David Leary
President and Founder, Sombrero Apps Company
Appears in 476 Episodes
A Sizable Portion of Accountants See No Use Case for AI
Blake and David look at the potential impact of AI on the accounting profession and discuss how AI tools like ChatGPT can boost productivity by automating tasks, impro...
Do Audit Opinions Matter? A Discussion with Professor Ed Ketz
Professor Ed Ketz of Penn State joins the show to discuss audits' current state and future. We delve into the relevance of audits and explore the value of unqualified ...
Banks Will Fail & Listener Mail
Blake and David start with a discussion on Federal Reserve Chairman Jerome Powell's testimony regarding the failure of small and mid-sized banks due to exposure to the...
The Race to Automate Audits
Blake and David meet up with AJ Yawn, partner at Armanino LLP, about Armanino's new tool, Audit Ally, which streamlines and automates SOC 2 audits. They discuss the gr...
IRS Agents Working From Home Can Watch H&R Block Reality TV Show
We're celebrating surpassing 10,000 YouTube subscribers! Thank you! Blake and David look into H&R Block's new reality show about teaching people life skills like doing...
SPAC Attack: Why Withum Got Slapped with a $2M PCAOB Fine
Blake and David meet with Chris Vanover, President of CPAClub, about the recent $2 million PCAOB fine against Withum for poor audit quality on many 2021 SPAC audits. T...
Weighing The Risks and Rewards Of Surge Pricing Tax Returns
Fast food chain Wendy's considers demand pricing – should your firm, too? We discuss the potential for surge pricing tax returns to smooth workload and raise revenue. ...
Trust Me, I'm an AI: Aaron Harris on the Future of Accounting
Aaron Harris joins Blake and David to discuss Sage's new AI offering, Sage Copilot, which brings generative intelligence into Sage Intacct to eliminate routine account...
Lyft's Big Financial Typo
Blake and David discuss the Lyft financial typo that sent its stock price soaring. They also examine how AI-powered help desks and customer service are improving effic...
Why Accountants Quit Public Accounting Firms
Blake and David meet with Geoffrey Brown of the Illinois CPA Society to examine some key findings from ICPAS's recent retention report, including top reasons for turno...
The Biggest Check You Can Write to The IRS
Blake and David break down the IRS's $99 million paper-check limit, how states use tax credits to attract movie productions (sometimes unsuccessfully) and give their t...
From Carpet Cleaner to CPA: An Accounting Student's Journey
Blake and David talk with Chayton Farlee, an accounting student at the University of the Pacific, about his journey into accounting and his thoughts on the profession....
Beware of E-Filing Your Tax Return
Blake and David discuss a wealth of timely topics, including the risks of filing taxes electronically versus by mail, the impact of the 150-hour rule on diversity in t...
Building a Bank for Accountants and Small Businesses
Yoseph West joins Blake and David to examine Relay Financial's background and their ambition to solve banking problems by becoming a bank themselves, designing the ide...
What to Do if You Can't Find an Accountant for Tax Season
CNBC tells taxpayers to seek out EAs if they can't find a CPA, crypto fraud by a pastor who claims God told him to do it, issues with IRS taxpayer notices and filing, ...
Listener Mail: Finding Balance with Tech & CPA Pipeline Problem
This week, Blake and David Leary sort through the mail and respond to a variety of listener emails and voicemails. Amongst the topics covered, they explore working as ...
How To Take The Pain Out Of Busy Season
Blake and David discuss the challenges of busy season and achieving work-life balance as accountants. They also debate the value and investment risks of cryptocurrency...
Pay Transparency Website Levels Playing Field for Accountants
Dominic Piscopo is the founder of Big4Transparency.com, an accounting salary transparency website. Dominic was inspired to start the site based on his experience disco...
Survey Says 80% of CPAs Support Alternatives to 150 Hours
Blake and David mull over the Arizona CPA Society's survey revealing that 80% of Arizona CPAs support 150-hour-rule alternatives. They also examine the UK Post Office ...
AI for Accountants - Exploring Rightworks Spark
Blake and David meet up with TJ Lewis and Aaron Van Ruler from Rightworks about their new AI tool called Spark, built specifically for accountants on top of ChatGPT. T...
How Much Tax Preparers Charge
Blake throws his hat into the ring for President and CEO of NASBA! Hear how he intends to shake things up should he be chosen! