Earmark Accounting Podcast | Earn Free CPE: Recent Episodes
Blake Oliver, CPA
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From tracking gambling sessions to offsetting winnings with losses, professional gamblers and enthusiasts alike need to know how to beat the house when it comes to taxes. Join Certified Public Accountant Zak Zimbile, owner of a remote CPA firm specializing in gambling taxation, as he breaks down federal and state requirements for reporting gambling income. Zak leverages his decade-plus of experience advising recreational and professional gamblers across the country to explain what counts as gambling income, how to properly track activity, when winnings must be reported, and how losses can be used to lower your tax bill. With insights ranging from tax forms to watch out for to foreign reporting requirements, this episode helps gamblers and tax professionals alike formulate strategies to minimize the house's take.
Sponsor
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Chapters
* (00:00) - Preview: How professional gamblers stay under the radar
* (00:57) - Earn Free CPE
* (01:18) - Welcome Zak to the show
* (03:31) - How did you get into this niche?
* (05:05) - What is considered gambling income?
* (06:36) - How do people keep track of all of their winnings and losings?
* (08:19) - How do you recommend your clients keep track of all of this?
* (11:03) - Why is it so important to track this data
* (15:10) - Do you direct your clients to any specific sites that keep good records of bets?
* (16:35) - Where does the IRS publish this information on gambling and sessions
* (19:08) - Why can a W-2G and tracking by session be beneficial?
* (22:24) - Do these tax laws apply the same for professional vs recreational gamblers? And lets talk a little more about how pros are defined
* (25:15) - How does the IRS treat gambling winnings on a tax return?
* (30:34) - Does the IRS push back on the professional vs amateur classification
* (31:59) - How do taxes vary state to state on gambling wins and loses
* (35:45) - Do you see gamblers relocating specifically for tax purposes?
* (37:51) - Has video game gambling taken off?
* (39:20) - Are there any other tax forms I may receive or deal with related to gambling?
* (44:24) - What do I need to know about gambling in a foreign country?
* (49:20) - What is your favorite and the hardest part about this niche?
* (53:03) - Wrap up and where to reach Zak
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Connect with Our Guest, Zak Zimbile
Twitter: https://twitter.com/ZakTheCPA
LinkedIn: https://www.linkedin.com/in/zachary-zimbile-cpa-5a4b2224/
Learn more about Zachary Zimbile, CPA
Website: https://www.zakthecpa.com/
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
Major changes are afoot in the world of QuickBooks. QBO and Payroll prices are going up. Intuit is phasing out QuickBooks Desktop Pro while touting QuickBooks Online and Enterprise as the future, though Hector predicts Desktop will still have a 2024 edition. QBO Advanced still needs improvements, like reverting to a static navigation bar, and Hector is excited about new integrations with QuickBooks Checking. Tune in for insights from Hector Garcia, CPA, on the past, present, and future of Intuit’s small business accounting software.
- (00:00) - Quickbooks dropped the ball with QuickBooks Checking
- (00:32) - Earn Free CPE
- (00:53) - Welcome Hector back to the show
- (02:16) - QuickBook Online price changes
- (06:21) - How will Intuit make sure its LLM is learning the right things?
- (09:52) - What's new with QuickBooks Desktop Pro and Premier?
- (18:01) - Why can't QBO do better inventory and what apps do you recommend for inventory?
- (19:18) - Let's talk about QuickBooks Checking
- (25:24) - Are you recommending QuickBooks checking to clients? And what do they need to do to get to that point?
- (29:29) - Revisiting Hector's 2022 predictions for QuickBooks Desktop
- (31:05) - Some new features
- (35:40) - Hector's QuickBooks browser extension RightTool
- (38:43) - How do you protect client information in RightTool
- (40:11) - Hector sold his tax practice and he's having a conference in Miami
- (44:18) - We're launching a new QuickBooks podcast!
