Podcasts about Accounting Today

On this episode Joe speaks with Dan Hood, editor-in-chief of Accounting Today, about the latest trends from Accounting Today's research on the Top 100 firms, the explosive growth of Client Accounting Services (CAS), and how firms are adapting to staffing shortages and technological innovation. They dive into why CAS is the future growth engine for accounting firms, how leadership and process changes are critical, and the evolving role of AI as a near-future disruptor in the industry. Thank you to our show sponsor, Bill! Bill is the intelligent way to create and pay bills, send invoices, manage expenses, control budgets and access the credit your business needs to grow all in one platform. Learn more about the show and our sponsors at Woodard.com/podcast

The Evolution of an Industry in Real TimeIn this episode of the Accountant's Flight Plan Podcast, Brannon Poe is joined by Dan Hood, Editor-in-Chief at Accounting Today, to explore the shifting tides of the accounting industry. From his start as a receptionist to laying out physical newspapers and magazines to leading one of the profession's most respected publications, Dan shares his unique vantage point on the industry's past, present, and rapidly approaching future.AI Is Here—But We're Just Getting StartedDan and Brannon dive into the transformative role artificial intelligence is beginning to play in accounting. While the AI boom is still in its infancy, the industry is already seeing an influx of capital and enthusiasm for automation, agentic AI systems, and data-driven insight. Dan emphasizes the importance of starting small—testing tools, cleaning data, and learning to interact with AI—to position CPA firms for long-term impact and return on investment.Dan Hood is Editor-in-Chief at Accounting Today, where he's spent decades covering the accounting profession's biggest trends, challenges, and opportunities. You can connect with Dan via LinkedIn or visit AccountingToday.com to explore more of his work.Timestamps:00:42 – Introduction of Dan Hood, Editor-in-Chief at Accounting Today 01:50 – Dan's career journey from receptionist to editor 04:22 – AI's growing impact on accounting and data usage 11:20 – Starting small with AI: how to learn and scale 16:05 – Scaling your firm: "What got you here won't get you there" 21:50 – The shift in revenue per employee as firms grow 24:20 – Letting go to grow: moving toward zero billable hours 26:10 – Advisory services, PE firms, and new ownership models 29:30 – The challenges of the traditional partnership model 32:00 – Wedding story: accountants aren't boring! 34:48 – Book rec: Say Nothing 39:03 – Closing thoughts and where to connect with Dan

W. Michael Hsu is the Founder and CEO of DeepSky, a pioneering virtual CFO firm that functions as the accounting department for entrepreneurs. He was the first professional in the US to adopt and become certified by Xero and the inaugural recipient of the Bill.com Guru Certification. Beyond DeepSky, Michael is the creator of MEASURE x HACK, a methodology designed to help entrepreneurs achieve more while working less. His insights and work have been featured in esteemed publications, including Inc. Magazine, Forbes, CPA Practice Advisor's 40 Under 40, Accounting Today, and AIGA. In this episode… Many entrepreneurs struggle with financial clarity, often operating their businesses without genuinely understanding the numbers behind them. This lack of insight leads to reactive decision-making, missed opportunities, and a constant feeling of being out of control. But what if financial systems could be used not just to track the past but to shape the future? W. Michael Hsu, a financial strategist and creator of a business performance methodology, shares how entrepreneurs can shift their mindset from reactive to intentional. Michael emphasizes empowering business owners through simple, clear financial systems and accountability frameworks. He introduces his MEASURE x HACK approach, which helps leaders understand key metrics and implement strategies that optimize results, offering specific steps to gain control, reduce overwhelm, and create real growth. Tune in to this episode of the Smart Business Revolution Podcast as John Corcoran interviews W. Michael Hsu, Founder and CEO of DeepSky, about designing financial clarity for entrepreneurs. Michael shares how business owners can reclaim time and control through metrics, mindset, and systems. He also discusses the power of mentorship, how to introduce entrepreneurship to kids, and the role of freedom in business.

Billions in federal funds for nonprofits were abruptly frozen by the Trump administration, leaving organizations scrambling to stay afloat. Blake speaks with Jerilyn Dressler and Harriet "Hatsy" Cutshall from YPTC about how these freezes disrupted essential services, the complex flow of federal grants, and the rigorous compliance requirements nonprofits must meet. With a judge ordering the funds to be reinstated, they discuss what's next for nonprofits and the ongoing challenges of government funding oversight.Meet Our Guests: Jerilyn Dressler, CPA : https://www.linkedin.com/in/jerilynkeitdresslercpacfeHarriet "Hatsy" Cutshall, CPA : https://www.linkedin.com/in/hatsycutshallcpa-yptcGet 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/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/RunClassifiedAd

SponsorsCPA.com - http://accountingpodcast.promo/cpaRelay - http://accountingpodcast.promo/relayCloud Accountant Staffing - http://accountingpodcast.promo/casRho - http://accountingpodcast.promo/rhoChapters(00:00) - Welcome to The Accounting Podcast (00:54) - Chaos Created by Doge (01:32) - Top Stories of the Week (02:17) - Listener Mail and Additional Topics (05:09) - Live Stream Interaction (06:42) - DOJ and Treasury Payment Freeze (17:40) - Young Engineers at DOJ (24:15) - Automation Features for Seamless Transactions (24:44) - Addressing Viewer Questions on Treasury Policies (25:34) - Debate on Federal Fund Vetting and Spending (27:57) - Government Bureaucracy and Political Battles (33:31) - The Role of Young Auditors in Government Agencies (40:38) - Adobe's Tax Tips: Helpful or Harmful? (43:54) - Final Thoughts on Government Efficiency and Partisanship  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 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/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

SponsorsOnPay - http://accountingpodcast.promo/onpayKeeper - http://accountingpodcast.promo/keeperCloud Accountant Staffing - http://accountingpodcast.promo/casRho - http://accountingpodcast.promo/rhoChapters(00:00) - Welcome to The Accounting Podcast (03:37) - Government Employee Buyout Offer Update (09:24) - Undergraduate Accounting Enrollment Surge (12:38) - Illinois Proposes New CPA Pathways (14:25) - Elon Musk and IRS Direct File Controversy (18:16) - Doge's Access to Treasury Systems (26:53) - Tax Exemption on Tips: A Double-Edged Sword (30:19) - The Hidden Costs of Automation (38:03) - AI in Accounting: Current Innovations (47:03) - BDO Lawsuit: Inflated Revenues and ESOP (50:57) - Closing Remarks and Announcements  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 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/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

Blake and David examine several significant developments, including TaxDome's data security incident, and the implications of China's DeepSeek AI model that caused Nvidia's stock to drop. They also dig into the White House's federal employee buyout offer that could impact IRS staffing levels and break down key findings from Accounting Today's 2025 Year Ahead survey about trends in remote work, tech spend, and AI adoption in accounting firms.SponsorsKeeper - http://accountingpodcast.promo/keeperCloud Accountant Staffing - http://accountingpodcast.promo/casBasil - http://accountingpodcast.promo/basilChapters(00:24) - Introduction and Episode Overview (01:41) - Listener Shoutouts and Engagement (02:31) - Sports Banter and Mood Check (03:22) - Live Stream Interaction (05:11) - TaxDome Data Incident Discussion (22:24) - White House Buyout Offer for Federal Employees (31:26) - DeepSeek AI Model and Market Impact (36:24) - Exploring Perplexity's New DeepSeek R1 Model (36:58) - Comparing Reasoning Capabilities: R1 vs. ChatGPT (38:10) - The Google Search Analogy (39:16) - Concerns Over Unverified Financial Information (40:32) - Running AI Models on Personal Hardware (41:00) - Cost Implications for Businesses Using AI (42:59) - Innovation in Large vs. Small Firms (45:33) - Reforming the IRS: A New Approach (48:36) - Addressing the Accountant Labor Shortage (49:32) - Accounting Trends for 2025 (57:00) - The Role of AI in Accounting Tools (59:56) - Frustrations with Current Accounting Software (01:05:33) - Final Thoughts  Show NotesDeepseek R1 Explained by a Retired Microsoft Engineerhttps://www.youtube.com/watch?v=r3TpcHebtxMChina's DeepSeek AI dethrones ChatGPT on App Store: Here's what you should knowhttps://www.cnbc.com/2025/01/27/chinas-deepseek-ai-tops-chatgpt-app-store-what-you-should-know.htmlTaxDome reports security incident, says no sensitive data exposedhttps://www.accountingtoday.com/news/taxdome-reports-data-breach Reporting system error official post-mortemhttps://community.taxdome.com/c/resources/reporting-system-incident-official-post-mortem-794aebba-618b-4857-8aab-debca4e644ee TaxDome Post from Caleb Jenkins' LinkedInhttps://www.linkedin.com/posts/calebjenkins1994_so-taxdome-can-you-tell-us-more-about-activity-7288762022882594816-X9eS?utm_source=share&utm_medium=member_desktopTrump administration offers roughly 2 million federal workers a buyout to resignhttps://www.nbcnews.com/politics/white-house/trump-administration-offer-federal-workers-buyouts-resign-rcna189661Trump suggests sending IRS agents to the borderhttps://www.yahoo.com/news/trump-suggests-sending-irs-agents-233900348.htmlAccounting in 2025: The year ahead in numbershttps://www.accountingtoday.com/list/accounting-in-2025-the-year-ahead-in-numbersTop 10 AI accounting tools every business needs in 2025https://www.accountancyage.com/2025/01/24/top-10-ai-accounting-tools-every-business-needs-in-2025/Xero's new tagline: 'Your business supercharged'https://www.accountingtoday.com/news/xero-announces-new-tagline-your-business-superchargedNeed 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/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

Entrepreneur Isolation: "There's what people think it (entrepreneurship) looks like, and then there's the brutal reality of what it really is."We talk about the stark realities of entrepreneurship, addressing the often overlooked yet omnipresent challenges faced by solo business trailblazers. Key TakeawaysThe Reality Behind the Glamour: While social media often paints a perfect picture of entrepreneurship, the truth is far from it. Entrepreneurs frequently navigate a lonely and isolated journey before achieving success.Navigating Peaks and Valleys: The entrepreneurial path is filled with highs and lows. It's crucial to find those trusted individuals who support you through both the triumphant peaks and the challenging valleys.Building a Support System: Though ultimately the burden lies on the entrepreneur's shoulders, having a few trusted allies can make a significant difference. A support network offers not just emotional encouragement but can potentially provide shortcuts and insights that make the journey smoother.Feel free to share your thoughts and experiences. We'd love to hear how you navigate the highs and lows of your entrepreneurial journey!Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year. An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial and operational excellence, speaks nationwide to CPA firm owners about running their businesses like entrepreneurs, and consults with firms across the country. Glenn enjoys golfing, fishing, hiking, cooking, and spending time with his family.Julie Smith, MBA, is a serial entrepreneur in the public accounting space. She is the Founder of EmpowerCPA™, Founder of PureTax, LLC, COO for Harper & Company CPAs Plus, and Co-host of the Empowering Entrepreneurs podcast. Named CPA.com's 2021 Innovative Practitioner of Year, Julie led Harper & Company's transition to an advisory-focused firm, doubling revenue and profit in two years. She now empowers other CPA firm owners nationwide through consulting and speaking, teaching them how to run their businesses like entrepreneurs. Julie...

