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Earmark

Full company profile

uuid004b85j

Namestring
Earmark
Legal namestring
Earmark Inc.
Websiteurl
earmarkcpe.com
Company typeenum
Private
Founded yearint
2022
Descriptiontext

Earmark Inc. is a privately held, bootstrapped continuing-education platform that enables U.S. accounting and tax professionals (CPAs, CMAs, Enrolled Agents) to earn NASBA-approved CPE credits and IRS-approved CE credits by listening to accounting and tax podcasts, watching video content, and attending webinars through its mobile and web applications. The company's core technology consists of a podcast-player mobile application (iOS and Android), a web application at earmark.app, and a content-delivery and quiz-assessment layer that enforces a 70% minimum score for credit issuance, automatically tracks earned credits, and generates downloadable certificates. The platform hosts a library of more than 1,800 courses spanning accounting, tax, technology, fraud detection, personal development, and practice management, supplemented by exclusive podcast channels such as Federal Tax Updates, Oh My Fraud, and the Modern CPA Success Show.

The business operates a freemium product-led growth model with a $0 free tier offering one credit per week with advertising, a $199.99/year individual Unlimited subscription, a $159.99/year per-seat Teams subscription for groups of 5-20, and custom enterprise contracts with private channels and compliance dashboards. Distribution occurs through the Apple App Store, Google Play, the web app, and channel partnerships with professional accounting societies, the first of which (Maryland Society of Accounting and Tax Professionals, MSATP) was announced in July 2023 and offers the Unlimited subscription as a membership benefit. The company also operates a two-sided creator economy: any podcast producer can author and publish CPE courses on Earmark for free, and sponsors can fund CPE-enabled podcast content through the Sponsorship Program. Founded in 2022 by Blake Oliver, a CPA, Earmark is headquartered in the Phoenix/Scottsdale, Arizona area, operates as a remote-first company with approximately 9 employees, and reported more than 10,000 users and 65,000 CPE credits earned as of April 2024.

Short descriptiontext

Earmark Inc. is a podcast-based continuing education platform that enables U.S. CPAs, CMAs, and Enrolled Agents to earn NASBA-approved CPE and IRS-approved CE credits through mobile and web apps. It serves licensed accounting professionals via freemium and subscription tiers, plus a creator/sponsorship ecosystem.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersPhoenix, United States
HQ citystring
Phoenix
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
podcast-based CPE, continuing professional education, NASBA approved CPE, mobile CPE app, accounting professional development
Industry2 codes
1Audio Learning Content (Podcasts, Audiobooks, Listening Programs)
CodeEDAGALAMPrimaryYes
2Enterprise Audio Publishing & Private Podcast Platforms
CodeMPAIADAIPrimaryNo
NAICS code1 code
  • Other Sound Recording Industries512290
SIC code1 code
  • Services-Educational Services8200
Product category
Continuing Professional Education Software
Social media profiles3 records
GTM motion2 records

Each record includes

Type, Description, Source

Revenue model4 records
1Individual Subscription - Unlimited
TypeSubscription Recurring
Description

Premium subscription at $199.99/year providing unlimited CPE access, subscriber-only content, and ad-free experience. Priced per individual.

earmarkcpe.com
2Team Subscription
TypeSubscription Recurring
Description

Team plan at $159.99/year per team member for 5-20 team members, including unlimited CPE access and subscriber-only content. Enterprise unlimited plans available with private channels.

earmarkcpe.com
3Freemium Tier
TypeFreemium
Description

Free tier offering one CPE credit per week with ads and limited access. Used as acquisition channel for premium subscriptions.

earmarkcpe.com
4Sponsored Content / Podcast Sponsorship
TypeAdvertising
Description

Companies can sponsor accounting podcasts on the platform, reaching accountants who want alternative CPE formats. Sponsors can be existing podcast producers or companies creating new educational content.

earmarkcpe.com
Marketing channels6 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels5 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components4 values
Personnel, Technology or R&D, Operations, Marketing or Sales
Pricing details4 tiers
1Free tier with limited access
ModelFreemiumBilling cadenceMonthly
Notes

