Earmark Podcast | Earn Free Accounting CPE

What if researching a client’s tax question could count toward your CPE requirement? Blake Oliver joins state CPA society leaders Shelly Weir, Boyd Search, Allen Lloyd, and Chris Jenkins to explore CLARKE, a framework designed to document learning during everyday work with AI tools. Learn how it aims to capture evidence without storing full conversations, why CPE providers are challenging the seat-time model, and what regulatory hurdles remain before on-the-job learning could earn credit.

Chapters

• (00:00) - CPE Misses Real Learning
• (01:09) - Meet the Builders
• (03:21) - How the Idea Started
• (06:48) - Why Seat Time Fails
• (09:38) - Lessons From Medicine
• (11:58) - What CLARKE Does
• (15:14) - Privacy and Learning Records
• (18:28) - Tool Agnostic Framework
• (24:50) - Why Societies Built It
• (28:03) - Regulators and Adoption Path
• (30:54) - Timeline and Pilots
• (33:12) - Rethinking the Purpose of CPE
• (39:48) - Fixing Reporting Friction
• (42:49) - CPE in 10 Years
• (47:48) - Where to Learn More
• (48:12) - Closing Thanks

Sign up to get free CPE for listening to this podcast

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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:

Shelly Weir
https://www.linkedin.com/in/shellysiceloff/

Boyd Search
https://www.linkedin.com/in/boyd-search-2099356/

Allen Lloyd
https://www.linkedin.com/in/mtcpaexecdir/

Chris Jenkins
https://www.linkedin.com/in/cj52973

Learn more about Five Storm Systems and CLARKE:

https://fivestormsystems.com/

Connect with Blake Oliver, CPA

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

Could one accountant manage $1 million in client fees? Pilot CEO Jessica McKellar joins Blake Oliver to explain that goal and how Meridian automates month-end production work while leaving people responsible for review. They explore accuracy checks, audit trails, and the shift toward judgment and client relationships. Learn what AI could mean for firm capacity, accountant pay, and the economics of a solo practice.

Chapters

• (00:00) - Accountants Outearning Engineers
• (00:49) - Why Pilot Built In House
• (02:06) - Meridian Overview
• (03:51) - Close Checklist Automation
• (06:17) - AI Agents Under The Hood
• (07:14) - Autonomous Close In Practice
• (08:59) - Handling Missing Client Data
• (13:15) - Pilot Impact And Evolution
• (19:26) - Accuracy Guardrails And Proof
• (24:21) - Audit Trail And GL Limits
• (26:15) - Ledger Agnostic Abstraction
• (28:41) - Browser Only Ledger Tasks
• (29:14) - Autonomous Close With Automation
• (30:09) - MCP Connectors And Agent Workflows
• (31:42) - Two Ways To Use Meridian
• (32:40) - QuickBooks AI And Platform Threats
• (35:56) - Making The ROI Case
• (40:23) - Pilot Benchmarks And 1M Per Accountant
• (42:39) - How AI Changed Engineering
• (46:29) - What AI Wont Replace In Accounting
• (52:45) - Why Accounting Jobs Persist
• (54:59) - Relationships And Wrap Up

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Connect with Jessica
LinkedIn: https://www.linkedin.com/in/jesstess/

Learn more about Pilot:
Website: https://pilot.com/meridian

Connect with Blake Oliver, CPA

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

AI creates capacity, but it doesn’t create demand. CPA Echo Zhong joins Blake Oliver to explain how her firm uses Claude and Gusto to prepare payroll and update cash flow forecasts—and how automation helped her payroll manager move toward tax advisory. Learn why saving time is only the beginning, how to charge for owning the client’s problem, and why trust and human relationships still matter when software can do more of the work.