Creating Intentions for Entrepreneurs in the new year: "I think for our entrepreneur listener, now is a really good time to evaluate, do you wanna be bigger and better? Do you wanna be better and better? How do you wanna spend your time in the new year and really create your intentions around your business?"Is scaling up always the best option? Or is refining and improving your existing operations the way forward?Key Takeaways:Opportunity CostUnderstand the sacrifices entailed in the pursuit of business growth. Time, family, personal interests—all could be impacted.Control vs. DelegationGiving up control can be daunting, but smart delegation is crucial for scalability.Intentional PlanningRegularly pausing to reflect and plan with intention can help you navigate the path between staying small and growing bigger.It's all about the the delicate balance between getting bigger and being better, and finding out how to make intentional choices that align with your business goals.This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year. An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial and operational excellence, speaks nationwide to CPA firm owners about running their businesses like entrepreneurs, and consults with firms across the country. Glenn enjoys golfing, fishing, hiking, cooking, and spending time with his family.Julie Smith, MBA, is a serial entrepreneur in the public accounting space. She is the Founder of EmpowerCPA™, Founder of PureTax, LLC, COO for Harper & Company CPAs Plus, and Co-host of the Empowering Entrepreneurs podcast. Named CPA.com's 2021 Innovative Practitioner of Year, Julie led Harper & Company's transition to an advisory-focused firm, doubling revenue and profit in two years. She now empowers other CPA firm owners nationwide through consulting and speaking, teaching them how to run their businesses like entrepreneurs. Julie lives in Columbus, OH with her family and enjoys travel, coaching basketball, sporting events, and the occasional shopping spree.Copyright 2025 Glenn Harper

Goal Setting Tips: "If you can break it down into 30 day, 60 day, 90 day increments with those intentions of what you're going to do to achieve the said goal, it becomes really attainable."As we approach the end of the year, it's the perfect time for us, as entrepreneurs, to take a moment and reflect on our journey. We talk about setting meaningful intentions for the new year. Here are some key takeaways from Glenn Harper and Julie Smith:Key Takeaways:Set Clear Intentions Over Broad Goals: Rather than just having vague goals, define clear intentions and actionable steps to achieve them. It's not about saying "I will work out"; it's about planning when and how you will fit those workouts into your daily routine.Break Down Your Goals: Avoid feeling overwhelmed by breaking down your goals into smaller, manageable increments. Whether it's a 30-day, 60-day, or 90-day plan, having short-term milestones makes long-term objectives more attainable.Accountability is Crucial: Find someone to share your goals with and ask them to hold you accountable. This could be a partner, a colleague, or a friend. Accountability partners help keep you committed and motivated.As we step into the new year, let's take these insights and set ourselves up for a year of success, growth, and meaningful accomplishments. Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year. An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial and operational excellence, speaks nationwide to CPA firm owners about running their businesses like entrepreneurs, and consults with firms across the country. Glenn enjoys golfing, fishing, hiking, cooking, and spending time with his family.Julie Smith, MBA, is a serial entrepreneur in the public accounting space. She is the Founder of EmpowerCPA™, Founder of PureTax, LLC, COO for Harper & Company CPAs Plus, and Co-host of the Empowering Entrepreneurs podcast. Named CPA.com's 2021 Innovative Practitioner of Year, Julie led Harper & Company's transition to an advisory-focused firm, doubling revenue and profit in two years. She now...

Every December, Accounting Today magazine selects 100 influential leaders in accounting. In this episode of the Accounting Influencer podcast, Rob Brown discusses the significance of influence in the accounting profession, highlighting how many leaders have built their authority from humble beginnings. He outlines eight distinct paths to building influence, emphasizing that individuals can choose the path that aligns with their strengths. The conversation concludes with actionable steps for listeners to start building their influence intentionally, ensuring they remain relevant and strategically important in their careers.TakeawaysMany influential leaders started from humble beginnings without elite advantages.Building influence is about curating authority and career capital, not just being on lists.The traditional path of technical expertise is waning in favor of new methods of influence.There are eight distinct paths to building influence in accounting.Successful leaders often align their influence strategies with their natural strengths. Small actions can lead to significant influence over time.Mentoring and developing others is a powerful way to build influence.Networking and community building are essential for fostering influence. Patience and persistence are key in the long-term game of building influence.The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. Thanks 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.comACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.ukIf 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. https://www.linkedin.com/in/therobbrownYou can also check out all shows on the Accounting Influencers YouTube Channel:https://bit.ly/AI-youtube

The Hall of Famer explains why understanding buyer behavior is the toughest—and most rewarding—part of the job.Capstone ConversationsBy Jean CaragherFor CPA TrendlinesA trailblazer in the field, Sarah Dobek was recently inducted into the Association for Accounting Marketing (AAM) Hall of Fame, cementing her status as a Bruce W. Marcus Lifetime Fellowship Member. With over two decades of experience in accounting and professional services marketing, Sarah shares her insights, challenges, and strategies that have shaped her remarkable career. Follow Jean Caragher on CPA Trendlines here. | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | Catch Jean Caragher's other show, Gear Up for Growth, on Fridays here. | And browse all the shows in the CPA Trendlines broadcast network here Dobek reflects on her unexpected journey into the accounting marketing profession, which began as an internship at an accounting firm in 2002. Since then, she has been at the forefront of shaping marketing strategies for public accounting firms, serving on the AAM Board of Directors, and being recognized multiple times as one of Accounting Today's Top 100 Most Influential People in Accounting.“I never imagined that I'd still be working in this field 20 years later,” Dobek admits. Her enduring passion for solving problems and creating growth opportunities has fueled her rise as a trusted advisor and thought leader.

Congratulations to Blake for making Accounting Today's Top 100 Most Influential People list!  Today, Blake and David dig into several significant developments in accounting, including a federal court's decision to block BOI reporting nationwide. They also examine which of the 57% of accounting firms plan to raise fees in 2025 and take a look at the AICPA's Experience Learn and Earn (ELE) program. There's also talk about new PCAOB reporting requirements for audit firms and the recent acquisition of Dext by Iris Software Group. SponsorsOnPay - http://accountingpodcast.promo/onpayZoho - http://accountingpodcast.promo/zohoSmartVault - http://accountingpodcast.promo/smartvaultChapters(00:31) - Celebrating Achievements and Social Media Impact (03:16) - Key News Stories: Price Increases and Regulatory Changes (04:17) - BOI Reporting Requirement Blocked (14:21) - Raising Prices in Accounting Firms (17:39) - Experience, Learn, and Earn Program (22:26) - AICPA and Overtime Pay Ruling (30:12) - PCAOB's New Reporting Requirements (34:48) - Debating the Future of Auditing (35:50) - Impact of AI on Auditing (37:21) - Evaluating PCAOB's Effectiveness (38:32) - PCAOB Sanctions and Penalties (45:00) - Macy's Financial Controversy (48:31) - EY's AI Interview Bot (53:29) - AI's Impact on Productivity (58:14) - Dext Acquisition by Iris (01:01:58) - Closing Remarks and Future Topics  Show NotesAccounting Today - The 2024 Top 100 Most Influential People https://arizent.brightspotcdn.com/c3/0f/2649ee17493eab95634bbc91f5f7/top-100-most-influential-people-updated.pdf Federal Court Enjoins Enforcement of the CTA Nationwide; Reporting Companies “Need Not Comply” with January 1 Deadlinehttps://natlawreview.com/article/texas-federal-court-blocks-corporate-transparency-act-halts-nationwide-enforcement Survey Says 57% of Firms Are Raising Prices Next Yearhttps://cpatrendlines.com/2024/11/14/survey-says-57-of-firms-are-raising-prices-next-year/ Experience, Learn, and Earn https://experiencelearnearn.org/ Expanded Access Now Available for AICPA-NASBA ELE Programhttps://nasba.org/blog/2024/11/15/expanded-access-aicpa-nasba-ele-program/ Texas Judge Tosses Biden Overtime Expansion for Millionshttps://news.bloomberglaw.com/daily-labor-report/overtime-expansion-for-4-million-workers-tossed-by-texas-judge Follow up to the "AICPA is illegally hiding salary info on job postings". After several emails, I convinced them to comply with the lawhttps://www.reddit.com/r/Accounting/comments/1g0ib4z/follow_up_to_the_aicpa_is_illegally_hiding_salary/ PCAOB Adopts Auditor Performance Metrics, Increased Firm Reporting Rules https://tax.thomsonreuters.com/news/pcaob-adopts-auditor-performance-metrics-increased-firm-reporting-rules Critics see chance to close down US audit regulator under Trumphttps://www.ft.com/content/e9a7247f-84fd-4df7-8163-6518954470e9 Macy's says employee hid up to $154 million in expenses, delaying Q3 earningshttps://apnews.com/article/macys-accounting-quarter-b1cb0927d9b6a58ee4396838df7973c9 KPMG Survey: AI Adoption Across US Finance Functions Reaches Highest Levels, with ROI Exceeding Expectationshttps://kpmg.com/us/en/media/news/ai-adoption-across-us-finance-functions-reaches-highest-levels.html IRIS Software Group Announces Intent to Acquire Dext Software Ltd.https://dext.com/us/iris-announces-intent-to-acquire-dextNeed 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/OvercastClassifieds Client Hub -

Blake and David discuss Trump's proposed Department of Government Efficiency (DOGE) and its potential impact on tax filing and federal remote work policies. They analyze the Pentagon's seventh consecutive failed audit and examine Intuit's ambitious plans to expand its enterprise offerings. The duo also explores a groundbreaking study showing ChatGPT-4 outperforming human doctors in medical diagnoses, highlighting AI's growing capabilities in professional decision-making.SponsorsRelay - http://accountingpodcast.promo/relaySuralink - http://accountingpodcast.promo/suralinkSmartVault - http://accountingpodcast.promo/smartvaultArtiffex - http://accountingpodcast.promo/artiffexChapters(00:00) - Welcome to the Accounting Podcast (01:52) - DOGE's Impact on H&R Block and TurboTax Stocks (02:57) - IRS Free File Program (04:49) - Intuit's Response to DOGE Initiative (10:43) - Remote Work for Federal Employees (16:25) - Pentagon's Audit Failures (22:36) - AI Outperforms Doctors in Diagnosing Illnesses (32:12) - Boosting Productivity with ChatGPT (36:09) - Salesforce's AI Irony (38:15) - Anthropic's AI in Action (45:34) - Intuit's AI Strategy and TurboTax (48:36) - Intuit Enterprise Suite and Market Expansion (55:27) - Closing Remarks and Future Topics  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 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/OvercastClassifiedsClient Hub - https://clienthub.app/Forwardly - https://www.forwardly.com/Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Blake and David dive into the economic implications of Trump's election victory, including proposed tariffs that could significantly impact businesses and inflation. They explore potential tax changes under a new Trump administration, from corporate rate reductions to the elimination of the SALT cap. They also examines an alarming $47 million IRS fraud scheme targeting tax practitioners and debate the future of Bitcoin as speculation grows about a potential national Bitcoin reserve.SponsorsOnPay - http://accountingpodcast.promo/onpaySuralink - http://accountingpodcast.promo/suralinkCloud Accountant Staffing - http://accountingpodcast.promo/casArtiffex - http://accountingpodcast.promo/artiffexChapters(00:00) - Welcome to The Accounting Podcast (03:05) - Avalara Crush Conference Insights (07:48) - AI and the Future of Tax Compliance (13:21) - Trump's Economic Impact (17:26) - Tariffs and Global Trade (25:40) - Tax Proposals and Implications (36:53) - Bitcoin's Meteoric Rise and Market Speculations (47:43) - AI Adoption in the Workforce (49:53) - IRS PPS Fraud: A Deep Dive (01:00:49) - PCAOB Drama and Audit Deficiencies (01:06:49) - BOI Reporting and AICPA's Response (01:10:33) - Closing Remarks and CPE Information  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 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/OvercastClassifiedsCoefficient - http://accountingpodcast.promo/coefficientexpoForwardly - https://www.forwardly.com/Client Hub - https://clienthub.app/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

We have the pleasure of hosting Kristin Taylor, Vice President of Legacy Retirement Group and co-host of "Winning Retirement Radio". Kristin joins us to discuss her multifaceted journey as a business leader, mother, wife, and part-time teacher to her youngest son.Kristin shares the importance of people in her life—her children, faith, husband, and clients—emphasizing how supporting her team is pivotal to achieving both business success and personal fulfillment. She opens up about discovering her purpose through gratitude, and finding joy in daily routines by embracing a higher purpose.Together with Empowering Entrepreneurs' co-host Julie Smith (no Glenn this week), they explore the ever-changing nature of work-life balance and the unique challenges faced by entrepreneurs, particularly women. Kristin highlights the critical importance of defining personal success and resisting societal pressures. Through personal anecdotes, they shed light on overcoming diverse life hurdles—from professional setbacks to deeply personal losses.Kristin discusses her philosophy on focus, innovation, and making tough decisions in business, all the while staying true to her values and evolving through various life stages. Whether you're an entrepreneur or someone striving for balance in life, this episode is packed with insights and inspiration to empower you on your journey.Empowering Moments03:54 Life reveals true allies amid ups and downs.07:37 Inconspicuous farmer inspired college innovation interest.11:03 Everyone's challenges differ; be transparent about difficulties.15:39 Success supports passion project through team effort.17:58 Instilling gratitude in everyday family life.22:29 Has the vision of success evolved over time?23:35 Long-time worker, values son's future success.26:40 Parent realizes values are reflected in children.30:42 Embrace uniqueness; see challenges as strengths.38:20 Focused strategy transformed Legacy Retirement over years.39:47 Theme: Take it to the next level, uncertain plans.42:45 Kristen encourages sharing personal aspects on podcast.48:59 Confidence in tough business decisions is superpower.49:33 Success includes learning from failures too.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year. An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial and operational excellence, speaks nationwide to CPA firm owners about running their businesses like entrepreneurs, and consults with firms across the...

