Podcasts about Accounting

What happens when an industry that has barely changed for generations suddenly finds itself at the center of one of the biggest shifts in modern work? In this episode of Tech Talks Daily, I'm joined by Kate Hayward, UK Managing Director at Xero, for a conversation about how accounting is being reshaped by technology, education, regulation, and changing expectations from clients and talent alike. Kate describes this moment as the largest reorganization of human capital in the history of the profession, and as we talk, it becomes clear why that claim is gaining traction. We explore how AI is shifting accountants away from pure number processing and toward higher-value advisory work, without stripping away the deep financial understanding the role still demands. Kate shares why so many practices are reporting higher revenues and profits, and how technology is acting as a catalyst for rethinking long-standing workflows rather than simply speeding up broken ones. We also dig into research showing that pairing AI with financial education strengthens analytical thinking while leaving core calculation skills intact, a useful counterpoint to the more dramatic headlines about machines replacing people. Our conversation moves into the practical reality of how firms are using tools like ChatGPT today, from scenario planning to preparing for difficult client conversations, while also discussing where caution still matters, particularly around data security and core financial workflows. Kate also explains how government initiatives such as Making Tax Digital and the digitization of HMRC are changing client expectations and deepening the relationship between accountants and the businesses they support. We also spend time on the future of the profession, including how hiring strategies are evolving, why problem-solving and communication skills are becoming just as valuable as technical knowledge, and why private equity interest in accounting is accelerating digital adoption across the sector. Kate rounds things out by sharing how Xero is thinking about product design in 2026, what users can expect next, and why keeping the human side of the profession front and center still matters. So as accounting moves further into an AI-assisted, digitally native future, how do firms balance efficiency, trust, identity, and long-term relevance, and what lessons can other industries take from this moment of change? Useful Links Follow Kate Hayward on LinkedIn Accounting and Bookkeeping Industry Report Xero Website Follow on LinkedIn, Facebook, X, YouTube, Instagram

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/  

What can trigger tax in multistate telehealth practices? Have you ever heard of “nexus?” How can multistate telehealth practice owners proactively handle their taxes to avoid unnecessary hurdles? In this […] The post Building Great Lakes Online Counseling: Phone Systems, Accounting, Nexus Registration, and Virtual Assistants | POP 1331 appeared first on How to Start, Grow, and Scale a Private Practice | Practice of the Practice.

Selling to private equity is not the end of the journey. It is the beginning of a new phase of growth. In this episode of the Measure Success Podcast, Carl J. Cox, CEO of 40 Strategy and 40 Accounting sits down with Neel Bhargava, founding partner at NB Group, to unpack how private equity partnerships really work for founder- and family-owned businesses. Neel shares how his firm approaches growth-focused investing, why rolling equity is critical, and how conservative use of debt protects long-term value. The conversation also explores what typically changes in the first 18 months after an investment, including finance, leadership structure, and strategic planning. This episode offers clear insight for founders thinking about private equity and operators preparing for their next stage of scale. Listen now and learn how to build a business that is ready for growth, partnership, and long-term success. https://www.linkedin.com/in/neelbhargava/ www.nbgroup.us

In this episode, we discuss the latest tax research presented at the Hawaii Accounting Research Conference. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Thanks to our Partners, NAPA TRACS, Today's Class, KUKUI, and Pit Crew Loyalty Watch Full Video Episode This episode explores the critical role of specialized financial management with shop owner Liz Perkins and CPA Hunt Demarest. The discussion focuses on Perkins' move to a CPA firm dedicated solely to the automotive industry, emphasizing how general accountants often misclassify data and miss key industry nuances. Demarest explains that a strong accounting partnership should extend beyond tax filing to include ongoing tax strategy and clear insights into profitability. Perkins shares how stepping away from a DIY approach to her finances gave her clearer visibility into market performance and greater peace of mind. Together, they make the case for shop owners to prioritize financial literacy and expert partnerships to maintain healthy, sustainable, cash flow positive businesses. Stop Armchair Quarterbacking:Why real time numbers, not last month's reports, must drive in the moment business decisions.The Rule of Holes:Recognizing when you're losing money and knowing when to stop digging so you can rebuild.Drilling Down:Using market and location specific P&Ls to uncover true profitability.Beyond the Tax Return:The difference between reactive tax prep and proactive, year round tax planning.The Pain-Free Pivot:Why switching accounting firms is faster and easier than most shop owners think.Asking the Right Questions:How to evaluate a CPA beyond basic bookkeeping and tax filing.Selling Understanding:Building a relationship based financial strategy, not just reports and numbers.The Status Quo Trap:How ignoring your numbers leads to avoidable financial pain. Liz Perkins, L1 Automotive Diagnostics and Program, L1 Automotive Training, Previous episode HERE. Hunt Demarest, CPA, Paar Melis and Associates, Business by the Numbers Podcast Thanks to our Partner, NAPA TRACS NAPA TRACS will move your shop into the SMS fast lane with onsite training and six days a week of support and local representation. Find NAPA TRACS on the Web at http://napatracs.com/ Thanks to our Partner, Today's Class Optimize training with Today's Class: In just 5 minutes daily, boost knowledge retention and improve team performance. Find Today's Class on the web at

As part of our official DealFlow Discovery Conference Interview Series, produced by Mission Matters, along with our partner DealFlow Events, we're showcasing the innovative companies presenting at the upcoming DealFlow Discovery Conference (January 28-29, at the Borgata in Atlantic City) and the executives behind them. In this episode, Adam Torres interviews Brian Krogol, CFO of SPFX (Standard Premium Finance), about the insurance premium finance industry and SPFX's mission to build stability that lasts. Brian explains how SPFX helps businesses manage large upfront insurance premiums, and how the company is pursuing long-term growth through a rollup strategy in a fragmented market. About Brian Krogol Brian Krogol joined the organization in 2019 as Vice President of Accounting and has since been named as CFO. Mr. Krogol graduated from the Fisher School of Accounting at the University of Florida with a Master of Accounting (MAcc) in 2011. After graduation, he worked as an auditor with Grant Thornton, an international organization of independent assurance, tax, and advisory firms, gaining audit experience with companies in the health care, manufacturing, distribution, hospitality, restaurant, and financial industries, as well as, experience on 10-Q, 10-K, SOX 404, benefit plan, and IPO engagements for SEC clients, including quarter- and year-end engagements for private clients reporting under US GAAP from 2011 to 2013. Mr. Krogol gained recognition for earning the prestigious Elijah Watt Sells award in 2012 for his performance on the Certified Public Accountant examination. About SPFX (Standard Premium Finance) Standard Premium Finance Management Corporation provides premium financing solutions for businesses and individuals. With over 200 years of combined industry experience, the team is uniquely positioned to support and advise partners, agents, and clients on all aspects of premium financing. As an industry leader, the company facilitates over $140 million in annual loan originations, offering loan options ranging from $500 to more than $500,000. Standard Premium Finance Holdings, Inc. (OTCQX: SPFX) is an industry-specific holding company pursuing merger and acquisition opportunities of synergistic businesses to take advantage of economies of scale within the specialty finance sector. To date, SPFX companies have provided financing solutions totaling approximately $1.5 billion to businesses and individuals to secure coverage for their property and casualty insurance policies. SPFX companies currently operate in more than thirty states across the United States. The organization continuously seeks roll-up opportunities in a historically consolidating industry while providing maximum value for its shareholders. This interview is part of our effort to help investors discover compelling companies ahead of the event — and to help CEOs introduce their story to the 1500+ conference attendees. Learn more about the event and presenting companies:⁠⁠https://dealflowdiscoveryconference.com/⁠⁠ Follow Adam on Instagram at ⁠⁠https://www.instagram.com/askadamtorres/⁠⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠⁠https://missionmatters.lpages.co/podcastguest/⁠⁠ Visit our website: ⁠⁠https://missionmatters.com/⁠⁠ More FREE content from Mission Matters here: ⁠⁠https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

