What if the numbers we use to measure audit quality are fundamentally flawed? PCAOB Board Member Christina Ho reveals why the headline-grabbing 46% deficiency rate in public company audits deserves serious scrutiny. In this candid conversation, Ho explains why smaller audit firms face disproportionate regulatory burdens, how the PCAOB's inspection approach may distort quality metrics, and why less than 5% of "deficient" audits result in incorrect opinions. She also shares her experience of being publicly criticized by Senator Elizabeth Warren for challenging the status quo. Whether you're an auditor, investor, or financial professional, this insider perspective will transform how you interpret future audit quality statistics.
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https://pcaobus.org/about/the-board/board-bios/christina-ho
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In this episode, Blake Oliver interviews Nicolas Boucher, one of LinkedIn's top finance thought leaders, who demonstrates how AI tools like ChatGPT and Python can dramatically accelerate financial data analysis and reporting while maintaining confidentiality. Nicolas shows how finance professionals can create instant analyses and dashboards, integrate AI with existing systems, and automate repetitive tasks to save time and advance their careers.
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Join leaders from the Illinois, New York, California, Texas, Florida, and Pennsylvania state CPA societies as they explore recent and proposed CPA licensure changes. Discover the latest state-by-state updates, timelines, and resources you need to stay on track. We address the 150-hour rule, potential alternative pathways, and practical mobility and reciprocity concerns. Whether you’re a student or a candidate, gain real-world guidance to confidently navigate your journey toward the CPA license.
(Originally recorded on March 4, 2025, on Earmark Webinars+)
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Geoffrey Brown - https://www.linkedin.com/in/geoffrey-brown-cae-9039484
Jen Cryder - https://www.linkedin.com/in/jencryder
Denise Froemming - https://www.linkedin.com/in/denise-leduc-froemming-
Calvin Harris Jr. - https://www.linkedin.com/in/calvinhjr
Jodi Ann LaFreniere Ray - https://www.linkedin.com/in/jodiannlafreniereray
Shelly Weir - https://www.linkedin.com/in/shellysiceloff
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
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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.
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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
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
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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.
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LinkedIn: http://linkedin.com/in/noahbuxton
Learn more about The Network Firm
Website: https://www.thenetworkfirm.com/about-us
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LinkedIn: https://www.linkedin.com/in/blaketoliver
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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+)
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LinkedIn: http://linkedin.com/in/noahbuxton
Learn more about The Network Firm
Website: https://www.thenetworkfirm.com/about-us
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LinkedIn: https://www.linkedin.com/in/blaketoliver
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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+)
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LinkedIn: https://www.linkedin.com/in/ykapilovich/
Learn more about The Fun CPA
https://www.thefuncpa.co/
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LinkedIn: https://www.linkedin.com/in/blaketoliver
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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+)
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LinkedIn: https://www.linkedin.com/in/erica-goode-cpa-00205616/
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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+)
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LinkedIn: https://www.linkedin.com/in/ryan-spohn-9b21431/
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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+)
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LinkedIn: https://www.linkedin.com/in/ericazevedo
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LinkedIn: https://www.linkedin.com/in/blaketoliver
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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+)
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LinkedIn: https://www.linkedin.com/in/kyledwalters
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
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+)
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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/
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+)
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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/
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+)
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LinkedIn: https://www.linkedin.com/in/scottahodge/
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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.
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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/
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+)
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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/#
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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.
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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
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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.
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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
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Kick-start a new era in accountancy with Alan Whitman, the former CEO of Baker Tilly US. Using his invaluable experience as a CEO for nearly 8 years, Alan will share novel insights on transforming traditional CPA firms into modern, sustainable, and innovative powerhouses. This session delves into people development, strategic growth, service models, and methods for breaking from long-standing conventions that hinder progression. It's time to BREAK THE MOLD (TM) and lead the transition toward the future of professional services and the CPA industry. If that's your ambition, this session was designed with you in mind.
(Originally recorded on May 8, 2024, on Earmark Webinars+)
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LinkedIn: https://www.linkedin.com/in/alan-whitman-357ab91/
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LinkedIn: https://www.linkedin.com/in/blaketoliver
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Thinking of selling your practice? Join us as serial acquirer Michael Ly shares an insider’s guide to preparing, pricing & selling your accounting firm. Learn how to value your firm for maximum sale price, find the right buyer, negotiate win-wins, protect clients through transition, and structure creative deals - whether nearing retirement or just exploring options. Get practical tips from an active buyer on ensuring a smooth exit on your terms.
(Originally recorded on March 26, 2024, on Earmark Webinars+)
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LinkedIn: https://www.linkedin.com/in/michaelly
Twitter: https://twitter.com/michael_ly_?lang=en
Learn more about Reconciled
Website: https://www.reconciled.com/about
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
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