Creators and Guests

Blake Oliver
Host
Blake Oliver
Founder and CEO of Earmark CPE
Appears in 451 episodes
David Leary
Host
David Leary
President and Founder, Sombrero Apps Company
Appears in 439 episodes
Aaron Harris, CTO, Sage
Guest
Aaron Harris, CTO, Sage
Aaron is responsible for Sage’s technology strategy and software architecture. He has more than 20 years of high-tech engineering experience in business applications and software development strategies. Previously a founding leader of Sage Intacct, acquired by Sage in 2017, Aaron led the company’s product vision and technology direction, establishing Sage Intacct as the innovation leader in cloud financial management solutions. You can follow Aaron on Twitter @AaronRHarris
Appears in 2 episodes
Aaron Van Ruler
Guest
Aaron Van Ruler
Innovation Strategist, Rightworks
Appears in 1 episode
Adrienne Gonzalez
Guest
Adrienne Gonzalez
Managing Editor @going_concern | accounting shit | disruptive before it was cool | comment section gatekeeper | 🚲 life | new twitter acct (obvs)
Appears in 1 episode
Akshay Shrimanker, CPA
Guest
Akshay Shrimanker, CPA
CEO/Founder of Shay CPA P.C. CPA, Quickbooks ProAdvisor, Deep expertise in Early Stage Tech Company Accounting, Tax Compliance, and R&D Tax Credits.
Appears in 1 episode
Amanda Aguillard
Guest
Amanda Aguillard
COO at Padgett Business Services
Appears in 1 episode
Amber Setter
Guest
Amber Setter
Chief Enlightenment Officer | Conscious Public Accountants - Amber Setter is the chief enlightenment officer for Conscious Public Accountants, whose mission is to guide accountants back to their wholeness. She is a national expert on building coaching cultures within the accounting profession. Her professional experience includes serving as an internal and external coach, facilitating and coaching within leadership development experiences, and building a nationally recognized learning and development function. She holds a Masters in Leadership Studies from the University of San Diego and a Bachelors in Business Administration, Accounting from San Jose State University. She is a graduate of Accomplishment Coaching — an ICF accredited Coaches Training Program — and also completed their Advanced Leadership Program as a Mentor Coach. She is an inactive CPA and an ICF Professional Certified Coach, and was recognized by CalCPA as a Woman to Watch in the Experienced Leader Category.
Appears in 1 episode
Ben Richmond
Guest
Ben Richmond
Country Manager, United States @Xero
Appears in 2 episodes
Bonnie Forssell
Guest
Bonnie Forssell
Bonnie Forssell is the Chief Financial Officer of Vitamin Angels, a public health nonprofit working to improve nutrition and health outcomes in low-resource settings worldwide. As the CFO, her focus is on overseeing the strategic direction of the $100m+ organization, international expansion, and ensuring all funds raised are used as efficiently as possible in order to advance the mission of the organization. Additionally, she leads the Finance, IT, HR, and Legal/Compliance teams at Vitamin Angels. She has a Masters in Accountancy from the University of Missouri – Columbia and is a licensed CPA (inactive).
Appears in 1 episode
Chad Davis
Guest
Chad Davis
Co-founder & Partner at LiveCA LLP
Appears in 1 episode
Chayton Farlee
Guest
Chayton Farlee
Research Intern, University of the Pacific - Eberhardt School of Business
Appears in 1 episode
Chris Vanover
Guest
Chris Vanover
Appears in 1 episode
Connor Wray
Guest
Connor Wray
A passionate and driven individual, Connor is currently serving as the Chief Financial Officer of Jonny Pops, LLC, a business he helped create in 2011. Connor oversees a growing team of individuals producing JonnyPops products, a broadening sales organization, and is responsible for the organization's financial management. Connor graduated from St. Olaf College in 2014 with Distinction in Economics and a Computer Science major.
Appears in 1 episode
David Barrett
Guest
David Barrett
David is a lifelong programmer who founded Expensify in 2008 and built it into the most popular preaccounting platform on the planet. He’s recognized as one of the world’s top network engineers, having created Expensify’s blockchain-powered database a year before Satoshi’s white paper on Bitcoin. Prior to Expensify, David led engineering for Red Swoosh — which was acquired by Akamai Technologies in 2007 — and held various roles in 3D graphics and VR development. When he’s not fearlessly leading Team Expensify from Portland, David enjoys playing Minecraft with his daughter.
Appears in 1 episode
David Knoble
Guest
David Knoble
David has over 25 years of experience as a North and South Carolina CPA, including a BS in Business Administration and Masters of Accounting from Kenan-Flagler at UNC Chapel Hill. ‘Big Six’ audit experience and real-estate experience as the CFO of a $100 million company, assisting in the ultimate sale of the company to a southeastern regional builder, has given David significant industry experience. He also has Litigation Support experience in federal court and his service on local and state non-profit boards rounds out his ability to successfully help integrate financial statements, tax planning, capital planning, and exit strategies for his clients.
Appears in 1 episode
Dominic Piscopo
Guest
Dominic Piscopo
Passionate about entrepreneurship within the accounting industry. I founded Big4Transparency.com to bring salary transparency to the accounting industry and have helped serve hundreds of thousands of CPAs since, giving them access to quality salary data as well as helping them find their next role.
Appears in 1 episode
Dr. Cameka Smith
Guest
Dr. Cameka Smith
Believer, Investor, Speaker, @Adweek Brand Star & @Forbes Next 1000. Founder of award-winning platform @TheBOSSNetwork 💻@BOSSOnCampus 👩🏾‍🎓#BOSSImpactFund 💰
Appears in 1 episode
Dr. Josh McGowan, CPA
Guest
Dr. Josh McGowan, CPA
I teach accounting to students, investors, and business owners. Feel free to ask me anything accounting! Go Trojans!
Appears in 1 episode
Erica Goode, CPA
Guest
Erica Goode, CPA
Accounting for Coaching & Consulting Companies
Appears in 1 episode
Evan Goldberg, Executive Vice President and Founder, NetSuite
Guest
Evan Goldberg, Executive Vice President and Founder, NetSuite
As the founder and EVP of Oracle NetSuite, I understand that a business starts with an idea, but it succeeds because of the people. At NetSuite, we have grown from a small office above a hair salon into a global organization that now works with more than 32,000 customers in 217 countries and dependent territories.
Appears in 2 episodes
Geoffrey Brown, CAE
Guest
Geoffrey Brown, CAE
Geof Brown, CAE, is president and CEO of the Illinois CPA Society (ICPAS), one of the largest state CPA societies in the nation. Brown also serves as president and CEO of CPAs for the Public Interest and ex-officio board member of the CPA Endowment Fund of Illinois. In 2023, Brown was named to Accounting Today’s Top 100 Most Influential People in Accounting list. A seasoned certified association executive (CAE), Brown has more than 23 years of experience as an association professional. Before joining ICPAS in 2022, he served as CEO of the National Association of Personal Financial Advisors (NAPFA), the nation’s leading professional association of fee-only financial advisors, for nine years. Prior to NAPFA, Brown was an account executive with Sentergroup, an association manager at SmithBucklin Corporation, and held multiple positions with North-American Interfraternity Conference. Brown served as the board chair for Association Forum and is an active member. He also serves on the American Accounting Association Foundation Board of Trustees, is an active member in the American Society of Association Executives, and is a board member with the AIDS Foundation of Chicago and the Association of Fraternal Leadership & Values. Brown earned his bachelor’s degree in government and politics from the University of Maryland.