Chapters

• (00:00) - AI Capacity vs Demand
• (00:30) - Meet Echo at Gusto Next
• (01:51) - Claude Automates Payroll
• (05:04) - Cash Forecast in Excel
• (06:13) - Time Savings and Scenarios
• (08:28) - Why Multi Client MCP Matters
• (10:06) - Email Triage and Self Training
• (12:20) - When Software Eats Compliance
• (14:54) - Advisory and Pricing the Work
• (17:29) - Staff Impact Payroll Manager Story
• (18:58) - Payroll Change Management
• (20:38) - Rethinking Software Skills
• (22:40) - Chat As The Interface
• (25:01) - Token Costs And Prototyping
• (27:21) - Capacity Versus Demand
• (28:39) - From Tools To Services
• (30:38) - Why Humans Still Matter
• (33:34) - Wrap Up And Where To Connect
• (34:32) - Thanks Gusto and Outro

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Connect with Echo Zhong

LinkedIn: https://www.linkedin.com/in/echozhong

Learn more about Zhong & Sanchez

Official website: https://www.zhongsanchez.com/

Connect with Blake Oliver, CPA

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

AI is taking on routine accounting work—but what should accountants do next? Blake Oliver talks with Mike DePrisco, CEO of the Institute of Management Accountants, about measuring AI’s payoff through faster closes, fewer errors, and better forecasts. They also explore corporate career paths, the shift toward strategic thinking and storytelling, and why case-based training matters. Learn how targeted skill-building and continuous learning can help you stay relevant as the work changes.

Chapters

• (00:00) - AI Tops CFO Worries
• (02:19) - Rising AI Costs
• (04:21) - Measuring AI ROI
• (07:12) - What IMA Does
• (08:47) - Management Accounting Today
• (12:10) - Intangibles vs GAAP
• (18:18) - AI and Accounting Jobs
• (24:32) - Skills for the Future
• (26:27) - Training and Case Learning
• (32:07) - Mid Career Advice
• (35:27) - Wrap Up and Links

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Connect with Mike DePrisco

LinkedIn: https://www.linkedin.com/in/michael-deprisco/

Learn more about IMA® — the Institute of Management Accountants
Official Website: https://www.imaglobal.org/

Connect with Blake Oliver, CPA

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

Could Florida have quietly unraveled CPA licensure? In this episode, Blake Oliver talks with FICPA CEO Shelly Weir about the legislation that threatened to eliminate Florida’s Board of Accountancy, scrap CPE requirements, and weaken the CPA license. Shelly explains how the profession fought back, why mobility and interstate commerce were central to the case, and where CPAs can embrace smart modernization without giving up public protection.

Chapters

• (00:00) - EAP 116 Interview: Shelly Weir of FICPA on the Fight to Save the CPA in Florida
• (01:10) - Why Shelley Stayed Quiet
• (03:09) - What the Bill Proposed
• (07:23) - Why Deregulation Happened
• (09:33) - How FICPA Beat It
• (12:44) - Mobility and Modernization
• (15:54) - Threading the Needle
• (17:56) - Compromise Ideas Ahead
• (21:49) - Midnight Capitol Showdown
• (24:00) - CPE and Future Reforms
• (26:16) - Will It Return
• (27:55) - Closing Thanks and Call

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Connect with Shelly Weir

LinkedIn: https://www.linkedin.com/in/shellysiceloff

Learn more about the Florida Institute of Certified Public Accountants

https://www.ficpa.org/about

Connect with Blake Oliver, CPA

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

Karl Paadam made partner at PwC Estonia at 26, spent a decade in tech, and came back to build United Accountants on a contrarian thesis: the future of accounting is human. He joins Blake to explain how a firm can hand bookkeeping, categorization, and reconciliation to an AI operating system that layers on top of whatever software a firm already runs, freeing CPAs to keep their local brand and focus on judgment and advisory work. They also get into outcomes-based pricing, what it means to build "the first big small firm," and why the accountant who ignores AI is the one who gets replaced.

