Podcasts about accountants

AI agents are going rogue — deleting bookings, sending unauthorized emails, and lying about it — and Blake and David trace the trend into the $3 trillion of off-balance-sheet AI commitments hiding in Big Tech's footnotes (and why accountants will get blamed when the bubble pops). They also recap what stood out at XeroCon 2026. Then Hoover Institution fellow Ben Jaros runs the real numbers on California's Prop 40 billionaire wealth tax — why the $100 billion estimate is closer to $40 billion, and whether taxing 200 people is even constitutional.SponsorsCanopy - http://accountingpodcast.promo/canopyThomson Reuters - http://accountingpodcast.promo/taxautomationOnPay - http://accountingpodcast.promo/onpayCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(00:00) - Welcome to The Accounting Podcast (03:00) - Rogue AI Agents Gone Wild (07:53) - Controlling Agent Permissions (12:08) - Microsoft AI Receivables Surge (14:49) - Three Trillion Off Book Commitments (17:09) - Meta Hyperion Lease Loopholes (21:33) - Bubble Risk and Circular Financing (28:24) - XeroCon Highlights and AI Agents (32:21) - Bank Reconciliation and Roadmap Gripes (34:10) - Conference Vaporware Rant (34:37) - Billionaire Tax Preview (36:33) - Prop 40 Basics (38:40) - Revenue Reality Check (42:44) - Residency Cutoff Drama (45:01) - Wealth Tax vs Income Tax (45:52) - One Time Or Not (46:34) - Healthcare Backfill Claims (51:42) - Better Ways To Tax (55:23) - Constitutional Challenges (58:01) - Why Voters Oppose It (01:02:09) - Trial Balloon And Wrap Up  Show NotesComing soon!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/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/OvercastClassifieds Flowglad - https://cal.com/team/flowglad/flowgladFearless Foundry - www.advisoryamplified.comExpense Bot - https://www.expensebot.ai/accountantProfitRoot - https://tryprofitroot.com/Want 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

In this episode, Catrina M. Craft shares expert insights on tax strategies, entity structures, and deductions for entrepreneurs, emphasizing proactive planning and the importance of working with a strategist to optimize wealth building."Start planning now before it's too late."Chapters:00:00 Introduction to Proactive Tax Planning02:05 Introduction of Catrina M. Craft and Episode Context04:06 Using an Accountability Plan for Reimbursements06:26 Starting Tax Strategies Before Making Six Figures09:02 Risks of Not Having an Accountability Plan12:11 The Complexity of the Tax Code15:13 Difference Between Bookkeepers, Accountants, and CPAs16:21 The Value of Working with a Tax Strategist17:18 Upcoming Topics on Charitable Donations18:33 Encouragement to Follow and Learn MoreMore Key Takeaways:*Tax strategy importance for entrepreneurs*Entity structures and their impact on taxes*How to properly reimburse business expenses*Timing for tax season"It's just like a doctor, you have specialists."EPISODE #1/10: Unlocking Tax Strategies for Entrepreneurs: January 26, 2026: https://thatentrepreneurshow.buzzsprout.com/737252/episodes/18570362-unlocking-tax-strategies-for-entrepreneursEPISODE #2/10: Unlocking Home Office Deductions February 9, 2026: https://thatentrepreneurshow.buzzsprout.com/737252/episodes/18646020-unlocking-home-office-deductionsEPISODE #3/10: Hidden Tax Strategies Revealed: March 9, 2026: https://thatentrepreneurshow.buzzsprout.com/737252/episodes/18814431-hidden-tax-strategies-revealedEPISODE #4/10: Strategic Family Travel & Tax Benefits: June 10, 2026: https://thatentrepreneurshow.buzzsprout.com/737252/episodes/18814431-hidden-tax-strategies-revealedEPISODE #5/10: The Top 3 Tax Mistakes Entrepreneurs Make: July 29, 2026: https://thatentrepreneurshow.buzzsprout.com/737252/episodes/19565414-the-top-3-tax-mistakes-entrepreneurs-makeSend us Fan MailSupport the showRemember to subscribe for the next episode. Show Partner: ComingAlive PodcastProduction.comMusic Credits: Copyright Free Music from Adventure by MusicbyAden.

