The Accounting Podcast

Could AI replace your CFO or simply make their job more exhausting? Blake and David debate automation’s limits, unpack an enrolled agent’s log of 188 IRS calls, and explore proposed reforms to taxpayer service. They also examine why AI is putting pressure on billable hours, gaps in AI safety audit requirements, and a romance scam victim’s $225,000 tax bill. Learn what these developments could mean for your firm, clients, and workload. Sponsors OnPay - http://accountingpodcast.promo/onpay Numeral - http://accountingpodcast.promo/numeral SavantLabs - http://accountingpodcast.promo/savant Cloud Accountant Staffing - http://accountingpodcast.promo/cas Chapters (00:00) - TAP 508 (02:40) - Can AI replace executives (03:38) - Survey results and divides (06:03) - Why AI can't lead yet (12:18) - EA tracks IRS call hell (13:54) - IRS chatbots and america.gov (15:50) - IRS and ICE data sharing (17:42) - IRS modernization bill highlights (22:45) - Tax fraud and complexity costs (25:53) - Influencer deductions in tax…

Will AI replace accountants—or finally ease the profession’s talent shortage? Blake and David unpack why AI-exposed accounting roles are seeing pay rise, not fall; how EY cut audit deficiencies from 28% to under 5%; and why firms must give AI agents limited access and auditable logins. They also explore the coming firm structure: fewer staff, more AI agents, and partners focused on judgment, review, and client relationships. Sponsors Cloud Accountant Staffing - http://accountingpodcast.promo/cas Numeral - http://accountingpodcast.promo/numeral OnPay - http://accountingpodcast.promo/onpay Veltrix - http://accountingpodcast.promo/veltrix Chapters (00:00) - Staff Are Gone (01:52) - Doctor Note AI Warning (03:33) - AI Access Controls Lesson (06:05) - Annual Reports Design (07:59) - Taxing AI Debate (13:08) - Audit Judgment Future (19:11) - EY Audit Quality Surge (23:05) - Meta Muse Microwave Moment (29:52) - Apps Handing Off To Claude (31:58) - AI As The Interface (32:58) - LLMs Become The New OS (34:15) - Where…

Could AI make a one-person audit firm possible—and what happens if the data-center boom slows down first? Blake and David examine the AI economy’s circular debt, the construction ripple effects of a pullback, and practical ways firms can document workflows before automating them. They also cover AI-powered continuous audits, Mercury’s new general ledger, and tax evasion headlines. Sponsors Digits - http://accountingpodcast.promo/digits Thomson Reuters - http://accountingpodcast.promo/taxautomation OnPay - http://accountingpodcast.promo/onpay Cloud Accountant Staffing - http://accountingpodcast.promo/cas Chapters (00:00) - OnlyFans Tax Evasion (00:27) - Podcast Welcome Halloween (04:02) - News Lineup (06:34) - AI Bubble Warning (14:14) - AI Adjusted EBITDA (18:07) - SOP Marathon For AI (21:19) - AI SOP Workflow Tip (26:41) - Christina Ho AI Audits (29:22) - Audit Fees Under AI (29:55) - Audit Fees Surge (30:57) - AI Disrupts Audits (33:56) - Solo CPA Audit Firm (35:26) - Who Wins and Loses (35:52) - Audit…

Is AI the real threat to accounting firms, or is it the client experience? Blake and David unpack a KPMG-linked Polymarket insider-trading investigation, AI-powered fraud, Xero’s influencer backlash, and a tax startup founder charged with defrauding investors. They also share their own experiments using Claude and ChatGPT to prepare tax returns, making the case that firms must eliminate frustrating back-and-forth if they want to keep clients. Sponsors Cloud Accountant Staffing - http://accountingpodcast.promo/cas OnPay - http://accountingpodcast.promo/onpay Thomson Reuters - http://accountingpodcast.promo/taxautomation Savant Labs - http://accountingpodcast.promo/savant Chapters (00:00) - Client Experience Threat (00:30) - Podcast Welcome Banter (02:05) - Week's News Rundown (04:17) - KPMG Polymarket Probe (11:46) - KPMG TaxSim Training (13:40) - KPMG OpenAI Headless UI (17:13) - Deepfake Defense Stakes (18:31) - Revolut Social Engineering (20:33) - Compliant CEO Fraud Case (25:31) - Xero Influencer Backlash…

Can AI prepare a tax return—and catch errors the software misses? Blake shares how Claude Cowork reconciled books, built workpapers, and completed two business returns, while David examines EY’s bonuses for human judgment, Deloitte’s $21 million DEI settlement, and PwC’s Evergrande exposure. Plus, Cloud Accountant Staffing’s Jordan Sublette explains why onshoring is joining offshore hiring strategies for accounting firms. Sponsors OnPay - http://accountingpodcast.promo/onpay Thomson Reuters - http://accountingpodcast.promo/taxautomation Savant Labs - http://accountingpodcast.promo/savant Cloud Accountant Staffing - http://accountingpodcast.promo/cas Chapters (00:00) - Ethics And Job Security (00:18) - Show Intro And Headlines (02:34) - Livestream Shoutouts (03:03) - Claude CoWork Tax Prep (06:54) - AI Catches TaxAct Errors (11:26) - Accrual Buys Puzzle (18:19) - EY Human Skills Bonuses (20:33) - Deloitte DEI Settlement (27:43) - Salaries And Big Four Fallout (31:22) - PwC Evergrande Liability (35:03) - Grant…

Can AI make tax prep cheaper without replacing the experts behind it? Hector Garcia joins Blake and David to unpack Intuit’s TurboTax pricing pressure, QuickBooks’ push into the mid-market, and whether AI-powered services are a bridge to automation. They also examine Thomson Reuters’ proprietary tax-and-legal AI model, Relate’s $100 million raise, and a student’s unusual path onto the New Mexico Board of Accountancy. Sponsors Cloud Accountant Staffing - http://accountingpodcast.promo/cas Thomson Reuters - http://accountingpodcast.promo/taxautomation OnPay - http://accountingpodcast.promo/onpay Savant Labs - http://accountingpodcast.promo/savant Chapters (00:00) - TAP 503 (02:47) - Intuit earnings overview (03:52) - Meet Hector Garcia (04:40) - Intuit stock and AI fears (07:57) - TurboTax pricing pressure (11:34) - TurboTax Live strategy shift (16:12) - TurboTax Live vs firms (19:47) - AI plus human bridge (22:13) - QuickBooks Free and Light (25:54) - Thomson Reuters builds LLM (30:29) - Trust security and…

