Podcasts about accounting firms

Can an AI reconcile your books while you sleep? Blake and David run a live experiment with ChatGPT-5's Agent Mode in Xero—watching it match transactions, stumble on prepayments, and reveal what's realistically automatable today. They also break down a flood of app news: Dext's bill pay, Ramp's mega raise, Thomson Reuters and Deloitte's agentic AI, plus Ignition–Financial Cents and Canopy portal moves. They dig into survey findings showing that 58% of employees are secretly using AI at work despite company bans, and take a look at how AI is disrupting the job market for college graduates. SponsorsTeamUp - http://accountingpodcast.promo/teamupRelay - http://accountingpodcast.promo/relayHuman at Scale - http://accountingpodcast.promo/humanMissive - http://accountingpodcast.promo/missiveChapters(01:32) - Exploring AI in Accounting (02:20) - Testing ChatGPT for Accounting Tasks (05:26) - Reconciling Transactions with AI (10:27) - App News (18:34) - AI and Automation in Accounting (23:29) - Recent Raises and Acquisitions (31:10) - Government and Regulatory Updates (35:14) - AI Agent Struggles with Prepayment (35:39) - VC Investments in Accounting Firms (37:43) - Ignition and Financial Sense Integration (40:13) - Canopy's Smart Intake and AI Innovations (42:58) - AI in the Workplace: Surveys and Insights (44:39) - AI Agent Finally Figures Out Prepayment (52:36) - AI's Limitations and Future Potential (01:01:55) - Fundraising and AI in Accounting Apps (01:12:28) - Impact of AI on the market (01:13:42) - Conclusion and CPE Information  Show NotesProduct Specialist-Accounting,AI - Xerohttps://builtinlondon.uk/job/product-specialist-accounting-ai/6683466Rillet raises $70M to replace 20th-century accounting software with AI-native ERP built by accountantshttps://www.globenewswire.com/news-release/2025/08/06/3128328/0/en/Rillet-raises-70M-to-replace-20th-century-accounting-software-with-AI-native-ERP-built-by-accountants.htmlAI accounting startup Rillet raises $70 million in Andreessen Horowitz, ICONIQ-led roundhttps://www.investing.com/news/economy-news/ai-accounting-startup-rillet-raises-70-million-in-andreessen-horowitz-iconiqled-round-4172975Ramp Raises $500 Million at $22.5 Billion Valuation to Accelerate AI and Build the Future of Financehttps://www.prnewswire.com/news-releases/ramp-raises-500-million-at-22-5-billion-valuation-to-accelerate-ai-and-build-the-future-of-finance-302516953.htmlRamp hits $22.5B valuation just 45 days after reaching $16Bhttps://techcrunch.com/2025/07/30/ramp-hits-22-5b-valuation-just-45-days-after-reaching-16b/IRS, White House clashed over immigrants' data before Billy Long was oustedhttps://www.washingtonpost.com/business/2025/08/09/trump-administration-irs-data-dispute/Trump replaces IRS Commissioner Billy Long with Scott Bessenthttps://www.washingtonpost.com/business/2025/08/08/billy-long-irs-commissioner-bessent/Trump ousts Billy Long as IRS commissioner, names Bessent acting headhttps://www.cnn.com/2025/08/08/politics/billy-long-ousted-irs-commissionerIRS Chief Forced Out After Immigrant Tax Data Pushback—Reporthttps://www.newsweek.com/irs-chief-forced-immigrant-tax-data-pushback-report-2111292Billy Long's IRS ouster follows clashes with Treasury, sparks concernhttps://thehill.com/homenews/administration/5449180-treasury-clashes-irs-commissioner/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/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 c...

Blake and David discuss how both AICPA and NASBA have officially endorsed a 120-hour CPA licensure pathway in the ninth edition of the Uniform Accountancy Act, validating Blake's long-standing advocacy against the 150-hour requirement. They also examine Baker Tilly's policy, which requires CPAs to remove their designations from email signatures and LinkedIn profiles due to alternative practice structures. They move on to the launch of GPT-5, praising its improved integration but noting concerning chart errors in OpenAI's presentation and ongoing hallucination issues. Rounding things out, they also discuss Trump's firing of newly-appointed IRS Commissioner Billy Long after just weeks in office, comparing it to his dismissal of the Bureau of Labor Statistics head over unfavorable job revision data.SponsorsOnPay - http://accountingpodcast.promo/onpay Keeper - http://accountingpodcast.promo/keeperMissive - http://accountingpodcast.promo/missive TeamUp - http://accountingpodcast.promo/teamupChapters(00:41) - AICPA and NASBA owe Blake an apology (02:35) - AI and GPT-5 Launch (04:17) - CPA License Controversy (13:04) - IRS and BLS Firings (24:54) - Tariffs and Economic Impact (37:13) - Impressive Results with GPT-5 (41:13) - Private Equity and Accounting Firms (45:16) - AI Errors in High-Stakes Presentations (56:41) - SEC's New Stable Coin Regulations (59:56) - China's Response to US Stable Coin Regulations (01:01:16) - KPMG and the Silicon Valley Bank Collapse (01:03:20) - Macy's Executive Bonuses Clawed Back (01:05:33) - Luckin Coffee's Auditor Penalized (01:08:34) - Mike Lynch's Estate Hit with $1 Billion Judgment (01:09:51) - Match Group's Stock Surge and Economic Optimism (01:12:58) - Final Thoughts and Continuing Education  Show NotesNASBA, AICPA give blessing to 120-hour CPA pathwayhttps://www.cfo.com/news/governing-bodies-of-accounting-give-blessing-to-120-hour-cpa-requirement/754033/ AICPA and NASBA Approve Model Legislation for New CPA Licensure Pathhttps://nasba.org/blog/2025/05/13/aicpa-and-nasba-approve-model-legislation-for-new-cpa-licensure-path/NASBA and AICPA Publish Ninth Edition of the Uniform Accountancy Act (UAA)https://nasba.org/blog/2025/07/22/nasba-and-aicpa-publish-ninth-edition-of-the-uniform-accountancy-act-uaa/Alaska Becomes the Latest State to Offer an Alternate CPA Pathway, With No Help From the Governorhttps://www.goingconcern.com/alaska-becomes-the-latest-state-to-offer-an-alternate-cpa-pathway-with-no-help-from-the-governor/CPA requirements by statehttps://www.cfo.com/news/cpa-requirements-by-state-cfo-accounting-updates-changes-150-hour/740328/Baker Tilly Secures Private Equity Investment in Largest CPA Transaction to Datehttps://insidepublicaccounting.com/2024/02/05/baker-tilly-secures-private-equity-investment-in-largest-cpa-transaction-to-date/Trump ousts Billy Long as IRS commissioner, names Bessent acting headhttps://www.cnn.com/2025/08/08/politics/billy-long-ousted-irs-commissionerIRS Commissioner Billy Long replaced after less than two monthshttps://www.npr.org/2025/08/08/nx-s1-5496549/irs-billy-long-trumpTrump removes Billy Long as IRS commissioner, giving him the shortest-ever tenure in the rolehttps://federalnewsnetwork.com/management/2025/08/trump-removes-billy-long-as-irs-commisioner-less-than-2-months-after-his-confirmation/OpenAI botches the charts in GPT-5 introductionhttps://flowingdata.com/2025/08/07/openai-botches-the-charts-in-gpt-5-introduction/GPT-5 Launch Demo Plagued With Catastrophically Dumb Errorshttps://futurism.com/gpt-5-demo-dumb-errorsSam Altman addresses 'bumpy' GPT-5 rollout, bringing 4o back, and the 'chart crime'https://techcrunch.com/2025/08/08/sam-altman-addresses-bumpy-gpt-5-rollout-bringing-4o-back-and-the-chart-crime/Introducing GPT-5https://openai.com/index/introducing-gpt-5/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...

