Podcasts about Accounting

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 a scathing critique, the speaker takes aim at the Colorado Department of Labor and Employment, highlighting a staggering case of mismanagement and incompetence. The department's inability to accurately track and distribute unemployment benefits has left thousands of people waiting for their rightful checks, with some facing financial ruin.This episode delves into the shocking story of a woman who paid into the unemployment insurance fund, only to be left waiting for her benefits due to a bureaucratic nightmare. The speaker reveals the department's staggering errors, including a discrepancy of over $1.5 billion in owed claims, which was later corrected to a mere $86 million. The auditors' report also uncovered a pattern of understating bad debt, revenue, and expenses, with a total adjustment of $10.6 billion needed to fix the department's books.The speaker questions the department's excuses, pointing out that the pandemic may have caused difficulties, but it's no excuse for the repeated failures to correct their mistakes. The department's inability to get the job done is not just a one-time issue, but a systemic problem that has been ongoing for years. The speaker highlights the contrast between the department's performance and other states, which have managed to distribute benefits efficiently despite similar challenges.The speaker argues that the real issue is not just about accounting errors, but about remembering who the money is for – the people who need it. The episode is a call to action, urging listeners to demand accountability from their government and to remember that the money is for the people, not just a number in a report.See omnystudio.com/listener for privacy information.

Alicia and Matthew "Spot" Fulton recap Intuit's "In the Know" webinar, covering new Intuit Enterprise Suite features like intercompany journal entry automation and cross-company bill pay, a major overhaul of the sales tax liability report, phased billing and change orders coming to QBO Advanced for construction, and Playbooks in Intuit Accountant Suite for standardizing client setup across a firm. They also share the news that Spot's business is now officially Cloud Apps Inc., and that Intuit has finally rolled out its ProPartner program tiers.Sponsors:Intuit Accountants - http://uqb.promo/intuitLink My Books - http://uqb.promo/linkmybooksPilot - http://uqb.promo/pilot(00:00) - Welcome and Updates (01:12) - What Is In the Know (03:34) - CPE and How to Watch (04:19) - ProAdvisor News and Webinars (06:33) - Intuit Connect and Workforce Updates (09:21) - Enterprise Suite Polls and Wishlist (13:47) - IES Intercompany Automation (18:40) - Dimensions and Reporting Upgrades (21:44) - Early Access and Beta Features (23:36) - Sales Tax Reports Overhaul (29:32) - New Sales Tax Reports (31:58) - Drilldowns and Custom Views (33:53) - Whats Coming Next (35:52) - Automated Tax Filing Notes (36:11) - Construction Project Phases (38:55) - AIA Billing Workflow (40:55) - Change Orders Upgrade (44:02) - Playbooks in IAS (47:28) - Client Setup Templates (49:57) - Rollout Questions and Pricing (53:18) - Resources and Toolkit (54:26) - Hosts Updates and Wrap LINKSAlicia's upcoming classes! Become a member of the OWLS for free automatic enrollment into all courses:AI in QBO: http://royl.ws/AI?affiliate=5393907Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907Customizing QBO: http://royl.ws/CustomizingQBO?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 

Started your firm to be your own boss? So why does it feel like your firm bosses you around now?More clients, more revenue, more growth may not set you free. Often, it just builds a nicer cage.This episode maps the slow slide from freedom to feeling trapped, and hands you one question that changes everything downstream. Stop asking how to grow your firm. Start asking how to become a high-freedom CPA. Listen, then decide what you actually want.…Link to full shownotes: https://www.businessstrategyforcpas.com/399…Want the skinny on pricing?If you feel trapped by your own accounting firm, it's not because of the work – it's how you've priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It's free, and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want to hear what works, from 57+ clients?Check out the Client Success Stories podcast: LISTEN »

The scion of a commodity trading fortune goes missing after his hedge fund implodes.SponsorsKick.co - https://ohmyfraud.promo/kick Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CEDownload the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email support@earmarkcpe.com.CONNECT WITH CALEBTwitter: https://twitter.com/cnewquistLinkedIn: https://www.linkedin.com/in/calebnewquist/Sources:IntroWe had AI analyze 50 hours of sports on TV. t detected gambling ads everywhere. Has the marketing gone too far? [WaPo]Former JAFCU head, husband sued for allegedly embezzling $91M [WLBT3]Filings reveal former JAFCU head likely facing criminal charges [WLBT3]Sam Israel IIISam Israel Jr., a Leader In Coffee Trading, Dies [NYT]A Con Man Who Lives Between Truth and Fiction [NYT]Hennessee Group ~40 Clients/$56M [SEC Admin. Order, IA Release No. 2871] — https://www.sec.gov/files/litigation/admin/2009/ia-2871.pdfBayou 2003 Deposits Exceeded $125M [SEC Complaint, 05-CV-8376] — https://www.sec.gov/files/litigation/complaints/comp19406.pdfBayou Clawback 95 Adversary Proceedings [Bankruptcy Court Filing] — https://www.govinfo.gov/content/pkg/USCOURTS-nysb-7_06-ap-08422/pdf/USCOURTS-nysb-7_06-ap-08422-0.pdfSamuel Israel III [SEC Litigation Release] — https://www.sec.gov/litigation/litreleases/lr19406.htmSamuel Israel III [SEC Press Release] — https://www.sec.gov/news/press/2005-139.htmBayou Group [CFTC Press Release] — https://www.cftc.gov/PressRoom/PressReleases/5121-05Samuel Israel III [DOJ Sentencing Release] — https://www.justice.gov/archive/usao/nys/pressreleases/April08/israelsamuelsentencepr.pdfBayou Victims Forfeiture [DOJ Release] — https://www.justice.gov/usao-sdny/pr/victims-bayou-hedge-funds-receive-another31-million-forfeited-assets-including-millionsJames Marquez Co-Founder [InvestmentNews] — https://investmentnews.com/industry-news/news/bayou-mastermind-gets-20-year-sentence-14877James Marquez Sentencing [InvestmentNews] — https://www.investmentnews.com/industry-news/news/former-bayou-ceo-sentenced-to-jail-13386Samuel Israel III Manhunt [Fox News] — https://www.foxnews.com/story/hedge-fund-swindler-admits-staging-suicide-to-avoid-jailSamuel Israel III Sentencing [Fox News] — https://www.foxnews.com/story/hedge-fund-swindler-gets-more-prison-time-for-trying-to-avoid-20-year-sentence.ampSamuel Israel III Surrender [NBC News] — https://www.nbcnews.com/news/amp/wbna25495609Samuel Israel III Disappearance [CBS News] — https://www.cbsnews.com/news/cops-hedge-fund-swindler-no-suicideThe Search for a Missing Trader Goes Global [New York Times] — https://www.nytimes.com/2008/06/14/business/14bayou.htmlDid Fees at Bayou Overwhelm Diligence? [New York Times] — https://www.nytimes.com/2005/08/30/business/did-fees-at-bayou-overwhelmClues to a Hedge Fund's Collapse [New York Times] — https://www.nytimes.com/2005/09/17/business/clues-to-a-hedge-funds-collapseSeveral Prominent Firms Invested in Bayou Hedge Funds [WSJ] — https://www.wsj.com/articles/SB112536690332726357State May Have $100 Million Of Bayou Funds [WSJ] — https://www.wsj.com/articles/SB112541229967826650Spotting a Bayou Before You Fall Into It [WSJ] — https://www.wsj.com/articles/SB112544063792727124Bayou Is Probed as Investors Seek Their Cash [WSJ] — https://www.wsj.com/articles/SB112493803797122773Suits Target Fund's Early Pullouts [WSJ] — https://www.wsj.com/articles/SB115621287849341876Bayou Investors Who Got Out Early Lose Their Bid [WSJ] — https://www.wsj.com/articles/SB118679292540994807Hedge-Fund Havoc: Missing Cash And a Principal's Suicide Note [WSJ] — https://www.wsj.com/articles/SB112509707359124571Robert Booth Nichols $10M Docket [CourtListener] — https://www.courtlistener.com/docket/4334434/united-states-v-israel-iii/Robert Booth Nichols Deposition [Archive.org] — https://archive.org/stream/RobertBoothNicholsDepositionSamIsraelCase/Robert+Booth+Nichols+deposition+-+Sam+Israel+case_djvu.txtHennessee Group Enforcement Action [SEC] — https://www.se...

The IPO window is reopening. M&A is picking back up. And a backlog of PE-backed companies that delayed exits in 2022 and 2023 are now under real pressure to move. Adam Olsen and Nicole Harger break down the dual-track exit, the strategy of running an IPO process and an M&A process at the same time, and what's driving renewed interest in it right now.This is part one of a two-part series. Part two goes operational: what the CFO and finance organization need in place, and how far in advance.In this episode:What a dual-track exit actually is, and why running both processes simultaneously creates leverage that neither path generates on its ownWho uses this strategy: PE-backed companies remain the dominant profile, but corporate carve-outs and growth-stage companies are increasingly exploring it tooWhy most dual-track processes end in M&A, and why that's often the intended outcome rather than a failure of the IPO trackThe market backdrop heading into summer 2026: improving conditions, a buildup of past-hold-period PE portfolio companies, and a more disciplined IPO market than 2020-2021Inside the IPO track: the S-1 process, the three-year audited financial statement requirement, PCAOB auditor considerations, carve-out accounting complexity, and realistic 12-18 month preparation timelinesInside the M&A track: the CIM process, strategic versus financial sponsor buyer dynamics, quality of earnings diligence, the working capital peg negotiation, and the gap between signed LOI and closeWhy the financial rigor required for IPO readiness is the same rigor that protects valuation in an M&A process, and why there's no shortcut on either side

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'.

The holding company behind Kiwibank is making an eleventh hour push for TSB before it's sold to Heartland. Toi Foundation trustees are due to vote tomorrow on progressing the $620-million-dollar deal. Kiwi Group Capital has doubled down on its desire to buy TSB after publicly revealing interest last week - calling its offer 'superior'. Massey University Accountancy and Finance head, Claire Matthews, says Kiwibank wants an opportunity to grow. "It's really just more of what they're already offering, and it's just concentrated in a particular part of the country - so it's not obvious why it would be particularly attractive." LISTEN ABOVESee omnystudio.com/listener for privacy information.

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.

Relaunch week of AI in the AM brings together highlights from four live mornings and nine guests, centered on who checks frontier AI, how wide the gap is between lab-internal systems and public access, where capabilities are landing, and who pays for the physical infrastructure beneath them. Adam Gleave of FAR.AI argues that agent-orchestrated attacks and agentic defenses are already forcing humans out of the loop, while current monitoring has missed the failures it was meant to catch. The discussion weighs misuse versus misalignment through cyber incidents, deceptive agent behavior in evaluations, safeguards like pretraining filtering, and why highly bio-capable open-weight releases pose a different kind of irreversible risk. Alex Turner adds a governance and military-use perspective from his resignation account at Google DeepMind, sharpening the stakes around independent evaluation, enforceable standards, and whether frontier labs can be trusted to grade their own models. For full show notes, links, and references, read the episode page:https://www.cognitiverevolution.ai/ai-in-the-am-weekly-highlights-relaunch-week-aug-17-20-2026/ Sponsors: Diffusion: Diffusion helps organizations build custom AI software factories that scale business outcomes, not just outputs. Cognitive Revolution listeners get a 25% service credit on their first engagement at https://diffusion.io/tcr Granola: Granola is an AI-powered notepad that securely transcribes meetings and turns rough notes into clean, structured action items. Try it free at https://granola.ai/tcr Deepgram Flux TTS: Deepgram Flux TTS brings lifelike AI voices with real personalities that handle interruptions, pauses, and natural conversation. Try all the voices free through September 12 at https://deepgram.com/keep-talking Claude: Claude is the AI collaborator for problem solvers, helping with writing, coding, financial models, strategy, and more. Get started with Claude and explore Claude Pro at https://claude.ai/tcr CHAPTERS: (00:01) Checking frontier agents (07:40) Misalignment and harms (Part 1) (12:52) Sponsors: Diffusion | Granola (15:49) Misalignment and harms (Part 2) (19:20) Auditing fragile access (Part 1) (27:38) Sponsors: Deepgram Flux TTS | Claude (29:43) Auditing fragile access (Part 2) (29:59) Military AI red lines (44:58) Raising safety standards (53:50) Internal capability gap (01:05:06) Enterprise agent economics (01:18:27) Cancer vaccines arrive (01:23:48) Emergency AI tools (01:28:59) Real time voice (01:37:51) App layer squeeze (01:44:52) Data center politics (01:52:31) Accounting agent supervision (02:06:25) Compute stack bottlenecks (02:19:47) Public consent pricing (02:28:12) Episode Outro (02:31:38) Outro PRODUCED BY: https://aipodcast.ing

Today we're going to venture outside real estate for a few minutes and talk about software. But this is really a discussion about business economics, and those principles apply to every industry.For the past twenty years, one of the most attractive business models in technology has been Software as a Service, or SaaS.Instead of buying software once, customers pay every month or every year. From the software company's perspective, this is wonderful. Revenue becomes recurring and predictable. Investors love recurring revenue, and software companies have been valued accordingly.But artificial intelligence may be starting to challenge the fundamental economics of that model.We recently conducted an audit of the software subscriptions inside our own business. Like many companies, we had accumulated numerous applications over the years. Accounting software, project management software, communication tools, document management, CRM systems, design tools, and numerous specialized applications.What became obvious was that we were paying for a tremendous amount of capability that we simply weren't using.In several cases we were subscribing to the highest tier because, at some point, somebody believed we needed one particular feature. When we looked carefully at actual usage, we discovered that the basic version accomplished virtually everything we needed.We downgraded several subscriptions and, in some cases, reduced the cost by more than fifty percent.Did productivity decline?Not at all.Suppose your company uses only ten percent of the functionality in a large project management platform.What if instead you built exactly the workflow your organization needs?Instead of changing your business process to accommodate somebody else's software, the software accommodates your business process.There is something very attractive about that.But before declaring the SaaS industry dead, we need to distinguish between development cost and lifecycle cost.----------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

Alicia hits the road with a series of "woman on the street" interviews recorded at BDO's Evolve conference, WAVE Seattle, and Scaling New Heights. This episode covers her question about the most impactful change attendees made this year, with answers ranging from hiring key staff and switching tax software to setting boundaries with clients and finding new ways to give back to the community, painting a picture of an industry investing as much in its people as its tech stack.Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilotKick.co - http://uqb.promo/kick(00:00) - Podcast Setup (01:18) - Giving Back Stories (02:06) - Big Goals Achieved (03:20) - Personal Growth Wins (04:45) - New Client Services (06:18) - Hiring And Delegation (08:43) - Tech Changes In Firms (10:50) - Wrap Up And Next Series (11:19) - Host Update And Training LINKSThe Conferences where these clips were recorded:BDO EVOLVE 2026: https://conference.bdoalliance.com/WAVE-Seattle: https://www.instagram.com/wave.seattle/Scaling New Heights: https://www.woodard.com/scaling-new-heights-2027-aboutAlicia's upcoming classes! Become a member of the OWLS for free automatic enrollment into all courses:AI in QBO: http://royl.ws/AI?affiliate=5393907Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907Customizing QBO: http://royl.ws/CustomizingQBO?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 

There are all sort of shenanigans going on, so we're here to discuss the accounting frauds, grifts, and tricks currently plaguing the market. We talk the financial structures being used to fund the booming AI industry, including debt, stock issuance, vendor financing, and special purpose vehicles, while highlighting the importance of recognizing financial "shenanigans" and understanding why companies choose different financing methods. We also explore accounting red flags, Wall Street incentives, government investment in companies like Intel, and lessons from past market bubbles. We also check the current trends in stocks, small caps, gold, oil, copper, Bitcoin, Japanese markets, bonds and more.  We discuss...  AI companies are using debt, stock issuance, and special purpose vehicles to fund the massive capital requirements of the AI boom. How vendor financing and factoring can signal potential cash-flow problems or financial stress. Companies may issue stock to raise capital, protect their balance sheets, or take advantage of elevated valuations. Lessons from the dot-com bubble and the risks of vendor financing and aggressive accounting practices. Wall Street's incentives can create bullish biases and discourage analysts from publicly criticizing companies. Government investment in strategically important companies like Intel can provide short-term support while creating longer-term concerns. The S&P 500 remains in an upward trend while the Nasdaq and technology stocks continue to consolidate within trading ranges. Small-cap stocks have been performing well despite receiving relatively little attention from investors. Gold, copper, oil, Bitcoin, and Japanese stocks were reviewed for their latest market trends and potential opportunities. Rising inflation could keep long-term interest rates elevated and create continued pressure on bond prices. The discussion emphasized favoring higher-quality, shorter-duration bonds given the risks surrounding interest rates and credit spreads. The growing U.S. government debt burden could create a difficult cycle of rising interest costs and additional borrowing. Federal Reserve wealth data showed a significant gap between average and median household net worth across age groups. Inflation can disproportionately hurt lower-wealth households because wealthier investors are better positioned to own assets that can rise with inflation.  Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss | Apprise Wealth Management Douglas Heagren | Mergent College Advisors Marc Walton | Forex Mentor Pro Tim Baker | Metric Fin Diana Perkins | Trading With Diana   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the full show notes at https://moneytreepodcast.com/accounting-fraud-grifts-and-tricks-843 

Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com   Join Clay Clark's Thrivetime Show Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com  **Request Tickets Via Text At (918) 851-0102   See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire   See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/  

In May, the SEC proposed two of the most significant changes to public company reporting in decades: a full restructuring of the filer status framework and an optional off-ramp from quarterly reporting. Adam Olsen and Nicole Harger break down what's actually in both proposals and what finance leaders should be doing while the comment window is still open.In this episode:How the filer status framework drifted over 20 years, and why the SEC is collapsing five categories down to two: large accelerated filer and non-accelerated filerThe new $2 billion threshold (up from $700 million) and the two-year measurement lock that gives companies near the line real visibility before a status change hitsWhat non-accelerated filer status actually means: the 404(b) audit attestation exemption, scaled-back executive compensation disclosure, and the new opt-up flexibility to voluntarily keep stricter requirementsThe five-year mandatory on-ramp for newly public companies, and how it changes IPO readiness planning and S-1 financial statement requirementsThe companion semi-annual reporting proposal: the new Form 10-S, what stays the same (8-Ks, earnings releases), and why market practice may not shift even if the rule doesPractical complications to watch: credit agreement covenants, underwriter comfort with older financials, exchange listing requirements, and the audit committee conversation around what fills the gap if 404(b) goes away