“Keep walking toward your goals” on the Daily Grind ☕️, your weekly goal-driven podcast. This episode features Kelly Johnson @kellyfastruns and special guest Nancy Benet @success.your.way, who is a licensed CPA, entrepreneur, and CEO of both Fix-It Accounting and Success Your Way, an online education platform empowering women to start and grow businesses aligned with their deepest desires.S8 Episode 34: 1/15/2025Featuring Kelly Johnson with Special Guest Nancy BenetFollow Our Podcast:Instagram: @dailygrindpod https://www.instagram.com/dailygrindpod/  X: @dailygrindpod https://x.com/dailygrindpod Facebook: https://www.facebook.com/dailygrindpodTikTok: https://www.tiktok.com/@dailygrindpodPodcast Website: https://direct.me/dailygrindpod   Follow Our Special Guest:Website: https://www.successyourway.com/master-your-business-mindset Instagram:  @success.your.way

Alicia breaks down everything accounting professionals need to know about filing 1099-NEC and 1099-MISC forms in QuickBooks Online for 2026. She covers who qualifies for a 1099, which payment methods require filing, how to use QBO's Contractor Center and automated filing tools, and why the $600 threshold is finally changing to $2,000 in 2027. Alicia also shares practical workarounds for common issues like material reimbursements, state filing requirements, and what to do when contractors don't return their W-9 forms.SponsorsUNC - https://uqb.promo/unc(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:19) - Diving into 1099 Forms (01:53) - Understanding 1099 Compliance (04:43) - Different Types of 1099 Forms (06:46) - QuickBooks and 1099 Management (07:25) - W-9 Forms and Common Mistakes (09:54) - Independent Contractors vs. Employees (13:34) - Who Needs a 1099? (17:56) - Payment Methods and 1099 Exemptions (22:59) - Using QuickBooks for 1099 Filing (29:24) - Filing and Correcting 1099s (41:33) - Conclusion and Additional Resources Alicia's Current Classes1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPEQBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPEProjects & Job Costing in QBO, Jan 20: http://royl.ws/ProjectCenter?affiliate=5393907Sales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907Payroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907  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/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

In an education landscape that forces educators to prioritize getting kids to pass standardized tests, students who are already performing above grade level can easily be overlooked. But, Warrensville Education Association member Briana McDonald says we have to do better for those gifted students. In this episode, she shares her perspective about the need for high-quality gifted education programs in our schools, the challenges of serving gifted-identified learners, and the opportunities for all educators to grow as professionals to meet gifted students' needs.SHARE YOUR PERSPECTIVE | If you, like Briana, have an education topic you're passionate about, we want to hear from you on the podcast! Please email us at educationmatters@ohea.orgMID-CAREER EDUCATORS UNITE | Many educators in the second decade of their career especially report a need for more effective professional development opportunities. Mid-career educators are coming together now within the Ohio's New Educators (ONE) department to ensure all Ohio educators in the second decade of the career have the support they need to thrive. Check out our episode on the mid-career pilot program from earlier this season.  SUBSCRIBE | Click here to subscribe to Public Education Matters on Apple Podcasts or click here to listen on Spotify so you don't miss a thing. You can also find Public Education Matters on many other platforms. Click here for some of those links so you can listen anywhere. And don't forget you can listen to all of the previous episodes anytime on your favorite podcast platform, or by clicking here.Featured Public Education Matters guest: Briana McDonald, Warrensville Education Association memberNow in her 13th year in education, Briana McDonald has been a teacher, administrator and gifted intervention specialist during her career. She currently works for Warrensville Heights City School District as an elementary teacher. Her two Bachelor's degrees in Middle School Education and Accounting are from the University of Mount Union (Alliance, OH). Her two Master's degrees in Educational Administration and Curriculum and Instruction with Gifted and Talented Learners are from Cleveland State University. She is a twin mom to 5 year old twin boys, Zeke and Zion, and married to her husband, Jeff. Connect with OEA:Email educationmatters@ohea.org with your feedback or ideas for future Public Education Matters topicsLike OEA on FacebookFollow OEA on TwitterFollow OEA on InstagramGet the latest news and statements from OEA hereLearn more about where OEA stands on the issues Keep up to date on the legislation affecting Ohio public schools and educators with OEA's Legislative WatchAbout us:The Ohio Education Association represents nearly 120,000 teachers, faculty members and support professionals who work in Ohio's schools, colleges, and universities to help improve public education and the lives of Ohio's children. OEA members provide professional services to benefit students, schools, and the public in virtually every position needed to run Ohio's schools.Public Education Matters host Katie Olmsted serves as Media Relations Consultant for the Ohio Education Association. She joined OEA in May 2020, after a ten-year career as an Emmy Award-winning television reporter, anchor, and producer. Katie comes from a family of educators and is passionate about telling educators' stories and advocating for Ohio's students. She lives in Central Ohio with her husband and two young children. This episode was recorded on September 22, 2025.

On this episode of the JofA podcast, an AICPA executive and regular guest discussed trends from discussions with numerous finance professionals, delving into how AI and hybrid work might affect accounting this year and beyond. "Now we're going to be talking about managing AI agents in finance and accounting," Tom Hood, CPA/CITP, CGMA, said. "That's going to be a whole different world, and it's going to be exponential in what we can do with it." Hood, the AICPA's executive vice president–Business Engagement and Growth, also explained why CFOs are cautiously optimistic about growth and how the Rise2040 project is helping the profession prepare for long-term change. What you'll learn from this episode: How AI is shifting from simple productivity tools to powerful finance agents — and what that means for accounting professionals. Practical strategies for making hybrid work more effective, including purposeful in-office collaboration. Why CFOs and finance leaders are cautiously optimistic about growth in 2026 despite economic uncertainty. How anticipatory thinking and hard-trend analysis can help accountants prepare for long-term change and disruption. Why trust and integrity remain core accounting values.

Does running your firm have to feel this uncertain to be working?Most CPAs assume uncertainty, discomfort, and the unknown are signs of risk – but they're often just signs you're doing something new.This episode breaks down six practical truths that help firm owners stop overthinking, make calmer decisions, and move faster toward “enough.” Enough money. Enough time. And real freedom.If you've been grinding, hesitating, or waiting to feel ready, this episode reframes what actually matters – and what doesn't.…Link to full shownotes: https://www.businessstrategyforcpas.com/380…Want Pricing Essentials?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 client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

A real estate developer serving time for fraud gets a second chance.SponsorsRoutable - http://ohmyfraud.promo/routableUNC - http://ohmyfraud.promo/unc (00:00) - Eli Weinstein is Pardoned (01:41) - Podcast Announcements and Reviews (08:01) - Lakewood Township and Weinstein's Background (09:14) - Weinstein's Real Estate Fraud (11:09) - Legal Troubles and Indictments (16:13) - Weinstein's Sentencing and Clemency (22:34) - The Complexity of Executive Clemency (24:11) - Weinstein's New Fraud Scheme (25:32) - The Optimus Investments Scam (30:02) - Unraveling the Fraud (35:30) - The Downfall and Legal Consequences (40:39) - Reflections on Clemency and Fraud (47:09) - Final Thoughts and Credits Take our survey: https://forms.gle/mRrR7FPCZs8eWnog8Get 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 CALEBLinkedIn: https://www.linkedin.com/in/calebnewquist/Sources:Statement from the Press Secretary Regarding Executive Grants of Clemency [WH]Lakewood Township, New Jersey [Wikipedia]Eli Weinstein's Second Chances [Bloomberg]Leader of $200 Million Real Estate Investment Scam Arrested for Fraud [FBI]Leader of $200 million real estate investment scam charged in 45-count indictment with fraud and money laundering [DOJ]US v. ELIYAHU WEINSTEIN [DOJ]Leader Of Multi-Million Dollar Real Estate Fraud Scheme Pleads Guilty To Fraud And Money Laundering [DOJ]Leader of Massive Real Estate Fraud Scheme Sentenced to 22 Years in Prison for Fraud and Money Laundering [DOJ]Convicted Ponzi Schemer Eliyahu Weinstein Arraigned on New Charges [FBI]Convicted Ponzi Schemer Eliyahu Weinstein Sentenced To Additional 24 Months In Prison On New Fraud And Money Laundering Charges [DOJ]The Road to Clemency From Trump Was Closed to Most Who Sought It [NYT]Access, Influence and Pardons: How a Set of Allies Shaped Trump's Choices [NYT]A Ponzi Schemer Freed by Trump Strikes Again [Bloomberg Originals]Convicted Ponzi Schemer and Alleged Conspirator Indicted for Multimillion-Dollar Fraud Scheme and Obstruction of Justice [DOJ]US v. ELIYAHU (“ELI”) WEINSTEIN, a/k/a “Mike Konig,” and ARYEH (“ARI”) BROMBERG [DOJ]Ponzi Schemer Who Got Trump Clemency Convicted in New Fraud Case [Bloomberg]Convicted Ponzi Schemer and Co-Conspirator Sentenced to 37 Years and 12 Years for $44 Million Fraud Scheme, Money Laundering, False Statements, and Obstruction of Justice [DOJ]A Fraudster Pardoned by Trump Gets 37 Years for Running Ponzi Scheme [NYT]About the Task Force [DOJ]FINANCIAL FRAUD ENFORCEMENT TASK FORCE ANNOUNCES REGIONAL RESULTS OF “OPERATION BROKEN TRUST” TARGETING INVESTMENT FRAUD [DOJ]Establishment of the Financial Fraud Enforcement Task Force [Executive Order 13519 / Federal Register]President Trump Issues Executive Order to Establish Task Force on Market Integrity and Consumer Fraud [Center for Financial Stability]

