Selling advisory services with Josh Lance of Lance CPA Group

How to Free Your CPE with Earmark: Learn how accountants can earn free CPE for listening to this podcast with the Earmark CPE mobile app. Join the movement to free your CPE at https://earmarkcpe.com. by Earmark Podcast | Earn Free Accounting CPE

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The "How" of Being Intentional with Twyla Verhelst, CPA and Andrea MacDonald, CPA: Today, I'm joined again by Twyla Verhelst, CPA for part two of our series, Being Intentional in Your Modern Firm. We're talking with Andrea MacDonald, CPA about being intentional about servicing offerings, choosing niches, and pricing. We'll also talk abo by Earmark Podcast | Earn Free Accounting CPE

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The future of QuickBooks with Hector Garcia, CPA: With QuickBooks Desktop slowly phasing out, what is the future of QuickBooks Enterprise? Enter QuickBooks Online Advanced, the future of QuickBooks in the mid-market. Join Hector Garcia, CPA, a top QuickBooks expert, and ProAdvisor, to learn about what he by Earmark Podcast | Earn Free Accounting CPE

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Being intentional in your modern firm with Twyla Verhelst, CPA, and Kristen Keats, CPA: Twyla Verhelst, CPA, and Kristen Keats, CPA, join the show to discuss what it means to be "intentional" in your firm. From the sort of clients you want, to your firm's values, to the staff that you aim to recruit, being intentional can make a big impact. by Earmark Podcast | Earn Free Accounting CPE

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CPA versus CMA with IMA President Jeff Thomson: Blake sits down with Jeff Thomson at the Institute of Management Accountants Texas Council Conference to talk about the Certified Management Accountant (CMA) designation and how it compares to the CPA license. We learn that public accounting is no longer by Earmark Podcast | Earn Free Accounting CPE

32 min listen

Selling advisory services with Josh Lance of Lance CPA Group: Joshua Lance, CPA, CGMA, shares his best practices for selling advisory as part of your accounting firm's services. Learn how to extract the value of advisory services you're already providing on an ad hoc basis by formalizing the advisory relationship as by Earmark Podcast | Earn Free Accounting CPE

57 min listen

How to fix the IRS and CPA with AICPA's Sue Coffey and Tom Hood: Let's get real. The IRS is in trouble. The CPA pipeline is shrinking. Diversity efforts have stalled. GAAP continues to decline in relevance. So how do we fix it? Sue Coffey and Tom Hood join to discuss these issues and what the AICPA is doing to help. by Earmark Podcast | Earn Free Accounting CPE

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The Digital CPA joined High Rock Accounting & hasn’t looked back (Jay Kimelman and Rachel Fisch): Jay Kimelman and Rachel Fisch join the show to talk about High Rock Accounting’s second acquisition: The Digital CPA. Learn why a solo CPA like Jay wanted to join a larger firm plus lessons learned from High Rock’s previous acquisition. by Earmark Podcast | Earn Free Accounting CPE

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A timesheet debate & why work takes so long with Edward Mendlowitz, CPA, Partner at Withum: Edward Mendlowitz, CPA, partner at Withum, and prolific writer and educator, joins the show to talk timesheets (and why "timesheets are invaluable"), Ed's biggest mistake, the story of a hotshot manager with terrible realization, how Ed's firm hired for s by Earmark Podcast | Earn Free Accounting CPE

68 min listen

A tale of two mergers with Kenji Kuramoto and Matthew May of Acuity: In today's episode, we've got a very spirited crossover/collab with Kenji and Matthew of "Drink While You Think," a weekly mashup of alcohol and accounting on the Acuity YouTube Channel. Kenji Kuramoto, the CEO and Founder of Acuity, and Matthew May, Acui by Earmark Podcast | Earn Free Accounting CPE

45 min listen

Is Tether a fraud? (with guest Dr. Sean Stein Smith): Stablecoins are cryptocurrencies backed one-to-one with U.S. dollar - in theory - but that has never really been tested. One of the biggest stablecoin issuers, Tether, has never been audited. It's a mysterious organization with $80 billion in assets, maki by Earmark Podcast | Earn Free Accounting CPE

35 min listen

Blockchain for accountants with Ben Taylor, founder of SoftLedger: Ben Taylor, CPA, joins the show to share what accountants need to know about blockchain and cryptocurrencies. And he should know because his company SoftLedger is a cloud-based general ledger that supports cryptocurrency accounting. Listen to earn free CP by Earmark Podcast | Earn Free Accounting CPE

