@EarmarkCPE

Earn #CPE anytime, anywhere. Download our free app from the App Store and Google Play. Created by @BlakeTOliver. New free courses every week!

 United States
earmarkcpe.com
Joined January 2021
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Why the CMA Exam Swapped Essays for Case-Based Questions #accounting #accountant #accountingmajor #business #businesspodcast #podcast
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CPAs/bookkeepers: tackle payroll, AI, and fraud risk fast. “Tyler’s Hot-Mess-Express, Jeremy’s Accounting Mashup, and Payroll Terrors!” Learn FLSA overtime and chasing receivables + why AI needs human review. With Tyler Otto & Jeremy. Join now: earmark.app/c/3749 #CPE

Tyler’s Hot-Mess-Express, Jeremy’s Accounting Mashup, and Payroll Terrors!

Tyler Otto and Jeremy Van Groll, who both run accounting firms, discuss recent IRS news, inventory and receivables practices for small businesses, and the use of AI tools to speed up payroll journal...

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🎯 One accounting firm grew to $1 million in revenue while turning down work outside its niche. Why does a smaller audience often create a bigger opportunity? "You get bigger by going smaller": earmarkcpe.com/the-monthly-m…

The Monthly Marketing Playbook That Keeps Firms Visible All Year - Earmark CPE

AI makes it easy to produce more marketing content. It also makes that content easier to ignore. That creates a serious challenge for accounting firms. Business owners aren’t simply buying tax...

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⏳ Clients are using AI to flag invoice entries and demand 20–30% discounts, while AI-native rivals offer upfront pricing. Law firms are feeling the squeeze, and accounting may be next: earmarkcpe.com/ai-can-do-mor…

AI Can Do More Accounting Work. Who Will Stand Behind It? - Earmark CPE

In a survey covered by CFO.com, 55% of respondents earning $150,000 to $200,000 a year support replacing CEOs, CFOs and other senior executives with AI. But Blake Oliver points out someone still has...

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💼 Multi-entity accounting in Intuit Enterprise Suite may be one of the biggest consulting opportunities for accountants. Consolidated reporting and automatic eliminations are here, but setup is key: earmarkcpe.com/is-your-answe…

Is your answer about what QuickBooks can't do already out of date? - Earmark CPE

A client asks whether QuickBooks can handle multiple units of measure, consolidated reporting, or AIA-style billing. We answer from memory, then discover the product changed. With Intuit releasing...

earmarkcpe.com
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📊 A low down payment means nothing if the firm can't support the debt. Lenders often want a 1.25 debt-service coverage ratio. Learn how to test a practice's cash flow before you get attached: earmarkcpe.com/can-you-reall…

Can you really buy a $400,000 accounting firm with just $20,000 down? - Earmark CPE

You may not have $400,000 sitting in the bank. You may not even have $40,000. Yet under the right conditions, you could buy a $400,000 accounting practice with about $20,000 of your own money. The...

earmarkcpe.com
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Feeling stretched thin by perfectionism or people-pleasing? From Burnout to Balance shows how to spot burnout signs and act—before it derails your leadership. With Stephanie Silva & Amber Setter. Enroll now: earmark.app/c/3752 #CPE

From Burnout to Balance

Discover how the habits that fuel an accounting career, such as perfectionism, people-pleasing, and control, can eventually limit one's leadership and well-being. Through a conversation with a former...

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Think outsized returns are a sure thing? Think again. Oh My Fraud: The Polka King unpacks affinity fraud, fake “returns,” and red flags like unverifiable books. Learn to vet promissory notes. Enroll now: earmark.app/c/3744 #CPE 🎬

Oh My Fraud at the Movies: The Polka King

This episode examines the real-life Ponzi scheme behind the film The Polka King, in which Pennsylvania polka bandleader Jan Lewan defrauded over 400 investors of nearly $5 million. Caleb Newquist and...

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🎯 Clients often describe the value of your firm very differently than you would. Find out how real client stories, video testimonials, and their own words can build trust that polished claims never will: earmarkcpe.com/how-accountin…

How Accounting Firms Can Win Attention When AI Writes Everything Else - Earmark CPE

Your firm can now use AI to produce 100 social posts in minutes. But if those posts sound like everything else in a prospect’s feed, no one reads them. That’s the challenge Micky Deming sees across...

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QBO pros: stay ahead of fall updates! Look What I Found! Fall 2026 dives into the new sales tax report and fixing recon starting balances—plus why mileage rose to 76¢. With Alicia & Margie Remmers-Davis. Enroll: earmark.app/c/3747 🚀 #QBO

Look What I Found! Fall 2026

In this course, Alicia is joined by Margie Remmers-Davis to round up the small QuickBooks Online changes they spotted between July and September, from the new jurisdiction-based sales tax report and...

