Blog - Earmark CPE

Streamlining Sales Tax Compliance: Exploring Avalara’s Managed Returns for Accountants

Managing sales tax is one of the most challenging services to offer clients as an accounting firm. Collecting sales information and filing tax returns traditionally involves a lot of work. It means logging in to multiple state portals, keying in sales data, and filing returns one at a time. With…

7 Game-Changing Features in QuickBooks Modern Invoices That Save You Time

Podcast host Alicia Katz Pollock and guest host Dan DeLong reveal how QuickBooks’ modern invoice redesign transforms client billing with smarter customer insights, expanded payment options, and strategic fee management. The Unofficial QuickBooks Accountants Podcast offers essential tips to leverage these powerful features while avoiding common pitfalls.

AI’s Game-Changing Impact on B2B Revenue Management

Earmark Expo’s webinar revealed how Tabs, presented by CEO Ali Hussain, revolutionizes B2B revenue management with AI. The demo showed how this all-in-one platform automates contract ingestion, billing, usage tracking, revenue recognition, and collections—transforming finance teams from data processors to strategic advisors in just one billing cycle.

Proactive Cash Flow Solutions for Small Business Clients

Discover how to transform cash-strapped businesses into financially secure operations in Earmark Webinars+ featuring Relay’s Deanna Zubrickas. Learn the proven system of multiple accounts and automated transfers that helps 91% of struggling small businesses gain control of their finances and reduce stress.

The Fun CPA Shares How to Work No More Than 40 Hours In Tax Season

Discover how “The Fun CPA” Yuri Kapilovich built a $250,000 practice working just 40 hours during tax season and 10-15 hours off-season. On The Earmark Podcast with Blake Oliver, he reveals his premium pricing strategy, work-life balance secrets, and why fewer clients at higher fees creates better results.

Design Better Habits, Build a Better Accounting Firm

In “Who’s Really the BOSS?” podcast, Rachel and Marcus Dillon discuss how personal habits transformed their accounting firm. The couple applied James Clear’s Atomic Habits principles—making tasks obvious, designing supportive environments, and aligning with core values—to build a thriving remote practice while maintaining work-life balance.

Building Sustainable Accountability: How to Maintain Momentum Year-Round

Rachel and Marcus Dillon reveal on “Who’s Really the BOSS?” podcast how accountants can maintain resolutions during tax season through accountability and measurable goals. Their firm DBA plans strategic growth while employing practical strategies that work even during busy season—proving sustainable progress is possible with the right structure.

Beat Spreadsheet Chaos and Improve Audit Efficiency

At Earmark Expo, Ryan Smith from Suralink reveals how firms can slash the 30% audit engagement failure rate. Discover how this game-changing PBC platform, trusted by 60% of top 200 CPA firms, transforms client collaboration with secure document sharing, automated workflows, and AI-ready features—all while saving teams 40% in document management time.

From Sponsorships to Fake Consultants—Inside the Airbus Bribery Scheme

In Oh My Fraud’s latest episode, hosts Caleb and Greg unravel the biggest bribery scandal in history. From sports sponsorships to fake consulting contracts, discover how Airbus orchestrated a global scheme that led to a €3.6 billion fine—and why they turned themselves in. A must-listen tale of corporate deception.

Cut the Clutter: Achieve Real-Time Financial Insights with Coefficient’s Integrations

In a groundbreaking Earmark Expo webinar, Coefficient Co-Founder and CTO Tommy Tsai reveals how to seamlessly integrate data from 70+ platforms into your spreadsheets—no coding needed. From QuickBooks to Stripe, discover how this revolutionary tool combines AI-powered features and automated dashboards to transform your accounting workflows.

Tired of the January Scramble? Discover a Proactive Approach to 1099 Compliance

Avalara’s Gordon Walsh reveals how to transform dreaded 1099 compliance from an annual scramble into a smooth, automated process. Learn how real-time TIN matching and automated W-9 collection can save your business from costly penalties while reducing stress during tax season.

DC Solar’s Billion-Dollar Green Energy Con

Join hosts Greg Kyte and Caleb Newquist on Oh My Fraud as they unravel how DC Solar turned green energy dreams into a $1 billion nightmare. From fake solar generators to muscle cars bought with investor cash, this episode exposes how one company exploited tax credits and fooled Warren Buffett himself.

Is Your Accounting Firm Drowning in Too Many Software Solutions?

At Earmark Expo’s latest webinar, Canopy’s Michael Salmon reveals how modern firms are breaking free from app fatigue. Learn how unified practice management solutions are revolutionizing accounting workflows by consolidating e-signatures, time tracking, and client communications into one powerful platform—potentially saving your firm money while boosting efficiency.

Accounting Firms Boost Profits by 10% Without Losing Clients—Here’s How

At Earmark Expo, Ignition’s Tom Maxwell reveals how modern engagement systems are revolutionizing accounting firm profitability. Discover how firms are eliminating accounts receivable, implementing 10% annual price increases without client pushback, and transforming billing bottlenecks into stronger client relationships. Learn the secrets to turning payment systems into strategic assets.

When Trust Turns Toxic: Inside the World of Pink Collar Crime

On the Oh My Fraud podcast, investigator Kelly Paxton shatters stereotypes about workplace fraud, revealing how trusted employees—especially in financial positions—can exploit organizational blind spots. From subtle embezzlement to a shocking case where fraud led to murder, Paxton shares crucial insights on preventing financial crimes through smart controls and verification strategies.

A Fresh Look at Accounting Firm Transitions Puts Quality of Life First

Attorney Sara Sharp joins Rachel and Marcus Dillon on “Who’s Really the Boss?” podcast to reveal how phantom equity plans are revolutionizing accounting firm ownership. From multi-state compliance challenges to innovative retention strategies, discover why traditional partnerships are evolving and how modern firms are commanding valuations up to 8X earnings.

Why This CPA Firm Stopped Marketing (And Started Growing Faster)

“Who’s Really the BOSS?” podcast hosts Rachel and Marcus Dillon reveal why they abandoned traditional marketing after spending $500,000 on failed experiments. Their surprising discovery? The secret to growing their accounting firm wasn’t fancy marketing tactics – it was investing in existing client relationships, leading to an average client value of $22,300.

How a Red Chair is Transforming Client Relationships in Accounting

On the Earmark Podcast, Kyle Walters reveals how a simple red chair revolutionized his CPA firm’s client service. Learn how this Managing Director integrates wealth management with accounting services, breaking down silos between CPAs and financial advisors to create a more seamless, future-focused experience for clients.

Building a Successful International Tax Practice: Lessons from Japan

On the Earmark Podcast, host Blake Oliver interviews Eric Azevedo, a California CPA who transformed his career from English teacher to international tax expert in Japan. Discover how he built a thriving practice serving US expats, navigates cultural differences, and now lives his dream life working remotely from the Japanese countryside.

Finders, Minders, and Grinders: Unlocking Your Accounting Firm’s Potential

Mark Ferris of Panalitix reveals how the ‘Finders, Minders, and Grinders’ framework can transform your accounting practice. Stop burning out trying to do it all—learn how aligning team members’ natural personalities with the right roles can boost efficiency, reduce turnover, and create a scalable firm structure that hits $1M+ in fees.

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