How Accountants Can Profit From The Subscription Economy

Earmark Podcast | Earn Free Accounting CPE

Earmark Podcast | Earn Free Accounting CPE

Player FM - Internet Radio Done Right

تمت الإضافة منذ قبل three أعوام

المحتوى المقدم من Earmark LLC, Blake Oliver, and CPA. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Earmark LLC, Blake Oliver, and CPA أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

The So What from BCG

1
Re-Recruiting and Other New HR Strategies You Can’t Ignore 18:09

منذ 8 أيام18:09

التشغيل لاحقا

قوائم

إعجاب

احب

18:09

HR is no longer just about managing people—it’s about shaping the future of work. Jens Baier, BCG’s HR transformation expert, discusses how AI and shifting employee expectations are forcing companies to rethink talent strategies. From re-recruiting to upskilling employees, HR must adapt to a rapidly changing landscape. Learn More: Jens Baier: https://on.bcg.com/41ca7Gv BCG on People Strategy: https://on.bcg.com/3QtAjro Decoding Global Talent: https://on.bcg.com/4gUC4IT…

منذ عامين 1:07:56

MP3•منزل الحلقة

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 to this podcast

https://earmarkcpe.com

Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Chapters

(00:00) - Preview: A firm can't be everything to everyone
(01:16) - Earn Free CPE
(01:33) - Welcome Ron Baker to the show
(03:11) - What does "subscription economy" mean?
(04:33) - What does the subscription model look like for accounting firms?
(13:10) - If I'm not billing hourly, how do I make sure that my team doesn't get completely overwhelmed?
(16:41) - Why there is a shortage on accountants?
(26:39) - Power of different pricing models
(32:48) - Why don't accountants charge based on how many assets they manage?
(42:37) - What CPA firms do to impact people's lives
(45:28) - How accountants can approach thier clients in a different way
(51:21) - Amazon never would have happened if Jeff Bezos thought like an accounting firm
(57:24) - Accounting firms want to change but don't
(01:04:47) - What does the future of accounting look like?
(01:06:32) - How to contact Ron Baker

Connect with Our Guest, Ron Baker

LinkedIn: https://www.linkedin.com/in/ronbaker1/
Twitter: https://twitter.com/ronaldbaker

Learn more about Verasage

Website: http://verasage.com

Get Ron's book

"Time's Up!: The Subscription Business Model for Professional Firms": https://amzn.to/3y7Gfxb

Connect with Blake Oliver, CPA

LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/

87 حلقات

#Careers #Higher Education #Business #Podcasting Education #Earmark CPE #Blake Oliver #CPA #Accounting #Continuing Professional Education #CPE

Earmark Podcast | Earn Free Accounting CPE

How Accountants Can Profit From The Subscription Economy

Earmark Podcast | Earn Free Accounting CPE

published منذ عامين

MP3•منزل الحلقة

Many thanks to our sponsor, Anchor!
To learn more about Anchor, visit https://earmarkcpe.promo/anchor

Sign up to get free CPE for listening to this podcast

https://earmarkcpe.com

Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Chapters

(00:00) - Preview: A firm can't be everything to everyone
(01:16) - Earn Free CPE
(01:33) - Welcome Ron Baker to the show
(03:11) - What does "subscription economy" mean?
(04:33) - What does the subscription model look like for accounting firms?
(13:10) - If I'm not billing hourly, how do I make sure that my team doesn't get completely overwhelmed?
(16:41) - Why there is a shortage on accountants?
(26:39) - Power of different pricing models
(32:48) - Why don't accountants charge based on how many assets they manage?
(42:37) - What CPA firms do to impact people's lives
(45:28) - How accountants can approach thier clients in a different way
(51:21) - Amazon never would have happened if Jeff Bezos thought like an accounting firm
(57:24) - Accounting firms want to change but don't
(01:04:47) - What does the future of accounting look like?
(01:06:32) - How to contact Ron Baker

Connect with Our Guest, Ron Baker

LinkedIn: https://www.linkedin.com/in/ronbaker1/
Twitter: https://twitter.com/ronaldbaker

