Blake Oliver
Founder and CEO of Earmark CPE
Appears in 499 Episodes
KPMG and Deloitte are going after your small business clients, Danny DeVito is your new QuickBooks coach, and how automation could worsen the digital divide
Blake and David discuss KPMG’s new small business tax and accounting offering “KPMG Spark,” Deloitte’s similar venture into SMB accounting called "ctrl by Deloitte,” I...
The time has come for cloud ERP, where top US banks are betting on FinTech, America needs more accountants in Congress, and more
Blake and David share news and stories about the era of cloud ERP, blockchain, banking investments in FinTech, multi-factor authentication, why America needs more acco...
What Intuit’s quarterly results say about its battle against Xero, how high growth accounting firms are eating the world, why blockchain won’t eliminate accounting, and more
Intuit’s Small Business Online Ecosystem Revenue increases 42 percent in its latest quarterly results; takeaways from QuickBooks Connect from Matt Paff and Sholto Macp...
Takeaways from the AICPA Controllers Conference, what’s new at Xerocon London, and how AI is catching expense report fraud
Blake chats with Amy Vetter at the AICPA Controllers Conference about how modern modern accounting departments are refocusing to become proactive service centers as op...
Accountants feeling challenged to adapt to new tech, Intuit’s plans to win the mid-market, and Sage Group’s new CEO is no big surprise
Blake and David are back from QuickBooks Connect and ready to catch up on the news, including the results from two surveys of accounting firms published recently in Ac...
LIVE from QuickBooks Connect! [Day 2] #QBCONNECT
Blake and David are LIVE at QuickBooks Connect in San Jose discussing the new and upcoming QuickBooks features announced at Day 2 of the annual conference (Main Day).
LIVE from QuickBooks Connect! [Day 1] #QBCONNECT
Blake and David are LIVE at QuickBooks Connect in San Jose discussing the new and upcoming features announced at Day 1 of the annual conference (Accountant Day).
Takeaways from Intacct Advantage, David joins AutoEntry, results from Intuit’s annual rate survey, and more
What’s new with Sage Intacct from the Intacct Advantage conference in Nashville; David has joined the AutoEntry team as their Principal Technology Evangelist; results ...
Contactless payments on the rise, the case for a 4-day workweek, 12 signs your firm is outdated, and more
Contactless and electronic payments are on the rise with consumers; the case for a 4-day workweek (and why it’s not so crazy); Microsoft debuts an expense app; how ema...
These two entrepreneurs say "don’t outsource accounting,” RDP risks, and remote accountant policies
Only 53% of accountants' clients are ready for the UK's "Making Tax Digital" launch in 6 months; two entrepreneur speakers advise other entrepreneurs never to outsourc...
How Kruze Consulting is specializing and automating, leading the way in accounting & finance for startups
Scott runs Operations at Kruze Consulting, a fast growing Startup CFO Consulting firm that works with over 160 startup clients. Kruze is based in San Francisco with cl...
The beginning of the end for QuickBooks Desktop, NetSuite soars, and Walmart deploys blockchain in the real world
Blake and David reconnect to talk about what's new in the worlds of QuickBooks and NetSuite. Intuit is discontinuing their QuickBooks Desktop Advanced ProAdvisor Certi...
ASC 606 is wreaking rev rec in biotech. Here's how one tech-savvy accountant aims to fix it.
Paul Giese is an accounting manager in the biotechnology industry and the founder of intheBlk software, a collection of web-based tools for biotech accountants. Pau...
How blockchain will change accounting with Dr. Sean Stein Smith
Dr. Sean Stein Smith, DBA, CPA, is an Assistant Professor at Lehman College in New York. He is a member of the 2017 AICPA Leadership Academy and was named a "40 Under ...
Two future career paths for accountants, how billable hours drive away Millennials, and more
Levi Morehouse of Ceterus outlines how technology is shaping two future career paths for accountants; Jeff Bezos shares how he structures his day to be most effective;...
Sage Group ousts CEO Stephen Kelly amid faltering cloud transformation
David is back from his well-deserved vacation and ready to discuss with Blake Sage’s sudden move to oust Stephen Kelly as chief executive. Chairman Donald Brydon repor...
Heather Smith on going from management accounting to cloud accounting, to one million views on YouTube
Heather Smith is a chartered accountant, business and technology writer, author of eight books (including Xero for Dummies). Her educational YouTube channel has been v...
Are accounting firm partners just franchisees? Also, how Square could make cryptocurrency go mainstream
CPA Practice Advisor has announced their annual “40 Under 40” in the accounting profession for 2018. Congrats to our friend and interview victim Dr. Sean Stein Smith f...
Guy Pearson of Practice Ignition on building an accounting firm from scratch that could scale up without him
Guy Pearson, founder of Practice Ignition, turned down an offer of partnership in an accounting firm at age 24 to travel around the world for a year. After running out...
Intuit’s CEO steps down, Sage downgraded by Deutsche Bank, Thomson Reuters shows up to the dance, and Xero’s big mistake
David shares the big news that Brad Smith is stepping down from the CEO role at Intuit after 11 years guiding the transformation of Intuit from a U.S.-centric desktop-...
Excel's got a new World Champion and how CAS can cause lots of liability
Blake and David chat about three things this week: 1) A 15-year-old is the new Microsoft Excel world champion, 2) How businesses are failing to help employees keep up-...
Jamie Shulman on Xero acquiring Hubdoc and the generational accounting shift
Jamie Shulman, Co-Founder, Co-CEO at Hubdoc, joins the podcast to talk about Xero's acquisition of Hubdoc, how that came about, what it means for non-Xero users, and w...
Geni Whitehouse on niching for the wine industry & building confidence as a public speaker
Geni Whitehouse shares how her CPA firm carved out a niche serving the wine industry — not just with marketing mumbo jumbo but with a proprietary industry scorecard th...
Gusto raises $140M, Xero acquires Hubdoc, why the IRS should allow taxpayers to use U2F keys, and the open office under attack
The Government Accountability Office (GAO) has recommended the use of phishing-proof FIDO security keys to prevent tax scams. Also this week: payroll and HR provider G...
All the ways the cloud can fail you: NetSuite goes down, why you need multifactor authentication, ComplyRight breached, and YouTube bans Hector Garcia
Blake shares his thoughts on the first year of the Accounting & Finance Show LA under new management, then David & Blake discuss the latest accounting news, including:...
Ed Kless on thriving as a business iconoclast, his Libertarian politics, and the lie of timesheets
Ed Kless joins the podcast to talk about how he's managed to thrive as a "business iconoclast" in a corporate environment, why he is a Libertarian, why timesheets are ...
Intuit sells its data center, Xero selects Gusto for U.S. payroll, & Certify acquires Abacus
The Today Show asks "What is 'The Cloud?'", Intuit sells its data center and plans to move everything to Amazon Web Services, Xero dumps its own U.S. payroll product i...
Matt Paff on how Xero & Intuit are coming for the mid-market and that the future of accounting technology is platforms
Matt Paff joins the podcast to discuss what he means by his article "Hey Mid-Market, Xero and Intuit are coming!" on Digital First. We learn about the vary definitions...
Midmarket vendors: Watch your back! Also, how labor costs will skyrocket over the next decade, and Bill.com goes global
David & Blake discuss Matt Paff's article, "Hey Mid-Market, Xero and Intuit are coming!" a study predicting that highly skilled labor costs will skyrocket over the nex...
The new 1040, California does its own GDPR, and better education for accountants
Donny Shimamoto joins the podcast to chat about the IRS's new "postcard sized" 1040 form, the potential consequences of California's new privacy law for businesses, an...