$0 - One Credit per Week, Ads, Limited Access

earmarkcpe.com
2Premium individual unlimited subscription
ModelSubscriptionBilling cadenceAnnual
Notes

$199.99/yr - Unlimited CPE, Subscriber-Only Content, No Ads. Priced per individual.

earmarkcpe.com
3Team subscription for accounting firms
ModelSubscriptionBilling cadenceAnnual
Notes

$159.99/yr per team member - 5-20 Team Members, Subscriber Only Content. Priced per team member.

earmarkcpe.com
4Custom enterprise plan for large organizations
ModelSubscriptionBilling cadenceMulti-year contract
Notes

Contact Sales for custom pricing - Unlimited Members, Private Channel

earmarkcpe.com
GTM typeB2B and B2C
B2B and B2C
Offering typeSoftware
Software
Core offering1 text field

Earmark operates a mobile and web platform that enables licensed accounting and tax professionals (CPAs, CMAs, Enrolled Agents) to earn NASBA-approved CPE and IRS-approved CE credits by listening to podcast episodes and completing short quizzes. The platform delivers 1,800+ courses across accounting, tax, technology, fraud, and practice management, with automatic credit tracking, downloadable certificates, team compliance dashboards, and an open author platform for content creators.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 2 values shown
  • Members have collectively earned over 10,000 CPE hours with the Earmark CPE mobile app
+1 more record
Product overview1 text field

Earmark is a podcast-based continuing education platform designed for accounting and tax professionals (CPAs, CMAs, Enrolled Agents). The core offering consists of the Earmark CPE Mobile App (iOS and Android) and the Earmark Web App (earmark.app), which deliver over 1,800 CPE courses through podcast audio, video, and live stream content. Users earn credits by listening to podcast episodes and completing short quizzes. The product family includes multiple subscription tiers: a Free tier (one credit/week with ads), an Unlimited Subscription ($199.99/year individual), a Teams Subscription ($159.99/year per member for 5-20 users with compliance dashboard), and Enterprise (custom pricing with private channels). Earmark also operates a Creator Platform enabling authors to publish courses for free and a Sponsorship Program allowing organizations to add CPE capability to their podcast content. The company is registered with NASBA as a CPE sponsor and the IRS as a CE provider.

Product and service3 records
1Earmark CPE Mobile App
CategoryContinuing Professional Education Software
Description

A native mobile application (iOS and Android) that enables licensed accounting and tax professionals to earn NASBA-approved CPE and IRS-approved CE credits by listening to podcast episodes, watching videos, and viewing live streams, then completing short quizzes (70% pass required) for automatic credit tracking and downloadable certificates.

2Earmark Web App
CategoryContinuing Professional Education Software
Description

A web-based platform at earmark.app allowing accounting and tax professionals to access and complete 1,800+ CPE/CE courses directly in their browser, with course embedding support that lets creators host Earmark courses on their own websites.

3Federal Tax Updates Podcast
Scale indicator5 records

Each record includes

Type, Value, Description, Source

Partnership1 partner
Strategic tierFlagshipTypeStrategic or Co-development PartnerAnnounced on2023-07-06
Description

First society partnership announced July 6, 2023. Effective immediately, MSATP members receive an enhanced Unlimited Subscription as a benefit to their membership. The partnership provides MSATP professionals (CPAs, CMAs, EAs) convenient access to satisfy their continuing education needs by listening to podcasts. Members unlock the subscription by registering with their MSATP email. Earmark CEO Blake Oliver called it 'a significant milestone in our mission to provide every accounting and tax professional worldwide with high-quality, cost-effective, and effortless CPE.'

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight6 records

Each record includes

Type, Description

Peers10 records
TypeBroad incumbent
Description

Premium subscription learning platform built on video and audio lessons from experts — comparable business model (annual subscription for unlimited expert-led content) and creator-led content approach.

TypeBroad incumbent
Description

Subscription learning platform for technology and business professionals; comparable technology skills subscription model and creator/instructor-driven content approach.

TypeDirect peer
Description

Established direct CPE provider for CPAs offering self-study courses, webcasts, and live events; competes in the same compliance-driven annual CPE purchasing cycle as Earmark.