Learn more about Verasage

Website: http://verasage.com

Get Ron's book

"Time's Up!: The Subscription Business Model for Professional Firms": https://amzn.to/3y7Gfxb

Connect with Blake Oliver, CPA

LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/

87 حلقات

#Careers #Higher Education #Business #Podcasting Education #Earmark CPE #Blake Oliver #CPA #Accounting #Continuing Professional Education #CPE

كل الحلقات

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

منذ 7 أيام51:22

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 online and reveals the number one reason tax strategies fail (even legitimate ones): poor implementation and documentation. Through her journey from taking over her parents' small practice to building a multi-million dollar firm, she shares hard-earned wisdom about scaling a tax practice and finding team members who can uphold your standards. You'll discover how Jasmine unexpectedly found that her social media presence attracted not just clients, but exceptional talent to her firm. She also provides practical insights on tax resolution work, dealing with the IRS, and resources that can help tax professionals level up their expertise. Whether you're a tax practitioner looking to grow or a business owner wanting to avoid tax pitfalls, this conversation delivers valuable takeaways that could save you thousands in an audit. Sponsor MakersHub - https://earmarkcpe.promo/makershub Chapters (00:00) - Introduction to Jasmine Delucci (01:07) - The Rise of Tax Misinformation (05:16) - Challenges in Tax Law and IRS Audits (08:20) - Jasmine's Practice and Clientele (12:04) - The Importance of Proper Tax Documentation (27:15) - Leveraging Social Media for Tax Education (29:42) - Inspiration from Family (30:32) - Early Exposure to Tax Profession (32:19) - Taking Over the Family Business (33:35) - Balancing Law School and Business (33:53) - Scaling the Firm (34:05) - The Power of Social Media (40:36) - Building a Strong Team (48:37) - Technology Stack (49:52) - Conclusion and Community Sign up to get free CPE for listening to this podcast https://earmarkcpe.com https://earmark.app/ Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Jasmine DiLucci LinkedIn: https://www.linkedin.com/in/jasminedilucci/ Twitter: https://twitter.com/DiLucciCPA Facebook: https://www.facebook.com/diluccicpas Instagram: https://www.instagram.com/diluccicpa TikTok: https://www.tiktok.com/@diluccicpa Learn more about DiLucci CPA Firm https://dilucci.com/ Connect with Blake Oliver, CPA LinkedIn: https://www.linkedin.com/in/blaketoliver Twitter: https://twitter.com/blaketoliver/…

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

منذ 8 weeks53:55

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 ownership verification and dives into "proof of reserves" reports, highlighting both the importance and current limitations of these reports in protecting investors. He also shares some insights into the growing opportunities for CPAs in the digital asset space, including how firms can develop expertise in blockchain attestation services. Chapters (01:12) - Exploring the Digital Assets Space (03:47) - Tokenization of Real-World Assets (06:21) - Benefits and Challenges of Tokenization (12:37) - Real-World Examples and Case Studies (17:30) - The Role of CPA Firms in Digital Assets (20:24) - Regulatory Landscape and Proof of Reserves (27:58) - Explaining Proof of Reserves (32:34) - Comparing Proof of Reserves and Traditional Audits (36:25) - The Importance of Proof of Reserves (42:34) - Regulatory Landscape and Proof of Reserves (47:20) - Opportunities for CPAs in Crypto Auditing (50:38) - Introducing Ledger Lens for CPAs (53:01) - Conclusion and Contact Information Sign up to get free CPE for listening to this podcast https://earmarkcpe.com https://earmark.app/ Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Noah Buxton LinkedIn: http://linkedin.com/in/noahbuxton Learn more about The Network Firm Website: https://www.thenetworkfirm.com/about-us Connect with Blake Oliver, CPA LinkedIn: https://www.linkedin.com/in/blaketoliver Twitter: https://twitter.com/blaketoliver/…