This book opened a door and no one could ever close that door again.Today we meet Patrick Doyle and we're talking about the queer book that saved his life: Our Lady of the Flowers by Jean Genet.PLEASE NOTE: This is an explicit book and so our episode is too. There is strong sexual content.Patrick Doyle writes queer fiction, ranging from romance to mystery to thrillers and science fiction to just plain fiction. His stories depict gay men facing the challenges of living and loving in today's world. His previous novels include Pierre and Bill, Beau's Dilemma, and Jordi's Day. His latest novel, Bill & The Kid: A Queer Family. A Troubled Child. A Secret. A Crime comes out on October 1, 2026.Our Lady of the Flowers is considered Genet's masterpiece. It is a lyrical portrait of the criminal underground of Paris and the thieves, murderers and pimps who occupied it. Genet approached this world through his protagonist, Divine, a male transvestite prostitute. In the world of Our Lady of the Flowers, moral conventions are turned on their head. Sinners are portrayed as saints and when evil is not celebrated outright, it is at least viewed with a benign indifference.Connect with Patrickwebsite: patrickdoylewrites.comgoodreads: @Patrick_DoyleOur BookshopVisit our Bookshop for new releases, current bestsellers, banned books, critically acclaimed LGBTQ books, or peruse the books featured on our podcasts: bookshop.org/shop/thisqueerbookBuy your copy of Our Lady of the Flowers here: https://bookshop.org/a/82376/9780802130136Become an Associate Producer!Become an Associate Producer of our podcast through a $20/month sponsorship on Patreon! A professionally recognized credit, you can gain access to Associate Producer meetings to help guide our podcast into the future! Get started today: patreon.com/thisqueerbookCreditsHost/Founder: John ParkerExecutive Producer: Jim PoundsAssociate Producers: Archie Arnold, K Jason Bryan and David Rephan, Bob Bush, Natalie Cruz, Troy Ford, Jonathan Fried, Joe Perazzo, Bill Shay, Sean Smith, and Karsten VagnerPatreon Subscribers: Stephen D., Stephen Flamm, Ida Göteburg, Thomas Michna, Sofia Nerman, and Gary Nygaard.Creative and Accounting support provided by: Gordy EricksonQuatrefoil LibraryQuatrefoil has created a curated lending library made up of the books featured on our podcast! If you can't buy these books, then borrow them! Link: https://libbyapp.com/library/quatrefoil/curated-1404336/page-1Real quick: yes, you too can be a guest on our podcast! If you have a queer book that had a life-saving impact for you, then please visit thisqueerbook.com and fill out the form on the homepage! Looking forward to hearing back from you!Support the show

Linux Kernel Process Accounting https://isc.sans.edu/diary/Linux%20Kernel%20Process%20Accounting/33240 ShieldBreak - Windows Defender 0day vulnerability https://git.projectnightcrawler.dev/NightmareEclipse/ShieldBreak/src/branch/main Microsoft SharePoint JWT Token Authentication Bypass (CVE-2026-55040) https://www.rapid7.com/blog/post/ra-microsoft-sharepoint-jwt-token-authentication-bypass-cve-2026-55040/ California law puts digital fingerprints on AI fakes https://digital-strategy.ec.europa.eu/en/policies/eu-icons-labelling-ai-generated-content https://support.claude.com/en/articles/16266773-how-claude-marks-ai-generated-content My Upcoming Classes https://www.sans.org/profiles/dr-johannes-ullrich

Alicia and Matthew "Spot" Fulton break down the August pricing changes and the features behind them, from smarter bank feed matching and locked parent accounts to Bill Pay Elite now included in Advanced at no extra cost. Alicia also shares her own list of under-the-radar upgrades, like invoice deposits held as true liabilities and drag-and-drop bill capture, that she used to answer a Redditor questioning the price hike, plus a fraud warning on why bill approval workflows are worth turning on now.Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilot(00:00) - Cold Open and Introductions (00:34) - Where's the Beef Pricing vs Features (01:48) - Interface Changes and Faster Fixes (03:03) - Canny Board and Feature Feedback (04:24) - How We Message Clients (05:59) - Pricing FAQ Article Walkthrough (06:26) - Bank Feeds Smarter Categorization (08:15) - PayPal Matching and Duplicates (09:15) - Docs Requests and Bank Feed Tweaks (09:59) - Lock Parent Accounts (10:25) - Invoicing Automation and Reminders (11:20) - Bulk Edits and Payment Alerts (11:46) - Intuit Experts and Expense Policies (14:08) - Modern Reports and Management Packs (14:37) - Intuit Assist Business Intelligence (15:57) - KPIs Dashboards for Essentials Plus (16:54) - What's New in QBO Advanced (17:03) - Advanced Reporting Suite Forecasting (17:41) - Bill Pay Elite Included in Advanced (18:28) - Construction and Project Features (19:30) - Continuously Clean Books Explained (20:54) - New Pricing Table Breakdown (21:47) - Which AI Features by Tier (24:07) - Intelligent Onboarding and Add Ons (25:06) - Bill Pay Basic vs Elite and ACH (26:12) - Affirm Buy Now Pay Later (27:27) - Autopilot Invoicing Beta (27:58) - Unprocessed Payments Warning (29:56) - Pricing Tiers Recap (31:12) - When Price Changes Hit (33:25) - Bill Pay Pricing Overhaul (35:11) - Fraud Prevention Workflows (36:56) - ProAdvisor Discounts Notes (37:50) - Features Justify Increase (38:47) - Customer Hub And Scheduling (39:57) - Deposits And Recurring Payments (41:46) - Inventory And Banking Feeds (43:23) - Drag And Drop Bill Capture (45:53) - Custom UI And Smart Search (47:18) - Modern Reports Resolution Center (49:23) - Wrap Up Classes And Projects LINKSNew QuickBooks Pricing: https://www.firmofthefuture.com/product-update/quickbooks-price-changes/August Product Updates: https://www.firmofthefuture.com/product-update/quickbooks-online-improvements-august-2026/#feedbackAlicia's upcoming classes:Intuit Enterprise Suite, Aug 19 but date might change: http://royl.ws/intuit-enterprise-suiteBattle of the Books - QBO vs. Xero, sponsored by Xero: https://xero.zoom.us/webinar/register/4717843154915/WN_jWTalQhPSka8DGL2mQerIA#/registrationAI in QBO: http://royl.ws/AIIntuit Accountant Suite in Sept: http://royl.ws/IASWe 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 

A conbination of heat and rising energy prices are hitting food producers with what has been termed a 'polycrisis of costs'. To talk about the latest inflation figures, UCC Lecturer in Accounting, Dr Oliver Browne.

How do you start getting paid for advice you've always given away for free? You give it a name, a price, and a deliverable, and make it a thing. Kathy Hayden did exactly that, then went further and built a digital product that's now for sale straight off her website. In this episode, hear how "making it a thing" works, why the ancillary benefits matter more than any sale, and how niching into retirees keeps tax season peaceful and prices going up.…Link to full shownotes: https://www.businessstrategyforcpas.com/398…Want the skinny on pricing?If you feel trapped by your own accounting firm, it's not because of the work – it's how you've priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It's free, and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want to hear what works, from 57+ clients?Check out the Client Success Stories podcast: LISTEN »

For this #GWIC roundtable episode, Lisa Fine and Ellen Hunt spoke with two renowned experts, Francine McKenna and Ursula Schmidt, about what Ethics & Compliance professionals should learn from recent accounting firm scandals in Australia. Listen in as our guests help us unravel: why similar scandals keep happening, how the incentives and pressure at play in these scandals are universal, the important role that culture plays, how auditors and others should live up to their professional standards, and why we still ignore those that bring issues forward. There are lessons in these scandals for every #Ethics and #Compliance professional on how to improve your culture and program. A huge thank you to Francine and Ursula for sharing their insights, expertise, and wisdom with us.