Chapters

• (00:00) - Welcome Karl Paadam to the Earmark Podcast
• (01:51) - Building a Practice
• (02:40) - Leaving PwC for Tech
• (03:29) - Accounting Is Human
• (05:17) - Advisory Skills Shift
• (06:35) - AI Productivity in Practice
• (09:25) - United OS Walkthrough
• (10:34) - Partner Model Keep Brand
• (14:50) - Integrations No Rip Replace
• (18:44) - First Big Small Firm
• (21:48) - Outcomes Based Pricing
• (25:00) - AI Like Excel Era
• (28:05) - What AI Does Next
• (29:21) - Fear Traps and Controls
• (32:39) - Who United Fits Best
• (33:25) - Wrap Up and Contact

Learn more about United Accountants
https://www.unitedaccountants.com/

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Connect with Our Guest, Karl Paadam

LinkedIn: http://linkedin.com/in/karl-paadam-39730214

Connect with Blake Oliver, CPA

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

Is AI really replacing accountants—or just changing the job? Blake Oliver talks with Capterra analyst David Jani about new survey data showing where AI is gaining traction in accounting, from chatbots and data entry to forecasting and fraud detection. They unpack why 89% of users report ROI, why firms are still struggling to hire, and why weak AI data-handling policies could create serious security problems.

Accounting Trends in 2026: How AI is Changing Work, Skills, and Strategy
https://www.capterra.com/resources/accounting-trends-ai-software-changing-work/

Chapters

• (00:00) - EAP 114
• (01:26) - Survey Methodology
• (04:26) - AI Adoption Today
• (05:39) - Where AI Shows Up
• (19:57) - Staffing Crunch Data
• (24:10) - Manual Work and Spreadsheets
• (26:17) - Next 12 Months Ahead
• (28:11) - 2027 Predictions and Threats
• (32:04) - Where to Place AI Bets

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

Connect with Our Guest, David Jani

LinkedIn: https://www.linkedin.com/in/david-jani-7627872b/

Learn more about Capterra

https://www.capterra.com/accounting-software/

Connect with Blake Oliver, CPA

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

What if AI wipes out the entry-level accounting work firms have relied on for decades? Blake Oliver talks with Sikich managing principal Richard Lynch about the rise of the “super accountant,” why the pyramid-shaped firm may become a diamond, and how AI could force firms to rethink training, billing, and performance metrics. You’ll hear what firm leaders must change now—and what happens to those who don’t adapt.

Chapters

• (00:00) - EAP 112
• (07:41) - Training The Next Gen
• (09:39) - Rethinking Early Career Work
• (14:17) - Learning Review Without Doing
• (18:41) - Automated Tax Prep Reality
• (21:28) - Billable Hour Under Pressure
• (26:33) - Why Timesheets Persist
• (28:21) - Why Hours Persist
• (29:53) - Timesheets Trust and Control
• (30:53) - Preventing Burnout with Targets
• (32:30) - AI Breaks Time Productivity
• (34:39) - Shift from Production to Value
• (37:02) - New Metrics Client and Staff
• (39:13) - Revenue Incentives and Attribution
• (44:24) - Basketball Team Performance Model
• (46:33) - Hours Culture and Team Standards
• (51:34) - Leaders Choose Progression

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Connect with Richard Lynch, CPA

LinkedIn: https://www.linkedin.com/in/richardlynch/
Connect with Blake Oliver, CPA

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

What does the data actually say about where accounting firms are headed? Blake Oliver talks with Chelsea Summers of Inside Public Accounting about the real numbers behind firm performance, pricing, staffing, offshoring, advisory growth, and AI adoption. You’ll hear why top firms aren’t just working people harder, how offshore teams are boosting margins, and why hourly billing may be the biggest obstacle to using technology well.

Chapters

• (00:00) - EAP 112
• (04:45) - Advisory vs compliance mix
• (09:40) - Capacity and burnout signals
• (18:27) - Pricing models and billable hour
• (25:08) - AI ROI and adoption blockers
• (29:37) - About IPA and closing

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Connect with Our Guest, Chelsea Summers

LinkedIn: https://www.linkedin.com/in/chelseasummers620/

Learn more about Inside Public Accounting

http://insidepublicaccounting.com

Connect with Blake Oliver, CPA

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

Blake sits down with Lawrence Zlatkin, VP of Tax at Coinbase, to unpack the state of crypto taxation. From how the IRS treats digital assets as property to the new 1099-DA, stablecoin reporting burdens, and the policy changes Coinbase is pushing for in Washington, this episode covers what tax pros need to know now and where the rules may be headed next.

