Podcasts about accounting firms

Roger Knecht and Mary Delaney, CEO of Karbon, discuss the cultural shift of AI in accounting. Learn how to leverage AI-powered accounting software and transform your firm's operations. This episode offers practical advice for accounting professionals looking to build premier firms and embrace technological advancements. In This Episode: 00:00 Introduction to Karbon & AI in Accounting 04:03 AI: A Cultural Shift for Firms 09:44 Practical AI Applications in Accounting 14:20 AI's Role in Advisory & Value-Based Pricing 19:24 Impactful Client Relationships: Joe's Story 26:49 Thriving in Accounting: Mindset & Future 35:54 Gratitude and Closing Thoughts Key Takeaways: Leverage existing software partners to integrate AI into your accounting practice. Cultivate a culture of AI adoption within your firm through training and leadership. Transition from historical analysis to forward-thinking CFO advisory services for clients. Understand and communicate your value to clients to implement value-based pricing effectively. Prioritize client relationships and proactive communication to make a meaningful impact on small businesses. Featured Quotes: "AI doesn't just change the tools or technology in the firm. It changes habits, expectations, roles, and the defined outcomes of the people that are using it." — Mary Delaney "The accounting bookkeeper community people believe that all boats rise together, that there's a reason to help others." — Mary Delaney "We are powered by small businesses. To me, the accounting and bookkeeping profession is really the power behind small businesses." — Mary Delaney Behind the Story: Mary Delaney, CEO of Karbon, shares her vision for the accounting profession, emphasizing the critical role of AI in moving beyond transactional tasks to a more advisory, client-facing approach. She illustrates this with stories of accountants making profound differences in their clients' lives, highlighting the relational aspect of the profession. The discussion underscores the importance of leadership in driving cultural change and embracing technology to enhance efficiency and client value. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Are you ready for a change, both personally and professionally?  Then accept and participate in the Accountrepreneurs Challenge.  This is a FREE opportunity to apply best practices and make this the best year yet in your career.   Karbon isn't just another tool—it's embedding AI into the very infrastructure of how accounting firms work. It simplifies daily tasks, reduces manual work, and frees up teams to focus on higher-value advisory services. Listeners can learn more or book a demo at karbonhq.com.    Download Karbon's 2025 State of AI in Accounting Report to explore how AI is transforming accounting firms and where the biggest opportunities lie. (https://karbonhq.com/resources/state-of-ai-accounting-report-2025/)    Download Karbon's 2025 Practice Excellence Report for Accounting Firms for a roadmap that guides accounting firms on their journey to practice excellence. (https://karbonhq.com/practice-excellence/)    Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.     Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.   Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

In this episode, Mark Morton discusses HMRC's increasing focus on directors' loan accounts and the practical challenges arising from recent compliance checks. Mark shares a real client case, highlighting how misunderstandings within HMRC can lead to unnecessary pressure and how a robust technical response can turn a proposed £250,000 settlement into just £700.He also previews key themes from our upcoming Spring Tax Update and explains how our TQ Technical Support service can help firms navigate complex HMRC enquiries with confidence.Whether you're dealing with overdrawn loan accounts, benefits‑in‑kind queries, or need support with tricky compliance issues, this episode offers insight, reassurance and practical advice.For more information on this topic and more, please visit www.mercia-group.com for further details.

Kyelie Baxter shares how AI is changing accounting firm workflows, boosting outputs, and freeing up capacity, while still needing strong guardrails and human judgment. Summary In this episode, Kylie Baxter discusses how artificial intelligence is transforming accounting firms, client expectations, and internal workflows, without replacing the human element. Key discussion points include: Kylie's journey from accountant to firm owner and governance leader Volunteering, advisory skills, and building confidence outside the firm How AI is being used safely inside an accounting practice Setting guardrails and values around AI adoption Digitising client admin and finance workflows Why accounts payable will become highly automated Why payroll still needs strong human involvement Paying staff based on outputs, not tools used Using AI to reduce mental load and prioritise tasks How AI is reshaping the competitive landscape for firms Key takeaway: AI is a powerful tool for efficiency and capacity, but accountants who apply judgment, governance, and strategy will remain irreplaceable. Kylie and I were guests of the LYD Unstoppable Growth Conference held at the  JW Marriott Gold Coast Resort & Spa in one of the most amazing places in the world, Surfers Paradise! LYD stands for Light Year Docs, and it is a platform for creating verified legal documents including companies, trusts and commercial agreements. If that's of interest to you, I'm sure the team would be happy to speak with you. Contact details: Kyelie Baxter : https://www.linkedin.com/in/kyelie-baxter-fcpa-43224334/ IQ Accountants : https://iqaccountants.com.au Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU

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

In this episode of Accounting Voices, we continue our Reflections 2025 series with a different kind of question:What moment actually changed how leaders think about the accounting profession?Across 48 conversations, a clear pattern emerged.2025 became the year the profession was forced to look in the mirror — and many leaders didn't like what they saw.This episode explores the assumptions that quietly collapsed:The idea that technical excellence alone is enough to surviveThe belief that only accountants can run accounting firmsThe illusion that private equity is a guaranteed exitThe comfort of reactive advisory instead of proactive leadershipAnd the dangerous gap between AI experimentation and governanceFrom the Deloitte Australia AI scandal, to the rise of non-accountant COOs, to push-button data migrations eliminating long-accepted friction, this conversation maps the strategic fault lines now defining the profession.You'll hear insights from leaders including:Alice Grey Harrison on the irony of firms failing to give themselves strategic adviceSagar Ahuja on the quiet death of partner consensusBecky Livingston on governance failures masquerading as AI failuresTrow Trowbridge on the cost of being reactiveIra Rosenbloom on the myths surrounding private equityBen Taylor on why long-held technology assumptions finally brokeAt its core, this episode asks a confronting question:If your firm were your own client, would you still be hired?2025 wasn't about better tools.It was about better thinking.And once the mirror is held up, you can't unsee what's reflected.You can watch this on YouTube here: https://youtu.be/3NKN3q3dfsYCome and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices◣━━━━━━━━━━━━━━━━━━━━◢The Accounting Voices Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. Host Rob Brown delivers insights to help professionals strengthen their personal brand, stay informed about industry changes and navigate disruptive forces affecting accounting business models and trends. Check out the show on your preferred podcast app or platform, or go to the Accounting Voices YouTube channel for all of the episodes in video format. https://www.youtube.com/@accountingvoicesRob 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/therobbrownIf 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...

Growing accounting firms often misdiagnose turnover and capacity issues. Erin Daiber explains why these problems usually start at the partner level, how trust breakdowns create hidden churn, and what firms must fix first before hiring or offshoring. The firms that stabilize fastest focus on leadership alignment, clear expectations, and disciplined workflows. Resources: Erin Daiber's LinkedIn - linkedin.com/in/cpacoacherin

Most tax and accounting firms don't actually have a pricing problem.They have a pricing system problem.In this episode of Growth Minded Accountant, we break down why traditional pricing models — hourly billing, fixed fees, even “value pricing” — keep breaking as firms grow, adopt AI, and move toward advisory services.

In this episode of Pulse of the Practice, Mo Arbas and Paul Miller sit down with Fady Hawatmeh, founder of Clockwork, to explore what advisory really means in today's accounting landscape—and what it will take to scale it successfully.Fady shares the origin story behind Clockwork, why he built an AI‑native FP&A platform from the ground up, and how firms can move from rear‑view reporting to forward‑looking insight. The conversation dives into mindset shifts, why most “AI hype” misses the mark, and how agentic AI will soon function as a true financial planning team—not just a tool.If you're an accounting firm looking to modernize advisory services, improve client experience, and understand where AI truly adds value, this episode is packed with practical insight and honest perspective.