A flamboyant adventurer known for exaggerating his military exploits returns to Great Britain with tales of a new land of opportunity on the Mosquito Coast.SponsorsC&R Consulting - https://ohmyfraud.promo/cnr Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CEDownload the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email support@earmarkcpe.com.CONNECT WITH CALEBTwitter: https://twitter.com/cnewquistLinkedIn: https://www.linkedin.com/in/calebnewquist/Sources:Did you read? [r/portlandia]Gregor MacGregor [Wikipedia]The Land That Never Was: Sir Gregor MacGregor and the Most Audacious Fraud in History [Sinclair, David (2004)]David Sinclair - The Sun sub who became a prolific author [The Guardian]Amelia Island affair [Wikipedia]Memoirs of Gregor M'Gregor [Rafter, M. (1820)]Proceedings of an Inquiry and Investigation instituted by Major-General Codd, His Majesty's Superintendent and commander-in-chief at Belize, Honduras, Relative to Poyais [Daniel Crouch Rare Books]Gregor McGregor and the Colonization of Poyais, between 1820 and 1824 [The Hispanic American Historical Review, Vol. 7, No. 4 (Nov., 1927), pp. 438-459 via JSTOR]The king of con-men [The Economist via Wayback Machine]List of ships of the Poyais scheme [Wikipedia]Poyais land grant for 60 acres from Gregor MacGregor, April 1834 [University of Edinburgh]Sketch of the Mosquito Shore, Including the Territory of Poyais [Daniel Crouch Rare Books]Poyais Loan No. A551 One Hundred Pounds. [Daniel Crouch Rare Books]Poyaisian Royalty: A George IV silver seal box, John Jago, London, 1823 [Sotheby's]

     Lamekia Davis of Chicago, IL, is a nonprofit executive, financial literacy advocate, elected official, speaker, and entrepreneur.  She is also dedicated to empowering communities through education, mentorship, and economic opportunities.  Lamekia serves as the Founder and CEO of the Heyy Girl Foundation and Lamekia Davis Global Enterprise.  She is the visionary behind several initiatives focused on youth development, financial literacy, leadership, and wealth building.        Through the Heyy Girl Foundation and LDG Enterprise, Lamekia provides mentorship, youth empowerment programming, financial literacy education, leadership development, workforce readiness training, and community outreach initiatives. One of her signature initiatives is Wealth Warriors, a financial literacy platform and curriculum designed to teach children and teens about saving, budgeting, entrepreneurship, investing, and building generational wealth in an engaging and culturally relevant way.  Lamekia also leads Lamekia Davis Global, which focuses on leadership development, financial literacy education, speaking, consulting, and wealth strategy initiatives.        In addition to the products and services mentioned, she also offers Financial literacy workshops and assemblies for schools, youth mentorship programs, parent and family engagement programs, leadership and empowerment conferences, coaching and consulting, community partnership initiatives, and speaking engagements and training sessions.  "Our mission is to equip individuals with the tools, confidence, and knowledge necessary to thrive personally, professionally, and financially," she says.        With more than 20 years of experience spanning banking, nonprofit leadership, community engagement, and business development, Lamekia has built a reputation as a transformational leader and "solutionist".  In her capacity, she has successfully developed pipelines to prosperity for underserved communities. She currently serves as a Board Member for Rich Township High School District 227.  Additionally, she has served as Chair of the Park Forest Youth Commission.      Lamekia is a proud mother whose passion for legacy, faith, and service deeply influences her work and mission.  She earned her Bachelor of Arts in Business Administration with a minor in Accounting from Robert Morris College. She is currently pursuing her Master's Degree in Leadership.  Throughout her journey, she has been recognized with numerous honors, including the Presidential Lifetime Achievement Award, the Peggy A. Montes Cook County Unsung Heroine Award, and recognition as a Woman of Excellence honoree.           Lamekia shares that her journey in business began from a personal experience.  "As a teen, I experienced homelessness, instability, and adversity firsthand. Those experiences shaped my heart for service and gave me a deep understanding of what many young people and families silently endure.  I knew early on that if I ever made it through those difficult seasons, I wanted to help others do the same. The vision for the Heyy Girl Foundation was born out of a desire to create safe spaces, mentorship opportunities, and pathways to success for young girls and underserved communities."        She adds that her background in banking and finance further revealed how many families lack access to financial education and wealth-building tools. That realization inspired Lamekia to merge mentorship with financial literacy, which ultimately led to the development of Wealth Warriors and other empowerment initiatives.  "Everything I build is rooted in legacy, impact, and creating opportunities that I wish existed for me growing up," she says.     Lamekia says what she loves most about what she does is watching people transform. "There is nothing more rewarding than seeing a young person discover their confidence, a woman realize her potential, or a family begin to break generational cycles.  I love being able to inspire people while also giving them practical tools to change their lives. Motivation without strategy only goes so far, so I take pride in creating programs that not only encourage people emotionally but also equip them financially, mentally, and professionally.  I also love creating. Whether it is building programs, developing curriculum, mentoring youth, speaking, or launching new initiatives, I enjoy bringing vision to life in ways that create lasting impact."      Accomplishing what Lamekia has in her career hasn't come without some challenges.  Yet, she has pressed her way through and kept her sights on completing her mission.  She says that one of the biggest challenges in nonprofit and community-based work is sustainability.  "Often, the need is far greater than the resources available.  Balancing vision, funding, staffing, programming, and growth can be challenging," she says.  Another challenge has been navigating spaces where innovation and bold ideas are not always immediately embraced.  "Building something meaningful requires resilience, patience, and the ability to continue moving forward even when people do not initially see the vision," Lamekia shared.      She has managed these challenges through faith, strategic partnerships, consistency, and a willingness to continuously learn and evolve.  "I believe strongly in collaboration and community. No major vision is built alone.  Most importantly, I have learned that setbacks are often preparation for greater opportunities," she says.        Life experiences, Lamekia says, have impacted her tremendously. She also says that her son and daughter have been one of her greatest motivations.  "My children remind me daily why legacy matters and why it is important to build something bigger than yourself."  Lamekia has also been impacted by mentors, community leaders, educators, and women who led with strength and grace despite adversity.  "Their examples showed me what leadership, perseverance, and service truly look like," she says.         Lamekia shares that she draws inspiration from people who create impact beyond themselves.  This includes individuals who use their gifts, influence, and platforms to change lives and open doors for others.  "I am inspired by visionary leaders, entrepreneurs, educators, faith leaders, and community builders who continue showing up despite obstacles. I especially admire people who are committed to building generational wealth, strengthening communities, and leaving meaningful legacies," she says.        While she has encountered some hurdles along her journey, Lamekia says there isn't much she would change about the way things have happened, because every challenge taught her something valuable. "Some seasons stretched me, humbled me, and forced me to grow in ways success alone never could.  If anything, I would have learned earlier to trust my vision more, move with greater confidence, and not underestimate the value of my voice, expertise, and ideas.  I would have prioritized rest and balance sooner. As entrepreneurs and leaders, we sometimes spend so much time pouring into others that we forget to care for ourselves."      Looking ahead, Lamekia plans to continue to grow the Heyy Girl Foundation and Wealth Warriors into nationally recognized platforms focused on financial literacy, mentorship, and youth empowerment.  She is also working on larger community development initiatives that will provide educational programming, leadership development, and supportive resources for families and youth.  "Moving forward, I plan to continue expanding my speaking, consulting, and educational platforms while pursuing opportunities in public leadership and policy advocacy.  Ultimately, my goal is to build institutions, programs, and opportunities that create lasting change for generations to come," she says.   To learn more about Lamekia Davis, please visit her website at  www.lamekiadavisglobal.com   To learn more about Huami Magazine, please visit our website at www.huamimagazine.com   To purchase some delicious brittle from Papa's Brittle, please visit their website at www.papasbrittle.com    

The deal announcement is just the beginning. In Episode 2 of their two-part series, Embark's Nicole Harger and Adam Olsen get into the accounting and reporting mechanics that determine whether a de-SPAC actually succeeds on the other side of closing. The complexity surprises even experienced finance teams. This episode is the preparation they wish they'd had.In this episode:What public company readiness actually means for a private target, and why the de-SPAC process tests it rather than creates itPCAOB audit requirements, Reg S-X compliance, and the finance function capacity demands that can't be built during the transactionThe accounting acquirer determination under ASC 805: why the legal acquirer and the accounting acquirer are often different entities, and why it mattersHow redemption scenarios can flip the accounting acquirer conclusion, and what that means for pro forma financial statementsReverse recapitalization mechanics: no goodwill, no fair value step-up, and why the operating company's history becomes the combined entity's historyWarrant classification under ASC 480 and ASC 815-40: the 2021 restatement wave, what triggers liability classification, and the quarterly income statement consequences that followEarnout accounting: when it's compensation under ASC 718, when it's contingent consideration, and how liquidity event triggers can create mark-to-market exposureThe Form S-4/merger proxy, the Super 8-K's four-business-day clock, and why that deadline has no exceptionsICFR obligations post-closing: why de-SPAC companies don't get the newly public company grace period, and what that means for the first annual reportIf you haven't listened to Episode 1 yet, start there. The deal structure decisions covered in Episode 1 and the accounting consequences covered here are more connected than they might seem.

