This show is brought to you by Earmark, your source for podcast-based continuing education for accounting and tax professionals. You can earn CPE by listening to the episodes on this podcast and more! Sign up for our mobile app to earn free CPE whenever you want, wherever you go. Learn more at https://earmarkcpe.com.
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Earmark LLC Podcasts
The Accounting Podcast (formerly the Cloud Accounting Podcast) is the world's #1 accounting, bookkeeping, and tax podcast! Join us weekly for a roundup of accounting news, analysis, and interviews. Plus, earn free NASBA-approved CPE credits for listening with the Earmark app. Learn more at https://earmarkcpe.com.
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"Oh My Fraud" is a podcast where the true crime is shocking, gruesome, heinous, but with way fewer dead bodies. Hosted by Caleb Newquist, each episode explores fraud cases from petty swindles to corporate conspiracies, examining the people involved, their motives, methods, and how they spent the loot before it all came to a spectacular, inevitable end.
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Join Isaac Heller as he meets with leaders in the accounting technology space to discuss how AI and automation are transforming the accounting industry, how technology has evolved, and how AI can help accountants work more efficiently. You’ll also learn how accountants can embrace innovations to improve their careers and lives and get forward-thinking perspectives on where the accounting profession is headed when it comes to new technologies and AI!
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Welcome to Ethics that doesn't suck! CPA and comedian Greg Kyte teams up with MBA and comedian Adam Broud to discuss the intricacies of behavioral ethics — sociological nudges that prime people to behave more ethically or less ethically. During their lively conversations, they draw on research from psychology and economics. And they do all of this while getting progressively more and more drunk over the course of each hour-long episode.
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If you want to build an accounting or bookkeeping firm that gives you joy, you need to stop, and focus. Learn strategies and best practices for practice management and earn FREE CPE while you're at it!
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Welcome to Ethics that doesn't suck! CPA and comedian Greg Kyte teams up with MBA and comedian Adam Broud to discuss the intricacies of behavioral ethics — sociological nudges that prime people to behave more ethically or less ethically. During their lively conversations, they draw on research from psychology and economics.
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Billy DeClercq, Esq. - a real lawyer - invites comedians and improvisers to discuss real legal cases and concepts. He helps them dissect the case, then they throw it in the improv blender to create comedic magic in completely original scenes. Then, Billy throws off his gloves and goes for the jugular by asking heavyweight questions to find out what makes his guests tick.
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Welcome to Best Metrics, where we dive deep into how industry experts evaluate financial statements and the key metrics they use to help their clients improve. Each episode, host Glenn Dunlap sits down with leading professionals to discuss their analytical approaches, the insights they uncover, and practical advice you can apply to your own practice.
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Finance professionals are often forced to be the bad guy, which can lead to some uncomfortable conversations with employees about business purchases. On this show, we sit down with finance leaders to discuss their most awkward conversations, and what they’ve learned throughout their careers.
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Avalara brings you a podcast by accountants for accountants. Hear from some of the biggest thought leaders in the industry on the current and future state of accounting, as well as lessons they've learned along the way.
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By seeing what's in front of you and thinking about what can't be seen, one constantly weighs opportunity and risk in alignment with values, beliefs, objectives, and constraints. Crisis occurs when bad things happen to the unprepared. Preparation requires thought, decision, and action. Every moment is a choice and an action. Be deliberate. Avoid crisis. Listen to Avoid Crisis. Disclaimer Avoid Crisis Inc., Allen Plyler, and / or Reynaldo Arellano are not giving to any listener or listeners a ...