There are a shocking amount of businesses that ultimately fail because of fraud. Many managers and business owners are unaware of their losses because they do not have the systems in place to look for fraud and it may not be their primary concern. Today's guest is James Ratley. Jim graduated from the University of Texas at Dallas with a bachelor's degree in Business Administration. In 1971, he joined the Dallas Police Department as a police officer. He was on numerous task forces with a concentration on major fraud cases. He joined a major forensic accounting practice and was in charge of fraud investigations. In 1988, he was named the Program Director of The Association of Certified Fraud Examiners and in 2006, became the President. In 2011, he became the CEO and he retired in 2018 after 30 years there. James has been an adjunct professor, published author, and named by Accounting Today as one of the top influencers multiple times. Show Notes: [1:14] - James shares his background and the way his career panned out over 30 years. [3:35] - When the ACFE was established, there was no information or education around it at all. [5:09] - The average organization loses 5% of their revenue to fraud. Out of every ten people hired, statistically, six of them will steal from you. [6:46] - Fraud can be prevented and strategies to reduce fraud are typically inexpensive. [8:40] - It's important for business owners not to be afraid to call it fraud. [10:25] - Fraud perpetrators believe they deserve what they've taken. [13:26] - It's important for businesses to have strong management and leadership. Training is crucial. [14:18] - James discusses the most common types of fraud and how even the seemingly minor things could be detrimental. [18:24] - Fraud perpetrators are really good at hiding what they are doing and making the business owners believe it could never be them. [20:15] - Another strategy is to separate tasks out and be strict about them. [21:37] - Surprise cash counts is another good strategy. [23:13] - There are no small frauds, only frauds that have not had time to reach maturity. [25:44] - You impact rationalization through education. [29:16] - James lists some of the red flags that could indicate something more going on. [31:31] - There should be policies and regulations that purchasing officers are held to. [36:30] - Auditors must be completely independent. [40:10] - Some business owners will deny the problem is happening because it is hard to deal with and accept that someone they trust could be stealing. [44:35] - Many small organizations go out of business due to operating at a loss. Most of the time this is because of fraud. [47:25] - Never judge someone by the standards you have for yourself. [51:12] - Something to remember is that most fraudsters will steal in even numbers. [53:11] - In most cases that James has worked, the manager had seen all the signs, but never thought anything about it. Thanks for joining us on Easy Prey. Be sure to subscribe to our podcast on iTunes and leave a nice review.  Links and Resources: Podcast Web Page Facebook Page whatismyipaddress.com Easy Prey on Instagram Easy Prey on Twitter Easy Prey on LinkedIn Easy Prey on YouTube Easy Prey on Pinterest ACFE Website

One of the most powerful tools you can have as you navigate your career is a well-rounded network. The relationships you build with mentors and colleagues have a massive effect on your trajectory, and few know this better than Shannon Nash. Shannon is here today to offer us her insights on the power of relationships, the value of diverse perspectives in the boardroom, and the importance of following your passions, and to offer inspiration and practical wisdom for aspiring leaders across industries. This week's episode 138 of How Women Inspire Podcast is about mentorship, resilience, and the power of relationships! In this episode of How Women Inspire Podcast, Shannon Nash is sharing the importance of being present and fully committed to various aspects of life, including work, family, and personal interests, and actionable steps you can take right now to explore relationship-building in your career. Shannon Nash is a seasoned global leader, financial expert, attorney, and CPA. She serves as an independent director on the boards of NetScout Systems (Audit Committee), SoFi Bank (Risk and Chair, Compensation Committees), and Lazy Dog Restaurants (Chair, Audit Committee). Shannon brings CFO expertise from Wing (an Alphabet company), Reputation.com, and Inside Source. Recognized for her leadership, she has been honored by Accounting Today as one of the Top 100 Most Influential People in Accounting, Diversity Woman Magazine's Elite 100, and Silicon Valley's 100 Most Influential Women. Shannon holds a degree in accounting and a JD from the University of Virginia. She is also an award-winning documentary film producer and co-produced "OnBoard," the story of Black women on boards, which debuted at Tribeca.Some of the talking points Julie and Shannon go over in this episode include:The importance of finding something you're passionate about outside of work.Mentorship as a two-way street and the value of investing time in relationships.Diversity and inclusion in corporate leadership, especially in the boardroom.Investing in women-led businesses to create a better future for future generations.Thank you for listening! If you enjoyed this episode, take a screenshot of the episode to post in your stories and tag me!  And don't forget to follow, rate, and review the podcast and tell me your key takeaways!Learn more about How Women Inspire at https://www.howwomenlead.com/podcast CONNECT WITH SHANNON NASH:LinkedInX (formerly Twitter)OnBoard: The FilmCONNECT WITH JULIE CASTRO ABRAMS:LinkedIn - JulieHow Women LeadHow Women InvestHow Women GiveInstagram - HWLLinkedIn - HWLFacebook - HWL

Blake and David Leary dive into several hot topics in the accounting world including the IRS's renewed focus on enforcement, targeting high-income individuals and non-filers, as well as the push to regulate non-credentialed tax preparers. They also explore the ongoing US CPA shortage and discuss potential solutions, including changes to education and recruitment strategies. Moving on, there's talk about emerging threats to traditional accounting software from industry-specific solutions like Clio's new accounting package for law firms. All this and more, right here, right now! SponsorsRelay - http://accountingpodcast.promo/relayZoho - http://accountingpodcast.promo/zohoMakers Hub - http://accountingpodcast.promo/makershubLendflow - http://accountingpodcast.promo/lendflowChapters(01:00) - Global IT Outage Chaos (02:48) - Guess the Company Game (05:04) - Accounting Salaries and Compensation (14:47) - PwC Cutting Chinese Partners Pay by 50% (16:24) - Relay: The Ultimate Banking Solution (18:50) - Payday Advance Apps Under Scrutiny (21:40) - Trump's Tax Plan and Tariffs (29:03) - Community Engagement and Election 2024 (29:48) - Zoho Practice Management Overview (31:34) - IRS Enforcement and Tax Resolution Opportunities (39:40) - Regulating Non-Credentialed Tax Preparers (43:09) - Corporate Tax Rates and Economic Impact (48:49) - Thank you to MakersHub (50:45) - Clio Accounting and Legal Software Innovations (53:41) - Addressing the Accountant Shortage (01:02:31) - Thanks for Listening and Remember to Earn Your Free CPE  Show NotesJuly 19, 2024, global tech outage newshttps://www.cnn.com/business/live-news/global-outage-intl-hnk/index.html AICPA & CIMA Achieves Global Recognition as a Great Place To Workhttps://www.aicpa-cima.com/news/article/aicpa-and-cima-achieves-global-recognition-as-a-great-place-to-work Just How Much Have Accounting Salaries Increased in the Last Five Years?https://www.goingconcern.com/just-how-much-have-accounting-salaries-increased-in-the-last-five-years/ You Need to Make Six Figures to Buy a Home in Almost Half of the U.S.https://www.cpapracticeadvisor.com/2024/04/04/you-need-to-make-six-figures-to-buy-a-house-in-almost-half-of-america/103541/ Number of the Day: $5.7 Billion - CPA Practice Advisorhttps://www.cpapracticeadvisor.com/2024/06/24/number-of-the-day-5-7-billion/107099/ I.R.S. Crackdown on Delinquent Millionaires Yields $1 Billion - The New York Timeshttps://www.nytimes.com/2024/07/11/business/irs-crackdown-wealthy-taxpayers.html The IRS Tidal Wave Is Here - CPA Trendlineshttps://cpatrendlines.com/2024/07/07/the-irs-tidal-wave-is-here/ Tax pros: IRS improving, but getting the right answer takes too longhttps://www.journalofaccountancy.com/news/2024/jul/tax-pros-irs-improving-but-getting-right-answer-takes-too-long.html IRS advisory committee recommends regulating tax preparers | Accounting Today https://www.accountingtoday.com/news/irs-advisory-committee-recommends-regulating-tax-preparers Corporate Tax Rate Spurs Political Fight With More Than $1 Trillion at Stake - WSJhttps://www.wsj.com/politics/policy/corporate-tax-rate-election-53de5180?st=o43aay9xscjk9wt Ohio's shortage of certified accountants is part of a national trendhttps://www.10tv.com/article/news/local/ohio-shortage-of-cpas-part-of-national-trend/530-172bf0d5-0f6a-4037-817f-2a6ae4e12dbf Accountants sound the alarm over high-income residents leaving Massachusetts – New Bedford Guide https://www.newbedfordguide.com/accountants-sound-the-alarm-over-high-income-residents-leaving-massachusetts/2024/06/20 Trump floats tariff hikes to offset income tax cutshttps://www.accountingtoday.com/articles/trump-floats-tariff-hikes-to-offset-income-tax-cuts  The Accountant Shortage Highlights How Critical Accounting Is to Capital Markets | Smith School https://www.rhsmith.umd.edu/research/accountant-shortage-highlights-how-critical-accounting-capital-markets #stitch with @Shanna Morris | accounting major | TikTok https://www.tiktok.com/@nycoleemccrary/video/7361440633531174186?_r=1&_t=8m1nZEORWQh Best Song Ever???https://www.tiktok.com/@thesavbananas/video/7366410624856837422?lang=enNeed 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 Podchas...

