Best Delegate CFO Podcasts (2026)

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Excel and AI: Code Your Way to Hours Back Every Week 59:56

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24d ago59:56

59:56

You open Excel daily, but are you using AI to make it work for you? While 58% of professionals have tried AI, only 17% use it regularly—a missed opportunity. Join CPA Kyle Ashcraft in this hands-on webinar to learn vibe coding—a no-programming approach using Cursor AI to automate repetitive Excel tasks. Watch Kyle transform messy spreadsheets, orga…

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Auditing at the Speed of Risk with Richard Chambers 54:38

2M ago54:38

54:38

Are you auditing at the speed of risk? Richard Chambers—50-year internal audit veteran and AuditBoard advisor—joins Blake to map the path forward. Hear why AI now ranks as risk #1, how to build continuous risk monitoring, and what “independence, not isolation” means for the three-lines model. Learn where CAEs should start with AI (risk assessment, …

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The Future of Advisory: Unlocking Your Firm’s CFO Potential 28:03

3M ago28:03

28:03

Live from Boston on the final stop of the Advisory Amplified tour, Blake sits down with James Erving from Fathom and Chris Macksey from Prix Fixe Accounting to explore what advisory services really mean beyond bookkeeping and compliance. Chris shares how his firm requires advisory for all restaurant clients, using industry expertise and operational…

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Leading with Empathy: Building Teams That Thrive 31:49

3M ago31:49

31:49

On the fifth stop of the Advisory Amplified tour in Atlanta, Blake sits down with Lisa Gilreath of Acuity and Valerie Heckman of OnPay to discuss what empathetic leadership actually looks like in an industry notorious for long hours and tight deadlines. The conversation covers everything from recognizing when team members are struggling to handling…

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Banking on Change: How Renegade Firms Redefine Success 33:21

3M ago33:21

33:21

Live from Austin on the Advisory Amplified tour, Blake sits down with Madeline Reeves of Fearless Foundry and Wesley McDonald of Relay to explore what it truly means to be a renegade in accounting: firms that lead clients to somewhere new rather than settle for "the way things have always been done." The conversation explores why top firms aren't a…

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Unlocking Capacity: The Workflow Revolution 31:09

3M ago31:09

31:09

Blake sits down with Mary Delaney, CEO of Karbon, and Kenji Kuramoto, co-founder of Acuity, to explore how standardizing workflows can unlock growth without sacrificing the artistry of advisory work. They discuss Karbon's acquisition of Aider, the power of time studies to identify automation opportunities, and why getting senior advisors to embrace…

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Pricing For Profit: Unlocking Your Firm’s True Value 27:00

3M ago27:00

27:00

Most accounting firms are dramatically underpricing their services, but the fear of losing clients keeps them stuck. Marie Greene and Ryan Embry join Blake for a live conversation in LA about spotting underpricing, having the repricing conversation, and why your worst clients are often the most price-insensitive. Plus, a live role-play demonstratio…

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Burning It Down To Build Better: How Community Is Key To Battling Burnout 30:58

3M ago30:58

30:58

Recorded live in Seattle at the first stop of the Advisory Amplified tour, Blake sits down with Madeline Reeves (Fearless Foundry) and Lynette O'Connell (Burnout Bestie) to discuss the hard truths about burnout in accounting. Madeline shares how losing half her agency's revenue in 30 days forced her to stop trying to be likable and start building t…

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From Rules to Agents: Accounting’s Next Workflow 53:48

4M ago53:48

53:48

Can an AI‑native general ledger really automate the monthly close without losing control? Blake talks with Digits CEO Jeff Seibert about an “autonomous GL” built on a vector graph model, AI agents that research unknown transactions and auto‑reconcile to pixel‑matched statements, and human‑in‑the‑loop safeguards. Learn where Digits fits best today, …

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Stop Being the Bottleneck: The Six-Part Delegation Playbook for Accounting Firms 53:06

4M ago53:06

53:06

Still 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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Breaking the "We've Always Done It This Way" Cycle 59:04

5M ago59:04

59:04

Why 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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The Small-Business Economy in 2025: What Your Clients Need to Know 52:02

5M ago52:02

52:02

What 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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The Auditability Problem That's Breaking Accounting AI 55:04

6M ago55:04

55:04

Please 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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From Homeless to $20 Billion Deals: An Accountant's Journey 52:40

6M ago52:40

52:40

What 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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The Employee Benefits Advisory Opportunity: Why Small Businesses Need Your Help 50:22

7M ago50:22

50:22

Small businesses offering 401(k) plans see 40% lower employee turnover in the first year, yet only 10% receive benefits guidance from their accountants. Justin Kurn explains how Dark Horse CPAs identifies the right triggers, such as growing staff or high turnover, to initiate benefits conversations. Meanwhile, Julia Miller from Gusto breaks down ho…