TypeBroad incumbent
Description

National professional association with a massive CPE catalog across all major accounting topics; the dominant incumbent in the market Earmark serves and a potential society-partner counterpart to MSATP.

TypeBroad incumbent
Description

Online learning marketplace offering professional credentials and courses from universities and companies; comparable subscription/credentialed learning model with adjacent professional certification offerings.

TypeDirect peer
Description

Direct competitor offering CPE courses for accountants and tax professionals via web-based self-study, live webcasts, and on-demand formats — competing for the same annual CPE budget that Earmark targets.

TypeBroad incumbent
Description

Large-scale professional education provider covering CPA exam prep plus continuing education; overlaps with Earmark's CPE content while operating a far broader curriculum and distribution footprint.

TypeDirect peer
Description

Self-study CPE provider targeting accounting professionals with NASBA-approved courses; competes for the same individual and small-firm subscription dollars Earmark targets.

TypeBroad incumbent
Description

Subscription-based professional learning platform integrated into LinkedIn; competes for the same professional-development wallet share, with a far broader catalog and enterprise sales motion.

TypeOthers
Description

Dominant general-purpose podcast platform; relevant as the underlying distribution surface where accounting podcasts originate, and a potential future competitor if it bundles compliance/learning features.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat5 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers3 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment4 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile4 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
Yes
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Feature5 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles1 record

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
Compliance5 records

Each record includes

Name, Class, Description

Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Earmark

Continuing Professional Education Softwareearmarkcpe.com

Earmark Inc. is a podcast-based continuing education platform that enables U.S. CPAs, CMAs, and Enrolled Agents to earn NASBA-approved CPE and IRS-approved CE credits through mobile and web apps. It serves licensed accounting professionals via freemium and subscription tiers, plus a creator/sponsorship ecosystem.

What Earmark does

Earmark Inc. is a privately held, bootstrapped continuing-education platform that enables U.S. accounting and tax professionals (CPAs, CMAs, Enrolled Agents) to earn NASBA-approved CPE credits and IRS-approved CE credits by listening to accounting and tax podcasts, watching video content, and attending webinars through its mobile and web applications. The company's core technology consists of a podcast-player mobile application (iOS and Android), a web application at earmark.app, and a content-delivery and quiz-assessment layer that enforces a 70% minimum score for credit issuance, automatically tracks earned credits, and generates downloadable certificates. The platform hosts a library of more than 1,800 courses spanning accounting, tax, technology, fraud detection, personal development, and practice management, supplemented by exclusive podcast channels such as Federal Tax Updates, Oh My Fraud, and the Modern CPA Success Show.

The business operates a freemium product-led growth model with a $0 free tier offering one credit per week with advertising, a $199.99/year individual Unlimited subscription, a $159.99/year per-seat Teams subscription for groups of 5-20, and custom enterprise contracts with private channels and compliance dashboards. Distribution occurs through the Apple App Store, Google Play, the web app, and channel partnerships with professional accounting societies, the first of which (Maryland Society of Accounting and Tax Professionals, MSATP) was announced in July 2023 and offers the Unlimited subscription as a membership benefit. The company also operates a two-sided creator economy: any podcast producer can author and publish CPE courses on Earmark for free, and sponsors can fund CPE-enabled podcast content through the Sponsorship Program. Founded in 2022 by Blake Oliver, a CPA, Earmark is headquartered in the Phoenix/Scottsdale, Arizona area, operates as a remote-first company with approximately 9 employees, and reported more than 10,000 users and 65,000 CPE credits earned as of April 2024.

