition – https://www.ignitionapp.com Practice Protect – https://practiceprotect.com Change GPS – https://www.changegps.com Dext – https://dext.com MYOB AE – https://www.myob.com/au/products/practice-solutions/accountants-enterprise AccountKit – https://www.accountkit.com.au Xero XPM – https://www.xero.com/au/practice-manager BGL – https://www.bglcorp.com BGL Infinity – https://www.bglcorp.com/infinity Annature – https://annature.com.au Seamless – https://www.seamless.com.au Content Snare – https://contentsnare.com Law Cyborg – https://lawcyborg.ai n8n – https://n8n.io ClickUp – https://clickup.com Claude – https://claude.ai Cursor – https://cursor.sh Glean – https://www.glean.com Abby – https://www.abby.com.au OMBLE – https://www.omble.com.au Planful AI – https://www.planful.ai MYOB AI BAS – https://www.myob.com Twine Apps – https://twineapps.com.au Twine Biller – https://twineapps.com.au Xero – https://www.xero.com Intuit – https://www.intuit.com Employment Hero – https://employmenthero.com Episode resources and links: Chris Wheatley, Director, Scope Accounting : https://www.linkedin.com/in/chris-wheatley-fca-29398533/  Scope Accounting : https://www.scopeaccounting.com.au/  Small Business Accountants & Advisers Brain Trust, Australia FaceBook Group https://www.facebook.com/groups/977122739056681    Kyelie Baxter, Managing Director, IQ Accountants https://www.linkedin.com/in/kyelie-baxter-fcpa-43224334/ https://iqaccountants.com.au/   Tim Garth, Podcountant, Director and Co-host of the Two Drunk Accountants Podcast, CATS Accountants https://www.linkedin.com/in/tim-garth-11721370/  CATS Accountants : https://catax.com.au/  Two drunk Accountants : https://twodrunkaccountants.com.au/    Liam Hindle, General Manager - Product, MYOB https://www.linkedin.com/in/liamhindle/  https://www.myob.com/au    Accounting & Business Expo : https://www.terrapinn.com/exhibition/accounting-business-expo/index.stm    If this episode helped you, the best way to support the show is to leave a review somewhere as it helps more people find us. And if you want to continue the conversation, come find me Heather Smith | Accountant and Storyteller on:   LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/  Accounting Apps newsletter: http://accountingapps.io/  Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind  YouTube Channel: https://www.youtube.com/ANISEConsulting  X: https://twitter.com/HeatherSmithAU

Accountants in the past have suffered from information overload from the vast amounts of financial information collected from clients, but AI is now allowing them to interpret this data into simple, meaningful insights.  Leaders in Business managing director Brent Szalay and My Accounts CEO Noel Tiufino discuss what this means for the role of advisory as large language models continue to evolve at an exponential rate.  Szalay explains that just like a doctor with decades of patient records, AI is enabling accountants to efficiently identify patterns and potential risks from the financial data of clients "before they become chronic issues".  However, while AI can analyse the data and provide insights, Szalay stressed that accountants play an important role in bridging the emotional gap by understanding their clients' goals and values and supporting them in their journey. Tiufino and Szalay also offer practical tips and tools including an adviser readiness quiz that can help practitioners evaluate where they may be falling short.

Are you making the most of ChatGPT—or just scratching the surface?  Discover the latest updates, hidden features, and powerful tools that accountants and bookkeepers need to know right now.  From mobile apps and plugins to advanced data analysis and custom instructions—we break down what actually matters.  Learn how to save hours, automate content, and collaborate more effectively with your team.  Plus, find out why prompt engineering could be one of the most valuable skills you ever learn.  Shortcuts, extensions, enterprise updates… it's all changing fast. Don't get left behind. The latest episode of the Value Pricing Podcast is now available: Top 10 Essential ChatGPT features for Accountants and Bookkeepers In today's episode you will learn: The most powerful new ChatGPT features for accountants How plugins and extensions can supercharge your workflow Why GPT-4 is a game changer for better results How advanced data analysis transforms spreadsheet insights The importance of prompt engineering for high-quality outputs How custom instructions improve consistency and save time Don't miss out on these powerful ChatGPT features that could save you hours and transform the way you work. Listen now! 

Welcome to another episode of Building the Premier Accounting Firm with Roger Knecht. In today's episode, Roger discusses the critical role of ethics in accounting and business with Arun Kumar, founder of Ultim Quest Knowledge. They explore how ethical practices contribute to long-term success and prevent financial pitfalls, offering insights for accounting professionals, bookkeepers, and tax preparers building premier accounting firms. In This Episode: 00:00 The Importance of Ethics in Accounting 04:43 Defining Ethics in Accounting 11:12 Rationalizing Dishonesty and the Slippery Slope 19:56 Consequences of Ethical Lapses and Fraud 32:02 Warning Signs and Incentives for Unethical Behavior 39:17 Closing Thoughts and Resources Key Takeaways: Build a strong ethical foundation for lasting business success and reputation. Understand the broader impact of accounting ethics on the economy and public trust. Identify red flags and management pressures that compromise ethical behavior. Shift compensation models to non-financial metrics to promote integrity. Address errors and potential fraud promptly to avoid escalating issues. Featured Quotes: "The people who are succeeding in the long term… have a very strong ethical foundation." — Arun Kumar "Our role as CPAs and accountants is to protect the public interest." — Arun Kumar "The most dangerous person that you could hire is an unethical accountant." — Arun Kumar Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: I have created a few freebies that your audience might be interested in. The Smarter Accountant Quiz can be found at https://thesmarteraccountant.com/ The Smarter Accountant's Cheat Sheet For Better Time Management can be found at https://thesmarteraccountant.com/cheat-sheet/ The article I wrote and published on dealing with Cancer - "Cancer is a C - The Tool That's Helping Me Deal With My Cancer Diagnosis and Treatment" can be found at https://thesmarteraccountant.com/cancer/ 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