1
Bitcoin: Prudent Investment or Pricey Gamble? 57:20

منذ 10 weeks57:20

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 into what truly underpins Bitcoin’s worth, how regulators and investors view it, and why blockchain technology is poised to reshape finance as we know it. Whether you’re a skeptic or believer, this discussion reveals the evolving landscape of digital assets. (Originally recorded on December 12, 2024, on Earmark Webinars+) Sponsor MakersHub - https://earmarkcpe.promo/makershub Chapters (00:52) - Bitcoin's Current Market Status (02:09) - Understanding Bitcoin's Value (05:26) - The Functions and Qualities of Money (06:39) - Bitcoin as a Store of Value (22:37) - Bitcoin vs. Other Cryptocurrencies (30:19) - Debating Bitcoin's True Value (31:21) - Real Estate vs. Bitcoin (31:48) - The Greater Fool Theory (33:18) - Bitcoin's Use Cases and Misconceptions (34:04) - Government Involvement in Bitcoin (38:27) - Decentralization and Wealth Distribution (43:57) - The Future of Digital Assets (50:56) - Conclusion and Future Discussions Sign up to get free CPE for listening to this podcast https://earmarkcpe.com https://earmark.app/ Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Noah Buxton LinkedIn: http://linkedin.com/in/noahbuxton Learn more about The Network Firm Website: https://www.thenetworkfirm.com/about-us Connect with Blake Oliver, CPA LinkedIn: https://www.linkedin.com/in/blaketoliver Twitter: https://twitter.com/blaketoliver/…

1
Work Less, Earn More: Transforming Accounting into a Rewarding Career 1:04:02

منذ 12 weeks1:04:02

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 workflows, and prioritizing fun and family without sacrificing success. Yuri will share his insights on transforming accounting from a grueling profession into an enjoyable and rewarding career. This webinar will equip you with practical tools to revolutionize your work-life balance and rediscover the joy in accounting. Don’t miss this opportunity to make your career more fulfilling and efficient! (Originally recorded on December 4, 2024, on Earmark Webinars+) Sponsor MakersHub - https://earmarkcpe.promo/makershub Chapters (00:00) - Planning Babies Around Tax Season (01:11) - Introducing Yuri Kapilovich, The Fun CPA (03:07) - Yuri's Journey Through Multiple Firms (03:32) - The Reality of Billable Hours (09:27) - Leaving Public Accounting to Start a Firm (12:12) - Overcoming Fear and Building a Practice (17:20) - The Fun CPA Brand and Networking (24:50) - Selecting the Right Clients for a Lifestyle Firm (32:27) - Realistic Client Time Management (33:28) - Building a High-Value Client Base (34:22) - Setting and Communicating Fees (35:23) - The Value of Selective Clientele (40:28) - Quarterly and Monthly Packages (43:27) - Solo Practice vs. Building a Team (47:19) - Financial Transparency and Career Choices (52:11) - The True Cost of High Salaries (59:31) - Navigating the Accounting Profession (01:02:19) - Final Thoughts and Resources Sign up to get free CPE for listening to this podcast https://earmarkcpe.com https://earmark.app/ Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Yuri Kapilovich LinkedIn: https://www.linkedin.com/in/ykapilovich/ Learn more about The Fun CPA https://www.thefuncpa.co/ Connect with Blake Oliver, CPA LinkedIn: https://www.linkedin.com/in/blaketoliver Twitter: https://twitter.com/blaketoliver/…

