Blake Oliver
Founder and CEO of Earmark CPE
Appears in 499 Episodes
Another AI Startup Aims to Eliminate Accountants
Georges raises $11.2 million to automate accounting, Canopy releases tax prep software, IRS to stop faxing, Free File stripped from IRS bill, continuous testing is in ...
Accounting Salon Interviews: Amanda Aguillard of Elefant Training
David and Blake catch up with Amanda Aguillard, founder of the Accounting Salon, a different sort of accounting-focused gathering in its second year in New Orleans. Am...
QuickBooks Live Could be a Top 100 Firm by 2020, Fake Bots from Google, Roger Raises $7.35M to Automate Accounting with AI, and Why the NSA Might be to Blame for the CCH Malware Attack
Blake crunches the numbers and figures that if Intuit meets its publicly stated goals, QuickBooks Live will likely be a $60 million per year accounting firm by 2020, (...
Accounting Salon Interviews: Kenji Kuramoto of Acuity
David and Blake catch up with Kenji Kuramoto, CPA, at the 2019 Accounting Salon in New Orleans. Kenji shares how his Atlanta-based firm Acuity is taking the reverse tr...
Over 6 Million Small Businesses Using Cloud Accounting: QuickBooks and Xero Numbers Compared
We dig into the latest Intuit and Xero earnings reports to figure out who is winning the battle to conquer the world of small business cloud accounting. Also, one cont...
Intuit Grows More Defensive, CCH Gets an IRS Extension, QuickBooks Live Quintuples, and Xero Has a New Americas President
This week, ProPublica got its hands on an internal video from Intuit CEO Sasan Goodarzi to his 9,000 employees defending the company's actions before and after the Fre...
Wolters Kluwer Cloud Tax Products Go Down for Almost a Week After Malware Attack
This past week, Wolters Kluwer's CCH tax software division suffered a malware attack. In response, the company took offline a number of CCH products for 3 to 4 days, c...
How Intuit and H&R Block May Have Tricked Low-Income Americans into Paying to File Their Taxes
We go in-depth on ProPublica's IRS Free File investigation that has implicated H&R Block and Intuit in misleading schemes to push taxpayers who could have gotten their...
Is Intuit marketing QuickBooks with Live Bookkeeping to clients of ProAdvisors?
David found some more Visor reviews (they aren’t so great); how personalized service is one way traditional accounting firms can compete against these new “accounting ...
Visor fails, Pilot raises, and the arrogance of the tech industry in accounting
Rachel Fisch joins the podcast as our special guest! We discuss David’s investigation of Visor, which did NOT have a great busy season. In other news, Zoom is about to...
Congress to ban IRS from creating online tax filing software, more CPA firms allowing work from home, update on QuickBooks Online Advanced, and how to brainwash your staff with an app
The house passed a bill permanently banning the IRS from creating its own free online tax preparation software; as cashless stores grow, so does the backlash; at least...
The top benefit employees want is unlimited PTO (but most CPA firms don’t offer it), how you can evolve to compete with platforms, and California spent $1B on accounting software that doesn't work
Intuit is hiring in West Virginia; a new study says the top benefit employees want is unlimited paid time off, but not many CPA firms offer it; what accountants and bo...
Small biz owners not happy with Intuit's new rate limits, details on the latest QuickBooks Live test, how to start a virtual bookkeeping business, and more
Here's your weekly accounting and bookkeeping news roundup (with a tech-focused twist). Thanks for listening! Follow and tweet @BlakeTOliver and @DavidLeary. Find us o...
QuickBooks Live, busy season Saturdays, the gender pay gap, bans on cashless stores, upcoming accounting conferences, and more
Here's your weekly accounting and bookkeeping news roundup (with a tech-focused twist). Thanks for listening! Follow and tweet @BlakeTOliver and @DavidLeary. Find us o...
Could the tax-filing deadline be extended? Also, why accountants should be worried about bots and fake AI startups, and Canopy lays off 40% of its staff
In this week’s accounting news roundup: how tax season could be extended by 5 weeks, the latest QuickBooks updates and problems with new usage limits, Louisiana gave o...
Congrats to the Top 50 Women in Accounting! Also, details on Intuit’s “Expert Connections” test, how many accounts you should have in your CoA, and more
Shoutouts to some of our favorite people on the new Top 50 Women in Accounting list by Practice Ignition, details on “Intuit Expert Connections,” another test that Int...
