Best Delegate CFO Podcasts (2025)

1
The Future of Advisory: Unlocking Your Firm’s CFO Potential 28:03

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15d ago28:03

28:03

Live from Boston on the final stop of the Advisory Amplified tour, Blake sits down with James Irving from Fathom and Chris Macksey from Prefix 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 me…

1
Leading with Empathy: Building Teams That Thrive 31:49

16d 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

22d 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…

1
Unlocking Capacity: The Workflow Revolution 31:09

23d 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

29d 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…

1
Burning It Down To Build Better: How Community Is Key To Battling Burnout 30:58

1M 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

1M 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, …

1
Stop Being the Bottleneck: The Six-Part Delegation Playbook for Accounting Firms 53:06

2M 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…

1
Breaking the "We've Always Done It This Way" Cycle 59:04

2M 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

3M 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…

1
The Auditability Problem That's Breaking Accounting AI 55:04

3M 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

4M 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 …

1
The Employee Benefits Advisory Opportunity: Why Small Businesses Need Your Help 50:22

4M 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

4M 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

5M 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 …

1
Why CPAs Must Be 2.7x More Productive by 2035 (And How to Get There) 51:22

5M 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

6M 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…

1
Military Precision: How Veterans Can Solve the Accounting Talent Crisis 47:25

7M 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

7M 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 …

1
How to Use AI to Analyze Data and Draft Financial Reports in Minutes 48:21

8M 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

8M 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…

1
Beyond the Tax Hacks: Why Implementation Trumps Theory with Jasmine DiLucci 51:22

8M 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…

1
How CPAs Are Securing the Future of Digital Assets 53:55

10M 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

10M 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

11M 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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Top 3 Reasons Why Your Business Needs a Functional Website | EP 75 8:44

12M ago8:44

8:44

Is your website working for your business—or against it? In today's digital age, having a functional website is no longer optional. It's a powerful tool that builds credibility, saves time, and gives you a competitive edge. In this episode of How To Build A Team, I'm breaking down the top three reasons why every business needs a functional website …

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3 Essential Tips for Maximizing Your Google My Business Profile | EP 74 11:27

12M ago11:27

11:27

In today's episode, we're diving into why Google My Business (GMB) is a powerful yet underutilized tool for local visibility, especially for CPAs, professional service providers, and food and beverage businesses. If you're looking to reach more clients or customers locally, a well-optimized GMB profile can help you stand out in search results and a…

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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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How CPAs Can Manage Compliance and Deadlines Without Sacrificing Growth | EP73 7:33

1y ago7:33

7:33

In today's episode, we're diving into a topic that's all too familiar for CPAs and professional service providers: balancing compliance deadlines with the need to grow your firm. If you've ever felt overwhelmed by regulations and time-sensitive tasks, this episode is for you. I'll be sharing my top 3 strategies to help you stop stressing over compl…

1
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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When Fear of Losing Your Business Takes Over: Is It Time to Get Help? | EP72 6:33

1y ago6:33

6:33

In this episode of How to Build a Team, I dive into a challenge many business owners face: the fear of losing your business because you're stretched too thin and feel like you can't afford help. It's an overwhelming feeling, but the truth is, you don't need a huge budget to get the support you need. Whether you're struggling to keep up with the day…

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How Do You Know If Your Marketing Is Actually Working? | EP71 5:58

1y ago5:58

5:58

Marketing can feel like a black hole sometimes — you're doing all the things, but how do you know if it's truly moving the needle? In this episode, we dive into the question that every business owner asks at some point: Is my marketing actually working? If you've ever felt lost or unsure about whether your marketing efforts are delivering real resu…

1
From SoCal to Tokyo: One CPA's Journey in International Tax 58:46

1y 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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Stop Doing It All – Unlock Growth by Delegating Effectively in Your Business | EP70 6:13

1y ago6:13

6:13

As a business owner, it's easy to feel like you need to manage every single task yourself. From answering emails to overseeing social media posts, it can seem like doing everything is the only way to keep things running smoothly. But the reality is that trying to handle it all alone leads to burnout, inefficiency, and slows down your business growt…

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Conquer Overwhelm with Smart Delegation: 3 Essential Tips for Gaining Time Freedom in Your Business | EP69 12:47