1
Building a $200K Accounting Firm in Just 15 Hours a Week 1:03:23

منذ 18 weeks1:03:23

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, and building authority in your niche. Whether you're considering starting your own firm or optimizing your existing practice, this webinar will inspire and equip you to reimagine what's possible in your accounting career. (Originally recorded on October 16, 2024, on Earmark Webinars+) Sponsor ShareFile - https://earmarkcpe.promo/sharefile Chapters (02:39) - Welcome Erica to the Show (04:55) - Transition from Corporate to Entrepreneurship (06:28) - Life in Idaho and Outdoor Activities (08:06) - Burnout and Decision to Leave Corporate (11:12) - Starting the Accounting Firm (19:20) - Client Growth and Service Tiers (30:23) - Systematizing CFO Services (32:37) - Client Report Preparation and Meetings (33:25) - Listener Question: Monthly Meeting Agenda (35:03) - Forecasting and Cash Flow Discussions (37:46) - The Value of Monthly Meetings (38:55) - Balancing Work and Client Relationships (39:51) - Handling Client Taxes and Referrals (41:27) - Marketing and Client Acquisition (44:34) - Podcasting and Providing Free Advice (48:39) - Scaling a Solo Practice (50:34) - Balancing Work and Personal Life (59:41) - Final Thoughts and Resources Sign up to get free CPE for listening to this podcast https://earmarkcpe.com https://earmark.app/ Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Erica Goode LinkedIn: https://www.linkedin.com/in/erica-goode-cpa-00205616/ Connect with Blake Oliver, CPA LinkedIn: https://www.linkedin.com/in/blaketoliver Twitter: https://twitter.com/blaketoliver/…

1
Beyond Partnerships: Revolutionizing CPA Firms for the Modern Era 55:39

منذ 20 weeks55:39

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 "total hours worked" to holistic evaluations of effectiveness, client satisfaction, and quality. We'll also discuss service diversification, internal mobility, and technology investments. Plus, get insights on Sikich's recent $250M Bain Capital investment. Don't miss this opportunity to understand the future of accounting firms! (Originally recorded on September 26, 2024, on Earmark Webinars+) Sponsor ShareFile - https://earmarkcpe.promo/sharefile Chapters (00:39) - Meet Ryan Spohn, CFO of Sikich (01:46) - Sikich's Alternative Practice Structure (02:58) - Private Equity Investment from Bain Capital (03:57) - Strategies for Attracting and Retaining Top Talent (08:46) - Employee Wellness and Work-Life Integration (11:18) - Innovative Billing and Client Engagement (21:20) - Modernizing ERP and Technology Stack (27:08) - Ryan Non-Traditional Background (29:28) - The Importance of Understanding the Work (30:39) - Expertise and Team Composition (31:02) - Transition to Public Accounting (32:34) - Equity and Compensation Challenges (34:00) - Innovative Equity Solutions at Sikich (37:17) - Reinvesting in the Firm (46:07) - Internal Mobility at Sikich (48:40) - The Future of Accounting with AI (54:41) - Conclusion and Final Thoughts Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Ryan Spohn LinkedIn: https://www.linkedin.com/in/ryan-spohn-9b21431/ Connect with Blake Oliver, CPA LinkedIn: https://www.linkedin.com/in/blaketoliver Twitter: https://twitter.com/blaketoliver/…

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

منذ 22 weeks58:46

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, and strategies for effective cross-border tax preparation. Whether you're planning an international move or interested in global accounting, gain valuable insights from Eric's journey and learn how to bridge cultures in the world of tax. Don’t miss this opportunity to enhance your international tax expertise! (Originally recorded on September 16, 2024, on Earmark Webinars+) Sponsor ShareFile - https://earmarkcpe.promo/sharefile Chapters (01:19) - Eric's Journey from Philosophy to Accounting (03:04) - Life and Career in Japan (04:19) - Transitioning Back to the US and Becoming a CPA (05:56) - Experiences in the California Community College System (07:49) - Living in Japan: City vs Countryside (10:44) - Starting an Accounting Career in Japan (17:32) - Cultural Adjustments and Work-Life Balance (27:00) - Working with Expats and Tax Complexities (31:41) - Understanding Tax Penalties for Expats (32:48) - Streamline Procedures for Tax Compliance (33:59) - Navigating the Japanese Tax System (37:37) - Remote Work and Connectivity in Japan (40:56) - Building a Home in Rural Japan (43:19) - Managing a Growing Client Base (53:03) - Cultural Nuances in International Accounting (55:18) - Travel Tips and Destinations in Japan (57:42) - Conclusion and Contact Information Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Eric Azevedo LinkedIn: https://www.linkedin.com/in/ericazevedo Connect with Blake Oliver, CPA LinkedIn: https://www.linkedin.com/in/blaketoliver Twitter: https://twitter.com/blaketoliver/…