See what the team at The Successful Bookkeeper has on right now → If you've been watching the AI wave roll in and wondering what it means for your bookkeeping practice, this episode is for you. Alex Lee, co-founder and CEO of Truewind, brings a clear-eyed perspective grounded in three and a half years of building AI tools specifically for accountants. His message is direct: the future of accounting has always been about you, and that isn't changing. Chapters [00:00] Opening: Fear and Opportunity [01:18] Alex Lee's Unlikely Path to AI [04:18] The Future Is Still You [08:00] Will AI Replace Bookkeepers? [12:00] Crawl, Walk, Run: Getting Started [16:30] AI Adoption Across the Profession [19:30] Data Privacy and Security Checklist [24:00] Vision for Accounting's Future [27:00] About Truewind The Work That Has Always Mattered Alex draws a useful historical line — from carving debits and credits in limestone, to paper ledgers, to file cabinets, to cloud software, and now AI. "I see AI as the next iteration of technology that may shape how accountants are doing the work," he says. "But ultimately, the work of the accountants is the same." What AI does is create space for bookkeepers to spend more time on the things that are genuinely hard to automate: being a trusted advisor, being a real business partner, and — as Alex puts it — shaking hands and looking someone in the eye. Those things don't disappear no matter how good the models get. The Spreadsheet Comparison Worth Remembering When the fear of replacement comes up — and it does — Alex points to a pattern that has played out before. When spreadsheets arrived, people predicted mass job losses in accounting. Instead, the profession grew. Some small business owners did start managing their own five-line chart of accounts, and some will use AI to handle basic recordkeeping themselves. But that's not your client. "As accountants, it puts you in a very unique position to elevate yourself in terms of your AI skills and demonstrate to businesses, I know how to use this tool exceptionally well." The expertise gap has always been the value. AI doesn't close that gap — it widens it in your favor if you lean in. A Crawl, Walk, Run Framework for Getting Started Alex is practical about adoption. Start by picking one AI tool you've already heard of — maybe tried once — and use it for everyday tasks: drafting a client email, writing a performance review, planning a trip. Get comfortable at that level before adding complexity. Walking looks like connecting your AI to your Slack, email, or call recordings and asking it to synthesize information — summarizing client pain points before a proposal, for example. Running is letting AI handle a meaningful portion of your day-to-day operations. "Just get started," Alex says. "Over time, get more sophisticated, and then over time, let it be the primary operating system for you." Handling Data Privacy the Right Way Financial data demands careful handling, and Alex doesn't gloss over it. His checklist for vetting any AI vendor: confirm they are SOC 2 Type 2 compliant with a reputable auditor (not a quick rubber-stamp), verify that data privacy agreements exist between your vendor and the underlying model providers like OpenAI or Anthropic, and look for a genuine philosophy of data protection — not just a claim on a website. For teams that are still nervous about connecting client data to AI tools, his advice mirrors the crawl-walk-run approach: start by using AI internally with your own team's Slack and shared drives. Build confidence there before expanding to client-facing workflows. A Bigger Demand for Accountants Is Coming Alex's outlook for the next one to five years is genuinely optimistic. He sees AI acting as a catalyst for what he calls a "Cambrian explosion of demand for accounting." As business models shift from billable hours toward fixed-fee engagements and technology enables firms to handle more clients with the same headcount, he expects more businesses — not fewer — to seek out qualified accounting professionals. "Accountants can get more done with less, driving an influx of demand for what accounting firms can provide." The firms positioning themselves now, building AI literacy and deepening client relationships, are the ones that will be ready to capture that demand. Links Mentioned Truewind — Alex's AI-powered accounting platform The Successful Bookkeeper — show resources and guest information PureBookkeeping — episode sponsor, proven system to grow your bookkeeping business About the Guest Alex Lee is the co-founder and CEO of Truewind, an AI-powered accounting platform built for accounting firms and corporate finance teams. Before founding Truewind, Alex worked as an aerospace engineer at Boeing, spent time in venture capital, and built a financial planning and analysis company. Truewind launched in the same month as ChatGPT and has spent the past three and a half years building what Alex describes as an "agentic workspace" for accountants — integrating with QuickBooks Online, Sage Intacct, and NetSuite to help teams cut close time by 30 to 50%. You can reach Alex directly on LinkedIn or learn more at truewind.ai. About the hostMichael PalmerMichael Palmer is the host of The Successful Bookkeeper podcast and co-founder of Pure Bookkeeping and The Successful Bookkeeper. He started this work because of his father — a brilliant electrical contractor who worked twice as hard as he should have had to, because nobody on the financial side was in his corner. That gap is what The Successful Bookkeeper exists to close. His view: bookkeepers are the most undervalued force in small business — and every bookkeeper who builds a real business changes two families: theirs, and their clients'.

