Insights from recent episode analysis
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Publishing Consistency
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Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
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Total monthly reach
Estimated from 9 chart positions in 9 markets.
By chart position
- 🇨🇦CA · Courses#1145K to 30K
- 🇺🇸US · Courses#1835K to 30K
- 🇰🇷KR · Courses#1041K to 10K
- 🇸🇪SE · Courses#1311K to 10K
- 🇭🇺HU · Courses#3710K to 30K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
18K to 78K🎙 ~2x weekly·114 episodes·Last published 1w ago - Monthly Reach
Unique listeners across all episodes (30 days)
36K to 156K🇨🇦19%🇺🇸19%🇭🇺19%+6 more - Active Followers
Loyal subscribers who consistently listen
14K to 62K
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Reach across major podcast platforms, updated hourly
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 12 epsHost
Recent guests
Recent episodes
The Future of Accounting is Human
Jun 11, 2026
34m 15s
89% of Accountants Say AI Pays Off—So What’s the Catch?
May 22, 2026
34m 56s
Progression or Extinction: AI’s Accounting Reckoning
Apr 20, 2026
55m 29s
Pricing, Offshoring, and AI: Inside the Numbers at Accounting Firms
Apr 2, 2026
32m 32s
The IRS is Coming for Crypto: Coinbase’s VP of Tax Explains What Happens Next
Mar 20, 2026
35m 16s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/11/26 | The Future of Accounting is Human✨ | future of accountingAI in accounting+3 | Karl Paadam | PwC EstoniaUnited Accountants+1 | — | accountingAI+3 | — | 34m 15s | |
| 5/22/26 | 89% of Accountants Say AI Pays Off—So What’s the Catch?✨ | AI in accountingROI of AI+3 | David Jani | Capterra | — | AIaccounting+5 | — | 34m 56s | |
| 4/20/26 | Progression or Extinction: AI’s Accounting Reckoning✨ | AI in accountingsuper accountant+4 | Richard Lynch | Sikich | — | AIaccounting+5 | — | 55m 29s | |
| 4/2/26 | Pricing, Offshoring, and AI: Inside the Numbers at Accounting Firms✨ | accounting firmspricing models+4 | Chelsea Summers | Inside Public Accounting | — | accountingpricing+5 | — | 32m 32s | |
| 3/20/26 | The IRS is Coming for Crypto: Coinbase’s VP of Tax Explains What Happens Next✨ | crypto taxationIRS regulations+4 | Lawrence Zlatkin | CoinbaseIRS+1 | — | crypto taxationIRS+5 | — | 35m 16s | |
| 3/5/26 | What Private Equity Really Changes Inside an Accounting Firm wiith Devin Mathews✨ | private equityaccounting firms+4 | Devin Mathews | ParkerGaleAI | — | private equityaccounting+5 | — | 54m 28s | |
| 2/5/26 | Inside Thomson Reuters’ Plan to Automate the Tax Return✨ | AI in accountingtax workflow automation+4 | Elizabeth BeastromKirat Sekhon | SurePrepSafeSend+3 | — | tax automationAI in tax+3 | — | 49m 28s | |
| 12/17/25 | Excel and AI: Code Your Way to Hours Back Every Week✨ | ExcelAI+4 | Kyle Ashcraft | Cursor AI | — | ExcelAI+5 | — | 59m 56s | |
| 11/9/25 | Auditing at the Speed of Risk with Richard Chambers✨ | internal auditrisk management+4 | Richard Chambers | AuditBoardEarmark CPE+5 | — | internal auditAI+5 | — | 54m 38s | |
| 10/22/25 |  The Future of Advisory: Unlocking Your Firm’s CFO Potential✨ | advisory servicesrestaurant industry+4 | James ErvingChris Macksey | FathomPrix Fixe Accounting | — | advisory servicesrestaurant clients+3 | — | 28m 03s | |
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 10/16/25 |  Leading with Empathy: Building Teams That Thrive✨ | empathetic leadershipteam building+5 | Lisa GilreathValerie Heckman | AcuityOnPay+2 | — | empathyleadership+5 | — | 31m 49s | |
| 10/10/25 |  Banking on Change: How Renegade Firms Redefine Success✨ | renegade firmsaccounting innovation+3 | Madeline ReevesWesley McDonald | Fearless FoundryRelay | — | accountingrenegade firms+3 | — | 33m 21s | |
| 10/9/25 |  Unlocking Capacity: The Workflow Revolution | 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 Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guests:Mary DelaneyLinkedIn: https://www.linkedin.com/in/marywdelaney/Learn more about KarbonOfficial website: http://karbonhq.comKenji KuramotoLinkedIn: https://www.linkedin.com/in/kenjikuramoto/Learn more about AcuityOfficial website: https://acuity.coConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/ | 31m 09s | ||||||