My guest in this episode is Tom Wheelwright. Tom is a CPA, CEO of WealthAbility (Tempe, Arizona) and Best-Selling Author of Tax-Free Wealth. Wheelwright is a leading wealth and tax expert, global speaker, and Entrepreneur Magazine Contributor. Tom is best known for making taxes fun, easy and understandable, and specializes in helping entrepreneurs and investors build wealth through practical and strategic ways that permanently reduce taxes. As a Rich Dad Advisor to Robert Kiyosaki (Rich Dad Poor Dad), Tom frequently speaks at conferences worldwide to entrepreneurs on these topics. His work has been featured in The Wall Street Journal, Washington Post, Forbes, Accounting Today, Investor's Business Daily, FOX & Friends, ABC News Radio, NPR, Marketplace and many more media. Robert Kiyosaki, bestselling author of Rich Dad Poor Dad, calls Tom “a team player that anyone who wants to be rich needs to add to his team.” In Robert Kiyosaki's book, The Real Book of Real Estate, Tom, himself, authored Chapters 1 and 21 of this book. Tom also contributed to Robert Kiyosaki's Rich Dad Success Stories, Who Took My Money, Unfair Advantage, Why the Rich Are Getting Richer and More Important Than Money: an Entrepreneur's Team. Tom has written many articles for publication in major professional journals and online resources and has spoken to thousands throughout the U.S., Canada, Europe and Australia. Tom has also used his superior relationship and team building skills to advise the Canadian market in the art of investing in the U.S., by contributing to Philip McKernan's South of 49 and Fire Sale. For more than 30 years, Tom has devised innovative tax, business and wealth strategies for sophisticated investors and business owners in the manufacturing, real estate and high tech fields. His passion is teaching these innovative strategies to the thousands who come to hear him speak. He has participated as a key note speaker and panelist in multiple roundtables, and led ground-breaking tax discussions challenging the status quo in terms of tax strategies. Interview Links: Tom Wheelwright website: https://tomwheelwright.com/. Wealthability: https://www.wealthability.com/. Subscribe To Our Weekly Newsletter: The Wealth Dojo: https://subscribe.wealthdojo.ai/ Download all the Niches Trilogy Books: The 21 Best Cashflow Niches Digital: ⁠⁠https://www.cashflowninjaprograms.com/the-21-best-cashflow-niches-book⁠⁠ Audio: ⁠https://podcasters.spotify.com/pod/show/21-best-cashflow-niches⁠ The 21 Most Unique Cashflow Niches Digital: ⁠⁠https://www.cashflowninjaprograms.com/the-21-most-unique-cashflow-niches⁠⁠ Audio: ⁠https://podcasters.spotify.com/pod/show/21-most-unique-niches⁠ The 21 Best Cash Growth Niches Digital: ⁠https://www.cashflowninjaprograms.com/the-21-best-cash-growth-niches⁠⁠ Audio: ⁠https://podcasters.spotify.com/pod/show/21-cash-growth-niches Listen To Cashflow Ninja Podcasts: Cashflow Ninja ⁠https://podcasters.spotify.com/pod/show/cashflowninja⁠ Cashflow Investing Secrets ⁠https://podcasters.spotify.com/pod/show/cashflowinvestingsecrets⁠ Cashflow Ninja Banking ⁠https://podcasters.spotify.com/pod/show/cashflow-ninja-banking⁠ Connect With Us: Website: http://cashflowninja.com Podcast: http://resetinvestingsecrets.com Podcast: http://cashflowinvestingsecrets.com Podcast: http://cashflowninjabanking.com Substack: https://mclaubscher.substack.com/ Amazon Audible: https://a.co/d/1xfM1Vx Amazon Audible: https://a.co/d/aGzudX0 Facebook: https://www.facebook.com/cashflowninja/ Twitter: https://twitter.com/mclaubscher Instagram: https://www.instagram.com/thecashflowninja/ TikTok: https://www.tiktok.com/@cashflowninja Linkedin: https://www.linkedin.com/in/mclaubscher/ Gab: https://gab.com/cashflowninja Youtube: http://www.youtube.com/c/Cashflowninja Rumble: https://rumble.com/c/c-329875 --- Send in a voice message: https://podcasters.spotify.com/pod/show/cashflowninja/message

“These aren't just numbers; numbers represent things that people care about, and when you start thinking about it that way, that's when you get clients who stay with you for life.” –Jeff BartschThe finer details of this episode:Importance of storytelling and communication skills in the accounting industryStrategic use of storytelling, empathy, and understanding deeper motivations of clients in the context of financial numbers and business strategyThe role of communication skills in human connection, client retention, team management, and business growthThe core outcome of storytelling as human connection and building trust Episode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.comCheck out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/Jeff Bartsch is the founding communication strategist at Story Greenlight, which empowers accounting advisors to attract and keep their ideal advisory clients.  With over 20 years of experience in the entertainment industry and client coaching, Jeff has helped shape content for clients including ABC, NBC, Disney, Apple, Netflix, and many others. Jeff has been recognized as a Top 30 thought leader in the accounting advisory world, and his commentary has been featured in publications including Accounting Today, the Associated Press, Time Magazine, and USA Today. He believes that the power of story is within reach of everyone, and that human connection is everything.Connect with Jeff at https://www.storygreenlight.com/moderncpa/Timestamps:Introduction (00:00:00)Welcoming listeners to the podcast and discussing the upcoming conversation with Jeff Bartsch. Demystifying Storytelling (00:00:22)The importance of storytelling in becoming a better communicator and advisor in the accounting industry. Jeff Bartsch's Background (00:02:00)Jeff Bartsch introduces himself, highlighting his background in communication strategy and thought leadership coaching, including his experience in Hollywood. The Power of Storytelling (00:03:49)Jeff Bartsch shares a personal experience about the transformative power of storytelling and its impact on human connection. Transition to Accounting Industry (00:05:51)Jeff Bartsch explains his transition from Hollywood to working with the accounting industry, emphasizing the importance of human connection and trust-building in the accounting profession. Strategic Communication and Storytelling (00:10:15)Discussion on the strategic level of storytelling, including the definition of a story and its impact on communication with clients. Virtual CFO Playbook Advertisement (00:13:08)An advertisement for a virtual CFO playbook, offering essential tools for creating and delivering scalable CFO services. Strategic Communication and Tough Questions (00:15:20)Exploring the role of strategic communication in asking tough questions and guiding clients through challenging financial situations. Empathy in Strategic Storytelling (00:16:55)Jeff Bartsch discusses the importance of empathy in strategic storytelling and understanding the deeper motivations of clients beyond just the numbers. The importance of strategic storytelling (00:20:28)Strategic storytelling as a crucial element in client advisory services, influencing clients' perceptions and willingness to pay. The experience of creating the movie (00:21:38)Drawing parallels between mastering tools in Hollywood and applying that to client advisory services to create a powerful experience. Adapting communication strategies in the digital age (00:23:19)Discussing the evolving role of digital platforms and technologies in communication strategies, and the importance of making tools invisible in client interactions. Maintaining the human element in the age of AI (00:26:27)Addressing the challenge of preserving the human element in client advisory services amidst technological advancements like AI. The power of asking great questions (00:27:48)Emphasizing the significance of asking powerful questions to uncover clients' true desires and needs, guiding them to find their own answers. Avoiding pitfalls in client communication (00:36:08)Identifying pitfalls, such as hammering on different problems and telling tactical stories for the wrong reasons and emphasizing the role of the advisor as a guide rather than self-promotion. Strategic Communication and Storytelling (00:40:18)Discussion on the use of storytelling in strategic communication and how it can guide strategic conversations in the accounting industry. De-escalating Client Situations (00:41:14)The importance of starting with common ground to de-escalate client situations and guide them towards a different plan. The Power of Storytelling and Neuroscience (00:42:23)Exploration of the brain's response to storytelling and the impact on contentious conversations, emphasizing the need to start from a common ground. Differentiating as an Advisor (00:43:27)The significance of building the skill of making connections with clients as a key differentiator for a good advisor. Jeff's Hollywood Experience (00:43:58)Jeff shares his experience of meeting Britney Spears in Hollywood and reflects on the impact of her celebrity status. Closing Remarks and Podcast Promotion (00:45:40)The conclusion of the conversation and promotion of the podcast for more tips and strategies in the accounting industry.

Blake and David delve into the effects of remote work on accountant salaries and the mental health challenges faced by auditors at Big Four firms. They inspect a recent study showing lower pay for hybrid workers compared to fully remote or in-office employees. They also contemplate the future of work organization inspired by Bill Anderson, CEO of Bayer, and discuss the potential impact of AI on the accounting profession, the accuracy of AI-related surveys, and the misrepresentation of AI capabilities in recent news headlines.SponsorsLiveFlow - http://accountingpodcast.promo/liveflow Uncat - http://accountingpodcast.promo/uncatEarmark - https://earmark.appSettle - http://accountingpodcast.promo/settleChapters(00:34) - Will accountants soon earn overtime pay? (04:57) - Listener writes in about their own audit experience at a Top-30 firm (08:14) - Trump's Truth Social audit update (14:44) - PCAOB proposed audit metrics (20:44) - 71% of Big 4 auditors worry about mental health (23:27) - Blake shares a clip from new Bayer CEO (33:48) - H&R Block employees prefer remote work (38:14) - Remote accountants get paid less (39:35) - Executives and managers perceive in-office workers as higher performers (42:06) - The four day work week is becoming more common (45:27) - Cody writes in about Big 4 vs industry (47:09) - Hannah asks about outsourcing and offshoring costs (49:59) - Amazon Fresh stores were using Indian employees for "just walk out" tech (55:22) - Shohei Ohtani's translator charged in sports gambling case (58:14) - Accounting Today wrongly claims accountants are saving 30 hours a week on average using AI (01:01:34) - Blake shares a clip from the All In podcast on the future of AI (01:04:48) - Is it time for a new ERP system? (01:07:47) - Thanks for listening and remember to subscribe  Show Notes71% of Big 4 Auditors Worry About Mental Health | CFO             https://www.cfo.com/news/71-of-big-4-auditors-worry-about-mental-health/712063/ Will Getting Rid of Bosses Fix the Workplace? - The Journal. - WSJ Podcastshttps://www.wsj.com/podcasts/the-journal/will-getting-rid-of-bosses-fix-the-workplace/fc0d31d3-2d08-441e-abd8-d77b660fe258 59% of accountants use AI to save about 30 hours a week on tasks | Accounting Todayhttps://www.accountingtoday.com/news/59-of-accountants-use-ai-to-save-about-30-hours-a-week-on-tasks Y Combinator wants to fund new enterprise resource planning (ERP) software"https://www.instagram.com/reel/C3-zHmOIqbI/?igsh=dTMxMDBjNGg3a2p0 Ohtani translator charged with stealing millions for 19,000 bets | Accounting Todayhttps://www.accountingtoday.com/articles/ohtani-translator-charged-with-stealing-millions-for-19-000-bets KPMG Fined Record $25 Million in Exam-Cheating Scandal – WSJhttps://www.wsj.com/articles/kpmg-fined-25-million-over-alleged-netherlands-exam-cheating-a4dcba2a?st=yl6xiqm8nh6gug8 Botkeeper Infinite replaces outsourcing with more AI to help firms automate | Accounting Todayhttps://www.accountingtoday.com/news/botkeeper-infinite-replaces-outsourcing-with-more-ai-to-help-firms-automate More Companies Adopt 4-Day Work Week - CPA Practice Advisor        https://www.cpapracticeadvisor.com/2024/03/27/more-companies-adopt-4-day-work-week/103199/ When Layoffs Happen, Remote Workers Are Hardest Hit - WSJ               https://www.wsj.com/lifestyle/careers/layoffs-remote-work-data-980ed59d?reflink=integratedwebview_share Does Working from Home Boost Productivity Growth? | San Francisco Fed     https://www.frbsf.org/economic-research/publications/economic-letter/2024/january/does-working-from-home-boost-productivity-growth/Trump Media's Accounting Firm Has Audit Deficiency History https://finance.yahoo.com/news/trump-media-accounting-firm-history-150150627.html Amazon's Just Walk Out Actually Uses 1,000 People in Indiahttps://www.businessinsider.com/amazons-just-walk-out-actually-1-000-people-in-india-2024-4 PCAOB Wallops KPMG Netherlands With Record $25M Fine For Exam Cheatinghttps://www.cpapracticeadvisor.com/2024/04/10/pcaob-wallops-kpmg-in-the-netherlands-with-25-million-fine-for-exam-cheating/103803/ PCAOB crackdown shifting to focus on auditing firmshttps://www.accountingtoday.com/news/pcaob-crackdown-shifting-to-focus-on-auditing-firms PCAOB Proposal Would Require Audit Firms to Disclose a Variety of Metricshttps://www.cpapracticeadvisor.com/2024/04/10/pcaob-issues-proposal-requiring-audit-firms-to-disclose-variety-of-metrics/103758/ PCAOB proposals call for firms to disclose more about themselveshttps://www.journalofaccountancy.com/news/2024/apr/pcaob-proposals-call-firms-to-disclose-more-about-themselves.html Only 48% of accounting, consulting, legal, and private capital professionals have used AI tools at work despite near ...