Roger and Annie broadcast live from the IRS Tax Forum in New Orleans, pulling four guests off the exhibit hall floor for individual segments. Larry Gray breaks down how he teaches digital assets and 1099-DA reporting to practitioners who've never touched crypto, and Alan Pinck talks through the "no tax on tips/overtime/social security/car loan interest" provisions and where AI fits into practice management. Kelly Myers (incoming NSA president) and returning guest Maggie Romanello close things out with career news and a look at how the IRS stakeholder liaison role actually works.SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Links mentioned in this episodeNATP (National Association of Tax Professionals) https://www.natptax.com/Tax Talk Today https://www.taxtalktoday.com/Alan Pinck's practice https://apincktax.com/NSA (National Society of Accountants) https://www.nsacct.org/IRS Stakeholder Liaison Contacts ( https://www.irs.gov/businesses/small-businesses-self-employed/stakeholder-liaison-contactsChapters(00:00) - Live From Tax Forum (01:09) - Meet Larry (02:00) - Teaching That Sticks (03:11) - Hot Topics And Crypto (07:41) - NATP Roots And Advocacy (12:12) - Fighting Bad Tax Advice (14:47) - Larrys Forum Day And Family (17:12) - Meet Alan And His Session (21:37) - Forum Energy And Exhibit Hall (24:44) - Tax Talk Today Origins (25:30) - Discussion First Format (25:49) - Seven Shows Schedule (26:32) - CPE Packages And Clips (28:30) - New Orleans Plans (30:06) - Utah Move And Routine (31:51) - Alan Wrap And Tour Dates (32:38) - Kelly Joins (35:39) - Teaching And Mentoring (39:17) - NSA Community Benefits (40:37) - AI Needs Human Review (44:13) - Maggie New IRS Role (47:28) - Stakeholder Liaison Explained (49:53) - How To Contact Liaison (53:16) - Podcast Wrap Up Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

Monday 24 August 2026 Bitcoin, gold and oil surge as geopolitical turmoil and fears of rate rises hits equities. The financial crimes watchdog cracks down on brokers, lawyers and accountants The US and Canada go to war over trade Aldi cuts back on its middle aisle specials China hosts the first World Humanoid Robot Games, and the winner of the 100m dash is faster than Usain Bolt Hit follow on the podcast so you don’t miss the latest news, and join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - ten purchases that actually save you money. Get the episode from Apple, Spotify or anywhere you listen to podcasts.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome Alex Curran, CEO of Aptitude Software, to discuss the future of finance systems, AI-native ERP, and how organizations can prepare their finance functions for a rapidly changing technology landscape. Alex shares how finance teams can move beyond outdated systems, improve data foundations, and use AI to enable faster, more informed decision-making.Alex Curran is the CEO of Aptitude Software, a company that has spent over 40 years building finance solutions for complex organizations. After joining Aptitude over 12 years ago, Alex progressed through multiple leadership roles before becoming CEO in 2023. She now leads the company's focus on AI-native finance technology and modern ERP solutions.In this episode, you will discover:Why CFOs are expected to become strategic partners in business decisions.Why clean data and strong architecture are essential for successful AI adoption.How AI-native ERP systems differ from traditional finance platforms.Why real-time finance and continuous close are becoming possible.How AI will change finance roles and create new opportunities.Alex explains why the future of finance is not just about adding AI tools, but about building the right systems, data foundations, and processes to make AI valuable and trustworthy. Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow Alex:Website: http://fynapse.app/LinkedIn: https://www.linkedin.com/in/alex-curran-9aa593b/Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review. Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode: [00:00] – Trailer [05:22] – The Modern CFO Role [11:36] – Building Flexible AI Systems [15:16] – Evaluating ERP Solutions [19:08] – Legacy ERP vs AI-Native ERP [23:39] – Real-Time Finance & Continuous Close [27:02] – AI's Impact on Finance Teams [30:24] – The Future of Accountants [35:44] – AI Questions & Leadership Lessons [36:53] – Finance System Implementation Challenges [38:40] – Alex's CEO Journey [40:04] – Closing Thoughts on Finance's Future