| 10/4/25 |  Pricing For Profit: Unlocking Your Firm’s True Value | 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.ChaptersSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guests:Ryan EmbreeLinkedIn: https://www.linkedin.com/in/ryan-embree-9463b286/Learn more about Ignitionhttp://ignitionapp.comMarie Greene, CPALinkedIn: https://www.linkedin.com/in/mariegreene/Learn more about Connected Accountinghttp://connectedaccounting.coConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/ | 27m 00s | ||||||
| 10/1/25 |  Burning It Down To Build Better: How Community Is Key To Battling Burnout | 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 Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guests: Madeline ReevesLinkedIn:https://www.linkedin.com/in/madelinefearless/Learn more about Fearless FoundryOfficial website: http://www.fearlessfoundry.comLynette Oss ConnellLinkedIn: https://www.linkedin.com/in/lynnette-oss-connell-cpa/Learn more about Burnout Bestie Official website: https://www.burnoutbestie.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/ | 30m 58s | ||||||
| 9/27/25 |  From Rules to Agents: Accounting’s Next Workflow | Can an AI‑native general ledger really automate the monthly close without losing control? Blake talks with Digits CEO Jeff Seibert about an “autonomous GL” built on a vector graph model, AI agents that research unknown transactions and auto‑reconcile to pixel‑matched statements, and human‑in‑the‑loop safeguards. Learn where Digits fits best today, how to pilot it with clients, price AI‑powered CAS, and keep trust with audit trails, object‑level permissions, and deterministic reporting.Chapters(01:20) - Understanding Autonomous General Ledgers (02:13) - Technical Architecture of Digits (05:29) - Real-World Application of Digits (10:10) - Advanced Features and Accuracy (16:09) - Automated Reconciliation (19:11) - Innovative Reporting Capabilities (24:19) - AI Agents in Accounting (28:40) - Automating Collections and Approvals (29:59) - Customizing Agent Instructions (30:46) - Balancing Simplicity and Complexity in Product Design (46:42) - Impact of AI on Accounting Roles (48:26) - Learning and Adapting to AI in Accounting (52:45) - Conclusion and Next Steps Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Jeff SeibertWebsite: https://jeffseibert.com/LinkedIn: https://www.linkedin.com/in/jseibert/Learn more about DigitsWebsite: https://digits.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/ | 53m 48s | ||||||
| 9/12/25 | Stop Being the Bottleneck: The Six-Part Delegation Playbook for Accounting Firms | Still running every meeting and answering every Slack ping? Blake Oliver talks with Chase Damiano of Human at Scale about escaping founder bottlenecks. Learn a six-part delegation framework (responsibility, purpose, success, process, resources, decisions), turn 1:1s into leadership labs, build a team responsibility inventory and a delegation roadmap, and see why great prompts mirror great delegation. Leave with practical steps to hand off meetings, elevate decision-making, and reclaim time for strategy and growth.Chapters(01:17) - Chase's Sabbatical and Transformation (02:36) - Challenges of Rapid Growth and Burnout (03:28) - Finding Purpose and Slowing Down (13:59) - Effective Delegation Strategies (19:11) - Delegation Example: Managing Team Meetings (25:16) - Approval for Meeting Cancellations (25:37) - Delegation Framework Explained (26:02) - Addressing Delegation Failures (30:48) - Team Responsibility Inventory (32:56) - Delegation Roadmap (36:28) - Defining Success in Delegation (42:11) - Encouraging Decision-Making Autonomy (49:21) - Human at Scale: Transforming Operations (51:51) - Conclusion and Next Steps Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Chase DamianoLinkedIn: https://www.linkedin.com/in/chasedamiano/Learn more about Human at ScaleVisit Websitehttps://humanatscale.com/?utm_source=earmark&utm_medium=podcast&utm_campaign=podcast-promo&utm_content=shownotesTake the Assessmenthttps://humanatscale.com/assessment?utm_source=earmark&utm_medium=podcast&utm_campaign=podcast-promo&utm_content=shownotesConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/ | 52m 51s | ||||||