In this episode, we share key insights and reminders on navigating materiality judgments. We revisit the fundamentals of SAB 99, explore how to apply both quantitative and qualitative considerations, address identified errors, and more.In this episode, we discuss:3:53 – The framework for assessing materiality and errors in financial statements8:51 – Addressing identified errors15:01 – Reassessing materiality amid economic and other changes19:48 – Trends in reporting errors, including cash flow statement impacts23:09 – Fraud and illegal actsIn case you missed it, check out the previous episode in this year-end miniseries, Year-end toolkit: Accounting and reporting reminders for 2026.Be sure to follow this podcast on your favorite podcast app and subscribe to our weekly newsletter to stay in the loop.About our guestMichael Mullen is PwC's US Assurance Quality Management leader. In this role, he oversees complex client issues, providing technical insights and expertise in support of overall quality. With over 35 years of client service experience, Michael has led numerous global client engagements.About our guest hostDiana Stoltzfus is a partner in the National Office who helps to shape PwC's perspectives on regulatory matters, responses to rulemakings and policy development, and implementation related to significant new rules and regulations. Prior to rejoining PwC, Diana was the Deputy Chief Accountant in the Office of the Chief Accountant (OCA) at the SEC where she led the activities of the OCA's Professional Practices Group.Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.comDid you enjoy this episode? Text us your thoughts and be sure to include the episode name.

How can we hold together idealism and authenticity even when the world is homophobic?Today we meet Lucas F. Schleusener and we're talking about the queer book that saved his life: Lost Prophet: The Life and Times of Bayard Rustin by John D'Emilio.Lucas is a writer, educator, and national security strategist shaping the future of equity across the national security enterprise. As Co-Founder and CEO of Out in National Security he leads a global community that advances LGBTQIA+ inclusion and drives policy change across defense and foreign policy. Luke is a Term Member of the Council on Foreign Relations and previously served as Chairman of the Board of No One Left Behind. His writing has appeared in Foreign Policy, Defense One, The Hill, and Law360.John D'Emilio, PhD is professor emeritus of history and gender and women's studies at University of Illinois at Chicago. A Guggenheim Fellow and a pioneer in the field of gay and lesbian studies, he is the author, coauthor, or editor of numerous books, including Sexual Communities and Intimate Matters, which was cited in Justice Anthony Kennedy's opinion in Lawrence v. Texas, the 2003 Supreme Court case overturning US anti-sodomy laws. John is the founding director of the Policy Institute of the National LGBTQ Task Force, he has also served as President of the Gerber/Hart Library and Archives, a community-based library and historical archives in Chicago.Connect with Luke and JohnLuke's website: outinnationalsecurity.orglinkedin: linkedin.com/in/lucas-f-schleusener-9a470415/John's website: americanlgbtqmuseum.org/profile/john-demilio/facebook: facebook.com/john.demilio.7/Our 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 Lost Prophet: The Life and Times of Bayard Rustin here: https://bookshop.org/a/82376/9780226142692Become 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., Terry 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-1Support the show

AI won't replace accountants—but AI-enabled firms will outcompete them. Blake Oliver sits down with Thomson Reuters' Elizabeth Beastrom and Kirat Sekhon to map the end-to-end tax workflow, from document intake and auto-population (SurePrep) to delivery and e-sign (SafeSend), and into year-round advisory with CoCounsel and Ready to Advise. Learn how to “kill the questionnaire,” free staff from data entry, build an open tech stack, and turn tax prep into subscription advisory.Chapters(02:49) - Technology Expectations of New Accountants (03:38) - The Shift from Desktop to Cloud-Based Tax Software (05:14) - Thomson Reuters' Approach to Customer-Centric Tax Technology (05:55) - Automation and AI in Tax Workflow (10:58) - The Role of SurePrep in Data Entry Automation (18:34) - Advisory Services and Ready to Advise (24:53) - AI in Onboarding and Knowledge Transfer (25:35) - Empowering Junior Associates with AI (26:41) - AI in Education and Talent Attraction (30:40) - AI's Role in Tax and Accounting (33:58) - The Future of AI in Tax Preparation (41:59) - AI-Driven Advisory Services (47:41) - Practical Steps for Tax Firms to Embrace AI Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our GuestsElizabeth Beastromhttps://www.linkedin.com/in/elizabeth-beastrom/Kirat Sekhonhttps://www.linkedin.com/in/kirat-sekhon-2172022/Learn more about Thomson Reutershttp://thomsonreuters.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

As a small business owner, you wear a lot of hats and it's easy to feel like the pressure never stops. Randy Crabtree, Co-Founder of Tri-Merit Specialty Tax Professionals, shares lessons that push you to rethink how you run your finances. He talks about passion, problem solving, and building systems that help you get better cash flow, and long‑term stability for your business. You'll hear how he reshaped his career and his thinking helps business owners improve tax planning and adapt to the future of accounting. He goes straight into billable hours, pricing, advisory work, AI, offshoring, burnout, and what small business owners should expect from great financial partners. Tune in now and hear insights that shift the way you think about your financial future. ▶️People You Should Know: Randy Crabtree.Episode resources:● Website: https://anderscpa.com/ ● If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com ● Check out the Virtual CFO Playbook Course:  https://anderscpa.com/virtual-cfo-services/vcfo-playbook/   QuotesRandy Crabtree: "If we free ourselves from compliance work, don't fill that space with more of the same. That's where advisory comes in, helping clients get to outcomes they didn't even know were possible."Tom Wadelton: "Supporting nonprofits by handling their accounting and guiding new treasurers has been a great way to contribute."Adam Hale: "A lot of people starting their own practices deal with imposter syndrome. Supporting them and helping them build confidence has been rewarding.”Randy Crabtree is the Co-Founder and Partner at Tri-Merit Specialty Tax, where he helps accounting firms maximize value through R&D tax credits, cost segregation, and energy incentives like 179D and 45L. As host of The Unique CPA podcast and founder of the Bridging the Gap conference, Randy is a leading voice in redefining how CPAs deliver impact beyond compliance. Recognized as one of the Top 100 Most Influential People in Accounting, he brings deep insight and energy to every conversation. His passion for supporting firms and spotlighting innovation has made him a trusted figure in the profession. Website: https://tri-merit.com/ FB: https://www.facebook.com/TriMerit   LI: https://www.linkedin.com/in/randy-crabtree-cpa-1945a67/https://www.linkedin.com/company/tri-merit-llc/      The Modern CPA Success Show is the go-to podcast for accounting firm owners eager to enhance profitability and master Virtual CFO services. This podcast leverages combined expertise in delivering top-tier Virtual CFO services across North America.Website: https://www.buzzsprout.com/2458888  Facebook: https://www.facebook.com/AndersCPA LinkedIn: https://www.linkedin.com/company/anders-cpa/ Instagram: https://www.instagram.com/anderscpa/ YouTube:

