Blake Oliver
Founder and CEO of Earmark CPE
Appears in 507 Episodes
From Carpet Cleaner to CPA: An Accounting Student's Journey
Blake and David talk with Chayton Farlee, an accounting student at the University of the Pacific, about his journey into accounting and his thoughts on the profession....
Beware of E-Filing Your Tax Return
Blake and David discuss a wealth of timely topics, including the risks of filing taxes electronically versus by mail, the impact of the 150-hour rule on diversity in t...
Building a Bank for Accountants and Small Businesses
Yoseph West joins Blake and David to examine Relay Financial's background and their ambition to solve banking problems by becoming a bank themselves, designing the ide...
What to Do if You Can't Find an Accountant for Tax Season
CNBC tells taxpayers to seek out EAs if they can't find a CPA, crypto fraud by a pastor who claims God told him to do it, issues with IRS taxpayer notices and filing, ...
Listener Mail: Finding Balance with Tech & CPA Pipeline Problem
This week, Blake and David Leary sort through the mail and respond to a variety of listener emails and voicemails. Amongst the topics covered, they explore working as ...
How To Take The Pain Out Of Busy Season
Blake and David discuss the challenges of busy season and achieving work-life balance as accountants. They also debate the value and investment risks of cryptocurrency...
Pay Transparency Website Levels Playing Field for Accountants
Dominic Piscopo is the founder of Big4Transparency.com, an accounting salary transparency website. Dominic was inspired to start the site based on his experience disco...
Survey Says 80% of CPAs Support Alternatives to 150 Hours
Blake and David mull over the Arizona CPA Society's survey revealing that 80% of Arizona CPAs support 150-hour-rule alternatives. They also examine the UK Post Office ...
AI for Accountants - Exploring Rightworks Spark
Blake and David meet up with TJ Lewis and Aaron Van Ruler from Rightworks about their new AI tool called Spark, built specifically for accountants on top of ChatGPT. T...
How Much Tax Preparers Charge
Blake throws his hat into the ring for President and CEO of NASBA! Hear how he intends to shake things up should he be chosen! Next, Blake and David unpack a survey on...
Turning Staff Into Workaholics Makes Them Way Less Productive
In this 2023 wrap-up, Blake and David discuss an appeals court ruling that audit reports are so generic they are essentially useless to investors. They also explore th...
Accounting Professor Bills Trump $900,000 for Expert Testimony
Just in time for the holidays, Blake and David examine the accounting professor from NYU who charged Trump nearly $900,000 for expert testimony. They also tackle issue...
Building a Firm to the Right Size with Keila Hill-Trawick, CPA
Keila Hill-Trawick joins Blake and David to discuss her philosophy on intentionally building a firm to the "right" size, rather than pursuing endless revenue growth. S...
Solving the CPA Pipeline Problem: An Interview with AICPA's National Pipeline Advisory Group
Lexy Kessler, National Pipeline Advisory Group (NPAG) chair and Sue Coffey, Chief Executive Officer – Public Accounting with AICPA join us for a special bonus episode ...
QuickBooks Desktop Is Dead. Long Live Online!
Blake and David discuss Intuit's announcement that QuickBooks Desktop will no longer be sold as new subscriptions after July 2024. They also talk about the need for ch...
AICPA Blames Boring Accounting Professors for Pipeline Problem
Blake and David discuss updates from the AICPA's Talent Pipeline Committee, including surprises about the high dropout rate of accounting majors in college. They also ...
Listener Mail: Compilations, Talent Crisis, ESOPs, 120 v. 150, TurboTax
Blake and David sort through the listener mailbag to find out what you think! Amongst the letters, we’ve got opinions on accounting without assurance and the industry ...
What's New in QuickBooks from Connect | Firms Turning Away Work Due to Staffing Shortages
We're back from QuickBooks Connect 2023 with announcements, updates, new features, and improvements in QuickBooks Online. Also, EY got fined $3 million for cheating on...
How to Survive Public Accounting and the CPA Exam
CPA Exam prep rockstars Peter Olinto and Roger Philipp join Blake and David to discuss the evolution of the CPA Exam over time, the importance of making studying enter...
Earmark Media Presents: Unofficial QuickBooks Accountants Podcast
Earmark Media Presents a bonus episode of Unofficial QuickBooks Accountants Podcast. Hector and Alicia dig into all the details and speculation around Intuit's newest ...
Can AI Become An Accounting Expert?
Blake and David examine the downfall of FTX and founder Sam Bankman-Fried and look at some controversies around Deloitte auditors backdating audit paperwork in Canada,...
Headlines: How a Vegas Hotel Manager Allegedly Stole $773K in Guest Refunds
A former Vegas hotel manager is accused of stealing over $773,000 in guest refunds and using the money to live lavishly. We unpack how he allegedly pulled off the mass...
Trump Trial Updates | Are You Coffee Badging? | Proof Americans Move for Lower Taxes
An embezzlement scheme at Aria Hotel costs MGM $770,000, an accounting firm apologizes for paying a staffer below minimum wage, problems with Workday ERP implementatio...
Joshua Lance, CPA: A Humble, Thoughtful Leader
Today, we are honoring the life of Joshua Lance, CPA, founder of Lance CPA Group, who passed away in October at the age of 40 after a battle with cancer. To commemorat...
Headlines: Questions Surround Justice Thomas' RV Loan
A recent report alleges Supreme Court Justice Clarence Thomas failed to disclose that a $267,000 recreational vehicle loan from a friend was forgiven, raising question...
QuickBooks Launches Bill Pay | NetSuite Adds AI | How Financial Fraud Will Fill CPA Pipeline
Blake and David discuss the factors that impact accountant salaries, including location, experience, and industry, and highlight the correlation between accounting sal...
Evan Goldberg on NetSuite Turning 25 and Pushing Boundaries with AI
NetSuite founder Evan Goldberg discusses the company's 25th anniversary, new AI features like Text Enhance and Customer 360, and his long-term vision for intelligent a...
Becoming Employee-Owned: How BDO Broke Out of the Partner Model
Wayne Berson, CEO of BDO USA, joins Blake and guest host, David Leary, on the Earmark Podcast to discuss BDO's recent transition to an employee stock ownership plan (E...
Israel War Impact on Fintech | FTX & Trump Trial Updates | Iowa Blames Workday
There’s a lot to digest in this episode! Blake and David discuss Microsoft's $28.9 billion tax bill, and examine a tax-fraud scheme involving art donations. JPMorgan C...
Headlines: Microsoft's Puerto Rico Tax Odyssey
After a decade-long audit, Microsoft is facing a whopping $29 billion tax bill from the IRS for what the agency claims was an "illusory scheme" to channel profits thro...