Show Summary: In this GMAP episode, Brandon Hall joins the conversation to break down what actually holds accounting firms back from meaningful scale—and why technology alone isn't the answer. Drawing from his experience as a CPA, firm founder, and real estate investor, Brandon explains why most firms don't have an operations problem—they have a sales and leadership problem. He challenges the idea that sales should be "balanced" with operations, arguing instead that healthy firms intentionally let sales outpace operations to force growth, systems, and accountability. The discussion dives into why firms stuck at the $1M mark struggle to reach $10M, highlighting the real blockers: weak accountability, the absence of a true leadership team, and outdated governance models that reward mediocrity over ownership. Brandon also addresses the role of AI, making it clear that while technology can enhance efficiency, it won't replace accountants who lead, think critically, and guide clients strategically. This episode is a must-listen for firm owners who want to scale with intention, build strong leadership structures, and move beyond survival-mode growth into long-term, sustainable success.   Website:www.therealestatecpa.com LinkedIn:https://www.linkedin.com/in/brandonhallcpa/ Facebook:https://www.facebook.com/realestatecpa Twitter: @TheRECPA   Corporate Partner:Kick - https://www.kick.co/ Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

On an episode of the Growing Your Firm podcast, David Cristello spoke with William Hamilton IV, founder of SmartPath, about why pricing problems often sit underneath many operational issues firms experience. William has spent more than a decade studying how accounting firms price services and where those models tend to break down. Rather than focusing on theory, the conversation centered on how firms can think more clearly about pricing, packaging, and value in real client situations.

In this episode of Accounting Voices, Rob Brown discusses the critical choices accounting firms must make as they navigate the evolving landscape of the profession. He emphasizes the importance of making intentional decisions regarding automation, client relationships, and specialization, highlighting the trade-offs that come with each choice. The conversation explores the four dominant strategic positions firms can adopt and the implications of these choices for their future success.You can watch this on YouTube here: https://youtu.be/42pAfXia5LwFuture Accounting Firm Models 2026 | The Strategic Trade-Offs Leaders Must FaceCome and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices◣━━━━━━━━━━━━━━━━━━━━◢The Accounting Voices Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. Host Rob Brown delivers insights to help professionals strengthen their personal brand, stay informed about industry changes and navigate disruptive forces affecting accounting business models and trends. Check out the show on your preferred podcast app or platform, or go to the Accounting Voices YouTube channel for all of the episodes in video format. https://www.youtube.com/@accountingvoicesRob 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/therobbrownIf 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.

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

Most tax and accounting firms are not broken.They are incomplete.In this episode of The Growth-Minded Accountant, Lee Reams and Rebekah Barton introduce a simple but powerful framework that explains why so many firms feel harder to run than they should.Every firm has three layers.The Work Layer handles compliance and deliverables.The Team Layer organizes people, tasks, and workflow.The third layer, the Client Experience Layer, is where most firms struggle, not because they are doing something wrong, but because no one ever taught them to build it.This is the layer where onboarding happens, communication lives, proposals are signed, payments flow, and clients understand what comes next. It is also the layer clients actually experience.When this layer is missing, firms become reactive. Bottlenecks feel normal. Advisory gets pushed off. Stress becomes part of the job.When it is in place, everything changes.As the accounting profession moves into the AI and advisory age, the firms that invest in the Client Experience Layer are not just reducing friction. They are the firms positioned to lead, with clearer narratives, stronger trust, and more scalable client relationships.This episode is a foundational conversation for firm owners who want a modern, predictable, and lower-stress practice heading into 2026 and beyond.

