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Earmark Podcast | Earn Free Accounting CPE

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Rating
★★★★★
4.9
from
26 reviews
This podcast has
111 episodes
Language
English
Explicit
No
Date created
2021/10/06
Latest episode
2026/02/05
Average duration
45 min.
Release period
16 days

Description

This show is brought to you by Earmark, your source for podcast-based continuing education for accounting and tax professionals. You can earn CPE by listening to the episodes on this podcast and more! Sign up for our mobile app to earn free CPE whenever you want, wherever you go. Learn more at https://earmarkcpe.com.

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Check latest episodes from Earmark Podcast | Earn Free Accounting CPE podcast


Inside Thomson Reuters’ Plan to Automate the Tax Return
2026/02/05
AI won’t replace accountants—but AI-enabled firms will outcompete them. Blake Oliver sits down with Thomson Reuters’ Elizabeth Beastrom and Kirat Sekhon to map the end-to-end tax workflow, from document intake and auto-population (SurePrep) to delivery and e-sign (SafeSend), and into year-round advisory with CoCounsel and Ready to Advise. Learn how to “kill the questionnaire,” free staff from data entry, build an open tech stack, and turn tax prep into subscription advisory. Chapters (02:49) - Technology Expectations of New Accountants (03:38) - The Shift from Desktop to Cloud-Based Tax Software (05:14) - Thomson Reuters' Approach to Customer-Centric Tax Technology (05:55) - Automation and AI in Tax Workflow (10:58) - The Role of SurePrep in Data Entry Automation (18:34) - Advisory Services and Ready to Advise (24:53) - AI in Onboarding and Knowledge Transfer (25:35) - Empowering Junior Associates with AI (26:41) - AI in Education and Talent Attraction (30:40) - AI's Role in Tax and Accounting (33:58) - The Future of AI in Tax Preparation (41:59) - AI-Driven Advisory Services (47:41) - Practical Steps for Tax Firms to Embrace AI Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guests Elizabeth Beastrom https://www.linkedin.com/in/elizabeth-beastrom/Kirat Sekhon https://www.linkedin.com/in/kirat-sekhon-2172022/ Learn more about Thomson Reuters http://thomsonreuters.com/ Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
Excel and AI: Code Your Way to Hours Back Every Week
2025/12/17
You open Excel daily, but are you using AI to make it work for you? While 58% of professionals have tried AI, only 17% use it regularly—a missed opportunity. Join CPA Kyle Ashcraft in this hands-on webinar to learn vibe coding—a no-programming approach using Cursor AI to automate repetitive Excel tasks. Watch Kyle transform messy spreadsheets, organize GL data, and reconcile transactions with simple AI prompts while keeping data secure. You'll get three ready-to-use scripts plus a framework to automate countless tasks and reclaim hours weekly. (Originally recorded on October 20, 2025, on Earmark Webinars+) Chapters (02:18) - Meet Kyle Ashcraft and His AI Journey (02:31) - The Importance of AI in Accounting (03:30) - Kyle's Background and CPA Review (04:38) - Live Webinar and Audience Interaction (05:12) - Kyle's AI Projects and Cursor Introduction (07:39) - Data Privacy Concerns with AI (17:18) - Practical AI in Excel: Examples and Demonstration (20:03) - Getting Started with Cursor (23:55) - First Cursor Project: Cleaning Up Excel Data (31:38) - Jumping into Financial Document Verification (32:50) - Exploring Cursor's Privacy Settings (33:48) - Understanding Data Retention Policies (36:23) - Comparing Excel Files with Cursor (36:48) - Analyzing Complex GL Details (42:22) - Using Cursor for Recurring Accounting Tasks (49:20) - Leveraging AI for Audit and Analysis (50:53) - Practical Tips for Implementing Cursor (53:56) - Q&A: Advanced Cursor Features (59:04) - Conclusion and Next Steps Earn CPE for this episode: https://www.earmark.app/c/2854Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/ Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Resources Intro to Cursor PDF Guide - https://mcusercontent.com/02dbcae4a3e3f15021db25a0c/files/deff5647-e0a3-51d7-4225-cf8b3a48532d/Cursor_AI_Quick_Guide.pdf Webinar presentation - https://ai.maxwellstudy.com/ Connect with Our Guest, Kyle Ashcraft, CPA LinkedIn: https://www.linkedin.com/in/kyle-ashcraft-cpa-7638a42a Learn more about Maxwell CPA Review https://maxwellcpareview.com/ Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
Auditing at the Speed of Risk with Richard Chambers
2025/11/09