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Why Historical Cost Accounting Is Broken (And What Could Fix It) 50:30

7M ago50:30

50:30

What if the foundation of financial accounting is fundamentally flawed? Tom Selling, author of The Accounting Onion blog, argues that historical cost accounting creates a "truth in labeling problem" that allows management to manipulate earnings while failing to capture economic reality. Through compelling examples from oil and gas, pharmaceuticals,…

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The $400 Million Question: Should Congress Eliminate the PCAOB? 50:13

7M ago50:13

50:13

What happens when Congress votes to eliminate the watchdog that's overseen public company audits for two decades? In this episode, Blake Oliver sits down with three leading accounting academics—Maureen McNichols from Stanford, Nemit Shroff from MIT, and Daniel Aobdia from Penn State—to examine the research behind the PCAOB's effectiveness and what …

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Why CPAs Must Be 2.7x More Productive by 2035 (And How to Get There) 51:22

8M ago51:22

51:22

What if private equity could transform accounting firms without sacrificing their independence? David Wurtzbacher, founder of Ascend, shares how his "anti-rollup" model allows firms to maintain their identities while accessing enterprise-level resources. Discover why transitioning firm leaders from client work to true CEO roles unlocks explosive gr…

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Beyond the Purchase: The Make-or-Break Integration Phase of Firm Acquisitions 48:35

8M ago48:35

48:35

What happens after the ink dries on an accounting firm acquisition? Michael Ly and Ashley Rhoden reveal why many buyers overinvest in the purchase but underinvest in the crucial integration phase. Drawing from their hard-won experiences—both successful and unsuccessful—they walk through how to develop a comprehensive 100-day integration plan that b…

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Military Precision: How Veterans Can Solve the Accounting Talent Crisis 47:25

9M ago47:25

47:25

What if the solution to accounting's talent shortage has been hiding in plain sight? In this episode, Navy veteran Mark Steinhoff reveals how the precision required to maintain life support systems on submarines directly translates to accounting excellence. Having managed critical oxygen systems hundreds of feet underwater, Mark now applies that sa…

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Behind the Numbers: The Truth About PCAOB Deficiency Rates 55:10

10M ago55:10

55:10

What if the numbers we use to measure audit quality are fundamentally flawed? PCAOB Board Member Christina Ho reveals why the headline-grabbing 46% deficiency rate in public company audits deserves serious scrutiny. In this candid conversation, Ho explains why smaller audit firms face disproportionate regulatory burdens, how the PCAOB's inspection …

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How to Use AI to Analyze Data and Draft Financial Reports in Minutes 48:21

10M ago48:21

48:21

In this episode, Blake Oliver interviews Nicolas Boucher, one of LinkedIn's top finance thought leaders, who demonstrates how AI tools like ChatGPT and Python can dramatically accelerate financial data analysis and reporting while maintaining confidentiality. Nicolas shows how finance professionals can create instant analyses and dashboards, integr…

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The Future of CPA Licensure: How Evolving Rules Could Impact Your Career 58:55

10M ago58:55

58:55

Join leaders from the Illinois, New York, California, Texas, Florida, and Pennsylvania state CPA societies as they explore recent and proposed CPA licensure changes. Discover the latest state-by-state updates, timelines, and resources you need to stay on track. We address the 150-hour rule, potential alternative pathways, and practical mobility and…

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Beyond the Tax Hacks: Why Implementation Trumps Theory with Jasmine DiLucci 51:22

11M ago51:22

51:22

Ever wondered why there's so much questionable tax advice circulating on social media? In this eye-opening episode, Blake Oliver sits down with Jasmine DiLucci, a rare triple-threat professional - attorney, CPA, and enrolled agent with nearly 500,000 YouTube subscribers. Jasmine pulls back the curtain on why tax misinformation spreads like wildfire…

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How CPAs Are Securing the Future of Digital Assets 53:55

1y ago53:55

53:55

Noah Buxton, CEO of The Network Firm, returns to continue the conversation on the evolving world of digital assets. Blake and Noah examine how digital assets have expanded beyond cryptocurrencies to include tokenized real-world assets like real estate and commodities. Noah explains how blockchain technology could revolutionize asset trading and own…

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Bitcoin: Prudent Investment or Pricey Gamble? 57:20

1y ago57:20

57:20

Blake challenges guest Noah D. Buxton, Co-Founder and CEO of The Network Firm, to make the case for Bitcoin’s lasting value. They explore the nature of money, the complexities of digital scarcity, the inevitability of tokenized real-world assets, and the forces driving institutional interest in cryptocurrency. This candid exchange offers insights i…

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Work Less, Earn More: Transforming Accounting into a Rewarding Career 1:04:02