What happens when the traditional path from college to accounting career gets disrupted by AI and automation? This week, Blake and David explore who's most likely to quit accounting firms (hint: it's the middle managers), why wages are rising while jobs disappear, and how one college is revolutionizing accounting education. You'll discover which employees are happiest and most miserable in accounting, learn why ChatGPT conversations could be used against you in court, and hear from Nicole Wetter about Green River College's innovative applied accounting program that puts students in real internships while teaching them AI tools alongside traditional skills.SponsorsChapters(00:48) - AI in Accounting: Opportunities and Limitations (02:11) - Impact of AI on Accounting Jobs (04:07) - Interview with Nicole Wetter: Applied Science in Accounting (04:57) - ChatGPT and Legal Concerns (05:29) - Accounting Industry Updates and Opinions (06:55) - Employee Satisfaction in Accounting Firms (12:12) - Mergers and Acquisitions in Accounting (13:38) - Sponsor Messages and Livestream Welcome (17:40) - Conflicting Survey Data on Tech Adoption (25:16) - ChatGPT Study Mode: A New Way to Learn (31:13) - Second Sponsor Message: Team Up (32:10) - Free Resources for Listeners (32:29) - Billy Long's IRS Leadership (36:02) - Jeffrey Epstein's Tax Planning Scandal (38:03) - Rant on Tariffs and Economic Policies (47:04) - Interview with Nicole Wetter on Applied Accounting Education (01:10:04) - Final Thoughts and Upcoming Events  Show NotesWho's most likely to leave your accounting firm?https://www.accountingtoday.com/news/whos-most-likely-to-leave-your-accounting-firmSam Altman warns there's no legal confidentiality when using ChatGPT as a therapisthttps://techcrunch.com/2025/07/25/sam-altman-warns-theres-no-legal-confidentiality-when-using-chatgpt-as-a-therapist/OpenAI to appeal New York Times copyright case over user data preservationhttps://www.foxbusiness.com/technology/openai-appeal-copyright-ruling-ny-times-case-altman-calls-ai-privilegeHow we're responding to The New York Times' data demands in order to protect user privacyhttps://openai.com/index/response-to-nyt-data-demands/'I don't care about Direct File': IRS chief says agency plans to end free filing programhttps://www.cnbc.com/2025/07/30/irs-chief-says-agency-plans-to-end-free-direct-file-program.htmlIRS Chief Says Direct File Is 'Gone,' Other Audit Tech Is Cominghttps://news.bloombergtax.com/daily-tax-report/irs-chief-says-direct-file-is-gone-other-audit-tech-is-comingNew commissioner confident IRS can implement OBBBA's tax provisionshttps://www.journalofaccountancy.com/news/2025/jul/new-commissioner-confident-irs-can-implement-obbbas-tax-provisions/Continuing Epstein Investigation, Wyden Probes IRS's Failure to Investigate Sex Trafficker's Highly Lucrative Tax Planning Workhttps://www.finance.senate.gov/ranking-members-news/continuing-epstein-investigation-wyden-probes-irss-failure-to-investigate-sex-traffickers-highly-lucrative-tax-planning-workWyden probes IRS failure to investigate Jeffrey Epstein's tax planninghttps://www.accountingtoday.com/news/wyden-probes-irs-failure-to-investigate-jeffrey-epsteins-tax-planningAs Trump Sits on Key Epstein Files, Wyden Lays Out "Follow the Money" Investigation for DOJhttps://www.finance.senate.gov/ranking-members-news/as-trump-sits-on-key-epstein-files-wyden-lays-out-follow-the-money-investigation-for-dojNeed 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/OvercastClassifiedsREFRAME 2025 - http://accountingpodcast.promo/reframe2025Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Account...

