Earmark Podcast | Earn Free Accounting CPE  Por  arte de portada

Earmark Podcast | Earn Free Accounting CPE

De: Blake Oliver CPA
  • Resumen

  • 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.
    © 2023 Earmark Media LLC
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Episodios
  • Practical Strategies for Recruiting and Retaining Top Talent in Accounting
    Jul 11 2024

    Explore cutting-edge hiring solutions for accountancy firms with Robin Thieme, CEO and founder of KBS CFO, and industry expert Blake Oliver. Learn how work simulations provide a "try before you buy" approach, ensuring a better fit for the firm and the candidate. Discover the benefits of apprenticeship programs, which KBS CFO has successfully implemented. Robin will share insights from her experience running a Results Only Work Environment and discuss how these innovative practices can help your firm attract and retain top talent. Don't miss this opportunity to revolutionize your hiring process!

    (Originally recorded on June 19, 2024, on Earmark Webinars+)

    Sponsor
    MakersHub - https://earmarkcpe.promo/makershub


    Chapters
    • (01:57) - Robin Thieme's Background and Firm Overview
    • (05:44) - Specialization in Distilleries
    • (07:57) - Team Structure and Roles
    • (13:17) - Innovative Hiring Practices
    • (18:30) - Work Simulation Process
    • (29:55) - Remote Work Challenges and Skills
    • (38:24) - Introduction to Results Only Work Environment
    • (38:53) - Attracting Top Talent with a Tech-Forward Approach
    • (40:41) - Flexibility and Accountability in Remote Work
    • (43:57) - Managing Team Performance and Client Expectations
    • (45:26) - How to Hold Your Team Accountable
    • (48:29) - Choosing the Right Workflow Tools
    • (56:52) - Exploring Apprenticeship Programs
    • (01:01:55) - The Role of Timesheets in Job Costing
    • (01:04:09) - Conclusion and Contact Information
    Sign up to get free CPE for listening to this podcast

    https://earmarkcpe.com

    Earn CPE for this episode!

    https://www.earmark.app/course/c41e6910-586a-474d-ae77-febfce14898f

    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, Robin H Thieme, CITP, CGMA, CPA
    LinkedIn: https://www.linkedin.com/in/kbscfo/

    Learn more about KBS CFO
    Website: https://www.kbscfo.com/#

    Connect with Blake Oliver, CPA

    LinkedIn: https://www.linkedin.com/in/blaketoliver
    Twitter: https://twitter.com/blaketoliver/

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    1 h y 4 m
  • The Art of Challenging Property Tax Assessments
    Jul 1 2024

    Blake discusses the intricacies of property tax assessments and appeals with Josh Malancuk, President and Founder of JM Tax Advocates. Josh explains how his firm helps businesses minimize their property tax liabilities by providing a more accurate market value for their properties, which often differs from the assessor's valuation. He walks through the appeal process, the importance of meeting deadlines, and shares a case study where his firm saved a client millions of dollars in property taxes.

    Sponsor
    MakersHub - https://earmarkcpe.promo/makershub


    Chapters
    • (01:04) - Meet Josh Malancuk: Property Tax Specialist
    • (02:09) - The Importance of Property Tax Specialization
    • (06:07) - Understanding Property Tax Assessments
    • (09:06) - The Appeal Process Explained
    • (16:12) - Appealing an Asset Value
    • (23:49) - What Is It Like Making an Appeal?
    • (32:58) - Case Study: Mega Food Processor
    • (40:36) - How to Work with JM Tax Advocates
    • (45:10) - Advice for Aspiring Property Tax Specialists
    • (46:41) - Conclusion and Contact Information
    Sign up to get free CPE for listening to this podcast

    https://earmarkcpe.com

    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, Josh Malancuk, CPA, CMI
    LinkedIn
    : https://www.linkedin.com/in/josh-malancuk-cpa-cmi-a5997619/

    Learn more about JM Tax Advocates
    https://jmtaxadvocates.com/

    Connect with Blake Oliver, CPA

    LinkedIn: https://www.linkedin.com/in/blaketoliver
    Twitter: https://twitter.com/blaketoliver/

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    46 m
  • Achieving Work-Life Harmony in Accounting with The 3.3 Rule
    Jun 18 2024

    John Briggs, founder of Incite Tax and author of "The 3.3 Rule" joins Blake to explain his approach to ending burnout in accounting while increasing productivity, which involves working for up to three hours followed by a 30% recovery period. They explore how this method can double productivity compared to the traditional 8-hour workday, and John provides practical tips for implementing it in accounting firms.

    Sponsor
    MakersHub - https://earmarkcpe.promo/makershub


    Chapters
    • (00:38) - Introducing John Briggs and the 3.3 Rule
    • (04:50) - Applying the 3.3 Rule in Accounting
    • (05:12) - John's Journey: From Deloitte to Insight Tax
    • (07:04) - Challenges and Solutions in Modern Accounting Firms
    • (11:42) - The Problem with Billable Hours
    • (22:19) - The Benefits of Structured Breaks
    • (25:07) - Being a Controller at Atlas
    • (27:29) - The Reality of Top 100 Firms and Work-Life Balance
    • (29:18) - AI's Impact on Consulting and Accounting
    • (30:31) - The Future of Work Hours and Technology
    • (33:57) - Balancing Work, Health, and Personal Life
    • (39:05) - Measuring Productivity Beyond Hours Worked
    • (46:35) - Final Thoughts and Where to Find More Information
    Sign up to get free CPE for listening to this podcast

    https://earmarkcpe.com

    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, John Briggs

    LinkedIn: https://www.linkedin.com/in/johnbriggscpa/

    Learn more about Incite Tax & Accounting

    Website: https://incitetax.com/

    Connect with Blake Oliver, CPA

    LinkedIn: https://www.linkedin.com/in/blaketoliver
    Twitter: https://twitter.com/blaketoliver/

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    48 m

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