In this episode of Bliss to Abundance, Cyndi welcomes Rhonda from Strategic Taxes, a certified travel professional and certified travel agency owner, for an in-depth conversation about accounting, tax planning, and financial strategies for travel advisors.Rhonda and Cyndi break down what new business owners need to know when setting up their travel business, from choosing the right business entity and separating personal and business finances to maintaining accurate records and working with qualified tax professionals. They also explore common deductions travel advisors may be able to take, including home office expenses, business travel, mileage, equipment, healthcare, and other costs associated with running a travel business.The conversation goes beyond deductions to explore the importance of thinking like a business owner. Rhonda shares how proper financial planning can support business growth, future purchases, and long-term financial goals while helping advisors become better stewards of their businesses.Resources Mentioned:Wanderlust CampusWander Beyond AfricaKey Topics Covered:Choosing the right business entity for your travel businessWhy separating personal and business finances mattersRecord keeping and staying organized for tax timeThe difference between being a contractor and operating as a business ownerCommon business deductions for travel advisorsHome office and business-use-of-home deductionsUnderstanding business travel deductionsHealthcare expenses and business structure considerationsPlanning deductions around major financial goalsWhy showing a profit can matter when preparing for major purchasesHow to use financial numbers to plan for the rest of the yearBuilding better financial habits and business-owner mindsetWorking with accountants, CPAs, tax professionals, and other financial professionals

Professor Crawford Spence is a Professor of Accounting at King's College London and an experienced researcher and educator across an array of business disciplines with specific expertise in financial service professions. He is a genuinely international scholar, having lived and taught on a number of continents and also happens to have been my PhD supervisor. His most recent book is Inertia – Purposeful Inefficiences in Financial Markets (co-authored with Yuval Millo and James Valentine), and our podcast explores some of the books main themes and assertions here. We start with the idea of purposeful inertia – as it exists between different groups within the financial sector – explore what is this and is it ever likely to be broken? We discuss the “ossified ideas”  that he had in mind when thinking about this.  Digging deeper into inertia we ask if inertia and long-term relationships facilitate the building of trust and validation networks? The research is particularly focused on the social structures that support our economic systems, and we ask how these are shifting particularly with AI and/or hybrid working? Finally we ask if everything in financial markets is noise and end by discussing whether he believes in any form of investment alpha.The Fiftyfaces Podcast is supported by Franklin Templeton and Alvine Capital. Franklin Templeton is a global investment management firm that provides a broad range of investment solutions, including mutual funds, ETFs, alternative investments, wealth management, and technology-enabled financial services. Founded in 1947, the firm manages approximately $1.8 trillion in assets under management (AUM) and serves individual and institutional investors across more than 150 countriesFounded in 2005, Alvine Capital is a European focused private capital advisory and placement agent that provides capital raising services to investment managers. From its base in London and its office in Stockholm it creates bespoke capital raising programs that blend appropriate investor targeting and sophisticated marketing to deliver a fundraise aligned with institutional expectations.

AI is forcing every customer experience leader to choose: chase efficiency at any cost, or scale service without losing the human heart. Jeannie Walters sits down with Vincent Davis, Chief Customer Officer and SVP of Customer Experience at PG&E, to unpack what it takes to build empathy, accountability, and trust in a world where automation is everywhere and customer patience is thin.We dig into Chewy's approach to empathy at scale, and why values beat hype in an AI strategy. Customers don't feel your intentions, they feel the experience, especially during outages, service interruptions, and billing issues. We look at crisis readiness through United Airlines' handling of irregular operations, then dig into PG&E's work across digital channels, contact centers, billing, and insights. Vincent explains how an IVR named Peggy boosts containment and satisfaction while freeing agents for higher-impact work. We also cover customer obsession, employee experience, process simplification, and why customers measure every brand against the best they've had, from Amazon to Uber.If you care about customer experience strategy, AI in the contact center, proactive communication, and building trust when things go wrong, subscribe, share this with a CX leader, and leave a review with your biggest question about empathy and automation.About Vincent DavisWith more than two decades of experience in the energy industry, Vincent Davis leads with the conviction that customer experience is not one department's job, but a standard for the entire company.As Chief Customer Officer at PG&E (https://www.pge.com/), one of the largest customer experience organizations in the utility industry, he leads a team of roughly 2,000 coworkers, overseeing more than $22 billion in annual revenue and a portfolio of programs and products spanning everything from smart meters and billing to digital channels and customer service.Davis is the driving force behind Customer at the Heart, PG&E's award-winning initiative that has changed how the company approaches customer experience, with the mantra that the company will build trust by delivering a 10 out of 10 experience in every interaction. He believes customer trust is earned by being present in the communities PG&E serves and ensuring customer voices are reflected in business decisions. Davis's path to this role has taken him through nearly every part of the customer function, from leading PG&E's Energy Efficiency Programs group to directing a $1 billion demand-side management portfolio and spearheading an $850 million Advanced Meter Replacement initiative.Earlier in his career at Duke Energy, he led the Envision Charlotte program, a public-private sustainability partnership recognized by the Clinton Global Initiative.He holds a Bachelor of Science in Accounting from the University of South Carolina and an MBA from Queens University of Charlotte. He has executive management certifications from Stanford and UNC Chapel Hill. In 2022, he received the Leadership Excellence Award in Energy at the Energy Inclusion Conference.Follow Vincent on LinkedIn: https://www.linkedin.com/in/vincent-davis-6436a01Articles Mentioned:- Chewy's CEO Is Chasing ‘Empathy at Scale' (Inc) -- https://www.inc.com/stephanie-mehta/chewys-ceo-is-chasing-empathy-at-scale/91358987- Amazon Connect Customer Brings Live Sync and the Agentic CX Designer to CCW – Here Is Why That Matters (CX Today) -- https://www.cxtoday.com/ai-automation-in-cx/amazon-connect-customer-brings-live-sync-and-the-agentic-cx-designer-to-ccw-here-is-why-that-matters/- KeyBank modernizes its digital experience with customer relationships front and center (CX Dive) -- https://www.customerexperiencedive.com/news/keybank-modernizes-digital-experience-customer-relationships/823575/Resources Mentioned:Order your copy of Experience Is Everything -- http://experienceiseverythingbook.comExperience Investigators Website -- https://experienceinvestigators.comEnjoyed the show? Subscribe, share with your team, and leave a quick review to help others find us. Leave your review at ratethispodcast.com/xact.Want to ask a question? Visit askjeannie.vip to leave Jeannie a voicemail! (And don't forget to follow Jeannie Walters, CCXP, CSP on LinkedIn!)

In Today's Episode: Host: Brandon Elliott,  https://zez.am/brandonelliottinvestments Guest: Amar Patel Cost Seg Studies could be you Next Big Tax Savings | Ready, Set, Go! Podcast Welcome back to the Ready, Set, Go! Real Estate Investing Podcast with your host, Brandon Elliott! In this episode of the Ready, Set, Go! Real Estate Investing Podcast, host Brandon Elliott sits down with Amar Patel Amar is a licensed CPA based in the Atlanta, Georgia area with over 22 years of experience in the accounting industry. Graduating from the University of Tennessee with a degree in Finance and Accounting, Amar has spent his career mastering advanced tax planning strategies to help real estate investors legally keep more cash in their pockets. Amar doesn't just talk the talk; he walks the walk! He is an active real estate investor with a personal portfolio that includes three residential properties and two commercial properties (a retail center and a warehouse). For the last 6 years, he has been an essential part of CCBC, specializing in cost segregation to help investors front-load their depreciation and save a boatload on taxes. ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Resourceful Links:  How To Get Up To $500,000 Every 6 Months At 0%: https://www.creditcounselelite.com/ Get Your Most Accurate Credit Report:https://myfreescorenow.com/enroll/?AID=COUNSELELITELLC&PID=18983 Best Credit Cards: https://milevalue.com/best-credit-cards/?aff=cce Free Credit Education Resources: https://creditcounselelite.com/articles Guide to Taking Massive Action: https://amzn.to/2IZMN8Z LEARN MORE CLICK HERE: https://www.creditcounselelite.com/fb-start-here ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Meet Your Host, Brandon:  Brandon Elliott went from being off track finding himself on house arrest and burning 40% of his body to getting on track reaching $8.5 million in Assets and being acknowledged part of the "Top 100 Yahoo Finance" by using Credit Cards to buy small multi-family and scaling his businesses using the exact strategies taught in Credit Counsel Elite (CCE). CCE teaches business owners how to get up to $500,000 every 6 months at 0%. By being a member with CCE, you get to learn how to Travel Hack, get access to the 800 FICO Score Club in 30 days or less, fix credit quickly, receive $5K-15K+ of free sign up bonuses, buy Real Estate with Credit Cards, deep dive into Business Credit and Personal credit. To learn more visit: https://www.creditcounselelite.com/ ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Connect with Brandon Elliott:  Facebook: https://www.facebook.com/brandonelliottinvestor YouTube: https://www.youtube.com/@BrandonElliottInvestments Instagram: https://www.instagram.com/brandonelliottinvestments LinkedIn: https://www.linkedin.com/in/brandon-elliott-6b1643148

