Blog - Earmark CPE

How Top Accounting Firms Build Adaptable, High-Performing Teams

Accountests CEO Giles Pearson reveals game-changing strategies for accounting firm recruitment in this Earmark webinar. Learn why traditional hiring methods fall short and discover data-driven techniques to attract top talent in today’s candidate-driven market. Transform your hiring from a burden into a competitive advantage with skills testing and structured assessments.

Breaking Free From the Tax Return Trap: Building an Advisory-First Accounting Practice

On the Who’s Really the BOSS? podcast, Marcus and Rachel Dillon reveal how they transformed $1,000 tax returns into $15,000 monthly advisory relationships. Through strategic patience and value-focused communication, they built lasting client partnerships and share practical steps for accounting firms to break free from seasonal tax work.

How G-Accon Transforms Franchise Accounting: A Deep Dive into Automated Financial Analysis

Discover how Kelly Gonsalves and Natalya Hummer transformed franchise financial management using G-Accon’s powerful data integration. Learn how they analyzed 63 Crumbl Cookie locations to drive profitability, automate compliance, and turn basic bookkeeping into high-value advisory services that keep clients coming back for more.

Facing Growth Challenges Alone? Discover How Structured Peer Support Can Change Everything

For many accounting firm owners, success is a lonely path. Even as revenue grows, teams expand, and client bases strengthen, the weight of daily decisions—capacity planning, strategic pivots, team management—rests squarely on their shoulders. Casual networking and brief connections rarely offer the deep support needed to navigate these unique challenges.…

The Blueprint for Turning Your Accounting Practice into a Private Equity Magnet

InterVal’s Dave Bunce reveals three game-changing strategies for accounting firms facing private equity disruption. In this Earmark Webinars+, learn how to transform your practice beyond compliance, build sustainable recurring revenue, and create scalable operations that attract investors while boosting profitability—whether you seek investment or remain independent.

Why This Modern Firm Still Tracks Time—and How It’s Boosting Their Success

Discover how Marcus and Rachel Dillon of “Who’s Really the BOSS?” podcast turned traditional time tracking into a secret weapon for their virtual firm’s success. While others abandon hourly tracking, they’ve reimagined it as a powerful tool for team management, client profitability, and strategic growth—all without tying it to billing.

Boost Efficiency in Accounting with AI—No Coding Required

In an eye-opening Earmark Webinar, AI expert Dr. Mfon Akpan reveals why coding skills aren’t needed to master AI in accounting. Discover powerful prompting techniques that transform 40-minute tasks into 15-minute wins, and learn why your problem-solving skills are more valuable than technical expertise in the AI era.

Beyond EOS: A Better Path Forward for Accounting Firm Growth

In a revealing episode of “Who’s Really the BOSS?”, hosts Rachel and Marcus Dillon explore why generic business systems might be holding your accounting firm back. Industry expert Christine Nietzke shares how specialized solutions like GRIP outperform one-size-fits-all approaches like EOS, offering real strategies for transforming your firm’s efficiency and growth.

Transforming Tax Advisory with AI: Bridging the Gap Between CPAs and Clients

In a recent Earmark Expo, FortunAI founder Bilal Mehanna unveiled how AI is revolutionizing tax advisory services, turning invisible tax work into measurable client value. One client’s $22,000 investment yielded $247,000 in tax savings. Learn how AI-powered tools can transform your practice and strengthen client relationships.

The Key to Overcoming Nonprofit Accounting Challenges

On a recent Earmark Expo, KarmaSuite CEO Srikar Chinam reveals how nonprofits can transform grant management from a compliance headache into a strategic advantage. Learn how automated systems can eliminate manual tracking, enable real-time compliance monitoring, and help organizations make data-driven decisions that maximize their impact while keeping donors happy.

Why Traditional Tools Fail Under ASC 842—and What CPAs Can Do About It

In a recent Earmark Webinars+, Greg Kautz, CPA, CMA reveals how outdated lease accounting tools are crippling financial teams under ASC 842 and IFRS 16. Learn game-changing strategies to transform your lease accounting process, slash reporting time, and maintain compliance without the spreadsheet headaches that plague modern accounting departments.

Is Your Expertise Holding Back Your Accounting Firm’s Growth?

In a revealing Earmark Webinar, Panalitix CEO Mark Ferris explains why being an excellent accountant might actually be holding your firm back. Discover how one CPA transformed a $550K practice into a $10M enterprise by shifting focus from technical expertise to business building—and learn how you can do the same.

How an Engineer’s Approach Is Transforming AP Automation for CPAs

At Earmark Expo, MakersHub’s Charley Howe reveals how his co-founder revolutionized accounts payable automation by applying engineering principles to back-office challenges. Their groundbreaking system processes complex multi-page invoices in seconds, learns from corrections, and achieves 95% time savings—finally delivering the hands-off AP automation accountants have dreamed of.

Unlocking Capital: How CPAs Can Lead the Small Business Lending Revolution

In a recent Earmark Expo, Lendflow CEO Jon Fry reveals how CPAs can revolutionize their practice with a game-changing lending platform. Learn how to help clients secure capital faster, earn new revenue streams, and become their trusted financing advisor—all while streamlining the traditionally complex small business lending process through a single application.

How Modern Inventory Systems Help CPAs Unlock New Advisory Roles

On a recent Earmark Expo app demonstration, Fishbowl’s Chief Evangelist Kendrick Hair reveals how CPAs can transform manufacturing challenges into lucrative opportunities. Learn how modern inventory management bridges traditional manufacturing with digital commerce across Shopify, Amazon, and TikTok—while maintaining the precise financial control accountants demand.

The AI Revolution That Frees CPAs for High-Value Advisory Work

In an eye-opening Earmark Expo demo, SafeSend’s Steven Lyon reveals how AI-powered tax solutions are slashing return assembly time from 15 minutes to just 3 seconds. Discover how firms are abandoning paper organizers and manual processes for intelligent automation that frees up valuable time for advisory services.

DataBlend: Revolutionizing Financial Data Integration

Discover how DataBlend’s ETL tool is slashing data integration time by 80% for CPAs. In this Unofficial Sage Intacct Podcast episode, Eric Neilssen reveals how their Swiss Army knife approach seamlessly connects Sage Intacct with virtually any financial system, freeing accountants from manual data entry to focus on strategic analysis.

From CPA to EV Pioneer: One CFO’s Journey into Tech Entrepreneurship

Imagine transforming your CPA skills into the driving force behind a tech startup revolutionizing electric vehicle charging—that’s exactly what Guzel Lumpkin did with EVLUV. In a recent episode of AI: Accounting Intelligence—the podcast for forward-thinking finance professionals navigating the AI revolution—Lumpkin shared how she leveraged her financial expertise to launch…

Audit Crisis: How Flawed Incentives and AI Are Reshaping the Accounting Profession

On The Accounting Podcast, Blake Oliver and David Leary discuss shocking audit failures at Big Four firms, with EY showing a 37% deficiency rate. Plus, hear how a $4.5 million Deloitte audit missed billion-dollar red flags that AI caught two years earlier. The future of auditing hangs in the balance.

Mastering Multi-Channel Mayhem: A CPA’s Guide to Modern E-commerce

Bookkeep CEO Jason Richelson joins the Earmark Expo to reveal how modern e-commerce is shattering traditional accounting. With platforms like Shopify and Amazon complicating reconciliation, Richelson shares game-changing solutions for CPAs struggling with net deposits, delayed payouts, and multi-platform chaos. Discover how to transform these challenges into opportunities.

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