Welcome to the premiere episode of Money Talks, a Live The Dream Media production presented in partnership with Desert Rose Tax & Accounting. Today, we are completely rethinking our relationship with finance through a biblical lens. We'll be deconstructing the common misconception that 'money is the root of all evil' and exploring the scriptural truth behind why wealth is part of a divine plan. So, sit back, relax, and join us as we unpack it all—only on Live The Dream Media."Money Talks W/ Hosts Clint Peek & Ed Ethington

Roger and Annie open 2026 by reviewing the major provisions from the Big Beautiful Bill that will affect this tax season, including no tax on tips, overtime exemptions, senior deductions, and car loan interest. They shift focus to practice management essentials that often get overlooked, discussing how to set boundaries with clients, right-size your firm, avoid becoming a bottleneck, and build a sustainable business model that doesn't require working 90-hour weeks. The conversation covers everything from engagement letters and payment policies to contingency planning and post-season evaluation.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) - FTU 67 (00:37) - Overview of 2026 Tax Season Changes (02:31) - Key Tax Provisions for 2025 (05:16) - No Tax on Tips and Overtime (11:59) - Senior Citizen Deduction and Car Loan Interest (15:10) - Introduction of Trump Accounts (19:55) - Practice Management and Work-Life Balance (31:12) - The Importance of Delegation and Trust (31:59) - ‌ (34:54) - Contingency Planning for Unforeseen Circumstances (42:13) - Client Engagement and Scope Management (48:15) - Post-Tax Season Evaluation (53:13) - New Legislation and Client Communication (59:17) - Final Thoughts and Encouragement 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.

You're listening to a re-release of a past CPA MOMS podcast episode. We're resharing this conversation because the topic of confidence continues to come up for women in accounting, especially when stepping into leadership, growth, or ownership. If you missed this episode the first time, or if you need the reminder right now, it's worth another listen. Confidence might not be the first skill that comes to mind in accounting, but it could be the most powerful one. In this episode, Nicole Kehl sits down with CPA MOMS founder Mayumi Young to explore the quiet epidemic of self-doubt among women in the profession. They unpack how imposter syndrome, lack of representation, and perfectionism often hold women back—and what to do about it. If you've ever felt like you're not "ready enough" to step up, this episode is for you. Enjoyed this episode? Join a network of like-minded women at http://cpamoms.com/start and get the support you need to build the practice you want.

Are your financial reports helping you grow your business or just giving you a headache? In this episode of Grow Your Business & Grow Your Wealth, guest host Ken May sits down with Rusty Fulling, founder and president of Fulling Management & Accounting Inc., to unpack how small business owners can build a stronger financial foundation through outsourced accounting, fractional CFO services, and proactive tax strategy. Rusty shares real-world stories, practical insights, and a refreshing perspective on turning numbers into clarity, reducing stress, and creating true peace of mind for business owners. Key Takeaways→ Financial statements should tell a story, not just list numbers.→ Outsourced accounting and fractional CFO support help owners move from firefighting to planning.→ The balance sheet is just as important as the profit and loss statement.→ Trust is essential, but verification and internal controls protect your business.→ Clarity around your numbers leads directly to better decisions, more substantial profits, and better sleep. If you are ready to stop guessing and start making confident financial decisions, this episode is a must-listen.  Tune in now, and if your numbers still feel confusing, consider working with professionals who help translate data into strategy so you can keep growing your business and your wealth. Connect with Rusty on his website: https://www.fullingmgmt.com/about-us/rusty-fulling Learn more about your ad choices. Visit megaphone.fm/adchoices

Simone Knego is an international speaker, two‑time TEDx speaker, and award‑winning author of the bestselling book The Extraordinary UnOrdinary You and the upcoming How to Love the Woman in the Mirror. Her work has been featured on ABC, NBC, CBS, Entrepreneur Magazine, and Yahoo News.She is the co‑host of the Her Unshakeable Confidence Podcast alongside her daughter, Olivia, and the creator of the REAL Method, empowering women to build confidence and embrace their authentic selves. A CPA with a Bachelor of Science and a Master of Accounting from the University of Florida, Simone blends business acumen with personal development expertise.A proud member of the National Speakers Association, Heroic Public Speaking, and Brand Builder's Group, Simone is also a National Indie Excellence Award and NYC Big Book Award winner. Outside of her professional work, she's a devoted wife of 32 years, mother of six, adventure‑seeker who summited Mt. Kilimanjaro, and an inspiration to women worldwide.

ENRON was just the warm-up act. Private Equity has gone full Ponzi Scheme, and when it collapses, working and middle-class Americans will be forced to bail it out with billions in taxpayer dollars. I break down the record-setting private equity bankruptcies already hitting in 2026, expose the ENRON-style accounting tricks being used to delay the collapse, and explain how they plan to walk away rich while you pay the price. We also talk real solutions and practical steps you can take right now to protect your savings, retirement accounts, and your future.SPONSOR:If you are going to shop anyway, use Rakuten and get real cash back so you can steward your resources wisely in a world that keeps trying to take more from you. Sign up for FREE at https://jeffdornik.com/cash.Follow Tiffany Cianci on X - https://x.com/TheVinoMomFollow Jeff Dornik on Pickax - https://pickax.com/jeffdornikTune into The Jeff Dornik Show LIVE daily at 1pm ET on Rumble. Subscribe on Rumble and never miss a show. https://rumble.com/c/jeffdornikBig Tech is silencing truth while farming your data to feed the machine. That's why I built Pickax… a free speech platform that puts power back in your hands and your voice beyond their reach. Sign up today:https://pickax.com/?referralCode=y7wxvwq&refSource=copy