Chapters

• (00:00) - EAP 111
• (02:11) - What is Form 1099-DA
• (03:08) - Reconciling 1099 data
• (03:53) - Why cost basis matters
• (08:29) - IRS use of gross proceeds
• (12:44) - Crypto tax basics
• (14:07) - Staking and 1099-MISC
• (15:36) - Stablecoins as property
• (17:43) - Reporting thresholds and privacy
• (22:42) - Policy priorities in DC
• (23:47) - De minimis and admin burden
• (28:34) - Charity and appraisal rules
• (30:15) - Foreign investment safe harbors
• (32:20) - Why Congress moves slowly
• (34:56) - Wrap-up and thanks

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Connect with Our Guest

Lawrence Zlatin

https://www.linkedin.com/in/lawrence-zlatkin-880417b
Learn more about Coinbase

https://www.coinbase.com/

Connect with Blake Oliver, CPA

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

What really happens after private equity buys your CPA firm? ParkerGale partner Devin Mathews joins Blake to unpack why partners cheer while staff chafe, how PE drives returns (bill rates, utilization, acquisitions), and what managers should demand: a clear value‑creation plan and a path to upside. They also dig into AI’s true impact—raising the ceiling, squeezing entry‑level work—and why this might be your cue to start an AI‑first firm.

Chapters

• (00:00) - Private Equity Meets AI
• (02:04) - Survey Shock Partners vs Staff
• (04:18) - How PE Boosts Profits
• (06:17) - Culture Clash and KPIs
• (09:29) - The New Owner Speech
• (23:15) - Lessons From Vets and Dentists
• (25:50) - Pricing Power and Workload
• (26:39) - How Firms Decide to Sell
• (27:12) - Deal Tensions Surface
• (27:25) - LOI And Data Deep Dive
• (28:20) - Pricing Pressure And Client Cuts
• (29:48) - Spreadsheet Management Shock
• (33:20) - Career Paths And Trust
• (35:02) - Demand The Value Plan
• (37:13) - Three Problems To Fix
• (40:00) - AI Threat Or Tailwind
• (41:35) - AI Reality Check
• (45:17) - Entry Level Gets Harder
• (48:47) - Start An AI First Firm
• (50:56) - Podcast And Farewell

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Connect with Our Guest, Devin Mathews

LinkedIn: https://www.linkedin.com/in/devinmathews

Learn more about ParkerGale

https://www.parkergale.com/

Connect with Blake Oliver, CPA

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

AI won’t replace accountants—but AI-enabled firms will outcompete them. Blake Oliver sits down with Thomson Reuters’ Elizabeth Beastrom and Kirat Sekhon to map the end-to-end tax workflow, from document intake and auto-population (SurePrep) to delivery and e-sign (SafeSend), and into year-round advisory with CoCounsel and Ready to Advise. Learn how to “kill the questionnaire,” free staff from data entry, build an open tech stack, and turn tax prep into subscription advisory.

Chapters

• (02:49) - Technology Expectations of New Accountants
• (03:38) - The Shift from Desktop to Cloud-Based Tax Software
• (05:14) - Thomson Reuters' Approach to Customer-Centric Tax Technology
• (05:55) - Automation and AI in Tax Workflow
• (10:58) - The Role of SurePrep in Data Entry Automation
• (18:34) - Advisory Services and Ready to Advise
• (24:53) - AI in Onboarding and Knowledge Transfer
• (25:35) - Empowering Junior Associates with AI
• (26:41) - AI in Education and Talent Attraction
• (30:40) - AI's Role in Tax and Accounting
• (33:58) - The Future of AI in Tax Preparation
• (41:59) - AI-Driven Advisory Services
• (47:41) - Practical Steps for Tax Firms to Embrace AI