Support for this episode comes from BILL. Simplify your workflows and accelerate your growth with BILL's accountant console. Take a demo today at BILL.com/UniqueCPA for a $250 gift card – terms apply. Cosmin Nicolaescu spent years at Stripe and Brex building the financial infrastructure that millions of businesses depend on. Now he's turned that experience toward a different problem: Why are accounting firms still operating like it's 1995? As CEO and co-founder of Accrual, Cosmin is building an AI platform designed to take the mechanical burden off CPAs and give them back time for the work that actually requires their judgment. Episode 258 marks part one of a two-part conversation on The Unique CPA where he talks with Randy about what drew him to the accounting profession specifically, how watching finance teams operate strategically at Stripe and Brex shaped his thinking, and what it looks like in practice when a firm cuts a 100-hour tax return down to 15.  Get the full show notes and more resources at RandyCrabtree.com

Is AI actually making our kids smarter, or just better at cheating? In this episode of the BRAVE Southeast Asia Tech Podcast, Jeremy Au sits down with Adam (Huh Dam), co-founder of Stick ‘Em, a Singapore-based startup bringing affordable STEAM education to the world. From being rejected by his primary school robotics club to winning a $1 million prize in London, Adam shares his "rebel" journey through the Singapore education system (ACS Independent) and his mission to bridge the digital divide. We dive deep into the "disastrous" impact of increased screen time, the ethics of AI in homework, and why learning how to think is more important than ever in the age of autonomous agents. Discover: Why traditional EdTech might be "useless" for actual learning outcomes. The $1M journey: How two student founders from Singapore beat the world's best. How to scale a hardware-software startup across Southeast Asia. 00:00 – The Disaster of AI in Schools 01:32 – Meet Adam Huh Dam: The $1M Prize Winner 02:20 – Building a Mars Rover at Age 6 03:22 – Rejected! The Traumatic Entry into Robotics 04:31 – The "Rebel" Years: Finding Character in ACSI 05:40 – Student-Led Learning vs. Corporate Teaching 07:22 – Competing on the Global Stage (Vex Robotics) 08:51 – Meeting Co-founder Kai: The Creative & The Strategist 10:33 – Why EdTech? Choosing Impact Over Boston Dynamics 12:22 – The Reality of Building a Social Enterprise 14:18 – Scaling STEAM Education Across Borders 15:50 – Winning the $1M Prize: Authenticity Over Perfection 20:05 – Why Modern EdTech is Failing Students 23:33 – The "Brain Dead" Era: AI and the Death of Homework 27:39 – Will AI Replace Lawyers, Accountants, and Coders? 30:05 – Being Brave: The Lunch That Changed Everything 32:20 – Closing Thoughts: The Future is Human Watch, listen or read the full insight at https://www.bravesea.com/blog/adam-stickem-steam-education  Get transcripts, startup resources & community discussions at https://www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter X : https://x.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts #Singapore #EdTech #Startup #Podcast #southeastasia #techpodcast

Will AI actually take accountants' jobs—or just change what their work looks like? Blake and David unpack the gap between AI hype and reality, from a LinkedIn challenge that found zero accountants replaced by AI to how firms like PwC and EY are shifting strategy. They also explore probabilistic audit opinions, AI agents in accounting workflows, and what professionals can do now to stay ahead.SponsorsOnPay - http://accountingpodcast.promo/onpayUNC - http://accountingpodcast.promo/uncChapters(00:00) - TAP 479 (02:27) - Auditor Karaoke Protest (03:58) - Baby Where My Audit (07:14) - Reactions and Afroman (10:19) - Probabilistic Audit Opinions (14:57) - BDO Lawsuit and Liability (18:52) - Super Micro Fraud Signals (24:19) - Deterministic AI Checklists (30:16) - Checklist Driven AI Agents (31:28) - How LLMs Differ From Brains (33:00) - Puzzle Functions And Guardrails (36:06) - Prompting For Clarifying Questions (36:48) - UNC MAcc Sponsor Break (38:30) - PwC Goes AI First (41:46) - EY Bets On CPA Talent (43:27) - AI Exposure Index Reality Check (47:40) - Will Accounting Jobs Disappear (50:23) - Coan Paradox And Rising Standards (52:43) - AI As A Career Upskill (55:20) - Who Is Losing Work To AI (56:23) - Livestream Chat And Wrap Up  Show NotesMassachusetts Auditor DiZoglio Performs "Baby Where the Hell Is My Audit" Parodyhttps://www.bostonglobe.com/2025/04/16/metro/diana-dizoglio-auditor-legislature-audit-democrats/ Afroman Wins Defamation Lawsuit Filed by Ohio Police Officershttps://www.cbsnews.com/news/afroman-wins-lawsuit-ohio-police-raid-music-videos/ Would You Take a Probabilistic Audit Opinion?https://www.accountingtoday.com/opinion/would-you-take-a-probabilistic-audit-opinion BDO Faces Investor Lawsuit That Could Impact Other Firmshttps://www.accountingtoday.com/news/bdo-faces-investor-lawsuit-that-could-impact-other-firms Super Micro Computer Co-Founder Charged With Smuggling Nvidia AI Chips to Chinahttps://www.cnn.com/2026/03/19/politics/super-micro-computer-founder-charged-ai-chips-china Puzzle Launches AI Close for Accountants https://puzzle.io/blog/puzzle-accounting-ai PwC CEO: You Cannot Opt Out of AIhttps://www.accountingtoday.com/news/pwc-ceo-you-cannot-opt-out-of-ai EY Doubles CPA Exam Bonus to $10K https://www.accountingtoday.com/news/ey-doubles-cpa-exam-bonus-to-10k Anthropic AI Labor Market Impacts Report https://www.anthropic.com/research/labor-market-impacts Microsoft AI Chief Gives It 18 Months for All White-Collar Work to Be Automatedhttps://fortune.com/2026/02/13/when-will-ai-kill-white-collar-office-jobs-18-months-microsoft-mustafa-suleyman/ Only 14% of UK Finance Leaders See Traditional Accounting Skills as Valuable for Next Generationhttps://www.theglobalrecruiter.com/only-14-per-cent-of-finance-leaders-see-traditional-accounting-skills-as-valuable-for-next-generation/ Accounting and Tax Staff Worry AI Threatens Jobshttps://www.accountingtoday.com/news/accounting-and-tax-employees-feel-ai-threatens-job-prospects AI's First Substitution: Freelancers (Ramp Economics Lab) https://ramp.com/velocity/ai-labor-market-impact-freelancers Record Number of Companies Are Ditching Old CEOs for Younger, Less Experienced Executives https://finance.yahoo.com/news/fired-record-number-companies-ditching-152914066.htmlNeed 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 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/Overcast...