Is private equity turning firms into a 'dumpster fire'? Blake and David unpack Accounting Today's survey showing partners are upbeat while staff are sour on PE. They hit Andersen's $176M IPO, why Big Four ties to Big Tech raise independence questions, and how AI could finally kill the billable hour. Plus, what tax pros really charge in 2025 - and the wild 'Middle Finger Ranch' fraud.SponsorsOnPay - http://accountingpodcast.promo/onpay Cloud Accountant Staffing - http://accountingpodcast.promo/casChapters(00:56) - Private Equity in Accounting Firms (01:51) - Sponsor Message: OnPay Payroll Solutions (04:15) - Arthur Andersen's Legacy and IPO (07:45) - Private Equity Survey Results (21:04) - Big Four and Tech Giants (28:25) - Pricing Models for CAS Engagements (30:22) - Tax Preparers' Fees Breakdown (36:12) - Cloud Accountant Staffing (37:34) - Economic Growth and Consumer Spending (40:26) - Fraud Stories: Middle Finger Ranch and More (43:24) - PCAOB Budget Cuts and Enforcement Actions (52:29) - IRS Readiness for Tax Season (53:43) - Conclusion and Upcoming Topics  Show NotesPE in accounting firms: From 'dumpster fire' to excitementhttps://www.accountingtoday.com/news/pe-in-accounting-firms-from-dumpster-fire-to-excitement Andersen Group Shares Gain 47% After $176 Million US IPOhttps://www.bloomberg.com/news/articles/2025-12-17/andersen-group-shares-jump-34-after-176-million-us-ipo Andersen goes public, hits $2.6B valuationhttps://thefinancestory.com/andersen-group-ipo-2-6b-valuation The Big Four consulting firms are embedded in Big Tech. Here's who audits each of the Magnificent 7 companieshttps://www.businessinsider.com/big-four-accounting-audits-magnificent-seven-financial-records-2025-12 What do tax preparers charge? https://www.accountingtoday.com/news/what-do-tax-preparers-charge How much do tax professionals charge in 2025? Insights from NATP's Fee Studyhttps://www.natptax.com/news-insights/blog/how-much-do-tax-professionals-charge-in-2025-insights-from-natp-s-fee-study/ U.S. economic growth surges in third quarter to 4.3%https://www.washingtonpost.com/business/2025/12/23/gdp-economy-consumer-spending/ The US economy expanded at the fastest pace in two years as wealthier Americans kept spending https://www.cnn.com/2025/12/23/economy/us-gdp-q3 Kansas accountant diverted family funds to fictitious 'Middle Finger Ranch'https://kansasreflector.com/briefs/kansas-accountant-diverted-family-funds-to-fictitious-middle-finger-ranch/ Kansas Accountant, Who Created Fictitious 'Middle Finger Ranch' for Fraud Scheme, Sentenced to 4 Years in Jailhttps://www.cpapracticeadvisor.com/2025/12/04/kansas-accountant-who-created-fictitious-middle-finger-ranch-for-fraud-scheme-sentenced-to-4-years/174381/ PCAOB to tighten budget in 2026 https://www.accountingtoday.com/news/pcaob-to-tighten-budget-in-2026 PCAOB Approves 2026 Budget https://pcaobus.org/news-events/news-releases/news-release-detail/pcaob-approves-2026-budget Accounting Firms Must Stop Charging for Timehttps://cpatrendlines.com/2025/12/02/accounting-firms-must-stop-charging-for-time/ Dirty money gangster jailed over plot worth almost £12mhttps://www.dailyrecord.co.uk/news/scottish-news/dirty-money-gangster-jailed-over-36410033 PCAOB Sanctions CPA for Violations Related to Audit Evidence and Her Former Audit Firm for Quality Control Issueshttps://pcaobus.org/news-events/news-releases/news-release-detail/pcaob-sanctions-cpa-for-violations-related-to-audit-evidence-and-her-former-audit-firm-for-quality-control-issues Ahead of Tax Filing Season, Warren, King, 15 Senators Warn of Tax Filing Chaos After Trump Admin Attacks on IRShttps://www.warren.senate.gov/newsroom/press-releases/ahead-of-tax-filing-season-warren-king-15-senators-warn-of-tax-filing-chaos-after-trump-admin-attacks-on-irsNeed 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?&n...

