Welcome to Best Metrics, where we dive deep into how industry experts evaluate financial statements and the key metrics they use to help their clients improve. Each episode, host Glenn Dunlap sits down with leading professionals to discuss their analytical approaches, the insights they uncover, and practical advice you can apply to your own practice.
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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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CPAs, Enrolled Agents, and Tax Preparers can keep up-to-date with the latest federal tax information while earning NASBA approved CPE credits and IRS approved CE credits by listening to the bi-weekly Federal Tax Updates podcast. The hosts Roger Harris and Annie Schwab have over 75 years of tax experience between them, which has been featured in various media outlets including Wall Street Journal, USA Today, The Morning Business Report, Bloomberg Business News, and Accounting Today.
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Stay up-to-date on the latest QuickBooks news, tips, and updates with Certified QuickBooks ProAdvisors Hector Garcia, CPA and Alicia Katz Pollock, MAT. Hector and Alicia break down need-to-know QuickBooks information in a fun and engaging format. Learn about new product features, accounting technology trends, integration how-tos, and best practices for getting the most out of QuickBooks all while earning NASBA-approved CPE.
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Welcome to Ethics that doesn't suck! CPA and comedian Greg Kyte teams up with MBA and comedian Adam Broud to discuss the intricacies of behavioral ethics — sociological nudges that prime people to behave more ethically or less ethically. During their lively conversations, they draw on research from psychology and economics.
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Earmark On the Road takes you behind the scenes of the hottest conferences, meetings, industry events, and trade shows. Our dedicated hosts capture the energy right from the event floor, conducting interviews with influential leaders in the accounting industry, providing you with an exclusive glimpse into the most significant happenings in the accounting world. Stay tuned to discover what lies ahead for the accounting industry captains who are shaping the future.
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A podcast for accountants that takes a 360 degree holistic approach to your success, which includes physical, mental, and financial wellbeing. Heidi Henderson interviews guests who face accounting industry and client challenges every day. Together, we'll find tools and resources to overcome those difficult challenges.
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By seeing what's in front of you and thinking about what can't be seen, one constantly weighs opportunity and risk in alignment with values, beliefs, objectives, and constraints. Crisis occurs when bad things happen to the unprepared. Preparation requires thought, decision, and action. Every moment is a choice and an action. Be deliberate. Avoid crisis. Listen to Avoid Crisis. Disclaimer Avoid Crisis Inc., Allen Plyler, and / or Reynaldo Arellano are not giving to any listener or listeners a ...
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Join Isaac Heller as he meets with leaders in the accounting technology space to discuss how AI and automation are transforming the accounting industry, how technology has evolved, and how AI can help accountants work more efficiently. You’ll also learn how accountants can embrace innovations to improve their careers and lives and get forward-thinking perspectives on where the accounting profession is headed when it comes to new technologies and AI!
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To CPA or NOT to CPA? Public vs Private? What if you could run an experiment? Take twins, with identical DNA, life experiences, education, GPAs, majors, internships, and careers as accountants. Then have twin A go private and have twin B become a CPA and go public. Follow Becky Steiger and Norma Steiger on their separate journeys in the private and public accounting worlds! Together they will compare and contrast their experiences and goals in the accounting profession.
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Avalara brings you a podcast by accountants for accountants. Hear from some of the biggest thought leaders in the industry on the current and future state of accounting, as well as lessons they've learned along the way.
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Heather Satterley and Brian Clare discuss the exciting world of Accounting Automation!
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Join Amanda Aguillard as she hosts Accounting Salon Conversations. She will interview the brightest minds in the accounting and bookkeeping industry.
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KCPW Public Radio 88.3 FM and 105.3 FM is Utah’s first and only 24-hour commercial-free news and information station. Owned by Wasatch Public Media, a Utah non-profit corporation, KCPW is a membership-supported community public radio station.
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Will Intuit Go Red in the 2024 Election?