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Connect with Our Guests

Elizabeth Beastrom

https://www.linkedin.com/in/elizabeth-beastrom/
Kirat Sekhon

https://www.linkedin.com/in/kirat-sekhon-2172022/

Learn more about Thomson Reuters

http://thomsonreuters.com/

Connect with Blake Oliver, CPA

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

You open Excel daily, but are you using AI to make it work for you? While 58% of professionals have tried AI, only 17% use it regularly—a missed opportunity. Join CPA Kyle Ashcraft in this hands-on webinar to learn vibe coding—a no-programming approach using Cursor AI to automate repetitive Excel tasks. Watch Kyle transform messy spreadsheets, organize GL data, and reconcile transactions with simple AI prompts while keeping data secure. You'll get three ready-to-use scripts plus a framework to automate countless tasks and reclaim hours weekly.

(Originally recorded on October 20, 2025, on Earmark Webinars+)

Chapters

• (02:18) - Meet Kyle Ashcraft and His AI Journey
• (02:31) - The Importance of AI in Accounting
• (03:30) - Kyle's Background and CPA Review
• (04:38) - Live Webinar and Audience Interaction
• (05:12) - Kyle's AI Projects and Cursor Introduction
• (07:39) - Data Privacy Concerns with AI
• (17:18) - Practical AI in Excel: Examples and Demonstration
• (20:03) - Getting Started with Cursor
• (23:55) - First Cursor Project: Cleaning Up Excel Data
• (31:38) - Jumping into Financial Document Verification
• (32:50) - Exploring Cursor's Privacy Settings
• (33:48) - Understanding Data Retention Policies
• (36:23) - Comparing Excel Files with Cursor
• (36:48) - Analyzing Complex GL Details
• (42:22) - Using Cursor for Recurring Accounting Tasks
• (49:20) - Leveraging AI for Audit and Analysis
• (50:53) - Practical Tips for Implementing Cursor
• (53:56) - Q&A: Advanced Cursor Features
• (59:04) - Conclusion and Next Steps

Earn CPE for this episode: https://www.earmark.app/c/2854

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Resources

Intro to Cursor PDF Guide - https://mcusercontent.com/02dbcae4a3e3f15021db25a0c/files/deff5647-e0a3-51d7-4225-cf8b3a48532d/Cursor_AI_Quick_Guide.pdf

Webinar presentation - https://ai.maxwellstudy.com/

Connect with Our Guest, Kyle Ashcraft, CPA

LinkedIn: https://www.linkedin.com/in/kyle-ashcraft-cpa-7638a42a

Learn more about Maxwell CPA Review

https://maxwellcpareview.com/

Connect with Blake Oliver, CPA

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

Are you auditing at the speed of risk? Richard Chambers—50-year internal audit veteran and AuditBoard advisor—joins Blake to map the path forward. Hear why AI now ranks as risk #1, how to build continuous risk monitoring, and what “independence, not isolation” means for the three-lines model. Learn where CAEs should start with AI (risk assessment, analysis, reporting), how to audit culture and AI governance, and how to earn audit committee trust with no surprises.

Chapters

• (01:37) - Richard Chambers' Career Journey
• (03:15) - Evolution of Internal Audit
• (05:34) - Emerging Risks in Internal Audit
• (08:13) - AI and Cybersecurity Challenges
• (10:51) - Continuous Risk Monitoring
• (25:30) - Connected Risk and AI Integration
• (27:42) - Introduction to the Three Lines of Defense
• (30:01) - Evolution to the Three Lines Model
• (31:18) - Connected Risk and Collaboration
• (32:08) - AI's Impact on Risk Management
• (35:20) - AI in Internal Audit: Opportunities and Challenges
• (40:32) - The Human Element in Internal Audit
• (44:40) - The Future of Internal Audit and AI
• (54:00) - Conclusion and Final Thoughts

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Connect with Our Guest, Richard Chambers

LinkedIn: https://www.linkedin.com/in/richard-chambers-a5108914/
Twitter: https://x.com/rfchambers
Website: https://auditboard.com/

