Earmark
@EarmarkCPE
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Earn #CPE anytime, anywhere. Download our free app from the App Store and Google Play. Created by @BlakeTOliver. New free courses every week!
United States
Joined January 2021
Deloitte charged Australia's government $440K for a 237-page report filled with AI hallucinations—fake court quotes and non-existent academic papers. One senator said they have "a human intelligence problem." 😬 https://t.co/3R6DZOck9C
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Blake Oliver and David Leary explore how AI exposed $2.1 million in fraud that auditors missed, while Deloitte charged $290K for an AI-fabricated report. They discuss the government shutdown's impact...
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🔓 Some firms keep partner salaries secret for years. Others post everyone's pay on a public leaderboard with clear milestones to partnership. Which approach attracts top talent?
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Advisory Amplified Tour in Austin reveals how accounting firms are revolutionizing compensation, client leadership, and collaboration.
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🚨 Loyalty fraud has exploded nearly 100% year-over-year. Criminals now operate like corporations, trading your stolen reward points on the dark web and building synthetic identities to harvest digital currency you didn't know existed.
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Kim Sutherland tells Oh My Fraud why $100 billion in loyalty points is fraudsters' favorite unprotected digital currency target.
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💡 Why can't QuickBooks deliver meaningful automation despite massive resources? The answer is architectural—20-year-old databases that treat transactions as meaningless text, unable to learn patterns across businesses.
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Blake Oliver and Digits CEO Jeff Seibert explore 96.5% automated bookkeeping and why AI-adopting firms will dominate accounting's future.
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🔥 QSPs earn 40% lifetime residuals on merchant services vs ProAdvisors' 20% for just 3 years. Plus QSPs get direct Intuit rep access while ProAdvisors wait in general support queues. The difference is significant.
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Host Alicia Katz Pollock explores QuickBooks Solution Providers' passive income secrets with veteran QSP guests.
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Accounting pros—turn CAS into a growth engine 🚀 “From Bookkeeping to Advisory” covers AI adoption timelines and practical CAS applications, plus value-based pricing. With Kane Polakoff. Enroll: https://t.co/CGi9xO2qol
#Accounting
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This course examines the strategic evolution of Client Accounting Services (CAS) from traditional bookkeeping to high-value advisory work, helping practitioners transform their service delivery and...
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⚡ While you're fighting QuickBooks AI pop-ups, new platforms like Digits and Puzzle are building AI-first accounting software where manual work is an afterthought. The industry evolution isn't waiting for anyone.
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Host Alicia tackles QuickBooks Online's disruptive interface changes with practical navigation tips and training solutions in episode 106.
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⚡ Imagine clients paying invoices with one click—no portal login required. When they sign recurring engagement letters, the system auto-creates invoices and collects payments on schedule. True "invoicing on autopilot." https://t.co/Ku97Am6g2p
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Tim Sines, CPA, has been practicing accounting for 38 years. During that time, he tried “pretty much all” the practice management software platforms available, but nothing worked the way he wanted....
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Busy season chaos? Master Busy Season: A Proven Framework for Auditor Productivity. Implement strategies for missed PBC dates and set effective response times. Enroll today: https://t.co/Wbr5dunwEt
#CPE
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Audit productivity doesn't collapse during busy season because auditors suddenly forget how to audit. It collapses because teams are crushed by poorly structured time, chaotic work patterns, and...
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CPAs/advisors: Decode Section 1202 QSBS. “A Chat about the Small Business Stock Exclusion with David Mitchell.” Learn the asset threshold, C corp requirement, and what happens if a company exceeds the limit. With David Mitchell & Jeff Hoopes. Enroll: https://t.co/k0rwypmGR2
#CPE
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This course examines IRC Section 1202's Qualified Small Business Stock (QSBS) exclusion, a capital gains tax preference for C corporation investors. Tax professionals will learn the eligibility...