| 8/28/25 | Breaking the "We've Always Done It This Way" Cycle | Why do so many accounting firms struggle to bridge the gap between their stated values and actual workplace culture? In this episode, Blake Oliver sits down with Erin Daiber, founder of Well Balanced Accountants, to explore how firms can move beyond culture theory to real operational change. You'll discover why "we've always done it this way" thinking kills retention, learn specific strategies for showing appreciation without micromanaging, and understand how being too busy prevents the culture improvements you need most. Erin shares her framework for defining your current culture honestly, creating accountability structures that stick, and making small changes that build significant cultural shifts over time.Chapters(01:06) - Erin's Journey into Accounting (09:06) - Transition to Coaching (28:52) - Operationalizing Culture Change (30:55) - Defining Firm Values and Goals (33:12) - Balancing Client Service and Employee Well-being (35:10) - Aligning Personal and Professional Goals (38:09) - Overcoming Scarcity Mindset (46:12) - Showing Appreciation and Respect (53:21) - Strategies for Reducing Micromanagement (55:53) - Implementing and Sustaining Culture Change (57:46) - Conclusion and Contact Information Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Erin DaiberLinkedIn: https://www.linkedin.com/in/cpacoacherin/Learn more about Well Balanced AccountantsWebsite: https://www.wellbalancedaccountants.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/ | 58m 49s | ||||||
| 8/11/25 |  The Small-Business Economy in 2025: What Your Clients Need to Know | What should you tell clients when tariffs increase and hiring slows? Blake Oliver discusses with Gusto senior economist Nicholas Tremper the effects on small businesses of high tariffs, reduced job growth, and a tighter labor market influenced by immigration policy. Find out how advising on cash flow and employee benefits can help your clients identify opportunities in a post-pandemic startup boom driven by artificial intelligence.Learn more about Gustohttps://earmarkcpe.promo/gustoChapters(01:09) - Meet the Guest: Nich Tremper, Senior Economist (02:36) - Impact of Tariffs on Small Businesses (11:12) - Labor Market Trends and Challenges (20:37) - Strategies for Small Business Success (22:37) - Impact of AI (30:00) - Trends in Offshore Hiring (32:36) - Impact of Inflation on Small Businesses (39:47) - The Role of Accountants in Business Strategy (42:48) - Rise of New Business Formations (48:39) - Optimism for Small Businesses in 2026 Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Nich TremperLinkedIn: https://www.linkedin.com/in/nichtremperConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/ | 51m 46s | ||||||
| 7/24/25 | The Auditability Problem That's Breaking Accounting AI | Please note: This episode was recorded before changes were made to the Big Beautiful Bill, which eliminated the removal of the PCAOB.What happens when AI agents start doing your journal entries and reconciliations? Mike Whitmire, founder and CEO of Floqast, explains why accounting AI is fundamentally different from other business applications—and why auditability creates unique challenges that many companies will struggle to overcome. In this conversation, you'll learn how Floqast Transform enables accountants to build AI agents using simple narrative descriptions, thereby creating comprehensive audit trails while automating repetitive tasks. Mike walks through real-world examples, from benefit allocation journal entries to variance analysis, demonstrating how the "human-in-the-loop" approach handles exceptions and ensures compliance. Plus, hear his vision for the future accounting professional as an "accounting cyborg" who manages AI agents rather than junior staff.Chapters(00:43) - Agents in Accounting (01:22) - Flow Cast's AI Implementation (02:29) - Starting Points and Use Cases (04:14) - Flow Cast Transform and Integration (06:58) - Workflow Automation and Human Review (16:03) - Future of AI in Auditing (29:11) - Materiality Thresholds and Budget Analysis (30:29) - Financial Statement Narratives with AI (32:35) - AI in Financial Analysis and Risk Detection (36:02) - The Role of AI in Legislative Analysis (37:46) - AI Tools and Automation in Accounting (42:40) - The Future of Accounting with AI Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Mike WhitmireLinkedIn: https://www.linkedin.com/in/michaelcwhitmire/Learn more about FloQasthttp://www.floqast.comConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/ | 54m 49s | ||||||
