David Leary
President and Founder, Sombrero Apps Company
Appears in 487 Episodes
Visa acquires Plaid & Intuit makes ChronoBooks exclusive to QBO Advanced
Grab a snack, there's a lot to talk about in this episode! We talk about Visa's acquisition of Plaid, how Intuit has made ChronoBooks exclusive to QuickBooks Online Ad...
It's tax season! (and the best time to steal your competitors' clients)
It's Tax Season! In this episode, we talk about how much tax cheaters really cost everyone else, some IRS Free File updates, dealing with 1099s and how tax season mig...
The best and worst 2020 predictions (and some of our own)
It's January and you know what that means... Everyone is making predictions! We cover the best and worst predictions for the profession, and make some of our own. In t...
How California's new privacy and contractor laws could affect you
We dive deep into two laws that took effect January 1: 1) California's Consumer Privacy Act and 2) AB-5, which reclassifies many independent contractors as employees. ...
Reflecting on a Decade of Cloud Accounting
We look back from the end of 2019 all the way to 2009 β a decade in which technology changed our lives and the accounting profession. Listen for what worked, as well a...
Should you buy Bill.com stock?
In this episode, we cover a lot of accounting ground, including some reasons for and against investing in Bill.com now that it's public on the New York Stock Exchange...
CPA licensure evolves at an evolutionary pace
Blake is back from the AICPA's Digital CPA Conference with news about the new proposed CPA licensure model announced at the conference. Meanwhile, David's got an updat...
The Coaches π Live at QuickBooks Connect
What better place than QuickBooks Connect 2019 to bring together three accounting coaching phenoms? We're joined by Michael Palmer, CEO of Pure Bookkeeping, Heather To...
The Legends π Live at QuickBooks Connect
At QuickBooks Connect 2019, we got the chance to bring together three legends of the QuickBooks world. Michelle Long, owner of Long for Success, LLC, Clayton Oates, Fo...
Value pricing panel becomes value pricing consultation π Live at QuickBooks Connect
At QuickBooks Connect 2019, we originally planned a discussion with three thought leaders on the topic of value pricing, including Rhondalynn Korolak, author of the re...
Next Level Women Leaders π Live at QuickBooks Connect
Three of the four women behind Next Level Women Leaders take a seat at our table during this year's QuickBooks Connect. Co-founders Laura Tully, Nancy Buffington, and...
We interview a real-life QuickBooks Live bookkeeper π Live at QuickBooks Connect
Claudell was nowhere to be found at QuickBooks Connect 2019, but we discovered a real-life QuickBooks Live bookkeeper - Pam Bingham EA, founder of PB Tax and Accountin...
The year ahead for accounting & why remote work works
We made the Accounting Today Top 100 Most Influential list! Also, we talk about some of the key takeaways from the Accounting Today annual firm survey, how Sage is att...
What's new for QBOA and ProAdvisors π Live at QuickBooks Connect
We spoke with Ariege Misherghi, Intuit's Global Accountant Segment Leader, at QuickBooks Connect 2019 about what's happening with QBOA, and ProAdvisors, including new ...
Latest on QuickBooks Live Bookkeeping π Live at QuickBooks Connect
During our visit to QuickBooks Connect 2019, we got the chance to sit down with Ted Callahan, Director of QuickBooks Live Offering for Intuit and talk about the latest...
The Canadians! π Live at QuickBooks Connect
Good day, eh? At QuickBooks Connect 2019, we got the chance to connect with our northern neighbors, Intuit's Scott Zandbergen, and Cheryl Monmohan, and CA Brad Celmain...
HIPAA, privacy, and accountants π Live at Sage Intacct Advantage
Our great time at Sage Intacct Advantage 2019 continues, as we take some time to talk with Mariana Antcheva, VP Legal for Sage Intacct. We dive into all things HIPAA, ...
Why ethics and culture matter π Live at Sage Intacct Advantage
While at Sage Intacct Advantage 2019, we had the privilege of speaking with Kelly Richmond Pope, Ph.D, CPA about the importance of ethics and culture in accounting, an...
Is the billable hour making a comeback?
Blake and David dig into the news over Thanksgiving weekend, including how Gusto and Zenefits have abruptly ended key integrations, what accounting firms can learn fro...
Let's talk subscription revenue models π Live at Sage Intacct Advantage
During Sage Intacct Advantage 2019, we took some time to speak with David Appel, Head of Software and Saas Vertical at Sage Intacct about how maximizing value creation...
Career path: CPA β‘ CFO β‘ CEO π Live at Sage Intacct Advantage
At Sage Intacct Advantage 2019, we had the privilege of speaking with Laura Wiler, Vice President, Finance and Business Operations at Sage Intacct, about her career tr...
Family offices: How the ultra-wealthy manage their money π Live at Sage Intacct Advantage
How do the ultra-ultra-ultra-ULTRA-wealthy manage all that money? Some utilize what is known as a family office. We sat down with Angelo Robles, Founder and CEO of Fam...
Is bookkeeping a $10 billion market opportunity? Intuit thinks so
All the news that's fit to account for, including: Bill.com files for $100M IPO; Sage releases their full year 2019 results; Intuit releases Q1 earnings; Bench partner...
Eliminating the financial close with AI π Live at Sage Intacct Advantage
"AI changes everything" β that was one of the themes of the Sage Intacct Advantage conference this fall. To discuss what that means for the Intacct product, we're join...
How DonorsChoose scaled to $100M+ on cloud ERP π Live at Sage Intacct Advantage
Not-for-profits aren't always thought of as the most innovative companies, but the accounting team at DonorsChoose shatters that stereotype. Learn how they've grown to...
What is mid-market and why should accountants care? π Live at Sage Intacct Advantage 2019
Founded in 1999, Sage Intacct was one of the earliest cloud accounting applications on the market β and now one of the most successful. That's why David and Blake were...
Intuit acquires ChronoBooks & news from Xerocon London
David and Blake are back from weeks on the road and ready to dig into the news, including: Intuit has acquired ChronoBooks to bundle with QBO Advanced; Xero released t...
A rundown of QuickBooks Online news from #QBConnect
We're recording at QuickBooks Connect 2019 in San Jose with David DiNardo, owner of ENVOLTA Inc (one of the fastest-growing cloud accounting firms in Canada), and Vale...
Getting to know Acuity LIVE from AcuityCon in Atlanta
When Kenji Kuramoto and Matthew May founded Acuity, an innovative, cloud-based financial services firm, could they have possibly imagined that they would someday be ho...
#AccountexUSA: Meet Cash Flow Mike
Mike Milan AKA "Cash Flow Mike" is one of the highest-rated instructors at the nationβs most prestigious banking schools on the topic of financial management for small...
