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Earmark

@EarmarkCPE

Earn #CPE anytime, anywhere. Download our free app from the App Store and Google Play. Created by @BlakeTOliver. New free courses every week!

 United States
earmarkcpe.com
Joined January 2021
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  • Followers1.2K
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New Webinar: Building Blended Staffing Models for Modern Accounting Firms December 1, 2026 10:00 AM PT 📆 RSVP HERE: streamyard.com/watch/9jjQUwb…
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CPAs, EAs, CMAs: Is your GL keeping up? Seattle Panel: The Ledger is Changing. Are You? Learn when to adopt new software and how AI impacts junior staff. With Brittany Malidore & Sarah Prevost. Enroll now: earmark.app/c/3811 #CPE
Seattle Panel Discussion: The Ledger is Changing. Are You?

Seattle Panel Discussion: The Ledger is Changing. Are You?

*Purchase Required This course presents a panel on the shortcomings of current general ledger software and what accountants want from the next generation. Panelists cover app and subscription...

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📧 "Why did I hire this person just to send me a templated email?" AI makes fast replies easy, but generic ones can quietly erode client trust. Here's what personal service looks like now: earmarkcpe.com/how-do-accoun…
How Do Accounting Firms Stay Valuable When Everyone Has the Same AI Tools? - Earmark CPE

How Do Accounting Firms Stay Valuable When Everyone Has the Same AI Tools? - Earmark CPE

If polished output becomes as easy to produce as heating up dinner, what will clients still pay your accounting firm for? David Leary calls this AI’s “microwave moment.” Anyone can get useful results...

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Tax pros: ready to shift from filing to year-round advising? Nashville Panel Discussion: From Filing To Advising: Tax’s Next Chapter. Spot bad AI/forum advice and use tiered service to manage capacity. Enroll now: earmark.app/c/3809 #CPE
Nashville Panel Discussion: From Filing To Advising: Tax’s Next Chapter

Nashville Panel Discussion: From Filing To Advising: Tax’s Next Chapter

*Purchase Required This course presents a panel of firm owners on moving from tax compliance toward year-round advisory work. Panelists explain how clients perceive the value of a return versus...

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Small firm owners: ready to scale your advisory bench? Build Your Band shows how to hire global teams, use numeric scorecards, and onboard with weekly yes/no checks. Instructors: Isaac Smith, Eric Scott. Enroll now: earmark.app/c/3810 #CPE
Build Your Band

Build Your Band

* Purchase Required This course examines how accounting firms can build capacity for advisory work through global teams and a structured hiring process. Panelists discuss where bottlenecks begin,...

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Firm owners & CPAs: move from doer to advisor with AI, Plugged In. Classify tasks for automation and use client triggers for proactive outreach. With Ryan Donato. Enroll now: earmark.app/c/3802 #CPE 🚀
AI, Plugged In

AI, Plugged In

* Purchase Required This course shows accounting professionals how to use AI agents to shift their time from manual work to review and advisory work. Part one covers how agents differ from chat, how...

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New Webinar: Lead AI Transformation in Accounting Advisory with Practical Insights November 20, 2026 at 12:00 pm PST 📆 RSVP HERE: streamyard.com/watch/GASnqam…
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Bookkeepers and advisory leads: turn client cash flow emergencies into paid, recurring advisory. In “Turn Up the Value,” learn pull vs. inertia and the IKEA effect to win team buy-in. With Valerie Heckman. Enroll today: earmark.app/c/3803 #CPE
Turn Up the Value

Turn Up the Value

* Purchase Required Clients ignore advice they're handed, and teams resist changes they didn't help build. This course gives accountants two frameworks for getting people to adopt a better way of...

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NEW WEBINAR: Evaluate Your Firm's Capacity and Staffing Readiness Before Busy Season November 12, 2026 10:00 AM PT 📆 RSVP HERE: streamyard.com/watch/vJykVsV…
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🔍 Tips catch 43% of fraud. External auditors catch just 2%. The ACFE's latest report shows how fraud really gets found, and how much of it is plain luck. earmarkcpe.com/why-do-nearly…
Why Do Nearly Half of Occupational Fraud Cases Never Reach Law Enforcement? - Earmark CPE

Why Do Nearly Half of Occupational Fraud Cases Never Reach Law Enforcement? - Earmark CPE

Caleb Newquist opens this episode with a confession. He spent about four hours online researching whether a raccoon could beat a goose in a fight. His verdict is the raccoon would probably win,...

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Accounting firm owners and partners: ready to grow without burnout? “Scale with Purpose” shows how to measure true team capacity with MELT and boost revenue devoted hours to free time for advisory work. Enroll now: earmark.app/c/3801 #CPE 📈
Scale with Purpose - The Service Entrepreneur's Guide to Intentional Growth

Scale with Purpose - The Service Entrepreneur's Guide to Intentional Growth

This course explains how service firms can plan intentional growth by measuring true team capacity. It covers scaling plateaus, team size ratios and organizational strata, the capacity exchange...