Blake and David dive into the concerning trend of small CPA firms conducting shoddy audits of large companies and SPACs, raking in big fees while facing minimal consequences for deficient work. They also discuss the latest accounting app funding news, the power of AI for crafting persuasive arguments, and the American Institute of CPAs' puzzling resistance to changes in CPA licensure requirements and touch on the growing importance of client accounting services for public accounting firms.Sponsors Cloud Accountant Staffing - http://accountingpodcast.promo/cas Uncat - http://accountingpodcast.promo/uncatEarmark - https://earmark.appChapters(00:38) - Blake is back from a conference in Atlanta (03:58) - The truth behind Trump's Truth Social SPAC audit (19:27) - AI startup Fieldguide secures $30 million in Series B funding (22:43) - FundGuard secures $100 million in Series C funding round (24:28) - BotKeeper launches BotKeeper Infinite (30:03) - Scientists find that AI is more persuasive than humans at changing people's opinions (38:15) - Formula 1 team using Excel to track car parts (40:08) - CAS is the fastest-growing service in Accounting Today's annual survey (42:08) - The AICPA warns about losing the 150-hour rule (49:20) - Send us an email and remember you can earn FREE CPE for listening to this podcast!  Show NotesFieldguide Raises $30 Million to Combat CPA Shortage With AIhttps://www.pymnts.com/news/investment-tracker/2024/fieldguide-raises-30-million-to-combat-cpa-shortage-with-ai/AI accounting startup raises $100Mhttps://www.accountingtoday.com/articles/ai-accounting-startup-fundguard-raises-100m-in-new-fundsOn the Conversational Persuasiveness of Large Language Models: A Randomized Controlled Trial (PDF) https://arxiv.org/pdf/2403.14380.pdf?utm_source=www.therundown.ai&utm_medium=newsletter&utm_campaign=nvidia-s-new-ai-chip-competitor The year CAS took overhttps://www.accountingtoday.com/opinion/the-year-cas-took-over-accountingNeed 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/OvercastClassifiedsRoyalwise - https://royalwise.com/partnerForwardly - https://www.forwardly.com/ClassifiedsWant 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

On this episode of Growing Your Firm, host David Cristello interviews Daniel Hood, the editor-in-chief of Accounting Today. With over two decades of experience in the industry, Daniel shares insights into the evolving trends in accounting firms and the push for advisory services. Tune in to gain a deeper understanding of the future of accounting and the role of technology in shaping the industry. The listener will learn about the evolution of accounting firms, advisory services, trends in the accounting profession, and the impact of AI on the industry.

This episode dives into unknown and upcoming tax advantages for CRE investors with Randy Crabtree, Co-Founder of Tri-Merit Specialty Tax Professionals.The Crexi Podcast explores various aspects of the commercial real estate industry in conversation with some of the top CRE professionals in the space. In each episode, we feature different guests to tap into their wealth of CRE expertise and explore the latest trends and updates from the world of commercial real estate. Host Taylor Curtiss sits with Randy to discuss commonly used and untapped tax opportunities in commercial real estate, including cost segregation and renewable energy tax credits, and how these can significantly benefit investors and developers. Randy also shares insights into the impact of the Inflation Reduction Act on the sector and stresses the importance of following one's passion. Additionally, Randy opens up about his personal journey of recovery following a stroke, how it reshaped his outlook on life, and led to his involvement in craft beer entrepreneurship.Meet Randy Crabtree: From Stroke Survivor to Tax Incentive GuruRandy's Unexpected Journey into Accounting and TaxationLearning from Early Career Shifts: Passion Over ProfitA Pivotal Career Moment: The Importance of Corporate CultureThe Birth and Growth of Tri-Merit: A Story of Passion and PersistenceThe Unique CPA Podcast: Sharing Knowledge and Inspiring ChangeRedefining Success: Lessons from the Podcast and BeyondConfronting Mental Health: Randy's Personal Battle and AdvocacyEmbracing Vulnerability and Its ImpactThe Power of Sharing Personal StoriesStrategies for Mental Recharge and Avoiding BurnoutDaily Habits for Mental WellnessExploring Tax Opportunities in Commercial Real EstateRenewable Energy Tax Credits: A Game ChangerNavigating the Inflation Reduction ActThe Importance of Reputable Tax AdvicePersonal Stories and Passion ProjectsFuture Trends in Commercial Real EstateRapid Fire Questions and Final Thoughts If you enjoyed this episode, please subscribe to our newsletter to receive the very next one delivered straight to your inbox. For show notes, past guests, and more CRE content, please check out Crexi Insights.Ready to find your next CRE property? Visit Crexi and immediately browse hundreds of thousands of available commercial properties.Follow Crexi:https://www.crexi.com/​ https://www.crexi.com/instagram​ https://www.crexi.com/facebook​ https://www.crexi.com/twitter​ https://www.crexi.com/linkedin​ https://www.youtube.com/crexiAbout Randy Crabtree:Randy Crabtree is a widely followed author, lecturer, and podcast host for the accounting profession. Randy is also past President of the 501(c)(3) Stroke Survivors Empowering Each Other (SSEEO) and partner in an award-winning craft beer and bottle shop in Chicago, Illinois.Since 2019, he has hosted the weekly “The Unique CPA” podcast, which ranks among the world's 5% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today's Voices column, the AICPA Tax Adviser, cpa Trendlines, and intuit. He is a regular presenter at events around the world. Randy's perspective took a sharp turn in 2014 when he suffered from a stroke. The path to recovery led him to re-focus on the importance of helping others and incorporating things he was passionate about into everyday life. As co-founder of Tri-Merit, this meant educating staff – and anyone who would listen -- on stroke awareness, early detection and on the simple pleasures in life like craft beer. If you enjoyed this episode, please subscribe to our newsletter to receive the very next one delivered straight to your inbox. For show notes, past guests, and more CRE content, please check out Crexi Insights. Ready to find your next CRE property? Visit Crexi and immediately browse hundreds of thousands of available commercial properties. Follow Crexi:https://www.crexi.com/​ https://www.crexi.com/instagram​ https://www.crexi.com/facebook​ https://www.crexi.com/twitter​ https://www.crexi.com/linkedin​ https://www.youtube.com/crexi

Blake and David dig through the latest accounting news, including the effectiveness of pizza parties in boosting accounting firm morale, the record number of baby boomers reaching retirement age, and the impact on Social Security, as well as the massive amount of COVID-related fraud originating in South Florida. They also take a look at audit integrity issues, the long working hours in accounting, and some of the latest app headlines.SponsorsLiveFlow - http://accountingpodcast.promo/liveflow Relay - http://accountingpodcast.promo/relay Bookkeep - http://accountingpodcast.promo/bookkeepChapters(00:22) - Thomson Reuters says pizza parties boost accountants morale (03:33) - Trump cheats at golf (04:50) - Truth Social goes public (07:41) - Grant Thornton sells majority stake to private equity firm (12:28) - Almost 20% of all PPP fraud happened in South Florida (17:59) - 49ers docked 5th round draft pick for accounting error (20:08) - Sam Bankman Freed sentenced to 25 years in prison (22:29) - David shares WSJ video on the future of social security (31:16) - Tingo audit faulire update (41:48) - Big 4 Transparency firm awards (50:28) - Blake takes on a Reddit user's problem (56:35) - Microsoft Teams combining business and personal offerings (57:04) - Thanks for listening and remember to subscribe  Show NotesFTX Founder Sam Bankman-Fried Sentenced to 25 Years https://www.wsj.com/finance/currencies/sam-bankman-fried-sentencing-ftx-fraud-2d92fce9?st=d45lmr6uc8gg6wcTrump ‘cheats like a mafia accountant' at golf, writer who played with him says - pennlive.com https://www.pennlive.com/news/2024/03/trump-cheats-like-a-mafia-accountant-at-golf-writer-who-played-with-him-says.htmlBig 4 Transparency - Awards Season

In today's fast-paced world, the quest for work-life balance seems like a never-ending journey for many professionals. But is it an imaginary idea or an attainable goal? In this week's episode of Fordify LIVE! Ford and guest, Amy Vetter, discuss this important question, and offer fresh insights along with actionable strategies for today's leaders. The concept of work-life balance has evolved beyond ordinary time management to encompass a deeper sense of harmony between our personal and professional lives. Ford Saeks, alongside guest Amy Vetter, explores the nuanced layers of becoming a connected leader—one who thrives on creating an environment of balance, growth, and innovation. Amy shares her transformative journey from a Certified Public Accountant to a yogi, which offers a unique lens through which to view the pursuit of harmony in both life and work. The episode illuminates how embracing mindfulness in leadership roles not only enhances personal satisfaction but also propels businesses to unprecedented levels of success. It also delves into the diverse expectations of work-life balance across various generations, revealing its significant influence on shaping organizational culture. This episode is packed with valuable, practical strategies that promise to enrich both personal lives and professional environments by nurturing a culture of balance and connectivity. Ford and Amy engage in a rich discussion that not only highlights the importance of work-life balance but also challenges leaders to reflect on their roles in encouraging this balance. The conversation covers the impact of leadership on organizational culture, the power of mindfulness in the workplace, and how to navigate the complexities of modern professional demands with grace and efficacy. Achieving work-life balance is more than a personal undertaking; it's a leadership strategy that can significantly affect an organization's culture and success. This episode is invaluable for anyone in a leadership position or aspiring to be one, as well as professionals seeking a more balanced and fulfilling approach to their careers and lives. To explore these insights in depth and discover how you can start your journey towards work-life harmony, watch the full interview on YouTube. About Amy Vetter Amy Vetter, CPA, CITP, CGMA, MBA, is the innovative mind behind The B³ Method Institute and B³ Yoga, organizations dedicated to guiding professionals towards achieving their potential in work and life through mindfulness and balance. As a celebrated keynote speaker, author, and podcast host of Breaking Beliefs, Amy has made significant strides in promoting connected leadership, mindful technology use, and work-life harmony across various industries. Her accolades include being named one of the “Most Powerful Women in Accounting” by the AICPA and CPA Practice Advisor, and she's been featured multiple times in Accounting Today's Top 100 Most Influential People. Beyond her speaking engagements, Amy's written contributions shine in her books "Business, Balance & Bliss" and "Integrative Advisory Services," where she explores the essence of work-life harmony and the invaluable role of human connection in accounting. Amy's leadership extends to roles such as a member of the AICPA Council, a board member for the Ohio Society of CPAs, and participation in key AICPA blockchain initiatives. Her insights and methodologies have not only garnered recognition within the accounting and finance profession but have also inspired a broader audience through her award-winning TEDx Talk on achieving work-life harmony. Learn more about Amy's journey and explore her insights into a balanced, fulfilling professional and personal life at AmyVetter.com. About Ford Saeks: Ford Saeks is a visionary Business Growth Accelerator who brings over two decades of experience to redefining success for businesses across the globe. His strategic insights have generated over a billion dollars in sales for companies, from nimble start-ups to esteemed Fortune 500s. At the helm of Prime Concepts Group, Inc. as President and CEO, Ford's expertise shines in driving customer loyalty, expanding brand visibility, and sparking innovation. A relentless entrepreneur, Ford's journey includes founding over ten companies, penning five influential books, securing three U.S. patents, and earning a plethora of industry accolades. His foray into AI prompt engineering marks him as a thought leader in leveraging ChatGPT and other AI tools to enhance content creation, thereby boosting engagement and business outcomes. Ford's profound impact on utilizing AI in business operations, marketing, sales, and improving customer experiences was highlighted at the “Unleash AI for Business Summit.” Discover more about Ford Saeks' transformative approaches and strategies at ProfitRichResults.com and tune into his insights on Fordify.tv.