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

منذ 24 weeks1:03:12

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 approaches - Candid insights into client feedback that CPAs rarely hear - Strategies for delivering the integrated advice clients truly want (Originally recorded on August 1, 2024, on Earmark Webinars+) Sponsor MakersHub - https://earmarkcpe.promo/makershub Chapters (01:05) - Kyle's Journey into Wealth Management and CPA Integration (02:46) - Building a CPA Firm from Scratch (05:05) - Client-Centric Approach and the Red Chair Concept (06:28) - Differences Between Wealth Management and Traditional CPA Firms (10:15) - Challenges and Benefits of Integrated Services (15:11) - Improving Client Relationships and Communication (30:16) - Scheduling Work to Improve Efficiency (35:48) - Client Communication Challenges & Strategies (38:21) - Logistical Issues and Solutions (41:28) - The Role of CPAs and Financial Advisors (47:40) - Integrated Financial Advice (50:49) - Client Engagement and Meeting Schedules (53:46) - The Future of Accounting and Financial Advice (55:41) - Getting Started in Wealth Management (01:00:33) - The Impact of AI on Tax Preparation (01:01:45) - Conclusion and Upcoming Events Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Kyle Walters LinkedIn: https://www.linkedin.com/in/kyledwalters Connect with Blake Oliver, CPA LinkedIn: https://www.linkedin.com/in/blaketoliver Twitter: https://twitter.com/blaketoliver/…

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

منذ 26 weeks1:00:47

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 on preparing for a sale, negotiating terms, and ensuring a smooth transition for your clients and team. Whether you're considering selling your firm now or in the future, this session offers actionable strategies and expert advice to help you navigate the process successfully. (Originally recorded on August 27, 2024, on Earmark Webinars+) Sponsor MakersHub - https://earmarkcpe.promo/makershub Chapters (01:09) - Founding ClickPNW: Lynette and Craig's Journey (02:50) - Client Services and Growth Strategies (05:26) - Challenges and Successes in Client Management (09:28) - Deciding to Sell: Personal and Professional Factors (18:09) - Finding the Right Buyer: The Sweeney Conrad Story (31:39) - Transitioning to a New Firm (32:16) - Employee and Client Considerations and Unexpected Challenges (33:56) - Transitioning Staff and Clients (36:50) - Client Relationships and Retention (39:15) - Administrative Challenges (44:30) - Lessons Learned and Advice (55:15) - Future Plans and Reflections (59:41) - Conclusion and CPE Information Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guests: Lynnette Oss Connell LinkedIn: http://linkedin.com/in/lynnette-oss-connell-cpa Craig Connell LinkedIn: http://www.linkedin.com/in/craigconnellcpa Connect with Blake Oliver, CPA LinkedIn: https://www.linkedin.com/in/blaketoliver Twitter: https://twitter.com/blaketoliver/…

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

منذ 28 weeks1:03:21

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 profitability, and managing financial risks in rapidly scaling businesses. Whether you're in sports, entertainment, or another industry, discover how to apply these creative accounting practices to transform your financial approach. Walk away with actionable strategies to enhance customer engagement, boost growth, and reimagine your business's financial success. (Originally recorded on August 7, 2024, on Earmark Webinars+) Sponsor MakersHub - https://earmarkcpe.promo/makershub Chapters (00:00) - How to Earn CPE (01:17) - Behind the Scenes with the Savannah Bananas (03:06) - The Role of a CPA in Sports Entertainment (04:40) - Educating the Next Generation of Creatives (07:37) - The Savannah Bananas Phenomenon (12:59) - Fan-Centric Business Model (20:23) - Challenges and Innovations in Finance (29:20) - Touring and Merchandise Strategy (34:48) - Partnering for Regional Warehousing (35:30) - Forecasting Inventory Needs (36:05) - Managing Merchandise Logistics (37:06) - Understanding Fan Data (39:03) - Finance Tech Stack Overview (49:12) - Challenges of Rapid Expansion (55:55) - Creative Accounting Practices (59:14) - Advice for Aspiring Accountants (01:02:10) - Conclusion and CPE Information Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Tim Naddy LinkedIn: http://www.linkedin.com/in/drtimnaddy221b Learn more about The Savannah Bananas https://thesavannahbananas.com/ Connect with Blake Oliver, CPA LinkedIn: https://www.linkedin.com/in/blaketoliver Twitter: https://twitter.com/blaketoliver/…

