David Leary
President and Founder, Sombrero Apps Company
Appears in 563 Episodes
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...
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...
Instead of Armed IRS Agents We Got Armed ICE Agents
Raids replaced audits, and guns replaced spreadsheets. Blake and David connect the dots from Minnesota's sprawling public-assistance fraud to a decade of IRS budget cu...
Can AI Replace “Thought Leaders”? A 2026 Reality Check
Think AI will free you from ‘mundane bookkeeping’ so you can do advisory? Blake and David say it’s the opposite. Hear how owners already use AI as a de facto CFO, why ...
$95 Million Missing—and Still a Clean Audit?
How does $95 million go missing at a bank—and still get a clean audit? Blake and David unpack the Evolve Bank/Synapse meltdown, what auditors missed, and how SOC repor...
What Tax Pros Charge & the PE "Dumpster Fire"
Is private equity turning firms into a 'dumpster fire'? Blake and David unpack Accounting Today's survey showing partners are upbeat while staff are sour on PE. They h...
The CPA Who Controls Epstein's Fortune
Chapters Show NotesThe CPA and the Lawyer Who Served Jeffrey Epstein—and Control His Fortune and Secrets https://www.wsj.com/articles/the-cpa-and-the-lawyer-who-served...
The IRS Agents Who Will Watch OnlyFans At Work
Will IRS agents have to watch OnlyFans to police the new “no tax on tips” deduction? Blake and David unpack the wild twist: a study showing that women-led audit teams ...
Trump's Department of Education Says Accountants Aren't Professionals
Are accountants no longer “professionals”? We unpack the DOE proposal that could slash grad loan limits—and what AICPA/NASBA plans to do about it. Plus: Deloitte’s AI-...
What Americans Are Most Afraid of Discussing at Thanksgiving
Do money talks make your family squirm more than politics? In this Thanksgiving mailbag, Blake and David dig into a Bankrate survey on taboo money chats, the grim 2026...
Intuit's $100m/yr OpenAI Deal & How Tech Companies Juice Profits
Blake breaks down how AI can help with cost segregation and explains why AI currently works best on tasks that take humans 2-5 minutes. Michael Burry is betting agains...
The Future of Advisory: Unlocking Your Firm’s CFO Potential (from The Earmark Podcast)
Earmark Media Presents a bonus episode of Earmark Podcast:Live from Boston on the final stop of the Advisory Amplified tour, Blake sits down with James Erving from Fat...
Leading with Empathy: Building Teams That Thrive (from The Earmark Podcast)
Earmark Media Presents a bonus episode of Earmark Podcast:On the fifth stop of the Advisory Amplified tour in Atlanta, Blake sits down with Lisa Gilreath of Acuity and...
Banking on Change: How Renegade Firms Redefine Success (from The Earmark Podcast)
Earmark Media Presents a bonus episode of Earmark Podcast:Live from Austin on the Advisory Amplified tour, Blake sits down with Madeline Reeves of Fearless Foundry and...
Unlocking Capacity: The Workflow Revolution (from The Earmark Podcast)
Earmark Media Presents a bonus episode of Earmark Podcast:Blake sits down with Mary Delaney, CEO of Karbon, and Kenji Kuramoto, co-founder of Acuity, to explore how st...