Thank you for joining us for another episode of Building the Premier Accounting Firm. Today Roger Knecht and Brian Mayoral, Co-Founder and CEO of Sell Up, explore how accounting professionals can create the ideal sales package for their services. Discover how niching, effective sales systems, and shifting from features to benefits can help you scale your firm with easy to implement sales strategies. In This Episode: 00:00:00 Introduction to the Podcast 00:02:10 Redefining the Meaning of Sales 00:07:54 Mentorship and Personal Growth 00:13:01 Common Sales Pitfalls for Accountants 00:19:58 Packaging and Selling Value 00:27:10 Strategies for High-Value Sales 00:36:11 Closing Thoughts and Final Advice Key Takeaways: Define an ideal customer profile to move away from the "jack of all trades" trap and increase your firm's repeatability. Prioritize "bennies" (benefits) over features to communicate the actual value of your services to business owners. Implement a structured sales process that builds trust and uses both logic and emotion to drive faster client decisions. Avoid the "Grand Slam" mentality by using a value ladder to offer smaller, high-impact services first. Featured Quotes: "Sales is believing in someone's highest potential, not in their current circumstances." — Brian Mayoral "The best sales techniques rarely beat the person who truly believes in their product or service." — Brian Mayoral "Sales isn't coercive; it's a collaborative decision that betters a situation." — Roger Knecht 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: Helping accounting professionals confidently and Increase profit by 30%  - Convert more high-paying clients upfront without more hours   Book you no cost offer review at wesellup.com/schedule competently offer quality accounting services to get paid what they are worth. Special Offers for our Podcast Listeners, CLICK HERE to take advantage of them today! Remember this: Accounting Success IS Universal. Be sure to listen to our next episode and 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 bookkeeping, accounting, & tax business, please visit us at www.universalaccountingschool.com or call us at 801-265-3777.  And know that if it's about accounting, it's Universal.

Alicia and Matthew break down Intuit's July "In the Know" session, covering 175 behind-the-scenes fixes to bank matching, reports, and load times, plus a first look at the new unified inbox coming to QuickBooks Online this August. They also dig into the new Intuit Experts toggle that determines whether Intuit can market services directly to your clients, and share why Accelerate pricing has been delayed until January 2027.Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilotVeltrix - http://uqb.promo/veltrix(00:00) - Welcome and Introductions (01:12) - Why Now You Know (02:58) - Community News Roundup (05:11) - Intuit Connect Details (05:41) - Product Improvements Poll (06:54) - Speed Issues and Router Tips (08:17) - Meaningful Improvements Wish List (10:34) - Bank Feed Matching Updates (13:54) - Dashboard and Shortcuts (16:18) - Reports and Sign In Changes (18:11) - AI Plus HI Services (19:39) - Accountants as Customers (22:35) - Intuit Experts Guardrails (27:47) - Auto On Billing Concerns (28:49) - Bank Feeds Expert Review (30:34) - Pricing Data Access Questions (32:34) - Accountant Suite Adoption Poll (34:13) - Multi Tab Workflow Upgrade (35:48) - Unified Inbox Portal (41:37) - Accelerate Firm Insights (45:35) - Accelerate Pricing Books Close (46:58) - Resources Training Wrap Up LINKSHandout: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/q770TWgiQuKYqpYOwn4j_July2026_ProAdvisor_InTheKnow_Handout.pdfSign up for In The Know: https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know/ Useful IAS resources:https://digitalasset.intuit.com/render/content/dam/intuit/accountant-channel/en_us/ias/from-qboa-to-ias-customer-leave-behind.pdfhttps://quickbooks.intuit.com/accountants/intuit-accountant-suite/https://www.firmofthefuture.com/product-update/checklist-switching-to-intuit-accountant-suite/August 4 through October 22: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Recorded live from day two of Xerocon London. Xero opened the show with two solid hours of announcements. Xero Force, the Ultra plan, smart data capture, JAX and a big push on the rise of the builder. Most of it is in beta and lands later in the year. So we spent two days in the hall asking the people it lands on what they actually made of it. The centrepiece is our interview with Kate Haywood, MD of Xero UK. We put it to her straight. The accounting and bookkeeping channel arguably is not as important to Xero's revenue as it once was, so does there need to be a bit more honesty about where accountants and bookkeepers sit in the hierarchy? She did not dodge it. "They are fundamentally important to us at Xero, and especially here in the UK." We also pushed her on the ecosystem. When Xero ships data capture, invoice chasing and reporting, it starts competing with the app partners who built on top of it. Kate says Xero is an open ecosystem led by what is right for the customer, and that if you try and build everything you end up building nothing. The vendors are less relaxed about it. Daniel Rock of SuiteFiles reckons "there's a lot of app vendors that will feel very squeezed". David Tuck of Mayday is delighted, because the Ultra plan points straight at his market. Jordan Vickery of Vinyl says nobody is running scared, which was disappointingly uncontroversial of him. Reuben from Briefcase wishes more people were trying to do what they do. The accountants are warier. Plenty of hope in the room, not much validation yet. Stuart Hurst points out that JAX launched two years ago and not a great deal has happened. Sharon, ten Xerocons in, says this one felt different, because Xero has become a bigger and more corporate establishment and it is "lacking a little bit of the human side". David from Youtopia goes further. "I don't think people actually implement anything from these shows." Featuring David Tuck (MayDay), Daniel Rock (SuiteFiles), Vipul Sheth (AdvanceTrack), Jordan Vickery (Vinyl), Reuben (Briefcase), Kate Haywood (Xero UK), Jim, Ravi, Sharon, Stuart Hurst, Will, David (Youtopia) and Sam. Is Xero still building for accountants, or around them? Chapters 00:00  Cold open 00:37  Live from day two. The party, the slide and the design lab 07:06  David Tuck, Mayday. The Ultra plan 08:32  Daniel Rock, SuiteFiles. Who gets squeezed 09:46  Vipul Sheth, AdvanceTrack. The proof is in the pudding 11:10  Jordan Vickery, Vinyl. Is anyone running scared? 12:22  Reuben, Briefcase. AI native, and welcoming the competition 13:28  Kate Haywood, MD of Xero UK. The full interview 47:11  Jim. Hope, but not much validation 48:35  Ravi. JAX, and small steps with AI 49:49  Sharon. Ten Xerocons, and a missing human side 51:24  Stuart Hurst. Best in years, but Dext and Chaser look nervous 52:47  Will. It all looks good. Now show us it working 54:07  David, Youtopia. Nobody implements anything 55:39  Sam. First Xerocon 56:55  Wrap up