AI agents are going rogue — deleting bookings, sending unauthorized emails, and lying about it — and Blake and David trace the trend into the $3 trillion of off-balance-sheet AI commitments hiding in Big Tech's footnotes (and why accountants will get blamed when the bubble pops). They also recap what stood out at XeroCon 2026. Then Hoover Institution fellow Ben Jaros runs the real numbers on California's Prop 40 billionaire wealth tax — why the $100 billion estimate is closer to $40 billion, and whether taxing 200 people is even constitutional. Sponsors Canopy - http://accountingpodcast.promo/canopy Thomson Reuters - http://accountingpodcast.promo/taxautomation OnPay - http://accountingpodcast.promo/onpay Cloud Accountant Staffing - http://accountingpodcast.promo/cas Chapters (00:00) - Welcome to The Accounting Podcast (03:00) - Rogue AI Agents Gone Wild (07:53) - Controlling Agent Permissions (12:08) - Microsoft AI Receivables Surge (14:49) - Three Trillion Off Book Commitments (17:09) - Meta Hyperion Lease…

Is AI creating an audit boom—or hiding the next Enron-style risk? Blake and David unpack NVIDIA’s $500 billion data-center financing plan, why Michael Burry sees warning signs, and how AI is speeding up audits while challenging existing standards. They also cover improved PCAOB inspection results, the end of BOI reporting, Tether’s long-awaited audit, QuickBooks Live’s overhaul, and practical AI workflows small firms can use today. Sponsors Digits - http://accountingpodcast.promo/digits OnPay - http://accountingpodcast.promo/onpay Thomson Reuters - http://accountingpodcast.promo/taxautomation Cloud Accountant Staffing - http://accountingpodcast.promo/cas Chapters (00:00) - AI Biggest Audit Shift (01:35) - Headlines And Sponsors (02:20) - Digits AI Ledger (04:02) - Nvidia Deal Explained (06:31) - Enron Echoes And SPVs (09:46) - Bubble Risks And GAAP (12:31) - EY Audit Efficiency Claims (15:25) - PCAOB Reports Debate (17:40) - OnPay Payroll Sponsor (18:53) - FinCEN Ends BOI (19:52) - Audit AI Adoption Stats…

What does episode 500 reveal about where accounting is headed? Blake Oliver and David Leary celebrate the milestone with CFO.com’s Adam Zaki and Going Concern’s Adrienne Gonzalez. They unpack AI’s pressure on billable hours, shrinking entry-level pathways, the changing route to CFO, and PwC’s canceled Disney intern event. Plus, Blake shares what happened after NASBA challenged his CPE comments. Sponsors OnPay - http://accountingpodcast.promo/onpay Canopy - http://accountingpodcast.promo/canopy Thomson Reuters - http://accountingpodcast.promo/taxautomation Cloud Accountant Staffing - http://accountingpodcast.promo/cas Chapters (00:00) - ‌ (00:20) - Episode 500 Kickoff (02:59) - Origin Story Live Chat (07:22) - Billable Hour Fading (13:36) - AI Knowledge vs Data Risk (16:21) - PwC Intern Disney Cut (24:31) - Pyramid to Diamond Firms (34:29) - CFO Pathway Disrupted (37:25) - AI Without Apprenticeship (38:55) - Would You Work for AI (39:47) - CFO Pipeline Shrinking (41:11) - Skipping Entry Level (43:15) -…

Could Grant Thornton’s $5 billion CBIZ deal create a Big Five? Blake and David unpack the private-equity-backed combination, what it means for accounting firm ownership, and why controller talent is still hard to find. They also examine AI’s effect on finance judgment—and why nearly half of Gen Z workers say it makes them less intelligent—plus tariff refunds, audit scrutiny, and rising software prices. Sponsors Cloud Accountant Staffing - http://accountingpodcast.promo/cas OnPay - http://accountingpodcast.promo/onpay Thomson Reuters - http://accountingpodcast.promo/taxautomation Veltrix - http://accountingpodcast.promo/veltrix Chapters (00:00) - TAP 499 (02:17) - Livestream and CPE Plug (03:12) - Grant Thornton Buys CBIZ (04:35) - Stock Spike and Activists (09:06) - PE Strategy and IPO Exit (11:09) - Deal Size vs Big Four (13:21) - Trump Immunity and Nominee (16:39) - EY Hack Claim Explained (18:56) - Trump Deal Appeal Update (21:37) - Controller Hiring Crunch (23:21) - Senior Pay Flattening (26:24) -…

Could an AI agent decide to hack a system, or cancel your software subscription just to complete its task? Blake and David examine reports of AI agents escaping guardrails, flooding IRS rulemaking with generated comments, and taking autonomous business actions. They also trace accounting from ancient clay tokens to today’s AI economy, exploring why calculating profit and trustworthy records matter more than ever. Sponsors Cloud Accountant Staffing - http://accountingpodcast.promo/cas The Value Builder System - http://accountingpodcast.promo/value OnPay - http://accountingpodcast.promo/onpay Veltrix - http://accountingpodcast.promo/veltrix Chapters (00:00) - Profit First Accounting (00:33) - Dumb Accounting AI (02:40) - AI Guest Pitch Email (07:21) - When Agents Go Rogue (09:38) - OpenAI Agent Hacks Out (11:57) - Waymo Laws And Goals (16:33) - IRS Chief Spy Claims (19:28) - AI Floods IRS Comments (23:30) - SaaStr AI Cancels SaaS (28:09) - Ode To Accounting Site (29:54) - Accounting Births Writing (31:24) -…

Can one accountant really do tax prep five times faster with AI? Blake and David talk with Sam Leon, founder of The Millennial CPA, about how he uses Claude projects to turn client documents into tax workpapers, speed up review, and run a solo firm built around software. They also dig into where AI still falls short, why review remains the bottleneck, and what firms can realistically automate today. Sponsors Digits - http://accountingpodcast.promo/digits The Value Builder System - http://accountingpodcast.promo/value OnPay - http://accountingpodcast.promo/onpay Cloud Accountant Staffing - http://accountingpodcast.promo/cas Chapters (00:00) - Autonomous AI Reality Check (00:11) - Show Welcome and Interview Tease (00:55) - Sponsor Spotlight Digits (02:34) - Trump IRS Deal Dismissed (05:20) - California Billionaire Tax Fight (07:35) - New York Pied a Terre Tax (09:29) - Sponsor Spotlight Value Builder System (11:18) - Xero CEO Pay and Stock Sale (16:39) - Verification Tax and AI Jobs (22:06) - Sponsor Spotlight…