Most firm owners think pricing is a “numbers problem”… so they copy what the last accountant charged, slap on a fixed fee, and hope it works out.The result? Scope creep, shrinking margins, and a team that's flat-out busy while the profit quietly disappears.In this episode of The Wize Way Podcast, Bren Ward sits down with Jamie Johns to break down the Wize approach to pricing, including:✅ Why COGS % is the KPI that decides whether you live or die ✅ The real truth about value pricing vs fixed fees vs time billing (all can work, if you do it right) ✅ The 4-step pricing playbook to price jobs with confidence ✅ Why timesheets aren't “dead” - they're your efficiency and accountability dashboard ✅ How to increase fees without shocking clients (and why annual rises matter)If you want pricing that protects profit, sets expectations, and scales with your team, this conversation is a must-listen.________________ PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. 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 3. 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 4. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

AI-powered search is fundamentally changing how people discover tax and accounting professionals — and the 2026 tax law reset is about to separate firms that are prepared from those that aren't.In this episode of The Growth Minded Accountant, Lee Reams and Rebekah Barton unpack two major forces converging at the same time:• Why AI search tools are reducing visibility for generic tax and accounting websites • How discovery now works when search engines synthesize answers instead of ranking pages • What the 2026 tax reset means for client expectations, planning demand, and advisory opportunities • Why narrative, authority, and clarity matter more than templates and keywords • How firms can transition from compliance-heavy work to higher-value advisory without increasing headcountThis conversation isn't about chasing trends or fear-based marketing. It's about understanding how visibility, trust, and firm growth now work — and how growth-minded tax and accounting professionals can position themselves to win heading into 2026.If you're a CPA, EA, or tax professional thinking about the future of your firm, this episode will challenge how you think about discovery, positioning, and advisory growth.

Most accountants say the same thing: “I'm already too busy… why would I need marketing?”In this episode of The Growth Minded Accountant, hosts Lee Reams II and Rebekah Barton break down the real reason fast-growing firms keep winning—while others unknowingly fall behind:

On this episode of the Woodard Report podcast, Joe speaks with Blake Oliver about his new book, Building a Sustainable Accounting Firm, and the shift from transactional, hourly-based accounting to outcome-driven, productized services. Blake explains how firms can escape the "transactional treadmill" by redesigning pricing, redistributing workload to reduce seasonality, and adopting recurring, standardized service packages that elevate client experience. About Blake Oliver Among many other things, Blake founded Earmark so listeners can earn continuing professional education credits for listening to his shows and many more accounting and tax podcasts. The goal of the Earmark app is to make it easy and fun for fellow CPAs to learn and earn CPE every week. Because if you learn every week, it's easy to get the hours you need without stress. And we could all use a little less stress in our lives. Connect with Blake on LinkedIn Learn more about the Earmark app Learn more about Blake's new book Thank you to our show sponsor, Canopy! Unclunk your firm with Canopy, the fully integrated practice management that helps accountants build the firm they always wanted. The suite includes client and document management, workflow, time and billing, engagements and proposals, and more. Check out getcanopy.com. Learn more about the show and our sponsors at Woodard.com/podcast

Accounting firms everywhere are changing. Private equity takeovers. Mergers. Leadership shifts. Advisory growth. Partner exits. New models. Staff feel unstable confused and worried. In this episode Rob Brown explains why firms feel unpredictable right now and what you can do to stay relevant visible and secure during this major transition.KEY TAKEAWAYS Firms are changing for real structural reasons Instability does not mean your career is at risk Visibility matters during uncertainty Relevance beats hierarchy Your future is shaped by your choices not your firmYou can watch this on YouTube here: https://youtu.be/SnBcdEEnLMUCome and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices◣━━━━━━━━━━━━━━━━━━━━◢The Accounting Voices Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. Host Rob Brown delivers insights to help professionals strengthen their personal brand, stay informed about industry changes and navigate disruptive forces affecting accounting business models and trends. Check out the show on your preferred podcast app or platform, or go to the Accounting Voices YouTube channel for all of the episodes in video format. https://www.youtube.com/@accountingvoicesRob 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/therobbrownIf 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.

This week on Accountants Daily Insider, Drew Pflaum, co-founder and chief executive of SavvyWise, joins Imogen in the studio to chat about his mission to revolutionise the AI landscape in accounting firms for tax professionals. Tune in to hear more about: What SavvyWise is all about and its mission in the tax and AI world. How SavvyWise has grown exponentially in just six months. Drew's extensive background of being an accountant. The countless opportunities AI presents tax professionals. The effective and efficient key to adoption. If you would like to know more about SavvyWise and how it could transform your accounting firm, visit their website at https://www.savvywise.com.au/.