In this special episode of Accountants Daily Insider, produced in partnership with The InvestorKit Group, we explore the paradox of accountants being able to build successful businesses, but simultaneously struggling to generate wealth for themselves, and how they can look to change this in the new financial year. Host Jerome Doraisamy speaks with The InvestorKit Group founder and CEO Arjun Paliwal about:  His personal wealth creation journey. How and why he believes accountants delay wealth creation for themselves. Why the skills required to building a successful business don't always translate to one's personal financial success, and why accountants aren't always leveraging their advantages properly. The big mistakes accountants make regarding their own finances.  Lessons that accountants can learn, and what they should be valuing right now.  How best accountants can get started on this journey in FY27. To learn more about InvestorKit, click here. 

On this month's episode of Advisory Advantage, host Brent Szalay is joined by Noel Tiufino, chief executive of My Accounts, to discuss what sits behind an accountant's decision to invest in themselves and their businesses. Tune in to hear more about: The perception of value for business investments. How accountants get themselves ready to offer services.  Making business plans for the new financial year.  Being a salesperson to win more work. Overcoming fears about tough conversations with clients.  Leaders in Business: Don't guess where you sit on the advisory spectrum – test it. Take the Client Advisory Readiness Quiz. It'll show you where you're already thriving, and where the right structure, tools and clarity could take you further, beyond the numbers. Advisory Readiness Quizhttps://advisoryreadinessquiz.scoreapp.com/?utm_source=accoutantsdaily&utm_medium=podcast&utm_campaign=weblink Free Toolhttps://leadersinbusiness.com.au/wp-content/uploads/2026/04/Analyse-Clients-Workbook_LeadersinBusiness.pdf?utm_source=accoutantsdaily&utm_medium=podcast&utm_campaign=weblink

In Episode 3 of Tax Talks, Andrew Henshaw, Rajan Verma and special guest Nick Schaeffer (Partner, PGP Consulting) unpack the biggest Australian tax developments affecting accountants, advisers and business owners. Topics include the High Court's landmark Bendel decision on Division 7A and unpaid present entitlements (UPEs), the latest Federal Budget tax measures, Victoria's updated trust duty guidance, significant payroll tax developments, residency and CGT cases, and what practitioners should be preparing for in the new financial year. In this episode: Bendel: What the High Court decision means for Division 7A, UPEs and trust distributions. The ATO's Decision Impact Statement and practical implications for advisers. Federal Budget updates, including changes to CGT, negative gearing, SMSF borrowing arrangements and innovative business concessions. Victorian trust variation guidance and stamp duty risks. Payroll tax grouping and degrouping developments following the Winya decision. Residency, hardship and payroll tax cases every adviser should know. Practical tax planning considerations for FY2026 and beyond. Whether you're a tax adviser, accountant, business owner or legal professional, this episode delivers practical insights into the latest tax developments and how they may affect your clients and practice. Topics: Division 7A, Bendel, UPEs, Small Business CGT Concessions, Payroll Tax, Trusts, SMSFs, Tax Residency, Victorian Stamp Duty, ATO Updates, Tax Planning, Australian Tax Law, Accountants, Tax Practitioners, Federal Budget, Tax Talks Australia.