1y ago1:04:02

1:04:02

Join Blake Oliver as he interviews Yuri Kapilovich, a CPA who's cracked the code on balancing work and life in accounting. Discover how Yuri maintains a thriving practice while working just 10-15 hours per week outside tax season and a maximum of 40 hours during crunch time. Learn actionable strategies for setting the right fees, optimizing workflo…

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Building a $200K Accounting Firm in Just 15 Hours a Week 1:03:23

1y ago1:03:23

1:03:23

Erica Goode, CPA, reveals how she built a thriving $200K accounting firm working just 15 hours a week. Discover the power of niching, efficient processes, and work-life balance in this candid discussion. Erica will share her journey from corporate burnout to entrepreneurial success, offering practical insights on pricing strategies, time management…

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Beyond Partnerships: Revolutionizing CPA Firms for the Modern Era 55:39

1y ago55:39

55:39

Join Ryan Spohn, CFO of Sikich, and host Blake Oliver to explore how modern CPA firms are revolutionizing the industry by abandoning the traditional partnership model. Discover innovative strategies for attracting and retaining top talent, including Sikich's alternative practice structure and novel performance metrics. Learn how firms shift from "t…

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From SoCal to Tokyo: One CPA's Journey in International Tax 58:46

1+ y ago58:46

58:46

Join Blake Oliver for an interview with Eric Azevedo, a California CPA who has set up his own international tax practice in rural Japan. Discover how Eric leveraged his Japanese language skills to break into Tokyo's accounting scene and the unique challenges he faced. We'll delve into the complexities of international taxation, U.S. expat issues, a…

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Integrating Wealth Management with Accounting Services 1:03:12

1+ y ago1:03:12

1:03:12

Join Blake Oliver as he interviews Kyle Walters, CPA firm partner and wealth manager at Atlas Wealth Advisors. Despite not being a CPA himself, Kyle brings a fresh perspective to the accounting world. We'll explore: - The benefits of integrating wealth management and accounting services - How non-traditional backgrounds can lead to innovative appro…

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Successfully Selling Your CAS Practice: Lessons from Industry Experts 1:00:47

1+ y ago1:00:47

1:00:47

Join Blake Oliver for a conversation with Lynnette Oss Connell and Craig Connell as they share their real-life journey of selling their Client Accounting Services (CAS) firm to a larger regional CPA firm. This webinar will explore the complexities and challenges of transitioning a boutique practice into a larger organization. Gain valuable insights…

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The Savannah Bananas' Playbook for Unconventional Business Growth 1:03:21

1+ y ago1:03:21

1:03:21

Blake Oliver interviews Savannah Bananas CFO Tim Naddy to learn unconventional strategies for explosive business growth. Discover how this innovative sports entertainment team achieved a million-fan waitlist and sold out over 200 consecutive games. Tim will share insights on creating innovative revenue streams, developing fan-centric KPIs to drive …

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How Taxes Shape Our Economy and Lives 55:54

1+ y ago55:54

55:54

Join Blake Oliver, CPA, and Scott Hodge, President Emeritus and Senior Policy Advisor at the Tax Foundation, for an engaging and insightful webinar that delves into the complexities of tax policy as discussed in Scott's new book, "Taxocracy." Discover how tax policies impact everyday expenses like housing, healthcare, and education, and learn surpr…

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Our Favorite Government Frauds: An Interview with the Hosts of "Oh My Fraud" 59:43

1+ y ago59:43

59:43

Greg Kyte and Caleb Newquist of the Oh My Fraud podcast share their favorite government fraud cases they've covered on the Oh My Fraud podcast, including Rita Crundwell's $53 million municipal fraud in Dixon, Illinois, and Claudia Viles' $500,000 tax-collector fraud in Anson, Maine. They also examine the "Fat Leonard" Navy contracting fraud, Eddie …

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Practical Strategies for Recruiting and Retaining Top Talent in Accounting 1:04:21

1+ y ago1:04:21

1:04:21

Explore cutting-edge hiring solutions for accountancy firms with Robin Thieme, CEO and founder of KBS CFO, and industry expert Blake Oliver. Learn how work simulations provide a "try before you buy" approach, ensuring a better fit for the firm and the candidate. Discover the benefits of apprenticeship programs, which KBS CFO has successfully implem…

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The Art of Challenging Property Tax Assessments 45:51

1+ y ago45:51

45:51

Blake discusses the intricacies of property tax assessments and appeals with Josh Malancuk, President and Founder of JM Tax Advocates. Josh explains how his firm helps businesses minimize their property tax liabilities by providing a more accurate market value for their properties, which often differs from the assessor's valuation. He walks through…

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Achieving Work-Life Harmony in Accounting with The 3.3 Rule 48:08