Anderson Petergeorge, co-founder of Quanto, explains how accounting firms can scale from startup to multi-million-dollar operations by using ChatGPT, meeting transcript tools, and modern ledgers. He argues that AI will not replace accountants but empower them to work faster, smarter, and more human. Key Takeaways Firms can reach $1M in revenue using basic AI tools like ChatGPT and meeting note automation. ChatGPT can write its own prompts and streamline advisory workflows. Meeting transcripts are valuable data for training staff and personalizing client experiences. Post-$1M, automation shifts toward system integrations and API connections between ledgers and workflow tools. The most successful firms blend AI efficiency with deep client relationships and niche expertise.

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The accounting industry is changing faster than ever. Automation, artificial intelligence, and remote work are rewriting the way firms operate. Yet one principle remains clear: firms that balance technology with human connection will lead the next decade. In this episode of Growing Your Firm, Jetpack Workflow founder David Cristello talks with Ryan Lazanis, founder of Future Firm and one of the industry's most forward-thinking voices. Ryan shares how a personal setback reshaped his approach to business, why human connection matters more than ever, and what accounting firm leaders should focus on in an AI-driven world.

Blake and David cover BDO's legal threat against Going Concern over independence questions, Crowe hiring an investment bank to explore private equity options, and Trump pardoning Binance founder after the crypto venture made his family richer than their entire property portfolio. Plus, tariffs create a paperwork nightmare for small businesses, accounting ranked 90th out of 100 best jobs, a film production accountant who embezzled $2 million for Vegas stays and sugar daddy payments, and the Supreme Court hearing arguments on whether Trump's tariffs amount to an illegal $3 trillion tax.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/cas Rippling - http://accountingpodcast.promo/ripplingChapters(00:00) - Welcome to the Accounting Podcast Live from Intuit Connect (01:16) - Top Story: BDO vs. Going Concern (05:02) - The Fraud Triangle and Independence in Accounting (08:21) - BDO's Response to Allegations (18:02) - Accountants Rank 90th Best Job in the US (19:38) - Stablecoins and Treasury Management (20:28) - Trump Pardons Binance Founder (24:29) - Positive Hiring Outlook in Accounting (25:41) - Impact of Trump's Tariffs (28:44) - Challenges for Small Businesses Due to Tariffs (32:46) - Workplace Friendships and Pay Cuts (34:35) - App News: Keeper Rebrands to Double (37:53) - AI Adoption in Accounting (45:25) - Fraud in Film Production Accounting (48:15) - Private Equity in Accounting Firms (50:49) - Conclusion and Upcoming Events  Show NotesA Message from CEO Wayne Berson to BDO USA Professionals https://www.bdo.com/insights/press-releases/a-message-from-ceo-wayne-berson-to-bdo-usa-professionalsAuditor BDO Cuts Jobs With Focus on Managing Apollo Debt https://www.bloomberg.com/news/articles/2025-10-11/auditor-bdo-cuts-jobs-with-focus-on-managing-apollo-debtAccountants Hold the 90th Best Job in U.S. News & World Report's 2025 Rankinghttps://www.cpapracticeadvisor.com/2025/10/27/accountants-hold-the-90th-best-job-in-u-s-news-world-reports-2025-ranking/171733/Accountant - Career Rankings, Salary, Reviews and Advice https://money.usnews.com/careers/best-jobs/accountantTrump pardons Binance founder Changpeng Zhao, aka "CZ" https://www.cnbc.com/2025/10/23/trump-pardons-binance-founder-cz-zhao.htmlThe Accounting Firm Weighing Private-Equity Ownership After Years of Ignoring Calls https://www.wsj.com/articles/the-accounting-firm-weighing-private-equity-ownership-after-years-of-ignoring-calls-8b7377fcCrowe Ponders PE Investment Amid Middle Market Firm Shake-Up https://news.bloombergtax.com/financial-accounting/crowe-ponders-pe-investment-amid-middle-market-firm-shake-upThe Disproportionate Effects of Declining Interest Within Different Accounting Fields: An Uneven Pipeline (CPA Journal)https://www.cpajournal.com/2025/10/22/the-disproportionate-effects-of-declining-interest-within-different-accounting-fieldsMovie Accountant Charged with Embezzling Nearly $2M From Indie Films https://www.cpapracticeadvisor.com/2025/08/12/movie-accountant-charged-with-embezzling-nearly-2m-from-indie-films/167240/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/OvercastClassifiedsCollective by DBA - https://collective.cpa/ Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Chapters(00:00) - AI-Driven CEO Impersonator Scams (00:38) - WNBA Commissioner Controversy (07:04) - Standardizing Tech Stacks in Accounting Firms (13:06) - AI's Role in Accounting and Client Management (18:27) - IRS Shutdown and Economic Implications (25:49) - Fraud Stories and AI-Generated Scams (33:31) - Alternative CPA Pathways in California and New Jersey (34:32) - California's New CPA Pathways (35:45) - US News & World Report Rankings (37:38) - Tech Fundraising and Innovations (37:56) - Bill's Cybersecurity Awareness Month (40:33) - Dual Entry's $90 Million Series A (43:35) - AI and ERP Systems (50:58) - Avalara's AI Tax Compliance Agents (53:01) - Ignition's AI-Powered Pricing Tool (01:01:20) - Paycom's Layoffs and AI Automation (01:05:00) - Conclusion and Upcoming Events  Show NotesComing soon!Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/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