In today's episode, Roger Knecht discusses the evolution of the accounting profession with Brittany Brown, focusing on the impact of AI, the importance of CAS, and changes needed in academic curriculum. They explore how firms can adapt to new technologies and client expectations, emphasizing practical application and efficiency for building a premier accounting firm. In This Episode: 00:00 Introduction & Guest Background 04:49 The Power of Niching in E-commerce 15:31 Transition to Academia: UVU QuickBooks Class 21:00 Passion Project to Full-Time Professor 31:14 Real-World Application in QuickBooks 37:07 Mastering the Mess: Reconciliation Challenges 41:27 QuickBooks Education & Intuit Partnership 45:04 AI in Accounting Curriculum 47:53 AI's Impact on the Accounting Profession 58:25 Early Adopters and Future of Accounting 01:06:05 Evolution of Accounting Roles & Education 01:17:28 Brittany's Approach to Life and Work Featured Quotes: "If you're going to niche, you should niche in an industry that has natural barriers to entry for other accountants because it's challenging." — Brittany Brown "Academia has typically prepared people to be tax accountants or audit accountants… but it has never really touched on preparing them to be industry accountants, which is kind of appalling to me because industry accounting represents probably 95% of accounting jobs out there." — Brittany Brown "What it does is anything that is time-consuming, repetitive, and mundane should be done with AI now. And so you can now take a team and do much more with them." — Brittany Brown 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: Special Offers for our Podcast Listeners, CLICK HERE to take advantage of them today! Remember this: Accounting Success IS Universal. Be sure to listen to our next episode and 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 bookkeeping, accounting, & tax business, please visit us at www.universalaccountingschool.com or call us at 801-265-3777.  And know that if it's about accounting, it's Universal.

This week on What's New in History, I sit down with archaeologist Dr. William Hafford to discuss his fascinating paper, Countdown to Cities: Numeracy and the Development of Urban Society. Could something as simple as counting have helped create the world's first cities?We explore the origins of numeracy, clay tokens, early accounting, the birth of writing, and how archaeology allows us to reconstruct humanity's distant past. Along the way, Bill also shares what it's really like to work as an archaeologist and how new discoveries continue to reshape our understanding of early civilization.PLEASE SUBSCRIBE TO WHAT'S NEW IN HISTORY YOUTUBE CHANNELhttps://www.youtube.com/@whatsnewinhistoryThis is a podcast by Dan Hörning and Bernie Maopolski.Contact information:E-mail: zimwaupodcast@gmail.comhttp://facebook.com/fanofhistoryhttps://twitter.com/danhorninghttps://www.instagram.com/dan_horning/Music: “Tudor Theme” by urmymuse.Used here under a commercial Creative Commons license. Find out more at http://ccmixter.org/files/urmymuse/40020 Hosted on Acast. See acast.com/privacy for more information.

This episode of The Unique CPA is brought to you by BILL and BILL's Accountant Console. Accountants deserve tools that work as hard as they do. Learn more at BILL.com/uniquecpa and get a $250 gift card. Terms apply. Small business clients are increasingly showing up to their accountants armed with AI-generated answers, and Ariege Misherghi thinks that's actually an opportunity. A Senior VP at BILL, Ariege has spent years watching the relationship between accounting professionals and their clients evolve, and she sees the current moment as the clearest stage yet for accountants to demonstrate what a professional truly brings. On Episode 275 of The Unique CPA, she and Randy also dig into what "AI native" actually means at BILL, why auditability is non-negotiable in financial automation, and why Ariege's number one piece of advice for AI-fatigued firms is to stop reading every email and start with one problem worth solving. Get the full show notes and more resources at TheUniqueCPA.com

Events can be one of the most practical ways for a local business to attract people, build visibility, and create new business opportunities. But an event only works when it is built around the right audience from the start.In this episode, Jennifer R. Glass and Patricia Reszetylo continue their discussion on hyper-local marketing and look at how local businesses can use events to bring better-fit prospects through the door. Events can include workshops, lunch and learns, community events, city-wide activities, block-style events, partner-hosted events, or events where the business participates rather than hosts.The key point is simple: do not start with the event. Start with the person you want to attract. A pizza shop trying to reach families, a shoe store trying to build local visibility, an accounting firm trying to reach business owners, or a bank trying to connect with commercial clients all need different event strategies.Patricia explains that businesses need to think through the full path before the event begins: who the audience is, what matters to them, what the event should be called, how it should be promoted, whether attendees need to register, how contact information will be collected, and what follow-up happens after the event. Without those pieces, even a well-attended event can become a missed opportunity.Jennifer adds that partnerships can make local events even stronger. Accountants, banks, restaurants, media outlets, and other local businesses may help expand reach, add credibility, and introduce the business to people it may not reach alone. Other people's platforms can become a powerful way to extend local visibility.The biggest takeaway: local events should not be random activity. They should be designed to attract the right people, deliver value, create a reason for continued connection, and move interested prospects into the next step with the business.