Jody Grunden - Anders CPA On Working Together: "It's only going to help everybody if we can all learn how to get better and faster." Every business owner needs to watch their money.  You watch it come in, go out and hopefully end up with some leftover to make sure you are doing more than just moving money. But not every business is large enough to justify a full-time chief financial officer.  Which leads to a conundrum, how do you get the talented person to help you with the financial end of your business when you don't have enough financial paperwork for them to poke at full time? Jody Grunden saw this need years ago and has built a virtual CFO business that he then sold to Anders CPA.  Jody discusses what a virtual CFO can do and why it is important. Listen as Jody details how the use of a virtual CFO has helped grow many business.  Plus he details the value of standing out.  In his case, with a Hawaiian shirt. Enjoy! Visit Jody at: https://anderscpa.com/   Podcast Overview: 00:00 "Virtual Beginnings and Success" 03:57 "Next Year Finally Paid Off" 06:50 "Interactive Pricing Strategy Breakdown" 11:40 "Finding Success Beyond Accounting" 12:40 "Pivoting Amid Layoffs and Guilt" 18:45 "Educating for Success, Not Selling" 19:42 "Productizing Services with Subscriptions" 24:58 "Dynamic Forecasting Explained" 26:33 Truck Repair Business Insights 31:20 "Flexible Client Collaboration Process" 35:07 "Building Connections and Growth" 38:29 "Rethinking Strategy for Success" 42:01 "Thought Leadership Eased Hiring" 44:26 "Expanding Connections Beyond Remote Teams" 47:32 "Scaling Processes for Sustainability" Sponsors: Live Video chat with our customers here with LiveSwitch: https://join.liveswitch.com/gfj3m6hnmguz Some videos have been recorded with Riverside: https://www.riverside.fm/?utm_campaign=campaign_5&utm_medium=affiliate&utm_source=rewardful&via=james-kademan Podcast Transcription: Jody Grundon [00:00:00]: I realized real quick that, you know, hey, I wasn't an accountant, I was an entrepreneur and I just didn't realize it. I didn't enjoy accounting and I still don't today. I don't enjoy accounting, but I love the entrepreneur part of it and growing a business and seeing how successful I can get that business and then even more so helping other people be successful running their business, which is, which is even a bigger joy. James Kademan [00:00:27]: You have found Authentic Business Adventures, the business program that brings you the struggle stories and triumphant successes of business owners across the land. Downloadable audio episodes can be found in the podcast link found@drawincustomers.com we are locally interwritten by the bank of Sun Prairie Calls On Call Extraordinary Answering Service as well as the Bold Business Book and Live Switch. Today we are welcoming slash preparing to learn from Jody Grundon of Anders cpa. Which I feel like this is right about the time to start talking taxes. Jody, is that safe to say? Jody Grundon [00:01:00]: I. I guess so. But man, you don't ask me to ask tax questions, that's for sure. James Kademan [00:01:04]: No, so let's just break it down. What is Andrew cpa? Jody Grundon [00:01:09]: Yeah, so Andrew cpa. They're, they're a, one of the largest CPA firms in the nation. They're pretty large. They do a lot of different things, audit, tax. But the, the special that I run is on in what we call the Client Advisory Service Group, which is virtual CFO services. So that's something that, that I founded way back when. It was about 20 some years ago. A lot of CPA firms now you use that type of a service. Jody Grundon [00:01:31]: I actually founded it back, you know, 20 plus years ago. So it's been a great ride. Before it was, before it was even a thing. Yeah, it was one of those, one of those things that there was something called outsourced CFO or outsourced CPA service, which was outsourcing it to a foreign country type of thing. And I'm like, well, that's not what I meant. So I'm trying to figure out how, what can I call it? And I, and so I did. I got the big, the thesaurus, if you remember one of those things. I got one of those things out. Jody Grundon [00:01:55]: I'm like, what could I, what could I name this thing? I thought virtual sounds kind of cool. And, and then my partner's like, well, no one will think you're real. And I'm like, ah, they will. It'll catch on. And back then we had the yellow pages and so we, we did the yellow page Thing didn't really get a whole lot of traction. And then we decided, hey, we're going to go this, do this on the Internet. And so when we did on the Internet, it was kind of cool because nobody else was doing it. So it was one of those things that we are right away number one in the rankings. Jody Grundon [00:02:21]: No, yeah, we. James Kademan [00:02:22]: Back 20 years ago, man, that's. Jody Grundon [00:02:24]: Yeah, yeah. And we have, we, we. We haven't gone far from that. So we're still number one in the rankings today, which is kind of cool. James Kademan [00:02:31]: Be interesting to go back and just visit if you had a time machine or something like that and just visit. What was the Internet like 20 years ago? Jody Grundon [00:02:38]: It was brutal. James Kademan [00:02:39]: No YouTube. I don't even know if Google was around back then. I mean, yeah, totally different world. Jody Grundon [00:02:45]: It was. And it's kind of funny because everybody thought, well, that was. That's a big waste of money. Don't put money in there. Because we, we got out of the yellow page. Yellow page is what accounting firms are always in. Accounting firms, law firms, you name it. You had these big ads, you spent tons of money, and then you just kind of hope people called you. Jody Grundon [00:03:00]: And I didn't have the money back then, so it's like I bootstrapped my own company. So it was one of those things that I just couldn't compete with the big boys. And so the only, only thing we could do is try something different. I thought, hey, this Internet thing sounds great. Let's try it. And yeah. And everybody thought, hey, you're wasting your money. No one's going to call. Jody Grundon [00:03:19]: And the funny part is, nobody called. It took a long time to actually get going and figure it out and get people to realize what virtual CFO even was. It took about, I'd say, probably five to 10 years, really, to. To get a lot of traction for it. James Kademan [00:03:38]: Stick with it for a while. Jody Grundon [00:03:39]: Oh, yeah. It wasn't one of those things. Overnight successes. It was, hey, we started it. And they, they always say, you know, building the plane as it's flying in the air type of thing. That's exactly what we did. It was like, okay, what can we do to make this better? Improve this? And we were not profitable at all for probably eight, eight, nine, ten years of that. It was, it was one of those things. Jody Grundon [00:03:57]: My wife kept asking me, hey, when are we going to do something? You need to get a job? I'm like, no, no, no. Next year's gonna be the perfect year. And then next year coming, there'd be all these obstacles that we we didn't overcome. And then it's like, oh, well, next year will be the best year. And then finally next year ended up being the right year, and it just, it just blew up from there and became super profitable, super high growth. And, you know, we grew it to Gez, probably 10 million bucks or so before we actually sold it to Anders and became part of the, the larger accounting firm. James Kademan [00:04:25]: Gotcha. The irony of the CFO not making money. Jody Grundon [00:04:28]: Right. Yeah, I know. I tell everybody that too. The other irony is I can't, I can't add in my head, oh, wow, you got a CFO that has to use a calculator. Yeah. Which is kind of funny. And, and, and the funny part about that was on my, the very first. So I, I, I speak at a lot of conferences, and the very first conference I was invited to, I was super unprepared. Jody Grundon [00:04:47]: You know, it was one of those things. I just didn't know what to talk about. Here I'm supposed to talk about. Talk to 30 at that time, agency owners and, and teach them how to be profitable and all that kind of stuff. And the guy's like, do not, whatever you do, do not bring a PowerPoint. I'm like, okay, okay, I won't bring a PowerPoint. And I'm thinking, okay, now what do I do? What do I do? And, you know, the funny part about it was my luggage got stuck, got routed to the wrong airport. So I came in. Jody Grundon [00:05:13]: No, no, no luggage. I didn't have anything really to wear other than I had a T shirt. I had shorts and, and, and, and gym. Gym shoes. And I was like, what do I do? And I went to the local mall, bought some stuff, and, and at the time, my credit cards kept getting denied. And I was like, what's going on here? Why are my credit cards getting denied? This is weird. And, and so eventually, I, I, I, I looked across the mall. There was a Tommy Bahama store there. Jody Grundon [00:05:37]: And I thought, oh, that's kind of cool. That's a little different. I'll, I'll, I'll, I'll get some Tommy Bahama stuff, because he, he said, do not be the traditional accountant. I'm like, okay, that's kind of cool. And, but by the time I got, I got done, I was like, the only thing I had left was my debit card, because nothing was working. And so I went to this dinner after the fact and that. And you can imagine, here the finance guy comes in. You know, at that time, I was wearing an Italian Bahama shirt and like, hey, find this guy wearing Italian Bahama shirt. Jody Grundon [00:06:03]: I'm like, hey, I'll get the hors d' oeuvres for 30 business owners here. I'm thinking, this is kind of cool. And I go to pay with my debit card, and guess what? It got denied. I'm like, what the heck?

Think AI will free you from ‘mundane bookkeeping' so you can do advisory? Blake and David say it's the opposite. Hear how owners already use AI as a de facto CFO, why drafting narratives—not matching bank feeds—is the real win, what the ‘AI premium' means in a billable-hour world, and the two numbers firm owners should track in 2026: monthly recurring revenue and bottom-line profit.SponsorsUNC - http://accountingpodcast.promo/uncOnPay - http://accountingpodcast.promo/onpayTaxBandits - http://accountingpodcast.promo/taxbanditsChapters(01:35) - News Highlights and Sponsor Acknowledgements (03:56) - AI in Small Business Accounting (07:04) - AI's Impact on Accounting Tasks (10:01) - Thought Leader Survey on AI in Accounting (19:56) - AI Premium and Job Automation (25:27) - Survey Answers from Accounting Thought Leaders (25:54) - AI's Role in Strategy and Decision Making (28:24) - Impact of AI on Competitive Landscape (30:50) - AI's Effect on Costs in Accounting Firms (31:54) - AI Replacing Staff Accountants (33:24) - Personal Job Security and AI (41:05) - AI Influencers and Future Experiments (49:24) - Conclusion and CPE Information  Show NotesThese Small-Business Owners Are Putting AI to Good Use https://www.wsj.com/tech/ai/small-business-ai-chatgpt-prompts-0c9a95c4 AI Thought Leaders Survey 2026: Process Predictions https://www.accountingtoday.com/list/ai-thought-leaders-survey-2026-process-predictions Tech Spending Outpacing People Spending as Firms Adopt AI https://www.accountingtoday.com/list/tech-spending-outpacing-people-spending-as-firms-adopt-ai How Much is the 'AI Premium?' https://www.accountingtoday.com/list/how-much-is-the-ai-premium AI Can't Replace Accountants. When Could It? https://www.accountingtoday.com/list/ai-cant-replace-accountants-when-could-it Accounting in 2026: The Year Ahead in Numbers https://www.accountingtoday.com/list/accounting-in-2026-the-year-ahead-in-numbers AI Vending Machine Lost $1,000 to Social Engineering https://www.wsj.com/tech/ai/anthropic-ai-claude-vending-machine-c7baef6f Anthropic's Project Vend Phase 2 https://www.anthropic.com/research/project-vend-2 Trump Commutes Sentence of Private Equity CEO Convicted of Fraud https://www.cnn.com/2025/12/01/politics/david-gentile-trump-pardon Trump Commutes 7-Year Prison Sentence of Former Private Equity CEO David Gentile https://www.nbcnews.com/politics/white-house/trump-commutes-7-year-prison-sentence-former-private-equity-ceo-david-rcna246744 California's Controversial Wealth Tax Proposal Leaves Billionaires With Little Way Out https://www.cnbc.com/2026/01/08/california-wealth-tax-proposal-leaves-billionaires-with-little-way-out.html California Could Impose a Billionaire Tax. Here's How It Would Work https://www.cbsnews.com/news/california-billionaire-tax-ballot-initiative-how-it-works/ New Tax on the Wealth of Billionaires https://lao.ca.gov/BallotAnalysis/Initiative/2025-024Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