Blake and David examine the growing threat of AI-generated fake receipts, with 32% of accountants unable to recognize fraudulent documents and 30% reporting an increase in fraud since last year. They also discuss the concerning decline in entry-level auditor positions (down 43% since January) as firms adopt AI automation, while nearly half of accounts payable professionals now fear layoffs and also explore the concept of "work slop"—low-quality AI-generated work costing businesses nearly $200 per employee monthly—and debate whether firms should require clients to use standardized technology stacks, with only 37% currently doing so. SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/cas Rippling - http://accountingpodcast.promo/ripplingBill.com - http://accountingpodcast.promo/bill.comBluebook - http://accountingpodcast.promo/bluebookChapters(01:43) - Headline Story: Tech Stack Adoption in Accounting Firms (03:05) - Survey Insights: Tech Stack Usage in Firms (07:15) - AI's Impact on Entry-Level Jobs (13:55) - The Rise of 'Work Slop' and Its Costs (20:44) - AI and Automation in Accounting (25:08) - Human-in-the-Loop Automation with Zapier (28:22) - AI in Tax Research and IT Blockers (30:51) - Competitive Moats and Custom Bots (32:26) - Exciting Changes in CPE Standards (34:59) - Drake Software's Cloud-Based Tax Solution (43:06) - State Department Embezzlement Scandal (44:59) - Trump's Tariff Announcements (50:28) - H-1B Visa Fee Increase (56:20) - Conclusion and CPE Information  Show Notes32% of accountants can't recognize AI-generated fake receipts https://www.accountingtoday.com/news/32-admit-they-cannot-recognize-ai-generated-fake-receiptsEntry-level auditor job postings fell 43%, per Randstad https://www.accountingtoday.com/news/entry-level-auditor-job-postings-fell-43-per-randstadAI-Generated "Workslop" Is Destroying Productivity https://hbr.org/2025/09/ai-generated-workslop-is-destroying-productivity97% say CPA firms not using tech efficiently says survey https://www.accountingtoday.com/news/97-say-cpa-firms-not-using-tech-efficiently-says-surveyCPA.com & BILL Growth Survey: How Firms Plan to Stay Ahead https://www.bill.com/blog/cpa-and-bill-growth-technology-surveyAP Pros Face Growing Layoff Concerns and See Automation as a Career Lifeline https://www.cpapracticeadvisor.com/2025/09/11/ap-pros-face-growing-layoff-concerns-and-see-automation-as-a-career-lifeline-2/168818/Get more control over your workflows with Human in the Loop! https://help.zapier.com/hc/en-us/articles/38838619533069-Get-more-control-over-your-workflows-with-Human-in-the-Loop54% use AI in tax research, but search engines remain prominent https://www.accountingtoday.com/news/54-use-ai-in-tax-research-but-search-engines-remain-prominentDrake Software Introduces Drake Tax Online https://www.cpapracticeadvisor.com/2025/09/24/drake-software-introduces-drake-tax-online/169572/Drake Software Launches Drake Tax Online: Powerful, Flexible Tax Software in the Cloud https://www.prnewswire.com/news-releases/drake-software-launches-drake-tax-online-powerful-flexible-tax-software-in-the-cloud-302566087.htmlNASBA, AICPA release proposed revisions to CPE standards https://www.journalofaccountancy.com/news/2025/sep/nasba-aicpa-release-proposed-revisions-to-cpe-standardsNASBA, AICPA Release Exposure Draft of Proposed Revisions to CPE Standardshttps://nasba.org/blog/2025/09/15/revisions-to-cpe-standards-2025/ H-1B FAQhttps://www.uscis.gov/newsroom/alerts/h-1b-faq 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:

