A practical podcast series that transforms audit professionals from checkbox practitioners into strategic advisors. Each episode tackles a specific audit challenge—from risk assessment mistakes to client management—providing actionable solutions through real-world examples and practical frameworks. Learn to deliver higher-quality audits in less time while avoiding the most common pitfalls that plague the profession.
…
continue reading
Earmark Media 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.
…
continue reading
A podcast for accountants that takes a 360 degree holistic approach to your success, which includes physical, mental, and financial wellbeing. Heidi Henderson interviews guests who face accounting industry and client challenges every day. Together, we'll find tools and resources to overcome those difficult challenges.
…
continue reading
She Counts brings together respected educators Nancy McClelland, CPA, and Questian Telka, EA, for candid conversations about what it’s really like to be a woman in accounting. Whether you’re in corporate, at a firm, or running your own show, this podcast offers a space to feel seen, heard, and understood. From taboo topics to everyday challenges, She Counts is more than a podcast—it’s a community where women in accounting, tax, and bookkeeping can come together and get real.
…
continue reading
CPAs, Enrolled Agents, and Tax Preparers can keep up-to-date with the latest federal tax information while earning NASBA approved CPE credits and IRS approved CE credits by listening to the bi-weekly Federal Tax Updates podcast. The hosts Roger Harris and Annie Schwab have over 75 years of tax experience between them, which has been featured in various media outlets including Wall Street Journal, USA Today, The Morning Business Report, Bloomberg Business News, and Accounting Today.
…
continue reading
Join Jeremy Wells, EA, CPA, as he breaks down the complexities of tax law into practical guidance you can apply immediately. Each episode focuses on a specific tax strategy, credit, or compliance issue that matters to tax professionals and business owners. Rather than theoretical discussions, Jeremy delivers actionable insights based on real-world scenarios and current tax regulations. Whether you're navigating Section 1031 exchanges, maximizing research credits, or helping clients with ener ...
…
continue reading
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!
…
continue reading
The Unofficial Sage Intacct Podcast is your inside track to the world of Sage Intacct and the broader accounting industry. Hosts Emily Madere, Doug Lewis, and Matt Lescault bring their unique perspectives and expertise to explore the latest trends, challenges, and opportunities in this rapidly evolving space. In each episode, the trio explores topics like the power of the Sage ecosystem, best practices for CAS, new Sage product features, and the impact of artificial intelligence. They'll be ...
…
continue reading
Stay up-to-date on the latest QuickBooks news, tips, and updates with Certified QuickBooks ProAdvisor Alicia Katz Pollock, MAT. Alicia and guests break down need-to-know QuickBooks information in a fun and engaging format. Learn about new product features, accounting technology trends, integration how-tos, and best practices for getting the most out of QuickBooks all while earning NASBA-approved CPE.
…
continue reading
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.
…
continue reading
Earmark On the Road takes you behind the scenes of the hottest conferences, meetings, industry events, and trade shows. Our dedicated hosts capture the energy right from the event floor, conducting interviews with influential leaders in the accounting industry, providing you with an exclusive glimpse into the most significant happenings in the accounting world. Stay tuned to discover what lies ahead for the accounting industry captains who are shaping the future.
…
continue reading
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.
…
continue reading
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 ...
…
continue reading
To CPA or NOT to CPA? Public vs Private? What if you could run an experiment? Take twins, with identical DNA, life experiences, education, GPAs, majors, internships, and careers as accountants. Then have twin A go private and have twin B become a CPA and go public. Follow Becky Steiger and Norma Steiger on their separate journeys in the private and public accounting worlds! Together they will compare and contrast their experiences and goals in the accounting profession.
…
continue reading
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.
…
continue reading
Heather Satterley and Brian Clare discuss the exciting world of Accounting Automation!
…
continue reading
Join Amanda Aguillard as she hosts Accounting Salon Conversations. She will interview the brightest minds in the accounting and bookkeeping industry.
…
continue reading
KCPW Public Radio 88.3 FM and 105.3 FM is Utah’s first and only 24-hour commercial-free news and information station. Owned by Wasatch Public Media, a Utah non-profit corporation, KCPW is a membership-supported community public radio station.
…
continue reading