| 7/10/25 | From Homeless to $20 Billion Deals: An Accountant's Journey | What happens when a homeless 21-year-old musician transforms into a financial leader negotiating $20 billion deals at Google? Devon Coombs shares his remarkable journey from living in his car after his recording studio failed to becoming an ASC 606 revenue recognition expert who helped shape multibillion-dollar cloud contracts. You'll discover how he leveraged technical accounting expertise to leapfrog traditional career paths, why he cold-called a thousand controllers as a first-year auditor, and his predictions for how AI will transform accountants into "orchestrators" rather than individual contributors. Plus, learn why he's leaving Google to build a consulting practice focused on helping the profession adapt to an AI-driven future.Chapters(00:54) - Devon's Early Struggles and Music Industry Journey (02:59) - Transition to Accounting and Education (04:52) - Challenges and Lessons from the Recording Studio (06:58) - Impact of Automation and AI on Careers (12:59) - Devon's Path to Success in Accounting (17:59) - Early Career at Deloitte and Winning Business (22:45) - Transition to Smaller Firm and ASC 606 Insights (25:36) - Deep Dive into ASC 606 (28:06) - Becoming an Expert in ASC 606 (31:13) - Transition to Google and Work-Life Balance (34:18) - Negotiating Billion-Dollar Deals at Google (37:45) - The Role of AI in Accounting (48:20) - Leaving Google for Principal Consulting Group (51:49) - Conclusion and Future Collaborations Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Devon CoombsLinkedIn: https://www.linkedin.com/in/devoncoombs/Website: https://www.devoncoombs.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/ | 52m 40s | ||||||
| 6/27/25 |  The Employee Benefits Advisory Opportunity: Why Small Businesses Need Your Help | Small businesses offering 401(k) plans see 40% lower employee turnover in the first year, yet only 10% receive benefits guidance from their accountants. Justin Kurn explains how Dark Horse CPAs identifies the right triggers, such as growing staff or high turnover, to initiate benefits conversations. Meanwhile, Julia Miller from Gusto breaks down how accountants can help clients navigate the cost and complexity of offering health insurance, retirement plans, and other benefits. The conversation reveals how positioning yourself as a benefits advisor can double or triple your fees while helping clients attract better talent and reduce costly employee churn.Learn more about Gusto https://earmarkcpe.promo/gustoChapters(00:56) - Meet Our Guests (01:26) - The Growth Story: Dark Horse CPAs' Success (02:04) - Advisory First Approach: Transforming Client Relationships (03:38) - Gusto's Role in Benefits: An Overview (07:37) - Challenges and Solutions: Small Businesses Offering Benefits (10:25) - The Cost and Complexity of Benefits: Breaking It Down (15:00) - Advisory Conversations: Identifying Client Needs (19:23) - Gusto's Support for Accountants: Tools and Resources (25:43) - Affordability and Competitive Advantage (26:40) - Partnering with Gusto for Benefits (28:19) - Gusto's Software Solutions (29:12) - Client Experiences with Gusto (29:52) - Gusto's User-Friendly Platform (39:10) - Implementation and Timeline (47:42) - Increasing Revenue through Advisory Services (49:52) - Conclusion and Final Thoughts Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guests:Julia MillerLinkedIn: https://www.linkedin.com/in/julia-g-millerJustin KurnLinkedIn: https://www.linkedin.com/in/justinkurnWebsite: https://darkhorse.cpa/justin-kurn-cro/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/ | 50m 22s | ||||||
| 6/20/25 | Why Historical Cost Accounting Is Broken (And What Could Fix It) | What if the foundation of financial accounting is fundamentally flawed? Tom Selling, author of The Accounting Onion blog, argues that historical cost accounting creates a "truth in labeling problem" that allows management to manipulate earnings while failing to capture economic reality. Through compelling examples from oil and gas, pharmaceuticals, and subscription businesses, he explains why value creation often occurs years before GAAP recognizes a single dollar of revenue. You'll discover how a $2 change in expected cash flows can trigger a $400,000 impairment loss, why the FASB shifted focus from earnings to balance sheets, and how current corporate governance essentially lets management "grade their own papers." This conversation challenges core assumptions about what accounting should measure and offers a provocative vision for reform.Chapters(01:21) - The Myth of Honest Financial Accounting (02:28) - Management Gaming the System (03:22) - Historical Cost Accounting Explained (05:44) - Examples of Manipulation and the Enron Scandal (09:16) - Impairment and Depreciation Issues (13:26) - Alternatives to Historical Cost Accounting (20:59) - The Disconnect in Value Recognition (25:08) - R&D Expenses and Unrecognized Assets (25:39) - Challenges in Valuation and Accounting (27:08) - Measuring Assets and Liabilities (28:09) - Industry-Specific Accounting Limitations (31:08) - The Role of Transparency in Accounting (34:12) - Subscription Businesses and Revenue Recognition (44:22) - The Problem with Estimates and Auditing (48:18) - Conclusion and Summary Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Tom SellingThe Accounting Onion: http://accountingonion.comConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/ | 50m 30s | ||||||