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📝 What if AI didn't calculate your trial balance, but built the process that does? In a live demo, it produced an SOP, a work paper and a workflow where the same inputs give the same outputs every time: earmarkcpe.com/how-to-use-ai…
How to Use AI in the Month-End Close Without Losing Your Audit Trail - Earmark CPE

How to Use AI in the Month-End Close Without Losing Your Audit Trail - Earmark CPE

“It’s rare these days for an AI company to actually want to demo the product,” Blake Oliver, CPA, said at the start of this Earmark Expo. “Maybe it’s because there is not that much there in a lot of...

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Firm leaders: Make AI your strategic edge. “AI to Amplify the Human” shows 4 questions to test any AI decision and how to deliver personalized insights from organized client data. Enroll today. earmark.app/c/3807 #CPE
AI to Amplify the Human

AI to Amplify the Human

*Purchase Required This course teaches accounting leaders how to use AI to make their firms more essential to clients rather than simply faster. Drawing on Karbon's survey of 350 small to medium...

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💸 "That dollar is costing me my peace." Some clients drain you even when they pay above your rate. One firm owner explains why not every dollar costs the same, and when it's time to let a client go: earmarkcpe.com/the-real-limi…
The real limits on your accounting firm have nothing to do with client count - Earmark CPE

The real limits on your accounting firm have nothing to do with client count - Earmark CPE

In 2020, Marilyn Melendez’s father got sick. Her mother, whom Marilyn calls “the end all and be all for the firm,” stepped away to care for him. Within one month, four of the firm’s 20 employees left...

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Scaling fast? Nail your finance stack. “First Principles Finance” covers AI-driven vendor evals and the right moment to move from QuickBooks to an ERP. With Will Liu & Brian Weisberg. Enroll now: earmark.app/c/3777 #CPE
First Principles Finance: What Fast-Scaling Teams Get Right (and Wrong) About Their Stack

First Principles Finance: What Fast-Scaling Teams Get Right (and Wrong) About Their Stack

This course examines how fast-scaling finance teams choose, build, and replace their tech stacks. Panelists explain how to judge what level of accuracy is good enough, when to delay moving from...

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ntrollers & CFOs: ready to rethink your close? The RECONing, Part 1 unpacks the AI-native ERP—zero-day close, audit-logged agents, and human-reviewed accruals/collections. Instructor: Nicolas Kopp (Rillet). Enroll now: earmark.app/c/3781 #CPE 🤖
The RECONing, Part 1: Rillet Sets the Record Straight on the AI-Native ERP

The RECONing, Part 1: Rillet Sets the Record Straight on the AI-Native ERP

This course examines what an AI-native ERP is and how it differs from a general ledger or traditional ERP, covering context ingestion, the zero-day close, agentic workflows such as accruals and...

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Controllers and finance leaders: Is your “AI-native” stack hype or help? Take “The RECONing, Part 3” to learn AI guardrails for finance and why “AI” alone isn’t a reason to replace your ERP. Speaker: Ranga Bodla. Enroll now: earmark.app/c/3783 #CPE
The RECONing, Part 3: NetSuite Sets the Record Straight on Who's Actually AI-Native

The RECONing, Part 3: NetSuite Sets the Record Straight on Who's Actually AI-Native

This course differentiates a general ledger from an ERP system, explains why traceability matters, and discusses the role of AI in financial governance. It covers warning signs that teams are...

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Accountants: make AI your co-pilot. “The RECONing, Part 2” unpacks AI-native ERP vs legacy (like NetSuite), how to automate accruals/matching/close, and which tasks still need human judgment. Enroll today: earmark.app/c/3782 #CPE 📈
The RECONing, Part 2: Campfire Sets the Record Straight on the AI-Native ERP

The RECONing, Part 2: Campfire Sets the Record Straight on the AI-Native ERP

This course features Campfire CEO John Glasgow in conversation with Jason Berwanger, CEO at HubiFi, about the differences between AI-native ERPs, general ledger systems, and legacy systems like...

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📊 Your calendar is a portfolio. You can rebuild an empty bank account, but you can't get time back. Find out how to review your commitments like an investor and cut the losers: earmarkcpe.com/what-is-every…
What is every ‘yes’ on your calendar really costing you? - Earmark CPE

What is every ‘yes’ on your calendar really costing you? - Earmark CPE

For years, Marit Burmood, CPA, EA, worked toward a seat on the advisory board for a tax group she taught. Only the most knowledgeable people sat on it. When the invitation finally came, “I knew in my...

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Build firm value without burnout. Right-Sized for Success shows how to thrive small or prep for sale—learn the deal terms that drive offers and the simplest way to raise valuation. With Keila Hill-Trawick, CPA, and Charles Bedard. Enroll: earmark.app/c/3740 #CPE
9 of 10: Right-Sized for Success

9 of 10: Right-Sized for Success

Not every accounting firm needs to chase growth to succeed—or sell for top dollar by working harder. This course covers two paths to building firm value: intentionally capping firm size to protect...

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