Blake and David look at the potential impact of AI on the accounting profession and discuss how AI tools like ChatGPT can boost productivity by automating tasks, improving communication, and assisting with problem-solving. They also examine the implications of these efficiency gains on the billable hour, predicting that firms will need to adapt their pricing strategies as a result. Finally, they review the results of a recent Accounting Today survey, which reveals accountants' perceptions and concerns about AI in the profession.Sponsors OnPay - http://accountingpodcast.promo/onpayKeeper - http://accountingpodcast.promo/keeper Bookkeep - http://accountingpodcast.promo/bookkeepChapters(02:24) - The inefficiency at Disney World compared to accountants and timesheets (09:38) - JP Morgan AI tool cuts human work by 90% (11:14) - BofA Cash Pro Forecasting (18:29) - Blake checks in on live chat (19:11) - Survey on how much people actually want to work (27:17) - Kindness initiatives at firms (28:26) - Is gratitude better than a pay raise? (29:34) - New Accounting Today AI survey (40:00) - Blake shares example of how he used AI in his personal life (42:36) - Forbes article on ChatGPT prompts for leaders and managers (55:29) - Thanks for listening and remember to subscribe  Show NotesJPMorgan Says Its AI Cashflow Tool Cut Human Work Almost 90%https://www.entrepreneur.com/business-news/jpmorgan-says-its-ai-cashflow-tool-cut-human-work-almost-90/470682 Accounting's reluctant AI revolution    https://www.accountingtoday.com/research-report/accountings-reluctant-ai-revolution Firms find it's cool to be kind    https://www.journalofaccountancy.com/issues/2024/mar/firms-find-its-cool-to-be-kind.html Bank Of America CashPro Forecasting               https://business.bofa.com/en-us/content/cashpro-forecasting.htmlAmericans Don't Care as Much About Work. And It Isn't Just Gen Z.https://www.wsj.com/lifestyle/careers/americans-attitude-work-data-0c2e487c?st=zyx80zw1zyfu1jfGratitude is Better Than a Pay Raise for 55% of U.S. Workers, Survey Findshttps://www.cpapracticeadvisor.com/2024/02/29/gratitude-is-better-than-a-pay-raise-for-55-of-u-s-workers/102148/12 ChatGPT Prompts For Leaders And Managers In 2024https://www.forbes.com/sites/rachelwells/2024/01/23/12-chatgpt-prompts-for-leaders-and-managers-in-2024/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/OvercastClassifiedsRoyalwise - https://royalwise.com/partnerForwardly - https://www.forwardly.com/ClassifiedsWant 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 start with a discussion on Federal Reserve Chairman Jerome Powell's testimony regarding the failure of small and mid-sized banks due to exposure to the commercial real estate sector. They also get into Minnesota's CPA licensure bill for 150-hour requirement alternatives and KPMG's audit findings on the Department of Education and the cost of the federal student loan program. Rounding out the episode, they answer listener questions and comments on topics including the psychological challenges of CPA firm employment, NASBA's lack of customer service, and the high fees for taking the CPA exam internationally.SponsorsLiveFlow - http://accountingpodcast.promo/liveflowKeeper - http://accountingpodcast.promo/keeperClient Hub - http://accountingpodcast.promo/clienthubChapters(00:28) - Welcome to the show, how much trouble are small banks in? (06:49) - Minnesota CPA Society's Pathways CPA Licensure Bill advances in Senate (10:08) - Our listener plugs a security hole in tax client portal software (14:03) - The cultural issues that plague the accounting profession (20:57) - Fortune magazine article that CPAs need to tell their stories (24:39) - Should we have a federal CPA license? (27:45) - The government doesn't know the costs of student loans (34:54) - Christy shares a positive message (36:12) - Does starting your career at Big 4 lead to better industry jobs? (40:33) - Alex writes in about problems they had scheduling their CPA exam (45:46) - IRS inviting biggest ERC filers to learn the correct way to file them (50:25) - Tax preparer using basic Word doc to collect information (51:55) - Listener replies to Blake's Accounting Today article (54:18) - The international costs to take the CPA exam (57:36) - The firm and work culture issue (58:43) - Why students don't want to major in accounting (59:30) - Thanks for listening! The new Earmark app is coming soon!  Show NotesCould CPAs telling their stories be the key to attracting Gen Zers to accounting? A PwC vice chair thinks so   https://fortune.com/2023/11/15/cpa-attracting-gen-z-accounting-pwc/ Senate File 1660, the MNCPA-backed bill to broaden the pathways to CPA licensure, advanced in the Minnesota Senate on Thursday.     https://www.mncpa.org/about/press/releases/pathways-cpa-senate-bill-hearing/ Powell: ‘There will be bank failures' caused by commercial real estate losseshttps://thehill.com/business/4516758-powell-there-will-be-bank-failures-caused-by-commercial-real-estate-losses/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/OvercastClassifiedsFutureFirm - https://futurefirmaccelerate.com/capRoyalwise - https://royalwise.com/partnerForwardly - https://www.forwardly.com/ClassifiedsWant 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

Welcome to another edition of the Growth Minded Accountant. My name is Lee Reams, Founder and CEO of CountingWorks and our AI-powered community site, TaxBuzz.com. I will be your host today as we discuss Developing a Referral Business Around the U.S. Tax Code, niching down, and other strategies to help your practice thrive. Our esteemed guest today is Randy Crabtree, a renowned CPA with a wealth of experience and insights to share. Since 2019, Randy has hosted the bi-weekly "The Unique CPA" podcast, which ranks among the world's 5% most popular programs. You can find articles from Randy in Accounting Today's Voices column and the AICPA Tax Adviser and CPA. He regularly presents at conferences and virtual training events hosted by CPA associations, state CPA societies, and the top 400 CPA firms nationwide.Today, we explore why being a generalist will destroy your work-life balance and limit your growth opportunities. Discover how the strategic move of niching down can establish you as an expert in your field and significantly enhance your ability to attract high-paying clients. What thought leadership looks like, including hosting podcasts and webinars and developing other educational material for your audiences. Uncover practical tips on identifying the right niche for your practice, even if it might not be what you initially thought. How to use automation and processes to transform your workflow and give you your weekends back.

Topics include:  Accounting Today Top Firms report findings and trends  National Pipeline Advisory Group update  DC and profession news and analysis    Speakers:   Erik Asgeirsson, President and CEO, CPA.com  Sue Coffey, CEO, Public Accounting, AICPA  Mark Peterson, EVP, Advocacy, AICPA  Lisa Simpson, VP, Firm Services, AICPA  Dan Hood, editor-in-chief, Accounting Today  Betsy Krisher, Chairman and CEO, Maher Duessel

Randy Crabtree welcomes Accounting Today Editor-in-Chief Dan Hood back to The Unique CPA on Episode 145 to discuss the significance of community in the accounting profession. They explore the shift to other forms of communication and education that has developed over the past several years, from social media to webinars, then shift gears to focus on the good, old-fashioned conference: their value for community building, and the role of conversation and direct, personal interaction generally, in professional development. In the process, they provide all the details for Accounting Today's Firm Growth Forum and Tri-Merit's Bridging the Gap Conference for 2024. Get the full show notes and more resources at TheUniqueCPA.com

Geof Brown is Illinois CPA Society President and CEO, role he took over in 2023 and has quickly moved to maintain the society's position as a thought leader in the profession while stepping up as one himself. In fact, Geof was named as one of Accounting Today's most influential people in the profession! In December 2023, the ICPA released the society's latest Insight Special Feature, “Righting Retention,” which addresses the leading factors driving perpetually high turnover in the accounting profession based on the personal responses of both employees and employers. Summary Accounting profession turnover with Illinois CPA Society president. Geof Brown, Illinois CPA Society president and CEO, discusses the society's latest insights on writing retention in the accounting profession. Talent retention in the accounting profession. Retention is a growing concern in the profession, with high turnover rates and associated costs impacting businesses. Employee retention in accounting and finance industries. Valued feeling and career advancement opportunities drive retention in public accounting, while burnout and lack of recognition affect industry professionals. Retaining employees in the workplace. Geof suggests connecting people to the mission and culture of organizations to improve retention. The impact of a dedicated public educator and the importance of retention in the finance and accounting profession. Geof Brown praises his mother as a hero for her dedication to public education and her unwavering support.

GTM Disrupted host Mike Smart reconnected with Ed Kless, Senior Director of Partner Development and Strategy for Sage Business Solutions to get his insights on how knowledge-based services are driving customer growth. Ed provides a unique perspective based on more than 20 years in partner strategy and development at one of the leading cloud business management solutions providers. According to Ed, one of the keys to accelerating growth and improving loyalty is creating and measuring customer value. Creating value as Ed describes it is about delivering knowledge-based services. Key learnings from this podcast include:  Shifting Business Models  Moving Off the Solution  Measuring Customer Perceived Value  Embracing Change Ed's Bio: Ed Kless joined Sage in July of 2003 and is currently the senior director of partner development and strategy for Sage Business Solutions in North America. He develops and delivers a curriculum for Sage business partners on the art and practice of small business consulting. Ed hosts the Sage Thought Leadership Podcast and is a co-host of the VoiceAmerica TalkShow Network's The Soul of Enterprise. Before joining Sage, Ed worked with Tipping Point Advisors, an organization dedicated to the growth and development of software implementation partners. He co-founded Third Wave Business Systems, a Microsoft Dynamics GP partner. Ed is a contributor to industry publications and has spoken at many conferences worldwide on project management, pricing, and knowledge workers. He is also active in the Information Technology Alliance (ITA) and has been named to Accounting Today's list of the 100 Most Influential People in Accounting numerous times including 2019. To learn more about Ed to go - https://www.linkedin.com/in/edkless/

Blake and David discuss updates from the AICPA's Talent Pipeline Committee, including surprises about the high dropout rate of accounting majors in college. They also explore new custom AI capabilities in ChatGPT that allow users to create specialist bots and speculate on applications for accounting firms. They also cover lawsuits alleging Hollywood accounting tricks used by Disney to deprive financial partners of profits. Grab some snacks and enjoy!Sponsors LiveFlow - http://accountingpodcast.promo/liveflowEarmark - https://earmarkcpe.promo/EarmarkMediaKit Keeper - https://cloudaccountingpodcast.promo/keeperChapters (01:34) - NASBA is hiring a new COO (05:27) - What we'll cover on this week's show (07:13) - AICPA talks about the pipline issues on Accounting Today's podcast (13:28) - Blake checks in on the live chat (22:08) - Two vastly different articles on CPAjournal.com about how to solve the accountant shortage (30:59) - Making the CPA more accessible (42:05) - Blake demonstrates OpenAI's new custom GPT maker (54:32) - Disney sued for "Hollywood Accounting" methods (01:01:07) - Thanks for listening and how to reach us  Show NotesNASBA Begins Search for New President and CEO | NASBAhttps://nasba.org/blog/2023/11/28/nasba-begins-search-for-new-president-and-ceo/ Rethinking the 150-Hour Requirement for CPA Licensure - The CPA Journalhttps://www.cpajournal.com/2023/11/27/rethinking-the-150-hour-requirement-for-cpa-licensure/ The Accounting Pipeline - The CPA Journalhttps://www.cpajournal.com/2023/11/22/the-accounting-pipeline/ Disney sued over accounting by film financiershttps://www.cfobrew.com/stories/2023/08/29/disney-sued-by-film-financiersA pipeline progress report            https://www.accountingtoday.com/podcast/a-progress-report-on-accountings-pipeline-problem Rethinking the 150-Hour Requirement for CPA Licensurehttps://www.cpajournal.com/2023/11/27/rethinking-the-150-hour-requirement-for-cpa-licensure/ Accounting Education Disrupted https://www.cpajournal.com/2023/11/21/accounting-education-disrupted/ KPMG, Deloitte Ask Staff to Use Burner Phones for HK Visits: FThttps://news.bloombergtax.com/financial-accounting/kpmg-deloitte-ask-staff-to-use-burner-phones-for-hk-visits-ft Deloitte and KPMG encourage use of burner phones in Hong Konghttps://uk.finance.yahoo.com/news/deloitte-kpmg-encourage-burner-phones-101802848.html NASBA starts search for CEO successor    https://www.accountingtoday.com/news/nasba-starts-search-for-ceo-successorNeed 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/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts YouTube: https://www.youtube.com/@TheAccountingPodcast Spotify: http://cloudacctpod.link/Spotify Podchaser: http://cloudacctpod.link/podchaser Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast ClassifiedsRoyalwise - https://learn.royalwise.com/Forwardly - https://www.forwardly.com/ClassifiedsWant 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