Are you auditing at the speed of risk? Richard Chambers—50-year internal audit veteran and AuditBoard advisor—joins Blake to map the path forward. Hear why AI now ranks as risk #1, how to build continuous risk monitoring, and what “independence, not isolation” means for the three-lines model. Learn where CAEs should start with AI (risk assessment, analysis, reporting), how to audit culture and AI governance, and how to earn audit committee trust with no surprises. Chapters (01:37) - Richard Chambers' Career Journey (03:15) - Evolution of Internal Audit (05:34) - Emerging Risks in Internal Audit (08:13) - AI and Cybersecurity Challenges (10:51) - Continuous Risk Monitoring (25:30) - Connected Risk and AI Integration (27:42) - Introduction to the Three Lines of Defense (30:01) - Evolution to the Three Lines Model (31:18) - Connected Risk and Collaboration (32:08) - AI's Impact on Risk Management (35:20) - AI in Internal Audit: Opportunities and Challenges (40:32) - The Human Element in Internal Audit (44:40) - The Future of Internal Audit and AI (54:00) - Conclusion and Final Thoughts Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Richard Chambers LinkedIn: https://www.linkedin.com/in/richard-chambers-a5108914/Twitter: https://x.com/rfchambersWebsite: https://auditboard.com/ Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
The Future of Advisory: Unlocking Your Firm’s CFO Potential
2025/10/22
Live from Boston on the final stop of the Advisory Amplified tour, Blake sits down with James Erving from Fathom and Chris Macksey from Prix Fixe Accounting to explore what advisory services really mean beyond bookkeeping and compliance. Chris shares how his firm requires advisory for all restaurant clients, using industry expertise and operational metrics to guide decisions on everything from menu pricing to expansion timing. The conversation covers the difference between delivering information versus being integral to decision-making, with insights on forecasting, benchmarking, and why visual KPIs help clients with low financial literacy understand their business performance. Chapters (00:22) - Welcome to the Earmark Podcast (01:15) - Prix Fixe Accounting: A Niche in Hospitality (02:25) - Advisory Services in the Restaurant Industry (06:20) - Forecasting and Budgeting for Restaurants (06:59) - Getting Started with Advisory Services (13:40) - Defining Advisory Services (17:35) - The Value of Metrics and Visuals (25:24) - Advice for Firms Starting Advisory Services (27:40) - Conclusion and Final Thoughts Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guests: James Erving LinkedIn: https://www.linkedin.com/in/jameserving/ Learn more about Fathom Official website: http://fathomhq.com Chris Macksey LinkedIn: https://www.linkedin.com/in/cmacksey/ Learn more about Prix Fixe Accounting Official website: https://prixfixe.accountants/ Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
Leading with Empathy: Building Teams That Thrive
2025/10/16
On the fifth stop of the Advisory Amplified tour in Atlanta, Blake sits down with Lisa Gilreath of Acuity and Valerie Heckman of OnPay to discuss what empathetic leadership actually looks like in an industry notorious for long hours and tight deadlines. The conversation covers everything from recognizing when team members are struggling to handling toxic high performers, with real talk about building slack into capacity planning and why unused PTO is a red flag. Lisa and Valerie share concrete steps for creating a culture where people feel supported enough to lean in when it matters most.Chapters (01:17) - Defining Empathy in Accounting (02:24) - Implementing Processes to Reduce Stress (03:26) - Balancing Workloads and Mental Health (10:15) - Client Relationships and Empathy (16:42) - Adapting to Change and Hiring for the Future (19:07) - Using Data to Spot Problems Early (24:35) - Handling Toxic High Performers (26:22) - Practical Tips for Leading with Empathy (30:55) - Conclusion and Final Thoughts Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guests: Valerie Heckman LinkedIn: https://www.linkedin.com/in/valerieheckman/ Learn more about OnPay Official website: https://onpay.com Lisa Gilreath LinkedIn: https://www.linkedin.com/in/lisa-gilreath-2ba506a/ Learn more about Sorren Official website: https://sorren.com/ Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
Banking on Change: How Renegade Firms Redefine Success
2025/10/10
