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Earmark Podcast | Earn Free Accounting CPE

Latest episodes

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Nov 7, 2022 • 54min

Keep calm & automate your client onboarding with Korey Cournoyer of GrowthLab Financial

Many thanks to our sponsor, LiveFlow!To learn more about LiveFlow, visit https://earmarkcpe.promo/liveflowSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Korey CournoyerLinkedIn: https://www.linkedin.com/in/koreycournoyer/Learn more about GrowthLab FinancialWebsite: http://growthlabfinancial.comConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
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Oct 21, 2022 • 54min

Quality Management: The secret to a scalable accounting practice with John Rea and Rachel Fisch

Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our GuestsJohn ReaLinkedIn: https://www.linkedin.com/in/john-rea-04553013/Twitter: https://mobile.twitter.com/johnrea88Learn how Scrutinize helps accounting and bookkeeping firms close client books faster and more accurately: https://www.scrutinize.io/Rachel FischLinkedIn: https://www.linkedin.com/in/rachelfisch/Twitter: https://twitter.com/FischbooksLearn more about RealtyTax: https://realtytax.ca/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
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Oct 11, 2022 • 46min

Why is tax software stuck in the stone age? Peter Wen of Tallyfor has the answer

Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Peter WenLinkedIn: https://www.linkedin.com/in/peterwen/Learn more about Tallyforhttp://tallyfor.comConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
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Sep 24, 2022 • 1h 5min

If you want to grow, you need a COO according to Rita Keller of Keller Advisors

This episode is sponsored by Jirav. Learn more at jirav.com/earmarkSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with RitaLinkedIn: https://www.linkedin.com/in/cpamanagement/Website: https://ritakeller.com/Learn more Keller Advisors, LLCKeller Advisors, LLC: https://www.facebook.com/CPAmanagementConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
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Sep 7, 2022 • 53min

Developing a cutting edge sales tax practice for e-commerce with LedgerGurus

Thanks to Our Sponsors!Accountests: https://www.accountests.com/Dark Horse CPAs: https://abetterway.cpa/Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our GuestsBrittany Brown: https://www.linkedin.com/in/brittany-brown-b8324812/Kexin Smith: https://www.linkedin.com/in/kexin-smith-15891526/Learn more about LedgerGurushttps://ledgergurus.com/about/LedgerGurus Universityhttps://ledgergurus.thinkific.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
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Jul 30, 2022 • 1h 4min

Your future may be Your Part-Time Controller — with founder Eric Fraint

Thanks to our Sponsors:Accountests: https://www.accountests.com/ Dark Horse CPAs: https://abetterway.cpa/Sign up to get free CPE for listening to this podcast:https://earmarkcpe.comDownload the Earmark CPE App:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with our guest :  Eric Fraint - President and Founder of Your Part-Time Controller, LLC LinkedIn : https://www.linkedin.com/in/yourparttimecontroller/Learn more about Your Part-Time Controller :https://www.yptc.com/ Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
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Jul 11, 2022 • 51min

Scaling startup finance with David Wieseneck, VP Finance @ Demostack

Many thanks to our sponsor, ApprovalMax, for making this episode possible! To learn more about ApprovalMax, please visit their website: https://www.approvalmax.com/Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, David Wieseneck, VP Finance, DemostackLinkedIn: https://www.linkedin.com/in/davidwieseneck/Twitter: https://twitter.com/daveweezLearn more about Demostackhttps://www.demostack.com/aboutConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
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Jun 13, 2022 • 48min

The path towards advisory in tax with Jorge Olavarrieta and Minal Babaria

Thanks to our Sponsor!Accountests: https://www.accountests.com/Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appIntuit's The Path to Advisory white paper https://proconnect.intuit.com/taxprocenter/practice-management/the-path-to-advisory-now-available-for-download/Connect with Our GuestsJorge Olavarrieta, VP of Product Management and Design at Intuit https://www.linkedin.com/in/jolavarrieta/Learn more about Intuithttps://www.intuit.com/Minal Babaria, CPA, CTC, CEO and Founder of KB Tax Deviser CPAshttps://www.linkedin.com/in/minal-babaria/Learn more about KB Tax Deviser CPAshttps://www.kbtaxdevisers.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
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May 10, 2022 • 58min

How to communicate financial information to normal people with Geni Whitehouse

SponsorsBooksTime: https://www.bookstime.com/accountantsAccountests: https://www.accountests.com/ Use code "Earmark50" to receive 50% off any of their testsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appPresentation slides:https://earmarkcpe.com/wp-content/uploads/2022/05/Communicating-Financial-Results-to-Normal-People.pdfConnect with Our Guest, Geni WhitehouseLinkedIn: https://www.linkedin.com/in/evenanerdTwitter: https://twitter.com/evenanerdLearn more about Geni's work: Official website for Impactful Advisor: https://theimpactfuladvisor.com/ Official website for Even a Nerd Can Be Heard: http://www.evenanerd.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
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Apr 30, 2022 • 59min

Real talk with "The Real Estate CPA," Brandon Hall of Hall CPA PLLC

Thank you to our sponsorsAccountests: https://www.accountests.comBooksTime: https://www.bookstime.com/accountantsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Brandon HallLinkedIn: https://www.linkedin.com/in/brandonhallcpa/Learn more about Hall CPA PLLCCompany website: https://www.therealestatecpa.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

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