What do World Cup taxes, AI-built accounting tools, and remote work have in common? In this episode, Blake and David unpack how tax rules hit global athletes and sports bettors, why Xero’s new AI products signal a shift toward accountants building their own software, and where firms still face risk with audit standards, cybersecurity, and homegrown apps. You’ll also hear what’s really happening with remote work and a listener correction on Trump accounts. Sponsors Canopy - http://accountingpodcast.promo/canopy OnPay - http://accountingpodcast.promo/onpay The Value Builder System - http://accountingpodcast.promo/value Cloud Accountant Staffing - http://accountingpodcast.promo/cas Chapters (00:00) - Cold Open and Welcome (00:27) - World Cup Chat Setup (04:04) - World Cup Player Taxes (06:58) - Betting and Prediction Taxes (09:47) - Xerocon London Highlights (12:58) - Xero Ultra Midmarket Push (15:31) - Xero Force Agent Builder (20:56) - More Xero Updates (23:22) - App News Canopy Close (26:13) - TaxDome Kiosk…

What if one tax break could give your child a head start or hand them a pile of money at 18? Blake and David unpack the new Trump accounts, who should use them, and why advisors are split. They also dig into Australia’s latest Big Four scandal, worsening IRS service, AI’s growing role in tax and training, and what these shifts mean for accountants, firms, and clients. Sponsors OnPay - http://accountingpodcast.promo/onpay Canopy - http://accountingpodcast.promo/canopy The Value Builder System - http://accountingpodcast.promo/value Cloud Accountant Staffing - http://accountingpodcast.promo/cas Chapters (00:00) - TAP 495 (01:40) - Sponsor Break OnPay (03:11) - Trump Accounts Basics (04:39) - Risks Versus 529 Plans (08:46) - Roth Conversion Strategy (11:27) - Big Four Scandals Australia (15:02) - Sponsor Break Canopy (16:26) - Coca-Cola Transfer Pricing Fight (21:38) - IRS Data Sharing Mess (23:41) - Tax Season Report Card (26:25) - IRS Help Centers Secret Shop (28:31) - Sponsor Break Value Builder (29:47) - IRS…

Are fake AI receipts becoming the next big headache for finance teams? Blake Oliver and David Leary unpack the surge in AI-generated expense fraud, why tax pros are rapidly adopting AI research tools, and how firms are using AI to automate month-end close and revenue recognition. They also cover NASBA’s response to criticism, Intuit’s renewed focus on accountants, and the implications of private equity and a shifting work culture for the future of accounting firms. Sponsors Cloud Accountant Staffing - http://accountingpodcast.promo/cas The Value Builder System - http://accountingpodcast.promo/value OnPay - http://accountingpodcast.promo/onpay Chapters (00:00) - AI Tax Research Surge (00:23) - Show Intro and Lead Story (02:11) - AI Receipt Fraud Explodes (04:42) - Fraud Types and Detection (06:32) - Vibe Coding Goes Mainstream (10:19) - Claude for Rev Rec Workpapers (11:48) - NASBA Letter Follow Up (17:38) - Earmark CPE and New Audit Show (20:08) - Intuit Courts Accountants (23:04) - AI in Tax and IRS…

Can AI really clean up messy bookkeeping—and what happens when firms trust it too much? Blake and David break down KPMG’s error-filled AI report, the Pentagon’s new “Agentic Auditor,” and State Farm’s move to tie agent pay to AI. Blake also shares how he used Claude to complete two years of write-up work in hours, with practical lessons on where AI helps, where it fails, and why human review still matters. Sponsors Canopy - http://accountingpodcast.promo/canopy The Value Builder System - http://accountingpodcast.promo/value OnPay - http://accountingpodcast.promo/onpay Chapters (00:00) - TAP 493 (02:20) - KPMG AI Report Scandal (04:01) - GPTZero Findings Breakdown (05:16) - Hallucinated Case Studies (07:18) - Pentagon Turns to AI Audits (08:33) - Microsoft Copilot Cowork Launch (10:09) - Claude Cowork Write Up Win (15:22) - Recon Fixes and Loan Discovery (20:48) - Future of Agentic Accounting (24:06) - Livestream Q and A TaxGPT (27:01) - AI Review and Human Loop (28:38) - QuickBooks AI Gripe Vibe Coding…

Will AI really automate most accounting work by 2040? Blake and David unpack what they heard at AICPA Engage, from deterministic AI agents and rising accounting enrollment to private equity’s growing influence on firms. Plus, Blake shares an exclusive interview with FICPA CEO Shelly Weir on Florida’s fight to protect CPA licensure. Listen to understand where the profession is heading—and what accountants may need to do next. Sponsors Digits - http://accountingpodcast.promo/digits OnPay - http://accountingpodcast.promo/onpay Savant Labs - http://accountingpodcast.promo/savant R.E. Cost Seg - http://accountingpodcast.promo/recostseg Chapters (00:00) - Cash Stolen In Bay Ridge (00:27) - Podcast Welcome Back (02:58) - Engage Conference Takeaways (03:58) - Hidden Vibe Coding (07:50) - Rise 2040 Automation Report (10:47) - Human In The Lead Debate (15:09) - Top Firm Concerns 2026 (18:29) - OpenAI Finance Team Lean (21:52) - Enrollment Up And CPA Pathways (25:19) - 7000 Cash Theft Revisited (26:52) - KPMG…

Can AI now do bookkeeping better than humans? Blake and David dig into new data showing major AI models outperforming outsourced accountants on basic transaction coding, then explore what that means for firms, finance teams, and the future of audit. They also cover a one-person finance team powered by AI agents, KPMG’s scramble to keep up, and why the accounting talent shortage still isn’t going away. Sponsors OnPay - http://accountingpodcast.promo/onpay The Value Builder System - http://accountingpodcast.promo/value R.E. Cost Seg - http://accountingpodcast.promo/recostseg Chapters (00:00) - TAP 491 (00:38) - Top stories preview (03:23) - OnPay support story (04:08) - Finance team of one (06:49) - LLMs vs humans benchmarks (09:15) - Ramp Stack agents (13:04) - Digits interview begins (19:55) - Outcome pricing and skills (28:05) - Livestream Q&A reactions (29:27) - Future of audit Oath (30:29) - Oath AI Audit Vision (31:46) - Continuous Audit Workflow (32:21) - Business Model Debate (33:02) - Big Four On…