QuickBooks Live on the Intuit earnings call, how GoDaddy’s “do it with me” program could be a harbinger for ProAdvisors, community feedback on QuickBooks Live, and why job switchers make more money
Can you believe it? A question about QuickBooks Live made it into the latest Intuit earnings call! In other Intuit news, the company recently caught and stopped a hack...
Interview and demo with Botkeeper CEO Enrico Palmerino on Facebook Live
This bonus episode of the Cloud Accounting Podcast features an extended interview with Enrico Palmerino, CEO of Botkeeper, and his technical director Justin DoBosh. Th...
It’s people! The Botkeeper investigation continues; Avalara buys AI tech; Intuit earnings; new limits in QuickBooks; and more
We dig into the Botkeeper website, press coverage about the firm, the CEO’s public statements, and review sites to try and figure out what exactly Botkeeper claims to ...
Is Botkeeper singing a different tune? Follow up on QuickBooks Live, IRS internal controls are a joke, a VERY expensive accounting textbook, and JP Morgan is getting into the blockchain game
In November 2018, Botkeeper raised $18 million to use AI and machine learning to automate bookkeeping. Following the round, founder and CEO Enrico Palmerino said that ...
What we know so far about QuickBooks Live, Intuit’s “test” of assisted bookkeeping services; FreshBooks adds double entry accounting; KPMG UK gives up on SMB accounting; and more
Blake and David review what we know so far about QuickBooks Live, Intuit’s “assisted bookkeeping” service that the company was seemingly attempting to launch under the...
The “hybrid” skills that tomorrow’s jobs will require, humans come out on top at the world’s first robot hotel, why leaders shouldn’t worry about absenteeism, and more
A bunch of app news, including Xero’s “improved” bank feeds sign up process, Dropbox acquiring HelloSign, a pet services app merger, and Stripe raising more money. For...
Is Intuit launching an Uber for Bookkeeping? Thoughts on "QuickBooks with Live Bookkeeping," and more
According to a new pricing page on the QuickBooks website, Intuit is now offering QuickBooks software plus access to “real bookkeepers to help you manage your business...
Xero wants to change the definition of “accountant,” Expensify drops the first rap video about expense reports, meanwhile EY’s own expense app is “hot garbage,” and more
For all the latest news about accounting technology, listen to the latest episode of the Cloud Accounting Podcast!
The Super Bowl meets expense reports, nurses beat accountants for honesty & ethics, tax season could get ugly given the shutdown, another new $99 tax service for the masses, and more
In this episode: David shares his experience at the AICPA Annual Executive Roundtable for software vendors, Super Bowl LII will feature an ad about expense reports, ta...
Accounting salaries stagnate, KPMG is on 'The Bachelor,' Plaid buys Quovo, TaxJar raises $60M for sales tax automation, why the virtual office doesn’t work for CPAs, and more
Blake and David dig into the lack of growth in accounting salaries despite the tight job market, KPMG’s representative contestant on this season of “The Bachelor,” Pla...
What the government shutdown means for accountants, why perks no longer cut it for workers, and how 2019 is going to be the year of instant payments
The federal government may be shut down but the Cloud Accounting Podcast continues! Blake and David are back in 2019 with an episode all about what the shutdown means ...
2019 Predictions! Also, Isaac Asimov predicted the computer automation revolution, Mindbody to be sold, senators prod regulators on FinTech, and what’s new in QBO
Blake and David discuss all the trends continuing into 2019, their own predictions for the new year, what Isaac Asimov got right about the world in 2019 (it’s creepy h...
KPMG to fine staff for late time sheets, Square wants to be a bank, real-time payroll for workers, Flux raises 7.5M, and the case for a 6-hour workday
Despite bumper payouts to partners, the UK branch of KPMG announced it will be imposing penalties of £100 on staff who turn in their time sheets late. Meanwhile, the l...
David’s takedown of accounting social media “influencers,” Scaling New Heights adds Xero, Right Networks acquires Propelware, Plaid raises $250M, Expensify gets personal, & more
David is tired of “social media influencers” who have no real experience acting as experts on social media, pumping the latest product or app that writes them a check....