Yogi spent 20 years living the nightmare of enterprise accounting. As a senior finance leader at Rubrik, he watched highly paid professionals spend three weeks every month manually wrangling data into spreadsheets—a problem that caused mass burnout and multi-million dollar stock corrections.When ChatGPT launched, Yogi knew the technology was finally ready to solve the problem. In this episode, he breaks down how he left his executive track to found Maxima, how he landed massive enterprises like Scale AI and Rippling as early design partners, and why he managed to raise $41M from top-tier VCs like Kleiner Perkins and Redpoint before he even had a pitch deck.Why You Should ListenHow a 1st-time founder raised an $11M Seed and a $30M Series A in a year.Why replacing accountants with AI is a bigger opportunity than replacing SaaS tools.How to use the "Design Partner Playbook" to secure Fortune 500 customers.Why charging for an MVP creates the friction you actually need to find true PMF.The difference between selling "digital shelves" and selling "folded laundry" in the age of AI.Keywordsstartup podcast, startup podcast for founders, AI in accounting, enterprise SaaS, product market fit, finding pmf, raising seed round, raising series a, B2B sales, design partners00:00:00 Intro00:07:37 Leaving a CFO Track to Become a Founder00:11:52 Raising an $11M Seed Round from Kleiner Perkins00:20:07 The Design Partner Playbook00:22:34 Why You Must Charge Your Early Design Partners00:28:36 The Aha Moment for Product Market Fit00:33:20 Selling "Folded Laundry" Instead of "Digital Shelves"00:36:47 Raising a $30M Series A Pre-EmptivelySend me a message to let me know what you think!

Thank you for joining us for another episode of Building the Premier Accounting Firm. In today's episode, Roger Knecht and guest Nathan Whittacre discuss the ever-evolving landscape of technology, cybersecurity, and AI in the accounting industry. They offer practical advice for accounting professionals on how to navigate digital threats and leverage new technologies for business growth. In This Episode: 00:00 Introduction & Guest Background 01:28 Evolution of Business Technology 05:57 Embracing Technological Change 09:49 Data Security & Compliance 14:45 Evaluating New Technologies 19:03 AI: Misconceptions and Tools 24:29 Leveraging AI in Platforms 27:19 Cybersecurity Threats & Mitigation 36:37 Family Business Dynamics 39:02 Conclusion & Final Thoughts 43:50 Outro & Resources Key Takeaways: Embrace technological change to stay competitive and efficient in your accounting firm. Prioritize data security and compliance with regulations to protect client information from evolving cyber threats. Evaluate new technologies based on their ability to improve internal processes or enhance the client experience, rather than chasing "shiny new objects." Leverage AI integration within existing software platforms to boost efficiency and profitability, understanding that AI is a tool, not a job replacement. Conduct annual reviews of your software vendors to ensure they are investing in current technologies and incorporating AI for future development. Featured Quotes: "If you look at any of the charts of, you know, how change happens with technology, it just is exponentially accelerating." - Nathan Whittacre "The goal is to do more work with less errors with less people." - Nathan Whittacre "People want a personal touch still. They want, you know, that relationship with their professionals that they have." - Nathan Whittacre Behind the Story: Nathan Whittacre recounts starting Stimulus Technologies with his family at just 17, driven by a passion for technology. This early start provided a unique perspective on the evolution of computing from DOS to cloud-based AI. He shares a sobering story of a client firm that lost hundreds of thousands of dollars due to a sophisticated cyber attack, underscoring the constant threat small businesses face. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Connect with Nathan on LinkedIn and get a copy of his book, "The CEO's Digital Survival Guide". www.StimulusTech.com https://www.linkedin.com/in/nathanwhittacre/    Are you ready for a change, both personally and professionally?  Then accept and participate in the Accountrepreneurs Challenge.  This is a FREE opportunity to apply best practices and make this the best year yet in your career.   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This conference is one you don't want to miss.   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 (CAS - Client 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. Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.     Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.   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.  Register to attend GrowCon and 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

