Listener Mail: Finding Balance with Tech & CPA Pipeline Problem

This week, Blake and David Leary sort through the mail and respond to a variety of listener emails and voicemails. Amongst the topics covered, they explore working as a TurboTax preparer to barriers faced by career-changers entering public accounting. They go on to debate the root causes behind accounting's heavy workloads and offer perspectives on how licensing rules and firm profitability shape experiences.

  • (00:04) - Welcome to the show and some personal updates from David and Blake
  • (07:38) - A TurboTax expert tells us why she loves her job
  • (16:26) - Tyler writes in about the pipeline problem
  • (23:42) - Looking at other career certification requirements as inspiration for CPA change
  • (27:47) - CPA mobility and reciprocity
  • (37:32) - Bank statements are the norm for getting any loan in Puerto Rico
  • (39:37) - The CPA profession is the transmission of a car
  • (44:37) - Accountant's starting salaries are the biggest pipeline problem
  • (53:39) - Blake checks in with the live chat
  • (57:26) - Creating a "paralegal" type license in the accounting field
  • (58:59) - Ways to mitigate busy season
  • (01:02:17) - Wrap up and remember to send us your thoughts and stories

Show Notes
Coming soon!

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Creators and Guests

David Leary
David Leary
President and Founder, Sombrero Apps Company
Listener Mail: Finding Balance with Tech & CPA Pipeline Problem
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