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Blake and David get brutally honest about why pricey accounting conferences are a no-go and how the industry sidelines neurodivergent professionals. You'll also get a rundown of the rebranded Intuit Connect event's new direction, the political firestorm around IRS Direct File, and a Google Sheets update that will blow your mind. From the mailbag, d…
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In this episode, Hector and Alicia discuss the many accounting conferences happening in 2024, providing an overview of each one they plan to attend or have insights on. They dive into some of their personal experiences and what makes certain conferences unique, such as Appy Camp being invite-only for educators and Bridging the Gap focusing on welln…
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Best Metrics for Property Management and Development
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In this episode, host Glenn Dunlap is joined by Kenya Brooks, a partner at Saville CPAs and Advisors, to discuss the unique challenges and opportunities in property management and development accounting. They explore key metrics to monitor financial statements, the impact of economic trends on the real estate industry, and strategies for navigating…
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From Compliance to Consulting: A CPA's Journey into M&A and Business Valuation
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Anthony Venette, Director of Business Valuation and Advisory Services at DeJoy & Co., joins Blake to discuss his unconventional career path and the world of business valuation. Anthony shares his journey from audit to tax and eventually to valuation, highlighting the importance of soft skills and effective communication in advisory roles. He also p…
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In this episode, Hector and Alicia discuss the challenges posed by QuickBooks Online's frequent version control changes and how they impact educators, users, and developers. They propose solutions such as reviving QuickBooks Labs to allow users to opt-in to beta features and creating stable and cutting-edge release options for users to choose from.…
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Summer Strategies for Savvy Tax Professionals
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In this episode, Roger and Annie discuss a variety of tax-related topics, including updates on the Beneficial Ownership Information (BOI) reporting requirements, and the Employee Retention Credit (ERC). They also cover issues with the postal service causing delays in tax payments reaching the IRS, the benefits of taxpayers and tax professionals set…
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What's the Journal Entry for a Hush Money Payment?
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Blake and David delve into the accounting and bookkeeping aspects of Donald Trump's recent guilty verdict in New York. They discuss the charges related to falsifying business records and hush money payments and explore the potential implications for Trump's businesses and campaign. Their conversation also touches on the current state of AI in accou…
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Rethinking Accounting Education in the Age of AI
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Dr. Mfon Akpan, Assistant Professor of Accounting at Methodist University joins Blake and David for a conversation on the impact of AI on accounting education, the challenges faced by accounting graduates entering the workforce, and the future of the CPA profession. Dr. Akpan shares his insights on incorporating AI into the classroom and the import…
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In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia break down the major updates to QuickBooks Online announced in Intuit's May 2024 "In the Know" webinar and "Firm of the Future" article. They discuss new features such as special pricing for switching from QuickBooks Desktop Payroll to QBO Payroll, integrations with…
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Best Metrics for Transportation and Logistics
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In this episode of Best Metrics, host Glenn Dunlap is joined by industry expert Dan Rutherford to navigate the pathways to success in transportation and logistics. Dan shares his insights on the key metrics and strategies for managing liquidity, margins, and asset utilization in this capital-intensive industry. He emphasizes the importance of stayi…
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The Startups Seeking to Dethrone QuickBooks
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Blake and David dig into reports from the Illinois CPA Society and National Pipeline Advisory Group highlighting issues like long work hours, the 150-hour rule, and low starting salaries. They examine the potential disruption of traditional accounting software by startups and vertical SaaS companies offering embedded accounting functionality and re…
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In this episode, Hector and Alicia provide an inside scoop on the latest QuickBooks Online bug fixes, including resolved issues with report drill-downs and report grouping. They explore recent enhancements to modern reports like filtering by inactive accounts and custom fields. The duo also dives into the new recurring invoice experience and its st…
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Roger Testifies to Congress About The Corporate Transparency Act
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Roger testified April 30th, before the House Committee on Small Business. Roger was asked to speak on the small business perspective during a full committee hearing titled, "Under the Microscope: Examining FinCEN's Implementation of the Corporate Transparency Act." Roger's goal in attending this hearing on behalf of Padgett's firm owners and small …
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Trump Accountants Take the Stand Before the Stormy Daniels
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This week, Blake and David are puzzled by the results of a survey that shows 40% of tax professionals believe generative AI will allow them to charge clients higher rates. They also cover the sham audit firm BF Borgers and question why the firm's CPA is still licensed despite SEC charges. Blake demonstrates how he uses Zapier Central to build an AI…