What happens when politicians threaten to cut funding from accounting standard-setters unless they eliminate specific rules? Blake and David explore unprecedented political interference in FASB and PCAOB operations, plus the IRS facing a 23% budget cut despite Trump's push for more customer service staff. They unpack Sam Altman's warning about AI breaking voice authentication at major banks, why accounting degrees deliver 261% ROI (fourth-best among all majors), and how $28.7 billion in private equity money is reshaping CPA firms. Plus, the economic reality behind Stephen Colbert's show cancellation, Bitcoin's institutional takeover, and how tariff uncertainty is creating impossible planning conditions for businesses.SponsorsHuman at Scale - http://accountingpodcast.promo/humanKeeper - http://accountingpodcast.promo/keeperMissive - http://accountingpodcast.promo/missiveCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(00:41) - The Decline of Late Night TV (03:02) - The Shift to Digital Media (13:51) - AI in Accounting Firms (16:46) - PCOB Leadership Changes (20:06) - Legislation to Eliminate PCOB (21:06) - FASB Funding Threats (24:54) - IRS Budget Cuts (31:56) - Deloitte's Audit Investigation (32:55) - Uncovering Glencore Energy's Bribery Scandal (34:19) - The ROI of an Accounting Degree (38:01) - Private Equity's Surge in Accounting Firms (54:46) - The Immigration Debate and Economic Consequences (01:00:57) - Alternative Pathways in Accounting: Alaska's New Law (01:01:48) - Conclusion Final Thoughts  Show NotesCBS is ending 'The Late Show with Stephen Colbert' next year | CNN Business https://www.cnn.com/2025/07/17/media/cbs-cancels-stephen-colbertStephen Colbert's 'Late Show' run will come to an end next year as CBS cancels franchise https://www.nbcnews.com/pop-culture/tv/stephen-colbert-late-show-end-cbs-rcna219499Inside CBS' 'agonizing decision' to cancel Colbert's top-rated late-night show | CNN Business https://www.cnn.com/2025/07/18/media/colbert-cbs-late-show-cancel-paramount-trumpSEC.gov | SEC Announces George Botic to Serve as Acting Chair of the Public Company Accounting Oversight Boardhttps://www.sec.gov/newsroom/press-releases/2025-100-sec-announces-george-botic-serve-acting-chair-public-company-accounting-oversight-boardGeorge Botic Takes Over as Acting Chief of the PCAOB - CPA Practice Advisor https://www.cpapracticeadvisor.com/2025/07/22/george-botic-takes-over-as-acting-chief-of-the-pcaob/165364/SEC names George Botic as acting chair of PCAOB | Accounting Today https://www.accountingtoday.com/news/sec-names-george-botic-as-acting-chair-of-pcaobHouse Republicans propose to withhold funds from FASB unless income tax reporting standard is withdrawn | Accounting Todayhttps://www.accountingtoday.com/news/house-republicans-propose-to-withhold-funds-from-fasbGOP Threatens Accounting Board Funding Over Tax Disclosure Rules https://news.bloombergtax.com/financial-accounting/gop-threatens-accounting-board-funding-over-tax-disclosure-rulesAmericans Want to Know Which Corporations Aren't Paying Taxes, but House Republicans Want to Keep this Information Secrethttps://itep.org/corporate-tax-avoidance-house-republicans-spending-bill/Trump wants to reverse the staffing cuts he's overseen for IRS customer service. House Republicans disagree. - Government Executivehttps://www.govexec.com/workforce/2025/07/trump-wants-reverse-staffing-cuts-hes-overseen-irs-customer-service-house-republicans-disagree/407002/Trump slashes 25% of IRS workforce with buyouts, firings of nearly 26,000 agency staff https://www.washingtontimes.com/news/2025/jul/22/trump-slashed-25-irs-workforce/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/Ov...

In this video, Tonya Schulte of The Profit Constructors breaks down the key differences between traditional accounting firms and firms like hers that specialize in management accounting for construction trades. Using relatable trade industry examples, Tonya explains why it's crucial to find the right accounting partner—one who doesn't just file reports but helps you build a business that thrives. If you're tired of feeling like your accountant is just checking boxes, this is for you.

What happens when a $2 trillion cryptocurrency market suddenly requires monthly audits? Blake and David break down the Genius Act, the new federal stablecoin legislation that just created a massive opportunity for auditors—but also potentially recreated the chaotic "wildcat banking" era of the 1800s. You'll learn why every stablecoin issuer now needs monthly attestation reports and annual audits, creating hundreds of new recurring revenue streams for accounting firms willing to take on the risk. Plus, they explore whether there are enough auditors to actually make this system work, and what happens if quantum computing breaks cryptocurrency security. The episode also covers PCAOB leadership changes under the new administration, live-tests AI agents trying to enter invoices (spoiler: it's messier than the hype suggests), and updates on the 23 states now offering alternative CPA pathways.SponsorsMissive - http://accountingpodcast.promo/missiveRelay - http://accountingpodcast.promo/relayCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(01:17) - AI in Accounting: Browser Integration (02:35) - Major News: The Genius Act and Its Implications (03:38) - Sponsor Shoutouts and Livestream Interaction (05:06) - Audit News: Erica Williams and PCAOB Changes (08:27) - Federal Audit Failures and OMB's Strategic Reset (09:48) - AICPA's New Fraud Detection Standards (12:52) - Sponsor Highlight: Missive (15:38) - Fraud Case Study: Christine Hunsicker's $300M Scam (20:08) - Deep Dive: The Genius Act and Stablecoins (41:21) - The Risk of Stablecoins and Financial Contagion (42:07) - Quantum Computing Threat to Bitcoin (42:38) - The Challenge of Upgrading Cryptocurrency Systems (43:22) - Summary and Predictions for Accounting Firms (43:38) - Fraud in the Traditional Banking System (44:08) - Relay: The Small Business Banking Solution (45:43) - Pig Butchering: A Growing Fraud Problem (48:05) - The Case for a Federal Stablecoin (50:26) - Alternative Pathways for CPA Licensure (52:02) - Decline in CPA Licenses and Modernizing Education (54:59) - Cloud Accountant Staffing: Solving the Labor Shortage (56:01) - Agentic AI: The Future of Automation (59:13) - Challenges and Potential of AI in Accounting (01:02:31) - The Role of AI in Data Entry and Research (01:17:53) - Conclusion and Final Thoughts  Show NotesTrump signs landmark GENIUS Act, hailing "exciting new frontier" for crypto - CBS News https://www.cbsnews.com/news/trump-signs-genius-act-crypto-bill/Fact Sheet: President Donald J. Trump Signs GENIUS Act into Law – The White House https://www.whitehouse.gov/fact-sheets/2025/07/fact-sheet-president-donald-j-trump-signs-genius-act-into-law/Stablecoin regulation bill heads to Trump's desk https://www.axios.com/2025/07/17/house-passes-genius-act-stablecoins-trumpA 'Crypto Week' win: Congress passes 1st major crypto legislation in the U.S. https://www.npr.org/2025/07/17/nx-s1-5451413/crypto-week-stablecoin-genius-act-trumpGENIUS Act Passes in US Congress: A Breakdown of the Landmark Stablecoin Law – Publications https://www.morganlewis.com/pubs/2025/07/genius-act-passes-in-us-congress-a-breakdown-of-the-landmark-stablecoin-lawErica Williams Resigns as PCAOB Chair - CPA Practice Advisor https://www.cpapracticeadvisor.com/2025/07/15/erica-williams-resigns-as-pcaob-chair/164956/PCAOB chair Erica Williams steps down | Accounting Today https://www.accountingtoday.com/news/pcaob-chair-erica-williams-steps-downSEC.gov | Statement Regarding Tenure of Erica Williams at the PCAOB https://www.sec.gov/newsroom/speeches-statements/atkins-statement-erica-williams-pcaob-071505Southern District of New York | CaaStle Founder Charged In $300 Million Fraud Scheme | United States Department of Justice https://www.justice.gov/usao-sdny/pr/caastle-founder-charged-300-million-fraud-schemeThe surprising details of fashion entrepreneur Christine Hunsicker's fraud indictment- Fast Company https://www.fastcompany.com/91371881/the-surprising-details-of-fashion-entrepreneur-christine-hunsickers-fraud-indictmentFashion startup founder Christine Hunsicker accused of cheating investors out of over $300 million - CBS News https://www.cbsnews.com/news/christine-hunsicker-charged-fraud-300-million-fashion-startup-founder/States move beyond the 150-hour rule for CPA licensure | Accounting Today https://www.accountingtoday.com/list/states-move-beyond-the-150-hour-rule-for-cpa-licensureTracking CPA licensure paths: Removing the 150-hour-rule hurdle | CFO Dive https://www.cfodive.com/news/broadening-cpa-licensure-paths-marching-beyond-150-hour-rule-accounting-talent-shortage/745282/The rise and fall of the 150-hour rule https://www.cfobrew.com/stories/2025/04/10/the-rise-and-fall-of-the-150-hour-ruleAICPA, NASBA approve alternatives to the 150-hour rule https://www.cfobrew.com/stories/2025/05/15/aicpa-nasba-approve-alternatives-to-the-150-hour-ruleNeed 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