Whether you're curious about your own rights when talking to a lawyer or you're just fascinated by what happens behind the legal curtain, this episode offers clarity, expert perspective, and a few laughs along the way.Steve Palmer is joined by Troy as they take another deep dive into the realities of the attorney-client relationship—specifically, the complexities and critical importance of attorney-client privilege.Kicking things off with a real client question, Steve Palmer unpacks the layers of confidentiality that protect not only current clients, but prospective ones as well—even if those conversations happen long before anyone signs a formal agreement.From practical war stories to classic law school hypotheticals, Steve Palmer and Troy explore what counts as privileged communication, why this standard is so much stricter than in other professions like accounting, and what actually happens when privilege gets breached.You'll also hear how attorneys handle client confessions, unexpected ethical challenges, and those late-night calls for help, along with smart strategies for navigating these tricky waters.3 Key Takeaways:Privilege starts before you're a client: Communications with a lawyer—even as a prospective client—are protected by attorney-client privilege. You don't need a signed agreement for your discussions to remain confidential.Accountants aren't so lucky: Unlike lawyers, accountants and most other professionals don't have the same privilege protections. Information you share with your accountant can be forced into the open.There are limits and exceptions: While lawyers must protect client confidences, some rare exceptions exist (think imminent harm). Still, violating privilege usually leads to discipline for the lawyer, not an escape route for the client.Got a question you want answered on the podcast? Call 614-859-2119 and leave us a voicemail. Steve will answer your question on the next podcast!Submit your questions to www.lawyertalkpodcast.com.Recorded at Channel 511.Stephen E. Palmer, Esq. has been practicing criminal defense almost exclusively since 1995. He has represented people in federal, state, and local courts in Ohio and elsewhere.Though he focuses on all areas of criminal defense, he particularly enjoys complex cases in state and federal courts.He has unique experience handling and assembling top defense teams of attorneys and experts in cases involving allegations of child abuse (false sexual allegations, false physical abuse allegations), complex scientific cases involving allegations of DUI and vehicular homicide cases with blood alcohol tests, and any other criminal cases that demand jury trial experience.Steve has unique experience handling numerous high-publicity cases that have garnered national attention.For more information about Steve and his law firm, visit Palmer Legal Defense. Copyright 2026 Stephen E. Palmer - Attorney At LawMentioned in this episode:Circle 270 Media Podcast ConsultantsCircle 270 Media® is a podcast consulting firm based in Columbus, Ohio, specializing in helping businesses develop, launch, and optimize podcasts as part of their marketing strategy. The firm emphasizes the importance of storytelling through podcasting to differentiate businesses and engage with their audiences effectively. www.circle270media.com

Emily Feinstone is an accounting manager at Eventus Advisory Group and unusually tech-forward in how she works. Emily spends her days building better processes, automating repetitive finance workflows, and making high volume operational data usable. And instead of opting for a  traditional CPA first route after 20 years of experience, she is pursuing a degree in data science: “ I want to be the one that teaches the AI and not the one that is replaced by AI. I want to be the one that knows how to use it the best to my advantage.” Emily also talks about accounting vs FP&A: You don't even see overhead. It's allocated…but you don't know that it took me two, two and a half hours to prepare that entry and another two hours to key it in.” In this episode:  Blurring of lines between data analysts and accountants  The future of the accounting profession in an AI era  Transforming an Excel based invoice and commission process  Keeping raceability and controls + automation  Why I wont trust AI to do my accounting journal entries 

If your business is built on your thinking, your insight, and your ability to diagnose problems, giving strategy away for free is not generosity. It's a broken revenue model. Too many consultants, advisors, and service-based professionals fall into the same pattern. We jump on call after call, answer “quick questions,” and unpack strategy before someone has made any real commitment. It feels productive in the moment. But the reality is different. Time gets drained. Energy disappears. Proposals get ghosted. And while we're entertaining window shoppers, the people who are actually ready to invest are waiting. In this episode, we break down the mindset shift many consultants need to make: clarity itself has value. Diagnosing problems, identifying direction, and helping someone understand what to do next is real work. Lawyers charge for advice. Doctors charge for diagnosis. Accountants charge for insight. Strategists, marketers, and consultants should too. In addition, let's unpack the larger reality happening across modern marketing and business. Why many companies misuse paid advertising, why marketing cannot fix weak products, and why the explosion of AI-driven content makes authentic positioning and human connection more important than ever. If you're a consultant, strategist, coach, or service-based entrepreneur who feels stuck chasing conversations that never convert, this episode will challenge how you think about value, boundaries, and how you position your expertise in the market. Key Topics Covered: Why letting people “pick your brain” for free undermines your business The hidden revenue cost of endless discovery calls Why chasing vanity metrics and pipeline volume can hurt real growth The difference between window shoppers and serious buyers Why clarity, diagnosis, and strategy are valuable services How consultants accidentally train clients to expect free expertise Why marketing cannot fix weak products or poor positioning When paid advertising actually works and when it doesn't Why human creativity and connection still matter in an AI-driven market How boundaries and positioning increase both revenue and respect Beyond The Episode Gems: Buy My Book, Strategize Up: The Blueprint To Scale Your Business: StrategizeUpBook.com Discover All Podcasts On The HubSpot Podcast Network Get Free HubSpot Marketing Tools To Help You Grow Your Business Grow Your Business Faster Using HubSpot's CRM Platform Support The Podcast & Connect With Troy:  Rate & Review iDigress: iDigress.fm/Reviews Follow Troy's Socials @FindTroy: LinkedIn, Instagram, Threads, TikTok Subscribe to Troy's YouTube Channel For Strategy Videos & See Masterclass Episodes Need Growth Strategy, A Keynote Speaker, Or Want To Sponsor The Podcast? Go To FindTroy.com

