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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.

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.

The Future of Financial Reporting Is Already Here – And It’s Automated

G-Accon Chief Operating Officer Yelena Tretyakova demonstrates game-changing accounting automation during Earmark Expo, showcasing seamless QuickBooks integration, automated reporting, and multi-entity consolidation. Say goodbye to manual spreadsheet work—learn how this powerful Google Sheets add-on is revolutionizing month-end close and giving accountants more time for advisory services.

Maximizing Tax Savings with Defined Benefit and Cash Balance Plans

David Podell of Business Benefits Consultants reveals how CPAs can help business owners transform $500,000+ tax burdens into retirement wealth through strategic defined benefit plans. Through real case studies, including an $874,000 law firm contribution and a $948,000 family business deduction, Podell demonstrates how to maximize tax savings while building retirement assets.

Uncover the Strategy That Turns Extended Leave into an Innovation Opportunity

When two team members took maternity leave at once, Dillon Business Advisors didn’t just survive—they thrived. In this episode of Who’s Really the BOSS?, hosts Marcus and Rachel Dillon chat with Lezlie Reeves about how systematic documentation and strategic training turned a potential crisis into unexpected growth and increased profitability.

Why Top CPAs Embrace Strategic Productivity Over Time Management

Mark Ferris of Panalitix reveals the secret behind why some accounting professionals thrive while others struggle: strategic productivity. Through organizational systems, smart communication strategies, and mindset shifts, he shows how to break free from time-management traps and build a more profitable practice—without sacrificing work-life balance.

Why a Smaller Client Base Helped This Firm Accelerate Revenue 

On Who’s Really the BOSS?, Marcus and Rachel Dillon reveal their counterintuitive path to success: shrinking their client base from 2,400 to 100 while growing revenue from $2M to $3M. Learn how this Texas accounting firm’s “less is more” strategy transformed their business through strategic tech consolidation and culture-first growth.

Automation in Payment Management: A Game Changer for Accountants

In a revealing Earmark Expo conversation with hosts Blake Oliver and David Leary, Forwardly CEO Nick Chandi demonstrates how accountants can revolutionize payment processing using FedNow and RTP rails. Discover how real-time payments, automated workflows, and a unified dashboard are transforming accountants from payment processors into strategic advisors.

The Bitcoin Debate: CPA Skeptic vs. CPA Believer

Join Blake Oliver and guest Noah Buxton, CEO of The Network Firm LLP, on The Earmark Podcast as they dive into Bitcoin’s controversial $100,000 milestone. A skeptical CPA meets a blockchain innovator to explore digital gold, crypto lobbying, and why Bitcoin’s massive infrastructure matters. Plus, discover why blockchain could be accounting’s biggest revolution since double-entry bookkeeping.

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