Connect with Blake Oliver, CPA

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

Live from Boston on the final stop of the Advisory Amplified tour, Blake sits down with James Erving from Fathom and Chris Macksey from Prix Fixe Accounting to explore what advisory services really mean beyond bookkeeping and compliance. Chris shares how his firm requires advisory for all restaurant clients, using industry expertise and operational metrics to guide decisions on everything from menu pricing to expansion timing. The conversation covers the difference between delivering information versus being integral to decision-making, with insights on forecasting, benchmarking, and why visual KPIs help clients with low financial literacy understand their business performance.

Chapters

• (00:22) - Welcome to the Earmark Podcast
• (01:15) - Prix Fixe Accounting: A Niche in Hospitality
• (02:25) - Advisory Services in the Restaurant Industry
• (06:20) - Forecasting and Budgeting for Restaurants
• (06:59) - Getting Started with Advisory Services
• (13:40) - Defining Advisory Services
• (17:35) - The Value of Metrics and Visuals
• (25:24) - Advice for Firms Starting Advisory Services
• (27:40) - Conclusion and Final Thoughts

Sign up to get free CPE for listening to this podcast

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Connect with Our Guests:

James Erving

LinkedIn: https://www.linkedin.com/in/jameserving/

Learn more about Fathom

Official website: http://fathomhq.com

Chris Macksey

LinkedIn: https://www.linkedin.com/in/cmacksey/

Learn more about Prix Fixe Accounting

Official website: https://prixfixe.accountants/

Connect with Blake Oliver, CPA

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

On the fifth stop of the Advisory Amplified tour in Atlanta, Blake sits down with Lisa Gilreath of Acuity and Valerie Heckman of OnPay to discuss what empathetic leadership actually looks like in an industry notorious for long hours and tight deadlines. The conversation covers everything from recognizing when team members are struggling to handling toxic high performers, with real talk about building slack into capacity planning and why unused PTO is a red flag. Lisa and Valerie share concrete steps for creating a culture where people feel supported enough to lean in when it matters most.

Chapters

• (01:17) - Defining Empathy in Accounting
• (02:24) - Implementing Processes to Reduce Stress
• (03:26) - Balancing Workloads and Mental Health
• (10:15) - Client Relationships and Empathy
• (16:42) - Adapting to Change and Hiring for the Future
• (19:07) - Using Data to Spot Problems Early
• (24:35) - Handling Toxic High Performers
• (26:22) - Practical Tips for Leading with Empathy
• (30:55) - Conclusion and Final Thoughts

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Connect with Our Guests:

Valerie Heckman

LinkedIn: https://www.linkedin.com/in/valerieheckman/

Learn more about OnPay

Official website: https://onpay.com

Lisa Gilreath

LinkedIn: https://www.linkedin.com/in/lisa-gilreath-2ba506a/

Learn more about Sorren

Official website: https://sorren.com/

Connect with Blake Oliver, CPA

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

Live from Austin on the Advisory Amplified tour, Blake sits down with Madeline Reeves of Fearless Foundry and Wesley McDonald of Relay to explore what it truly means to be a renegade in accounting: firms that lead clients to somewhere new rather than settle for "the way things have always been done." The conversation explores why top firms aren't afraid to say no to the wrong clients, how transparency in compensation and career pathways can address the talent crisis, and the hard-won lessons learned about building cultures of collaboration over competition.