1
Now You Know: September 2025 QuickBooks Updates
31:35
31:35
Play later
Play later
Lists
Like
Liked
31:35Sponsors MakersHub - https://uqb.promo/makershub Digits - https://uqb.promo/digits AFWA - https://uqb.promo/afwa Alicia breaks down the latest QuickBooks Online developments from Intuit's monthly "In the Know" webinar, including the long-awaited rollout of Business Network access for accounting firms and new bill payment approval workflows that giv…
…
continue reading

1
Accounting Firm Revenues, Profits, Compensation Rise
1:00:16
1:00:16
Play later
Play later
Lists
Like
Liked
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…
…
continue reading

1
Amplifying Women Who Count: The Wave of Women’s Conferences Shaping Accounting
1:00:15
1:00:15
Play later
Play later
Lists
Like
Liked
1:00:15Sponsors Forwardly - https://www.forwardly.com/shecounts Justine Lackey's The Incubator - https://justinelackey.com/register Keeper - https://keeper.app/shecounts/ Nancy and Questian sit down with three powerhouse conference organizers who are reshaping the accounting event landscape: Sharrin Fuller (AFWA Women Who Count), Erin Pohan (WAVE Conferen…
…
continue reading
Scott Hollrah, founder of Venn Technology, shares war stories from a decade in the Sage Intacct integration space, including the gaming company employee who quit mid-project due to spreadsheet burnout. The conversation covers when businesses outgrow packaged solutions like the Advanced CRM connector, how automation serves as an employee retention t…
…
continue reading

1
The HIRE Act Would Tax Firms 25% for Offshore Labor
1:10:19
1:10:19
Play later
Play later
Lists
Like
Liked
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…
…
continue reading

1
What’s a QSP and Why Should I Care?
1:09:11
1:09:11
Play later
Play later
Lists
Like
Liked
1:09:11Sponsors Digits - https://uqb.promo/digits Bluebook - https://uqb.promo/bluebook MakersHub - https://uqb.promo/makershub AFWA - https://uqb.promo/AFWA QuickBooks Solutions Providers (QSPs) offer ProAdvisors better pricing, ongoing residuals, and direct access to Intuit support teams compared to going direct. Panel guests Carrie Kahn, Jeff Siegel, a…
…
continue reading

1
Time Budget Blowouts and How to Prevent Them
43:16
43:16
Play later
Play later
Lists
Like
Liked
43:16Budget overruns plague audit engagements, often stemming from poor planning, unclear scope definition, and inadequate client management. Sam breaks down the financial and reputational damage of underbidding jobs and explains how firms can protect their margins through strategic scoping, proactive client communication, and realistic time allocation.…
…
continue reading

1
From Discovery to Deduction: Modern Theft Loss Rules Explained
1:04:28
1:04:28
Play later
Play later
Lists
Like
Liked
1:04:28Jeremy explores the complex world of theft loss deductions, examining how digital asset scams have renewed interest in these tax provisions under the Tax Cuts and Jobs Act. The episode breaks down the three key criteria for claiming theft losses, explains why timing of discovery matters more than when the theft occurred, and analyzes five modern sc…
…
continue reading

1
No Tax on Tips: Who Made the List and What It Means
56:59
56:59
Play later
Play later
Lists
Like
Liked
56:59Roger and Annie break down the preliminary list of occupations qualifying for tax-free tips, including some unexpected entries like plumbers and digital creators. They discuss the compliance headaches ahead with retroactive implementation but no updated forms until 2026. The conversation shifts to serious concerns about proposed IRS budget cuts and…
…
continue reading
Alicia takes a live, unscripted look at QuickBooks' brand new customer center and leads feature, currently in beta testing. She walks through the Gmail integration that automatically identifies potential leads from your email, explores the lead conversion pipeline from inquiry to close, and demonstrates the new post-invoice survey system that reque…
…
continue reading

1
Breaking Barriers in Trades with Hacia Atherton
49:05
49:05
Play later
Play later
Lists
Like
Liked
49:05What does it take to break barriers in a male-dominated industry? In this episode, Heidi Henderson sits down with Hacia Atherton, Australia’s first female CEO of a major plumbing company, to uncover how resilience, authenticity, and leadership are reshaping the future of the trades. Summary In this episode, Heidi Henderson interviews Hacia Atherton…
…
continue reading
Justine Lackey thought she wanted to build a million-dollar bookkeeping firm – until she recognized the roadmap to get there was literally causing her physical pain. She realized that chasing revenue without building systems creates a "runaway bus" business, and rebuilt her company to harness sustainable growth and serve clients better. She shares …
…
continue reading

