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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.
Latest episodes

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/

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/

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/

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/

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/

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/

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/

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/

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/

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/