1+ y ago48:08

48:08

John Briggs, founder of Incite Tax and author of "The 3.3 Rule" joins Blake to explain his approach to ending burnout in accounting while increasing productivity, which involves working for up to three hours followed by a 30% recovery period. They explore how this method can double productivity compared to the traditional 8-hour workday, and John p…

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Building a Modern CPA Firm: A Revolutionary Approach with Alan Whitman 1:04:18

1+ y ago1:04:18

1:04:18

Kick-start a new era in accountancy with Alan Whitman, the former CEO of Baker Tilly US. Using his invaluable experience as a CEO for nearly 8 years, Alan will share novel insights on transforming traditional CPA firms into modern, sustainable, and innovative powerhouses. This session delves into people development, strategic growth, service models…

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How to Sell Your Accounting Firm 57:28

1+ y ago57:28

57:28

Thinking of selling your practice? Join us as serial acquirer Michael Ly shares an insider’s guide to preparing, pricing & selling your accounting firm. Learn how to value your firm for maximum sale price, find the right buyer, negotiate win-wins, protect clients through transition, and structure creative deals - whether nearing retirement or just …

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The 5 Apps You Need In Your Accounting Firm 56:58

1+ y ago56:58

56:58

In an era where the right software can make or break your accounting firm, choosing the right apps is essential. In this webinar, Blake Oliver, CPA, draws on his experience as a firm founder to guide you through the essential software that will streamline your operations, upgrade your client experience, and drive future growth. This session is desi…

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Navigating the Identity Crisis in the CPA Profession 1:00:10

1+ y ago1:00:10

1:00:10

The CPA profession faces an identity crisis, with challenges in the candidate pipeline, non-attest services' role, and CPE's effectiveness. This webinar explores the impact of the fifth-year requirement, the value of consulting services, the need for engaging CPE, and the use of the CPA designation in non-traditional roles. Join our expert panel as…

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Making Audit Matter Again: The Future of Assurance 54:40

2y ago54:40

54:40

Audit is at a crossroads. Commoditization and compliance mentalities have diminished its value. Now, auditors face an existential crisis. How can assurance stay relevant? Join Alan Anderson and Blake Oliver as they tackle pressing questions on audit's failure to innovate and chart a new direction focused on value-added assurance. You’ll get a dynam…

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How Expat Clients Can Legally Slash Their Tax Bill 54:53

2y ago54:53

54:53

Do you have clients living or working abroad who could save big on their taxes? In this episode, expat tax specialist Vincenzo Villamena outlines creative strategies US citizens overseas can use to legally reduce their tax burden. Learn how your expat clients can exclude $120,000 in foreign earned income, set up offshore corporate structures to cut…

1
Hollywood Accounting: A CPA's Journey Into Entertainment 59:44

2y ago59:44

59:44

Blake’s conversation with Kendale King, CPA, gives an insider’s view into the intriguing world of entertainment finance. Kendale shares his transition from Big Four auditor to accounting for multi-million dollar studio deals. You’ll see a new side of accounting blending creativity with business strategy. Gain insight into entertainment studios’ com…

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The Rule of 40: Achieving Profitable Growth in the SaaS Industry 16:30

2y ago16:30

16:30

Today's episode we're going to discuss the Rule of 40 - a powerful metric for evaluation the Health of a SaaS company. Links and Resources: Delegate CFO Blog MRRBy hovlandforensic

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The Future of QuickBooks 58:43

2y ago58:43

58:43

(Originally recorded on February 15, 2024 on Earmark Webinars+) Hector and Blake recount a brief history of QuickBooks Desktop vs QuickBooks Online through the end of 2023, the state of Intuit’s current offers and posturing in the market, and where they think QuickBooks is moving into for 2024 and beyond. Chapters (01:11) - Hector's Journey: From T…

1
How AI is Transforming and Disrupting Audit 56:50

2y ago56:50

56:50

Rob Valdez joins Blake to discuss how artificial intelligence and generative chatbots like ChatGPT could automate routine audit tasks. They also explore the potential to train staff more effectively, save significant time on substantive testing, draft higher quality work, and some challenges around adopting these tools, such as security fears, poor…

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Solving Accounts Payable Pain Points with MakersHub 48:49

2y ago48:49

48:49

Phong Ngo and Charley Howe join Blake to discuss how their accounts payable automation software is helping small and mid-sized manufacturers, construction companies, and other businesses capture detailed invoice data to enable precise job costing and reporting without expensive ERP implementations. Learn how starting with solving the accounts payab…

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From Public Accounting to Tech Unicorn IPOs With Brandt Kucharski 1:02:46

2y ago1:02:46

1:02:46

Blake chats with Brandt Kucharski, former chief accounting officer at GrubHub and current CAO at Ethos Life, about his career journey from public accounting to leading startups through IPOs. They discuss Brandt's pivotal role in taking GrubHub public as one of the first "unicorn" startups, the process of scaling accounting teams and controls, nonpr…