Some of the resources I mentioned:My app recommendation database https://jasononfirms.com/appsMy service library templates https://jasononfirms.com/service-libraryMy 1040 workflow breakdown https://jasononfirms.com/1040My AI prompts for your meetings https://jasononfirms.com/meeting-promptsHere's that automated time tracker Rize https://rize.io/To learn more about building offers check out Hormozi's $100M Offers https://www.amazon.com/100M-Offers-People-Stupid-Saying/dp/173747574X?sr=8-3

The powerful request tool Content Snare https://contentsnare.com/Horomozi's $100M Offers Book https://www.amazon.com/100M-Offers-People-Stupid-Saying/dp/173747574X?sr=8-3

Grab the 1 hour Q&A with Canopy CEO Davis Bell here! https://www.getcanopy.com/blog/ask-jason-staats-anythingThe video about using AI for research https://youtu.be/OkI0tdeYuSM?si=UtiY66c1CbtEHeGGCheck out the AI assistant for this podcast! https://www.delphi.ai/jasonstaatsMy guide to building out your tech stack https://youtu.be/civmOqx6Td8?si=ktGVlzuAODM8TSu9

Most firm owners think growth means more ads, more hires, or more hustle. But what if you could grow without any of that?In this episode of The Wize Way Podcast for Accountants and Bookkeepers, Ed Chan breaks down the 4 smartest (and often overlooked) levers you can pull to grow your firm, starting with what you already have. From turning happy clients into referral machines, to selling more services to your current base, to marketing that actually works, and the real ROI behind acquisitions... Ed lays out a clear path for firm owners who want growth without chaos.If you want a business that attracts clients like a garden attracts butterflies, this is your blueprint.________________ PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

This week on UTH, Alan FitzGerald, founder of Practice Connections Advisory, and Matthew Peng, managing director of Business Continuum, join Imogen to share their thoughts on the IT knowledge gap in accounting firms, why it needs crucial attention and what they're doing to fix it. As the technology space rapidly evolves, accounting firms are being left in the dust at a time they need to pick up their game. Tune in to hear more about: What the IT knowledge gap is and why it exists. Why accounting firms are struggling with the fast-paced evolution of technology. Common misconceptions about technology within firms. How Alan and Matt plan to help close the IT knowledge gap. How closing the gap would improve the broader profession. You can contact the Accountants Daily team and podcast host Imogen at imogen.wilson@momentummedia.com.au.

Here's that video on feedback loops https://youtu.be/E81SlFQte4E?si=nKX6GJB2JdM4MfeTManaging Oneself by Peter Drucker https://www.amazon.com/Managing-Oneself-Harvard-Business-Classics/dp/142212312X?sr=8-1The Win Without Pitching Manifesto https://www.amazon.com/dp/1999523504/?bestFormat=true&k=the win without pitching manifesto