Is private equity betting on the wrong accounting firms? Blake and David break down CBIZ’s stock slide, why investors may be losing faith in the traditional firm model, and how AI could help smaller firms compete far above their size. They also cover Starbucks ditching AI inventory counts, Microsoft reining in AI tool costs, and what all of it means for accountants navigating automation, pricing, and the future of firm growth. Sponsors Canopy - http://accountingpodcast.promo/canopy OnPay - http://accountingpodcast.promo/onpay C&R Consulting - http://accountingpodcast.promo/cnr Maxima.AI - http://accountingpodcast.promo/maxima Chapters (00:00) - TAP 490 (02:53) - CBIZ Stock Slide (06:13) - AI Threat to Firm Models (11:32) - EisnerAmper Anti AI Take (15:42) - Livestream Shoutouts (16:13) - New England CPA Society Merge (20:42) - Starbucks Kills AI Inventory (23:34) - NASBA Exam Data Mess (26:34) - Phoenix Call Center Jobs and AI (28:36) - Will AI Really Kill Jobs (31:09) - Spreadsheets Then AI Now (33:07) -…

Is AI about to break the billable hour? Blake and David unpack what they heard at a major AI tax summit, where new tools promise to prepare complex returns in minutes instead of hours. They also debate Intuit’s stock slide, Trump’s extraordinary IRS settlement, and what shrinking oversight at the PCAOB could mean. You’ll hear where AI is already changing accounting—and where humans still matter most. Sponsors Cloud Accountant Staffing - http://accountingpodcast.promo/cas The Value Builder System - http://accountingpodcast.promo/value OnPay - http://accountingpodcast.promo/onpay Maxima. AI - http://accountingpodcast.promo/maxima Chapters (00:00) - TAP 489 (02:24) - Blackor AI Tax Summit (03:14) - AI Agents Disrupt Tax (07:16) - Billable Hour Pressure (09:00) - Advisory Future Forecast (10:14) - Intuit Stock Shock (12:29) - TurboTax vs Tax Pros (17:31) - Intuit Layoffs Strategy (20:04) - Trump IRS Settlement (24:59) - PCAOB SEC Shakeup (27:33) - OnPay Payroll Pitch (28:42) - IRS Mystery Payments (30:48) - Busy…

Is AI really the next Google—or are investors repeating the last tech bubble? Blake and David dig into OpenAI’s legal win, the accounting mechanics behind soaring AI valuations, and why cloud credits and paper gains may be inflating the market. They also explore what could make AI tools actually sticky for businesses, from workflow automation to personal finance and small-business use cases, and what all of this means for accountants. Sponsors Digits - http://accountingpodcast.promo/digits R.E. Cost Seg - http://accountingpodcast.promo/recostseg OnPay - http://accountingpodcast.promo/onpay Maxima.AI - http://accountingpodcast.promo/maxima Chapters (00:00) - TAP 488 (00:22) - Cash Flow Forecast Debate (00:29) - Road Show Updates (00:56) - Conference Rebrand News (01:31) - Nasdaq AI Summit Preview (04:29) - Livestream Check In (05:14) - Musk vs OpenAI Ruling (07:25) - AI Bubble Warning Signs (10:47) - Roundtrip Accounting Explained (15:38) - Paper Profits Hit Big Tech (18:28) - Do AI Giants Have Moats (27:15)…

Could public companies stop reporting every quarter? Blake and David break down the SEC’s push toward optional semiannual reporting, OpenAI’s new consulting arm, and what both moves could mean for accountants. They also cover tariff refund accounting, audit lawsuits, AI outperforming doctors in diagnosis tests, and why accountants may be better positioned than ever to build software and solve higher-value problems. Sponsors Cloud Accountant Staffing - http://accountingpodcast.promo/cas OnPay - http://accountingpodcast.promo/onpay C&R Consulting - http://accountingpodcast.promo/cnr Fishbowl - http://accountingpodcast.promo/fishbowl Chapters (00:00) - TAP 487 (02:52) - Semiannual reporting shift (06:46) - OpenAI enters consulting (09:59) - True cost of Iran war (15:40) - Xero founder scandal (18:42) - Tariffs and refund accounting (24:51) - WNBA millionaire tax myth (28:18) - NYC pied a terre tax (31:42) - Education loans and accounting (34:58) - Chat Prompts Cyber Accounting (36:15) - PwC Audit Scandal…

Sponsors OnPay - http://accountingpodcast.promo/onpay R.E. Cost Seg - http://accountingpodcast.promo/recostseg C&R Consulting - http://accountingpodcast.promo/cnr Fishbowl - http://accountingpodcast.promo/fishbowl Chapters (00:00) - TAP 486 (02:25) - Firm of One AI Tax (04:39) - Automating Firm Ops (09:35) - Claude Connectors Tested (17:45) - Sage Buys Doyen AI (19:48) - AI Efficiency Paradox (22:06) - Vibe Coding for CAS (26:06) - KPMG Federal Audit Exit (29:02) - Tariff Refund Lawsuits (31:15) - Tariffs and Job Losses (33:01) - IRS Lawsuit Snag (33:28) - Hearing Conflict Question (33:49) - Nonprofit Form 990 Shakeup (37:30) - Autofill Tax Return Bill (38:54) - IRS Whistleblower Boost (40:38) - Fed Nominee And Rates (42:39) - Jobs Data Doesn’t Add Up (44:28) - Intuit Hiring And Benefits (47:26) - Canopy AI Coworker Agents (52:34) - AI Meeting Notes To Tasks (54:58) - Procrastination Pays In AI (58:42) - Wrap Up CPE And Events Show Notes The 2026 Best Accounting Firms for Technology…

What does it mean when Big Four partners can be demoted—and AI still gets 1 in 5 accounting tasks wrong? Blake and David unpack KPMG’s audit partner cuts, EY and KPMG’s quiet partner demotions in the UK, PwC’s return-to-office push, and why firms like Decimal are rethinking tech-driven bookkeeping. They also debate AI’s limits in accounting, explore the future of CPE after a surprising Nasba warning, and explain what these shifts mean for accountants building their careers. Sponsors Cloud Accountant Staffing - http://accountingpodcast.promo/cas OnPay - http://accountingpodcast.promo/onpay Fishbowl - http://accountingpodcast.promo/fishbowl Chapters (00:00) - TAP 485 (01:47) - Bookkeeping Market Shakeup (02:38) - Decimal Pivots to Franchising (05:31) - AI Accuracy Reality Check (07:57) - Inventory Counts Still Human (10:28) - H&R Block Goes Year Round (11:55) - AI CEO Experiments and Limits (16:34) - Earmark Sponsor and NASBA Letter (21:37) - Context and CPE Reform Debate (26:11) - CPE Checkbox Culture (28:11)…