Dan Hood, Editor-in-Chief at Accounting Today, returns to episode 133 of The Unique CPA to talk to Randy Crabtree about the keys to creating an unbeatable company culture. They discuss the intricacies and the delicate balance between rules and relationships that attracts top talent and builds a sustainable firm environment. Discover what can truly set firms apart and ordered, pre-planned strategies for navigating growth while maintaining a distinct identity. Hear firsthand how defining small cultural nuances can build a team people don't want to leave. Dan is full of invaluable insights as the quintessential industry insider. Get the full show notes and more resources at TheUniqueCPA.com

An independent audit reveals over $1.4 billion in questionable spending and lack of financial oversight at Maryland's Health Department during the COVID pandemic. We break down the audit's alarming findings, and the response from state officials committed to improving financial practices.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/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts YouTube: https://www.youtube.com/@TheAccountingPodcast Spotify: http://cloudacctpod.link/Spotify Podchaser: http://cloudacctpod.link/podchaser Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast ClassifiedsWant 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

A former Vegas hotel manager is accused of stealing over $773,000 in guest refunds and using the money to live lavishly. We unpack how he allegedly pulled off the massive refund scam and what could have been done to catch it sooner.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/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts YouTube: https://www.youtube.com/@TheAccountingPodcast Spotify: http://cloudacctpod.link/Spotify Podchaser: http://cloudacctpod.link/podchaser Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast ClassifiedsWant 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

Today, we are honoring the life of Joshua Lance, CPA, founder of Lance CPA Group, who passed away in October at the age of 40 after a battle with cancer. To commemorate Josh's life, we are playing a eulogy delivered by Kenji Kuramoto at Josh's memorial service this past weekend. Kenji represented the many voices in the accounting profession that Josh was a part of. Kenji shares stories about Josh's humility, thoughtfulness, and influence. Although Josh never sought the spotlight, he became well-known in the accounting world through his steady leadership and generosity of spirit. Josh's presence will be deeply missed in the accounting community.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/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts YouTube: https://www.youtube.com/@TheAccountingPodcast Spotify: http://cloudacctpod.link/Spotify Podchaser: http://cloudacctpod.link/podchaser Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast ClassifiedsWant 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

A recent report alleges Supreme Court Justice Clarence Thomas failed to disclose that a $267,000 recreational vehicle loan from a friend was forgiven, raising questions about potential tax issues and scrutiny around the justice's financial practices.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/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts YouTube: https://www.youtube.com/@TheAccountingPodcast Spotify: http://cloudacctpod.link/Spotify Podchaser: http://cloudacctpod.link/podchaser Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast ClassifiedsWant 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

One of Chris' favorite things about hosting the Sales Lead Dog Podcast is the opportunity to listen to guests like Gale Crosley. Gale is a very experienced sales leader, and in this episode we focus on driving strategic growth and the many of the aspects of leadership that are required. Gale Crosley, CPA, CGMA is a strategic revenue growth consultant, who has helped almost 500 accounting firms worldwide over the past 20+ years to achieve profitable, sustainable organic growth. Early in her career she spent several years in technology at IBM and tech start-ups, after beginning her journey as an auditor at Arthur Andersen and PwC. She has been selected one of the Most Recommended Consultants in Inside Public Accounting's Best of the Best for 16 years, and one of the Top 100 Most Influential People in Accounting by Accounting Today for 16 years.  She brings all her experiences to the current transformation facing the accounting profession.    Links: LinkedIn: Gale (Gunderson) Crosley, CPA, CGMA LinkedIn: Crosley+Company Website: Crosley and Company (crosleycompany.com   Get this episode and all other episodes of Sales Lead Dog at https://www.empellorcrm.com/salesleaddog

After a decade-long audit, Microsoft is facing a whopping $29 billion tax bill from the IRS for what the agency claims was an "illusory scheme" to channel profits through Puerto Rico—but with years of appeals ahead, will the tech giant ultimately pay the total amount?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/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts YouTube: https://www.youtube.com/@TheAccountingPodcast Spotify: http://cloudacctpod.link/Spotify Podchaser: http://cloudacctpod.link/podchaser Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast ClassifiedsWant 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 dig into the use of AI agents in solving problems, emphasizing the effectiveness of assigning different roles to the agents and having them interact with each other to reach satisfactory results. They also discuss the latest accounting news, including the recent arrest of an IRS contractor, the IRS slashing the PTIN fee, ongoing trials, and cyber-attacks.SponsorsRelay - https://cloudaccountingpodcast.promo/relayKeeper - https://cloudaccountingpodcast.promo/keeperAccountests - https://cloudaccountingpodcast.promo/accountestsChapters (00:47) - Don Jr. explains GAAP (04:07) - Stories we'll cover this week (06:13) - WSJ article on why no one is going into accounting (10:30) - New Illinois CPA Society survey (12:42) - The IRS is watching people who resold Taylor Swift tickets (14:11) - Chick-fil-A is testing out robot servers and what accountants can learn in what customers want & expect in restaurants (18:39) - Zoom adds AI companion features (23:58) - FedNow hits milestone (26:07) - Listener mail (34:15) - QuickBooks offers a $50/month assisted bookkeeping service (40:33) - Listener mail: Should I change majors from accounting? (43:17) - FEMA and WGU are alternative ways to earn 150 credits (46:33) - Microsoft using AI to help AI (51:00) - Former IRS contractor charged with leaking billionaire tax filings (55:03) - Trump blaming his former Mazars accountant in fraud trial (59:36) - CPA Canada vs CPA Quebec and CPA Montreal updates (01:01:53) - MGM cyber attack follow up (01:04:16) - WSJ reports Binance is in trouble (01:08:25) - Wrap up and how to reach us  Show NotesChick-fil-A Reportedly Tests Robot Servers Amid Diner Concerns Around Automationhttps://www.pymnts.com/restaurant-technology/2023/chick-fil-a-tests-robot-servers-amid-diner-concerns-around-automation/ AICPA Endorses Key Legislation Recognizing the Link Between ...  https://www.prnewswire.com/news-releases/aicpa-endorses-key-legislation-recognizing-the-link-between-accounting-and-stem-301941029.html Why No One's Going Into Accounting - WSJ           https://www.wsj.com/lifestyle/careers/accounting-salary-cpa-shortage-dec2caa2 IRS slashes PTIN fees       https://www.accountingtoday.com/news/irs-slashes-ptin-fees New National Research on CPA Pipeline Challenges Underway      https://www.cpapracticeadvisor.com/2023/10/05/new-national-research-on-cpa-pipeline-challenges-underway/95453/ IRS contractor charged in leak of billionaire taxpayer infohttps://www.accountingtoday.com/news/irs-contractor-charged-in-leak-of-billionaire-taxpayer-info-to-news-outlets CPA Standoff: Financial transparency a key issue in national ...      https://www.canadian-accountant.com/content/profession/cpa-standoff-financial-transparency-dispute Anthony's Coal Fired Pizza and Wings removes AI ordering platform           https://www.pizzamarketplace.com/articles/anthonys-coal-fired-pizza-and-wings-removes-ai-ordering-platform/ FedNow Service Surpasses 100 Participants Since July Launch       https://www.pymnts.com/news/faster-payments/2023/fednow-service-surpasses-100-participants-since-july-launch/ 2024 Public Accounting Starting Salary Numbers Are In   https://www.goingconcern.com/2024-public-accounting-starting-salary-numbers-are-in/ Clorox Experiences Significant Financial Loss Stemming From Recent Cyber Attack               https://blog.knowbe4.com/clorox-cyber-attack-financial-loss CPA Pipeline Research Survey      https://intraprise.qualtrics.com/jfe/form/SV_cUSqP1Kalfh58ZE?Source=PRMK 2024 Salary Guide | Robert Half https://www.roberthalf.com/us/en/insights/salary-guide CPA Standoff: Unique regulatory status of CPA Quebec complicates accounting rift              https://www.canadian-accountant.com/content/profession/cpa-standoff-ontario-governance-dispute CPA standoff: Ontario government sticks to sidelines in governance dispute           https://www.canadian-accountant.com/content/profession/cpa-standoff-ontario-governance-dispute Message from Jerilyn Dressler re: accounting profs lacking real world experience  https://mail.google.com/mail/u/0/#inbox/FMfcgzGtxTBWVtqNtvTshjnDnxjTvHJM Trump business fraud trial continues with accountant testimony on 4th day | PBS NewsHour         https://www.pbs.org/newshour/amp/politics/trump-business-fraud-trial-continues-with-accountant-testimony-on-4th-day MGM Resorts Refused to Pay Ransom in Cyberattack on Casinos - WSJ     https://www.wsj.com/tech/cybersecurity/mgm-resorts-refused-to-pay-ransom-in-cyberattack-on-casinos-3a53fa6d?st=36ug7ecd0g4b0jw&reflink=article_copyURL_share Why No One's Going Into Accounting - WSJ           https://www.wsj.com/lifestyle/careers/accounting-salary-cpa-shortage-dec2caa2?st=oefhxkj9cccegz7&reflink=article_copyURL_share New National Research on CPA Pipeline Challenges Underway - CPA Practice Advisor          https://www.cpapracticeadvisor.com/2023/10/05/new-national-research-on-cpa-pipeline-challenges-underway/95453/ Not having a House Speaker is threatening tax and other key areas | Accounting Today     https://www.accountingtoday.com/articles/not-having-a-house-speaker-is-threatening-tax-and-other-key-areas Zoom AI Companion       https://click.zoom.us/e/84442/ign-aicompanionpaid-zcid-13740/c57lg8/5011214560?h=3QFIwWrjLnzoizu3UjHPldpZxIIke3dKP8BHtKL9QSo WATCH: Clip of Don Jr.'s deposition in NY civil fraud case.                https://x.com/thebeatwithari/status/1708983890600198372?s=12 AutoGen - Microsoft steps into the AI AGENTS arena - YouTube    https://www.youtube.com/watch?v=zdcCD--IieY Binance, the World's Biggest Crypto Firm, Is Melting Down - WSJ https://www.wsj.com/finance/currencies/the-worlds-biggest-crypto-firm-is-melting-down-338b8e17 LIVE Assisted Bookkeeping for $50/month            https://x.com/love2travel/status/1704553402393403648?s=12 If You Resold Taylor Swift Tickets, the IRS Is Watching       https://gizmodo.com/irs-begins-taxing-concert-ticket-resale-taylor-swift-1850865265 Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://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/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts YouTube: https://www.youtube.com/@TheAccountingPodcast Spotify: http://cloudacctpod.link/Spotify Podchaser: http://cloudacctpod.link/podchaser Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast Classifieds Forwardly - https://www.forwardly.com/Royalwise - https://royalwise.com/FutureFirm - https://www.futurefirmaccelerate.com/capClassifiedsWant 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