Learn more about the folks behind this event, PASBA, here! https://pasba.org/

What happens when venture capitalists spend billions on AI but need customers to buy it? In this episode, Blake and David explore how investment firms are now purchasing accounting firms to force-feed AI adoption, comparing it to Pepsi buying restaurants to sell more soda. They also dig into the massive gap between AI promises and reality, questioning bold claims that 80% of tax prep is now automated while basic bookkeeping tools still make obvious errors. You'll learn about the AICPA's surprising neutrality on eliminating the PCAOB, Billy Long's confirmation as IRS commissioner despite his controversial past, and why accountant optimism has plummeted 58 points in just four months. Plus, discover how Miley Cyrus hid drug purchases from her accountant and why audit reports get downloaded only 30 times despite millions of investors.SponsorsOnPay - http://accountingpodcast.promo/onpayRelay - http://accountingpodcast.promo/relay Keeper - http://accountingpodcast.promo/keeperPayhawk - http://accountingpodcast.promo/payhawkChapters(00:57) - Updates from AICPA Engage (01:45) - AI in Accounting: Hype vs Reality (03:38) - The Future of the PCAOB (13:52) - The Role of Technology in Accounting (29:15) - Miley Cyrus' Financial Deception (29:56) - Miley Cyrus' Vintage Clothing Purchases (30:32) - Accountant's Responsibility in Client Purchases (32:11) - Billy Long Confirmed as IRS Commissioner (33:03) - Controversial Tribal Tax Credits (36:51) - Elon Musk's Opposition to the Big Beautiful Bill (46:06) - Accounting Firms' Optimism and AI Adoption (49:29) - Conclusion and Sponsor Messages  Show NotesCPAacademy 2025 AI and Accounting Report https://www.cpaacademy.org/resources/ai-accounting-report-2025How to Reimagine Audit Quality Beyond the PCAOB https://www.cpajournal.com/2025/01/15/reimagining-audit-quality-beyond-pcaob/Inflow Survey: 70% of US Businesses Open to Switching Audit Firms https://www.inflowaudit.com/resources/audit-firm-switching-survey-2025Gian Porzio LinkedIn Post on Tribal Tax Credit Investigation https://www.linkedin.com/posts/gianporzio_tribal-tax-credits-investigation-billy-longEconomist-YouGov Poll on Big Beautiful Bill Public Opinion https://www.economist.com/graphic-detail/2025/06/13/americans-support-musk-criticism-trump-tax-billCBO Analysis of Big Beautiful Bill Wealth Transfer Effects https://www.cbo.gov/publication/61234Avalara 2025 Accountants Confidence Report https://www.avalara.com/us/en/resources/reports/2025-accountants-confidence-report.htmlCenter for Audit Quality Audit Partner Pulse Survey https://www.thecaq.org/audit-partner-pulse-survey-2025European Business Travel to US Drops 25% in April https://www.businesstravelnews.com/Management/European-Business-Travel-US-Drops-Tariff-ConcernsXero 2025 State of the Industry Report https://www.xero.com/us/resources/small-business-insights/state-of-industry-report-2025/Indiana CPA Society Survey on Firm Headcount Predictions https://www.incpas.org/resources/surveys/firm-headcount-predictions-2025BDO $1 Billion AI Strategy Investment Announcement https://www.bdo.com/insights/business-financial-advisory/technology/bdo-ai-strategy-investmentRSM $1 Billion AI Investment Plan https://rsmus.com/insights/rsm-ai-investment-strategy-2025Create Professional Alliance CPA $500 Million Investment Plan https://www.createprofessionalalliance.com/investment-strategyThrive Capital $1 Billion OpenAI Investment Details https://www.techcrunch.com/2024/08/15/thrive-capital-openai-investment-billionGeneral Catalyst Accrual AI Startup and Accounting Firm Acquisitions https://www.generalcatalyst.com/portfolio/accrual-ai-accounting-vertical-integrationNeed 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://cl...

Holistiplan https://www.holistiplan.com/Corvee https://corvee.com/TaxPlanIQ https://www.taxplaniq.com/TallyFor https://www.tallyfor.com/

In this episode, Rob Brown reveals what's really going on with DEI in accounting firms. While some headlines suggest diversity efforts are being scrapped, the truth is more subtle. Across the UK, US and beyond, firms are not abandoning DEI. They are rebranding it. Quietly. Strategically. This is the new phase of inclusion work. Less noise, more integration. The focus has shifted from visibility to viability. From slogans to systems. From identity to opportunity. If you lead people, manage teams or shape firm culture, you need to understand where DEI is going next.Key Takeaways:➜ DEI is being reframed inside firms, not removed➜ Political and legal risks are changing how firms communicate inclusion➜ Smart firms are embedding DEI into talent, leadership and operations➜ Talent still expects progress on fairness, access and culture➜ PE firms are watching DEI through the lens of risk and return➜ Rebranding DEI without substance creates confusion and mistrust➜ Silence on inclusion sends the wrong message to staff and clientsYou can find this on youtube here: https://youtu.be/isvDG8dv4sA◣━━━━━━━━━━━━━━━━━━━━◢The Accounting Influencers Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format. Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrownThanks to our sponsors:ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.comIf you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

Here's that video about building your service library https://youtu.be/T8rQzr3ogkM?si=GahF4kvCd4WYRguZ

In the final episode of the four-part governance podcast series, Erin Hartman, CPA, Senior Manager – Firm Services of the AICPA & CIMA joins Sarah Dobek, Founder and President of Inovautus Consulting, and Gary Thomson, CPA, Founder and Principal of Thomson Consulting, to wrap up and share insights and lessons learned from the series. They reflect on the evolving mindset around governance and how it is relevant to firms of all sizes – not just large firms. The discussion also focuses on the key success factors of effective governance improvements and how to embark on making governance changes, even if the process hasn't been perfected. Be sure to check out the PCPS Governance Toolkit – developed through collaboration by the AICPA & CIMA PCPS team, Inovautus Consulting, and Thomson Consulting – which is designed to help firms of all sizes transform their governance strategies.  To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes. This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com  

In this episode, hosts Sarah Dobek Sarah Dobek, Founder and President of Inovautus Consulting, and Gary Thomson, CPA, Founder and Principal of Thomson Consulting, are joined by Chip Chaon, CEO and Managing Principal of LattaHarris, LLP, and Mark Kovaleski, Managing Partner of MMB+CO, where they explore how evolving governance structures are reshaping partnership agreements within firms. The conversation also provides insights into the challenges of implementing changes to partnership agreements and how to navigate the transformation. As part of a unique four-part series on governance, this informative discussion aims to offer guidance for those journeying down the path of transforming their partnership agreements. Be sure to check out the PCPS Governance Toolkit – developed through collaboration by the AICPA & CIMA PCPS team, Inovautus Consulting, and Thomson Consulting – which is designed to help firms of all sizes transform their governance strategies. To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes. This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com  

In this episode, hosts Sarah Dobek Sarah Dobek, Founder and President of Inovautus Consulting, and Gary Thomson, CPA, Founder and Principal of Thomson Consulting, are joined by Eric Majchrzak, CEO/Principal for BeachFleischman, to dive into a pivotal shift in the accounting profession—the rise of non-CPA professionals stepping into leadership roles in public accounting firms. Learn more about how firms are embracing non-CPA leadership to drive transformation as they strive for growth and innovation. Part of a special four-part series highlighting governance, this engaging discussion offers insights into the future of accounting leadership. Be sure to check out the PCPS Governance Toolkit – developed through collaboration by the AICPA & CIMA PCPS team, Inovautus Consulting, and Thomson Consulting – which is designed to help firms of all sizes transform their governance strategies. To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes.  This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com    

Here's the original LinkedIn post where folks shared their stacks https://www.linkedin.com/posts/jstaats_drop-your-firms-tech-stack-here-and-ill-activity-7334226164871217152-WKtr

Ever wonder what sets the fastest-growing tax pros apart from the rest?   In this episode of the ProMarketer Podcast, our CEO Christian Jones chats with Insightful Accountant's Gary DeHart to unpack exactly that. They dive into the strategies and mindset shifts that the best accounting firms are using to grow — from positioning to pricing to building lasting client relationships.    Listen in for real insight into:   What the best accounting firms are doing that others AREN'T   How to build confidence in your value — even if you're not a CPA   Why you're probably undercharging your clients   Gary DeHart is the Publisher of Insightful Accountant — a go-to resource for tax and accounting pros who want to stay sharp, grow their firms, and stay ahead of the tech curve. With decades in industry media, Gary knows what firms need to thrive. His BeInsightful membership takes it further — offering real-world, “how-to” training to help ProAdvisors run the best accounting firms in a changing industry.  