Earmark firmographics

Firmographics
Name
Earmark
Legal name
Earmark Inc.
Website
https://earmarkcpe.com
Company type
Private
Founded year
2022
Operating status
Operating
Headcount range
1–10 employees
Short description
Earmark Inc. is a podcast-based continuing education platform that enables U.S. CPAs, CMAs, and Enrolled Agents to earn NASBA-approved CPE and IRS-approved CE credits through mobile and web apps. It serves licensed accounting professionals via freemium and subscription tiers, plus a creator/sponsorship ecosystem.
Ownership category
akta.pro rank

Earmark industry classification

Industry
Product category
Continuing Professional Education Software
NAICS
Other Sound Recording Industries (512290)
SIC
Services-Educational Services (8200)
akta.pro primary industry
Audio Learning Content (Podcasts, Audiobooks, Listening Programs) (EDAGALAM)
akta.pro secondary industry
Enterprise Audio Publishing & Private Podcast Platforms (MPAIADAI)

Keywords

  • Podcast-based CPE
  • Continuing professional education
  • NASBA approved CPE
  • Mobile CPE app
  • Accounting professional development

Where Earmark is headquartered

Location

Headquarters

HQ city
Phoenix
HQ country
United States
HQ region
North America

Offices1 record

Markets served

Earmark business model

Business model
GTM type
B2B and B2C
Offering type
Software
Cost components
Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

  1. Individual Subscription - Unlimited: Premium subscription at $199.99/year providing unlimited CPE access, subscriber-only content, and ad-free experience. Priced per individual.
  2. Team Subscription: Team plan at $159.99/year per team member for 5-20 team members, including unlimited CPE access and subscriber-only content. Enterprise unlimited plans available with private channels.
  3. Freemium Tier: Free tier offering one CPE credit per week with ads and limited access. Used as acquisition channel for premium subscriptions.
  4. Sponsored Content / Podcast Sponsorship: Companies can sponsor accounting podcasts on the platform, reaching accountants who want alternative CPE formats. Sponsors can be existing podcast producers or companies creating new educational content.

Pricing tiers

ModelBillingPrice
FreemiumMonthlyFree tier with limited access
SubscriptionAnnualPremium individual unlimited subscription
SubscriptionAnnualTeam subscription for accounting firms
SubscriptionMulti-year contractCustom enterprise plan for large organizations

Go-to-market motion2 records

Distribution channels5 records

Marketing channels6 records

Earmark product offering

Product offering

Core offering

Earmark operates a mobile and web platform that enables licensed accounting and tax professionals (CPAs, CMAs, Enrolled Agents) to earn NASBA-approved CPE and IRS-approved CE credits by listening to podcast episodes and completing short quizzes. The platform delivers 1,800+ courses across accounting, tax, technology, fraud, and practice management, with automatic credit tracking, downloadable certificates, team compliance dashboards, and an open author platform for content creators.

Product overview

Earmark is a podcast-based continuing education platform designed for accounting and tax professionals (CPAs, CMAs, Enrolled Agents). The core offering consists of the Earmark CPE Mobile App (iOS and Android) and the Earmark Web App (earmark.app), which deliver over 1,800 CPE courses through podcast audio, video, and live stream content. Users earn credits by listening to podcast episodes and completing short quizzes. The product family includes multiple subscription tiers: a Free tier (one credit/week with ads), an Unlimited Subscription ($199.99/year individual), a Teams Subscription ($159.99/year per member for 5-20 users with compliance dashboard), and Enterprise (custom pricing with private channels). Earmark also operates a Creator Platform enabling authors to publish courses for free and a Sponsorship Program allowing organizations to add CPE capability to their podcast content. The company is registered with NASBA as a CPE sponsor and the IRS as a CE provider.

Differentiator

Problem solved

Functional benefit

Products and services

  • Earmark CPE Mobile App A native mobile application (iOS and Android) that enables licensed accounting and tax professionals to earn NASBA-approved CPE and IRS-approved CE credits by listening to podcast episodes, watching videos, and viewing live streams, then completing short quizzes (70% pass required) for automatic credit tracking and downloadable certificates.
  • Earmark Web App A web-based platform at earmark.app allowing accounting and tax professionals to access and complete 1,800+ CPE/CE courses directly in their browser, with course embedding support that lets creators host Earmark courses on their own websites.
  • Federal Tax Updates Podcast

Quantifiable outcome

  • Members have collectively earned over 10,000 CPE hours with the Earmark CPE mobile app
  • +1 more outcomes

Companies that use Earmark

Customer profile

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Earmark technology and API

Technology

Technology focussed Yes

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Feature5 records

Earmark partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

  • Maryland Society of Accounting and Tax Professionals (MSATP)flagshipStrategic or Co-development Partner · 6 July 2023First society partnership announced July 6, 2023. Effective immediately, MSATP members receive an enhanced Unlimited Subscription as a benefit to their membership. The partnership provides MSATP professionals (CPAs, CMAs, EAs) convenient access to satisfy their continuing education needs by listening to podcasts. Members unlock the subscription by registering with their MSATP email. Earmark CEO Blake Oliver called it 'a significant milestone in our mission to provide every accounting and tax professional worldwide with high-quality, cost-effective, and effortless CPE.'