Send us Fan MailIn the conclusion of our conversation with Lee Moore and Blake, Technical Director at AIS Water, we examine what it takes to make saltwater chlorination work reliably in demanding commercial environments.Commercial pools cannot be managed by reacting to every change with another drum of chemicals. Like steering a cruise ship, water chemistry requires calculated adjustments, accurate information, and equipment sized for the facility's actual operating conditions.The conversation covers the difference between ORP and direct free-available-chlorine measurement, on/off versus proportional chlorinator control, and how properly sized systems respond to sudden increases in bather load. Lee and Blake also explain why some facilities retain liquid or granular chlorine as backup sanitation—even when onsite chlorine generation handles nearly the entire demand.We also challenge some persistent assumptions about saltwater pools. Modern commercial systems can operate at salt concentrations as low as approximately 950 ppm, opening the door for indoor pools, facilities with natural stone, and other applications where corrosion concerns have discouraged saltwater chlorination.Finally, we look behind the marketing of “mineral pools.” Magnesium and potassium salts may change how the water feels, but the sanitation still comes from chlorine produced through electrolysis. Minerals do not replace the sanitizer.Topics discussed include: Why commercial chlorination begins with accurate system sizing  Accounting for sunlight, bather load, turnover, and unusual applications  Why water stability is more important than constant chemical correction  Direct free-chlorine probes versus traditional ORP control  On/off and proportional 4–20 mA chlorinator control  Responding automatically to sudden increases in bather load  Cell operation, reversing cycles, and expected service life  Using liquid or granular chlorine as secondary sanitation  Reducing chemical handling without removing backup infrastructure  Liquid chlorine degradation, declining strength, and chlorate concerns  Commercial chlorination at approximately 950 ppm salt  Saltwater systems for indoor pools and natural-stone environments  What “mineral pool” marketing gets right—and what it leaves out  The roles of magnesium and potassium in swimmer comfort and water appearance  Why mineral pools are still chlorine pools If you operate, specify, design, or service commercial aquatic facilities, this episode offers a practical look at building a chlorination system around stability, predictable demand, and intelligent control—not chemical firefighting. Support the showThank you so much for listening! You can find us on social media:FacebookInstagramTik TokEmail us: talkingpools@gmail.com

Roger and Annie take a midyear look at how the IRS is holding up: call center struggles, a wave of CP2000, CP05, and CP14 notices, and the sudden departure of top Treasury tax official Ken Kies. They break down the new automatic penalty abatement replacing the old first-time abatement process, updates to Trump accounts, and a long list of OBBBA provisions kicking in for 2026, from the educator expense deduction to a higher 1099-K threshold. They close with practical tips for managing the fall extension crunch and a prediction on whether the TAS Act clears its Senate Finance Committee markup.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 episodeChapters(00:00) - Welcome and Catch Up (00:31) - Summer Tax Conference Circuit (04:06) - Why IRS Phones Struggle (06:22) - Digital Self Service Push (08:44) - Staffing Tech and Leadership Shift (12:34) - Tips and Overtime Reporting 2026 (14:39) - Refund Notices and Paper Checks (16:53) - Most Common IRS Notices (21:05) - Trump Accounts Guidance Update (24:03) - Kwong Case Status and Deadlines (27:00) - Fall Extension Survival (28:43) - Client Info Deadlines (31:13) - Systems and Automation (33:07) - Midyear Client Touchpoints (34:00) - Advisory in AI Era (35:21) - Automatic Penalty Relief (38:00) - AEP Tradeoffs Explained (42:36) - Key Changes for 2026 (45:59) - Business and Reporting Updates (48:50) - TAS Act Outlook (53:43) - Conference Plans and Farewell 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.

Rob Brown pulls together direct quotes from Chris Jones, Randy Nail, Sean Spitzer, David Emmer, Richard Lynch, Randy Johnston, Chelsea Summers, Richard Kopelman and Jason Miller to reveal five consistent patterns emerging across nine very different firms.Compliance is not the strategic question anymore. Pricing, capacity and culture are. This episode shows where the leaders agree, where they diverge, and what it means for the second half of the series.Sponsored by FieldGuide, Instead, Carbon, Digits and Filed, the technology partners helping accounting firms bridge the gap between AI ambition and operational reality

QuickBooks Live is officially retired, and Alicia sits down with Dan DeLong and Matthew Fulton to unpack what replaces it: Intuit Experts, a narrower set of services built directly into QBO Simple Start and above. They walk through the new Books Check-In, Smart Expert Categorization, and Expert Books Upkeep offerings, how the accountant-attached toggle works, and why onboarding still applies to every new client regardless of status. They also dig into the Intuit ProPartner Accountants program launching in 2027 and what firm-billed versus client-billed accounts mean for who controls what.Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilotKick.co - http://uqb.promo/kick(00:00) - Welcome and Setup (01:12) - QuickBooks Live Ends (02:47) - What Makes an Expert (07:08) - Firm of the Future Article (11:03) - Who Intuit Experts Serve (13:41) - Pro Partner Matching Network (15:35) - Services Built Into QBO (17:31) - Breaking Down New Services (21:36) - Consent and Default Off (25:57) - Intelligent Onboarding (28:50) - Cross Sell and Workforce (34:18) - Do They Compete With Firms (38:16) - Marketing Toggle Recap (38:52) - Unknown Accountant Status Rules (40:17) - Overlap Services Confusion (43:52) - Onboarding Versus Suppression (45:52) - Where Controls Live (46:28) - Client Versus Firm Billing (49:55) - Expert Hub Visibility (52:51) - QuickBooks Live Rebrand (56:39) - Why Intuit Changed Course (59:42) - What To Do Now (01:05:11) - ProPartner And Suite Updates (01:06:40) - Wrap Up And Community (01:07:32) - Hosts Updates And Outro LINKSIntuit Experts Shift: https://www.firmofthefuture.com/product-update/intuit-experts-and-accountant-controls/Intuit Experts Onboarding: https://quickbooks.intuit.com/r/bookkeeping/quickbooks-onboarding/Alicia's upcoming classes:3rd Party App Exploration, Aug 12: http://royl.ws/3rdpartyIntuit Enterprise Suite, Aug 19: http://royl.ws/intuit-enterprise-suiteBattle of the Books - QBO vs. Xero, sponsored by Xero: https://xero.zoom.us/webinar/register/4717843154915/WN_jWTalQhPSka8DGL2mQerIA#/registrationAI in QBO: http://royl.ws/AIIntuit Accountant Suite in Sept: http://royl.ws/IASDan's School of Bookkeeping blog on AI/Claude:Connect Claude to QuickBooks Online?: https://www.schoolofbookkeeping.com/blog/QBOClaude What Specifically can Claude do in QuickBooks Online: https://www.schoolofbookkeeping.com/blog/what-specifically-can-claude-do-in-quickbooks-online No, AI Isn't Coming for Your Bookkeeping Job: https://www.schoolofbookkeeping.com/blog/AIinAccounting1 The Blind Spots Automation Can't See (Yet): Where QuickBooks AI Still Needs a Human: https://www.schoolofbookkeeping.com/blog/AIinAccounting2 How to Become the Human Your Clients (and Their AI) Actually Need: https://www.schoolofbookkeeping.com/blog/AIinAccounting3 Schoolofbookkeeping YouTube: https://snip.ly/SOBYTFree Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayQB Power Hour: https://www.qbpowerhour.com/ We 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 

Episode 3338 of the Vietnam Veteran News Podcast will feature a press release about the identification of another Vietnam War MIA. The featured story is titled: Pilot Accounted For From Vietnam War (Renelt, W.). It appeared on the DPAA website. … Continue reading → The post Episode 3338 – Vietnam War MIA identified by the Defense POW-MIA Accounting Agency first appeared on Vietnam Veteran News.

A three-inch baboon bone bearing twenty-nine deliberate incisions was pulled from a South African mountain range in 1970. It is approximately 43,000 years old, and microscopic analysis shows the notches were made over time with different cutting tools, meaning someone was tracking something and coming back to update the record. It is the oldest known dataset in the world. Twenty thousand miles away and twenty thousand years later, temple administrators in Mesopotamia were pressing small clay tokens into wet clay to record quantities of grain and livestock, and in doing so they accidentally invented writing. Both were doing the same thing: turning observations into symbols that could outlast the observer. Both were creating data. And both were laying the foundation for every census, ledger, algorithm, and surveillance system that followed. Today's guest is Roopika Risam, author of Data Empire: The Power of Information to Organize, Control, and Dominate. We discuss how the Bronze Age collapsed in part because its diplomatic information network couldn't transmit clay tablets fast enough to coordinate a response to simultaneous crises, how Phoenician miners who couldn't read hieroglyphics invented the alphabet out of necessity in a Sinai desert mine, and why Qin Shi Huang's true immortality was not his terracotta army but his bureaucracy, the first government to treat data verification as a core function of the state. We look at how Herman Hollerith's punch card tabulator for the 1890 census became IBM and made human identity machine-readable. Risam argues that the digital age did not create data's power but inherited it, and that every algorithm processing our lives today carries the DNA of 43,000 years of counting, classifying, and controlling.See omnystudio.com/listener for privacy information.