Are accounting firms quietly having their best year ever? Blake and David break down why revenues and partner comp are rising—despite AI anxiety—and what it means for pricing and staffing. They unpack Gusto Money's Melio-powered bill pay, Relay's $1B milestone, Drake's new workflow, and AI tools that actually help (note-takers, agents, research). Plus: Trump's biannual reporting idea, peer review for PE-backed firms, BOI reversal, and the messy ‘no tax on tips' proposal.SponsorsOnPay - http://accountingpodcast.promo/onpay TeamUp - http://accountingpodcast.promo/teamupBluebook - http://accountingpodcast.promo/bluebookChapters(00:00) - Introduction and Revenue Insights (00:43) - Welcome to the Accounting Podcast (01:00) - Gusto Showcase Event Highlights (04:18) - The Importance of Long-Term Relationships in FinTech (08:58) - Advisory Amplified Tour Announcement (11:06) - AI in Accounting: Honest Reflections from a Tech Founder (16:48) - AI Meeting Assistants for Accounting Firms (21:03) - Comparing AI Tools: Blue Jay vs. ChatGPT (29:43) - Accounting Firms' Revenue and Compensation Growth (31:12) - Rising Costs and Accounting Firm Strategies (32:25) - NASBA's New Mobile App for CPA Exam Candidates (33:50) - Drake Software's Workflow Automation Launch (37:13) - AI in the Workplace: Surveys and Trends (41:16) - Fiverr's Shift to AI and Layoffs (44:09) - Trump's Proposal on Financial Reporting (50:01) - Private Equity and Peer Review Oversight (52:28) - Tax-Free Tips and Proposed Regulations (54:13) - AICPA and NASBA's Earn and Learn Program Shutdown (55:20) - Conclusion and Listener Engagement  Show NotesCPA Firms Report Steady Growth in Revenue and Profit, AICPA Research Finds https://www.aicpa-cima.com/news/article/cpa-firms-report-steady-growth-in-revenue-and-profit-aicpa-research-findsVinyl Raises $2M to Build the Future of AI Meeting Assistants for Accountantshttps://www.usevinyl.com/insights/blog/vinyl-seed-funding-announcementDrake Software Unveils Powerful New Tax Workflow Automation Toolshttps://www.prnewswire.com/news-releases/drake-software-unveils-powerful-new-tax-workflow-automation-tools-302558230.htmlNASBA Releases CPA Mobile App for Future CPAs https://www.accountingtoday.com/news/nasba-releases-cpa-mobile-appAICPA Seeks Comment on Peer Review Proposal for Firms with Private Equity Backinghttps://www.cpapracticeadvisor.com/2025/09/16/aicpa-seeks-comment-on-peer-review-proposal-for-firms-with-private-equity-backing/169014/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/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