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Earmark competitors and assessment

Company assessment

Broad incumbents

  • MasterClass: Premium subscription learning platform built on video and audio lessons from experts — comparable business model (annual subscription for unlimited expert-led content) and creator-led content approach.
  • Pluralsight: Subscription learning platform for technology and business professionals; comparable technology skills subscription model and creator/instructor-driven content approach.
  • AICPA: National professional association with a massive CPE catalog across all major accounting topics; the dominant incumbent in the market Earmark serves and a potential society-partner counterpart to MSATP.
  • Coursera: Online learning marketplace offering professional credentials and courses from universities and companies; comparable subscription/credentialed learning model with adjacent professional certification offerings.
  • Becker Professional Education: Large-scale professional education provider covering CPA exam prep plus continuing education; overlaps with Earmark's CPE content while operating a far broader curriculum and distribution footprint.
  • LinkedIn Learning: Subscription-based professional learning platform integrated into LinkedIn; competes for the same professional-development wallet share, with a far broader catalog and enterprise sales motion.

Direct peers

  • Western CPE: Established direct CPE provider for CPAs offering self-study courses, webcasts, and live events; competes in the same compliance-driven annual CPE purchasing cycle as Earmark.
  • Surgent: Direct competitor offering CPE courses for accountants and tax professionals via web-based self-study, live webcasts, and on-demand formats — competing for the same annual CPE budget that Earmark targets.
  • CPE Solutions: Self-study CPE provider targeting accounting professionals with NASBA-approved courses; competes for the same individual and small-firm subscription dollars Earmark targets.

Others

  • Apple Podcasts: Dominant general-purpose podcast platform; relevant as the underlying distribution surface where accounting podcasts originate, and a potential future competitor if it bundles compliance/learning features.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

Earmark social profiles

Digital presence

Earmark compliance and trust

Trust signal

Compliance5 records

Earmark financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Earmark leadership team

Management profile

Number of profiles

Profiles1 record

Earmark funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Earmark M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Earmark

What does Earmark do?

Earmark operates a mobile and web platform that enables licensed accounting and tax professionals (CPAs, CMAs, Enrolled Agents) to earn NASBA-approved CPE and IRS-approved CE credits by listening to podcast episodes and completing short quizzes. The platform delivers 1,800+ courses across accounting, tax, technology, fraud, and practice management, with automatic credit tracking, downloadable certificates, team compliance dashboards, and an open author platform for content creators.

Is Earmark a public or private company?

Earmark is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Earmark founded?

Earmark was founded in 2022. It employs 1 to 10 people.

Where is Earmark based?

Earmark is headquartered in Phoenix, United States, in the North America region.

How does Earmark make money?

Four revenue lines are on record. Individual Subscription - Unlimited is the primary driver. The others are team Subscription, freemium Tier and sponsored Content / Podcast Sponsorship.

Who are Earmark's main competitors?

Broad incumbents on record are MasterClass, Pluralsight, AICPA, Coursera, Becker Professional Education and LinkedIn Learning. Direct peers are Western CPE, Surgent and CPE Solutions. Apple Podcasts is listed as an others.

Does Earmark have an API?

No public API is recorded for Earmark.

What industry is Earmark in?

Earmark's product category is Continuing Professional Education Software. Its primary akta.pro industry code is EDAGALAM, Audio Learning Content (Podcasts, Audiobooks, Listening Programs), with a secondary code of MPAIADAI, Enterprise Audio Publishing & Private Podcast Platforms. Its NAICS code is 512290 and its SIC code is 8200.

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