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Stop relying on individual heroics. Workflow systems let you document how your A players work, then systematically elevate your B and C players by giving them proven playbooks to follow. 📚 https://t.co/8QBGEdCrrq
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“This is the first year where we didn’t have any crazy day during tax season,” a firm owner told Mary Delaney after 25 years in practice. The secret? They had finally mastered workflow automation,...
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Accountants, ready to outsmart deepfakes and CEO fraud? “The CPA Who Controls Epstein's Fortune” covers credential harvesting and how to verify before you pay. Instructed by David Leary. Enroll: https://t.co/0t2OpiH0TL 🛡️ #CPE
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In this course, David and Blake examine professional accountability and AI-enabled fraud schemes threatening accounting practices. Topics include ethical failures in high-profile cases, vendor...
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Tax pros: master IRC §132 today. Tax-Free Employee Benefits Part 2 dives into company vehicles, employer phones, and office snacks—what’s excludable and why gift cards aren’t. Get the documentation right. Enroll: https://t.co/0rg2INc2SI
#CPE
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In this course, Jeremy continues his series on IRC Section 132 fringe benefits, focusing on working condition fringes and de minimis benefits—two categories that help employees be more productive or...
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🏛️ Involuntary conversion rules aren't just for disasters. A taxpayer sold property after reading a newspaper quote from a city official threatening condemnation, and the IRS ruled it qualified for tax deferral under IRC Section 1033. https://t.co/lydnAuiGNt
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Jeremy Wells explores involuntary conversion tax strategies, revealing costly mistakes and planning opportunities after disasters.
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Accountants: Ready to cut through AI hype and boost automation? Take “Beyond the Hype – How AI Accounting Actually Works.” Learn gen AI limits and how to QC AI transactions. Enroll now: https://t.co/4wFhC9nxqJ
#CPE
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This course examines how artificial intelligence and machine learning technologies are transforming accounting automation, helping practitioners distinguish between genuine AI capabilities and...
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CPAs, ready to trade stress for sustainable energy? Fuel Your Success with Healthy Habits covers nutrition obstacles and the mental-physical health connection. Instructor: Kaitlin Borncamp, CPA, NTP. Enroll now: https://t.co/LLUXTF2OgV
#CPE ⭐
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In this course, Kaitlin Borncamp, a certified nutritional therapy practitioner, shares her journey from a Big Four accounting career to redefining wellness for accounting professionals. Through her...
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Growth-stage CFOs and finance leaders: ready to level up? Take “Demystifying the Role of the CFO…” to master QoE vs audit and the revenue metrics VCs care about. Instructor: Rick Smith. Enroll now: https://t.co/WRqWZhBrHT
#CPE
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This course examines the CFO role in venture and growth-stage companies, focusing on financial infrastructure, M&A processes, and stakeholder management. Rick Smith shares practical insights on...
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💡 Effective delegation uses the same structure as AI prompt engineering: name the responsibility, define purpose, establish success metrics, document process, identify resources, and clarify decisions.
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Blake Oliver and Chase Damiano reveal how accounting firm owners can escape the bottleneck trap using systematic delegation frameworks.
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Accounting firm leaders: turn retreats into results, not rituals. “Planning Team Retreats That Actually Drive Results” shows how to set goals, foster trust with financial transparency, and convert plans into quarterly action. With Rachel Dillon. https://t.co/um2NkaXrYz
#CPE
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This course examines strategic planning and team retreat execution for accounting firm leaders managing remote or hybrid teams. Rachel and Marcus Dillon share their framework for setting annual goals...
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Bookkeepers and CPAs, upgrade your workflow with AI ⚡ The Digits Difference shows automated bank recs, transaction review checkpoints, and customizable executive summaries for clients. Enroll today: https://t.co/3L2eFd5fLB
#CPE
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This course explores how Digits, an AI-native accounting platform, transforms traditional bookkeeping workflows for accounting professionals. Megan Reid, Product Specialist at Digits, demonstrates...
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