Best CPA Practice Advisor Podcasts (2025)

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Authenticity and Scaling a CAS Firm | Tailor Hartman on Leaders of the Ledger 24:43

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1d ago24:43

24:43

Rob Brown sits down with Tailor Hartman, founder of Celerity, to unpack his journey from burnout and rigid corporate structures to becoming one of the most authentic voices in accounting. Tailor shares how he built a thriving CAS firm, why vulnerability online works, and what accountants must do to stay relevant in an AI-driven world. Tailor opens …

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Intuit's $100m/yr OpenAI Deal & How Tech Companies Juice Profits 1:00:43

4d ago1:00:43

1:00:43

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 $10…

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The Future of Advisory: Unlocking Your Firm’s CFO Potential (from The Earmark Podcast) 28:22

5d ago28:22

28:22

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 r…

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Leading with Empathy: Building Teams That Thrive (from The Earmark Podcast) 32:07

7d ago32:07

32:07

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 fr…

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The Future of Accounting Leadership: Next-Gen Perspectives | Lexi Weber on Leaders of the Ledger 29:21

8d ago29:21

29:21

Lexi Weber, Senior Manager of Emerging Professionals Initiatives at AICPA and CIMA, joins Rob Brown for a powerful conversation about the future of the accounting profession. As one of the profession's rising voices and influencers, Lexi brings a unique perspective on what's working, what's broken, and what needs to change as accounting undergoes i…

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Banking on Change: How Renegade Firms Redefine Success (from The Earmark Podcast) 33:40

12d ago33:40

33:40

Earmark Media Presents a bonus episode of Earmark Podcast: Live from Austin on the Advisory Amplified tour, Blake sits down with Madeline Reeves of Fearless Foundry and Wesley McDonald of Relay to explore what it truly means to be a renegade in accounting: firms that lead clients to somewhere new rather than settle for "the way things have always b…

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091: Estate Planning Essentials: How Trusts & Gifting Protect Your Legacy with Attorney David Chaves 42:59

13d ago42:59

42:59

For many families, estate planning creates a feeling of anxiety, which is a big reason why they put it off for another day. From probate costs to nursing home spend-downs, failing to plan can leave loved ones vulnerable to unnecessary taxes, legal fees, and stress. In this episode, SHP's Laura Russo is joined by returning guest Attorney David Chave…

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Unlocking Capacity: The Workflow Revolution (from The Earmark Podcast) 31:28

14d ago31:28

31:28

Earmark Media Presents a bonus episode of Earmark Podcast: Blake sits down with Mary Delaney, CEO of Karbon, and Kenji Kuramoto, co-founder of Acuity, to explore how standardizing workflows can unlock growth without sacrificing the artistry of advisory work. They discuss Karbon's acquisition of Aider, the power of time studies to identify automatio…

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NASBA Enters the Chat on PE in Accounting & Intuit to Open Retail Stores 1:04:41

15d ago1:04:41

1:04:41

Is private equity eroding the soul of the accounting profession? Blake and David unpack NASBA’s PE task force, the BDO–First Brands meltdown, and why ‘appearance of independence’ matters. They also break down the end of IRS Direct File, Intuit’s TurboTax stores, the Supreme Court’s skepticism of Trump tariffs, and a new IRS notices law. Plus: AI ag…

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Building Influence in Accounting: AI, Personal Brand & Entrepreneurial Growth | John Malone on Leaders of the Ledger 25:55

15d ago25:55

25:55

In this episode of Leaders of the Ledger, host Rob Brown sits down with John Malone—an attorney-turned-accounting firm owner who’s redefining what it means to lead in the modern accounting world. John shares how he built a $4M firm without being a CPA, why personal branding is no longer optional, and how embracing AI is transforming how firms serve…

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Pricing For Profit: Unlocking Your Firm’s True Value (from The Earmark Podcast) 27:19

19d ago27:19

27:19

Earmark Media Presents a bonus episode of Earmark Podcast: Most accounting firms are dramatically underpricing their services, but the fear of losing clients keeps them stuck. Marie Greene and Ryan Embry join Blake for a live conversation in LA about spotting underpricing, having the repricing conversation, and why your worst clients are often the …

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Intuit Connect 2025: What's New With QuickBooks 58:39

20d ago58:39

58:39

Alicia Katz Pollock joins the show fresh from Intuit Connect with detailed notes on everything announced for QuickBooks Online and the accounting profession. The discussion covers Intuit's consolidation strategy to reduce reliance on third-party apps, the new tiered pricing structure for the Intuit Accountant Suite launching in 2026, and how AI age…

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Burning It Down To Build Better: How Community Is Key To Battling Burnout (from The Earmark Podcast) 31:17

21d ago31:17

31:17

Earmark Media Presents a bonus episode of Earmark Podcast: Recorded live in Seattle at the first stop of the Advisory Amplified tour, Blake sits down with Madeline Reeves (Fearless Foundry) and Lynette O'Connell (Burnout Bestie) to discuss the hard truths about burnout in accounting. Madeline shares how losing half her agency's revenue in 30 days f…

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The New Age CPA: AI, Influence & Entrepreneurship | Zach Gordon on Leaders of the Ledger 21:54