Can the accounting profession grow with fewer people? Blake Oliver and David Leary unpack how AI is reshaping firms, from PwC Australia’s staffing cuts and rising partner pay to new questions about performance metrics, CPA pathways, and the future of CAS. They also cover the IRS’s tax season recap, tariff refunds, Deloitte’s fake AI citations, and why firms need better ways to measure value in an AI-driven world. Sponsors Digits - http://accountingpodcast.promo/digits Cloud Accountant Staffing - http://accountingpodcast.promo/cas OnPay - http://accountingpodcast.promo/onpay Wurthy - http://accountingpodcast.promo/wurthy Chapters (00:00) - Show kickoff and tax season (01:05) - Sponsor Digits AI bookkeeping (02:45) - IRS CEO tax season recap (06:18) - Direct File and enforcement debate (07:54) - Tariff refund portal CAPE (09:54) - IRS CI pulled to ICE then back (11:49) - CAS growth engine for firms (15:12) - New firm metrics beyond hours (24:02) - AI ROI metrics survey (25:30) - Sponsor Cloud Staffing and…

What happens when AI starts doing the audit work itself? Blake and David dig into KPMG’s prediction that routine audit testing could soon happen with almost no human auditors directly involved. They also cover the IRS’s unfinished AI projects, the end of Direct File, new tax-on-tips rules, and why firms investing more in marketing are growing faster. Press play to hear what these shifts could mean for accountants, firms, and clients. Sponsors Cloud Accountant Staffing - http://accountingpodcast.promo/cas OnPay - http://accountingpodcast.promo/onpay Wurthy - http://accountingpodcast.promo/wurthy Chapters (00:00) - Audits Without Humans (00:22) - Tax Day Show Kickoff (02:30) - When Tax Day Hit Post Office (04:34) - E Filing Ends The Party (05:23) - This Week Top Stories (05:58) - Warehouse Fire Accounting Impact (08:52) - Compliance Time Cost (11:04) - No Tax On Tips Rules (13:44) - IRS AI Projects Stall (14:43) - Direct File Cost Debate (17:30) - Xero Os Buzzword Critique (20:32) - Can Ai Replace QuickBooks…

What happens when AI starts doing more than answering questions? Blake and David dig into Perplexity’s move into tax prep and bookkeeping, the IRS testing Palantir to help select audit targets, and why many firms still aren’t seeing real ROI from AI. They also unpack the surprising success of Trump accounts and what all of this could mean for accountants, firm workflows, and the future of the profession. Sponsors OnPay - http://accountingpodcast.promo/onpay Cloud Accountant Staffing - http://accountingpodcast.promo/cas REFRAME 2026 - http://accountingpodcast.promo/reframe2026 Wurthy - http://accountingpodcast.promo/wurthy Chapters (00:00) - TAP 482 (02:37) - Trump Accounts Boom (07:22) - CPE With Earmark (08:38) - Perplexity Targets Taxes (12:32) - AI Agents And Moats (23:43) - Claude Cowork Bookkeeping (30:25) - Digits Outcome Pricing (30:58) - Digits Pay For Performance (31:25) - Zero Touch Guarantee (31:56) - Pricing Power Debate (32:20) - Switching GL Friction (33:11) - Reframe Conference Sponsor (34:26)…

Can AI really prepare a tax return without a human touching the keyboard? Blake and David dig into a wave of new accounting tools that promise exactly that, from AI tax prep and bookkeeping agents to month-end automation. They’re joined by Kenji Kuramoto of Basis to discuss what this means for firms, pricing, and jobs. Plus: the U.S. government’s worsening balance sheet, Tether’s long-awaited audit, and why token costs may become accounting’s next big metric. Sponsors Cloud Accountant Staffing - http://accountingpodcast.promo/cas OnPay - http://accountingpodcast.promo/onpay UNC - http://accountingpodcast.promo/unc Chapters (00:00) - TAP 481 (02:34) - US Insolvency Breakdown (06:04) - Household Budget Analogy (07:49) - GAO Disclaimer Explained (08:37) - AI Tax Prep Agents (11:45) - Kenji Joins the Show (15:07) - Kenji New Role at Basis (19:40) - Basis Agents for CAS (25:36) - AI Skills and Pricing Shift (28:04) - Token Billing and FinOps (33:55) - Tokens Not Timesheets (34:17) - Delve Compliance Fallout…

Can AI really handle accounting and tax work—or is it just creating new ways to fake compliance? Blake and David dig into allegations of fraudulent SOC 2 reports, how taxpayers are actually using AI for tax prep, and why tools like Claude are creeping into finance workflows. They also cover FAA staffing risks, threats to state accountancy boards, and what listeners should watch as AI reshapes trust in the profession. Sponsors Digits - http://accountingpodcast.promo/digits Cloud Accountant Staffing - http://accountingpodcast.promo/cas OnPay - http://accountingpodcast.promo/onpay UNC - http://accountingpodcast.promo/unc Chapters (00:00) - TAP 480 (01:28) - Sponsor Digits Overview (02:54) - LaGuardia Crash Breakdown (05:36) - Shutdown Staffing Fallout (07:58) - Livestream and CPE Plug (08:49) - Delve SOC 2 Allegations (15:57) - How Fake Audits Happen (20:49) - Sponsor Cloud Staffing (22:00) - Is Anyone Using AI (24:02) - AI for Tax Prep Examples (35:14) - AI Tax Advice Limits (36:04) - Tech Creates More Cleanup…

Will AI actually take accountants’ jobs—or just change what their work looks like? Blake and David unpack the gap between AI hype and reality, from a LinkedIn challenge that found zero accountants replaced by AI to how firms like PwC and EY are shifting strategy. They also explore probabilistic audit opinions, AI agents in accounting workflows, and what professionals can do now to stay ahead. Sponsors OnPay - http://accountingpodcast.promo/onpay UNC - http://accountingpodcast.promo/unc Chapters (00:00) - TAP 479 (02:27) - Auditor Karaoke Protest (03:58) - Baby Where My Audit (07:14) - Reactions and Afroman (10:19) - Probabilistic Audit Opinions (14:57) - BDO Lawsuit and Liability (18:52) - Super Micro Fraud Signals (24:19) - Deterministic AI Checklists (30:16) - Checklist Driven AI Agents (31:28) - How LLMs Differ From Brains (33:00) - Puzzle Functions And Guardrails (36:06) - Prompting For Clarifying Questions (36:48) - UNC MAcc Sponsor Break (38:30) - PwC Goes AI First (41:46) - EY Bets On CPA Talent…