This episode explores key accounting and reporting considerations for year-end financial reporting. Technical leaders from our National Office share reminders and timely insights across a range of topics, including tariffs, income taxes, held-for-sale accounting, and other emerging issues–topics that are relevant for all finance teams, even if it's not year-end close time.In this episode, we discuss:1:52 – AI mega-deal structuring and related accounting and reporting complexities11:30 – Equity method accounting considerations and related disclosures15:58 – Tariffs and trade considerations, including inventory impacts21:38 – Crypto asset accounting models and new FASB guidance25:16 – Accounting and reporting for private credit transactions33:00 – Tax reform developments and income tax accounting40:00 – New ASUs related to derivatives and hedge accounting42:52 – Held-for-sale accounting46:00 – OECD Pillar 2 and global taxFollow this podcast on your favorite podcast app and subscribe to our weekly newsletter to stay in the loop.About our guestsBret Dooley is a PwC National Office Deputy Chief Accountant who leads teams focused on the financial services sectors and accounting for financial instruments. He has over 25 years of experience in the financial services, banking, and capital markets industries. Bret focuses on emerging financial reporting issues related to financial instruments, developing interpretive guidance, and assisting clients in resolving complex accounting matters.Pat Durbin is a PwC National Office Deputy Chief Accountant. He has over 30 years of experience consulting with our clients and engagement teams on complex accounting matters, including issues related to revenue, compensation, income taxes, and inventory under both US GAAP and IFRS.Beth Paul is a PwC National Office Deputy Chief Accountant responsible for a team of consultants that specialize in business combinations and related areas, such as consolidations, disposals, impairments, and segment reporting. She has over 30 years of experience consulting with clients and engagement teams on complex accounting matters.About our guest hostTom Barbieri is PwC's US Chief Accountant. He has over 30 years of experience advising large financial services and multinational corporations on complex accounting issues. Tom leads the Accounting & SEC Services Group within the National Office, which is focused on supporting our clients and engagement teams in navigating complex technical accounting and financial reporting matters. He is also a member of the Financial Accounting Standards Advisory Council.Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.comDid you enjoy this episode? Text us your thoughts and be sure to include the episode name.

Alicia breaks down Intuit's December In the Know session, covering three major updates for accountants managing multiple clients and entities. She explains the new consolidated view and dynamic allocations in Intuit Enterprise Suite, walks through the Books Close beta feature that lets you work across client files from a single dashboard, and details the long-awaited realm consolidation tool that finally makes it possible to move up to 75 clients between QBO Accountant instances without the previous hassles.(00:00) - Introduction to the Podcast (01:28) - Upcoming Events and Webinars (05:02) - Product Innovations and Updates (14:11) - Realm Consolidation Explained (22:32) - Personal Updates and Upcoming Classes (25:38) - Conclusion and Farewell LINKSAlicia's upcoming classes: 1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=5393907Projects & Job Costing in QBO, Jan 20: http://royl.ws/ProjectCenter?affiliate=5393907Sales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907In the Know Dec 2025 Slide Deck: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/B5lOFuy8T0CEHeDTJH2h_December2025_In_the_Know_Handout.pdfIntuit Accountant Suite: https://www.firmofthefuture.com/product-update/intuit-accountant-suite/Realm consolidations:Learn more:  https://www.firmofthefuture.com/product-update/consolidating-realms/Guide: https://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/ias-realm-consolidation-connect-2025.pdfTransferring clients: http://quickbooks.intuit.com/learn-support/en-us/help-article/manage-client/transfer-clients-intuit-accountant-suite/L2a0pk1mS_US_en_USBooks Close Playbook: https://docs.google.com/document/d/1oM317NvTsBsdzyLqFYQv3sGj9R370Ldy/preview?pli=1&pru=AAABm1b0Ouk*lKfPbqT_5LtH2ueFFn2VxwWe 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/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Do you feel constantly worried about shrinking organic visibility, heavier ad pressure, and constant change? Running an agency has never been a straight line. Platforms change, algorithms shift, and what worked five years ago can quietly stop working overnight. Organic visibility is shrinking, ads are getting more expensive, and uncertainty feels constant. Today's featured guest knows that reality and will share her journey from agency employee to founder of a 43-person local SEO agency, along with her honest perspective on Google, AI, remote teams, and why growing bigger can actually create more freedom and impact when done for the right reasons. Joy Hawkins is the founder and owner of Sterling Sky, a specialized local SEO agency focused on helping businesses rank on Google Maps and local search results. She has been working in the SEO industry since 2006 and is widely known for her deep understanding of how Google's algorithm works, especially in local search. Sterling Sky is a fully remote agency with team members spread across Canada and the United States. What started as a small consulting experiment has grown into a 43-person team over eight years. In this episode, we'll discuss: Google, AI, and the future of local SEO Why SEO agencies must diversify to survive Building a fully remote team. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design, and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. From Agency Employee to Founder of a Local SEO Agency After more than a decade inside agencies, Joy realized she was more interested in how systems worked than in selling them. When disagreements about services and sales responsibilities reached a breaking point, she decided to try consulting (fully prepared to dip into savings and return to a job if needed). Clients came faster than expected. Eight years later, that experiment has grown into a 43-person remote agency. Google, AI, and the Future of Local SEO One of the biggest challenges Joy sees in the industry right now is the pace of change inside Google's ecosystem. Features are constantly being swapped out, organic real estate is shrinking, and small businesses are feeling the impact more than ever. While agencies can usually adapt, clients often struggle because Google still represents such a large percentage of their lead flow. A major concern Joy sees is how Google is pushing more ads and limiting organic exposure, especially in local results. On mobile devices, users are now seeing local service ads dominate the top of the screen, followed by AI-driven local results that are shrinking from three listings down to one in some cases. For businesses that used to rely on being second or third in the map pack, this shift can mean a dramatic drop in calls almost overnight. Despite the fear around AI, Joy does not believe Google is going anywhere. As she points out, Google's real advantage is data. Reviews, location history, calls, visits, and behavior all live inside Google Maps. That depth of information is something other platforms struggle to match. Local SEO is still viable, but it is no longer free traffic in the way many business owners became used to. The bigger lesson is not about Google itself, but about dependency. When an agency or a business relies too heavily on one channel, any change can feel catastrophic. The agencies that struggle the most right now tend to be those built around rigid, cookie-cutter systems that cannot flex with the landscape. Why SEO Agencies Must Diversify to Survive Agency owners who want time to adapt should keep in mind it's always better to have an outbound strategy, an inbound strategy, and partnerships that you can rely on. If all your business comes from one channel and that channel changes, you are forced into reaction mode. The opportunity here is for agencies to guide clients toward broader strategies. That might include paid ads, partnerships, or even old school tactics like direct mail and local sponsorships. The exact tactic matters less than the mindset. Businesses need multiple levers to pull so they are not held hostage by one platform's decisions. For instance, right now everyone's scrambling to adopt AI in their processes, services, and more. But you should also try to understand the economics behind AI and advertising. The massive data centers, energy consumption, and infrastructure costs mean that today's low prices will not last forever. Platforms are investing heavily now with the expectation that monetization will follow. For agency owners, this reinforces the importance of pricing correctly, setting expectations with clients, and building offers that account for rising costs and shrinking organic margins. Building a Fully Remote Agency Joy's agency started more as a practical decision than a remote-first experiment. After years of working from home she saw no reason to take on the overhead of an office. The cost savings mattered early on, but the flexibility mattered even more. Without a commute, Joy could better balance work and family life. That same benefit extended to her team. Many of her early hires were former coworkers from an agency that later shut down, people she already trusted and respected. Since they were geographically spread out, an office would have created unnecessary friction. Expanding into the United States was also a strategic move. Joy wanted access to a larger talent pool so she could be extremely selective about who she hired. Being remote made it possible to hire people who were already passionate about local SEO instead of settling for whoever happened to live nearby. Culture, Connection, and Team Building at Scale One of the risks of running a remote agency is losing human connection. Joy is very intentional about avoiding that. While informal meetups happen more often in Canada, the entire team gets together once a year for an in person retreat. The goal of these retreats is mostly relationship building. Joy genuinely likes the people she works with and considers many of them friends. She believes that strong relationships create trust, better communication, and a healthier work environment overall. Joy sees firsthand how flexible work, reasonable boundaries, and a supportive environment can be life changing for employees who came from toxic workplaces. That impact has become a meaningful part of why she continues to grow the agency. Why Scaling the Agency Became a Mission When she first started her agency, Joy wanted a small team. Ten people or fewer. Highly experienced. Minimal management. That vision changed a few years in, and the reason surprised her. Around two years in, her agency began supporting a charity in Uganda, and the more she built that relationship, the more Joy saw how far a single dollar could stretch there compared to North America. Visiting in person made the impact real. She realized that by growing the agency, she could dramatically increase the good they could do through that partnership. The same realization applied to her team. As the agency grew, Joy saw how stable, flexible work improved her employees' lives. That sense of responsibility and opportunity shifted her perspective as she figured out her purpose. Now growth was no longer about ego or scale for its own sake. It became a way to create more impact both inside and outside the business. Leadership, Delegation, and Hiring for Your Weaknesses Agency owners who wish to keep their businesses small are often thinking about the nightmare that running a big agency can be. They imagine that the headaches they deal with at ten employees will just double if the team doubles. However, this was never the case for Joy. When she thinks about overworking she thinks about her time working for others. This is probably because Joy has always been very clear about what she does not enjoy. Accounting, taxes, and people management are high on the list, and instead of forcing herself to become good at everything, she hired people who genuinely enjoy those areas. A strong accountant removed massive mental load early on and hiring leadership team members who thrive on managing people allowed Joy to focus on strategy and innovation. She believes this is one of the biggest unlocks for agency owners who feel trapped. Delegation is not about offloading busywork. It is about trusting capable people to own outcomes. Joy prefers hiring experienced professionals over entry level talent because she does not want to micromanage. Her expectations are high, but so is her respect for her team's autonomy. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Is your firm one bad decision away from falling apart?Probably not – even though it sometimes feels that way.This episode reframes what actually puts an accounting firm at risk, and what just hurts in the moment.You'll hear why most firms are far more resilient than their owners realize, how to tell the difference between real danger and normal business pain, and why small experiments are safer than endless overthinking.If January has you cautious, stuck, or second-guessing everything, this will steady the ground under your feet.…Link to full shownotes: https://www.businessstrategyforcpas.com/379…Want Pricing Essentials?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 client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. … Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7