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Can private equity save the CPA firm from disruption? feat. Charly Weinstein, CEO at EisnerAmper: Charly Weinstein, CEO at EisnerAmper, discusses why his firm decided to split off audit into a separate CPA firm while also taking on private equity investment in a new, non-CPA entity that will offer tax and consulting services. While the alternative pra by Earmark Podcast | Earn Free Accounting CPE

26 min listen

How to communicate financial information to normal people with Geni Whitehouse: 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. by Earmark Podcast | Earn Free Accounting CPE

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High Rock Accounting is a high growth firm with Liz Mason, Rachel Fisch, and Megan Tarnow: In this episode, I'm talking with Liz Mason, Founder, and CEO of High Rock Accounting, Rachel Fisch, High Rock's Chief Global Development Officer, and Megan Genest Tarnow, High Rock's Nonprofit Industry Lead about High Rock's acquisition of The Mobius Gro by Earmark Podcast | Earn Free Accounting CPE

24 min listen

How to save the CPA with Todd Shapiro of the Illinois CPA Society: Is the CPA profession fading away? What can we do to fix it? In this bonus episode, Blake meets with Todd Shapiro, President and CEO of the Illinois CPA Society to talk about the current state of the profession, what Todd thinks about it, and maybe find s by Earmark Podcast | Earn Free Accounting CPE

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Client data security: Best practices to protect your firm and clients with Byron Patrick, CPA: According to a report from 2021, some 42 percent of business and professional services organizations suffered ransomware attacks over the past year. As the number of cyberattacks continues to rise, it is imperative that we prioritize protecting our data. by Earmark Podcast | Earn Free Accounting CPE

60 min listen

Who cares about lease accounting? with Issac Heller of Trullion: Blake talks with Issac Heller about the new lease accounting standards, whether or not investors really care, what accountants need to know either way, how accountants can create transparency for auditors to make audits better for all, and more. by Earmark Podcast | Earn Free Accounting CPE

61 min listen

How to get a fully remote accounting job according to Scott Orn of Kruze Consulting: Scott Orn of Kruze Consulting shares what he looks for in fully-remote hires, how they can get a fully-remote job, and how they can be successful in that job. by Earmark Podcast | Earn Free Accounting CPE

40 min listen

Real talk with "The Real Estate CPA," Brandon Hall of Hall CPA PLLC: 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 an by Earmark Podcast | Earn Free Accounting CPE

59 min listen

The Path to Advisory in Client Accounting Services (Part 3 of 3) with Dan Gertrudes of GrowthLab Financial: We all want to add advisory services to our outsourced accounting practices to increase our value and make more money. But what does that mean and how do we do it? In this three-part series, Dan Gertrudes details how his firm, GrowthLab Financial, has ove by Earmark Podcast | Earn Free Accounting CPE

51 min listen

Deconstructing timesheet defenses with Ron Baker, CPA, founder of VeraSage Institute: In this episode, I’m joined by Ron Baker, CPA, founder of VeraSage Institute, and host of the talk radio show, The Soul of Enterprise. When he heard my interview with Ed Mendlowitz in “A Timesheet Debate & Why Work Takes So Long,” (Episode 3), he coul by Earmark Podcast | Earn Free Accounting CPE

60 min listen

Why Peloton co-founder Graham Stanton wants you to IPO on QuickBooks: 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. by Earmark Podcast | Earn Free Accounting CPE

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The Path to Advisory in Client Accounting Services (Part 1 of 3) with Dan Gertrudes of GrowthLab Financial: We all want to add advisory services to our outsourced accounting practices to increase our value and make more money. But what does that mean and how do we do it? In this three-part series, Dan Gertrudes details how his firm, GrowthLab Financial, has ove by Earmark Podcast | Earn Free Accounting CPE

42 min listen

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The Path to Advisory in Client Accounting Services (Part 2 of 3) with Dan Gertrudes of GrowthLab Financial: We all want to add advisory services to our outsourced accounting practices to increase our value and make more money. But what does that mean and how do we do it? In this three-part series, Dan Gertrudes details how his firm, GrowthLab Financial, has ove by Earmark Podcast | Earn Free Accounting CPE

47 min listen

The path towards advisory in tax with Jorge Olavarrieta and Minal Babaria: 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 p by Earmark Podcast | Earn Free Accounting CPE

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Your future may be Your Part-Time Controller — with founder Eric Fraint: 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-tra by Earmark Podcast | Earn Free Accounting CPE

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Selling advisory services with Josh Lance of Lance CPA Group

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