What do tariffs, war, AI agents, and a collapsed accounting startup have in common? This week, Blake and David connect the dots between rising economic pressure and rapid tech change. They break down the lopsided cost of drone warfare, small businesses getting crushed by tariffs, AI tools handling tax and bookkeeping tasks, and new details on Botkeeper's collapse. You'll hear what these shifts could mean for accountants, firms, and the future of the profession.SponsorsUNC - http://accountingpodcast.promo/uncOnPay - http://accountingpodcast.promo/onpayCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(01:27) - Sponsor Break UNC (02:46) - War Costs and Drones (08:58) - GPT 5.4 for Accountants (11:13) - AI Agent Files City Tax (15:23) - Claude Skill for Tax Prep (17:11) - Sponsor Break OnPay (18:55) - Gemini Makes Theme Music (22:33) - Uber CEO AI Clone (24:22) - Botkeeper Collapse Follow Up (31:13) - QuickBooks Integration Doubts (31:53) - Cloud Accountant Staffing Spot (32:59) - KPMG Earnings Leak Theory (37:23) - Zapier AI Guardrails (39:43) - 401k Hardship Withdrawals Rise (43:02) - Tariff Refunds and AI Lawsuits (46:27) - Trump v Trump IRS Lawsuit (48:43) - IRS Union Contract Termination (50:01) - Direct File Act Returns (51:56) - Meta 16B Tax Fight (54:33) - Trump Accounts Auto Enrollment (56:13) - Accounting Degrees Loan Limits (57:39) - CPE App and Sign Off  Show NotesIran's Drones Cost a Fraction of the U.S. Weapons Shooting Them Down https://www.nytimes.com/2026/03/04/business/iran-drones-us-weapons-cost.html Introducing GPT-5.4 https://openai.com/index/introducing-gpt-5-4/ Breaking Up with TurboTax: How I Used Claude to File My Taxes for Free https://kachess.dev/taxes/ai/personal-finance/2026/02/27/breaking-up-with-turbotax.html Show HN: Claude Skill to Do Your Taxes https://news.ycombinator.com/item?id=47277164 Enrico Palmerino Explains Botkeeper's Fall https://www.accountingtoday.com/news/enrico-palmerino-explains-botkeepers-fall Uber CEO Dara Khosrowshahi Has an AI Clone https://www.fastcompany.com/91500087/uber-ceo-dara-khosrowshahi-has-an-ai-clone KPMG-Audited Companies Are Trading Strangely on Polymarket https://eventwaves.substack.com/p/kpmg-audited-companies-are-trading Zapier Updates: AI Guardrails & Governance Controls https://zapier.com/blog/february-2026-product-updates/ Record Numbers of Workers Are Raiding Their 401(k) Savings https://www.wsj.com/personal-finance/retirement/401k-hardship-withdrawals-record-vanguard-2025 For Some Small Businesses, a Tariff Refund Isn't Worth the Pain of Pursuing It https://finance.yahoo.com/news/small-businesses-tariff-refund-isnt-worth-pain-pursuing-it.html Trump's IRS Lawsuit Offers Lessons on Privacy and Legal Process https://news.bloombergtax.com/tax-insights-and-commentary/trumps-irs-lawsuit-offers-lessons-on-privacy-and-legal-process Democrats Unveil Bill to Resurrect Direct File https://www.accountingtoday.com/news/democrats-unveil-bill-to-resurrect-direct-file I.R.S. Tactics Against Meta Open a New Front in the Corporate Tax Fight https://www.nytimes.com/2026/02/24/business/irs-meta-tax-ireland.html IRS Should Open Trump Accounts for Eligible Children Automatically, AICPA Says https://www.journalofaccountancy.com/news/2026/feb/irs-should-open-trump-accounts-for-eligible-children-automatically-aicpa-says/ NASBA Urges U.S. Department of Education to Restore "Professional" Status for Accounting Degreeshttps://nasba.org/blog/2026/03/05/status-for-accounting-degrees/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 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/merch

One of the biggest reasons many entrepreneurs struggle to scale their businesses is that they focus on attracting more clients by casting a wide net and pouring money into marketing that doesn't generate and convert enough leads.But everything changed when today's guest did the opposite by narrowing his focus, niching down, which ultimately skyrocketed business growth and positioned his company for a huge exit.Andrew Lassise is the founder of Tech for Accountants, a cybersecurity and IT company built exclusively for accounting firms. After initially struggling to sell his company, Andrew rebuilt it with tighter systems, sharper positioning, and a deliberate niche strategy. The result? A sale at a 10x multiple of projected EBITDA, more than double the industry norm.In this conversation, Andrew shares how sobriety became a competitive advantage and why systematizing your business is the key to turning it into a sellable asset. We also discussed how to leverage AI and automation to scale your business without burning out.In this episode, you'll learn: ✅ How niching down skyrockets Andrew's business growth and created market dominance in a crowded industry.✅ Why AI isn't a silver bullet and how to use it to create real leverage and buy your time back.✅ The mindset shifts from being the operator to building a business that scales sustainably towards a successful exit.Show Notes: LifestyleInvestor.com/280Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

