David Leary
President and Founder, Sombrero Apps Company
Appears in 487 Episodes
#Xerocon San Diego: Ben Richmond, VP of Business Growth at Xero
Ben Richmond joins Blake and David to talk advisory, compliance, and innovation in this interview recorded live at Xerocon in San Diego in June 2019.
Why Amazon — and accounting firms — have no choice but to retrain their workers
This week, Blake and David explore how the forces of low unemployment, outsourcing, and automation work to balance each other out in a time of rapid change. Amazon, a ...
SNH19: Jina Etienne, CPA, CGMA, takes a holistic approach to diversity
David sits down at Scaling New Heights with Jina Etienne, CPA, CGMA, and Director of Diversity & Inclusion at Grant Thornton LLP. In her role, Jina is responsible for ...
California requires bot disclosure, texting clients after hours, Walmart lays off hundreds of accountants, and more
Blake and David discuss the latest cloud accounting news, including a California law that means chatbots have to disclose they’re not human, a survey showing that 73% ...
AICPA ENGAGE: Jason Deshayes, Accounting Advisory leader at Elliott Davis
Jason joins Blake at AICPA ENGAGE in Las Vegas to chat about niching in the dental industry (and now craft beer industry), whether or not it's possible to train accoun...
AICPA ENGAGE: Liz Mason, Byron Patrick, & Rachel Fisch
Blake sits down with Rachel, Byron, and Liz to discuss the top threats facing the accounting profession, the best opportunities for CPAs as robots take over lower leve...
SNH19: Desktop Accounting Podcast
David snagged an exclusive interview with Lori and Ollie, the co-hosts of the Desktop Accounting Podcast, the #1 podcast in the world for accountants and bookkeepers w...
Accounting Salon Interviews: Nayo Carter-Gray of 1st Step Accounting
A lover of all things technology, Nayo lives by the motto “Dance like no one is watching”. This EA, MBA, mother, wife, and proud dog owner is a resident of Baltimore,...
Your Post-Spring Conference Season News Roundup
Blake and David get caught up on all the news that slipped by during AICPA Engage, Scaling New Heights and Xerocon, plus David's got some new intel on QuickBooks Live....
#Xerocon: Tony Ward, President of the Americas at Xero
Tony Ward, just one month into his new gig running Xero for the United States and Canada, drops by the mobile podcast recording studio for an interview at Xerocon in S...
SNH19: Rich Preece of Intuit talks QuickBooks Live and how customer demand is driving industry transformation
David caught up at the Scaling New Heights conference in Salt Lake City with Rich Preece, Senior VP and US Country GM for Intuit QuickBooks. Rich talks about the genes...
#Xerocon San Diego: Xero and Stripe Join Forces
Blake and David are reunited again in San Diego at the end of Day 1 of Xerocon! David wonders if accountants and bookkeepers are getting fed up with "fetching," and Bl...
SNH19: Right Networks Challenges QuickBooks Online
David is on the ground in Salt Lake City reporting from the Scaling New Heights conference. He's got the highlights from the QuickBooks Online keynote, as well as a ne...
Is the CPA Worth it in 2019, 2020, 2021…? Also, H&R Block Acquires Wave and Xero Appoints Jamie McDonald to Lead Accounting & Global Services
Blake is back from the annual AICPA Engage conference with lots of questions about the future value of the CPA. Meanwhile, H&R Block announced that they are acquiring ...
Interview and Demo of CORE with BQE Software CEO Shafat Qazi on Facebook Live
This episode is sponsored by BQE Software and was recorded via Facebook Live on June 14th. David and Blake interview BQE Founder and CEO Shafat Qazi, who then gives us...
AICPA ENGAGE: Megan Lewczyk, CPA & Ryan Lazanis, CPA, CA
At the annual ENGAGE conference in Las Vegas, Blake, Megan, and Ryan discuss the value of the CPA license in a rapidly shifting professional landscape, H&R Block's acq...
Accounting Salon Interviews: Clint Bowers of Smart Business Concepts
In this interview recorded in May 2019 in New Orleans, Blake and David chat with Clint Bowers, CPA and founder of Smart Business Concepts (https://www.smartconcepts.co...
It’s a Bot! Live Interview and Demo of Gappify Alan with Founder & CEO Jotham Ty
This bonus episode features an interview and demo with Jotham Ty, founder and CEO of Gappify (https://www.gappify.com/), which builds "Bots for Accountants, By Account...
Another AI Startup Aims to Eliminate Accountants
Georges raises $11.2 million to automate accounting, Canopy releases tax prep software, IRS to stop faxing, Free File stripped from IRS bill, continuous testing is in ...
Accounting Salon Interviews: Amanda Aguillard of Elefant Training
David and Blake catch up with Amanda Aguillard, founder of the Accounting Salon, a different sort of accounting-focused gathering in its second year in New Orleans. Am...
QuickBooks Live Could be a Top 100 Firm by 2020, Fake Bots from Google, Roger Raises $7.35M to Automate Accounting with AI, and Why the NSA Might be to Blame for the CCH Malware Attack
Blake crunches the numbers and figures that if Intuit meets its publicly stated goals, QuickBooks Live will likely be a $60 million per year accounting firm by 2020, (...
Accounting Salon Interviews: Kenji Kuramoto of Acuity
David and Blake catch up with Kenji Kuramoto, CPA, at the 2019 Accounting Salon in New Orleans. Kenji shares how his Atlanta-based firm Acuity is taking the reverse tr...
Over 6 Million Small Businesses Using Cloud Accounting: QuickBooks and Xero Numbers Compared
We dig into the latest Intuit and Xero earnings reports to figure out who is winning the battle to conquer the world of small business cloud accounting. Also, one cont...
Intuit Grows More Defensive, CCH Gets an IRS Extension, QuickBooks Live Quintuples, and Xero Has a New Americas President
This week, ProPublica got its hands on an internal video from Intuit CEO Sasan Goodarzi to his 9,000 employees defending the company's actions before and after the Fre...
Wolters Kluwer Cloud Tax Products Go Down for Almost a Week After Malware Attack
This past week, Wolters Kluwer's CCH tax software division suffered a malware attack. In response, the company took offline a number of CCH products for 3 to 4 days, c...
How Intuit and H&R Block May Have Tricked Low-Income Americans into Paying to File Their Taxes
We go in-depth on ProPublica's IRS Free File investigation that has implicated H&R Block and Intuit in misleading schemes to push taxpayers who could have gotten their...
Is Intuit marketing QuickBooks with Live Bookkeeping to clients of ProAdvisors?
David found some more Visor reviews (they aren’t so great); how personalized service is one way traditional accounting firms can compete against these new “accounting ...
Visor fails, Pilot raises, and the arrogance of the tech industry in accounting
Rachel Fisch joins the podcast as our special guest! We discuss David’s investigation of Visor, which did NOT have a great busy season. In other news, Zoom is about to...
Congress to ban IRS from creating online tax filing software, more CPA firms allowing work from home, update on QuickBooks Online Advanced, and how to brainwash your staff with an app
The house passed a bill permanently banning the IRS from creating its own free online tax preparation software; as cashless stores grow, so does the backlash; at least...
The top benefit employees want is unlimited PTO (but most CPA firms don’t offer it), how you can evolve to compete with platforms, and California spent $1B on accounting software that doesn't work
Intuit is hiring in West Virginia; a new study says the top benefit employees want is unlimited paid time off, but not many CPA firms offer it; what accountants and bo...
