Creators and Guests

Blake Oliver
Host
Blake Oliver
Founder and CEO of Earmark CPE
Appears in 385 episodes
David Leary
Host
David Leary
President and Founder, Sombrero Apps Company
Appears in 382 episodes
Aaron Harris, CTO, Sage
Guest
Aaron Harris, CTO, Sage
Aaron Harris has more than 25 years of high-tech engineering experience in business applications and software development strategies. From Sage Intacct's earliest days, Aaron has led the company's product vision and technology direction. A pioneer in cloud computing, Aaron helped Intacct build the world's first cloud architecture delivering on-demand financial applications. He regularly contributes to the development of best practices for cloud computing, service oriented architecture, platform as a service, and accounting and finance technology standards. As Sage’s Global CTO, Aaron is responsible for Sage’s technology and product vision. Aaron is hands-on leading investments in AI/ML, blockchain, and other emerging technologies to transform the way people think and work. Aaron holds a Master's degree in information systems and a Bachelor of Science in accounting from Brigham Young University.
Appears in 1 episode
Adrienne Gonzalez
Guest
Adrienne Gonzalez
Managing Editor @going_concern | accounting shit | disruptive before it was cool | comment section gatekeeper | 🚲 life | new twitter acct (obvs)
Appears in 1 episode
Akshay Shrimanker, CPA
Guest
Akshay Shrimanker, CPA
CEO/Founder of Shay CPA P.C. CPA, Quickbooks ProAdvisor, Deep expertise in Early Stage Tech Company Accounting, Tax Compliance, and R&D Tax Credits.
Appears in 1 episode
Amanda Aguillard
Guest
Amanda Aguillard
COO at Padgett Business Services
Appears in 1 episode
Amber Setter
Guest
Amber Setter
Chief Enlightenment Officer | Conscious Public Accountants - Amber Setter is the chief enlightenment officer for Conscious Public Accountants, whose mission is to guide accountants back to their wholeness. She is a national expert on building coaching cultures within the accounting profession. Her professional experience includes serving as an internal and external coach, facilitating and coaching within leadership development experiences, and building a nationally recognized learning and development function. She holds a Masters in Leadership Studies from the University of San Diego and a Bachelors in Business Administration, Accounting from San Jose State University. She is a graduate of Accomplishment Coaching — an ICF accredited Coaches Training Program — and also completed their Advanced Leadership Program as a Mentor Coach. She is an inactive CPA and an ICF Professional Certified Coach, and was recognized by CalCPA as a Woman to Watch in the Experienced Leader Category.
Appears in 1 episode
Ben Richmond
Guest
Ben Richmond
Country Manager, United States @Xero
Appears in 1 episode
Bonnie Forssell
Guest
Bonnie Forssell
Bonnie Forssell is the Chief Financial Officer of Vitamin Angels, a public health nonprofit working to improve nutrition and health outcomes in low-resource settings worldwide. As the CFO, her focus is on overseeing the strategic direction of the $100m+ organization, international expansion, and ensuring all funds raised are used as efficiently as possible in order to advance the mission of the organization. Additionally, she leads the Finance, IT, HR, and Legal/Compliance teams at Vitamin Angels. She has a Masters in Accountancy from the University of Missouri – Columbia and is a licensed CPA (inactive).
Appears in 1 episode
Chad Davis
Guest
Chad Davis
Co-founder & Partner at LiveCA LLP
Appears in 1 episode
Chris Vanover
Guest
Chris Vanover
Appears in 1 episode
Connor Wray
Guest
Connor Wray
A passionate and driven individual, Connor is currently serving as the Chief Financial Officer of Jonny Pops, LLC, a business he helped create in 2011. Connor oversees a growing team of individuals producing JonnyPops products, a broadening sales organization, and is responsible for the organization's financial management. Connor graduated from St. Olaf College in 2014 with Distinction in Economics and a Computer Science major.
