David Leary
President and Founder, Sombrero Apps Company
Appears in 487 Episodes
ASC 606 is wreaking rev rec in biotech. Here's how one tech-savvy accountant aims to fix it.
Paul Giese is an accounting manager in the biotechnology industry and the founder of intheBlk software, a collection of web-based tools for biotech accountants. Pau...
How blockchain will change accounting with Dr. Sean Stein Smith
Dr. Sean Stein Smith, DBA, CPA, is an Assistant Professor at Lehman College in New York. He is a member of the 2017 AICPA Leadership Academy and was named a "40 Under ...
Two future career paths for accountants, how billable hours drive away Millennials, and more
Levi Morehouse of Ceterus outlines how technology is shaping two future career paths for accountants; Jeff Bezos shares how he structures his day to be most effective;...
Sage Group ousts CEO Stephen Kelly amid faltering cloud transformation
David is back from his well-deserved vacation and ready to discuss with Blake Sage’s sudden move to oust Stephen Kelly as chief executive. Chairman Donald Brydon repor...
Heather Smith on going from management accounting to cloud accounting, to one million views on YouTube
Heather Smith is a chartered accountant, business and technology writer, author of eight books (including Xero for Dummies). Her educational YouTube channel has been v...
Are accounting firm partners just franchisees? Also, how Square could make cryptocurrency go mainstream
CPA Practice Advisor has announced their annual “40 Under 40” in the accounting profession for 2018. Congrats to our friend and interview victim Dr. Sean Stein Smith f...
Guy Pearson of Practice Ignition on building an accounting firm from scratch that could scale up without him
Guy Pearson, founder of Practice Ignition, turned down an offer of partnership in an accounting firm at age 24 to travel around the world for a year. After running out...
Intuit’s CEO steps down, Sage downgraded by Deutsche Bank, Thomson Reuters shows up to the dance, and Xero’s big mistake
David shares the big news that Brad Smith is stepping down from the CEO role at Intuit after 11 years guiding the transformation of Intuit from a U.S.-centric desktop-...
Excel's got a new World Champion and how CAS can cause lots of liability
Blake and David chat about three things this week: 1) A 15-year-old is the new Microsoft Excel world champion, 2) How businesses are failing to help employees keep up-...
Jamie Shulman on Xero acquiring Hubdoc and the generational accounting shift
Jamie Shulman, Co-Founder, Co-CEO at Hubdoc, joins the podcast to talk about Xero's acquisition of Hubdoc, how that came about, what it means for non-Xero users, and w...
Geni Whitehouse on niching for the wine industry & building confidence as a public speaker
Geni Whitehouse shares how her CPA firm carved out a niche serving the wine industry — not just with marketing mumbo jumbo but with a proprietary industry scorecard th...
Gusto raises $140M, Xero acquires Hubdoc, why the IRS should allow taxpayers to use U2F keys, and the open office under attack
The Government Accountability Office (GAO) has recommended the use of phishing-proof FIDO security keys to prevent tax scams. Also this week: payroll and HR provider G...
All the ways the cloud can fail you: NetSuite goes down, why you need multifactor authentication, ComplyRight breached, and YouTube bans Hector Garcia
Blake shares his thoughts on the first year of the Accounting & Finance Show LA under new management, then David & Blake discuss the latest accounting news, including:...
Ed Kless on thriving as a business iconoclast, his Libertarian politics, and the lie of timesheets
Ed Kless joins the podcast to talk about how he's managed to thrive as a "business iconoclast" in a corporate environment, why he is a Libertarian, why timesheets are ...
Intuit sells its data center, Xero selects Gusto for U.S. payroll, & Certify acquires Abacus
The Today Show asks "What is 'The Cloud?'", Intuit sells its data center and plans to move everything to Amazon Web Services, Xero dumps its own U.S. payroll product i...
Matt Paff on how Xero & Intuit are coming for the mid-market and that the future of accounting technology is platforms
Matt Paff joins the podcast to discuss what he means by his article "Hey Mid-Market, Xero and Intuit are coming!" on Digital First. We learn about the vary definitions...
Midmarket vendors: Watch your back! Also, how labor costs will skyrocket over the next decade, and Bill.com goes global
David & Blake discuss Matt Paff's article, "Hey Mid-Market, Xero and Intuit are coming!" a study predicting that highly skilled labor costs will skyrocket over the nex...
The new 1040, California does its own GDPR, and better education for accountants
Donny Shimamoto joins the podcast to chat about the IRS's new "postcard sized" 1040 form, the potential consequences of California's new privacy law for businesses, an...
Online sales tax SCOTUS ruling ramifications for accountants & business owners
Mike Fleming, CEO of Sales Tax and More, joins Blake & David on the podcast to discuss in detail the ramifications of the U.S. Supreme Court decision allowing states t...
Supreme Court sales tax ruling is a windfall for Avalara
Blake and David discuss the implications of Thursday's Supreme Court ruling that states can require out of state retailers to collect taxes on sales to residents, even...
Cloud accounting survey results, IRS budgets upgrades, & lawyers dropping the billable hour
David reports on IRS plans to spend $291 million on technology upgrades and why some lawyers are dropping the billable hour. Blake shares takeaways from FloQast's 2018...
Cloud M&A, get paid to move to Vermont to work remotely, & app updates galore
David shares some exciting news that the firm that bought Blake's cloud bookkeeping startup (HPC) is itself getting acquired — by a Top 100 CPA firm (Aprio). HPC is a ...
Time bandits, Slack actions, Intuit grows, and more
David shares how time tracking software has entered the world of "wage theft" lawsuits, Blake is impressed by Slack's new and improved third-party integrations, then w...
AutoEntry and the importance of document processing granularity
Brendan Woods, Founder and CEO at AutoEntry, joins the podcast to chat about his OCR and document processing solution for accountants and bookkeepers. AutoEntry is hea...
KPMG teams up with Microsoft to sell ERP software & PayPal buys iZettle
Blake is skeptical about KPMG Australia's move to get into the ERP developer game with Microsoft, and David shares PayPal's acquisition of iZettle and what that means ...
The Net Worth Episode: Warren Buffet's GAAP Troubles & Building Wealth by Owning a Business
It's the second episode of the podcast 2.0 with my new co-host, David Leary! We chat about Warren Buffet's "Accounting Nightmare." New accounting rules changes for ...
Ancient IRS Computer Systems, How to Get Hacked as a CPA, & News from SuiteWorld 2018
David Leary joins the podcast for the first time as my new co-host. We discuss the IRS' ancient computer systems that caused the crash on tax day, a case study of a CP...
How mAccounting is turning accounting from a necessary evil to a strategic advantage
Tom Gabbert joins the podcast to talk about the "m" in mAccounting (it stands for "mobile"), why he's looking to hire "people people" (not just number crunchers), his ...
Sage Intacct connects and automates the accounting profession
Chris Rose, VP of Business Development at Sage Intacct, joins the podcast to talk about why organizations need to move to the cloud for their ERP, the value of cloud A...
Big Four blockchain, AI, and RPA
Dr. Sean Stein Smith, DBA and CPA, joins the Cloud Accounting Podcast to discuss five of the top accounting articles from the past few weeks, including stories about P...