| 6/5/25 | The $400 Million Question: Should Congress Eliminate the PCAOB? | What happens when Congress votes to eliminate the watchdog that's overseen public company audits for two decades? In this episode, Blake Oliver sits down with three leading accounting academics—Maureen McNichols from Stanford, Nemit Shroff from MIT, and Daniel Aobdia from Penn State—to examine the research behind the PCAOB's effectiveness and what elimination could mean for audit quality. You'll discover why companies with clean audit inspections can raise capital more easily, how the infamous "40% deficiency rate" actually works, and why these researchers believe dismantling the PCAOB could undermine trust in U.S. capital markets. The conversation reveals the hidden economics of audit oversight and explains why there hasn't been a major public company fraud since Enron and WorldCom.Chapters(00:49) - Legislation Impact on Audit Oversight (01:10) - Meet the Experts (02:59) - Discussion on PCAOB's Elimination (08:17) - Research Insights on PCAOB's Effectiveness (20:11) - Deficiency Rates and Audit Quality (24:50) - Economic Impact of Fraud and PCAOB's Role (25:20) - Regulatory Model of the PCAOB (25:59) - Incentive Structure and Audit Quality (26:59) - Inspection Deficiency Rates (28:54) - Restatement Rates vs. Deficiency Rates (30:23) - Auditor-Client Relationship Tensions (31:42) - Documentation Issues in Audits (35:15) - Effectiveness of PCAOB Inspections (37:49) - Impact of PCAOB on Financial Reporting Quality (40:33) - Potential Elimination of the PCAOB (44:00) - Conclusion and Final Thoughts Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guests:Maureen McNichols https://www.gsb.stanford.edu/faculty-research/faculty/maureen-mcnicholsNemit Shroffhttps://mitsloan.mit.edu/faculty/directory/nemit-shroffDaniel Aobdia https://directory.smeal.psu.edu/dza5396Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/ | 50m 13s | ||||||
| 5/23/25 | Why CPAs Must Be 2.7x More Productive by 2035 (And How to Get There) | What if private equity could transform accounting firms without sacrificing their independence? David Wurtzbacher, founder of Ascend, shares how his "anti-rollup" model allows firms to maintain their identities while accessing enterprise-level resources. Discover why transitioning firm leaders from client work to true CEO roles unlocks explosive growth, and how employee equity ownership creates alignment across organizations. With CPAs needing to be 2.7 times more productive by 2035, David reveals practical strategies for talent acquisition, business development, and technology that are helping mid-sized firms not just survive but thrive in an increasingly complex profession.Chapters(01:07) - Understanding Ascend's Vision (01:59) - Challenges in Public Accounting (08:24) - Lessons from the Dental Industry (17:13) - Ascend's Approach to Firm Integration (17:53) - Leadership and Culture in Accounting Firms (24:02) - Case Study: Transforming Firm Leadership (27:45) - Overcoming Overwhelm: Delegating Client Relationships (28:36) - The Importance of Carving Out Thinking Time (29:20) - Focusing on One Thing at a Time (29:53) - Talent Strategy and Acquisition Challenges (31:10) - Building an Irresistible Offer for Candidates (34:13) - Equity and Ownership in Ascend (37:17) - Business Development and Marketing Strategies (45:13) - The Role of Technology and AI in Accounting (50:36) - Conclusion and Contact Information Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, David WurtzbacherLinkedIn: https://www.linkedin.com/in/davidwurtzbacher/Learn more about AscendWebsite: https://www.ascendtogether.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/ | 51m 22s | ||||||
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Chart Positions
9 placements across 9 markets.
Chart Positions
9 placements across 9 markets.