Appears in 1 episode
Dr. Cameka Smith
Guest
Dr. Cameka Smith
Believer, Investor, Speaker, @Adweek Brand Star & @Forbes Next 1000. Founder of award-winning platform @TheBOSSNetwork 💻@BOSSOnCampus 👩🏾‍🎓#BOSSImpactFund 💰
Appears in 1 episode
Dr. Josh McGowan, CPA
Guest
Dr. Josh McGowan, CPA
I teach accounting to students, investors, and business owners. Feel free to ask me anything accounting! Go Trojans!
Appears in 1 episode
Erica Goode, CPA
Guest
Erica Goode, CPA
Accounting for Coaching & Consulting Companies
Appears in 1 episode
Evan Goldberg, Executive Vice President and Founder, NetSuite
Guest
Evan Goldberg, Executive Vice President and Founder, NetSuite
As the founder and EVP of Oracle NetSuite, I understand that a business starts with an idea, but it succeeds because of the people. At NetSuite, we have grown from a small office above a hair salon into a global organization that now works with more than 32,000 customers in 217 countries and dependent territories.
Appears in 1 episode
Giles Pearson
Guest
Giles Pearson
After 18 years as a private business partner at PwC, I co-founded Accountests after becoming frustrated with the lack of certainty when hiring accountants. Does a potential recruit actually possess the necessary technical accounting skills to perform their role? Too many times when working with clients I saw the costly, time consuming and confidence-eroding impact of that gap between anticipated and actual ability of the accountants and bookkeepers they employed. So, I teamed up with Psychometric testing expert Steve Evans and we went about developing a set of tests to verify technical accounting skill levels for a variety of different roles. To the best of our knowledge, we are the only global provider of aptitude tests made by accounting experts, for accountants. Our customers tell us they love our tests and the cost-effective peace of mind the tests provide. If you want to start making informed accounting and bookkeeping hiring decisions, get in touch with us today.
Appears in 1 episode
Heidi Henderson
Guest
Heidi Henderson
I am a Tax Consultant and Real Estate Investor, and podcast host of Healthy, Wealthy & Wise. I advise clients on the application of Tax Efficiencies relating to their investments both directly and indirectly. My education is in Accounting but my entrepreneurial spirit has led me through many business ventures. But I love finding money for people who didn't know it was there! Cost Segregation, 179D deduction, 45L credits, R&D tax credits, Historical Tax Credits, Conservation Easements, Opportunity Zones, Alternative Investments, and Captive Insurance are a few tools we can help you with. As the Executive Vice President and Board Member of Engineered Tax Services I help plan for growth and operational improvements internally, while working externally with investment minded individuals to optimize their investment. I also teach over 30+ Continuing Education courses annually to CPA's, Design Build Professionals and Real Estate Professionals across the U.S. If synergies are apparent, please send me a connection request and let's see how we can work together.
Appears in 1 episode
Jason Sheehan
Guest
Jason Sheehan
Jason Sheehan CPA, Director of Finance, Griid
Appears in 1 episode
Jeff Phillips
Guest
Jeff Phillips
Chief Executive Officer at Padgett Business Services
Appears in 1 episode
Jennifer Herbert
Guest
Jennifer Herbert
15+ years in all areas of Accounting, including Intercompany, financial reporting, month-end close, fixed assets, Accounts Payable and Receivable and bank reconciliations. Project accounting, prepare personal, partnership and corporate tax returns. Forensic Accounting with strong attention to detail. Hospital accounting, including reporting for Medicare/Medicaid. Prepare yearly budgets.
Appears in 1 episode
Jeremy Wells, PhD, CPA, EA
Guest
Jeremy Wells, PhD, CPA, EA
💼 Helping independent knowledge workers build sellable businesses 🎙 Host JWellsCFO Show 🎙 Co-host @CPAAdvisoryShow 👨‍👩‍👧 Husband & father 💬 DMs open
Appears in 1 episode
Joe Woodard
Guest
Joe Woodard
Host - "Scaling New Heights Conference." CEO of Woodard, providing education, coaching, resources and professional communities for accountants and bookkeepers.