In this episode, hosts Sarah Dobek Sarah Dobek, Founder and President of Inovautus Consulting, and Gary Thomson, CPA, Founder and Principal of Thomson Consulting, are joined by Chris Sullivan, CPA, Managing Partner of VSH CPAs, and Amber Goering, CPA, Owner of Goering & Granatino (GG Advisors) to discuss the implementation of the Entrepreneurial Operating System (EOS) in their respective firms. Chris and Amber share their experiences and challenges faced during the implementation, such as the need for a strategic plan and the necessary time commitment.  Chris and Amber also share insights on the benefits of EOS, including how firms can use it for quick decision-making and creating a culture of accountability. Part of a special four-part series highlighting governance, this episode provides the roadmap for a journey of growth and improvement. Be sure to check out the PCPS Governance Toolkit – developed through collaboration by the AICPA & CIMA PCPS team, Inovautus Consulting, and Thomson Consulting – which is designed to help firms of all sizes transform their governance strategies. To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes. This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com  

Here's the original LinkedIn post where folks shared their stacks https://www.linkedin.com/posts/jstaats_drop-your-firms-tech-stack-here-and-ill-activity-7334226164871217152-WKtr

Private equity is flooding into the accounting profession, transforming firm structures, governance models and leadership dynamics.In this episode of the Accounting Influencers Podcast, host Rob Brown breaks down the seismic impact of PE investment and what it means for accounting leaders, partners and rising stars.Key TakeawaysOver $2 billion of PE has poured into US accounting inthree yearsTraditional partner models are being replaced by corporate governancePE firms demand efficiency, speed and profitability at scaleAudit independence is under regulatory threat with PE ownershipPE backed firms attract top talent with better pay and faster progression Cultural clashes are inevitable in the shift to PE style managementBy 2030, most top 100 firms could have external investmentYou can find this on youtube here: https://www.youtube.com/watch?v=aMLvDyi465c◣━━━━━━━━━━━━━━━━━━━━◢The Accounting Influencers Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format. Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrownThanks to our sponsors:ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.comIf you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

Content Note: This episode includes discussions about mental health, including depression, anxiety, and suicide. Please take care while listening. In this powerful episode, Randy Crabtree, Co-Founder and Partner at Tri-Merit, shares his personal story of navigating mental health challenges and how that experience shaped his leadership approach and advocacy within the profession. Randy shares what it means to lead with vulnerability and foster a people-first culture. He offers heartfelt advice, simple tips to manage burnout, and encouragement to those quietly facing their own struggles. Tune in for an honest, inspiring conversation on vulnerability, resilience, leadership, and transforming workplace culture. To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes. This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com    

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

Here was that post with a bunch of niche ideas: https://www.linkedin.com/posts/jstaats_accounting-firm-specialization-of-the-week-activity-7327709153290792962-wQgW

What if private equity could transform accounting firms without sacrificing their independence? David Wurtzbacher, founder of Ascend, shares how his "anti-rollup" model allows firms to maintain their identities while accessing enterprise-level resources. Discover why transitioning firm leaders from client work to true CEO roles unlocks explosive growth, and how employee equity ownership creates alignment across organizations. With CPAs needing to be 2.7 times more productive by 2035, David reveals practical strategies for talent acquisition, business development, and technology that are helping mid-sized firms not just survive but thrive in an increasingly complex profession.Chapters(01:07) - Understanding Ascend's Vision (01:59) - Challenges in Public Accounting (08:24) - Lessons from the Dental Industry (17:13) - Ascend's Approach to Firm Integration (17:53) - Leadership and Culture in Accounting Firms (24:02) - Case Study: Transforming Firm Leadership (27:45) - Overcoming Overwhelm: Delegating Client Relationships (28:36) - The Importance of Carving Out Thinking Time (29:20) - Focusing on One Thing at a Time (29:53) - Talent Strategy and Acquisition Challenges (31:10) - Building an Irresistible Offer for Candidates (34:13) - Equity and Ownership in Ascend (37:17) - Business Development and Marketing Strategies (45:13) - The Role of Technology and AI in Accounting (50:36) - Conclusion and Contact Information Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, David WurtzbacherLinkedIn: https://www.linkedin.com/in/davidwurtzbacher/Learn more about AscendWebsite: https://www.ascendtogether.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

30 AI prompts for your meeting transcripts: https://docs.google.com/spreadsheets/d/1YrrD99p4ngiw8FAc9A4FWKwjAIJIHfxfbCH70NMGdt8/edit?usp=sharingLet me know what else I should build some prompt templates for

Send us a textInbound leads. Team trust. $125K in 7 weeks.These aren't buzzwords—they're the real results of a client who implemented the systems built by my guest, James Donovan, founder of Nine Two Media. In this episode, James breaks down the exact strategy his agency used to help a service-based firm generate $125,000 in new business in just 49 days using Google Business Profile visibility, Local Service Ads, and targeted positioning that drives results without relying on referrals or bloated retainers.But we don't stop at marketing. We dig into the leadership shifts that make that kind of scale possible—and sustainable. James shares what it took to step out of daily fulfillment, trust his team, and build the systems that allowed both his agency and his clients to grow. That's the real work—moving from operator to CEO.If you're stuck in the weeds of fulfillment or wearing every hat in your agency, this conversation will show you what's possible when systems, strategy, and leadership align. And if you're already scaling past seven figures, this is a masterclass in how to lead through systems and multiply your impact.Listen now to discover:How James helped a client generate $125K in just 7 weeks using inbound systemsWhy Google visibility is still the most underutilized lead gen lever for service-based firmsThe leadership shift required to delegate, trust, and lead at scaleWhether you're still inside the day-to-day—or already building a leadership team—this episode will challenge how you think, lead, and grow.Books Mentioned:Booked Solid: Digital Marketing Strategies That Actually Work for Accounting Firms by James DonovanThe Slight Edge by Jeff OlsonConnect with James Donovan:Looking to build predictable client acquisition systems for your B2B service firm? Connect with James Donovan at ninetwomedia.com or on LinkedIn to learn how his team helps service businesses drive inbound leads using Google visibility, Local Service Ads, and smart positioning.Support the showJoin Dr. William Attaway on the Catalytic Leadership podcast as he shares transformative insights to help high-performance entrepreneurs and agency owners achieve Clear-Minded Focus, Calm Control, and Confidence. Free 30-Minute Discovery Call:Ready to elevate your business? Book a free 30-minute discovery call with Dr. William Attaway and start your journey to success. Special Offer:Get your FREE copy of Catalytic Leadership: 12 Keys to Becoming an Intentional Leader Who Makes a Difference. Connect with Dr. William Attaway: Website LinkedIn Facebook Instagram TikTok YouTube