Looking for the best cities to launch your accounting career? This top 10 countdown will highlight the metro areas with the highest demand, abundant jobs, and the most competitive salaries for accountants. Forbes Advisor compiled this list. See the full list here: https://www.forbes.com/advisor/education/top-cities-for-accountants/ Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpe Get in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on Apple Podcasts, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail; we'll play it on the show. DIAL (202) 695-1040 Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merch Subscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast YouTube: https://www.youtube.com/c/CloudAccountingPodcast 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? Why not let the listeners of The Accounting Podcast know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Accounting has long been viewed as a stable career, but in recent years, droves of accountants have been leaving the profession. Blake Oliver dives into a recent Wall Street Journal article highlighting the factors driving experienced accountants away, from burnout and boredom to the threat of automation.Show NotesJob Security Isn't Enough to Keep Many Accountants From Quittinghttps://www.wsj.com/articles/accounting-quit-job-security-675fc28f Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpe Get in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merch Subscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast YouTube: https://www.youtube.com/c/CloudAccountingPodcast  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? Why not let The Accounting Podcast listeners know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

The government shutdown threat looms as Congress scrambles to pass funding bills. The IRS previously said it could stay open during a shutdown by relying on Inflation Reduction Act funds. But now the agency says those funds can't sustain operations. According to its union, the IRS is preparing for furloughs and partial closures if a shutdown hits. This reversal surprised IRS employees and could spell delays for taxpayers and CPAs.Show NotesIRS plans possible furloughs in case of shutdownhttps://www.accountingtoday.com/news/irs-plans-possible-furloughs-in-case-of-a-government-shutdownIRS to ‘partially close' if government shutdown happens, reversing earlier plans, union sayshttps://federalnewsnetwork.com/government-shutdown/2023/09/irs-to-partially-close-if-government-shutdown-happens-reversing-earlier-plans-union-says/Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook, and if you like what you hear, please do us a favor and write a review on iTunes or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website: accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast YouTube: https://www.youtube.com/c/CloudAccountingPodcast 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? Why not let The Cloud Accounting Podcast listeners know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Change drives growth, but at the cost of comfort. Today, we dive into the ways to foster positive change in our business, company culture and life with change management expert Will Hill. Will works a lot with professional service companies like accounting firms, but the principle of change management and change communication are universally applicable and often overlooked in business.   Will is the founder and owner of Will Hill Consults, LLC; a coaching and consulting firm serving the tax and accounting profession. He spends the majority of his time with firm leaders working at the intersection of people and process. Through his 22+ years in the profession Will has taught countless classes on firm management, change management, and advisory services. His consulting and training travels have taken him to over 400 firm offices to work directly with firm owners and their team members.   Known for his combination of creativity and practicality, Will brings his passion to each article, webinar, podcast or coaching engagement he embarks upon. In 2021 Will was named by Accounting Today in their “Top 100 Most Influential People in Accounting” list. Will has also twice been recognized by the CPA Practice Advisor in the “Under 40” lists (sadly, no longer eligible for any ‘Under 40' awards).   Connect with Guest: Website: www.willhillconsults.com LinkedIn: https://www.linkedin.com/in/wghill/   What you'll hear in this episode: [3:34] What is change management? [9:08] How knowing your current state will help get you to the future state of where you want to be? [10:55] What are some ways to drive the best results? [16:23] Why it is important to look at what problems do you want to solve. [22:39] Managing perceptions of different priorities in your team. [27:20] Best ways to communicate change and bring your team on board with the change.       If you like this episode, check out: Creating a Conscious Public Relations Strategy with Melissa Vela-Williamson Building a Business Around Your Life's Mission with Andrew Anderson The Two Best Ways to Gain Clarity on Your Next Steps   Want to learn more so you can earn more? Business Financial Quickstarter: https://www.keepwhatyouearn.com/bfq Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

The IRS has announced an immediate moratorium on new Employee Retention Tax Credit claims through the end of the year amidst a surge of questionable submissions. Tune in for details on the ERC crackdown, including new criminal probes, longer processing times, and options for withdrawing improper claims.Show NotesEmployee Retention Credit Eligibility Checklist: Help understanding this complex credithttps://www.irs.gov/newsroom/employee-retention-credit-eligibility-checklist-help-understanding-this-complex-creditRed flags for Employee Retention Credit claims; IRS reminds businesses to watch out for warning signs of aggressive promotion that can mislead people into making improper ERC claimshttps://www.irs.gov/newsroom/red-flags-for-employee-retention-credit-claims-irs-reminds-businesses-to-watch-out-for-warning-signs-of-aggressive-promotion-that-can-mislead-people-into-making-improper-erc-claimsNeed CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook, and if you like what you hear, please do us a favor and write a review on iTunes or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website: accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast YouTube: https://www.youtube.com/c/CloudAccountingPodcast 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? Why not let The Cloud Accounting Podcast listeners know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the CEO, Keynote Speaker & Consultant of The B3 Method Institute, Amy Vetter.Amy Vetter is a unique blend of a CPA, yoga instructor, and technologist. She leverages this diverse background to help individuals and businesses find balance and bliss. During our conversation, Amy emphasized the importance of self-awareness and the need for moments of stillness and silence.She believes we can optimize our productivity and overall well-being by disconnecting from our fast-paced, left-brain-dominated world and tuning into our intuition. This approach is about taking drastic changes over time.Instead, Amy encourages individuals to start small with intentional habits, such as focusing on breathing and taking moments to reset the central nervous system.Amy acknowledges that everyone's journey to mindfulness is unique. It takes time for individuals to be ready to embrace mindfulness practices. She also recognizes the stress experienced by professionals, particularly CPAs and entrepreneurs.To address this, she developed a methodology outlined in her book "Business Balance and Bliss." This methodology focuses on understanding stressors and using mindfulness and collaboration techniques to create bliss and maintain happiness.Amy also emphasizes the need for self-awareness and intentional thoughts to shape our perception and reality. She offers resources such as books, webinars, and consulting services to help individuals and organizations achieve work-life harmony. She aims to transform workplaces into destinations where employees are happy and fulfilled.Key Points from the Episode:Amy Vetter's work and role as CEO of the B3 Method InstituteImportance of incorporating mindfulness into leadership and work-life harmonyAmy's background as a CPA, yoga instructor, and technologistNeed for self-awareness and moments of stillness and silenceDisconnecting from the frenetic left brain and listening to intuitionStarting small with intentional habits and focusing on breathAcknowledging that everyone's journey is unique and takes timeAmy's methodology outlined in her book "Business Balance and Bliss"Using mindfulness and collaboration techniques to create bliss and maintain happinessAbout Amy Vetter:Amy Vetter, CPA, CITP, CGMA, MBA, and Certified Speaking Professional (CSP), is a highly accomplished CEO, keynote speaker, consultant, and author. She is the creator of the B3 Method® for Business, Balance & Bliss, which has empowered countless individuals across various industries and career levels to reach their full potential in work and life.As a prominent figure in the accounting and finance profession, Amy has been recognized as one of the "Most Powerful Women in Accounting" by the AICPA and CPA Practice Advisor and a Top 100 Most Influential Person by Accounting Today. She contributes her expertise to publications like AICPA's Journal of Accountancy, Accounting Today, CPA Practice Advisor, Inc.com, and Entrepreneur.com.Amy's diverse background, including an MBA and entrepreneurial experience, has made her a skilled C-suite executive and corporate board member. She is well-versed in cloud technology, business transformation, and go-to-market strategies for scaling businesses nationally and internationally.Through her books, "

Blake and David delve into the use of AI in detecting plagiarism in students' papers and its implications for the ongoing debate on AI's impact on employment. They also shed light on the increasing cost of audits and the alarming decline in audit quality. Shifting the focus to remote work, they analyze a study's findings on productivity and emphasize the importance of considering the nature of the work. The conversation takes a concerning turn as they address the shortage of accounting staff and the urgent need to address overwork and its detrimental effects. The episode wraps up with an intriguing discussion on the IRS's transition to paperless operations and recent incidents involving lost tax information. As a bonus, they share amusing anecdotes of fraudsters and a heartwarming story of an accountant being inducted into a water ski hall of fame.SponsorsLiveFlow - http://accountingpodcast.promo/liveflowZoho - http://accountingpodcast.promo/zohoSouth Carolina Association of CPAs (SCACPA) - http://accountingpodcast.promo/SCACPAChapters (00:04) - Preview: Where did Hunter Biden's income come from? (00:59) - Welcome to the show and a few quick AI stories (04:49) - Leaders split on whether AI will reduce or expand headcount (06:44) - The price of audits has doubled over the last 20 years (12:54) - Remote workers are less productive? (21:02) - The cost of forcing employees back to the office (29:07) - Less than 1% of accounting firms can find enough staff (34:58) - EY Oceania survey shows problems with work hours and culture at firm (40:12) - The IRS is going paperless? (45:37) - The IRS is losing track of tax info during shipments (47:05) - Some new details on the Hunter Biden story (48:58) - Tax preparer arrested after seeking over $124 million in phony tax credits (51:56) - A Chinese accountant stole the equivalent of $677,000 USD in an attempt to keep her boyfriend (54:30) - Blake reads some listener mail on ways to get the extra 30 hours required for a CPA license, and if getting a CPA license is the right choice (01:00:14) - How to reach David and Blake and subscribe to us on YouTube Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeShow NotesIRS loses track of tax info during shipments between processing centers | Accounting Todayhttps://www.accountingtoday.com/news/irs-loses-track-of-tax-info-during-shipments-between-processing-centers Leaders split on whether AI will reduce or expand headcount | Accounting Todayhttps://www.accountingtoday.com/news/leaders-split-on-whether-ai-will-reduce-or-expand-headcount Hunter Biden plea deal outlines tax and accounting problems | Accounting Todayhttps://www.accountingtoday.com/articles/hunter-biden-plea-deal-outlines-tax-and-accounting-problems Less than 1% of accounting firms can find enough staff | Accounting Todayhttps://www.accountingtoday.com/news/less-than-1-of-accounting-firms-can-find-enough-staff IRS will finally let most Americans file taxes online next yearhttps://www.theverge.com/2023/8/3/23818531/irs-paperless-tax-filings-2024 Audit fees triple in 20 years | Accounting Today  https://www.accountingtoday.com/news/audit-fees-triple-in-20-years We're now finding out the damaging results of the mandated return to the office–and it's worse than we thoughthttps://fortune.com/2023/08/01/research-damaging-results-mandated-return-to-office-worse-than-we-thought-rto-remote-work-careers-leadership-gleb-tsipursky/ Students can use AI on applications, Arizona State law school says | Reutershttps://www.reuters.com/legal/transactional/students-can-use-ai-applications-arizona-state-law-school-says-2023-07-28/ EY Finally Admits It Has Some Serious Culture and Overwork Problems After Someone Died at the Officehttps://www.goingconcern.com/ey-finally-admits-it-has-some-serious-culture-and-overwork-problems-after-someone-died-at-the-office/ JPMorgan CEO Jamie Dimon chides managers who work from home: ‘I don't know how you can be a leader and not be completely accessible to your people'     https://finance.yahoo.com/news/jpmorgan-ceo-jamie-dimon-chides-184750015.htmlGet in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast YouTube: https://www.youtube.com/c/CloudAccountingPodcast ClassifiedsFinDaily - https://findaily.io/ Forwardly - https://www.forwardly.com/Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd The full transcript for this episode is available by clicking on the Transcript tab at the top of this page