Appears in 1 episode
Linda Wedul, CAE
Guest
Linda Wedul, CAE
President at Minnesota Society of CPAs
Appears in 1 episode
Matt Foreman
Guest
Matt Foreman
Tax lawyer and sports fan
Appears in 1 episode
person
Guest
Matthew May
Accounting translator for entrepreneurs
Appears in 1 episode
Matthew Woodcock
Guest
Matthew Woodcock
Accounting Manager at Sprague Pest Solutions
Appears in 1 episode
Michael Card
Guest
Michael Card
Excellence and innovation in one of the oldest professions in the world. I strive to do my work in the best way I know how; doing things right the first time, every time. I know how to work hard and find solutions to the many unique problems that arise when growing a business. I use the framework that accurate, integral accounting and finance practices provides to inform decisions and take action to ensure lasting, meaningful growth.
Appears in 1 episode
Miguel Otchere-Marshall
Guest
Miguel Otchere-Marshall
An entrepreneur that specializes in small business financial management. Running a business has always been a passion of mine. I took the time to learn the ins and outs of exactly what it takes to take a business to the next level. Building scalable financial systems is the most important component of sustaining a profitable business.
Appears in 1 episode
Mike Moïse
Guest
Mike Moïse
Servant • Haitian • Finance advisory to tech + biopharma CFOs • #SVBWarRoom/#SVBDebrief 🎙 @weleadwithvalue | Own Views.
Appears in 1 episode
Patrick White
Guest
Patrick White
SF Software Entrepreneur, CEO @BitwavePlatform (Crypto Accounting) Angel investor, bitcoin fan. Former @Synata, @Cisco, @Microsoft
Appears in 1 episode
Paul Barnhurst
Guest
Paul Barnhurst
I am a total finance and Excel Nerd.
Appears in 1 episode
Rafael Casas
Guest
Rafael Casas
Vice President at @BitwavePlatform 🌊 | Member of @WallStreetBTC | @Oracle, @Netsuite, @SageGroupPLC alum
Appears in 1 episode
Randy Crabtree, CPA
Guest
Randy Crabtree, CPA
Dad, Husband, CPA, Host of The Unique CPA Podcast, Speaker, Writer, Craft Beer Enthusiast, Stroke Survivor.
Appears in 1 episode
Reynaldo E. Arellano CPA PFS CGMA
Guest
Reynaldo E. Arellano CPA PFS CGMA
Reynaldo Arellano is a Certified Public Accountant (CPA) with professional designations as a Personal Financial Specialist (PFS) and Certified Global Management Accounant (CGMA). In addition to providing traditional CPA services such as bookkeeping, accounting, and taxes (planning, compliance, and representation) his Firm also offers tactical CFO services and strategic business advisory services. Mr. Arellano started in the financial profession as a Big 8 auditor, then an accounting software consultant, then a Controller eventually becoming a CFO, and held NASD and life insurance licenses (presently inactive). Mr. Arellano has consistently proven to have the highest levels of integrity, intelligence and innovation. He has held numerous managerial (C-suite) and leadership (board of directors) positions within corporations and non-profit organizations.
Appears in 1 episode
Ron Baker
Guest
Ron Baker
Quest: To bury the billable hour and timesheets. Founder of VeraSage Institute. Radio Talk-Show Host, The Soul of Enterprise, on @VoiceAmericaTRN
Appears in 1 episode
Ron Saharyan
Guest
Ron Saharyan
I believe you should have a business that supports you…not the other way around.
Appears in 1 episode
Steve Hare
Guest
Steve Hare
CEO @Sagegroupplc - passionate about supporting people that make organisations thrive #saas #customers #colleagues #innovation Volunteer @CVYP0 @SageFoundation
Appears in 1 episode
Ted Callahan
Guest
Ted Callahan
Dir of Accountant Strategy and Partnership at Intuit. Former: seed-stage VC founder, prof. svcs, non-profit leader. Wannabe guitarist.
Appears in 1 episode
Terrell Turner
Guest
Terrell Turner
After years of helping fortune 500 companies and PE backed firms grow, we decided to share all of our insights through multiple shows and our online university.
Appears in 1 episode
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