What if your firm could cut its tech stack in half while delivering faster results to clients? In this episode, Blake and David explore the consolidation revolution in accounting software as practice management tools secure massive funding rounds. They also break down how private equity is reshaping the profession's business model, with some firms now prohibiting CPAs from using their credentials in email signatures. Plus, discover why a proposed Florida bill eliminating the Board of Accountancy could have nationwide implications for licensed professionals. Learn why shorter turnaround times—not lower prices—might be your most cost-effective path to happier clients in today's AI-transformed landscape.SponsorsOnPay - http://accountingpodcast.promo/onpayRelay - http://accountingpodcast.promo/relayREFRAME 2025 - http://accountingpodcast.promo/reframe2025 Payhawk - http://accountingpodcast.promo/payhawkChapters(01:14) - Today's Topics Overview (03:53) - Travel Stories and Observations (05:14) - Conference Highlights and Industry Insights (16:50) - Florida CPA Threat and Licensing Issues (21:21) - Private Equity in Accounting Firms (39:39) - IRS Workforce Reduction Update (44:04) - IRS and ICE Data Sharing Agreement (45:42) - Proposed Bill to Regulate Tax Preparers (47:37) - Americans' Perception of Tax Fairness (52:16) - Improving Client Satisfaction in Tax Services (01:01:36) - Consolidation in Accounting Tech: Xero and Bill.com (01:03:43) - Gusto Expands into AR and AP (01:12:02) - The Impact of AI on Accounting Jobs  Show NotesFirms with AI report higher per-employee revenue vs others https://www.accountingtoday.com/news/firms-with-ai-report-higher-per-employee-revenue-vs-others50% of finance teams still take over a week to close the books https://www.cfo.com/news/50-of-finance-take-week-to-close-books-ledge-month-end-close-time-cfo-three-day-close-myth-/746085/Shorter Turnaround Equals Happier Tax Clients https://www.cpatrendlines.com/2025/05/shorter-turnaround-equals-happier-tax-clients/Less than half of Americans believe federal income taxes are fair, Gallup poll finds https://news.gallup.com/poll/taxes-fairness-poll-2025.aspxFlorida bill threatens to eliminate Board of Accountancyhttps://www.goingconcern.com/florida-bill-threatens-to-eliminate-board-of-accountancy/13 regional accounting firms unite under Sorin brand backed by private equity https://www.accountingtoday.com/news/13-regional-accounting-firms-unite-under-sorin-brandBennett Thrasher rejects private equity, champions independence https://www.accountingtoday.com/news/bennett-thrasher-rejects-private-equity-champions-independenceInterest in accounting rising among students, CAQ survey finds https://www.thecaq.org/accounting-interest-students-survey-2025/Treasury to stop issuing and accepting paper checks effective September 30, 2025 https://home.treasury.gov/news/press-releases/paper-checks-phase-out-2025IRS and ICE reach agreement to share immigrants' tax information https://www.irs.gov/newsroom/information-sharing-agreement-ice-2025Bill to regulate tax preparers introduced in Congress https://www.congress.gov/bill/tax-preparer-regulation-2025Canopy raises $70 million Series C for practice management software https://www.canopytax.com/blog/70-million-series-c-funding-2025Thoma Bravo invests $100 million in HubSync for accounting technology growthhttps://www.hubsync.com/news/thoma-bravo-investment-100-millionXero and Bill forming alliance for embedded bill pay in the US https://www.xero.com/blog/2025/05/bill-partnership-announcement/Melio to embed payments for AR and AP inside Gusto https://www.melio.com/blog/melio-gusto-partnership-2025Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser:

Could AI create a $20 trillion professional services earthquake? In this episode, Blake and David dive into the data showing that AI firms generate $45,000 more revenue per employee than non-adopters. You'll discover how AI is reshaping traditional accounting and what Claude's new ability to connect with your Gmail and calendar means for productivity. They also demonstrate how indistinguishable AI-cloned voices have become, sharing practical tips to protect yourself and clients from increasingly sophisticated voice scams. Plus, hear why the "impossible" US customs broker exam (with its shocking 4% pass rate) might offer accountants a lucrative alternative career path as tariff disputes heat up.SponsorsOnPay - http://accountingpodcast.promo/onpay Bluevine - http://accountingpodcast.promo/bluevine (Bluevine is a financial technology company, not a bank. Banking Services provided by Coastal Community Bank, Member FDIC.)   Reframe - http://accountingpodcast.promo/reframe2025 Payhawk - http://accountingpodcast.promo/payhawkChapters(00:37) - The Impact of AI on Accounting Firms (02:04) - Voice AI Scams and Protection Tips (03:34) - Legislative Updates and Industry News (05:44) - Live Stream Shoutouts and Sponsor Acknowledgements (06:50) - AI in Accounting: Revenue and Efficiency Insights (14:01) - AI Voice Cloning Demonstration (16:29) - Protecting Against AI Voice Scams (24:12) - AI's Impact on Work and Productivity (32:32) - AI in Tax and Accounting Firms (38:19) - Success in Contract Drafting (38:43) - Starbucks' Automation Reversal (41:07) - AI and Productivity Gains (53:58) - The Great Legacy Extinction (01:08:58) - The Impossible Tariff Test (01:13:09) - Private Equity in Accounting Firms (01:16:03) - Conclusion and CPE Credits  Show NotesFirms with AI report higher per-employee revenue vs othershttps://www.accountingtoday.com/news/firms-with-ai-report-higher-per-employee-revenue-vs-othersNine Ways to Protect Yourself from 'Impostor' Voice Scams https://www.magzter.com/stories/newspaper/The-Wall-Street-Journal/NINE-WAYS-TO-PROTECT-YOURSELF-FROM-IMPOSTOR-VOICE-SCAMSDanish study challenges claims about AI disrupting the labor market https://getcoai.com/news/danish-study-challenges-claims-about-ai-disrupting-the-labor-market/50% of finance teams still take over a week to close the books https://www.cfo.com/news/50-of-finance-take-week-to-close-books-ledge-month-end-close-time-cfo-three-day-close-myth-/746085/The Great Legacy Extinction: AI's $20T Takeover of Professional Services https://www.venrock.com/insights/insights-technology/the-great-legacy-extinction-ais-20t-takeover-of-professional-services/What Do You Think of the New PwC Logo? https://www.cpapracticeadvisor.com/2025/04/30/what-do-you-think-of-the-new-pwc-logo/159946/Big Four accounting firm PwC to slash about 1,500 jobs in the US https://www.reuters.com/sustainability/accounting-firm-pwc-cut-1500-us-jobs-ft-reports-2025-05-05/How are different accounting firms using AI? https://tax.thomsonreuters.com/blog/how-do-different-accounting-firms-use-ai/Customs Broker License Exam (CBLE)https://www.cbp.gov/trade/programs-administration/customs-brokers/license-examination-notice-examinationNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsREFRAME 2025 - http://accountingpodcast.promo/reframe2025Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is ...