Chapters

• (00:37) - Defining a Renegade Firm
• (02:18) - Innovative Client Experiences
• (03:56) - Modern Banking and Accounting
• (08:03) - Aligning Business Values
• (10:47) - Renegade Firm Values
• (12:55) - Innovative Leadership and Career Paths
• (26:57) - Mistakes and Lessons Learned
• (32:57) - Conclusion and Final Thoughts

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Connect with Our Guests:

Madeline Reeves

LinkedIn: https://www.linkedin.com/in/madelinefearless/

Learn more about Fearless Foundry

Official website: http://www.fearlessfoundry.com/

Wesley McDonald

LinkedIn: https://www.linkedin.com/in/wmcdonald48/?originalSubdomain=ca

Learn more about Relay

Official website: https://relayfi.com

Connect with Blake Oliver, CPA

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

Blake sits down with Mary Delaney, CEO of Karbon, and Kenji Kuramoto, co-founder of Acuity, to explore how standardizing workflows can unlock growth without sacrificing the artistry of advisory work. They discuss Karbon's acquisition of Aider, the power of time studies to identify automation opportunities, and why getting senior advisors to embrace process requires framing workflow as empowerment rather than micromanagement. Kenji shares lessons from building Acuity's advisory practice and why workflow due diligence became critical during their 14-firm merger with Sorren.

Chapters

• (01:14) - Introducing the Guests: Mary Delaney and Kenji Kuramoto
• (01:31) - Big News: Carbon's Acquisition of ER
• (02:41) - Defining Workflow Revolution in Small Firms
• (04:35) - Kenji's Journey: From Big Four to Acuity
• (07:03) - Challenges in Building Advisory Workflows
• (08:59) - Empowering Teams Through Workflow
• (17:46) - The Importance of Time Studies
• (19:14) - Kenji's Hands-On Approach to Workflow
• (25:16) - The Role of Workflow in Mergers and Acquisitions
• (28:08) - AI and the Future of Workflow in Accounting
• (30:39) - Conclusion and Final Thoughts

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Connect with Our Guests:

Mary Delaney

LinkedIn: https://www.linkedin.com/in/marywdelaney/

Learn more about Karbon

Official website: http://karbonhq.com

Kenji Kuramoto

LinkedIn: https://www.linkedin.com/in/kenjikuramoto/

Learn more about Acuity

Official website: https://acuity.co

Connect with Blake Oliver, CPA

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

Most accounting firms are dramatically underpricing their services, but the fear of losing clients keeps them stuck. Marie Greene and Ryan Embry join Blake for a live conversation in LA about spotting underpricing, having the repricing conversation, and why your worst clients are often the most price-insensitive. Plus, a live role-play demonstration of how to navigate a difficult pricing conversation.

Chapters
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Connect with Our Guests:

Ryan Embree

LinkedIn: https://www.linkedin.com/in/ryan-embree-9463b286/

Learn more about Ignition

http://ignitionapp.com
Marie Greene, CPA

LinkedIn: https://www.linkedin.com/in/mariegreene/
Learn more about Connected Accounting

http://connectedaccounting.co

Connect with Blake Oliver, CPA

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

Recorded live in Seattle at the first stop of the Advisory Amplified tour, Blake sits down with Madeline Reeves (Fearless Foundry) and Lynette O'Connell (Burnout Bestie) to discuss the hard truths about burnout in accounting. Madeline shares how losing half her agency's revenue in 30 days forced her to stop trying to be likable and start building the business she actually wanted, while Lynette explains why nobody was coming to save her after scheduling overnight work shifts to keep up. They break down the three categories of burnout symptoms most accountants miss, why this profession attracts people whose love language is acts of service, and how to stop being the glue holding everything together.

Chapters

• (00:55) - Meet the Guests: Madeleine Reeves and Lynette Oss Connell
• (01:27) - Madeline's Burnout Story
• (04:36) - Lynette's Burnout Journey
• (17:24) - Recognizing Burnout Symptoms
• (20:00) - Strategies to Combat Burnout
• (24:04) - Building a Supportive Community
• (30:37) - Conclusion and Final Thoughts

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Connect with Our Guests:

Madeline Reeves

LinkedIn:https://www.linkedin.com/in/madelinefearless/

Learn more about Fearless Foundry

Official website: http://www.fearlessfoundry.com

Lynette Oss Connell

LinkedIn: https://www.linkedin.com/in/lynnette-oss-connell-cpa/

Learn more about Burnout Bestie

Official website: https://www.burnoutbestie.com/

Connect with Blake Oliver, CPA

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