Appears in 1 episode
Giles Pearson
Guest
Giles Pearson
After 18 years as a private business partner at PwC, I co-founded Accountests after becoming frustrated with the lack of certainty when hiring accountants. Does a potential recruit actually possess the necessary technical accounting skills to perform their role? Too many times when working with clients I saw the costly, time consuming and confidence-eroding impact of that gap between anticipated and actual ability of the accountants and bookkeepers they employed. So, I teamed up with Psychometric testing expert Steve Evans and we went about developing a set of tests to verify technical accounting skill levels for a variety of different roles. To the best of our knowledge, we are the only global provider of aptitude tests made by accounting experts, for accountants. Our customers tell us they love our tests and the cost-effective peace of mind the tests provide. If you want to start making informed accounting and bookkeeping hiring decisions, get in touch with us today.
Appears in 1 episode
Heidi Henderson
Guest
Heidi Henderson
I am a Tax Consultant and Real Estate Investor, and podcast host of Healthy, Wealthy & Wise. I advise clients on the application of Tax Efficiencies relating to their investments both directly and indirectly. My education is in Accounting but my entrepreneurial spirit has led me through many business ventures. But I love finding money for people who didn't know it was there! Cost Segregation, 179D deduction, 45L credits, R&D tax credits, Historical Tax Credits, Conservation Easements, Opportunity Zones, Alternative Investments, and Captive Insurance are a few tools we can help you with. As the Executive Vice President and Board Member of Engineered Tax Services I help plan for growth and operational improvements internally, while working externally with investment minded individuals to optimize their investment. I also teach over 30+ Continuing Education courses annually to CPA's, Design Build Professionals and Real Estate Professionals across the U.S. If synergies are apparent, please send me a connection request and let's see how we can work together.
Appears in 1 episode
person
Guest
Jack Castonguay
Jack Castonguay, PhD, CPA is an assistant professor of accounting at Hofstra University and vice president of strategic content development at Surgent Accounting and Financial Education. He has a BBA and MS in accounting from James Madison University and a PhD in accounting from the University of Tennessee. He holds an active CPA licensce in VA and NY. He has published articles in The CPA Journal, Strategic Finance, and Accounting Perspectives and has been quoted in the Wall Street Journal, Bloomberg News, and CFO Dive. Jack lives in NYC with his two dogs, Gatsby and Mr. Feeny.
Appears in 1 episode
Jason Sheehan
Guest
Jason Sheehan
Jason Sheehan CPA, Director of Finance, Griid
Appears in 1 episode
Jeff Phillips
Guest
Jeff Phillips
Chief Executive Officer at Padgett Business Services
Appears in 1 episode
Jennifer Cryder
Guest
Jennifer Cryder
Chief Executive Officer at PICPA » CPA | MBA | Accounting & Finance Leader
Appears in 1 episode
Jennifer Herbert
Guest
Jennifer Herbert
15+ years in all areas of Accounting, including Intercompany, financial reporting, month-end close, fixed assets, Accounts Payable and Receivable and bank reconciliations. Project accounting, prepare personal, partnership and corporate tax returns. Forensic Accounting with strong attention to detail. Hospital accounting, including reporting for Medicare/Medicaid. Prepare yearly budgets.
Appears in 1 episode
Jeremy Wells, PhD, CPA, EA
Guest
Jeremy Wells, PhD, CPA, EA
💼 Helping independent knowledge workers build sellable businesses 🎙 Host JWellsCFO Show 🎙 Co-host @CPAAdvisoryShow 👨‍👩‍👧 Husband & father 💬 DMs open
Appears in 1 episode
Jerry Maginnis
Guest
Jerry Maginnis
Senior Advisor, Board Member, Audit Committee Chair and Author
Appears in 1 episode
Joe Woodard
Guest
Joe Woodard
Host - "Scaling New Heights Conference." CEO of Woodard, providing education, coaching, resources and professional communities for accountants and bookkeepers.
Appears in 1 episode
Keila Hill-Trawick, CPA, MBA
Guest
Keila Hill-Trawick, CPA, MBA
Keila is the go-to expert for business owners looking to keep their financials in check. She is a fierce accountant who takes her work very seriously and is keenly aware of the fears associated with finances. She has created a safe space for business owners to face their fears head on, helping countless clients save money on taxes, avoid financial pitfalls, and achieve their financial goals. With over two decades of experience in taxes and accounting, Keila’s portfolio of clients includes coaches, consultants, makers and service providers across all industries.
