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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A proposito di questo titolo
 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
  • CLARKE and the Push to Recognize On-the-Job Learning

    CLARKE and the Push to Recognize On-the-Job Learning
    Oct 30 2026

    What if researching a client’s tax question could count toward your CPE requirement? Blake Oliver joins state CPA society leaders Shelly Weir, Boyd Search, Allen Lloyd, and Chris Jenkins to explore CLARKE, a framework designed to document learning during everyday work with AI tools. Learn how it aims to capture evidence without storing full conversations, why CPE providers are challenging the seat-time model, and what regulatory hurdles remain before on-the-job learning could earn credit.

    Chapters

    • (00:00) - CPE Misses Real Learning
    • (01:09) - Meet the Builders
    • (03:21) - How the Idea Started
    • (06:48) - Why Seat Time Fails
    • (09:38) - Lessons From Medicine
    • (11:58) - What CLARKE Does
    • (15:14) - Privacy and Learning Records
    • (18:28) - Tool Agnostic Framework
    • (24:50) - Why Societies Built It
    • (28:03) - Regulators and Adoption Path
    • (30:54) - Timeline and Pilots
    • (33:12) - Rethinking the Purpose of CPE
    • (39:48) - Fixing Reporting Friction
    • (42:49) - CPE in 10 Years
    • (47:48) - Where to Learn More
    • (48:12) - Closing Thanks
    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 Our Guests:

    Shelly Weir
    https://www.linkedin.com/in/shellysiceloff/

    Boyd Search
    https://www.linkedin.com/in/boyd-search-2099356/

    Allen Lloyd
    https://www.linkedin.com/in/mtcpaexecdir/

    Chris Jenkins
    https://www.linkedin.com/in/cj52973

    Learn more about Five Storm Systems and CLARKE:

    https://fivestormsystems.com/


    Connect with Blake Oliver, CPA

    LinkedIn: https://www.linkedin.com/in/blaketoliver
    Twitter: https://twitter.com/blaketoliver/
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    49 min
  • Could Accountants Outearn Software Engineers?

    Could Accountants Outearn Software Engineers?
    Oct 28 2026

    Could one accountant manage $1 million in client fees? Pilot CEO Jessica McKellar joins Blake Oliver to explain that goal and how Meridian automates month-end production work while leaving people responsible for review. They explore accuracy checks, audit trails, and the shift toward judgment and client relationships. Learn what AI could mean for firm capacity, accountant pay, and the economics of a solo practice.

    Chapters

    • (00:00) - Accountants Outearning Engineers
    • (00:49) - Why Pilot Built In House
    • (02:06) - Meridian Overview
    • (03:51) - Close Checklist Automation
    • (06:17) - AI Agents Under The Hood
    • (07:14) - Autonomous Close In Practice
    • (08:59) - Handling Missing Client Data
    • (13:15) - Pilot Impact And Evolution
    • (19:26) - Accuracy Guardrails And Proof
    • (24:21) - Audit Trail And GL Limits
    • (26:15) - Ledger Agnostic Abstraction
    • (28:41) - Browser Only Ledger Tasks
    • (29:14) - Autonomous Close With Automation
    • (30:09) - MCP Connectors And Agent Workflows
    • (31:42) - Two Ways To Use Meridian
    • (32:40) - QuickBooks AI And Platform Threats
    • (35:56) - Making The ROI Case
    • (40:23) - Pilot Benchmarks And 1M Per Accountant
    • (42:39) - How AI Changed Engineering
    • (46:29) - What AI Wont Replace In Accounting
    • (52:45) - Why Accounting Jobs Persist
    • (54:59) - Relationships And Wrap Up
    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 Jessica
    LinkedIn: https://www.linkedin.com/in/jesstess/

    Learn more about Pilot:
    Website: https://pilot.com/meridian

    Connect with Blake Oliver, CPA

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

    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 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
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