If you've ever thought, “What's the worst that could happen?” — today's episode of The Rizzuto Show answers that with: a Lego and a 75-inch QLED.We kick things off with a listener email that spirals faster than a toddler with building blocks. A military family makes new friends. Their kid launches a Lego. The Lego meets TV. The TV loses. Suddenly it's a $1,200 moral dilemma involving Amazon orders, Facebook Marketplace dreams, and whether you're entitled to the “damaged goods” after offering to replace it. Is it doing the right thing… or financing someone else's home upgrade? We debate it like the totally qualified life coaches we are. Spoiler: don't bring your kids anywhere. Ever.Then we dive headfirst into the latest dating insanity lighting up TikTok: Alpine Divorce — where someone literally leaves their partner stranded on a hike. Yes, this is apparently a thing. Yes, we're concerned. And yes, King Scott briefly considers whether he would've tried this in a past relationship. From narcissistic punishment hikes to ghostlighting (ghosting + gaslighting = modern romance), this comedy podcast unpacks the absolute circus that is dating in 2026.And because love clearly needed one more hit, divorce lawyers of Reddit reveal the pettiest reasons people filed for divorce. We're talking:• Asking how someone takes their coffee for seven years• Smacking lips while eating• $42,000 spent on psychic hotlines• Monitoring toilet paper usage like it's a federal auditSomewhere in here we accidentally hold a memorial for Ms. Cleo, question which professions cheat the most (uniforms… looking at you), and discover that apparently pharmacists are the gold standard of loyalty. Farmers too. Accountants are out here winning quietly.It's messy. It's chaotic. It's oddly therapeutic. It's exactly what a daily comedy podcast should be — friends arguing about nonsense while occasionally stumbling into real-life wisdom.If you came for thoughtful relationship guidance… lower your expectations immediately.If you came for laughs, weird news, and St. Louis morning show chaos — welcome home.This is The Rizzuto Show — your favorite daily comedy podcast where we solve nothing but talk about everything.Follow The Rizzuto Show → linktr.ee/rizzshow for more from your favorite daily comedy show.Connect with The Rizzuto Show Comedy Podcast online → 1057thepoint.com/RizzShow.Hear The Rizz Show daily on the radio at 105.7 The Point | Hubbard Radio in St. Louis, MO.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

SCOTUS just struck down Trump's global tariffs—so who gets the $133B back, and how can firms capture advisory fees helping clients claim refunds? Blake and David unpack importer-of-record refunds, contingency-fee questions, and why “that's pure profit.” Plus: taxpayers' trust in AI tax prep is falling, creators' $205B economy is a prime niche, TurboTax's Uber-to-the-office play, Big Law's $3,400/hour AI squeeze, and Dawn Brolin's nonprofit sending first-timers to conferences you can support.SponsorsDigits - http://accountingpodcast.promo/digitsCloud Accountant Staffing - http://accountingpodcast.promo/casOnPay - http://accountingpodcast.promo/onpayUNC - http://accountingpodcast.promo/uncChapters(00:00) - TAP 476 (02:53) - Who Gets the Tariff Refunds? Importer of Record & Profit Impact (05:28) - Big Opportunity for Accounting Firms: Tariff Refund Advisory & Fees (08:55) - Flashback Clip: We Called the Tariff Ruling Months Ago (12:59) - Sponsors + Trump's Next Move: New Tariff Authority Workarounds (15:04) - Live Q&A: If Tariffs Were Passed to Buyers, Who Gets Paid Back? (16:46) - IRS Update: Average Refunds Up, But Median Still Unknown (18:13) - Taxpayers Trust AI Less for Filing + Creator Economy Tax Niche (22:13) - TurboTax + Uber Rides: The Customer Experience Arms Race (27:12) - Sponsor Break + Business Tax Shift: FASB Country-by-Country Disclosures (30:19) - IRS Still Drowning in Paper: Digitization Goals Missed (31:41) - Gambling Loss Deduction Cut to 90%: Why Break-Even Gamblers Still Owe Tax (32:58) - Skims vs. New Jersey: Sales Tax ‘Technical Error' and the $200K Penalty (34:06) - Big Law's Billable Hour Squeeze: AI Cuts Hours, Partners Jack Up Rates (36:12) - DIY Legal Work with ChatGPT: When a $30 Subscription Replaces a Lawyer (37:51) - Big Tech's AI Data Centers Create a Depreciation Blind Spot for Investors (41:50) - KPMG Partner Fined for Using AI to ‘Cheat' on an AI Exam (43:21) - Congress Targets the Pentagon's Audit Failures: The ‘RECEIPTS Act' (47:52) - Only 2–3 Hours of Deep Work a Day: Meetings, App Overload, and Hybrid Teams (50:17) - Interview: Accounting Cornerstone Foundation Helps First-Timers Attend Conferences (52:09) - How the Foundation Works: Funding, Emotional Support, and Picking Awardees (56:36) - Impact Stories & What's Next: Alumni Mentorship, Fundraising, and Growing the Mission (01:00:16) - Wrap-Up: How to Support + Earn CPE/CE Credits in the Earmark App  Show NotesSupreme Court Rules 6-3 That IEEPA Does Not Authorize the President to Impose Tariffshttps://www.supremecourt.gov/opinions/25pdf/24-1287_4gcj.pdf Supreme Court Strikes Down Most of Trump's Tariffs in a Major Blow to the Presidenthttps://www.nbcnews.com/politics/supreme-court/supreme-court-strikes-trumps-tariffs-major-blow-president-rcna244827 Supreme Court Strikes Down IEEPA Tariffs — What Now?https://www.wilmerhale.com/en/insights/client-alerts/20260220-supreme-court-strikes-down-ieepa-tariffs-what-now IRS Average Refunds Up $200 This Filing Seasonhttps://www.accountingtoday.com/news/taxpayers-hesitant-to-trust-ai-to-prepare-tax-returns Most Taxpayers Trust Tax Pros Over AI for Tax Preparation, Survey Findshttps://www.cpapracticeadvisor.com/2026/02/19/most-taxpayers-trust-tax-pros-over-ai-for-tax-preparation-survey-finds/178412/ Online Creators Worried About Finances and Income Taxes — A Growing Opportunity for Tax and Accounting Proshttps://www.cpapracticeadvisor.com/2026/02/19/online-creators-worried-about-finances-and-income-taxes-a-growing-opportunity-for-tax-accounting-pros/178423/ Intuit TurboTax Delivers the Ultimate "Done-For-You" Tax Experience Powered by AI and Human Intelligence With Uber Rideshttps://investors.intuit.com/news-events/press-releases/detail/1304/intuit-turbotax-delivers-the-ultimate-done-for-you-tax-experience-powered-by-ai-and-human-intelligence-with-uber-rides US Companies Pay More Taxes Abroad Than Herehttps://www.accountingtoday.com/news/us-companies-pay-more-taxes-abroad-than-here IRS Falls Far Short on Paperless Processing Goalhttps://www.accountingtoday.com/news/irs-falls-far-short-on-paperless-processing-goal Will the OBBBA Gambling Deduction Change Be Reversed?https://www.natptax.com/news-insights/blog/will-the-obbba-gambling-deduction-change-be-reversed/ Kim Kardashian's Clothing Company Settles New Jersey Sales Tax Allegationshttps://www.cpapracticeadvisor.com/2026/01/20/kim-kardashians-clothing-company-settles-new-jersey-sales-tax-allegations/176590/ Big Tech Accounting Creates a Blind Spot in the AI Boomhttps://news.futunn.com/en/post/68828373/big-tech-accounting-creates-a-blind-spot-in-the-ai KPMG Partner in Australia Fined Over Using AI to Pass AI Testhttps://www.irishtimes.com/business/2026/02/16/kpmg-partner-in-australia-fined-over-using-ai-to-pass-ai-test/ Lawmakers Seek to Penalize DoD if It Fails to Pass a Clean Audithttps://federalnewsnetwork.com/congress/2026/02/lawmakers-seek-to-penalize-dod-if-it-fails-to-pass-a-clean-audit/ New Hubstaff Research Finds Workers Average Only 2–3 Hours of Focus Time Per Day