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Connect with Our Guest, Hector Garcia, CPA
LinkedIn: https://www.linkedin.com/in/hectormgarciacpa/
Subscribe to updates about the Unofficial QuickBooks Podcast: http://eepurl.com/iw4kpE
Learn more about Hector's conference in Miami: https://altaccountant.com/creative/
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
Follow the journey of Keeley Favoino, CPA, from her background in accounting at various organizations, including EY, Starbucks, OfferUp, and Farmer's Fridge, before joining Foxtrot, a modern corner store concept. Foxtrot's accounting department was initially focused on bookkeeping, but as the company grew, so did the need for a more robust accounting system. Keeley led the transformation from cash basis accounting to GAAP financials using QuickBooks Online, creating streamlined processes and establishing communication channels between departments. As Foxtrot continued to expand, Keeley and her team decided to upgrade to NetSuite, a platform that could better handle their reporting needs and integrate well with their existing tech stack.
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Chapters
- (00:22) - Preview: Being curious and finding the right fit
- (01:10) - Earn Free CPE
- (01:31) - Welcome Keeley to the show, and please tell us about FoxTrot
- (05:54) - What did Foxtrot look like in the beginning?
- (08:45) - What did the accounting team look like when you joined?
- (12:07) - How did you start working with startups?
- (23:48) - What came after OfferUp?
- (30:55) - Walk us through your moves with setting up systems
- (45:07) - What were your next steps and systems you implemented
- (47:37) - How did you pick your ERP system?
- (49:14) - What is a 4-4-5 Calendar
- (01:00:20) - What is your favorite thing about NetSuite?
- (01:08:44) - What is next for Keeley?
- (01:10:40) - What advice would you give to a young public accountant that is interested in startups?
- (01:14:26) - Wrap up and how to connect with Keeley
Connect with Our Guest, Keeley Favoino
LinkedIn: https://www.linkedin.com/in/keeley-favoino/
Learn more about Foxtrot
https://foxtrotco.com/
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
Blake Oliver is joined by Katherine Studley and Jim Swiech, the founders of Prisma Tax Group. Katherine and Jim specialize in helping OnlyFans creators and sex workers with their accounting and tax needs. They discuss the unique challenges facing these clients, as well as the common misconceptions and stereotypes surrounding the industry. Katherine shares how she built her business through TikTok and Instagram, and Jim explains how their pricing structure and hiring practices have contributed to their success. Tune in to learn more about this fascinating and underserved niche in the accounting world.
Sponsor
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Chapters
- (00:00) - Preview: Everyone deserves judgment-free financial representation
- (01:13) - Earn Free CPE
- (01:33) - Welcome Katherine to the show
- (02:39) - Background on Jim
- (04:14) - Who are your clients? Are they all OnlyFans creators?
- (05:11) - What are common stereotypes or misconceptions about OnlyFans that make large firms not interested in taking them on as clients?
- (08:23) - Do you see sex workers being discriminated against in audits?
- (13:32) - What deductions should OnlyFans creators be taking?
- (14:35) - What are the biggest challenges you face working with OnlyFans creators?
- (16:15) - How do you make 1040s work?
- (18:04) - Where are you finding talent, and how are you training them?
- (21:47) - What was the biggest lift to get ClickUp to work for your firm?
- (22:55) - How do you like ProConnect compared to other software you've used in the past?
- (27:26) - What other apps do you use or recommend?
- (31:27) - What advice would you give to other accountants or bookkeepers who might be interested in working in non-traditional industries?
- (32:36) - How do your clients get into this line of work?
- (35:18) - What type of income are your clients making from this?
- (37:48) - Are you worried about TikTok potentially getting banned in the U.S?
- (41:18) - Why do banks or payment processors give OnlyFans creators such a hard time?