Appears in 1 episode
Lexy Kessler
Guest
Lexy Kessler
Chair, National Pipeline Advisory Group
Appears in 1 episode
Linda Wedul, CAE
Guest
Linda Wedul, CAE
President at Minnesota Society of CPAs
Appears in 1 episode
Liz Wilke, PhD
Guest
Liz Wilke, PhD
Chief Economist, Gusto
Appears in 1 episode
Matt Foreman
Guest
Matt Foreman
Tax lawyer and sports fan
Appears in 1 episode
person
Guest
Matthew May
Accounting translator for entrepreneurs
Appears in 1 episode
Matthew Woodcock
Guest
Matthew Woodcock
Accounting Manager at Sprague Pest Solutions
Appears in 1 episode
Michael Card
Guest
Michael Card
Excellence and innovation in one of the oldest professions in the world. I strive to do my work in the best way I know how; doing things right the first time, every time. I know how to work hard and find solutions to the many unique problems that arise when growing a business. I use the framework that accurate, integral accounting and finance practices provides to inform decisions and take action to ensure lasting, meaningful growth.
Appears in 1 episode
Miguel Otchere-Marshall
Guest
Miguel Otchere-Marshall
An entrepreneur that specializes in small business financial management. Running a business has always been a passion of mine. I took the time to learn the ins and outs of exactly what it takes to take a business to the next level. Building scalable financial systems is the most important component of sustaining a profitable business.
Appears in 1 episode
Mike Moïse
Guest
Mike Moïse
Servant • Haitian • Finance advisory to tech + biopharma CFOs • #SVBWarRoom/#SVBDebrief 🎙 @weleadwithvalue | Own Views.
Appears in 1 episode
Patrick White
Guest
Patrick White
SF Software Entrepreneur, CEO @BitwavePlatform (Crypto Accounting) Angel investor, bitcoin fan. Former @Synata, @Cisco, @Microsoft
Appears in 1 episode
Paul Barnhurst
Guest
Paul Barnhurst
I am a total finance and Excel Nerd.
Appears in 1 episode
Peter Olinto
Guest
Peter Olinto
Global Lead Instructor, UWorld
Appears in 1 episode
Rafael Casas
Guest
Rafael Casas
Vice President at @BitwavePlatform 🌊 | Member of @WallStreetBTC | @Oracle, @Netsuite, @SageGroupPLC alum
Appears in 1 episode
Randy Crabtree, CPA
Guest
Randy Crabtree, CPA
Dad, Husband, CPA, Host of The Unique CPA Podcast, Speaker, Writer, Craft Beer Enthusiast, Stroke Survivor.
Appears in 1 episode
Reynaldo E. Arellano CPA PFS CGMA
Guest
Reynaldo E. Arellano CPA PFS CGMA
Reynaldo Arellano is a Certified Public Accountant (CPA) with professional designations as a Personal Financial Specialist (PFS) and Certified Global Management Accounant (CGMA). In addition to providing traditional CPA services such as bookkeeping, accounting, and taxes (planning, compliance, and representation) his Firm also offers tactical CFO services and strategic business advisory services. Mr. Arellano started in the financial profession as a Big 8 auditor, then an accounting software consultant, then a Controller eventually becoming a CFO, and held NASD and life insurance licenses (presently inactive). Mr. Arellano has consistently proven to have the highest levels of integrity, intelligence and innovation. He has held numerous managerial (C-suite) and leadership (board of directors) positions within corporations and non-profit organizations.