The holiday season often shines a spotlight on the heavy burden dental practice owners carry. Casey Hiers and Jarrod Bridgeman dive into why so many clinicians fall into a "Stockholm syndrome" mindset—feeling trapped by the belief that they must handle every business and clinical task themselves.The guys discuss how a lack of delegation leads to burnout and why being vulnerable about your professional challenges is actually the first step toward true profitability. They also challenge you to audit your inner circle: Is your CPA or accountant actually helping you grow, or are they just along for the ride?Forget vague resolutions. This episode focuses on strategic planning and making the incremental changes necessary to reclaim your time and boost your bottom line in the new year.Upcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory

In the 222nd BlockTalks we speak with Amal Shehata, Distinguished Clinical Professor of Accounting and Academic Director, BS-Business/MS-Accounting Program at NYU Stern School of Business, who's elevating Blockchain education for a new generation of leaders. Linkshttps://www.linkedin.com/in/amal-shehata-aa0b32178/https://www.linkedin.com/school/nyu-stern-school-of-business/https://www.stern.nyu.edu/. Redes sociais / comms.. https://blockdropspodcast.xyz/.. https://blockdrops.substack.com .. Instagram.com/blockdropspodcast.. Twitter.com/blockdropspod.. Blockdrops.lens .. https://warpcast.com/mauriciomagaldi.. youtube.com/@BlockDropsPodcast.. Meu conteúdo em inglês twitter.com/0xmauricio.. Newsletter do linkedin  https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7056680685142454272.. blockdropspodcast@gmail.com

The field says the job is further along. Accounting says it's not. In this episode, Eric Anderton and Kathe Barrington, CPA explain why that disconnect exists—and why both sides are right. The field measures physical progress. Accounting measures financial reporting. When those systems fall out of sync, WIP becomes unreliable, billing lags, and cash flow suffers. This episode is Part 3 of the Construction Accounting Series, following: WIP Reports Made Simple How to Use Your WIP to Protect Cash and Grow Profitability If you want fewer surprises and better control over your jobs, don't miss this conversation.  

Ken Kaufman and Dallin Kaufman clear up common misconceptions about accrual accounting, explaining why it's more accurate and reliable than cash basis accounting. They discuss why many businesses overlook its value and why accrual accounting remains the standard across industries.Click here to join our free study club! https://chat.whatsapp.com/H746zQhOps161RNOv5Meut?mode=hqrt3

The 80/20 rule isn't new in business, but most agency owners are still drowning in the wrong 80%.  We discuss how the Pareto Principle shows up in agency life: service overload, monoline accounts, paper chaos, and clients that consume time without moving revenue.  If your team feels stretched, your service load feels heavy, or your agency isn't scaling the way it should, this episode will help you cut through the noise and refocus on the 20% that truly matters. Learn more at IntegraPartnerNetwork.com.

Financial Accounting Standards Board (FASB) Accounting Standards Update (ASU) 2023-09 makes improvements to income tax disclosures. It's already effective for public companies and will become effective for private companies soon. Get an overview of the changes.Resources:FASB ASU 2023-09Accounting and auditing articles and eventsJoin the Accounting & Auditing Standards Interest Group

