Blog - Earmark CPE

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.

QuickBooks Updates: Tap to Pay, Third-Party Integrations, and Training Opportunities for Accounting Pros

Hosts Alicia Katz Pollock and Matthew “Spot” Fulton reveal game-changing QuickBooks updates from Intuit’s March webinar, including iPhone payment processing without hardware, expanded integrations, and advanced ProAdvisor training opportunities. Discover how these innovations can streamline your accounting practice and deliver more value to clients.

Selling Your Accounting Firm: Misconceptions, Valuations, and Market Realities

In the latest “Who’s Really the BOSS” podcast episode, guest Doug Lewis shares insider insights on record-breaking accounting firm M&A trends. Learn why aging owners are selling, what buyers are looking for, and four proven strategies to maximize your firm’s value in today’s red-hot market.

From Burnout to Blueprint: How One CPA Built a $200K Practice Working Just 15 Hours a Week

Discover how Erica transformed from a burnt-out corporate accountant to earning $200,000+ yearly on just 15 hours weekly. On the Earmark Podcast, she reveals her strategy of specializing in consultants, using QuickBooks and Fathom, and conducting high-value CFO meetings—all while prioritizing family time and personal wellbeing.

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.

Mastering Intuit Account Management: Essential Security for QuickBooks Professionals

Discover how to secure your QuickBooks account and never lose client access again! Hosts Alicia Katz Pollock and Dan DeLong of The Unofficial QuickBooks Accountants Podcast reveal essential tips for managing Intuit accounts, creating backup access methods, and navigating complex client relationships through powerful but overlooked management portals.

PCAOB Board Member Reveals Why 46% Audit Deficiency Rate Is Misleading

Are PCAOB audit deficiency statistics misleading? On The Earmark Podcast, Christina Ho explains to host Blake Oliver why headline-grabbing 46% deficiency rates don’t reflect actual audit quality. She reveals that less than 5% of “deficient” audits result in incorrect opinions, challenging Senator Warren’s criticisms of her views.

Hidden QuickBooks Updates in March 2025 That Will Change Your Accounting Workflow

Discover March 2025’s crucial QuickBooks updates with hosts Alicia Katz Pollock and Margie Remmers-Davis on The Unofficial QuickBooks Accountants Podcast! From improved reports navigation to new payment features and account limitations, these expert insights will keep you ahead of changes affecting your clients’ QuickBooks experience.

Intuit’s Stockholders Meeting: What Accountants Need to Know

Alicia Katz Pollock and guest co-host Matthew “Spot” Fulton of the Unofficial QuickBooks Accountants Podcast break down Intuit’s annual meeting, revealing AI initiatives, five strategic bets, and what QuickBooks’ evolving ecosystem means for accounting professionals who want to stay ahead of industry changes.

Streamlining Sales Tax Compliance: Exploring Avalara’s Managed Returns for Accountants

Managing sales tax is one of the most challenging services to offer clients as an accounting firm. Collecting sales information and filing tax returns traditionally involves a lot of work. It means logging in to multiple state portals, keying in sales data, and filing returns one at a time. With…

7 Game-Changing Features in QuickBooks Modern Invoices That Save You Time

Podcast host Alicia Katz Pollock and guest host Dan DeLong reveal how QuickBooks’ modern invoice redesign transforms client billing with smarter customer insights, expanded payment options, and strategic fee management. The Unofficial QuickBooks Accountants Podcast offers essential tips to leverage these powerful features while avoiding common pitfalls.

AI’s Game-Changing Impact on B2B Revenue Management

Earmark Expo’s webinar revealed how Tabs, presented by CEO Ali Hussain, revolutionizes B2B revenue management with AI. The demo showed how this all-in-one platform automates contract ingestion, billing, usage tracking, revenue recognition, and collections—transforming finance teams from data processors to strategic advisors in just one billing cycle.

Proactive Cash Flow Solutions for Small Business Clients

Discover how to transform cash-strapped businesses into financially secure operations in Earmark Webinars+ featuring Relay’s Deanna Zubrickas. Learn the proven system of multiple accounts and automated transfers that helps 91% of struggling small businesses gain control of their finances and reduce stress.

The Fun CPA Shares How to Work No More Than 40 Hours In Tax Season

Discover how “The Fun CPA” Yuri Kapilovich built a $250,000 practice working just 40 hours during tax season and 10-15 hours off-season. On The Earmark Podcast with Blake Oliver, he reveals his premium pricing strategy, work-life balance secrets, and why fewer clients at higher fees creates better results.

Design Better Habits, Build a Better Accounting Firm

In “Who’s Really the BOSS?” podcast, Rachel and Marcus Dillon discuss how personal habits transformed their accounting firm. The couple applied James Clear’s Atomic Habits principles—making tasks obvious, designing supportive environments, and aligning with core values—to build a thriving remote practice while maintaining work-life balance.

Building Sustainable Accountability: How to Maintain Momentum Year-Round

Rachel and Marcus Dillon reveal on “Who’s Really the BOSS?” podcast how accountants can maintain resolutions during tax season through accountability and measurable goals. Their firm DBA plans strategic growth while employing practical strategies that work even during busy season—proving sustainable progress is possible with the right structure.

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.

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