- (42:18) - Give us a sense of the size of the industry
- (45:01) - What are some tips on creating content that appeals to your target audience
- (48:06) - Human-trafficking and sex-trafficking training
- (52:40) - Wrap up and where to reach Katherine or learn more
Connect with Our Guests
Katherine Studley:
LinkedIn: https://www.linkedin.com/in/katherine-studley
Twitter: https://twitter.com/theonlyconsult
Facebook: https://www.facebook.com/katherine.studley
Instagram: https://www.instagram.com/the_only_consultant
TikTok: https://www.tiktok.com/@the_only_consultant
Jim Swiech
LinkedIn: https://www.linkedin.com/in/james-swiech-cpa-b9334420/
Learn more about Prisma Tax Group
https://www.prismatax.com/
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
Sponsor
Check our Sponsor LiveFlow — Advanced Financial Reporting on Autopilot
In this episode of the Earmark Accounting Podcast, Blake talks with Stacey Feldman, CPA, about her experiences in the world of CPG and accounting at PopSockets. They look at the challenges of scaling a startup, from tracking components in a supply chain to accounting for inventory costs. Stacey also reveals insights around simplifying supply and the importance of real-time data for accurate accounting.
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Chapters
- (00:00) - Preview: The importance of merging accounting and finance
- (01:07) - Earn Free CPE
- (01:28) - Welcome Stacey Feldman to the show
- (04:29) - Stacey's career path in the CPG industry
- (11:39) - What was the first big challenge that you had to solve in accounting for PopSockets?
- (15:28) - What did you map with the supply chain?
- (21:36) - How were you taking orders for PopSockets?
- (26:11) - What put PopSockets on the map and scaled the brand?
- (28:52) - What is FBM?
- (29:24) - How did you do all the accounting for PopSockets? What tools did you use?
- (37:30) - PopSockets’ $14 million mistake
- (42:50) - What lessons have you learned regarding customer discounts?
- (48:19) - Differences between full manufacturing and light manufacturing
- (54:33) - What other cutting-edge technology or interesting tech is Sunday using?
- (01:04:21) - Wrap up and how to connect with Stacey
Connect with Our Guest, Stacey Feldman
LinkedIn: https://www.linkedin.com/in/feldmanstacey/
Learn more about Full Send Finance
https://www.fullsendfinance.com/
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
Many thanks to our sponsor, LiveFlow!
To learn more about LiveFlow, visit https://earmarkcpe.promo/liveflow
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Connect with Our Guest, Argel Sabillo, CPA
LinkedIn:https://www.linkedin.com/in/argelsabillocpa/
Learn more about DTLA CPA
Website: http://dtlacpa.com
Visit heyApril: https://heyapril.io/
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
Thanks to our sponsor, Avise!https://earmarkcpe.promo/avise
Sign up to get free CPE for listening to this podcast
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Download the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
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Connect with Graham Stanton
LinkedIn: https://www.linkedin.com/in/grahamstanton/
Learn more about Avise: https://avise.com
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
Many thanks to our sponsor, LiveFlow!To learn more about LiveFlow, visithttps://earmarkcpe.promo/liveflow
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Connect with Korey CournoyerLinkedIn: https://www.linkedin.com/in/koreycournoyer/
Learn more about GrowthLab FinancialWebsite: http://growthlabfinancial.com
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
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Connect with Our Guests
John Rea
LinkedIn: https://www.linkedin.com/in/john-rea-04553013/
Twitter: https://mobile.twitter.com/johnrea88
Learn how Scrutinize helps accounting and bookkeeping firms close client books faster and more accurately:https://www.scrutinize.io/
Rachel Fisch
LinkedIn: https://www.linkedin.com/in/rachelfisch/
Twitter: https://twitter.com/Fischbooks
Learn more about RealtyTax:https://realtytax.ca/
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
Sign up to get free CPE for listening to this podcast
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Connect with Peter Wen
LinkedIn: https://www.linkedin.com/in/peterwen/
Learn more about Tallyfor
http://tallyfor.com
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
This episode is sponsored by Jirav. Learn more at jirav.com/earmark
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Connect with Rita
LinkedIn: https://www.linkedin.com/in/cpamanagement/ Website: https://ritakeller.com/
Learn more Keller Advisors, LLC
Keller Advisors, LLC: https://www.facebook.com/CPAmanagement
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
Thanks to Our Sponsors!
