Blake Oliver, CPA
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Blake Oliver, CPA
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Latest episode
Jul 6, 2026
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Episodes
To be, or not to be a CPA firm with Chase Birky of Dark Horse CPAs 29.03.2023 53:25
We’re talking to Chase Birky, CEO and co-founder of Dark Horse CPAs, a non-traditional CPA firm. Learn the advantages and challenges of being a CPA firm, the importance of creating a positive work environment for staff, and the need for the accounting profession to attract and retain more young talent. Tune in to hear insights into alternative paths for CPAs and how the industry can work towards c...
The Chick-fil-A of payroll providers with Tim Petrey of HD Davis CPAs 16.03.2023 52:10
Tim Petrey shares his journey from starting as a receptionist to becoming a partner in his CPA firm and founder of a payroll service. He discusses how his firm, HD Davis CPAs, evolved from a tax business to a full-service advisory firm and how they acquired small practices to grow. Tim also emphasizes the importance of adopting technology to streamline processes. Tune in to hear more about Tim's j...
6,000 clients and $7 million gross revenue in 12 years with Ben Sutton of Mazuma 28.02.2023 59:13
Blake Oliver is joined by Ben Sutton, the founder of Mazuma. Mazuma offers core monthly bookkeeping services, reconciliations, basic financials, and tax returns for a flat fee of $180 per month. Ben believes small businesses need services traditional accounting firms don't provide, and he wanted to give them the support they need. He found it possible to offer bookkeeping services at a low cost, a...
Why diverse accountants quit the profession according to the Illinois CPA Society 15.02.2023 51:01
Half of accountants believe that diversity is important. Half do not. Meanwhile, efforts to increase diversity in accounting firms have had disappointing results. Todd Shapiro and Kari Natale of the Illinois CPA Society join to discuss why and what the profession should do about it. Many thanks to our sponsor, LiveFlow! To learn more about LiveFlow, visit https://earmarkcpe.promo/liveflow Sign up...
How to buy an accounting firm with Michael Ly of Reconciled 31.01.2023 45:16
Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Michael on LinkedIn: https://www.linkedin.com/in/michaelly/ Learn more about Reconciled: https://reconciled.com/ Connect with Blake Oliver, CPA...
How to build a six-figure firm on Instagram with Sandra York 06.01.2023 1:00:16
Thanks to our sponsor, Accountests for making this episode possible! To learn more about Accountests, visit: https://earmarkcpe.promo/accountests Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect wi...
Profitable bookkeeping for under $200 per month with Michael Alliman 13.12.2022 57:45
Many thanks to our sponsor, LiveFlow! To learn more about LiveFlow, visit https://earmarkcpe.promo/liveflow Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Michael Alliman LinkedIn:...
Outsourced controllership with team & technology featuring Félix Latour of Le Contrôleur 06.12.2022 1:02:26
Thank you to our sponsor, ApprovalMax! To learn more about ApprovalMax, visit: https://earmarkcpe.promo/approvalmax Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Felix: LinkedIn: https://ww...
Building an offshore team in the Philippines: From 0 to 15 staff in 4 years with Argel Sabillo 25.11.2022 1:02:29
Many thanks to our sponsor, LiveFlow! To learn more about LiveFlow, visit https://earmarkcpe.promo/liveflow Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Argel Sabillo, CPA Linke...
Why Peloton co-founder Graham Stanton wants you to IPO on QuickBooks 17.11.2022 1:02:43
Thanks to our sponsor, Avise! https://earmarkcpe.promo/avise Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Graham Stanton LinkedIn: https://www.linkedin.com/in/grahamstanton/ Learn more about...
Keep calm & automate your client onboarding with Korey Cournoyer of GrowthLab Financial 07.11.2022 53:39
Many thanks to our sponsor, LiveFlow! To learn more about LiveFlow, visit https://earmarkcpe.promo/liveflow Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Korey Cournoyer LinkedIn: https://www...