Live from Austin on the Advisory Amplified tour, Blake sits down with Madeline Reeves of Fearless Foundry and Wesley McDonald of Relay to explore what it truly means to be a renegade in accounting: firms that lead clients to somewhere new rather than settle for "the way things have always been done." The conversation explores why top firms aren't afraid to say no to the wrong clients, how transparency in compensation and career pathways can address the talent crisis, and the hard-won lessons learned about building cultures of collaboration over competition. Chapters (00:37) - Defining a Renegade Firm (02:18) - Innovative Client Experiences (03:56) - Modern Banking and Accounting (08:03) - Aligning Business Values (10:47) - Renegade Firm Values (12:55) - Innovative Leadership and Career Paths (26:57) - Mistakes and Lessons Learned (32:57) - Conclusion and Final Thoughts Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guests: Madeline Reeves LinkedIn: https://www.linkedin.com/in/madelinefearless/ Learn more about Fearless Foundry Official website: http://www.fearlessfoundry.com Wesley McDonald LinkedIn: https://www.linkedin.com/in/wmcdonald48/?originalSubdomain=ca Learn more about Relay Official website: https://relayfi.com Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
Unlocking Capacity: The Workflow Revolution
2025/10/09
Blake sits down with Mary Delaney, CEO of Karbon, and Kenji Kuramoto, co-founder of Acuity, to explore how standardizing workflows can unlock growth without sacrificing the artistry of advisory work. They discuss Karbon's acquisition of Aider, the power of time studies to identify automation opportunities, and why getting senior advisors to embrace process requires framing workflow as empowerment rather than micromanagement. Kenji shares lessons from building Acuity's advisory practice and why workflow due diligence became critical during their 14-firm merger with Sorren. Chapters (01:14) - Introducing the Guests: Mary Delaney and Kenji Kuramoto (01:31) - Big News: Carbon's Acquisition of ER (02:41) - Defining Workflow Revolution in Small Firms (04:35) - Kenji's Journey: From Big Four to Acuity (07:03) - Challenges in Building Advisory Workflows (08:59) - Empowering Teams Through Workflow (17:46) - The Importance of Time Studies (19:14) - Kenji's Hands-On Approach to Workflow (25:16) - The Role of Workflow in Mergers and Acquisitions (28:08) - AI and the Future of Workflow in Accounting (30:39) - Conclusion and Final Thoughts Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guests: Mary Delaney LinkedIn: https://www.linkedin.com/in/marywdelaney/ Learn more about Karbon Official website: http://karbonhq.com Kenji KuramotoLinkedIn: https://www.linkedin.com/in/kenjikuramoto/ Learn more about Acuity Official website: https://acuity.co Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
Pricing For Profit: Unlocking Your Firm’s True Value
2025/10/04
Most accounting firms are dramatically underpricing their services, but the fear of losing clients keeps them stuck. Marie Greene and Ryan Embry join Blake for a live conversation in LA about spotting underpricing, having the repricing conversation, and why your worst clients are often the most price-insensitive. Plus, a live role-play demonstration of how to navigate a difficult pricing conversation. ChaptersSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/ Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guests: Ryan Embree LinkedIn: https://www.linkedin.com/in/ryan-embree-9463b286/ Learn more about Ignition http://ignitionapp.comMarie Greene, CPA LinkedIn: https://www.linkedin.com/in/mariegreene/Learn more about Connected Accounting http://connectedaccounting.co Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
Burning It Down To Build Better: How Community Is Key To Battling Burnout
2025/10/01
Recorded live in Seattle at the first stop of the Advisory Amplified tour, Blake sits down with Madeline Reeves (Fearless Foundry) and Lynette O'Connell (Burnout Bestie) to discuss the hard truths about burnout in accounting. Madeline shares how losing half her agency's revenue in 30 days forced her to stop trying to be likable and start building the business she actually wanted, while Lynette explains why nobody was coming to save her after scheduling overnight work shifts to keep up. They break down the three categories of burnout symptoms most accountants miss, why this profession attracts people whose love language is acts of service, and how to stop being the glue holding everything together.Chapters (00:55) - Meet the Guests: Madeleine Reeves and Lynette Oss Connell (01:27) - Madeline's Burnout Story (04:36) - Lynette's Burnout Journey (17:24) - Recognizing Burnout Symptoms (20:00) - Strategies to Combat Burnout (24:04) - Building a Supportive Community (30:37) - Conclusion and Final Thoughts Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guests: Madeline Reeves LinkedIn:https://www.linkedin.com/in/madelinefearless/ Learn more about Fearless Foundry Official website: http://www.fearlessfoundry.com Lynette Oss Connell LinkedIn: https://www.linkedin.com/in/lynnette-oss-connell-cpa/ Learn more about Burnout Bestie Official website: https://www.burnoutbestie.com/ Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
From Rules to Agents: Accounting’s Next Workflow
2025/09/27