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On this episode, Hector and Alicia introduce a new segment called "Rant Off" where they spin a wheel to randomly select a topic to rant about for 20 minutes. The topic lands on tax deadlines, leading Alicia to express frustration over the intense workload during tax season and suggest alternatives like staggered filing dates. Hector provides potent…
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In this episode of Best Metrics, host Glenn Dunlap is joined by Leslie Boyd, a principal at CLA's manufacturing industry group, to discuss key metrics for manufacturing companies. They dive deep into the importance of EBITDA, employee retention, inventory turnover, value-added revenue, and capacity utilization. Leslie shares real-world examples and…
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Exploring Non-Traditional Accounting Careers in Government
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Cody Turley, CPA and Certified Fraud Examiner, joins Blake and David to discuss his SEC career path, describing what it's like to investigate securities law violations. He emphasizes that while Big Four experience is valuable, it's not the only way to have a successful and meaningful accounting career. Cody shares insights into the benefits of work…
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SEC Charges Trump's Audit Firm with Massive Fraud
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The SEC charged Trump's audit firm with a massive fraud – 1,500 fake filings over 2.5 years! Plus, hundreds of small US banks are at risk due to commercial real estate loan exposure. We're also talking about the potential of AI tools like Claude and ChatGPT to automate various accounting and business tasks, the controversial Corporate Transparency …
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Hector and Alicia discuss the positive aspects of working with Intuit and QuickBooks, highlighting the company's strong culture, training programs, and user-friendly software. They analyze Intuit's business decisions like acquisitions and the transition to a cloud-based platform, acknowledging challenges but ultimately supporting the vision. The ho…
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Roger and Annie review how the 2024 tax filing season went, discussing improvements in IRS customer service metrics but also lingering issues like postal delays. They cover key post-filing topics like evaluating firm performance, addressing remaining extensions and IRS notices, and navigating complex new requirements like beneficial ownership repor…
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Blake and David examine the latest tax legislation traveling through Congress, including a new bill requiring the IRS to provide detailed explanations for math errors on tax returns. They also discuss the IRS's new direct file program, the banning of non-compete agreements, and the coolest profession around (spoiler alert: it's not accounting). Las…
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QuickBooks Live Expert Assisted: A ProAdvisor’s Perspective
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In this candid discussion, Hector and Alicia delve into Intuit's recent introduction of QuickBooks Live Assisted Bookkeeping, a $50/month service aimed at providing enhanced support to QuickBooks users. They analyze the potential implications for accounting professionals, debating whether this offering presents an opportunity for collaboration or a…
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Join host Glenn Dunlap as he sits down with Marcus Dillon, CPA and founder of Dillon Business Advisors. Marcus shares his insights on the key financial metrics professional services firms should be tracking, from cash flow and accounts receivable to revenue per employee and monthly recurring revenue. Learn how to go beyond just the numbers on finan…
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Maximizing Your Accounting Firm's Value with Brannon Poe
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Blake Oliver sits down with Brannon Poe of Poe Group Advisors to discuss the differences between traditional and subscription-based virtual accounting firms. Brannon shares his expertise on firm valuation, revealing that factors like cash flow to owner and owner hours play a significant role in determining a firm's value. He also emphasizes the imp…
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Google Blames Accounting Layoffs on AI
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Blake and David take a dive into Google's decision to offshore accounting jobs to Mexico and India, which Google’s CFO claims is necessary to free up resources to invest in AI. They also discuss the stagnation of CPA salaries despite a shortage of talent. The conversation touches on a variety of other topics, including the modernization of the IRS,…
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Mastering Journal Entries in QuickBooks Online
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In this episode, Hector and Alicia delve into using journal entries in QuickBooks Online, outlining when they're appropriate and when to avoid them. They offer insights into accounting workflows such as depreciation, tax adjustments, job costing, and class allocations. They also highlight advanced techniques like the adjusting entry checkbox and ut…
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After the chaos of tax season, it's the perfect time to evaluate your accounting practice and make changes for a smoother upcoming year. In this episode, Roger is joined by guest Amanda Aguillard to discuss strategies to "right-size" your client roster, optimize technology usage, diversify service offerings, and implement better work-life balance. …
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Blake and David delve into the effects of remote work on accountant salaries and the mental health challenges faced by auditors at Big Four firms. They inspect a recent study showing lower pay for hybrid workers compared to fully remote or in-office employees. They also contemplate the future of work organization inspired by Bill Anderson, CEO of B…
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