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The Accounting Platform That Achieves 96.5% Automation Reveals How They Did It

In this milestone 100th Earmark Podcast episode, host Blake Oliver speaks with Digits CEO Jeff Seibert about achieving 96.5% bookkeeping automation through AI. Seibert reveals how firms adopting this technology aggressively will outcompete others, shares practical implementation strategies, and explains why 30-year-old database architecture is holding accounting back.

When Insurance Payouts Trigger Unexpected Tax Bills (and How to Avoid Them)

Jeremy Wells, EA, CPA examines IRC Section 1033 in the latest “Tax in Action” episode, revealing how involuntary conversion rules can defer or eliminate taxes on insurance payouts after disasters. Learn from Jessica’s $50,000 mistake and discover planning opportunities beyond natural disasters, including government condemnations and credible threats.

The Shadow Economy of Stolen Points That Nobody Talks About

LexisNexis Risk Solutions’ Kim Sutherland joins Oh My Fraud host Caleb Newquist to expose the $100 billion loyalty fraud crisis. With nearly 100% year-over-year growth, criminals are exploiting forgotten rewards programs as unregulated digital currency. Discover how sophisticated fraudsters harvest your coffee points, airline miles, and why accounting professionals must treat loyalty programs as serious financial vulnerabilities.

How This Accounting Pro Earns $1,000 Monthly from Software She Already Recommends

Discover how QuickBooks Solution Providers earn up to $1,000 monthly in passive income through merchant services residuals. In episode 108 of The Unofficial QuickBooks Accountants Podcast, host Alicia Katz Pollock and guests Carrie Kahn, Jeff Siegel, and Dan DeLong reveal the QSP program’s evolution, strategic partnerships, and collaborative opportunities transforming accounting practices.

Your Crypto Loss Might Not Be Deductible (Even Though Your Neighbor’s Is)

Tax professional Jeremy Wells dissects cryptocurrency theft losses on Tax in Action, revealing why identical scam victims may face drastically different tax outcomes. From pig butchering schemes to romance fraud, discover how profit motive separates deductible losses from devastating personal ones—and why even 18 tax judges disagreed on a single case.

Navigating QuickBooks Online’s Interface Changes: From Frustration to Opportunity

QuickBooks Online’s interface overhaul is disrupting workflows, but Alicia Katz Pollock offers real solutions in episode 106 of The Unofficial QuickBooks Accountants Podcast. She shares navigation tricks, hidden features, and her strategic response: a complete curriculum refresh teaching the new interface. Learn how to turn frustration into mastery with actionable strategies.

Your Team Actually Wants You Less Involved in Daily Operations—Here’s How to Give Them What They Need

Earmark Podcast host Blake Oliver interviews Chase Damiano, founder of Human at Scale, about escaping the accounting firm owner’s bottleneck trap. Damiano shares his six-part delegation framework—developed after scaling a coffee company to $5M and experiencing severe burnout—that transforms overwhelmed firm owners into strategic leaders by systematically redistributing responsibilities and empowering teams.

Your Best Audit Findings Hide Behind the Questions You Never Ask

Picture this: A controller walks an auditor through their revenue recognition process, casually mentioning a manual journal entry they make at year-end to “true things up.” That offhand comment—captured only because the auditor asked an open-ended question rather than a checklist query—led to uncovering improper revenue recognition that would have…

The Hidden Tax Trap That Turns Disaster Relief Into Taxable Income

In Tax in Action, EA Jeremy Wells reveals how Hurricane Ida victim Jessica’s $250,000 insurance payout created an unexpected taxable gain instead of relief. Wells launches a three-part series on disaster tax provisions, explaining how TCJA transformed casualty loss rules and why filing insurance claims is now mandatory—even when you’d rather not.

Your Airline Miles Are Worth $74 Billion and Hackers Know It

Host Caleb Newquist uncovers a shocking fraud epidemic on Oh My Fraud: your loyalty points are worth billions and shockingly vulnerable. From airline miles funding Abu Dhabi vacations to teens draining gas perks, fraudsters are exploiting security gaps while companies shift responsibility to victims. Your rewards aren’t just marketing—they’re unprotected cash.

From Vanishing Jobs to Work Slop: Inside Accounting’s AI Reality Check

Blake Oliver and David Leary tackle AI’s rapid disruption of accounting in The Accounting Podcast episode 455. Entry-level auditor jobs have plummeted 43% as firms automate, while accountants struggle to identify AI-generated fake receipts and “work slop” costs companies $200 monthly per worker. Discover how to navigate this transformation.

Stop Pricing the Deliverable and Start Pricing the Relationship

Earmark Podcast host Blake Oliver talks with Marie Greene (CPA, Connected Accounting CEO) and Ryan Embree (Ignition) during the Advisory Amplified tour in Los Angeles about escaping the underpricing trap plaguing accounting firms. Learn how Greene transformed from charging $12 for 20+ hours to building profitable pricing systems and confidently charging your worth.Retry

Three Women Are Redefining Success in Accounting by Breaking Every Conference Rule

She Counts hosts Nancy McClelland and Questian Telka interview Erin Pohan, Sharrin Fuller, and Madeline Reeves about transforming accounting conferences. Discover how WAVE Seattle, Women Who Count, and Advisory Amplified create intimate spaces where vulnerability replaces vendor pitches, implementation beats inspiration, and genuine connection catalyzes career transformation for women in accounting.

Perfect Audit Work Means Nothing Without This One Critical Skill

Audit Smarter podcast hosts Abdullah and Sam Mansour, CPA, reveal why poor documentation is sinking otherwise excellent audits across firms. Learn the four essential questions every work paper must answer, discover the hidden costs of unclear documentation, and master practical strategies to transform your documentation from weakness to professional asset.

This CPA Spent Five Years Modernizing His Firm Before Making a Move to Buy It

On “Who’s Really the Boss?”, hosts Rachel and Marcus Dillon interview Tim Abbott about acquiring two legacy Chicago accounting firms and transforming them into a thriving $2.4 million practice. Abbott shares his patient, five-year modernization strategy, the power of saying “no,” maintaining client trust through continuity, and building essential peer relationships that sustained him through challenging transitions.

When Life Happens During the Wrong Tax Years—A $500,000 Lesson in Timing

Tax in Action podcast host Jeremy Wells explains how homeowners can lose $500,000 capital gains exclusions through timing mishaps. The Weberts lost their exclusion after medical crises forced home rental, illustrating Section 121’s rigid requirements. Even legitimate hardships don’t override technical rules in what might be your clients’ most significant financial transaction.

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