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Accounting Firm Revenues, Profits, Compensation Rise
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1:00:16Are accounting firms quietly having their best year ever? Blake and David break down why revenues and partner comp are rising—despite AI anxiety—and what it means for pricing and staffing. They unpack Gusto Money’s Melio-powered bill pay, Relay’s $1B milestone, Drake’s new workflow, and AI tools that actually help (note-takers, agents, research). P…
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The Price of Loyalty: Insights with Kim Sutherland of LexisNexis Risk Solutions
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1:04:40Kim Sutherland has 14 different email addresses. She doesn’t suggest you do the same, but she does think a lot about fraud in her job as the Global Head of Fraud & Identity at LexisNexis Risk Solutions. As a follow-up to the last episode, Caleb and Kim discuss the various dimensions and the growing prevalence of reward point / loyalty fraud. Sponso…
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The HIRE Act Would Tax Firms 25% for Offshore Labor
1:10:19
1:10:19
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1:10:19Blake and David examine several major developments affecting the accounting profession, including the proposed HIRE Act that would impose a 25% excise tax on offshore labor payments to accounting firms. They also look at how AI is transforming hiring practices at major firms like PwC, which is cutting graduate recruitment due to advancing technolog…
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Stop Being the Bottleneck: The Six-Part Delegation Playbook for Accounting Firms
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53:06Still running every meeting and answering every Slack ping? Blake Oliver talks with Chase Damiano of Human at Scale about escaping founder bottlenecks. Learn a six-part delegation framework (responsibility, purpose, success, process, resources, decisions), turn 1:1s into leadership labs, build a team responsibility inventory and a delegation roadma…
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Who Gets No Tax on Tips, Why Firms Struggle With Tech, Xero Updates
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1:24:09Are AI “super agents” like Xero’s Jax actually useful—or just shiny chatbots? Blake and David unpack Xerocon announcements, why embedded agents lack context, smarter way to automate bank feeds with rules, the leaked “no tax on tips” job list and planning opportunities, IRS staffing whiplash, plus what billion‑dollar AI pledges from big firms really…
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Points Taken | Reward Programs Fraud Takes Off
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48:26Rewarding customer loyalty is probably as old as commerce. These days, consumers accumulate hundreds, thousands, sometimes even millions of points that can be used to acquire everything from their favorite drink, to airline tickets, or simply pay a balance on a credit card. The fact that these rewards have an intrinsic value is something many easil…
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Excel Gets AI, FP&A Pros Under Threat, QBO AI Feeds Blowback
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55:04
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55:04Are AI bank feeds helping—or just creating more work? Blake and David unpack Intuit’s missteps, why “use AI to make the rules” matters, and how a no‑code agent now posts multi‑line bills to Xero. They demo Excel’s new "copilot()" function, share how FP&A roles are shifting, and hit headlines from Barstool’s lawsuit to tariffs and Gusto’s Guideline …
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Breaking the "We've Always Done It This Way" Cycle
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59:04Why do so many accounting firms struggle to bridge the gap between their stated values and actual workplace culture? In this episode, Blake Oliver sits down with Erin Daiber, founder of Well Balanced Accountants, to explore how firms can move beyond culture theory to real operational change. You'll discover why "we've always done it this way" think…
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AI Shakes Up Big Four Accounting Job Market
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1:26:28Can AI agents actually reduce your workload—or just add hype? Blake demos how he rebuilt bill-entry “Hubdoc-style” in about an hour with Zapier Agents, then maps out why most AI pilots fail without documented workflows and human approvals. Plus: PwC’s plan to hire one-third fewer grads, juniors supervising AI, HMRC scanning social posts for tax gap…
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Following her sudden resignation, the longtime treasurer of a small Arizona county faces questions about her time in office. Sponsors Routable - http://ohmyfraud.promo/routable (00:00) - An Unexpected Resignation (01:07) - Welcome to Oh My Fraud (03:23) - Listener Mail and Fraud Discussion (08:23) - Santa Cruz County Background (09:50) - Liz Gut Fa…
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Step into the future of audit with Trullion and Inflo as we explore how cloud-based technology is reshaping audit processes and redefining collaboration between auditors and clients. This session will highlight how innovative tools are accelerating audit workflows, increasing accuracy, and empowering firms to adapt to today’s digital-first expectat…
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Can ChatGPT Agent Mode Reconcile My Checking Account?