1y ago12:47

12:47

In this episode of How to Build a Team, Pam Monteith dives into a topic that every business owner can relate to: overwhelm. Whether you're feeling like you're drowning in tasks or struggling to let go of control, this episode is for you! Pam shares three actionable strategies to help you overcome overwhelm through the power of delegation and smart …

1
Integrating Wealth Management with Accounting Services 1:03:12

1y 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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Hiring the Best Person vs. Hiring the Right Person: 3 Key Tips for Business Owners | EP68 7:47

1y ago7:47

7:47

In today's episode, we're talking about a critical decision every business owner has to make: hiring the best person for the job vs. hiring the right person for the job. While many business owners get caught up in credentials and experience, the truth is, the best person on paper isn't always the right fit for your business. I'll be sharing my top …

1
Top 3 Tasks Business Owners Should Never Outsource | EP67 6:20

1y ago6:20

6:20

In this episode of How to Build a Team, Pam Monteith discusses the top 3 critical tasks that business owners should never outsource. If you're scaling your business or thinking about delegating responsibilities, this episode is a must-listen. Pam breaks down why you need to retain control of your vision and strategy, brand identity and messaging, a…

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

1y 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…

1
Working In vs. On Your Business: The Key to Sustainable Growth and Avoiding Burnout | EP66 6:25

1y ago6:25

6:25

In this episode of How To Build A Team, we tackle a critical question for every business owner: Are you working in your business or on your business? Understanding the difference between these two approaches can be the deciding factor between burnout and sustainable growth. Join Pam Monteith as we explore: What it means to work in your business Wha…

1
Are Likes Misleading You? The Truth About Content Effectiveness and Why Visibility Matters | Ep 65 12:31

1y ago12:31

12:31

In this episode, Pam explores a common misconception among business owners: Are likes and comments a true indicator of content effectiveness? She shares a real-life example of a prospect client who finds her LinkedIn content valuable but never engages with it publicly. This leads to an important conversation about focusing on the right metrics to m…

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

1y 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 …

1
Why Some Businesses Thrive While Others Fail: The Untold Story Behind Successful Marketing | EP 64 7:57

1y ago7:57

7:57

In this episode, Pam dives into the challenges that business owners face when their marketing is working, but growth seems stalled. She shares real-life examples of two clients—both startups, both with physical products, and both following the same marketing strategy—with completely different outcomes. The key? Execution, adaptability, and support.…

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Unlocking Success: Marketing Lessons from Apple for Small Businesses | EP 63 6:19

1y ago6:19

6:19

In this episode, we're diving into the powerful marketing lessons we can learn from one of the world's most successful companies—Apple. While Apple may be a global tech giant, its core marketing principles are highly applicable to small businesses. In this episode, you'll learn: The Importance of Simplicity: How keeping your marketing message simpl…

1
How Taxes Shape Our Economy and Lives 55:54

1y 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…

1
Why You Can't Afford to Stop Marketing After Growth | Ep 62 5:57

1y ago5:57

5:57

In today's episode, we explore a crucial question for every growing business: "Will you stop marketing when you achieve growth?" We'll dive into why it's essential to continue marketing efforts even after hitting your growth milestones and how a Fractional COO can play a pivotal role in sustaining and scaling your marketing strategies.. Key Takeawa…

1
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 …

1
Why Marketing Should Be One of Your Top 3 Priorities | Ep 61 8:49

1+ y ago8:49

8:49

In this episode of "How To Build A Team," we delve into why marketing should be a top priority for every business owner. Alongside building systems and processes and creating a strong team, strategic marketing is essential for business growth and sustainability. Discover why cutting marketing expenses can be detrimental and learn actionable tips to…

1
How to Prioritize Your Digital Marketing Efforts | EP 60 5:48

1+ y ago5:48

5:48

Description: In this episode, I provide a clear and actionable guide on how to prioritize your digital marketing efforts. Whether you're new to digital marketing or handling it yourself, these tips will help you focus on what really matters. Key Points: Identify Your Goals: Determine whether you want to increase brand awareness, generate leads, or …

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Time-Saving Digital Marketing Tips | EP 59 5:07

1+ y ago5:07

5:07

Description: In this episode, we share three essential time-saving tips for digital marketing. Whether you're a solopreneur or running a small team, these strategies will help you streamline your marketing efforts and maximize your impact. Key Points: Schedule Your Posts in Advance: Use tools like Buffer or Hootsuite to batch content creation and m…