Quality Management: The secret to a scalable accounting practice with John Rea and Rachel Fisch 21.10.2022 53:39
Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guests John Rea LinkedIn: https://www.linkedin.com/in/john-rea-04553013/ Twitter : https://mobile.twitter.com/johnrea88 Learn how Scrutinize...
Why is tax software stuck in the stone age? Peter Wen of Tallyfor has the answer 11.10.2022 46:00
Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Peter Wen LinkedIn: https://www.linkedin.com/in/peterwen/ Learn more about Tallyfor http://tallyfor.com Connect with Blake Oliver, CPA LinkedIn:...
If you want to grow, you need a COO according to Rita Keller of Keller Advisors 24.09.2022 1:04:48
This episode is sponsored by Jirav. Learn more at jirav.com/earmark Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Rita LinkedIn: https://www.linkedin.com/in/cpamanagement/ Website: https://ri...
Developing a cutting edge sales tax practice for e-commerce with LedgerGurus 07.09.2022 52:55
Thanks to Our Sponsors! Accountests: https://www.accountests.com/ Dark Horse CPAs: https://abetterway.cpa/ Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guests Brittany Brown: https://w...
Your future may be Your Part-Time Controller — with founder Eric Fraint 30.07.2022 1:03:43
Thanks to our Sponsors: Accountests : https://www.accountests.com/ Dark Horse CPAs: https://abetterway.cpa/ Sign up to get free CPE for listening to this podcast: https://earmarkcpe.com Download the Earmark CPE App: Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with our guest : Eric Fraint - Preside...
Scaling startup finance with David Wieseneck, VP Finance @ Demostack 11.07.2022 50:42
Many thanks to our sponsor, ApprovalMax, for making this episode possible! To learn more about ApprovalMax, please visit their website: https://www.approvalmax.com/ Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmar...
The path towards advisory in tax with Jorge Olavarrieta and Minal Babaria 13.06.2022 48:09
Thanks to our Sponsor! Accountests: https://www.accountests.com/ Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Intuit's The Path to Advisory white paper https://proconnect.intuit.com/taxprocenter/practice...
How to communicate financial information to normal people with Geni Whitehouse 10.05.2022 57:56
Sponsors BooksTime: https://www.bookstime.com/accountants Accountests: https://www.accountests.com/ Use code "Earmark50" to receive 50% off any of their tests Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.a...
Real talk with "The Real Estate CPA," Brandon Hall of Hall CPA PLLC 30.04.2022 58:42
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 https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Brandon Hall Linke...
Who cares about lease accounting? with Issac Heller of Trullion 13.04.2022 1:01:07
Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Isaac Heller LinkedIn: https://www.linkedin.com/in/isaacheller/ Learn more about Trullion https://trullion.com/about-us/ Connect wit...
The Path to Advisory in Client Accounting Services (Part 3 of 3) with Dan Gertrudes of GrowthLab Financial 01.04.2022 51:05
Thank you to our sponsors! Botkeeper Win a free year of Botkeeper services!: https://www.botkeeper.com/win 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: https://earmarkcpe.com Download the Earmark CPE App: Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/sto...
How to save the CPA with Todd Shapiro of the Illinois CPA Society 24.03.2022 23:45
Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Todd Shapiro LinkedIn: https://www.linkedin.com/in/todd-shapiro-536b6b1/ Learn more about the Illinois CPA Society Official website:...
The Path to Advisory in Client Accounting Services (Part 2 of 3) with Dan Gertrudes of GrowthLab Financial 23.03.2022 47:23
Thank you to our sponsors! Botkeeper Win a free year of Botkeeper services!: https://www.botkeeper.com/win 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: https://earmarkcpe.com Download the Earmark CPE App: Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/sto...
The Digital CPA joined High Rock Accounting & hasn’t looked back (Jay Kimelman and Rachel Fisch) 18.03.2022 27:35
Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guests, Jay, and Rachel Jay Kimelman LinkedIn: https://www.linkedin.com/in/jkimelman The Digital CPA Website: https://thedigitalcpa.com/abo...
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