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✍️ Great benefits are good, but they don't replace regular, specific thanks. Hear how one CPA firm owner makes appreciation a daily habit, from tax season shout-outs to thanking employees in front of the people they love: earmarkcpe.com/building-a-pe…

Building a people-first CPA firm while technology changes the work - Earmark CPE

Matt Kidd, CPA, of Kidd Advisors hosted a tax-day party at an Irish pub near his Livonia, MI office. About 50 clients and prospects came. The tab was roughly $3,000. Many guests are $500 annualtax...

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Firm leaders: don’t just adopt AI—operationalize it. Why Early Adopters of AI in Accounting Are Already Falling Behind shows how to protect services, use AI note-takers, and manage AI like staff. Enroll today: earmark.app/c/3746 #CPE

Why Early Adopters of AI in Accounting Are Already Falling Behind

This course delivers a practical framework for accounting firm leaders navigating AI adoption, moving beyond early-adopter hesitation into structured implementation. Some of the topics discussed are...

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Firm leaders: stop chasing averages—learn the nine drivers behind equity partner income. Use 2026 benchmarks to spot pricing vs staffing gaps and compare to top-quartile peers. With Rob Brown. Enroll now: earmark.app/c/3743 #CPE 📈

Nine Drivers of Partner Income: Running the Modern Firm

Learn to move beyond a single average and pinpoint what actually drives equity partner income in your firm. Using 2026 benchmark data, participants will explore nine drivers, including revenue per...

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CPAs, EAs, CFOs: Can AI replace your CFO—or just exhaust them? In “Could AI Replace CFOs & Time Tracking 188 IRS Calls,” learn IL AI-audit standards and how to manage AI agents. With David Leary. Enroll now: earmark.app/c/3745 #CPE 🤖

Could AI Replace CFOs & Time Tracking 188 IRS Calls

Could AI replace your CFO or simply make their job more exhausting? In this course, Blake and David debate automation’s limits, unpack an enrolled agent’s log of 188 IRS calls, and explore proposed...

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Finance leaders: Don’t hire a title—hire for the problem. “Do You Actually Need a CFO?” ✅ Nail your first hire, weigh fractional vs full-time, and align pay as AI reshapes roles. With Tom Hunter. Enroll: earmark.app/c/3742 #CPE #finance

Do You Actually Need a CFO? Instead, Hire for the Problem with Tom Hunter

This course examines how to approach a company’s first finance hire — controller, FP&A analyst, or CFO — and when a fractional role outperforms a full-time one. Sarah Schlott and Tom Hunter, Founder...

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TODAY: Answer Engine Optimization for Accounting Firms: How to Be the Answer October 21, 2026 10:30 AM PT 📆 RSVP HERE: streamyard.com/watch/RzCAYwD…
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TODAY: Earmark Expo - Savant OCT 21, 2026 at 12:00 pm PT 📆 RSVP HERE: streamyard.com/watch/8qms6bs…

Earmark Expo - Savant

Join David Leary and Blake Oliver, CPA, of The Accounting Podcast, for an interactive Savant app demo designed for accounting professionals. Savant presents the app's key features and functionality...

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Firm owners: Ready to save time and boost profits with AI? Learn rapid financial analysis, what to gather before meetings, and key security safeguards with Michelle Weinstein & Manfred Swarovski. Enroll now 👉 earmark.app/c/3730 #CPE 🤖

How Accounting Firms Can Use AI to Save Time, Increase Profits & Become Better Advisors With...

This course shows accounting, tax, and bookkeeping firm owners how to use an AI-powered business health check to speed up client advisory work. Michelle discusses with Manfred Swarovski, Co-Founder...

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CPAs: AI is here to elevate you—not replace you. In Humans in an AI-Powered World, explore agentic vs. chatbot AI and what truly drives AI results in accounting. Taught by Alexis Kingberry. Enroll now 👉 earmark.app/c/3729 #CPE

Humans in an AI-Powered World

What happens when AI moves beyond drafting emails and summarizing meetings and starts doing the actual work? In this course, Alexis Kingberry explains his experiment building a 100% AI-powered...

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Want to buy a $400K accounting firm with just $20K? This CPE breaks down SBA + seller financing and the lender metric that gets banks to say yes. Instructors: Rachel Dillon & Eric Rabinovich. Enroll today: earmark.app/c/3723 #CPE 📈

How to Buy a $400K Accounting Firm for $20K Out of Pocket

In this course, SBA loan broker Eric Rabinovich joins Marcus and Rachel to break down what actually gets a bank to say yes to a firm acquisition. They explain how firm owners can buy another firm,...

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