Leading with Empathy: Building Teams That Thrive (from The Earmark Podcast)
Earmark Media Presents a bonus episode of Earmark Podcast: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.Meet Our GuestsValerie HeckmanLinkedIn: https://www.linkedin.com/in/valerieheckman/Learn more about OnPayOfficial website: https://onpay.comLisa GilreathLinkedIn: https://www.linkedin.com/in/lisa-gilreath-2ba506a/Learn more about SorrenOfficial website: https://sorren.com/Need CPE?Get CPE for this episode: https://earmark.app/c/2909Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page
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32:07
Banking on Change: How Renegade Firms Redefine Success (from The Earmark Podcast)
Earmark Media Presents a bonus episode of Earmark Podcast: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.Meet Our GuestsMadeline ReevesLinkedIn: https://www.linkedin.com/in/madelinefearless/Learn more about Fearless FoundryOfficial website: http://www.fearlessfoundry.comWesley McDonaldLinkedIn: https://www.linkedin.com/in/wmcdonald48/?originalSubdomain=caLearn more about RelayOfficial website: https://relayfi.comNeed CPE?Get CPE for this episode: https://earmark.app/c/2880Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page
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33:40
Unlocking Capacity: The Workflow Revolution (from The Earmark Podcast)
Earmark Media Presents a bonus episode of Earmark Podcast: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.Meet Our GuestsMary DelaneyLinkedIn: https://www.linkedin.com/in/marywdelaney/Learn more about KarbonOfficial website: http://karbonhq.comKenji KuramotoLinkedIn: https://www.linkedin.com/in/kenjikuramoto/Learn more about AcuityOfficial website: https://acuity.coNeed CPE?Get CPE for this episode: https://earmark.app/c/2877Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page
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31:28
NASBA Enters the Chat on PE in Accounting & Intuit to Open Retail Stores
Is private equity eroding the soul of the accounting profession? Blake and David unpack NASBA’s PE task force, the BDO–First Brands meltdown, and why ‘appearance of independence’ matters. They also break down the end of IRS Direct File, Intuit’s TurboTax stores, the Supreme Court’s skepticism of Trump tariffs, and a new IRS notices law. Plus: AI agents that fall for scams. Learn what these shifts mean for firms, auditors, and your clients this tax season.SponsorsRelay - http://accountingpodcast.promo/relayBILL - http://accountingpodcast.promo/bill Cloud Accountant Staffing - http://accountingpodcast.promo/casChapters(00:00) - Welcome to The Accounting Podcast
(01:16) - Viral Tweet and Personal Anecdotes
(01:53) - Interview with Furloughed IRS Lawyer
(05:45) - Government Shutdown Economic Impact
(10:11) - Intuit's New Retail Stores and IRS Direct File Shutdown
(14:30) - IRS Leadership and Controversies
(17:28) - Trump's Pardons and IRS Math and Taxpayer Help Act
(24:53) - Supreme Court Hearing on Tariffs
(31:17) - Major Authority and the Power of the Purse
(32:03) - AI Agents Falling for Scams
(35:32) - NASBA's Private Equity Task Force White Paper
(37:02) - Concerns Over Auditor Independence
(49:10) - BDO and First Brands Scandal
(01:02:35) - Wrap up and Final Thoughts
Show NotesLongest Shutdown in History Costs U.S. Economy About $15 Billion Each Week https://www.cpapracticeadvisor.com/2025/11/05/longest-shutdown-in-history-costs-u-s-economy-about-15-billion-each-week/172368/IRS tells states Direct File 'will not be available' in 2026 https://federalnewsnetwork.com/it-modernization/2025/11/irs-direct-file-will-not-be-available-in-2026-agency-tells-states/Intuit to open 20 brick-and-mortar TurboTax stores+officeshttps://www.accountingtoday.com/news/intuit-to-open-20-brick-and-mortar-turbotax-stores-officesSocial Security, IRS Leader Bisignano Panned After Fiserv Stock Tanks https://401kspecialistmag.com/social-security-irs-leader-bisignano-panned-after-fiserv-stock-tanks/Trump Tariffs Face Supreme Court Challenge From Chicago Toymaker https://www.bloomberg.com/news/features/2025-11-02/trump-tariffs-face-supreme-court-challenge-from-chicago-toymakerSupreme Court justices appear skeptical that Trump tariffs are legal https://www.cnbc.com/2025/11/05/supreme-court-trump-trade-tarrifs-vos.htmlAICPA Applauds the Passage of the IRS Math and Taxpayer Help Act https://www.aicpa-cima.com/news/article/aicpa-applauds-the-passage-of-the-irs-math-and-taxpayer-help-actFirst Brands founder accused of looting company https://fortune.com/2025/11/05/first-brands-bankruptcy-founder-allegations-patrick-james/Are Alternative Practice Structures in Private Equity Considerations and Questions for Boards of Accountancy (NASBA White Paper) https://nasba.orgMicrosoft Gave AI Agents Fake Money to Buy Things Online. They Spent It All on Scams https://decrypt.co/347709/microsoft-ai-agents-fake-money-buy-online-they-spent-scamsNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCollective by DBA - https://collective.cpa/ Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page
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1:04:41
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1:04:41
Pricing For Profit: Unlocking Your Firm’s True Value (from The Earmark Podcast)
Earmark Media Presents a bonus episode of Earmark Podcast: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.Meet Our GuestsRyan EmbreeLinkedIn: https://www.linkedin.com/in/ryan-embree-9463b286/Learn more about Ignitionhttp://ignitionapp.comMarie Greene, CPALinkedIn: https://www.linkedin.com/in/mariegreene/Learn more about Connected Accountinghttp://connectedaccounting.coNeed CPE?Get CPE for this episode: https://earmark.app/c/2866Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page
The Accounting Podcast (formerly the Cloud Accounting Podcast) is the world's #1 accounting, bookkeeping, and tax podcast! Join us weekly for a roundup of accounting news, analysis, and interviews. Plus, earn free NASBA-approved CPE credits for listening with the Earmark app. Learn more at https://earmarkcpe.com.
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