David Leary
President and Founder, Sombrero Apps Company
Appears in 538 Episodes
Remote Work Accountants Are More Billable
Recession needed to increase accounting grads; Amber Setter on improving the CPA pipeline; 2023 tax season officially starts; tech layoffs hit accounting techSponsorsK...
Transform #5: From Cashier to Director of Accounting
At Sage Transform 2022, Blake and David spoke with Lea Briscoe, Director of Accounting at Purple Wave, an online auction site specializing in used construction, farm, ...
Make ChatGPT Fire Clients
An AI chatbot nearly passed an assurance exam in the UK; 'Office Space' movie inspires fraud; how to keep midcareer CPAs happy in your firm; Canadian accountant ordere...
Transform #4: The Multi Dimensions of Vitamin Angels
At Sage Transform 2022, Blake and David spoke with Bonnie Forssell and Jennifer Herbert at Vitamin Angels. They discussed the complexities of running a global not-for-...
David Got Fired By His Tax Preparer
Not enough new jobs allow for remote working; CPA firm revenue growth outpaces staff earnings; Ron Saharyan from Profit First Professionals joins us; David and Blake c...
Transform #3: Accounting For Pest Control with Matthew Woodcock
Matthew Woodcock, CPA is the assistant controller at Sprague Pest Solutions. He joined us at Sage Transform 2022 to chat about how and why Sprague moved to cloud ERP t...
2023 Predictions for the Accounting Profession
How SBF did the FTX fraud; how crypto exchanges exploited CPA firms; how generative AI will transform accounting; a private internet for accountants?; will remote work...
Transform #2: How to Support Black Female Entrepreneurship
Blake and David interviewed Dr. Cameka Smith, founder of The Boss Network at Sage Transform 2022. They discussed the challenges that Black female entrepreneurs face, h...
Transform #1: The Future of Sage with Aaron Harris, Walid Abu-Hadba, and Steve Hare
In this two-part episode, Blake and David interview three Sage leaders live at Sage Transform 2022. In part one, Aaron Harris, Sage Global CTO, and Walid Abu-Hadba, Sa...
Accountants Blamed for Southwest Meltdown
Pilot blames accountants for Southwest Airlines meltdown; AICPA defends the 150-hour rule; Blake's solution to save accounting; SEC "wary" of crypto exploiting account...
Auditing Apathy With Ron Baker
Ron Baker talks useless audits, FTX, crypto "attestations," why accountants are quitting the profession, and his new book, "Time's Up!: The Subscription Business Model...
QuickBooks? They Were On QuickBooks?
FTX was using... QuickBooks?? Binance CEO claims the Big Four don't understand crypto; Armanino and Mazars end crypto practices; Will Evolve Bank & Trust crypto exposu...
Everything To Know From QuickBooks Connect 2022
David and Blake review QuickBooks Connect 2022; PPP startup BlueAcorn approved loans in 30 seconds; Uplinq raises $5.6 million; AICPA offers $1 million in scholarships
Big Four Accounting Zombies
Firm staff of future won't have a degree or have a CPA; KPMG exits #SmallBiz CAS, sells Spark to Decimal; The so-called "Best Tax System on Earth"; Intuit Q1 conferenc...
How Much Do Accounting Firm Partners Make?
CPA Trendlines readers' favorite tax software; only 4% of the US is financially literate, but 22% own Bitcoin; Elizabeth Warren wants FTX answers; Thomson Reuters to a...
SuiteWorld #6: Hostile Takeover Leads to New ERP Rollout
Shana Veale, CPA, VP/CFO of PharmChem, Inc., joined Blake and David at SuiteWorld '22 to discuss career adventures, from her start at Arthur Andersen, mere months befo...
A Ponzi For The People
If the FTX "balance sheet" is a joke, their internal controls are a nightmare; Blake's deep dive into the FTX balance sheet; metaverse accounting firm tied to FTX; AIC...
SuiteWorld #5: Meltdown Free Manufacturing and Distribution
Connor Wray, Co-founder and CFO of JonnyPops, met up with Blake and David at SuiteWorld '22 to discuss what caused JonnyPops to switch from QuickBooks to an ERP with t...
SuiteWorld #4: The Accounting Tech Behind Crumbl Cookies
Michael Card, VP of Finance at Crumbl Cookies, joins Blake and David at SuiteWorld '22 to discuss his journey from outsourced bookkeeper to controller to VP of finance...
TurboTax LIVE for S Corp Pricing Revealed
Joe Woodard on pricing your monthly services; Firms with workflow problems do nothing to fix it; FTX is the latest Crypto Collapse; Xero: New CEO and half-year results...