1
How Taxes Shape Our Economy and Lives 55:54

منذ 30 weeks55:54

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 surprising historical tax facts such as the 18th-century British “window tax” and its relevance to today's proposed wealth taxes. (Originally recorded on July 25, 2024, on Earmark Webinars+) Sponsor Bookkeeping Biz Workshops - https://earmarkcpe.promo/bbworkshop Chapters (00:46) - Introducing 'Taxocracy' (04:10) - Education and Tuition Costs (11:24) - Principles of Tax Policy (15:27) - Corporate Tax Rates Debate (24:23) - Tariffs and Economic Impact (29:42) - Impact of Trade Wars on Consumer Goods (31:03) - Tax Policies and Their Consequences (34:28) - Unintended Consequences of Tax Policies (36:57) - Creative Tax Avoidance Strategies (40:10) - The Role and History of the Tax Foundation (44:13) - Challenges and Future of Tax Reform (51:59) - Global Tax Systems and Their Benefits (53:58) - Conclusion and Final Thoughts Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Scott Hodge LinkedIn: https://www.linkedin.com/in/scottahodge/ Connect with Blake Oliver, CPA LinkedIn: https://www.linkedin.com/in/blaketoliver Twitter: https://twitter.com/blaketoliver/…

1
Our Favorite Government Frauds: An Interview with the Hosts of "Oh My Fraud" 59:43

منذ 31 weeks59:43

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 Tipton's lottery rigging scheme, and some pandemic-related frauds like PPP and EIDL abuse. Sponsor MakersHub - https://earmarkcpe.promo/makershub Chapters (00:52) - Overview of Government Frauds (01:58) - The Case of Rita Crundwell (06:43) - How Rita Crundwell Was Caught (14:36) - The Case of Claudia Viles (32:17) - The Fat Leonard Scandal Unveiled (33:43) - Exorbitant Invoices and Ignored Red Flags (34:45) - Bravo Zulus and Dirty Work (36:13) - Security Measures and Exploiting Tragedies (39:11) - The Crux of the Fraud: Inflated Invoices (41:00) - Lottery Fraud: Eddie Tipton's Scheme (49:20) - Pandemic Fraud: A Rock and a Hard Place (55:52) - Final Thoughts and Takeaways Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guests: Greg Kyte, CPA Website: http://www.comedyCPE.com X: https://twitter.com/gregkyte LinkedIn: https://www.linkedin.com/in/gregkyte/ Caleb Newquist X: https://twitter.com/cnewquist LinkedIn: https://www.linkedin.com/in/calebnewquist/ Learn more about Oh My Fraud Website: https://ohmyfraud.com/ Connect with Blake Oliver, CPA LinkedIn: https://www.linkedin.com/in/blaketoliver Twitter: https://twitter.com/blaketoliver/…

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Practical Strategies for Recruiting and Retaining Top Talent in Accounting 1:04:21