What do tariffs, war, AI agents, and a collapsed accounting startup have in common? This week, Blake and David connect the dots between rising economic pressure and rapid tech change. They break down the lopsided cost of drone warfare, small businesses getting crushed by tariffs, AI tools handling tax and bookkeeping tasks, and new details on Botkeeper’s collapse. You’ll hear what these shifts could mean for accountants, firms, and the future of the profession. Sponsors UNC - http://accountingpodcast.promo/unc OnPay - http://accountingpodcast.promo/onpay Cloud Accountant Staffing - http://accountingpodcast.promo/cas Chapters (01:27) - Sponsor Break UNC (02:46) - War Costs and Drones (08:58) - GPT 5.4 for Accountants (11:13) - AI Agent Files City Tax (15:23) - Claude Skill for Tax Prep (17:11) - Sponsor Break OnPay (18:55) - Gemini Makes Theme Music (22:33) - Uber CEO AI Clone (24:22) - Botkeeper Collapse Follow Up (31:13) - QuickBooks Integration Doubts (31:53) - Cloud Accountant Staffing Spot (32:59) - KPMG…

Can an AI prep a partnership return on its own? Blake and David dig into Basis’s $100M unicorn claim, Intuit’s OpenAI/Anthropic tie-ups and Claude Cowork, and what it means for firms. They also cover how to capitalize on tariff refund lawsuits, the Senate’s push to regulate tax preparers, and the SEC weighing twice-a-year reporting—plus a quick warning about the fake “IRS locker” scam. You’ll learn where AI helps now, what to watch, and how to advise clients. Sponsors Cloud Accountant Staffing - http://accountingpodcast.promo/cas OnPay - http://accountingpodcast.promo/onpay UNC - http://accountingpodcast.promo/unc Chapters (00:00) - Welcome and Headlines (01:51) - Sponsor Cloud Staffing (03:10) - Tariffs Legal Fallout (05:50) - Refund Lawsuit Wave (09:02) - Basis AI Unicorn (15:23) - Intuit Earnings AI Blitz (25:59) - Claude Cowork Automation (32:16) - Managing Agents at Work (34:21) - AI PR Pay Boom (36:46) - AI Agents for Accounting (37:39) - SaaS Giants vs AI (39:01) - Finance Grade AI Trust (41:22) - IBM…

SCOTUS just struck down Trump’s global tariffs—so who gets the $133B back, and how can firms capture advisory fees helping clients claim refunds? Blake and David unpack importer-of-record refunds, contingency-fee questions, and why “that’s pure profit.” Plus: taxpayers’ trust in AI tax prep is falling, creators’ $205B economy is a prime niche, TurboTax’s Uber-to-the-office play, Big Law’s $3,400/hour AI squeeze, and Dawn Brolin’s nonprofit sending first-timers to conferences you can support. Sponsors Digits - http://accountingpodcast.promo/digits Cloud Accountant Staffing - http://accountingpodcast.promo/cas OnPay - http://accountingpodcast.promo/onpay UNC - http://accountingpodcast.promo/unc Chapters (00:00) - TAP 476 (02:53) - Who Gets the Tariff Refunds? Importer of Record & Profit Impact (05:28) - Big Opportunity for Accounting Firms: Tariff Refund Advisory & Fees (08:55) - Flashback Clip: We Called the Tariff Ruling Months Ago (12:59) - Sponsors + Trump’s Next Move: New Tariff Authority Workarounds…

Which accounting firms really deliver sane hours and happy teams? Dom Piscopo (Big Four Transparency) reveals this year’s best—and worst—by job satisfaction and hours, including surprising outliers. Blake and David also unpack how AI startups are carving up PwC-style services, why Hazel AI rattled wealth managers and Intuit/Xero stocks, and where GLs still hold a moat. Plus, a practical way to use AI for W‑4/withholding—and an accountant’s take on Carvana’s too-good-to-be-true margins. Sponsors OnPay - http://accountingpodcast.promo/onpay UNC - http://accountingpodcast.promo/unc FutureViews System - http://accountingpodcast.promo/bez Chapters (01:19) - Pets, Candy, Jewelry & Prefixed Dinners: Where the Money Goes (03:14) - Live Chat Shoutouts + Today’s Guest Tease: Big Four Transparency (05:53) - Yours, Mine & Ours: How Couples Split (or Merge) Money (08:56) - Financial Secrets vs. “Cheating”: The Bankrate Survey Findings (11:01) - Meet Dom Piscopo + 2025 Best/Worst Firms by Job Satisfaction (15:43) - How…

What happens when AI starts cutting audit bills? Blake and David unpack KPMG’s push for a 14% fee cut from Grant Thornton, Botkeeper’s shutdown versus Pilot’s “AI accountant,” and how agents like Claude are already doing real client work. You’ll hear why entry-level roles are vanishing, what tax pros need to know about the IRS’s new e-payment push and Tax Pro Account upgrades, plus a fun detour: DJ John Summit’s Tax Day album. Sponsors UNC - http://accountingpodcast.promo/unc OnPay - http://accountingpodcast.promo/onpay Cloud Accountant Staffing - http://accountingpodcast.promo/cas Chapters (00:00) - KPMG's AI-Driven Audit Fee Reduction (00:28) - Welcome to the Accounting Podcast (00:53) - Blake's First Time at the Waste Management Open (02:00) - John Summit: From Accountant to DJ Superstar (04:39) - John Summit's Accounting-Themed Album (09:44) - Earmark CPE: Easy CPE Credits for Accountants (12:34) - The Rise and Fall of AI Bookkeeping Startups (24:48) - Pilot's Autonomous AI Accountant (26:50) -…

Could AI wipe out half of entry-level accounting roles? Blake and David recount a brazen “courier scam” on David’s porch to unpack how deepfakes and spoofed calls fuel today’s fraud (“less than 10% can tell AI video from real”). You’ll learn practical controls—family code words, approval workflows—plus hands-on AI updates: Claude’s Excel plugin and desktop agent, Gusto payroll in ChatGPT, and a prompt that forces AI to ask clarifying questions and wait for “go.” Sponsors UNC - http://accountingpodcast.promo/unc EarmarkCPE - http://accountingpodcast.promo/earmark OnPay - http://accountingpodcast.promo/onpay Chapters (02:02) - Personal Fraud Story: A Cautionary Tale (03:35) - Elder Fraud and AI-Driven Scams (06:53) - AI's Impact on Fraud and Security (11:39) - AI Tools for Accountants (19:40) - Earmark: CPE for Listening to Podcasts (22:01) - AI's Threat to Entry-Level Jobs (27:11) - AI Agents in Payroll and HR (35:20) - The Future of AI in Blue Collar Jobs (38:18) - AI's Role in Government Efficiency (39:52)…

