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The Remote Team Retreat Strategy That Beats Software Upgrades Every Time

Discover how Rachel and Marcus Dillon turned a Mexico retreat into business infrastructure on their “Who’s Really the Boss?” podcast. Learn why this husband-wife CPA team flew 26 remote employees internationally for strategic relationship-building that delivers better ROI than software upgrades—and how their data-driven approach creates competitive advantages technology can’t match.

June 2025 QuickBooks Updates: Inventory, Square Integration, and What’s Coming

In this episode of The Unofficial QuickBooks Accountants Podcast, Alicia Katz Pollock and guest host Matthew “Spot” Fulton break down major QuickBooks updates, including a standalone inventory module, improved Square connector, and a complete interface redesign. Learn how these changes impact accounting workflows and what AI innovations are coming next.

From Homeless to $20 Billion Deals: An Accountant’s Journey Through Automation

From sleeping in his car to negotiating $20B AI deals at Google, Devon Coombs shares with the Earmark Podcast how technology disruption patterns in the music industry are now reshaping accounting. Learn how he’s pioneering “agentic workflows” that will transform the profession and how you can position yourself as an orchestrator, not executor.

Avalara Tax Research: The Answer to Your Clients’ Toughest Sales Tax Questions

Luke Marlatt from Avalara reveal how their Tax Research tool transforms complex sales tax questions into clear answers during an Earmark Expo webinar. With rooftop-precision lookups, multi-state comparisons, and expert support, the platform helps accounting firms of all sizes deliver confident tax guidance to clients.

Women in Accounting Need Mentors Who See Their Potential Before They Do

In the latest She Counts podcast episode, hosts Questian Telka and Nancy McClelland explore how mentorship transforms women’s careers in accounting. Despite equal entry rates, women hold only 19% of partner positions. The hosts share personal experiences and neuroscience insights showing why outside perspective is crucial for professional advancement.

How Growing Businesses Can Automate and Protect Payments

Hosts Blake Oliver and David Leary welcomed Omri Mor from Routable on the Earmark Expo webinar to showcase how their platform fills the “Goldilocks gap” in bill pay solutions. Perfect for businesses processing 100-100,000 monthly payments, Routable offers ERP integration, fraud detection, and custom approval workflows without replacing existing systems.

When Two Accounting Apps Listen to Their Customers (And Actually Do Something About It)

On The Unofficial QuickBooks Accountants Podcast, host Alicia Katz Pollock brings together Ben Stein (Keeper) and Tal Ben Bassat (Anchor) to reveal how customer demand drove their game-changing integration. Discover how these specialized tools now work seamlessly together, eliminating manual onboarding and creating an accounting workflow that actually makes sense.

Construction’s Tech Revolution: How Generational Change is Driving Digital Transformation

On The Unofficial Sage Intacct Podcast, Sage veteran Angela Nelson reveals how construction is finally embracing technology as next-gen leaders take over family businesses. After decades of resistance, the industry is rushing toward cloud solutions, with Sage’s construction division becoming their fastest-growing vertical through strategic acquisitions and integrated solutions.

These Two Finance Teams Are Already Using AI While You’re Still Debating It

In this crossover episode of The Accounting Podcast and Beyond Spend, Blake Oliver talks with Emburse CFO Adriana Carpenter and PizzaExpress’s Olga Pavlova-Grebliauske about how AI transforms finance teams from compliance enforcers to strategic partners, eliminating tedious tasks and uncovering valuable spending insights that drive business growth.

Women in Accounting Are Finally Done Pretending They Have It All Figured Out

Nancy and Questian’s journey from an initial Slack rejection to launching “She Counts” podcast explores the invisible challenges women in accounting face. Their authentic conversations tackle professional isolation, work-life balance, and creating community beyond individual success. Join these accounting professionals as they transform “I’m figuring this out alone” into “we’re in this together.”

Hidden in Plain Sight: How Yale Missed a $40 Million Procurement Fraud

In the “Oh My Fraud” podcast episode, Caleb tells how Yale administrator Jamie Petrone stole $40 million through a tablet computer purchasing scheme while flaunting luxury cars and multiple homes. The fraud continued for nearly a decade before an anonymous tip finally exposed her elaborate operation.

When Trust Isn’t Enough: The $17 Million Betrayal of Baseball’s Biggest Star

The “Oh My Fraud” podcast explores how Shohei Ohtani’s trusted interpreter, Ippei Mizuhara, stole $17 million to fuel his gambling addiction. Hosts reveal how Mizuhara manipulated banking systems and placed 19,000 bets over 29 months while impersonating the baseball superstar, ultimately receiving a 57-month prison sentence for his betrayal.

QuickBooks Online Tags Retiring May 15: How to Migrate Your Data Now

The Unofficial QuickBooks Accountants Podcast hosts Alicia Katz Pollock and Dan DeLong explain why QuickBooks Online is retiring the Tags feature after May 15th, 2025. Learn how to migrate to Custom Fields, what functionality you’ll lose, and how to preserve your historical data before it’s gone forever.

How to Use AI to Analyze Data and Draft Financial Reports in Minutes

I’ll create two summaries and provide 10 tags for the blog post about using AI in finance and accounting.
50-word summary:
Discover how AI is transforming financial analysis from hours into minutes! On The Earmark Podcast, Blake Oliver and guest Nicolas Boucher explore practical examples like automated cohort analysis and salary distribution visualizations. Learn how to maintain data security while leveraging AI to become a strategic business partner instead of a spreadsheet specialist.

The Implementation Gap: Why Even Legitimate Tax Strategies Fail During Audits

Tax attorney Jasmine DiLucci reveals on The Earmark Podcast that the biggest tax mistake isn’t misinformation—it’s failing to implement legitimate strategies properly. Her integrated approach bridges the gap between theory and execution, helping clients avoid costly audits while offering proper documentation that social media advice often ignores.

How Trump’s Pick to Run Medicare Paid No Medicare Taxes in 2023

Dr. Oz, Trump’s CMS nominee, avoided Medicare taxes using the “limited partner exemption” tax strategy. The Accounting Podcast hosts Blake Oliver and David Leary dive into this controversy, exploring tax loopholes for the wealthy and what it means as IRS faces massive workforce cuts.

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