In this episode, host Toby Mathis, Esq., speaks with returning guest Chris Streit, a cost segregation expert from CSA Partners, about two frequently overlooked tax strategies that can save real estate investors thousands of dollars: Partial Asset Dispositions (PAD) and Qualified Improvement Property (QIP). They discuss how PAD allows investors to immediately expense the remaining value of replaced building components like roofs, rather than continuing to depreciate both the old and new assets simultaneously. Chris explains how QIP enables investors to leverage 100% bonus depreciation on commercial property improvements made after January 19, 2025, including improvements to short-term rentals. The conversation covers the critical timing of converting long-term rentals to short-term rentals before making improvements, the necessity of cost segregation studies for substantiating these deductions, and real-world applications for various commercial properties including hotels, restaurants, and retail spaces. Toby and Chris also address common concerns about IRS audits and emphasize the importance of working with specialized professionals to maximize these often-missed deductions. Highlights/Topics: (00:00) Understanding partial asset dispositions and roof replacements (07:11) Qualified improvement property explained for commercial assets (11:18) Converting long-term rentals to short-term (18:31) Bonus depreciation timeline and audit concerns Share this with business owners you know Resources:

What happens when AI starts cutting audit bills? Blake and David unpack KPMG's push for a 14% fee cut from Grant Thornton, Botkeeper's shutdown versus Pilot's “AI accountant,” and how agents like Claude are already doing real client work. You'll hear why entry-level roles are vanishing, what tax pros need to know about the IRS's new e-payment push and Tax Pro Account upgrades, plus a fun detour: DJ John Summit's Tax Day album.SponsorsUNC - http://accountingpodcast.promo/uncOnPay - http://accountingpodcast.promo/onpayCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(00:00) - KPMG's AI-Driven Audit Fee Reduction (00:28) - Welcome to the Accounting Podcast (00:53) - Blake's First Time at the Waste Management Open (02:00) - John Summit: From Accountant to DJ Superstar (04:39) - John Summit's Accounting-Themed Album (09:44) - Earmark CPE: Easy CPE Credits for Accountants (12:34) - The Rise and Fall of AI Bookkeeping Startups (24:48) - Pilot's Autonomous AI Accountant (26:50) - Partnering with Accounting Firms (29:59) - AI in Bookkeeping and Accounting (33:33) - Impact of AI on Accounting Jobs (40:27) - Trump's $10 Billion Lawsuit Against the IRS (44:40) - IRS Updates and Tax Pro Accounts (49:53) - KPMG's AI Acquisition (51:14) - Airlines Save Millions with Weight Loss Drugs (52:58) - Conclusion and CPE Information  Show NotesKPMG pressed its auditor to pass on AI cost savings https://www.irishtimes.com/business/2026/02/06/kpmg-pressed-its-auditor-to-pass-on-ai-cost-savings/Botkeeper is Closing Its Doors https://www.cpapracticeadvisor.com/2026/02/09/botkeeper-is-closing-its-doors/177677/Botkeeper shuts down https://www.accountingtoday.com/news/botkeeper-shuts-downAnthropic AI Tool Sparks Selloff From Software to Broader Market https://www.bloomberg.com/news/articles/2026-02-03/legal-software-stocks-plunge-as-anthropic-releases-new-ai-toolAI fears pummel software stocks: Is it 'illogical' panic or a SaaS apocalypse? https://www.cnbc.com/2026/02/06/ai-anthropic-tools-saas-software-stocks-selloff.htmlPilot launches fully autonomous AI bookkeeper https://www.accountingtoday.com/news/pilot-launches-fully-autonomous-ai-bookkeeperPilot Rolls Out Fully Autonomous AI Accountant https://www.cpapracticeadvisor.com/2026/02/04/pilot-rolls-out-fully-autonomous-ai-accountant/177453/Pilot Unveils AI Accountant https://pilot.com/blog/pilot-unveils-ai-accountant-a-major-leap-toward-artificial-general-intelligence-in-accountingStartup Accrual Officially Launches with $75M in Funding to Bring AI-Native Automation to Accountinghttps://www.cpapracticeadvisor.com/2026/02/05/startup-accrual-officially-launches-with-75m-in-funding-to-bring-ai-native-automation-to-accounting/177600/Tax platform Accrual launches with AI automation support for all forms https://www.accountingtoday.com/news/tax-platform-accrual-launches-with-ai-automation-support-for-all-formsAccrual Launches with $75 Million to Bring AI-Native Automation