Are you accidentally breaking CPA rules across state lines? Guest Lindsay Patterson, CPA CIA breaks down the new mobility landscape after alternative licensure paths—and the surprising data firms must track to avoid fines, failed peer reviews, and redoing audits. Plus: Congress’s Fiscal State of the Nation bill, Deloitte’s PR storm, QuickBooks’ AI reconciliation, and what’s driving a rebound in accounting majors. Walk away knowing where to get licensed, what triggers penalties, and how to protect your firm. Sponsors TaxBandits - http://accountingpodcast.promo/taxbandits Earmark - http://accountingpodcast.promo/earmark OnPay - http://accountingpodcast.promo/onpay UNC - http://accountingpodcast.promo/unc Chapters (00:00) - Introduction and CPA Email Incident (00:33) - AI in QuickBooks: A Game Changer? (06:00) - Live Stream Shoutouts and YouTube Promotion (06:54) - New Legislation: Fiscal State of the Nation Act (10:37) - CPA Mobility and Alternative Pathways (11:47) - Guest Segment: Lindsay Patterson on CPA…

Carla McCall shares insights on the challenges faced by the accounting profession, including workload, work-life balance, and the AICPA's role. She addresses misconceptions about the responsibilities of the AICPA, discusses her firm's approach to managing work hours and culture transformation, and highlights the need for creative solutions to attract new talent. The discussion also explores the systemic issue of overwork in large accounting firms and the potential measures that could alleviate these pressures. Meet Our Guest, Carla McCall https://www.linkedin.com/in/carlamccallaaf/ Need CPE? Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Subscribe to the Earmark Podcast: https://podcast.earmarkcpe.com Get in Touch Thanks 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;…

Are we causing our own busy-season chaos? Blake and David break down a simple scheduling system that spreads tax work, trains clients, and slashes extensions. They debate Congress’s barcode bill vs. e-filing, unpack a poll showing GOP support for a millionaire’s tax, and ask what AI really changes when managers still have to review the bots. Plus: IRS CI’s latest wins, whistleblower e-filing, and a Britney tax fight. Sponsors Digits - http://accountingpodcast.promo/digits OnPay - http://accountingpodcast.promo/onpay TaxBandits - http://accountingpodcast.promo/taxbandits UNC - http://accountingpodcast.promo/unc Chapters (01:11) - AI and Survey Creation (02:30) - Google's Personal Intelligence (05:11) - IRS Defunding and Workforce Reduction (06:51) - CPA Trendlines Busy Season Barometer (11:12) - Barcode Efficiency Act (15:24) - IRS Criminal Investigations (17:24) - Payroll Headaches and OnPay (18:56) - SBA and IRS Employee Fraud (21:41) - IRS Whistleblower Office (23:08) - Britney Spears vs. IRS (24:04) -…

Raids replaced audits, and guns replaced spreadsheets. Blake and David connect the dots from Minnesota's sprawling public-assistance fraud to a decade of IRS budget cuts and ICE crackdowns. You'll learn why enforcement shifted from prevention to raids, what California's one-time billionaire tax really proposes, how new AICPA rules could hit PE-backed firms, and why a botched audit didn't cost PwC its client, plus one pro tip to level up your Excel game. Sponsors OnPay - http://accountingpodcast.promo/onpay TaxBandits - http://accountingpodcast.promo/taxbandits UNC - http://accountingpodcast.promo/unc Chapters (00:00) - TAP 470 (00:33) - Minnesota Fraud Scandal Overview (03:18) - Historical Context and IRS Budget Cuts (08:34) - IRS and ICE Collaboration Issues (10:39) - Impact of Budget Cuts on Fraud (20:56) - Current Events and Political Reactions (26:17) - California Billionaire Tax Act (27:58) - Billionaire Tax Proposal Discussion (29:01) - Challenges of Implementing Wealth Tax (29:58) - Practical Concerns…

Think AI will free you from ‘mundane bookkeeping’ so you can do advisory? Blake and David say it’s the opposite. Hear how owners already use AI as a de facto CFO, why drafting narratives—not matching bank feeds—is the real win, what the ‘AI premium’ means in a billable-hour world, and the two numbers firm owners should track in 2026: monthly recurring revenue and bottom-line profit. Sponsors UNC - http://accountingpodcast.promo/unc OnPay - http://accountingpodcast.promo/onpay TaxBandits - http://accountingpodcast.promo/taxbandits Chapters (01:35) - News Highlights and Sponsor Acknowledgements (03:56) - AI in Small Business Accounting (07:04) - AI's Impact on Accounting Tasks (10:01) - Thought Leader Survey on AI in Accounting (19:56) - AI Premium and Job Automation (25:27) - Survey Answers from Accounting Thought Leaders (25:54) - AI's Role in Strategy and Decision Making (28:24) - Impact of AI on Competitive Landscape (30:50) - AI's Effect on Costs in Accounting Firms (31:54) - AI Replacing Staff…

How does $95 million go missing at a bank—and still get a clean audit? Blake and David unpack the Evolve Bank/Synapse meltdown, what auditors missed, and how SOC reports fall short. Plus: the penny shortage pushing cash rounding at the register, the shocking stat that even 29% of partners don’t know partner pay, and the case for semiannual reporting. Walk away with practical takeaways for clients, staff, and your own firm. Sponsors Cloud Accountant Staffing - http://accountingpodcast.promo/cas OnPay - http://accountingpodcast.promo/onpay Chapters (00:44) - The Penny Shortage Crisis (03:52) - Evolve Bank's $95 Million Scandal (17:12) - Earmark CPE and Other Podcast Recommendations (22:00) - Partner Salaries and Compensation Transparency (28:27) - Data Breach at SAX Accounting Firm (33:28) - Semi-Annual Reporting Debate (36:25) - Debating Semi-Annual Reporting (37:38) - Quarterly Reporting Games (38:25) - LinkedIn Comment: The Case for Quarterly Reports (39:11) - The Value of Financial Statements (39:58) -…