Appears in 2 episodes
Roger Knecht
Guest
Roger Knecht
Roger Knecht is president of Universal Accounting Center, a post-secondary school for accounting professionals. With over 20 years of marketing, sales, HR & operations experience, Roger Knecht has helped thousands of business owners work ON their businesses to increase revenue, improve profits and build value. His strong work ethic and collaborative style delivers reliable, high-quality results for business owners. Roger’s podcast, Building the Premier Accounting Firm, keeps accounting professionals on the cutting edge of the industry offering quality bookkeeping, accounting and tax services. He hosts discussions with some of the accounting world’s best minds and shares actionable insights for firms. Roger is the author of “Your Strategic Accountant” and “Your Profit & Growth Expert”, each written to help business owners understand what they can expect from the accounting profession.
Appears in 1 episode
Roger Philipp, CPA, CGMA
Guest
Roger Philipp, CPA, CGMA
Chief Creative Officer at UWorld
Appears in 1 episode
Ron Baker
Guest
Ron Baker
Quest: To bury the billable hour and timesheets. Founder of VeraSage Institute. Radio Talk-Show Host, The Soul of Enterprise, on @VoiceAmericaTRN
Appears in 1 episode
Ron Saharyan
Guest
Ron Saharyan
I believe you should have a business that supports you…not the other way around.
Appears in 1 episode
Sharon Lassar, Ph.D., CPA
Guest
Sharon Lassar, Ph.D., CPA
Director, School of Accountancy at University of Denver
Appears in 1 episode
Steve Hare
Guest
Steve Hare
CEO @Sagegroupplc - passionate about supporting people that make organisations thrive #saas #customers #colleagues #innovation Volunteer @CVYP0 @SageFoundation
Appears in 1 episode
Susan S. Coffey, CPA, CGMA
Guest
Susan S. Coffey, CPA, CGMA
Chief Executive Officer – Public Accounting at the Association of International Certified Professional Accountants
Appears in 1 episode
Ted Callahan
Guest
Ted Callahan
Dir of Accountant Strategy and Partnership at Intuit. Former: seed-stage VC founder, prof. svcs, non-profit leader. Wannabe guitarist.
Appears in 1 episode
Terrell Turner
Guest
Terrell Turner
After years of helping fortune 500 companies and PE backed firms grow, we decided to share all of our insights through multiple shows and our online university.
Appears in 1 episode
TJ Lewis
Guest
TJ Lewis
Innovation Strategist, Rightworks
Appears in 1 episode
Wayne Berson
Guest
Wayne Berson
Wayne Berson has been the CEO of BDO USA, P.C. since 2012, during which time BDO has grown from BDO USA has grown from $600 million to $2.8 billion. He previously served as the Atlantic Assurance Regional Managing Principal, and from 2010 through 2012 as Chairman of the BDO USA Board of Directors. Wayne has been the Chair of the Global Board of Directors of BDO International, Ltd. since 2014. He has more than 30 years of experience in all phases of client service and accounting practices and has served as the responsible principal in a variety of industries, many of which are deeply involved in multinational operations. Wayne has been interviewed in national accounting publications such as Accounting Today, Fortune, Journal of Accountancy, Practical Accountant, The Financial Times, and The Wall Street Journal. He has been named as one of the Washington D.C. region’s 100 most powerful business leaders as well as one of Accounting Today’s managing principal elites, named to the NACD Directorship 100, and since 2013 has been included in Accounting Today’s annual list of the top 100 most influential people. In 2016 he was presented with the year’s GWSCPA Outstanding Service to the Profession Award. Wayne is a graduate of the University of Cape Town (B.Comm, Accounting) and the University of South Africa (Accounting Science degree, Honors).
Appears in 1 episode
Yoseph West
Guest
Yoseph West
Yoseph West is the Co-Founder & CEO of Relay, an online banking and money management platform that puts small businesses, and their advisors—accountants and bookkeepers—in complete control of their cash flow. Before Relay, Yoseph led marketing at Hubdoc, joining the company when it was at zero revenue and leading its growth until Hubdoc’s eventual acquisition by Xero. Prior to that, Yoseph also co-founded Vuru, a financial analysis product that was acquired by Wave Accounting. He later joined Wave Accounting (now H&R Block) to lead the company's product engagement and monetization efforts.
Appears in 1 episode
Broadcast by