1:14:26
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1:14:26Can an AI reconcile your books while you sleep? Blake and David run a live experiment with ChatGPT-5’s Agent Mode in Xero—watching it match transactions, stumble on prepayments, and reveal what’s realistically automatable today. They also break down a flood of app news: Dext's bill pay, Ramp’s mega raise, Thomson Reuters and Deloitte’s agentic AI, …
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GPT-5 Launch & Charting Fail, Crazy $$$ Going Into AI Accounting Tech
1:15:37
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1:15:37Blake and David discuss how both AICPA and NASBA have officially endorsed a 120-hour CPA licensure pathway in the ninth edition of the Uniform Accountancy Act, validating Blake's long-standing advocacy against the 150-hour requirement. They also examine Baker Tilly's policy, which requires CPAs to remove their designations from email signatures and…
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Meet the Fraud Victim-Turned-Vigilante
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1:26:50When Johnathan Walton learned that his best friend had conned him out of nearly $100,000, his first instinct was a little unusual—he told anyone who would listen about what happened. The story that ensued consumed his life for several years, ultimately sending his career in unexpected directions, with a hit podcast, assisting other victims with the…
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The Small-Business Economy in 2025: What Your Clients Need to Know
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52:02What should you tell clients when tariffs increase and hiring slows? Blake Oliver discusses with Gusto senior economist Nicholas Tremper the effects on small businesses of high tariffs, reduced job growth, and a tighter labor market influenced by immigration policy. Find out how advising on cash flow and employee benefits can help your clients iden…
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Who's Most Likely to Quit Your Firm? & Higher Wages, Fewer Jobs
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1:12:44
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1:12:44What happens when the traditional path from college to accounting career gets disrupted by AI and automation? This week, Blake and David explore who's most likely to quit accounting firms (hint: it's the middle managers), why wages are rising while jobs disappear, and how one college is revolutionizing accounting education. You'll discover which em…
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Colbert's Losing P&L, Impending AI Fraud Crisis, House Holds FASB Hostage
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1:04:17What happens when politicians threaten to cut funding from accounting standard-setters unless they eliminate specific rules? Blake and David explore unprecedented political interference in FASB and PCAOB operations, plus the IRS facing a 23% budget cut despite Trump's push for more customer service staff. They unpack Sam Altman's warning about AI b…
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Meet the Podcaster Who Spills the Corporate Tea
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1:14:04Caleb knew that if he could get Becca Platsky, the co-host of the Corporate Gossip Podcast, to come on Oh My Fraud, that they would have a lot to talk about. Becca and Caleb learn that they are kindred spirits, discussing their experiences not only as scorned CPAs, but as earnest gossip merchants. Sponsors Routable - http://ohmyfraud.promo/routable…
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Why Every Accountant Needs to Become Visible (Or Risk Being Invisible)
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53:25Mike Manalac shares his journey from Big Four audit to Fortune 5 companies like Walmart and Google, revealing how he built an authentic personal brand through hand-drawn accounting cartoons and thoughtful LinkedIn content. He argues that as AI commoditizes technical accounting knowledge, professionals must develop human skills like creativity, lead…
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The Auditability Problem That's Breaking Accounting AI
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55:04
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55:04Please note: This episode was recorded before changes were made to the Big Beautiful Bill, which eliminated the removal of the PCAOB. What happens when AI agents start doing your journal entries and reconciliations? Mike Whitmire, founder and CEO of Floqast, explains why accounting AI is fundamentally different from other business applications—and …
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The $2T Stablecoin Opportunity for CPAs & Agentic AI in the Browser
1:22:12
1:22:12
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1:22:12What happens when a $2 trillion cryptocurrency market suddenly requires monthly audits? Blake and David break down the Genius Act, the new federal stablecoin legislation that just created a massive opportunity for auditors—but also potentially recreated the chaotic "wildcat banking" era of the 1800s. You'll learn why every stablecoin issuer now nee…
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The Losers of AI & What CPAs Need to Know About OBBBA
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1:15:24
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1:15:24Why is AI failing at basic accounting tasks while claiming to outsmart PhD students? Blake and David dive into the stark reality of AI implementation in accounting, from Ramp's promising new expense management agents to QuickBooks' baffling suggestion to credit and debit the same account. You'll discover the critical security vulnerabilities in AI …
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Carlos Watson, a charismatic, fast-rising media figure, strives to build a new kind of digital media company. Sponsors Routable - http://ohmyfraud.promo/routable (00:00) - The Ozy Media Controversy Begins (04:51) - Carlos Watson's Early Life and Career (07:47) - The Birth of Ozy Media (08:51) - Challenges in Digital Media (16:47) - Ozy Media's Rise…
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When AI Decides Who Gets Promoted & Who's Going to Tax Prom?
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1:10:53
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1:10:53What happens when AI decides who gets promoted and who gets fired? Blake and David dive into the shocking reality that 60% of managers now use AI for HR decisions, with over 20% letting algorithms make final calls without human oversight. They explore a Stanford study revealing that tax preparers are the #1 profession seeking automation, but only f…
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From Homeless to $20 Billion Deals: An Accountant's Journey
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52:40What happens when a homeless 21-year-old musician transforms into a financial leader negotiating $20 billion deals at Google? Devon Coombs shares his remarkable journey from living in his car after his recording studio failed to becoming an ASC 606 revenue recognition expert who helped shape multibillion-dollar cloud contracts. You'll discover how …
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Xero Buys Melio, QuickBooks AI Agents Are Here, More Big Four Cheating
1:20:23
1:20:23
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1:20:23What happens when AI agents promise to transform accounting but create more cognitive burden than productivity gains? Blake and David explore the reality behind the AI agent hype as QuickBooks, Digits, and Big Four firms launch their "digital teammates." They also dig into Xero's massive $2.5 billion acquisition of Melio and what it means for the p…
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