منذ 34 weeks1:04:21

1:04:21

Explore cutting-edge hiring solutions for accountancy firms with Robin Thieme, CEO and founder of KBS CFO, and industry expert Blake Oliver. Learn how work simulations provide a "try before you buy" approach, ensuring a better fit for the firm and the candidate. Discover the benefits of apprenticeship programs, which KBS CFO has successfully implemented. Robin will share insights from her experience running a Results Only Work Environment and discuss how these innovative practices can help your firm attract and retain top talent. Don't miss this opportunity to revolutionize your hiring process! (Originally recorded on June 19, 2024, on Earmark Webinars+) Sponsor MakersHub - https://earmarkcpe.promo/makershub Chapters (01:57) - Robin Thieme's Background and Firm Overview (05:44) - Specialization in Distilleries (07:57) - Team Structure and Roles (13:17) - Innovative Hiring Practices (18:30) - Work Simulation Process (29:55) - Remote Work Challenges and Skills (38:24) - Introduction to Results Only Work Environment (38:53) - Attracting Top Talent with a Tech-Forward Approach (40:41) - Flexibility and Accountability in Remote Work (43:57) - Managing Team Performance and Client Expectations (45:26) - How to Hold Your Team Accountable (48:29) - Choosing the Right Workflow Tools (56:52) - Exploring Apprenticeship Programs (01:01:55) - The Role of Timesheets in Job Costing (01:04:09) - Conclusion and Contact Information Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Earn CPE for this episode! https://www.earmark.app/course/c41e6910-586a-474d-ae77-febfce14898f Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Robin H Thieme, CITP, CGMA, CPA LinkedIn: https://www.linkedin.com/in/kbscfo/ Learn more about KBS CFO Website: https://www.kbscfo.com/# Connect with Blake Oliver, CPA LinkedIn: https://www.linkedin.com/in/blaketoliver Twitter: https://twitter.com/blaketoliver/…

1
The Art of Challenging Property Tax Assessments 45:51

منذ 35 weeks45:51

45:51

Blake discusses the intricacies of property tax assessments and appeals with Josh Malancuk, President and Founder of JM Tax Advocates. Josh explains how his firm helps businesses minimize their property tax liabilities by providing a more accurate market value for their properties, which often differs from the assessor's valuation. He walks through the appeal process, the importance of meeting deadlines, and shares a case study where his firm saved a client millions of dollars in property taxes. Sponsor MakersHub - https://earmarkcpe.promo/makershub Chapters (01:04) - Meet Josh Malancuk: Property Tax Specialist (02:09) - The Importance of Property Tax Specialization (06:07) - Understanding Property Tax Assessments (09:06) - The Appeal Process Explained (16:12) - Appealing an Asset Value (23:49) - What Is It Like Making an Appeal? (32:58) - Case Study: Mega Food Processor (40:36) - How to Work with JM Tax Advocates (45:10) - Advice for Aspiring Property Tax Specialists (46:41) - Conclusion and Contact Information Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Josh Malancuk, CPA, CMI LinkedIn : https://www.linkedin.com/in/josh-malancuk-cpa-cmi-a5997619/ Learn more about JM Tax Advocates https://jmtaxadvocates.com/ Connect with Blake Oliver, CPA LinkedIn: https://www.linkedin.com/in/blaketoliver Twitter: https://twitter.com/blaketoliver/…

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Achieving Work-Life Harmony in Accounting with The 3.3 Rule 48:08

منذ 37 weeks48:08

48:08

John Briggs, founder of Incite Tax and author of "The 3.3 Rule" joins Blake to explain his approach to ending burnout in accounting while increasing productivity, which involves working for up to three hours followed by a 30% recovery period. They explore how this method can double productivity compared to the traditional 8-hour workday, and John provides practical tips for implementing it in accounting firms. Sponsor MakersHub - https://earmarkcpe.promo/makershub Chapters (00:38) - Introducing John Briggs and the 3.3 Rule (04:50) - Applying the 3.3 Rule in Accounting (05:12) - John's Journey: From Deloitte to Insight Tax (07:04) - Challenges and Solutions in Modern Accounting Firms (11:42) - The Problem with Billable Hours (22:19) - The Benefits of Structured Breaks (25:07) - Being a Controller at Atlas (27:29) - The Reality of Top 100 Firms and Work-Life Balance (29:18) - AI's Impact on Consulting and Accounting (30:31) - The Future of Work Hours and Technology (33:57) - Balancing Work, Health, and Personal Life (39:05) - Measuring Productivity Beyond Hours Worked (46:35) - Final Thoughts and Where to Find More Information Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, John Briggs LinkedIn: https://www.linkedin.com/in/johnbriggscpa/ Learn more about Incite Tax & Accounting Website: https://incitetax.com/ Connect with Blake Oliver, CPA LinkedIn: https://www.linkedin.com/in/blaketoliver Twitter: https://twitter.com/blaketoliver/…

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