1
Who Gets No Tax on Tips, Why Firms Struggle With Tech, Xero Updates
1:24:09
1:24:09
Play later
Play later
Lists
Like
Liked
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…
…
continue reading

1
MineralTree Partnership, AI Close Workspace & Enhanced Time Tracking
34:49
34:49
Play later
Play later
Lists
Like
Liked
34:49Karen Penhallegon returns to break down Sage Intacct's latest release notes, covering the game-changing MineralTree partnership that finally gives users an end-to-end AP solution and the new AI-powered close workspace for early adopters. The team dives into long-awaited customer ideas like enhanced time tracking with overtime rules and customizable…
…
continue reading

1
Ch-Ch-Ch-Changes: Navigating QuickBooks Online's New Interface
58:28
58:28
Play later
Play later
Lists
Like
Liked
58:28Alicia tackles the widespread frustration surrounding QuickBooks Online's interface overhaul, addressing why change disrupts productivity and offering concrete strategies for adaptation. She reveals newly discovered features like improved sales tax management, inventory valuation options, and enhanced task management tools while acknowledging legit…
…
continue reading

1
The Art of Audit Inquiries: Asking Better Questions
41:30
41:30
Play later
Play later
Lists
Like
Liked
41:30Most auditors know they need to ask questions, but few understand how to ask the right questions effectively. On this episode Sam breaks down why yes-or-no questions are dangerous, how to create an environment where clients feel comfortable sharing critical information, and the specific techniques that can turn a surface-level conversation into a r…
…
continue reading

1
Excel Gets AI, FP&A Pros Under Threat, QBO AI Feeds Blowback
55:04
55:04
Play later
Play later
Lists
Like
Liked
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 …
…
continue reading

1
When Disaster Strikes: Navigating Casualty Loss Deductions
1:00:58
1:00:58
Play later
Play later
Lists
Like
Liked
1:00:58Natural disasters, accidents, and sudden destructive events can create significant financial hardship, but the tax code provides some relief through casualty loss deductions. This episode breaks down the complex rules governing what qualifies as a deductible casualty loss, including the critical distinction between personal and business losses unde…
…
continue reading
Roger and Annie break down the aftermath of Commissioner Billy Long's abrupt departure to become Ambassador to Iceland, leaving Treasury Secretary Scott Bessent as acting commissioner amid widespread IRS staff cuts and uncertainty. They also explore the massive 900+ page "Big Beautiful Bill" (2025 Act), covering everything from permanent individual…
…
continue reading

1
August 2025 QuickBooks Online Updates: AI Agents, Customer Leads, and Text Message Payroll
1:01:57
1:01:57
Play later
Play later
Lists
Like
Liked
1:01:57Alicia and Matthew break down the latest QuickBooks Online updates from the August 2025 "In the Know" webinar, including significant improvements to Intuit Enterprise Suite with shared charts of accounts, dimensions, and automated multi-entity transactions. They explore the new AI agents for payments, customer leads, and the controversial payroll a…
…
continue reading

1
AI Shakes Up Big Four Accounting Job Market
1:26:28
1:26:28
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
The accounting profession starts with gender parity… but ends with a massive leadership gap – and the discrepancy has nothing to do with either talent or capability. This episode examines the structural issues that cause firms to lose women mid-career, from unconscious bias in performance reviews to assumptions about working mothers. Nancy and Ques…
…
continue reading
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…
…
continue reading
This bonus episode pulls back the curtain on how The Unofficial Sage Intacct Podcast came together and who the hosts really are beyond their professional roles. Doug, Emily, and Matt discuss what's going well and what's been challenging in 2025, reveal some unexpected personal hobbies and interests, and reflect on their mid-year wins and upcoming t…
…
continue reading
Even the most thorough audit work can fail if it's not properly documented. This episode breaks down why documentation is consistently the weakest link in audit files and how poor documentation can turn an excellent audit into a regulatory nightmare. Learn the essential elements of effective documentation, common pitfalls that waste reviewer time a…
…
continue reading
Accountants are increasingly becoming targets for cybercriminals seeking access to sensitive client data through compromised QuickBooks logins. This episode explores the evolving security landscape, from understanding how passkeys work to recognizing sophisticated email scams that can bypass traditional security measures. The discussion covers prac…
…
continue reading