22d ago21:54

21:54

In this episode of Leaders of the Ledger, host Rob Brown sits down with Zach Gordon—CPA, entrepreneur, and thought leader reshaping what it means to lead in accounting. Zach shares his unconventional journey through big firms, startups, and now running his own practice—all while helping modernize the profession’s reputation. From AI and automation …

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BDO vs Going Concern, Trump's $3 Trillion Tariff Tax & Film Accountant's $2M Fraud 52:02

26d ago52:02

52:02

Blake and David cover BDO's legal threat against Going Concern over independence questions, Crowe hiring an investment bank to explore private equity options, and Trump pardoning Binance founder after the crypto venture made his family richer than their entire property portfolio. Plus, tariffs create a paperwork nightmare for small businesses, acco…

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090: Going Beyond the Portfolio: Transitioning Into Retirement with Confidence with Kyle Britton 26:20

27d ago26:20

26:20

For most of your life, retirement planning has likely centered around saving and building wealth. But what happens when the paychecks stop and it's time to start replacing your income withdrawing from your retirement savings and investments? In this episode, SHP Financial Co-Founder Derek Gregoire is joined by Kyle Britton, Lead Advisor at SHP Fina…

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The Future CPA: A Global Journey to Influence and Impact | Victor Garrido on Leaders of the Ledger 17:17

28d ago17:17

17:17

In this episode of Leaders of the Ledger, host Rob Brown sits down with Victor Garrido, Managing Member of GG CPA Services and a passionate advocate for the accounting profession's evolution. Victor's story takes us from Madrid to Milan to New York, where he built a career spanning Big Four experience and small-business leadership. Today, he's not …

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Ep 37: Ready, Set, Meet: Preparing Your Firm for Post–Tax Season 23:39

1M ago23:39

23:39

The October 15 tax deadline is behind you — but what now? After months of nonstop work, long nights, and extension filings, many CPA firm leaders finally exhale… only to face the real question: Now that the rush is over, is your firm actually ready for what comes next? In this episode of Everything CPA & Private Equity, Philip Whitman, CPA, David W…

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Trump to Target IRS at Left-Leaning Groups & NASBA Needs An Audit 1:24:51

1M ago1:24:51

1:24:51

What if a “stable” coin wasn’t? Blake and David unpack Paxos’s accidental minting of $300 trillion in PayPal USD—and what it reveals about stablecoin “pegs.” They also dig into proposals to weaponize IRS Criminal Investigations, NASBA’s flawed CPA exam data, and small-business headaches from forced AI rollouts in QuickBooks. Plus: Ripple’s treasury…

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From Receptionist to CEO: Redefining Accounting Leadership | Tim Petrey on Leaders of the Ledger 19:38

1M ago19:38

19:38

In this episode of Leaders of the Ledger, host Rob Brown sits down with Tim Petrey, CEO of HD Davis CPAs and one of the founding partners at Ascend, a private equity–backed platform transforming regional accounting firms across the U.S. Tim’s journey from answering phones at a small firm to leading an $8 million practice is nothing short of inspiri…

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Deloitte Caught Making AI Workslop, IRS Shutdown Continues 1:04:09

1M ago1:04:09

1:04:09

Could an AI catch what auditors and a CFO missed? This week, Blake and David unpack how a founder used Claude to scan QuickBooks and uncover a $2.1M embezzlement in 18 minutes. They also tackle Deloitte’s AI ‘workslop’ refund, shutdown-driven IRS and air travel woes, the IRS’s new “CEO” and crypto ties, OpenAI’s personal finance play, EY’s audit re…

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Breaking Stereotypes: Building Influence in Accounting | Tim O'Neill on Leaders of the Ledger 28:07

1M ago28:07

28:07

In this episode of Leaders of the Ledger, we sit down with Tim O’Neill, a senior manager at Whitley LLP, to discuss how young professionals can make a big impact in accounting. Tim shares his journey from starting in a big CPA firm to becoming a thought leader in the profession, breaking stereotypes, and inspiring the next generation of CPAs. Topic…

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Matt's Markets on the Move Q3: October 2025 36:16

2M ago36:16

36:16

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Ep 36: Private Equity Meets Niche Expertise: Opportunities for Specialty Practices 17:40

2M ago17:40

17:40

What happens when private equity meets the most specialized corners of the CPA world—valuation, forensics, litigation, and advisory? A whole new set of opportunities emerges. In this episode of Everything CPA & Private Equity, hosts Phil Whitman and David Wolfskehl unpack how niche-focused firms are finding their place in today’s PE-driven market—a…

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The New Wave of Accounting: Why Gen Z Is Reshaping the Profession | Rachel Farris on Leaders of the Ledger 21:13

2M ago21:13

21:13

In this episode of Leaders of the Ledger, we dive into the changing landscape of the accounting profession with Rachel Farris, a young and dynamic CPA from San Francisco. With Gen Z and millennials bringing a fresh perspective, accounting is no longer the old, traditional career it used to be. From the rise of remote work to embracing cutting-edge …

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089: The Future of Fannie Mae and Freddie Mac and What Privatization Could Mean for Homebuyers with Nathan Hartseil 25:07

2M ago25:07

25:07

The housing market has undergone significant changes in recent years, leaving many homeowners and prospective buyers feeling uncertain about its future direction. Interest rates have risen from historic lows, making affordability a pressing issue, and discussions about the possible privatization of Fannie Mae and Freddie Mac are sparking new concer…