to Accountinghttps://www.businesswire.com/news/home/20260205968515/en/Accrual-Launches-with-$75-Million-to-Bring-AI-Native-Automation-to-AccountingGoldman Sachs leads $75 million funding round for Fieldguide, an AI-native accounting and audit platformhttps://fortune.com/2026/02/02/goldman-sachs-fieldguide-accounting-cpa-ai-software-platform-venture-capital/Fieldguide Raises $75M Series C Round to Boost Audit and Advisory Firms' Agentic AI Capabilitieshttps://www.cpapracticeadvisor.com/2026/02/02/fieldguide-raises-75m-series-c-round-to-boost-audit-and-advisory-firms-agentic-ai-capabilities/177323/Fieldguide Raises $75M Series C from Goldman Sachs to Help Audit and Advisory Firms Grow with Agentic AIhttps://www.globenewswire.com/news-release/2026/02/04/3232133/0/en/Pilot-Unveils-AI-Accountant-A-Major-Leap-Toward-Artificial-General-Intelligence-in-Accounting.htmlTrump, two sons, Trump Org sue IRS, Treasury for $10 billion over tax records leak https://www.cnbc.com/2026/01/29/trump-sues-irs-and-treasury-for-10-billion-over-leak-of-tax-records.htmlTrump sues IRS and Treasury Department for $10 billion over leaked tax records https://www.nbcnews.com/politics/donald-trump/trump-sues-irs-treasury-department-10-billion-leaked-tax-records-rcna256626Trump Sues Treasury and IRS for $10 Billion Over Tax Data Leak https://www.taxnotes.com/featured-news/trump-sues-treasury-and-irs-10-billion-over-tax-data-leak/2026/01/30/7txmzKPMG Brings Aboard AI Development Platform PrivateBlok https://www.cpapracticeadvisor.com/2026/02/09/kpmg-adds-ai-development-platform-privateblok/177729/KPMG acquires PrivateBlok, team will support AI developments https://www.accountingtoday.com/news/kpmg-acquires-privateblok-team-will-support-ai-developmentsKPMG Bolsters AI Product Development Function...

Could AI wipe out half of entry-level accounting roles? Blake and David recount a brazen “courier scam” on David's porch to unpack how deepfakes and spoofed calls fuel today's fraud (“less than 10% can tell AI video from real”). You'll learn practical controls—family code words, approval workflows—plus hands-on AI updates: Claude's Excel plugin and desktop agent, Gusto payroll in ChatGPT, and a prompt that forces AI to ask clarifying questions and wait for “go.”SponsorsUNC - http://accountingpodcast.promo/uncEarmarkCPE - http://accountingpodcast.promo/earmarkOnPay - http://accountingpodcast.promo/onpayChapters(02:02) - Personal Fraud Story: A Cautionary Tale (03:35) - Elder Fraud and AI-Driven Scams (06:53) - AI's Impact on Fraud and Security (11:39) - AI Tools for Accountants (19:40) - Earmark: CPE for Listening to Podcasts (22:01) - AI's Threat to Entry-Level Jobs (27:11) - AI Agents in Payroll and HR (35:20) - The Future of AI in Blue Collar Jobs (38:18) - AI's Role in Government Efficiency (39:52) - Simplifying the Tax Code with AI (41:42) - Payroll Innovations and AI (49:18) - Intuit's Career Pipeline Program (51:24) - Xero's New Features and AI Integration (58:48) - Conclusion and Upcoming Topics  Show NotesAI fakery turbo-charging fraud, cyber attacks https://www.accountingtoday.com/news/ai-fakery-turbo-charging-fraud-cyber-attacksThe Turing Reel https://runwayml.com/research/theturingreelThe Adolescence of Technology https://www.darioamodei.com/essay/the-adolescence-of-technologyLong-term Fears Build As 60% of U.S. Workers Say AI Will Cut More Jobs Than It Adds In 2026 https://allwork.space/2026/01/long-term-fears-build-as-60-of-u-s-workers-say-ai-will-cut-more-jobs-than-it-adds-in-2026/ADP® Accelerates AI Leadership with Launch of New AI Agents Designed to Solve Workforce Challenges https://www.prnewswire.com/news-releases/adp-accelerates-ai-leadership-with-launch-of-new-ai-agents-designed-to-solve-workforce-challenges-302672772.htmlExclusive: Gusto launching payroll inside ChatGPT https://www.thisweekinfintech.com/exclusive-gusto-launching-payroll-inside-chatgpt/Trump DOT Plans to Use Google Gemini AI to Write Regulations https://www.propublica.org/article/trump-artificial-intelligence-google-gemini-transportation-regulationsIntuit Launches New Career Pipeline Program to Empower the Next Generation of Accountants in the AI Era https://investors.intuit.com/news-events/press-releases/detail/1296/intuit-launches-new-career-pipeline-program-to-empower-the-next-generation-of-accountants-in-the-ai-eraNeed 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 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