Accountests: https://www.accountests.com/
Dark Horse CPAs: https://abetterway.cpa/
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Connect with Our Guests
Brittany Brown: https://www.linkedin.com/in/brittany-brown-b8324812/ Kexin Smith: https://www.linkedin.com/in/kexin-smith-15891526/
Learn more about LedgerGurus
https://ledgergurus.com/about/
LedgerGurus University
https://ledgergurus.thinkific.com/
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
Thanks to our Sponsors:Accountests: https://www.accountests.com/Dark Horse CPAs: https://abetterway.cpa/
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Connect with our guest : Eric Fraint - President and Founder of Your Part Time Controller, LLCLinkedIn : https://www.linkedin.com/in/yourparttimecontroller/
Learn more about Your Part Time Controller :
https://www.yptc.com/
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
______________________________________________________
Full transcript available upon request
Many thanks to our sponsor, ApprovalMax, for making this episode possible!
To learn more about ApprovalMax, please visit their website: https://www.approvalmax.com/
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Connect with Our Guest, David Wieseneck, VP Finance, Demostack
LinkedIn: https://www.linkedin.com/in/davidwieseneck/
Twitter: https://twitter.com/daveweez
Learn more about Demostack
https://www.demostack.com/about
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
Thanks to our Sponsor!
Accountests: https://www.accountests.com/
Sign up to get free CPE for listening to this podcast
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Intuit's The Path to Advisory white paperhttps://proconnect.intuit.com/taxprocenter/practice-management/the-path-to-advisory-now-available-for-download/
Connect with Our Guests
Jorge Olavarrieta, VP of Product Management and Design at Intuit
https://www.linkedin.com/in/jolavarrieta/
Learn more about Intuithttps://www.intuit.com/
Minal Babaria, CPA, CTC, CEO and Founder of KB Tax Deviser CPAshttps://www.linkedin.com/in/minal-babaria/
Learn more about KB Tax Deviser CPAshttps://www.kbtaxdevisers.com/
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
Sponsors
BooksTime: https://www.bookstime.com/accountants Accountests: https://www.accountests.com/ Use code "Earmark50" to receive 50% off any of their tests
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Presentation slides:
https://earmarkcpe.com/wp-content/uploads/2022/05/Communicating-Financial-Results-to-Normal-People.pdf
Connect with Our Guest, Geni Whitehouse
LinkedIn: https://www.linkedin.com/in/evenanerd
Twitter: https://twitter.com/evenanerd
Learn more about Geni's work:
Official website for Impactful Advisor: https://theimpactfuladvisor.com/
Official website for Even a Nerd Can Be Heard: http://www.evenanerd.com/
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
Thank you to our sponsors
Accountests: https://www.accountests.com
BooksTime: https://www.bookstime.com/accountants
Sign up to get free CPE for listening to this podcast
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Connect with Our Guest, Brandon Hall
LinkedIn: https://www.linkedin.com/in/brandonhallcpa/
Learn more about Hall CPA PLLC
Company website: https://www.therealestatecpa.com/
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
Sign up to get free CPE for listening to this podcast
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Connect with Our Guest, Isaac Heller
LinkedIn:https://www.linkedin.com/in/isaacheller/
Learn more about Trullion
https://trullion.com/about-us/
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
Thank you to our sponsors!
