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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.

The Real Cost of Being Everyone’s Favorite Boss

In this powerful Earmark Podcast episode, recorded at the Advisory Amplified Tour in Seattle, host Blake Oliver interviews burnout survivors Madeline Reeves and Lynnette Oss Connell. They share their journeys from professional collapse to sustainable success. Learn how these accounting leaders rebuilt their careers by setting boundaries, creating systems, and finding community after hitting rock bottom.

When Auditors Become Robots: The Hidden Cost of Mechanical Box-Checking

For four to five straight years, an audit team meticulously completed their control testing checklists, dutifully checking every box and signing off on every procedure. Their work papers looked pristine. Their compliance documentation was flawless. And all the while, an employee was systematically committing fraud right under their noses. When…

Why This Firm Owner Woke Up Unable to Move After Planning Her Path to $3 Million

In this She Counts episode, hosts Nancy McClelland and Questian Telka interview Justine Lackey, who pioneered virtual bookkeeping in the 90s before selling her successful firm. Lackey shares how rejecting endless growth for intentional “lateral growth” created a valuable business while preserving her values and wellbeing. Learn her secrets in her Modern Firm Challenge.

Three Safe Harbor Elections Could Save Thousands on Your Next Big Repair Project

When a rental property owner faces a $27,000 repair bill, can they deduct it immediately or must they capitalize it? Jeremy Wells, CPA, EA, walks through this real case on Tax in Action, revealing the IRS framework for repair versus improvement decisions and three safe harbor elections that could save thousands in taxes.

The Real Reason Your Female Colleagues Keep Disappearing from Leadership

In the She Counts podcast episode “Still Under Glass,” hosts Questian Telka and Nancy McClelland tackle accounting’s female leadership crisis. They identify the motherhood penalty, flexibility trap, and sponsorship gap as barriers keeping women from partnership, offering actionable solutions for firms to transform their cultures and retain talented women professionals.

Why Accountants Are Both Thrilled and Terrified by QuickBooks’ Latest AI Push

In the latest Unofficial QuickBooks Accountants Podcast, hosts Alicia Katz Pollock and Matthew “Spot” Fulton explore Intuit’s new AI agents for payment collection and payroll processing. They debate the benefits of automation while warning about necessary human oversight to avoid compliance issues with these time-saving but potentially risky technologies.

Tax Law Rewards Professional Stagnation While Punishing Growth

In the latest Tax in Action podcast, Jeremy Wells reveals how the tax system penalizes professional advancement. From CPAs to MBAs, the credentials that make you more valuable often become non-deductible “personal investments.” Discover how to navigate this knowledge economy trap and make informed decisions about your professional development.

The Business Case for Leading with Heart in a Numbers-Driven World

CPA Dawn Brolin shares her journey from victim of toxic leadership to empathy champion on the She Counts podcast with Nancy McClelland and Questian Telka. Her new book “The Elevation of Empathy” reveals how embracing emotional intelligence creates stronger teams and better business outcomes, not weakness as the accounting profession often assumes.

Why Most Accounting AI Will Hit an Auditability Wall

FloQast CEO Mike Whitmire joins Blake Oliver on the Earmark Podcast to explain the “auditability wall” AI accounting systems face. While tech companies rush to automate accounting, FloQast’s Transform solution uniquely preserves audit trails by combining AI power with human oversight, transforming accountants into reviewers rather than transaction processors.

How Smart Small Businesses Turn Economic Headwinds into Competitive Advantages

Gusto economist Nicholas Tremper reveals on the Earmark Podcast that despite economic challenges, small businesses are thriving by combining AI productivity tools and competitive benefits packages. Rather than downsizing, they’re adapting creatively, creating opportunities for accountants to evolve from compliance providers into strategic advisors guiding clients through uncertainty.

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