Could AI be doing a day's work in just minutes for accountants? In this episode, Blake and David explore how accounting technology is revolutionizing traditional workflows, from Xero's new AI protocol that connects chatbots directly to accounting data, to Google's game-changing "I" function in Sheets that lets you analyze data with natural language. You'll discover why deep research tools might replace entire teams of analysts and why revealing your AI usage might actually hurt your professional reputation. Plus, hear about unusual recession indicators (men's underwear sales are down!), what Americans consider financial success versus reality, and why accountants everywhere are buzzing about Baker Tilly's merger with Moss Adams. Whether you're curious about automating journal entries or simply wondering if you should disclose your AI wizardry, this episode delivers practical insights for the modern finance professional.SponsorsPayhawk - http://accountingpodcast.promo/payhawkRelay - http://accountingpodcast.promo/relayCloud Accountant Staffing - http://accountingpodcast.promo/casRoboDebit - http://accountingpodcast.promo/robodebitChapters(00:00) - Introduction and Podcast Overview (00:39) - App News and Intuit Updates (07:53) - Intuit's AI and Bitcoin Controversy (11:10) - Xero Innovations (20:16) - Paychex Acquires Paycor (21:11) - Flowcast's AI Agents (25:17) - Pipe Acquires Glean AI (26:28) - Google Sheets AI Formula (34:30) - Google Agent Space (42:29) - AI's Impact on High-Level Jobs (43:12) - Testing AI with Investment Analysis (44:25) - Mother Road Brewery Investment Evaluation (49:31) - Canva's New Sheets Feature (54:31) - Google's Monopoly and Data Breach News (58:22) - AI Disclosure in the Workplace (01:05:51) - Mega Merger of Accounting Firms (01:11:26) - Signs of a Recession (01:17:45) - Upcoming Events and CPE Opportunities  Show NotesAccelerating Money Innovation with Deserve Technology Platform and Talenthttps://www.intuit.com/blog/news-social/accelerating-money-innovation-with-deserve-technology-platform-and-talent/ WARNING: Quickbooks Checkinghttps://quickbooks.intuit.com/learn-support/en-us/banking/warning-quickbooks-checking/00/1516063 Green Dot considers sale as CEO exitshttps://www.paymentsdive.com/news/green-dot-citi-strategic-review-sale-ceo-exit-gresham/742096/ Intuit Enterprise Suite Spring update features more efficient multi-entity accounting, enhanced reporting, and morehttps://quickbooks.intuit.com/r/enterprise/intuit-enterprise-suite-spring-2025-release-notes/ Strive targets Intuit for Bitcoin buys after orange-pilling GameStophttps://cointelegraph.com/news/strive-targets-intuit-bitcoin-buys-after-gamestop Xero Rolls Out New "Reconcile Period" Featurehttps://insightfulaccountant.com/accounting-tech/general-ledger/xero-rolls-out-new-reconcile-period-feature/ Xero introduces new Model Context Protocol server for smarter accountinghttps://devblog.xero.com/xero-introduces-new-model-context-protocol-server-for-smarter-accounting-4d195ccaeda5 Paychex Acquires Paycor in $4.1 Billion Dealhttps://www.pymnts.com/acquisitions/2025/paychex-acquires-paycor-in-4-1-billion-deal/ Introducing FloQast AI Agents: Revolutionizing Accounting Automationhttps://www.floqast.com/blog/introducing-floqast-ai-agents-revolutionizing-accounting-automation Pipe Acquires Glean.ai to Add Spend Management to Suite of Embedded Financial Solutionshttps://pipe.com/resources/press-releases/pipe-acquires-glean-ai-to-add-spend-management-to-suite-of-embedded-financial-solutions​Google Sheets Introduces AI-Powered =AI() Formula for Enhanced Productivity​https://yourstory.com/2025/04/google-sheets-ai-formula-gemini Scale enterprise search and agent adoption with Google Agentspacehttps://cloud.google.com/blog/products/ai-machine-learning/google-agentspace-enables-the-agent-driven-enterprise Sarah Friar's LinkedIn Post … https://www.linkedin.com/posts/sarah-friar_what-an-ai-powered-finance-function-of-the-activity-7259765674506399744-IKQD OpenAI CFO Sarah Friar: We are building a lot of IP down into the data center layerhttps://www.cnbc.com/video/2025/03/20/openai-cfo-sarah-friar-we-are-building-a-lot-of-ip-down-into-the-data-center-layer.html Introducing Visual Suite 2.0: Productivity, meet creativityhttps://www.canva.com/newsroom/news/canva-create-2025/ Department of Justice Prevails in Landmark Antitrust Case Against Googlehttps://www.justice.gov/opa/pr/department-justice-prevails-landmark-antitrust-case-against-google Dark Web Digest – Lessons Learned from the Wolters Kluwer Data Breachhttps://www.purevpn.com/blog/dark-web-digest-issue-4-wolters-kluwer/ New HEC Paris research suggests that shadow adoption of ChatGPT could benefit employees but not the firmshttps://www.hec.edu/en/news-room/new-hec-p...