Blog - Earmark CPE

AI Can Reconcile a Bank Account End to End Without Instructions

AI is quietly taking over core accounting work — and most firms aren’t ready. On Episode 482 of The Accounting Podcast, Blake Oliver and David Leary reveal how Perplexity and Palantir are moving into tax prep and audit selection, why 80% of firms see zero AI productivity gains, and what the three-person firm of tomorrow looks like.

The AI Trust Problem Accounting Can’t Afford to Ignore

Why can’t accounting AI afford a 70% accuracy rate? In Episode 34 of The Unofficial Sage Intacct Podcast, hosts Doug Lewis, Matt Lescault, and Emily Madere sit down with Sage’s Mark Hickman to unpack AI’s real role in finance, the adoption paradox, and what’s coming at Sage Future 2026.

Grieving, Relieved, Scared, and Strong All at Once: None of That Has to Cancel the Other Out

Co-hosts Nancy McClelland and Questian Telka kick off Season 3 of She Counts with their most personal conversation yet. Questian opens up about navigating divorce while running her firm, raising kids, and showing up on stage. Together they explore radical acceptance — and why falling apart might be your greatest professional skill.

The $450,000 Worth of Clients DBA Walked Away From on Purpose

Marcus and Rachel Dillon built Dillon Business Advisors from a $400K acquisition into a multi-million-dollar firm — and they’re sharing every number, mistake, and pivot. On the Who’s Really the Boss? podcast, this husband-and-wife duo reveals the raw truth behind 15 years of reinvention. Part one is not to be missed.

IPA Survey Data Reveals What Best of the Best Firms Actually Do Differently Than the Rest

Is your accounting firm leaving money on the table? Earmark Podcast host Blake Oliver and Chelsea Summers of Inside Public Accounting dive into fresh benchmarking data from 600+ firms — revealing why top performers earn 30% more per partner hour, what offshoring really does to margins, and why AI could break hourly billing for good.

Your Client Got a W-2 and a 1099 from the Same Company. Here’s How to Handle It

Worker classification is messier than most practitioners realize — and the mistakes are costly. In Part 2 of his series on the Tax in Action podcast, Jeremy Wells, EA, CPA, breaks down statutory employees, legitimate dual W-2/1099 situations, and the relief options that can save your clients from disaster.

The Overtime Deduction Just Made the Department of Labor’s Definition of Employee Your Problem

Worker classification isn’t just an HR issue anymore — it’s a tax crisis waiting to happen. In Episode 24 of Tax in Action, Jeremy Wells, EA, CPA, breaks down the IRS control standard, the DOL’s economic reality test, and why the One Big, Beautiful Bill Act means tax pros can’t afford to get this wrong.

The Month-End Close Is Accounting’s Biggest Bottleneck. Here’s How AI Is Dismantling It

What if your month-end close took minutes instead of days? In this must-watch webinar, Digits product specialist and 15-year accounting veteran Megan Reid demos how AI-native platforms handle reconciliations, transaction coding, and bank statement chaos automatically — so you can finally focus on the advisory work that actually grows your firm.

A $50 Billion Company Couldn’t Match a Wire Transfer to an Invoice—And Your Clients Probably Can’t Either

If a $50 billion company can’t match a wire transfer to an invoice, what’s happening inside your clients’ businesses? In this Earmark webinar, Alternative Payments CEO Baxter Lanius reveals four automation levers that slash collection times from 35 days to five — and transform cash flow into a competitive advantage.

How the Vatican’s Blessing Helped Hide $1.3 Billion in Missing Money

In 1982, Roberto Calvi — “God’s Banker” — was found hanging beneath Blackfriars Bridge with bricks in his pockets. Host Caleb Newquist of the Oh My Fraud podcast unravels how Vatican ties, secret Masonic lodges, and $1.3 billion in circular offshore schemes brought down one of Italy’s most prestigious banks.

The Billable Hour Is Broken and Every Firm Leader Knows It. So Why Won’t Anyone Kill It?

The billable hour is broken — and everyone knows it. On the Earmark Podcast, host Blake Oliver and Sikich managing principal Richard Lynch get radically honest about why accounting firms keep clinging to timesheets even as AI rewrites the rules. The firms that let go first will win. Will yours?

When Tax Day Was Party Night at the Post Office — And Why AI Is About to Upend Everything Else About Accounting

Before tax e-filing took over, April 15th was a public spectacle at American post offices. As Blake Oliver and David Leary discussed on their Tax Day episode of The Accounting Podcast, crowds would gather until midnight, with live entertainment, giveaways, and even Playboy offering “stress relief massages” in pink booths.…

A Simple Practice to Help Professional Women Stop Feeling Like They Haven’t Accomplished Enough

Hosts Questian Telka and Nancy McClelland of She Counts are joined by keynote speaker Valerie Heckman to explore the “ta-da list” — a simple but powerful practice helping women in accounting finally recognize what they have accomplished, instead of fixating on what’s left undone. Your mindset shift starts tonight.

Not All AI Is Created Equal and Your Next Software Decision Depends on Knowing the Difference

Blake Oliver and Rob Hamilton of Digits cut through the AI hype flooding accounting software — live on an Earmark webinar. Rob reveals the four AI model types actually worth your attention (plus one that’s a total lie), and why the month-end close could be fully automated by end of 2026.

She Tried to Sell Her Firm Three Times Before Moving It to a Beach in Mexico

Sandra Koch tried selling her accounting firm three times — then went fully remote and moved to a beach town in Mexico. In this episode of Who’s Really the Boss?, hosts Rachel and Marcus Dillon unpack her surprising journey from burnout to freedom, and what it means for your firm’s future.

AI Agents Now Complete Tax Returns Start to Finish While the Government Can’t Even Audit Its Own Books

The US government just declared itself insolvent — and AI is simultaneously dismantling the accounting profession. In Episode 481 of The Accounting Podcast, Blake Oliver and David Leary join guest Kenji Kuramoto to unpack a $42 trillion deficit, AI agents filing tax returns autonomously, and why the window to adapt is closing fast.

Why Women in Accounting Keep Losing Credit for Their Own Ideas

On She Counts, hosts Nancy McClelland and Questian Telka get real about idea theft after Nancy’s entire slide deck was used in a QB Power Hour session — without her. From subtle meeting erasure to outright plagiarism, they explore why credit systematically drifts from women in accounting and what we can do about it.

The IRS Now Knows Who’s Trading Crypto But Can’t Tell What Anyone Owes

The IRS can now see who’s trading crypto — but can they figure out who actually owes taxes? On the Earmark Podcast, host Blake Oliver sits down with Coinbase’s VP of Tax Lawrence Zlatkin to break down the new 1099-DA form, its glaring gaps, and what it means for your clients.

Fake Auditor Conclusions, Fabricated Board Minutes, and the Growing Cracks in Accounting’s Trust Infrastructure

Fake SOC 2 reports, a state nearly wiping out its Board of Accountancy, and AI ads that look suspiciously like QuickBooks marketing — Blake Oliver and David Leary unpack the forces threatening the accounting profession from every angle. This episode of The Accounting Podcast will make you rethink trust in the system.

Hidden Screens, Tax-Season Tequila Deliveries, And Other Things Only Women In Accounting Would Believe

What happens when women in accounting get real about their profession? On this special birthday episode of She Counts, hosts Nancy McClelland and Questian Telka crowdsource hilariously relatable stories — from conference packing chaos to infuriating client encounters — proving that laughter just might be the best survival tool in tax season.

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