Is private equity turning firms into a 'dumpster fire'? Blake and David unpack Accounting Today's survey showing partners are upbeat while staff are sour on PE. They hit Andersen's $176M IPO, why Big Four ties to Big Tech raise independence questions, and how AI could finally kill the billable hour. Plus, what tax pros really charge in 2025 - and the wild 'Middle Finger Ranch' fraud. Sponsors OnPay - http://accountingpodcast.promo/onpay Cloud Accountant Staffing - http://accountingpodcast.promo/cas Chapters (00:56) - Private Equity in Accounting Firms (01:51) - Sponsor Message: OnPay Payroll Solutions (04:15) - Arthur Andersen's Legacy and IPO (07:45) - Private Equity Survey Results (21:04) - Big Four and Tech Giants (28:25) - Pricing Models for CAS Engagements (30:22) - Tax Preparers' Fees Breakdown (36:12) - Cloud Accountant Staffing (37:34) - Economic Growth and Consumer Spending (40:26) - Fraud Stories: Middle Finger Ranch and More (43:24) - PCAOB Budget Cuts and Enforcement Actions (52:29) - IRS…

Sponsors Cloud Accountant Staffing - http://accountingpodcast.promo/cas Relay - http://accountingpodcast.promo/relay OnPay - http://accountingpodcast.promo/onpay Chapters (00:47) - Jeffrey Epstein's CPA and Lawyer (03:10) - Wall Street Journal Article on Epstein's Associates (05:58) - Discussion on Epstein's Financial Operations (14:25) - Trump's Executive Order on Cannabis Businesses (18:16) - Tax Implications for Gambling and Prediction Markets (20:47) - IRS Criminal Investigations Unit Record Year (25:13) - Lawyer Sues IRS to Recognize Dog as Dependent (28:09) - Trump's New US Tech Force (29:27) - Trump's Hiring Plans and Tech Startups (30:22) - Startup Fraud in Tax Accounting (34:23) - Intuit and Circle Partnership (36:38) - AI and Stablecoin Payments (44:16) - AI's Impact on Accounting Jobs (51:24) - AI-Powered Fraud in Finance (55:59) - Closing Remarks and Announcements Show Notes The CPA and the Lawyer Who Served Jeffrey Epstein—and Control His Fortune and Secrets…

Will IRS agents have to watch OnlyFans to police the new “no tax on tips” deduction? Blake and David unpack the wild twist: a study showing that women-led audit teams deliver higher-quality work at lower fees, and why AI could finally kill the billable hour. They hit PCAOB’s AI/PE crackdown, KPMG’s AI exam cheating, AI‑written financial reports, Meta’s off‑balance‑sheet data center, the IRS Math Act, and new child investment accounts. Walk away with policy context and practical tech takeaways. Sponsors OnPay - http://accountingpodcast.promo/onpay ACFE - http://accountingpodcast.promo/acfe Cloud Accountant Staffing - http://accountingpodcast.promo/cas Chapters (01:15) - New Tax Deduction for Digital Content Creators (02:27) - IRS Agents and OnlyFans Content (04:39) - IRS Telework Policy Changes (06:15) - Earmark CPE and Listener Interaction (09:25) - President's Statement on Federal Income Tax (13:15) - IRS Math Act and Senator Justice's Tax Issues (16:03) - Trump Accounts and PCAOB Scrutiny on AI (24:20) -…

Are accountants no longer “professionals”? We unpack the DOE proposal that could slash grad loan limits—and what AICPA/NASBA plans to do about it. Plus: Deloitte’s AI-made citations, EY’s audit turnaround, PwC’s end‑to‑end AI audit ambitions, and OpenAI’s circular investment into accounting rollups. We also cover Xero’s new auto‑reconcile, Intuit’s small‑biz data ad play, and two practical wins: Google’s shared inboxes and unexpected networking tactics for landing that first job. Sponsors Cloud Accountant Staffing - http://accountingpodcast.promo/cas ACFE - http://accountingpodcast.promo/acfe OnPay - http://accountingpodcast.promo/onpay Chapters (00:00) - Introduction and Podcast Overview (00:44) - Headline: Accountants No Longer Professionals? (02:18) - Department of Education's Proposal and Reactions (03:50) - Implications for Accounting Students and Professionals (09:28) - Deloitte's AI Work Swap Controversy (12:46) - EY's Audit Quality Improvements (20:56) - Economic Update: Tariffs and Job Market…

Do money talks make your family squirm more than politics? In this Thanksgiving mailbag, Blake and David dig into a Bankrate survey on taboo money chats, the grim 2026 grad job market, and the maze of CPA experience sign-offs after NASBA’s program vanished. You’ll hear practical career advice (big firm vs. small, starting bookkeeping), what AI can and can’t do for accountants today, plus news on audit partners’ outlook and tariff shifts hitting grocery bills. Sponsors OnPay - http://accountingpodcast.promo/onpay Cloud Accountant Staffing - http://accountingpodcast.promo/cas Chapters (01:14) - Listener Mailbag: Top Messages of the Year (02:05) - Thanksgiving Dinner Conversations: Money vs. Politics (06:11) - Listener Questions: CPA Licensing Challenges (12:07) - NASBA Data Issues and CPA Exam Pass Rates (13:24) - Economic Optimism Among Audit Partners (17:22) - Political News: Tariff Rollbacks (19:03) - Career Advice for Accounting Students (26:47) - AI's Impact on Accounting Careers (27:34) - AI's Current…

Blake breaks down how AI can help with cost segregation and explains why AI currently works best on tasks that take humans 2-5 minutes. Michael Burry is betting against AI companies, claiming they're manipulating earnings by stretching server depreciation from 3-4 years to 5-6 years, adding billions to their bottom lines. Also covered: Intuit's $100 million annual OpenAI deal to integrate QuickBooks and TurboTax into ChatGPT, new bank evidence in the Rippling corporate espionage case, and a survey showing 10% of adults are acting on AI tax advice despite error rates up to 50%. Sponsors OnPay - http://accountingpodcast.promo/onpay Relay - http://accountingpodcast.promo/relay Cloud Accountant Staffing - http://accountingpodcast.promo/cas Chapters (00:00) - Welcome to The Accounting Podcast (00:49) - Blake's Illness and Recovery (02:05) - Upcoming Topics (04:06) - Cost Segregation Explained (06:46) - AI in Cost Segregation (11:15) - AI's Current Capabilities and Limitations (19:10) - Intuit's OpenAI Deal…

Earmark Media Presents a bonus episode of Earmark Podcast: 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. Meet 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:…

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 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/ Need CPE? Get CPE for this episode: https://earmark.app/c/2909 Get CPE for listening…