Follow the journey of Keeley Favoino, CPA, from her background in accounting at various organizations, including EY, Starbucks, OfferUp, and Farmer's Fridge, before joining Foxtrot, a modern corner store concept. Foxtrot's accounting department was initially focused on bookkeeping, but as the company grew, so did the need for a more robust accounting system. Keeley led the transformation from cash basis accounting to GAAP financials using QuickBooks Online, creating streamlined processes and...

Blake Oliver is joined by Katherine Studley and Jim Swiech, the founders of Prisma Tax Group. Katherine and Jim specialize in helping OnlyFans creators and sex workers with their accounting and tax needs. They discuss the unique challenges facing these clients, as well as the common misconceptions and stereotypes surrounding the industry. Katherine shares how she built her business through TikTok and Instagram, and Jim explains how their pricing structure and hiring practices have contributed...

In this episode of the Earmark Accounting Podcast, Blake talks with Stacey Feldman, CPA, about her experiences in the world of CPG and accounting at PopSockets. They look at the challenges of scaling a startup, from tracking components in a supply chain to accounting for inventory costs. Stacey also reveals insights around simplifying supply and the importance of real-time data for accurate accounting. Sponsor Check out our Sponsor LiveFlow — Advanced Financial Reporting on Autopilot Sign up...

Ariel Menche recounts his FP&A journey - from his tenure with KPMG and the WWE, to FP&A consulting to startups. His strategic financial advisory story highlights valuable FP&A lessons, including insights about data's impact on a CFO's role and establishing best practices for financial model development. Sponsor Check our Sponsor LiveFlow — Advanced Financial Reporting on Autopilot Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE...

In this episode, Blake and Ron Baker discuss the subscription economy. They delve into the origins of the terminology and how CPAs and accountants can provide more value to their clients by prioritizing relationships over services. This is a must-listen for anyone interested in the subscription industry, which is projected to surpass $1 trillion by 2025. Many thanks to our sponsor, Anchor!To learn more about Anchor, visit https://earmarkcpe.promo/anchor Sign up to get free CPE for listening...

We’re talking to Chase Birky, CEO and co-founder of Dark Horse CPAs, a non-traditional CPA firm. Learn the advantages and challenges of being a CPA firm, the importance of creating a positive work environment for staff, and the need for the accounting profession to attract and retain more young talent. Tune in to hear insights into alternative paths for CPAs and how the industry can work towards creating a more sustainable and fulfilling workplace culture. Many thanks to our sponsor,...

Many thanks to our sponsor, LiveFlow!To learn more about LiveFlow, visit https://earmarkcpe.promo/liveflow Tim Petrey shares his journey from starting as a receptionist to becoming a partner in his CPA firm and founder of a payroll service. He discusses how his firm, HD Davis CPAs, evolved from a tax business to a full-service advisory firm and how they acquired small practices to grow. Tim also emphasizes the importance of adopting technology to streamline processes. Tune in to hear more...

Blake Oliver is joined by Ben Sutton, the founder of Mazuma. Mazuma offers core monthly bookkeeping services, reconciliations, basic financials, and tax returns for a flat fee of $180 per month. Ben believes small businesses need services traditional accounting firms don't provide, and he wanted to give them the support they need. He found it possible to offer bookkeeping services at a low cost, as long as the scope of services and what clients can and cannot do is carefully limited. Many...

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/liveflow Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE...

Michael Ly, founder and CEO of Reconciled, shares his advice for accountants, CPAs, and fellow entrepreneurs who are interested in purchasing a firm, based on his own experience as a buyer in three deals so far.

Sandra York, CPA, burned out as a senior manager at a Top 100 accounting firm and set out on her own. Learn how she built a thriving bookkeeping and tax business on Instagram in 11 months while spending zero dollars on advertising.

Learn how Michael Alliman of Alliman Business Group has built a profitable and sustainable bookkeeping business at a starting price of just $179 per month.

Félix Latour of Le Contrôleur runs an outsourced accounting operation that provides a team approach to controllership with robust internal controls using the latest cloud accounting technology.

Argel Sabillo, CPA, left Deloitte to start his own accounting and tax firm, hiring offshore staff from the start. He shares mistakes, best practices, and secrets learned over four years as he grew the offshore team to 15.

Graham Stanton ran accounting and finance at Peloton. He hired the first CFO, oversaw a troubled ERP implementation, and resolved to someday make it possible for every QuickBooks company to avoid a costly ERP implementation.

New client onboarding is one of the most challenging and painful aspects of running an accounting firm. But it’s also a significant opportunity to set yourself up for success. It sets the tone for the entire relationship. Grab a coffee and join us to learn how to automate your client onboarding process to save time and create happier clients. We’re not looking to add new apps to your tech stack. You’ll learn to streamline your existing processes using the latest no-code technology.

Why do so many accounting firms fail to grow effectively? One common reason is that owners struggle to maintain the high quality their clients expect as they delegate work to staff. Learn simple steps you can take to implement Quality Management in your organization. You'll free up your own time so you can stop worrying so much about current client work and focus on prospects and growth.

Peter Wen, CPA gives an overview of the tax software market for accounting firms. Learn about the offerings from the Big Four vendors in tax (Drake, Intuit, Thomson Reuters, and Wolters Kluwer), who these products are for, and how to plug the productivity gap between accounting and tax.

As one of the first CPA "firm administrators," Rita Keller grew an accounting practice from 11 people to a regional firm with over 125 people across three offices. Learn the number one thing holding back firms from growth, why hiring a Chief Operating Officer is essential, and why the partner model often fails to deliver results (and how to fix it).

Learn how to build a productive and profitable sales tax practice for your accounting firm from Brittany Brown and Kexin Smith of LedgerGurus.

Today we're talking to Eric Fraint, the founder and President of Your Part-Time Controller, LLC - a top 100 Accounting Firm! Eric shares why he started his firm, the move of his employees to remote work, and how he has been so successful running a non-traditional accounting firm.

Today, we're talking about scaling startup finance with David Wieseneck, VP Finance at Demostack. David divulges why he avoided ERP as long as he possibly could. Then, we move on to examining his strategy around using tools and add-ons to create an effective finance tech stack. David shares his opinion on tech tools like ApprovalMax, Xero, Bill.com, and more, and what works best for scaling the finance department.

We're continuing the Path to Advisory series and now moving on to tax. Today, I'm joined by Jorge Olavarrieta, Intuit's VP of Product Management and Design, and Minal Babaria, CPA, CTC, CEO and founder of KB Tax Deviser CPAs to talk about Intuit's white paper, aptly called "The Path to Advisory." In addition, we'll take a look at types of tax advice, focusing on a niche, and empowering employees, and much more.

Geni Whitehouse teaches us why communication matters and how to adjust our communication to different personality profiles so that accountants can become more effective advisors to our clients.

Brandon Hall built a marketing funnel that gets his firm 400 inbound inquiries per month translating to 30-40 new tax planning clients. He also manages his 33-person firm without timesheets. Learn what he looks at instead of hours to manage scope creep and incentivize his team.