AI agents can write code for hours, but ask them to do real work in the real economy, and they break. Mitch Troyanovsky is co-founder of Basis, a unicorn AI company whose agents run autonomously for hours — sometimes days — completing complex tax returns end to end. His answer to the reliability problem: stop grading outcomes, and start supervising the process.This is a definitive, reference-style conversation on building long-horizon AI agents. Mitch walks through the full history — from ReAct and the AutoGPT crash to reasoning models and RLVR — and explains why the industry abandoned process supervision in 2023, and why it's now coming back at a completely different scale. We go deep on behavior specs, the open standard Basis just released with Braintrust for defining and evaluating how agents behave across entire trajectories, with no ground truth required.Along the way: why context is really runtime training data, why your documentation must be treated like a codebase, ontologies as "worlds for agents to live in," the judge-as-agent architecture, why Basis hires philosophy majors as Language Architects, deploying agents as "onboarding 300 brilliant alien employees," and Mitch's prediction for when the bitter lesson swallows the harness.(01:09) Why Basis Engineers Whisper to Their Agents(04:12) Accounting as Compression: an Intelligence Layer Over the Economy(06:11) Defining Long-Horizon: When You Exceed the Context Window(08:24) Anatomy of a Multi-Day Autonomous Trajectory(10:19) Handoff Design: Optimizing Output for the Reviewer(11:17) ReAct and Why Reasoning Must Regulate Its Own State(12:33) Large Working Memory, No Long-Term Memory(14:13) Compounding Errors: Why AutoGPT and BabyAGI Broke(15:51) Opus 3, o1, o3: the Three Real Paradigm Shifts(17:07) Titrating Inference Compute Across Easy and Hard Steps(18:23) Process Reward vs. Outcome Reward: "Let's Verify Step by Step"(20:32) RLVR and Why the METR Curve Overstates Reliability(22:09) Verifiable at Runtime: the Real Reason Coding Won(25:14) No Ground Truth, No Cheap Verification, No Data(26:55) Encoding Deterministic Checks From Human Review Process(29:18) Synthetic Data Limits: Generating Artifacts, Not Text(33:16) 100 Evals Pass — Does It Generalize to Production?(35:53) Primary Sources vs. Pre-Training Knowledge(36:37) Behavior Specs: Markdown, Judges, and True/False/N.A.(39:58) Specificity vs. Brittleness in Spec Authoring(42:18) Context as Runtime Training Data(44:21) Judge-as-Agent: Trajectory Maps and Sub-Agent Attribution(46:45) The Move 37 Objection: Reliability Over Optimality(50:02) The Magic Box Model: Building Without Weights Access(52:41) "Nothing Paradigm-Shifting Has Changed Since o3"(54:56) Open-Sourcing the Behavior Spec Standard With Braintrust(01:02:54) Ontology Design: Virtual Filesystems, Graphs, Embeddings(01:04:20) Canonical vs. Non-Canonical: Docs as Codebase(01:06:33) Language Architects and Writing for Runtime Interpretation(01:09:05) Deployed Intelligence: 300 Alien Employees With No Context(01:11:10) Closing the Loop: Signal → Context, Tools, Harness(01:12:50) Context Slop: the Mistake Most Agent Builders Make(01:14:29) Reward Function Design and Credit Assignment Over Trajectories(01:17:01) Will the Bitter Lesson Swallow the Harness?(01:18:46) Business Moats vs. Technical Moats(01:21:03) Paradigm Thinking Over Timeline ADHD

AI in Accounting: Team or Tool?Is AI a team member, a tool, or both? In this episode, Damien Greathead and Penny Breslin dig into how AI is actually being used inside accounting and bookkeeping practices today — not in theory, but in the day-to-day. Penny walks through a real client cleanup project where she used Claude to turn a messy Excel breakdown into a client-ready proposal in minutes (and caught the AI's own math mistake along the way). The conversation moves into what this means for team development — how firms need to intentionally build critical thinking skills in their people so they don't become passive "bot approvers," and why understanding the full context of a client (not just the transaction data) still requires a human. They close with practical advice on how to write better AI prompts by giving the "set and setting," and where to find more from Penny and Damien.Time Stamps:0:00 — Intro: welcome to It's Not Just The Numbers, meet your hosts1:49 — Is AI a team member or a tool? Opening debate7:31 — Real case study: using Claude to build a client cleanup proposal from a messy Excel file19:17 — Shifting focus to the team: what AI means for an 80-person accounting staff21:07 — Teaching critical thinking skills in a technical, linear-trained workforce23:34 — The "rainforest" mindset: seeing complex opportunity instead of fixating on crisis26:25 — Gamifying work with AI to build critical thinking habits31:33 — "Set and setting": how to prompt AI like you'd brief a team member38:42 — Where to find Penny and Damien, and closing thoughts

SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/casOnPay - http://accountingpodcast.promo/onpayThomson Reuters - http://accountingpodcast.promo/taxautomationVeltrix - http://accountingpodcast.promo/veltrixChapters(00:00) - TAP 499 (02:17) - Livestream and CPE Plug (03:12) - Grant Thornton Buys CBIZ (04:35) - Stock Spike and Activists (09:06) - PE Strategy and IPO Exit (11:09) - Deal Size vs Big Four (13:21) - Trump Immunity and Nominee (16:39) - EY Hack Claim Explained (18:56) - Trump Deal Appeal Update (21:37) - Controller Hiring Crunch (23:21) - Senior Pay Flattening (26:24) - Corporate Hiring Demand (27:59) - AI Boosts Finance Judgment (29:38) - Claude Transforms Forecasting (30:43) - Gen Z AI Dependency Fears (34:32) - Xero Price Hike Backlash (36:45) - Lovable Connector Moat (40:38) - Agents Use Existing SaaS (45:29) - Tariff Refund Windfall (48:20) - NYC Pied-a-Terre Tax (51:44) - PwC UK Audit Failures (55:03) - Wrap Up and Episode 500  Show NotesGrant Thornton Advisors to acquire CBIZ in $5 billion transactionhttps://www.cpapracticeadvisor.com/2026/07/29/grant-thornton-set-to-buy-cbiz-for-5-billion-become-5th-largest-firm-in-u-s/187542/Accounting Firm CBIZ Urged by Activist Investor to Pursue M&Ahttps://www.bloomberg.com/news/articles/2026-07-07/accounting-firm-cbiz-urged-by-activist-investor-to-pursue-m-aTrump floats pulling Blanche's AG nomination until after GOP holdouts leave officehttps://www.cnbc.com/2026/07/30/trump-blanche-ag-doj-cornyn-tillis.htmlDonald Trump's tax audit immunity remains in place as Blanche's path to confirmation is clearedhttps://www.reviewjournal.com/news/politics-and-government/as-blanches-path-to-confirmation-is-cleared-trumps-tax-audit-immunity-remains-in-place-3858601/Ernst & Young data breach claimed by ShinyHunters extortion ganghttps://www.bleepingcomputer.com/news/security/ernst-and-young-data-breach-claimed-by-shinyhunters-extortion-gang/2026 Corporate Finance & Accounting Talent Research Studyhttps://controllerscouncil.org/2026-corporate-finance-accounting-talent-research-study/Accounting's missing middlehttps://www.accountingtoday.com/news/accountings-missing-middleA third of companies look to increase finance and accounting hireshttps://www.cfo.com/news/companies-look-to-boost-hiring-pay-for-finance-and-accounting-staff-controllers-council-report/824667/AI's top value for finance now lies in improving judgment, not efficiencyhttps://finance.yahoo.com/technology/ai/articles/ai-top-value-finance-now-085159658.htmlNearly Half of Gen Z Workers Say AI is Making Them Less Intelligenthttps://www.cpapracticeadvisor.com/2026/05/19/nearly-half-of-gen-z-workers-say-ai-is-making-them-less-intelligent/183621/Xero Announces U.S. Subscription Price Changeshttps://www.xero.com/us/pricing-plans/update/Introducing the Lovable Xero connector: build on your Xero data, no code requiredhttps://devblog.xero.com/introducing-the-lovable-xero-connector-build-on-your-xero-data-no-code-required-386873b591bcWe Peaked at 30 AI Agents. Now We're Coming Back Down to 20https://www.saastr.com/we-peaked-at-30-ai-agents-now-were-coming-back-down-to-20-heres-what-consolidation-actually-looks-like-the-agents-011-live/Amazon Got a $600 Million Tariff Refund, Some Going to Shoppershttps://www.cnbc.com/2026/07/30/amazon-trump-tariff-refunds.htmlNYC Extends Deadline for Pied-à-Terre Tax Exemption Applications to Sept. 18https://www.bloomberg.com/news/articles/2026-08-01/nyc-extends-deadline-for-second-home-levy-exemption-requestsStaten Island Homeowners Say They Fear for Safety After Names, Addresses Published on NYC Tax Listhttps://www.cpapracticeadvisor.com/2026/07/31/staten-island-homeowners-say-they-fear-for-safety-after-names-addresses-published-on-nyc-tax-list/187775/PwC Fined $4.4 Million by UK Watchdog Over Babcock Audit Failureshttps://www.globalbankingandfinance.com/uk-financial-watchdog-fines-pwc-4-4-million-over-babcock/New York Governor Trolls LeBron James with Tax on Rumored NYC Homehttps://www.cpapracticeadvisor.com/2026/07/31/new-york-governor-trolls-lebron-james-with-tax-on-rumored-nyc-home/187765/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

SPACs are back. The numbers make it hard to argue otherwise. In Episode 1 of their two-part series, Embark's Nicole Harger and Adam Olsen unpack what's driving the resurgence, what went wrong in 2021, and what CFOs and finance leaders actually need to know before they consider this path.In this episode:What a SPAC is and how the three-phase lifecycle actually works, from IPO to business combinationThe full equity instrument landscape: founder shares, warrants, PIPE financing, and earnout arrangements, and why the headline deal value is never the complete pictureWhy the 2020-2021 SPAC boom collapsed, and how the SEC's 2024 rules changed the calculusWhat's fueling the current resurgence and why PE-backed companies are at the center of itSPAC vs. traditional IPO: the real trade-offs on speed, valuation certainty, cost structure, and projectionsThe three most common mistakes companies make going into a de-SPAC, including the one that shows up in almost every SEC filing reviewWhy public company readiness isn't a post-closing project, and what that preparation actually requiresEpisode 2 goes deep on the accounting and reporting mechanics. If you're close to a de-SPAC transaction or think you might be, it's worth your time.