Can an AI‑native general ledger really automate the monthly close without losing control? Blake talks with Digits CEO Jeff Seibert about an “autonomous GL” built on a vector graph model, AI agents that research unknown transactions and auto‑reconcile to pixel‑matched statements, and human‑in‑the‑loop safeguards. Learn where Digits fits best today, how to pilot it with clients, price AI‑powered CAS, and keep trust with audit trails, object‑level permissions, and deterministic reporting.Chapters (01:20) - Understanding Autonomous General Ledgers (02:13) - Technical Architecture of Digits (05:29) - Real-World Application of Digits (10:10) - Advanced Features and Accuracy (16:09) - Automated Reconciliation (19:11) - Innovative Reporting Capabilities (24:19) - AI Agents in Accounting (28:40) - Automating Collections and Approvals (29:59) - Customizing Agent Instructions (30:46) - Balancing Simplicity and Complexity in Product Design (46:42) - Impact of AI on Accounting Roles (48:26) - Learning and Adapting to AI in Accounting (52:45) - Conclusion and Next Steps Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Jeff Seibert Website: https://jeffseibert.com/LinkedIn: https://www.linkedin.com/in/jseibert/ Learn more about Digits Website: https://digits.com/ Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
Stop Being the Bottleneck: The Six-Part Delegation Playbook for Accounting Firms
2025/09/12
Still running every meeting and answering every Slack ping? Blake Oliver talks with Chase Damiano of Human at Scale about escaping founder bottlenecks. Learn a six-part delegation framework (responsibility, purpose, success, process, resources, decisions), turn 1:1s into leadership labs, build a team responsibility inventory and a delegation roadmap, and see why great prompts mirror great delegation. Leave with practical steps to hand off meetings, elevate decision-making, and reclaim time for strategy and growth.Chapters (01:17) - Chase's Sabbatical and Transformation (02:36) - Challenges of Rapid Growth and Burnout (03:28) - Finding Purpose and Slowing Down (13:59) - Effective Delegation Strategies (19:11) - Delegation Example: Managing Team Meetings (25:16) - Approval for Meeting Cancellations (25:37) - Delegation Framework Explained (26:02) - Addressing Delegation Failures (30:48) - Team Responsibility Inventory (32:56) - Delegation Roadmap (36:28) - Defining Success in Delegation (42:11) - Encouraging Decision-Making Autonomy (49:21) - Human at Scale: Transforming Operations (51:51) - Conclusion and Next Steps Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Chase Damiano LinkedIn: https://www.linkedin.com/in/chasedamiano/ Learn more about Human at Scale Visit Websitehttps://humanatscale.com/?utm_source=earmark&utm_medium=podcast&utm_campaign=podcast-promo&utm_content=shownotes Take the Assessmenthttps://humanatscale.com/assessment?utm_source=earmark&utm_medium=podcast&utm_campaign=podcast-promo&utm_content=shownotes Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
Breaking the "We've Always Done It This Way" Cycle
2025/08/28
Why do so many accounting firms struggle to bridge the gap between their stated values and actual workplace culture? In this episode, Blake Oliver sits down with Erin Daiber, founder of Well Balanced Accountants, to explore how firms can move beyond culture theory to real operational change. You'll discover why "we've always done it this way" thinking kills retention, learn specific strategies for showing appreciation without micromanaging, and understand how being too busy prevents the culture improvements you need most. Erin shares her framework for defining your current culture honestly, creating accountability structures that stick, and making small changes that build significant cultural shifts over time.Chapters (01:06) - Erin's Journey into Accounting (09:06) - Transition to Coaching (28:52) - Operationalizing Culture Change (30:55) - Defining Firm Values and Goals (33:12) - Balancing Client Service and Employee Well-being (35:10) - Aligning Personal and Professional Goals (38:09) - Overcoming Scarcity Mindset (46:12) - Showing Appreciation and Respect (53:21) - Strategies for Reducing Micromanagement (55:53) - Implementing and Sustaining Culture Change (57:46) - Conclusion and Contact Information Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Erin Daiber LinkedIn: https://www.linkedin.com/in/cpacoacherin/ Learn more about Well Balanced Accountants Website: https://www.wellbalancedaccountants.com/ Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
The Small-Business Economy in 2025: What Your Clients Need to Know
2025/08/11