1
Can ChatGPT Agent Mode Reconcile My Checking Account?
1:14:26
1:14:26
Play later
Play later
Lists
Like
Liked
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, …
…
continue reading

1
Section 121: The $500k Exclusion Explained
58:28
58:28
Play later
Play later
Lists
Like
Liked
58:28Jeremy breaks down the complex rules surrounding Section 121's capital gains exclusion for home sales, using the Weber v. Commissioner tax court case to illustrate how taxpayers can lose out on excluding up to $500,000 in gains. The episode covers the critical two-out-of-five year ownership and use tests, explains how rental conversions can disqual…
…
continue reading

1
Inside IRS Stakeholder Liaison: Your Direct Line to Tax Problem Resolution
57:41
57:41
Play later
Play later
Lists
Like
Liked
57:41Recorded live from the New Orleans Tax Forum, Roger and Annie sit down with Maggie Romaniello from IRS Stakeholder Liaison to discuss this often overlooked but crucial IRS department. Maggie explains how Stakeholder Liaison serves as an advocate for tax professionals and their clients, handling everything from systemic issues like erroneous extensi…
…
continue reading

1
Intuit Enterprise Suite Updates | Summer 2025
1:17:50
1:17:50
Play later
Play later
Lists
Like
Liked
1:17:50Hector Garcia returns to discuss Intuit Enterprise Suite's summer 2025 release, highlighting the incredible development speed while addressing ongoing pricing transparency issues and migration messaging problems. The discussion covers game-changing features like AI-powered contextual search, automated chart of accounts mapping across entities, dyna…
…
continue reading

1
GPT-5 Launch & Charting Fail, Crazy $$$ Going Into AI Accounting Tech
1:15:37
1:15:37
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
Dawn Brolin, CPA, CFE and author of "The Elevation of Empathy," shares her raw story of surviving a toxic partnership where she endured cruel comments about her weight and appearance, and how that shaped her perspective on leading with empathy. Through personal examples including her own leadership failures at work and lessons from her time as a so…
…
continue reading

1
How Bill is Redefining Financial Automation
44:53
44:53
Play later
Play later
Lists
Like
Liked
44:53Richard Corn, Director of Product Management at Bill, joins Doug and Emily to discuss how financial teams can break free from manual processes and embrace true automation. A former CPA turned product leader, Richard shares real-world transformation stories, including how Mark Cuban Companies eliminated their paper AP workflows, and explains why the…
…
continue reading

1
Better Security, Smarter Estimates, and Retroactive Payroll
16:44
16:44
Play later
Play later
Lists
Like
Liked
16:44Alicia breaks down the most significant QuickBooks Online updates from July 2025, including enhanced bill approval workflows in Bill Pay Elite to protect against fraudulent payments, a completely redesigned estimate-to-deposit system that properly handles liability accounting, and the long-awaited ability to correct paychecks in closed quarters. Sh…
…
continue reading

1
The Checklist Trap – Why Auditors Stop Thinking
42:08
42:08
Play later
Play later
Lists
Like
Liked
42:08Audit checklists are essential tools, but they can quickly transform from helpful guides into dangerous crutches that stifle critical thinking and mask serious deficiencies. Sam reveals how time pressures, inadequate budgets, and firm culture create environments where auditors blindly check boxes without truly understanding what they're testing, so…
…
continue reading

1
Repair vs. Improvement: When Can You Deduct It?
56:04
56:04
Play later
Play later
Lists
Like
Liked
56:04A rental property owner faces a $27,000 repair bill after a plumbing leak forces a complete bathroom renovation, water heater replacement, and structural repairs. Jeremy breaks down Treasury Decision 9636's framework for distinguishing between deductible repairs and capitalized improvements, using the three-part test of betterment, restoration, and…
…
continue reading