Earmark Podcast | Earn Free Accounting CPE copertina

Earmark Podcast | Earn Free Accounting CPE

Earmark Podcast | Earn Free Accounting CPE

Di: Blake Oliver CPA
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The Earmark Podcast is where accounting and tax professionals hear directly from the people shaping the future of the profession. Hosted by Blake Oliver, CPA, the show features conversations with firm owners, technology leaders, educators, policymakers, and practitioners about the forces changing accounting — from AI and automation to talent, advisory, tax, audit, regulation, and firm strategy. Each episode goes beyond the headlines to explore what’s changing, why it matters, and what it means for the people doing the work.© 2023 Earmark Media LLC Economia Istruzione Ricerca del lavoro Successo personale
Episodi
  • AI Can Run Payroll. What Should Accountants Do Next?

    AI Can Run Payroll. What Should Accountants Do Next?
    Oct 16 2026

    AI creates capacity, but it doesn’t create demand. CPA Echo Zhong joins Blake Oliver to explain how her firm uses Claude and Gusto to prepare payroll and update cash flow forecasts—and how automation helped her payroll manager move toward tax advisory. Learn why saving time is only the beginning, how to charge for owning the client’s problem, and why trust and human relationships still matter when software can do more of the work.

    Chapters

    • (00:00) - AI Capacity vs Demand
    • (00:30) - Meet Echo at Gusto Next
    • (01:51) - Claude Automates Payroll
    • (05:04) - Cash Forecast in Excel
    • (06:13) - Time Savings and Scenarios
    • (08:28) - Why Multi Client MCP Matters
    • (10:06) - Email Triage and Self Training
    • (12:20) - When Software Eats Compliance
    • (14:54) - Advisory and Pricing the Work
    • (17:29) - Staff Impact Payroll Manager Story
    • (18:58) - Payroll Change Management
    • (20:38) - Rethinking Software Skills
    • (22:40) - Chat As The Interface
    • (25:01) - Token Costs And Prototyping
    • (27:21) - Capacity Versus Demand
    • (28:39) - From Tools To Services
    • (30:38) - Why Humans Still Matter
    • (33:34) - Wrap Up And Where To Connect
    • (34:32) - Thanks Gusto and Outro
    Sign up to get free CPE for listening to this podcast

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    Connect with Echo Zhong

    LinkedIn: https://www.linkedin.com/in/echozhong

    Learn more about Zhong & Sanchez

    Official website: https://www.zhongsanchez.com/

    Connect with Blake Oliver, CPA

    LinkedIn: https://www.linkedin.com/in/blaketoliver
    Twitter: https://twitter.com/blaketoliver/
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    35 min
  • Is Your AI Investment Paying Off? What Finance Leaders Should Measure

    Is Your AI Investment Paying Off? What Finance Leaders Should Measure
    Oct 5 2026

    AI is taking on routine accounting work—but what should accountants do next? Blake Oliver talks with Mike DePrisco, CEO of the Institute of Management Accountants, about measuring AI’s payoff through faster closes, fewer errors, and better forecasts. They also explore corporate career paths, the shift toward strategic thinking and storytelling, and why case-based training matters. Learn how targeted skill-building and continuous learning can help you stay relevant as the work changes.

    Chapters

    • (00:00) - AI Tops CFO Worries
    • (02:19) - Rising AI Costs
    • (04:21) - Measuring AI ROI
    • (07:12) - What IMA Does
    • (08:47) - Management Accounting Today
    • (12:10) - Intangibles vs GAAP
    • (18:18) - AI and Accounting Jobs
    • (24:32) - Skills for the Future
    • (26:27) - Training and Case Learning
    • (32:07) - Mid Career Advice
    • (35:27) - Wrap Up and Links
    Sign up to get free CPE for listening to this podcast

    https://earmarkcpe.com
    https://earmark.app/

    Download the Earmark CPE App

    Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

    Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app


    Connect with Mike DePrisco

    LinkedIn: https://www.linkedin.com/in/michael-deprisco/

    Learn more about IMA® — the Institute of Management Accountants
    Official Website: https://www.imaglobal.org/

    Connect with Blake Oliver, CPA

    LinkedIn: https://www.linkedin.com/in/blaketoliver
    Twitter: https://twitter.com/blaketoliver/
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    36 min
  • The Fight to Save the CPA License: Inside FICPA's Two-Year Battle

    The Fight to Save the CPA License: Inside FICPA's Two-Year Battle
    Jul 6 2026

    Could Florida have quietly unraveled CPA licensure? In this episode, Blake Oliver talks with FICPA CEO Shelly Weir about the legislation that threatened to eliminate Florida’s Board of Accountancy, scrap CPE requirements, and weaken the CPA license. Shelly explains how the profession fought back, why mobility and interstate commerce were central to the case, and where CPAs can embrace smart modernization without giving up public protection.

    Chapters

    • (00:00) - EAP 116 Interview: Shelly Weir of FICPA on the Fight to Save the CPA in Florida
    • (01:10) - Why Shelley Stayed Quiet
    • (03:09) - What the Bill Proposed
    • (07:23) - Why Deregulation Happened
    • (09:33) - How FICPA Beat It
    • (12:44) - Mobility and Modernization
    • (15:54) - Threading the Needle
    • (17:56) - Compromise Ideas Ahead
    • (21:49) - Midnight Capitol Showdown
    • (24:00) - CPE and Future Reforms
    • (26:16) - Will It Return
    • (27:55) - Closing Thanks and Call
    Sign up to get free CPE for listening to this podcast

    https://earmarkcpe.com
    https://earmark.app/

    Download the Earmark CPE App

    Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

    Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app


    Connect with Shelly Weir

    LinkedIn: https://www.linkedin.com/in/shellysiceloff

    Learn more about the Florida Institute of Certified Public Accountants

    https://www.ficpa.org/about

    Connect with Blake Oliver, CPA

    LinkedIn: https://www.linkedin.com/in/blaketoliver
    Twitter: https://twitter.com/blaketoliver/
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    29 min
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