Earmark Podcast | Earn Free Accounting CPE

Blake Oliver, CPA
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Feb 15, 2023 • 53min

Why diverse accountants quit the profession according to the Illinois CPA Society

Half of accountants believe that diversity is important. Half do not. Meanwhile, efforts to increase diversity in accounting firms have had disappointing results. Todd Shapiro and Kari Natale of the Illinois CPA Society join to discuss why and what the profession should do about it.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 App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Preview: Coninue to talk about the diversity issues (00:51) - How to earn FREE CPE (01:13) - Overview of the diversity problem in the CPA profession (04:31) - Tell us about your internship program (09:59) - Why are accountants leaving the profession? (14:14) - Things firms can do to help these employees be better preprared (24:25) - Launching 2.0 version to ensure success once they are at a job (27:59) - 36% of accounting profession doesn't think DEI is important (31:55) - Organizations make better decisions when employees are diverse (40:58) - What can universities and schools do to prepare accounting majors better? (42:31) - What is it that alumni felt like they were unprepared to do? (44:55) - Should schools be teaching more soft skills (51:04) - Wrap up and where to reach Todd and Kari Show NotesAccountants and DEI: By the numbers | Accounting Todayhttps://www.accountingtoday.com/list/accountants-and-dei-by-the-numbersRead "A CPA Diversity Report: Uncovering the Barriers to Success"https://www.icpas.org/information/professional-issues/cpa-diversityConnect with Our GuestsTodd ShapiroLinkedIn: https://www.linkedin.com/in/todd-shapiro-536b6b1/Kari NataleLinkedIn: https://www.linkedin.com/in/karinatale/Learn more about the Illinois CPA Societyhttp://icpas.orgConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
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Jan 31, 2023 • 45min

How to buy an accounting firm with Michael Ly of Reconciled

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 Michael on LinkedIn: https://www.linkedin.com/in/michaelly/Learn more about Reconciled: https://reconciled.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
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Jan 6, 2023 • 1h

How to build a six-figure firm on Instagram with Sandra York

Thanks to our sponsor, Accountests for making this episode possible!To learn more about Accountests, visit: https://earmarkcpe.promo/accountestsSign 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, Sandra YorkLinkedIn: https://www.linkedin.com/in/sandra-york-551baa84/Follow Sandi on Instagram: https://www.instagram.com/fitmoneycoach/Learn more about Fit Money CoachWebsite: http://fitmoneycoach.comConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
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Dec 13, 2022 • 58min

Profitable bookkeeping for under $200 per month with Michael Alliman

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 Our Guest, Michael AllimanLinkedIn: https://www.linkedin.com/in/michaelalliman/Learn more about Michael's firm: https://www.allimanbusinessgroup.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
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Dec 6, 2022 • 1h 2min

Outsourced controllership with team & technology featuring Félix Latour of Le Contrôleur

Thank you to our sponsor, ApprovalMax! To learn more about ApprovalMax, visit: https://earmarkcpe.promo/approvalmaxSign 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 Felix:LinkedIn: https://www.linkedin.com/in/f%C3%A9lix-latour-781291a4/Learn about Le Controleur:https://www.controleur.ca/Apps Felix highlighted in the episode:ApprovalMax: https://www.approvalmax.com/Front: https://front.com/Fathom: https://www.fathomhq.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
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Nov 25, 2022 • 1h 2min

Building an offshore team in the Philippines: From 0 to 15 staff in 4 years with Argel Sabillo

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 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, Argel Sabillo, CPALinkedIn: https://www.linkedin.com/in/argelsabillocpa/Learn more about DTLA CPAWebsite: http://dtlacpa.comVisit heyApril: https://heyapril.io/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
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Nov 17, 2022 • 1h 3min

Why Peloton co-founder Graham Stanton wants you to IPO on QuickBooks

Thanks to our sponsor, Avise!https://earmarkcpe.promo/aviseSign 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 Graham StantonLinkedIn: https://www.linkedin.com/in/grahamstanton/Learn more about Avise: https://avise.comConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
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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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