Intuit's Q3 fiscal 2026 earnings call was packed with numbers, and with her co-hosts sitting this one out, Alicia goes through them one by one to explain what each actually signals for bookkeepers, accountants, and QuickBooks users. She breaks down the strength of QuickBooks Online and mid-market growth, the slowdown in Desktop and Mailchimp, AI already running at scale, the shift toward assisted tax, and what the August pricing and packaging changes mean for your clients. She also steps off-script to share why she thinks Intuit raised prices before users were ready, and previews the deeper episodes coming on pricing and the ProPartner program.Sponsors:Aqqrue - http://uqb.promo/aqqrueSTR Search - http://uqb.promo/str(00:00) - Welcome and Setup (01:25) - How to Read Earnings (02:49) - Companywide Results (05:09) - QuickBooks Segment Growth (08:15) - QBO Plans and Pricing (09:33) - Services Payments Payroll (12:14) - Desktop and Migration (13:18) - Mid Market Enterprise Push (15:02) - Mailchimp Reality Check (16:53) - AI at Scale (17:40) - August Pricing Shakeup (23:07) - Accountants as Customers (24:51) - Workforce Cuts and Margins (26:41) - TurboTax Trends (30:43) - Credit Karma Monetization (34:13) - Pro Tax and Wrap Up (35:58) - Training Course and Goodbye LINKSJuly 21 through October 8: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907Alicia's book on Amazon: http://royl.ws/conversion-bookWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

In this special episode of Accountants Daily Insider, produced in partnership with Pinch Payments, we explore the evolution of accounting practices against the backdrop of the advent of tech and AI, the evolving client experience, and what it all means for practitioners on the ground. Host Jerome Doraisamy speaks to Emily Emberson, channel success manager for accounting and bookkeeping at Pinch Payments, about:  How accountants can and should be viewing their roles in times of change. Where accountants are going wrong in adapting to new ways of working. How technology is improving client experiences.  Overcoming unnecessary friction in tech onboarding and processes.  What high-performing and efficient accounting practices will look like in years to come.  The holistic duty to influence business outcomes for the better. 

EP 427 — Richard Francis argues that accountants who embrace advisory and human connection will outlast any AI wave. Richard Francis lays out why advisory-led accounting beats compliance-heavy firms and why AI won't replace human judgement. He explains how accountants can create more value by asking better questions, choosing the right clients, and focusing on the future rather than the past. He breaks down advisory models, client selection, forecasting, global scaling, and how to build tools that support better decisions without drowning in spreadsheets. The discussion includes AI's real role in accounting and why trust and context remain the moat. What You'll Learn in This Episode: • Build an advisory-led accounting model that clients stay for • Decide which clients to drop to free capacity • Use forecasting to steer SMEs toward better decisions • Blend AI tools with human judgement safely • Structure a global business without losing your sanity For UK business owners and accountants who want practical thinking on advisory, client strategy and staying competitive in an AI-heavy world. *For Apple Podcast chapters, access them from the menu in the bottom right corner of your player* Spotify Video Chapters: 0:00 AI vs human advisors 3:40 Richard's early accounting career 9:40 Moving from compliance to advisory 15:20 Asking better questions 20:10 Building Spotlight Reporting 28:00 Advisory, tools and AI 35:00 The future of accountants 43:40 Client selection and the Dirty Dozen 50:20 Succession, exits and scale 57:00 Global teams and travel reality 1:04:00 Why advisory will survive AI 1:11:00 Quickfire: Business or BS? Watch and subscribe to us on YouTube Follow us: Instagram TikTok LinkedIn Twitter Facebook If you'd like to be on the show, get in contact - mail@businesswithoutbullshit.me