We have such an issue with: what should we educate children with?Today we meet Dr. Helen Webberley and we're talking about the queer book that saved her life: My Daddies! by Gareth Peter. And Gareth joins us for the conversation!Dr. Webberley is a doctor, gender specialist, and medical educator with years of experience across medicine, science, sexual health, and gender identity. In 2015, Dr. Webberley supported a young trans boy who had been left without care by UK's National Health System. That's when she founded GenderGP. The small medical service quickly became a lifeline for trans people across the UK and beyond. Now, her goals include developing training for healthcare professionals, improving legal protections for the trans community, and championing a global shift towards patient-led, rights-based models of care.Gareth Peter has had a career as a composer and lyricist for theater, with his songs performed on stage by West End and Broadway voices across the United Kingdom and internationally. He founded the Broadway School of Performing Arts, a part-time theater school, in 2004. In 2018, he was a top-ten Penguin Random House Write Now finalist. Recent books include a series with Scholastic titled This Book is Full Of, including This Book Is Full of Unicorns and this Book Is Full Of Bunnies. Gareth lives in Nottingham with his partner and his two wonderful adopted children.My Daddies! is a funny, heartfelt picture-book celebrating same-sex parents and shared story time, perfect for introducing children to the different kinds of family in the world today.Connect with Dr. Webberley and GarethDr. Webberley's website: helenwebberley.comGenderGP: gendergp.comGareth's website: storywise.uk/gareth-peterInstagram: @gareth.peterOur BookshopVisit our Bookshop for new releases, current bestsellers, banned books, critically acclaimed LGBTQ books, or peruse the books featured on our podcasts: bookshop.org/shop/thisqueerbookBuy your copy of My Daddies! here: https://www.penguin.co.uk/books/314591/my-daddies-by-peter-gareth/9780241405772Become an Associate Producer!Become an Associate Producer of our podcast through a $20/month sponsorship on Patreon! A professionally recognized credit, you can gain access to Associate Producer meetings to help guide our podcast into the future! Get started today: patreon.com/thisqueerbookCreditsHost/Founder: John ParkerExecutive Producer: Jim PoundsAssociate Producers: Archie Arnold, K Jason Bryan and David Rephan, Bob Bush, Natalie Cruz, Troy Ford, Jonathan Fried, Joe Perazzo, Bill Shay, Sean Smith, and Karsten VagnerPatreon Subscribers: Stephen D., Stephen Flamm, Ida Göteburg, Thomas Michna, Sofia Nerman, and Gary Nygaard.Creative and Accounting support provided by: Gordy EricksonQuatrefoil LibraryQuatrefoil has created a curated lending library made up of the books featured on our podcast! If you can't buy these books, then borrow them! Link: https://libbyapp.com/library/quatrefoil/curated-1404336/page-1Real quick: yes, you too can be a guest on our podcast! If you have a queer book that had a life-saving impact for you, then please visit thisqueerbook.com and fill out the form on the homepage! Looking forward to hearing back from you!Support the show

Jason Brown returns for a nuanced discussion about Zone 2 cardio, walking, conditioning, stress, recovery, and how cardio should fit into an individual's life.Jason joins me to discuss:• Whether Zone 2 cardio is actually overrated• How much of Zone 2's benefit comes from simply getting people moving• The value of reducing sedentary time and increasing daily activity• The relationship between Zone 2-style activity, NEAT, and mental health• Why getting outside and moving can provide benefits beyond fitness adaptations• Looking at cardio and all training through the lens of nervous system regulation• Accounting for the total stress already present in someone's life• Why cardio recommendations should begin with the individual's available time and capacity• The nuanced debate around whether walking counts as exercise• Why sprint training should not be treated as Zone 2 cardio• Why average heart rate during lifting or high-intensity training does not prove someone received a Zone 2 stimulus• The difference between cardiovascular strain and sustained aerobic work• Why exercise labels matter less than matching the activity to the person's needs• Jason's thoughts on the current state of online coaching• And much moreFollow Jason on Instagram:@jasonbrowntrainingCHAPTERS01:04 Setting Up the Zone 2 Controversy01:59 Who Is Zone 2 Cardio For?05:05 Social Media Hot Takes07:02 The Benefits of Sustained Aerobic Work10:41 Andrew's Questions About Zone 214:45 Mechanisms and Aerobic Adaptations21:13 Time Constraints and Effective Dosing29:07 Does Walking Count as Exercise?30:53 Walking as Therapy33:20 Regulation Matters More Than Debates34:09 Plug-and-Play Training35:40 Why Speed Training Is Not Zone 237:35 The Limits of Heart Rate as a Proxy39:39 Genetics and Individual Cardio Needs44:08 Making 30 to 60 Minutes Count47:21 Assessments and Coaching Standards50:40 The Reality of Online Coaching54:49 Aerobic Training Requires Time55:45 Final Thoughts and Where to Find JasonSUPPORT THE SHOWIf this episode helped you think differently about Zone 2 cardio, walking, recovery, or conditioning:• Subscribe and check out more episodes• Share the episode on social media and tag @andrewcoatesfitness• Send it to someone who believes cardio needs to be intense to be worthwhileFOLLOW ANDREW COATESInstagram: @andrewcoatesfitnesshttps://www.andrewcoatesfitness.comPARTNERS AND RESOURCESRP STRENGTH APPUse code COATESRP:https://www.rpstrength.com/coatesJUST BITE ME MEALSUse code ANDREWCOATESFITNESS for 10% off:https://justbitememeals.comMACROSFIRST — FREE PREMIUM TRIAL• Download MacrosFirst• Begin setting up your account• When asked, “How did you hear about us?” enter: ANDREWKNKG BAGS — 15% OFFhttps://www.knkg.com/Andrew59676VERSA GRIPPShttps://www.versagripps.com/andrewcoatesTRAINHEROIC — FREE 90-DAY TRIAL• Visit: https://www.trainheroic.com/liftfree• Reply to the email you receive or email trials@trainheroic.com• Let them know Andrew sent youL1 BIOMECHANICS AND ASSESSMENT COURSEUse code COATES:https://pro.activelifeprofessional.com/assessmentworkshopevents

Are your current carrier vetting processes actually protecting your business from the rising threat of double brokering? Or inadvertently leaving your logistics operations exposed to catastrophic nuclear verdicts? Tom Dean of Renaissant is back to have another conversation about the absolute wild west of freight fraud we are navigating right now! Bad actors are making a mad dash for cash as their window closes, and we are breaking down exactly how strict risk management, automated carrier compliance, and supply chain transparency are your only true defenses against getting burned.  Tom shares how Renaissant is revolutionizing the industry with virtual gate validation and their new partnership to stop fraudulent drivers before they ever touch your freight.  It is time to stop flying blind, hold the line on your carrier procurement, and start protecting the legitimate, ethical operators out there. Tune in to discover how to lock down your network and block out the shady players for good!   About Tom Dean Tom Dean is the Founder and CEO of Renaissant, an AI-native logistics platform designed to bring digital control to the physical realities of freight movement. Renaissant's platform delivers complete yard control—from scheduling to gate access, dock execution, and yard management—helping logistics operators improve security, productivity, compliance, and safety. Before founding Renaissant, Tom spent more than two decades at the intersection of analytics, markets, and operations. He served as Head of Global Commodity Trading for a $15 billion hedge fund, where he built teams combining fundamental analysis and quantitative research to optimize large trading portfolios. Earlier, he held leadership roles in electricity and natural gas trading at a Fortune 100 energy company.  Tom holds a B.S. in Accounting and Finance from Kansas State University and an MBA in Analytic Finance from the University of Chicago Booth School of Business.   Connect with Tom Website: https://www.renaissant.com/  Email: info@renaissant.com  

This year marked the 250th anniversary of the signing of the declaration of independence. Did you celebrate? Because it seems like Washington, D.C. didn't, or at least not very well. Jane talks with art historian and critic Seema Rao about how people like her build better experiences to draw bigger audiences to events like Trump's "Freedom 250," the fair that flopped. You can find Seema at ArtLust on Substack, TikTok, YouTube and other socials. Hosted on Acast. See acast.com/privacy for more information.

Manuel Aragon helps individuals and small businesses build financial clarity through expert accounting, bookkeeping, and tax preparation, delivering clean books, confident decisions, and a stronger foundation for growth. Top 3 Value Bombs 1. You cannot build a successful business on a weak financial foundation. Clean books create the visibility needed to make confident decisions and scale effectively. 2. Financial clarity drives growth. Accurate records help entrepreneurs secure funding, identify profit leaks, improve cash flow, and make better strategic decisions. 3. A great accountant or bookkeeper should not feel like an expense. They should function as an investment that continually pays for itself through improved financial performance and decision-making. Check out Manuel's website to learn more about him and his services - Aragon Tax Return Services Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Strawberry - Discover what's possible with a professional coach by your side. Start today and get 50 percent off your first coaching session at Strawberry.me/fire.