Botkeeper
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Connect with Our Guest, Dan GertrudesLinkedIn:https://www.linkedin.com/in/danielgertrudes
Twitter: https://twitter.com/dangertrudes
Learn more about GrowthLab:Website: https://www.growthlabfinancial.com/
Connect with Blake Oliver, CPA:
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
Sign up to get free CPE for listening to this podcast
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Connect with Our Guest, Todd Shapiro
LinkedIn: https://www.linkedin.com/in/todd-shapiro-536b6b1/
Learn more about the Illinois CPA Society
Official website: https://community.icpas.org/home
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
Thank you to our sponsors!
Botkeeper
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LiveFlow
Get 20% off your first 3 months of LiveFlow: https://www.liveflow.io/earmark
Sign up to get free CPE for listening to this podcast:
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Connect with Our Guest, Dan GertrudesLinkedIn:https://www.linkedin.com/in/danielgertrudes
Twitter: https://twitter.com/dangertrudes
Learn more about GrowthLab:Website: https://www.growthlabfinancial.com/
Connect with Blake Oliver, CPA:
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
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Connect with Our Guests, Jay, and Rachel
Jay Kimelman
LinkedIn: https://www.linkedin.com/in/jkimelmanThe Digital CPA Website:https://thedigitalcpa.com/about-us/
Rachel Fisch
LinkedIn: https://ca.linkedin.com/in/rachelfisch
High Rock Accounting: https://highrock.co/
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
Thank you to our sponsors!
Botkeeper
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Connect with Our Guest, Dan GertrudesLinkedIn:https://www.linkedin.com/in/danielgertrudes
Twitter: https://twitter.com/dangertrudes
Learn more about GrowthLab:Website: https://www.growthlabfinancial.com/
Connect with Blake Oliver, CPA:
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
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Connect with Our Guest, Scott Orn, Chief Operating Officer, CFA
Website: https://kruzeconsulting.com/scott-orn/
LinkedIn: https://www.linkedin.com/in/scottorn
Learn more about Kruze Consulting
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Twitter: https://twitter.com/blaketoliver/
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Connect with Our Guest, Chad Davis
Company Profile: https://www.liveca.ca/team/chad-davis-cpa-cmaLinkedIn:https://www.linkedin.com/in/chaddavis1/
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Verizon Unlimited Hotspot: https://earmark.link/jxx
Mobile Internet Resource Center: https://www.rvmobileinternet.com/
Learn more about LiveCAhttps://www.liveca.ca/nocode-development
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
Learn more about SoftLedger:http://info.softledger.com/earmark
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Connect with Our Guest
Ben Taylor, CEO @ SoftLedger: https://www.linkedin.com/in/bentaylor8/
Connect with Blake Oliver, CPA
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Guests
Andrea MacDonald, CPA:https://www.linkedin.com/in/andrea-macdonald-cpa-mba-4704042b
Owner, Pro Tax & Accounting | Accredited Business Intermediary | Fractional Chief Financial Officer for Spike's K9 Fund
Learn more about Andrea's firm, Pro Tax & Accounting:
Official website: https://protaxllcva.com/about/
Twyla Verhelst, CPA: https://www.linkedin.com/in/twylav/
Head of FreshBooks Accountant Channel & Leader of the Accounting Partner Program | Creator of the Women in Accounting Mentorship Program
Learn more about the Women in Accounting Mentorship Program:
Official Website: https://www.womeninaccounting.online/
Connect with Blake Oliver, CPA
Linkedin: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
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Client Data Security: Best Practices to Protect Your Firm from Serious Threats
https://rb.gy/jh6guz
Connect with Our Guest, Byron Patrick
LinkedIn: https://www.linkedin.com/in/byronpatrick/ Twitter: https://twitter.com/byron_cpa
Learn more about Botkeeper
Website: https://www.botkeeper.com/
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