How does $95 million go missing at a bank—and still get a clean audit? Blake and David unpack the Evolve Bank/Synapse meltdown, what auditors missed, and how SOC reports fall short. Plus: the penny shortage pushing cash rounding at the register, the shocking stat that even 29% of partners don't know partner pay, and the case for semiannual reporting. Walk away with practical takeaways for clients, staff, and your own firm.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/casOnPay - http://accountingpodcast.promo/onpayChapters(00:44) - The Penny Shortage Crisis (03:52) - Evolve Bank's $95 Million Scandal (17:12) - Earmark CPE and Other Podcast Recommendations (22:00) - Partner Salaries and Compensation Transparency (28:27) - Data Breach at SAX Accounting Firm (33:28) - Semi-Annual Reporting Debate (36:25) - Debating Semi-Annual Reporting (37:38) - Quarterly Reporting Games (38:25) - LinkedIn Comment: The Case for Quarterly Reports (39:11) - The Value of Financial Statements (39:58) - Challenges in Modern Accounting (46:57) - 2026 Accounting Predictions (52:01) - AI's Impact on Bookkeeping (01:09:08) - Closing Thoughts and Farewell  Show NotesSquare Enables Penny Rounding https://squareup.com/us/en/press/penny-rounding CFPB Allocates $46 Million To Synapse/Evolve Victims In First-Ever Fintech Bailout https://fintechbusinessweekly.substack.com/p/cfpb-allocates-46-million-to-synapseevolve The 2025 Accounting Today Salary Survey https://www.accountingtoday.com/list/the-2025-accounting-today-salary-survey The Ultimate 2026 Accounting Salary Guide https://blog.workday.com/en-us/ultimate-2026-accounting-salary-guide.html Deloitte's CTO: companies are spending 93% on tech and only 7% on people and that has to change https://fortune.com/2025/12/15/deloitte-cto-bill-briggs-what-really-scares-ceos-about-ai-human-resources/ Accounting firm waited 18 months to announce breach https://cybernews.com/security/sax-data-breach-quarter-million-exposed/ Should Public Companies Move to Semi-Annual Reporting? https://www.cpajournal.com/2025/12/19/should-public-companies-move-to-semi-annual-reporting/ United States Mint Hosts Historic Ceremonial Strike for Final Production of the Circulating One-Cent Coin https://www.usmint.gov/news/press-releases/united-states-mint-hosts-historic-ceremonial-strike-for-final-production-of-the-circulating-one-cent-coinNeed 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/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Business - Paul Rosenblum, Bookkeeping Mensch

As we push our boundaries deeper into the position of stamina, we come to a crossing in the road. This decision is crucial because one path brings you back to square one and the second path will boost you into area that will provide an abundance of ammunition needed to further continue into any road. Traverse with Mahatma, Alejandra and Gail as we discuss what these roads have looked like for us. Many of these roads will open up the topics of shifting of an era, embodiment practices, and worth. Each of us coming from different corner in the world, experienced different obstacle's and yet can attest to the success of journeying into our own unique path. We give you the answer in this episode on how to determine how to choose between the paths. The trick is you will have to be the one to hear it. Want the Full conversation? For a limited time, you can find full episodes available on YT Elite Motivation411 andFull Cut can be accessed 24/7 on PatreonBest wishes to those planning to act on the journey to Cellf Acceptance. Salute to those that can take a chance everyday to reach higher standards of what loving Yourcellf looks like for you. Tap in with each of the Host for more ways to deepen your standards. Meet the Cohost's⁠Gail Lynn⁠ is a renowned visionary, inventor and pioneer in the realm of frequency healing, celebrated for her ground-breaking creation, the Harmonic Egg®. She went on to also create the LiFT TM. These innovative sound and light frequency chambers, designed with the aim of fostering holistic healing and wellness, stands as a testament to Gail's visionary approach to promoting mental, emotional, physical, and spiritual well-being. She is also the author of ‘Unlocking the Ancient Secrets to Healing: Why science is looking to the past for the future of medicine'. Website: ⁠http://www.harmonicegg.com⁠Alejandra Brady is a globally sought-after Feng Shui consultant, combining the Eastern art of home energy enhancement, her design skills and her intuitive knowing about the clients and the “felt” energy in the home. She is also an award-winning book bares a title that prepares you for what is to come: I Just Can't Make This Sh!t Up! Book ∙I Just Can't Make This Sh!t Up: Overcoming Fear and Accepting My Spiritual Gifts is available on Amazon.com in hardcover ($26.99), softcover paperback ($19.99) and on Kindle (9.99). Website ∙https://alejandrabrady.com/ Social Media ∙ Facebook: https://www.facebook.com/alejandra.brady ∙ Instagram: https://www.instagram.com/alejandragbradylifestyled/ ∙ LinkedIn: https://www.linkedin.com/in/alejandra-brady-b35177213/ ∙ YouTube: https://www.youtube.com/channel/UCXt_O-EzB38PwnAZfMTQNsQMeet the HostMahatma Starseed is a Community Motivator who provides Health and Life Coaching, is a Registered Yoga Teacher holds a Bachelor's Degree in Accounting. Her role is to be committed to increasing the health& wellness in every community. As the owner of JDL Enterprises & EliteMotivation411, she focuses on providing alternative methods to your business, continue your life purpose and/or grow your empowerment within your community. Enlightenment Services available to the public are Energy Management, Advisor, Speaking, and Coach. A big believer in Humanity, Community, she has explosive energy to power through any situation. Creates an ALL IN atmosphere. As a holistic business coach, Mahatma assist you in focusing on how to approach your career, health, home life and the way you educate yourcellf and your family and/or tribe. You can also find her music on all major platforms (link found through Linktree below) to begin your vibrational healing. You can connect for one on one , Spiritual Growth Consulting or Group workshops. Check out the links below to see how to keep in touch with MahatmaFollow up with your own private unfoldment. Schedule a session ⁠Scared Services below⁠ ⁠⁠https://linktr.ee/EliteM411⁠⁠⁠Find out more aboutus on IG/FB  @elitemotivation411 on YOUTUBE

The extra demands involved when there are private equity owners

In this solo episode Mark outlines a dozen tips to consider when setting realistic goals. Links of Interest: EP 451 - Tales from the Backburnder: A Pair of Messages to Readers Draft2Digital Self Publishing Insiders - Jan 1, 2026 Episode (YouTube) Manuscript Report (Mark's affiliate link - use MARK10 to save 10%) Buy Mark a Coffee Patreon for Stark Reflections Mark's YouTube channel ElevenLabs (AI Voice Generation - Affiliate link) Mark's Stark Reflections on Writing & Publishing Newsletter (Signup) An Author's Guide to Working With Bookstores and Libraries The Relaxed Author Buy eBook Direct Buy Audiobook Direct Publishing Pitfalls for Authors An Author's Guide to Working with Libraries & Bookstores Wide for the Win Mark's Canadian Werewolf Books This Time Around (Short Story) A Canadian Werewolf in New York Stowe Away (Novella) Fear and Longing in Los Angeles Fright Nights, Big City Lover's Moon Hex and the City Only Monsters in the Building The Canadian Mounted: A Trivia Guide to Planes, Trains and Automobiles Yippee Ki-Yay Motherf*cker: A Trivia Guide to Die Hard Merry Christmas! Shitter Was Full!: A Trivia Guide to National Lampoon's Christmas Vacation I Think It's A Sign That The Pun Also Rises   The introductory, end, and bumper music for this podcast ("Laser Groove") was composed and produced by Kevin MacLeod of www.incompetech.com and is Licensed under Creative Commons: By Attribution 3.0

Dan Taylor, Professor of Accounting at the Wharton School, discusses how his research helped shape new legislation requiring foreign company executives to disclose stock trades and protect U.S. investors from opportunistic insider selling. Hosted on Acast. See acast.com/privacy for more information.

Alicia and Dan kick off 2026 by diving into 27 pages of notes from Intuit Connect's Innovation Circle. They break down upcoming changes to bank feeds (including confidence indicators and MasterCard receipt capture), the new payroll agent that handles timesheets via text message, enhanced tax impoundment processes, and Intuit Intelligence's business analytics features. Most innovations are rolling out between spring 2026 and early 2027, with some already appearing in testing.SponsorsUNC - https://uqb.promo/unc(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:48) - QuickBooks Online Innovations (01:44) - Bank Feed Enhancements (06:56) - Client Requests and MasterCard Integration (18:27) - Operational Software Hurdles Removed (19:27) - Text-Based Payroll Management (22:00) - Document Management and Employee Onboarding (28:12) - Tax Impounding and Auto Filing (35:02) - Intuit Intelligence and Business Analytics (42:46) - Upcoming Classes and Events LINKSAlicia's upcoming classes: 1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=5393907Connect with DanSchoolofbookkeeping YouTube: https://snip.ly/SOBYT Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayQB Power Hour Webinar 1099 Strategies: Is QB Enough? - 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/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Happy New Year! Enjoy the annual tradition of accounting humor hosted by my two kids, Hazel and Remy. I'll be back soon with a fresh batch of content to kick off 2026.Find all episodes of the Business Strategy for CPAs here:https://www.businessstrategyforcpas.com/---------FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. … Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7