Andy Kvesic left the job every lawyer wants to build something the profession had never seen. As CEO of Aprio Legal, he traded a general counsel role at a thriving family office for the harder, riskier work of acquiring a Phoenix law firm and redesigning how professional services actually work. The result is a historic combination: the first time two Alternative Business Structure firms have merged, bringing together a corporate law firm and a national accounting and advisory firm backed by private equity. Attorneys, accountants, wealth planners, and business advisors now serve the same clients under one roof. The idea came from watching entrepreneurs waste time and energy bouncing between disconnected professionals who never coordinated with each other. Arizona's 2021 rule change allowing non-lawyer law firm ownership gave Kvesic the opening to try something different. His merger with Aprio wasn't a calculated exit. It was the recognition that both firms were solving the same problem from opposite ends: Aprio's professionals were constantly referring clients out for legal work, and Kvesic's attorneys were constantly referring clients out for tax and accounting. Neither could fully serve their clients alone. Building the integrated platform also forced a reckoning with how differently law firms and accounting firms run their businesses. After two decades working almost exclusively with other lawyers, Kvesic found Aprio's infrastructure to be a genuine upgrade: multi-year planning, pipeline visibility, real margin analysis. For an industry that largely runs on a cash-in, cash-out model aimed at maximizing year-end partner distributions, the difference is significant. The legal profession is changing whether it wants to or not. The more interesting question Kvesic raises is whether the people inside it will have the courage to lead that change rather than resist it.   Episode Breakdown: 00:00 From General Counsel to Law Firm Owner: Andy Kvesic's Career Path 02:51 The Vision Behind Raddock's Law and the ABS Model 09:03 How Aprio Legal Became the First ABS-to-ABS Merger 14:57 Cultural Differences Between Lawyers and Accountants 24:33 How Accounting Firm Discipline Is Changing Law Firm Operations 29:35 Growth Strategy and the Integrated Legal Accounting Platform 37:52 ABS Advice and the Future of the Legal Profession   Connect with Andy Kvesic: Connect with Andy on LinkedIn   Andy Kvesic - CEO, Aprio Legal | Partner    Connect with Howard Rosenberg: Connect with Howard on LinkedIn  Howard's Company web profile   Connect with Chris Batz: Connect with Chris on LinkedIn  Follow Columbus Street on LinkedIn Columbus Street Website  MergerWatch Website Podcast production and show notes provided by HiveCast.fm  

Cameron sits down with Patricia Beaury, a production accountant who has been working in indie film since 2011. Her credits include My Mom Jayne, The Python Hunt, Pee-wee as Himself—winner of both an Emmy and a Peabody Award—and Anora, which won five Academy Awards including Best Picture. Her work spans narrative features and documentaries that have premiered at Cannes, Venice, Berlin, and Sundance.Patricia breaks down the real mechanics of production accounting: how cash flow, payroll, cost reporting, documentation, and approvals shape the day-to-day rhythm of a shoot. She shares how her background as a producer and line producer informs the way she reads a budget, spots trouble early, and brings narrative to the numbers so producers can make better decisions in real time.The conversation also gets into the workflows that make productions run more smoothly, from standardized templates and weekly cost report cadence to receipt tracking, P-card envelopes, and audit-ready recordkeeping. Patricia explains why payroll is the most important part of the job, how trust with department heads keeps accounting efficient, and why a strong producer-accounting partnership can make the difference between a stressful closeout and a clean, predictable finish.ABOUT WRAPBOOKWrapbook is the AI platform for production finance.Built for today's fast-moving production landscape, Wrapbook brings payroll, spend, and accounting into one AI-powered system—giving production teams the tools they need to do more, faster.Built for features, TV, or commercials—Wrapbook helps the industry's biggest production companies stay compliant, track every dollar in real time, and eliminate the paper-chasing that slows everything down. AI handles the busywork—reading invoices, flagging issues, syncing data—so your team can focus on the work that really matters.But software is only half the story. Wrapbook pairs powerful automation with concierge support from industry experts who've worked on set and know what's at stake. It's how the best production teams scale smarter, protect their budgets, and keep their crews happy.See how Wrapbook is a force multiplier for production finance teams at www.wrapbook.com.

In this special episode of Accountants Daily Insider, produced in partnership with MYOB, we explore what accounting professionals need from technology at this point in time, and how they should be reflecting on the development of technology into the future. Host Jerome Doraisamy speaks to Liam Hindle, general manager of practice product at MYOB, about: How much the accounting software landscape has shifted in recent years. The pivot to advisory-based services. What MYOB is doing to better support accountants right now. What accountants should know about tech providers like MYOB. Predictions for accounting technology ahead of 2030.

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

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

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.

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.

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...

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

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.

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

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...

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.