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Connect with Our GuestsSue Coffey, CPA, CGMA
Chief Executive Officer - Public Accounting at Association of International Certified Professional Accountants
https://www.linkedin.com/in/susan-s-coffey-cpa-cgma-7b26a68/
Tom Hood, CPA, CITP, CGMA
EVP Business Engagement & Growth at Association of International Certified Professional Accountants
https://www.linkedin.com/in/tomhood/
Learn more about the AICPAhttps://www.aicpa.org/home
Connect with Blake Oliver, CPA
Linkedin: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
Referenced in the episode:
The Cloud Accounting Podcast, Episode 263, "Crypto Is A Scam"
https://www.cloudaccountingpodcast.com/263
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Connect with Our Guest
https://www.linkedin.com/in/dr-sean-stein-smith-dba-cpa-63307444/
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
A message from our sponsor:
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Connect with our guest, Hector Garcia, CPA.CITP:
Linkedin: https://www.linkedin.com/in/hectormgarciacpa/
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Connect with Our Guest, Ron Baker
LinkedIn: https://www.linkedin.com/in/ronbaker1/
Learn more about VeraSage Institute
Website: https://www.verasage.com/
Have a listen to The Soul of Enterprise
https://www.thesoulofenterprise.com
Show Notes:
Mind Over Matter: Why Intellectual Capital is the Chief Source of Wealth
https://www.amazon.com/Mind-Over-Matter-Intellectual-Capital/dp/0470053615
Lies, Damned Lies, and Cost Accounting
https://www.cpajournal.com/2018/12/07/lies-damned-lies-and-cost-accounting/
CPA.com CAS Benchmark Survey
CAS_Survey_211013 Final.pdf
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
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Connect with Our Guests:
Liz Mason, Founder, and CEO of High Rock Accountinghttps://www.linkedin.com/in/masonliz/
Rachel Fisch, CPB, Chief Global Development Officer, High Rock Accounting
https://www.linkedin.com/in/rachelfisch/?originalSubdomain=ca
Megan Genest Tarnow, Industry Lead, Nonprofit
https://www.linkedin.com/in/megantarnow/
Learn more about High Rock Accounting:
https://highrock.co/
Connect with Blake Oliver, CPA
Linkedin: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
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Connect with Kenji Kuramoto, Founder and CEO of Acuity
https://www.linkedin.com/in/kenjikuramoto/
Connect with Matthew May, VP of Sales and Marketing at Acuity
https://www.linkedin.com/in/thetechcpa/
Learn more about Acuity
https://acuity.co/about/
Listen to more episodes of Drink While You Think:
https://www.youtube.com/playlist?list=PLXnap0yocZOW5DtK9YBRAiJPzBq4l-nbz
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
Our Sponsor
To learn more about how Practice Ignition can help your firm eliminate accounts receivable and for 50% off your first three months, visit https://earmarkcpe.com/pi
Our Guest
Josh Lance, CPA, CGMA on Linkedin: https://www.linkedin.com/in/joshualancecpa/
Our GuestCharles Weinstein, CEO @ Eisner Advisory Group LLChttps://www.linkedin.com/in/charles-weinstein-7b595543/
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Connect with Ed Mendlowitz
LinkedIn: https://www.linkedin.com/in/edward-mendlowitz-a6a1305/
Email: emendlowitz@withum.com
Connect with Blake Oliver
Linkedin: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
Sponsor
Thank you to our sponsor, FreshBooks! Learn more at https://www.freshbooks.com/accountants
GuestsKristen Keats, CPA: https://www.linkedin.com/in/kristenkeats/
Owner, Sherwood Tax & Accounting, Founder and Chief Executive Officer at Breakaway Bookkeeping & Advising
Twyla Verhelst, CPA: https://www.linkedin.com/in/twylav/
Head of FreshBooks Accountant Channel & Leader of the Accounting Partner Program | Creator of the Women in Accounting Mentorship Program
Sign up to get free CPE for listening to this podcast:
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Connect with Jeff Thomson, President and CEO @ IMA:
https://www.linkedin.com/in/jeffthomsonima/
Learn more about the Institute of Management Accountants:
https://www.imanet.org/
Connect with Blake Oliver, CPA
Linkedin: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
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