What should you tell clients when tariffs increase and hiring slows? Blake Oliver discusses with Gusto senior economist Nicholas Tremper the effects on small businesses of high tariffs, reduced job growth, and a tighter labor market influenced by immigration policy. Find out how advising on cash flow and employee benefits can help your clients identify opportunities in a post-pandemic startup boom driven by artificial intelligence. Learn more about Gustohttps://earmarkcpe.promo/gustoChapters (01:09) - Meet the Guest: Nich Tremper, Senior Economist (02:36) - Impact of Tariffs on Small Businesses (11:12) - Labor Market Trends and Challenges (20:37) - Strategies for Small Business Success (22:37) - Impact of AI (30:00) - Trends in Offshore Hiring (32:36) - Impact of Inflation on Small Businesses (39:47) - The Role of Accountants in Business Strategy (42:48) - Rise of New Business Formations (48:39) - Optimism for Small Businesses in 2026 Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Nich Tremper LinkedIn: https://www.linkedin.com/in/nichtremperConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
The Auditability Problem That's Breaking Accounting AI
2025/07/24
Please note: This episode was recorded before changes were made to the Big Beautiful Bill, which eliminated the removal of the PCAOB. What happens when AI agents start doing your journal entries and reconciliations? Mike Whitmire, founder and CEO of Floqast, explains why accounting AI is fundamentally different from other business applications—and why auditability creates unique challenges that many companies will struggle to overcome. In this conversation, you'll learn how Floqast Transform enables accountants to build AI agents using simple narrative descriptions, thereby creating comprehensive audit trails while automating repetitive tasks. Mike walks through real-world examples, from benefit allocation journal entries to variance analysis, demonstrating how the "human-in-the-loop" approach handles exceptions and ensures compliance. Plus, hear his vision for the future accounting professional as an "accounting cyborg" who manages AI agents rather than junior staff. Chapters (00:43) - Agents in Accounting (01:22) - Flow Cast's AI Implementation (02:29) - Starting Points and Use Cases (04:14) - Flow Cast Transform and Integration (06:58) - Workflow Automation and Human Review (16:03) - Future of AI in Auditing (29:11) - Materiality Thresholds and Budget Analysis (30:29) - Financial Statement Narratives with AI (32:35) - AI in Financial Analysis and Risk Detection (36:02) - The Role of AI in Legislative Analysis (37:46) - AI Tools and Automation in Accounting (42:40) - The Future of Accounting with AI Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Mike Whitmire LinkedIn: https://www.linkedin.com/in/michaelcwhitmire/ Learn more about FloQast http://www.floqast.com Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
From Homeless to $20 Billion Deals: An Accountant's Journey
2025/07/10
What happens when a homeless 21-year-old musician transforms into a financial leader negotiating $20 billion deals at Google? Devon Coombs shares his remarkable journey from living in his car after his recording studio failed to becoming an ASC 606 revenue recognition expert who helped shape multibillion-dollar cloud contracts. You'll discover how he leveraged technical accounting expertise to leapfrog traditional career paths, why he cold-called a thousand controllers as a first-year auditor, and his predictions for how AI will transform accountants into "orchestrators" rather than individual contributors. Plus, learn why he's leaving Google to build a consulting practice focused on helping the profession adapt to an AI-driven future.Chapters (00:54) - Devon's Early Struggles and Music Industry Journey (02:59) - Transition to Accounting and Education (04:52) - Challenges and Lessons from the Recording Studio (06:58) - Impact of Automation and AI on Careers (12:59) - Devon's Path to Success in Accounting (17:59) - Early Career at Deloitte and Winning Business (22:45) - Transition to Smaller Firm and ASC 606 Insights (25:36) - Deep Dive into ASC 606 (28:06) - Becoming an Expert in ASC 606 (31:13) - Transition to Google and Work-Life Balance (34:18) - Negotiating Billion-Dollar Deals at Google (37:45) - The Role of AI in Accounting (48:20) - Leaving Google for Principal Consulting Group (51:49) - Conclusion and Future Collaborations Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Devon Coombs LinkedIn: https://www.linkedin.com/in/devoncoombs/Website: https://www.devoncoombs.com/ Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Podcast reviews

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4.9 out of 5
26 reviews
★★★★★
scottscarano 2021/12/05
👂🏼☑️ … 2021’s podcast of the Ear!
Earning CPE by listening to podcasts in the USA was just a dream back in 2020… now it’s a reality, keep up the great work, l👀king forward to the app ...
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