All Episodes
Displaying 1 - 30 of 610 in total
Grant Thornton to Acquire CBIZ & Trump Puts Immunity Over Blanche
Could Grant Thornton’s $5 billion CBIZ deal create a Big Five? Blake and David unpack the private-equity-backed combination, what it means for accounting firm ownershi...
IRS Chief Spied on Colleagues & Out of Control AI
Could an AI agent decide to hack a system, or cancel your software subscription just to complete its task? Blake and David examine reports of AI agents escaping guardr...
How Sam Leon Uses Claude Cowork to Prep Tax Returns 5x Faster
Can one accountant really do tax prep five times faster with AI? Blake and David talk with Sam Leon, founder of The Millennial CPA, about how he uses Claude projects t...
How Much Will World Cup Players Pay in Taxes & Xero's New AI Agent Builder
What do World Cup taxes, AI-built accounting tools, and remote work have in common? In this episode, Blake and David unpack how tax rules hit global athletes and sport...
Aussies Want to Break up Big Four & Trump Accounts Go Live on the 4th
What if one tax break could give your child a head start or hand them a pile of money at 18? Blake and David unpack the new Trump accounts, who should use them, and wh...
Fake AI Receipt Fraud Soars & Big Firms Losing Power
Are fake AI receipts becoming the next big headache for finance teams? Blake Oliver and David Leary unpack the surge in AI-generated expense fraud, why tax pros are ra...
KPMG Withdraws AI Report Full of "Vibe Citations"
Can AI really clean up messy bookkeeping—and what happens when firms trust it too much? Blake and David break down KPMG’s error-filled AI report, the Pentagon’s new “A...
AICPA Says By 2040 Compliance Will Be Automated
Will AI really automate most accounting work by 2040? Blake and David unpack what they heard at AICPA Engage, from deterministic AI agents and rising accounting enroll...
AI Beats Humans at Bookkeeping & Powers Finance Team of One
Can AI now do bookkeeping better than humans? Blake and David dig into new data showing major AI models outperforming outsourced accountants on basic transaction codin...
What CBIZ Means for PE, Starbucks Kills Off AI Inventory Counting
Is private equity betting on the wrong accounting firms? Blake and David break down CBIZ’s stock slide, why investors may be losing faith in the traditional firm model...
Intuit Stock Gets Hammered & Trump's Wild IRS Settlement
Is AI about to break the billable hour? Blake and David unpack what they heard at a major AI tax summit, where new tools promise to prepare complex returns in minutes ...
Is GAAP Inflating the AI Bubble?
Is AI really the next Google—or are investors repeating the last tech bubble? Blake and David dig into OpenAI’s legal win, the accounting mechanics behind soaring AI v...
SEC Prepares for Semi-Annual Reporting & the True Cost of the Iran War
Could public companies stop reporting every quarter? Blake and David break down the SEC’s push toward optional semiannual reporting, OpenAI’s new consulting arm, and w...
An AI-Powered Firm of One, KPMG Shuts Down Fed Audits
Chapters Show Notes The 2026 Best Accounting Firms for Technologyhttps://www.accountingtoday.com/list/the-2026-best-accounting-firms-for-technology AI Can Boost Prod...
KPMG Lays Off 10% Audit Partners, Best AI Still Fails 1/5 Accounting Tasks
What does it mean when Big Four partners can be demoted—and AI still gets 1 in 5 accounting tasks wrong? Blake and David unpack KPMG’s audit partner cuts, EY and KPMG’...
Firms Need New Metrics, Accountants Worried About Iran
Can the accounting profession grow with fewer people? Blake Oliver and David Leary unpack how AI is reshaping firms, from PwC Australia’s staffing cuts and rising part...
When Tax Day Was Party Night at the Post Office
What happens when AI starts doing the audit work itself? Blake and David dig into KPMG’s prediction that routine audit testing could soon happen with almost no human a...
Perplexity Goes After Tax Prep, IRS Testing Palantir for Audits
What happens when AI starts doing more than answering questions? Blake and David dig into Perplexity’s move into tax prep and bookkeeping, the IRS testing Palantir to ...
Treasury Declares US Insolvent, AI Does Taxes (with Kenji Kuramoto)
Can AI really prepare a tax return without a human touching the keyboard? Blake and David dig into a wave of new accounting tools that promise exactly that, from AI ta...
Fake SOC 2 Reports as a Service & Games for Busy Season
Can AI really handle accounting and tax work—or is it just creating new ways to fake compliance? Blake and David dig into allegations of fraudulent SOC 2 reports, how ...
Baby, Where The Hell Is My Audit?
Will AI actually take accountants’ jobs—or just change what their work looks like? Blake and David unpack the gap between AI hype and reality, from a LinkedIn challeng...
Accounting for the U.S. Iran War
What do tariffs, war, AI agents, and a collapsed accounting startup have in common? This week, Blake and David connect the dots between rising economic pressure and ra...
The AI Agent That Can Do A Partnership Tax Return
Can an AI prep a partnership return on its own? Blake and David dig into Basis’s $100M unicorn claim, Intuit’s OpenAI/Anthropic tie-ups and Claude Cowork, and what it ...
Tariff Refund Opportunity for Accountants & Taxpayers Don't Trust AI
SCOTUS just struck down Trump’s global tariffs—so who gets the $133B back, and how can firms capture advisory fees helping clients claim refunds? Blake and David unpac...
The Best & Worst Firms in Accounting with Dom Piscopo
Which accounting firms really deliver sane hours and happy teams? Dom Piscopo (Big Four Transparency) reveals this year’s best—and worst—by job satisfaction and hours,...
The Most Famous Accountant In The World Is A DJ
What happens when AI starts cutting audit bills? Blake and David unpack KPMG’s push for a 14% fee cut from Grant Thornton, Botkeeper’s shutdown versus Pilot’s “AI acco...
AI Could Displace 50% of Entry-Level White-Collar Jobs
Could AI wipe out half of entry-level accounting roles? Blake and David recount a brazen “courier scam” on David’s porch to unpack how deepfakes and spoofed calls fuel...
Fiscal State of Nation Act & Solving for CPA Mobility with Lindsay Patterson
Are you accidentally breaking CPA rules across state lines? Guest Lindsay Patterson, CPA CIA breaks down the new mobility landscape after alternative licensure paths—a...
The CPA Workload Dilemma: Can We Do Better?
Carla McCall shares insights on the challenges faced by the accounting profession, including workload, work-life balance, and the AICPA's role. She addresses misconcep...
Trust In Accountants At Historic Low, the Fraudster Inside the SBA & IRS
Are we causing our own busy-season chaos? Blake and David break down a simple scheduling system that spreads tax work, trains clients, and slashes extensions. They deb...
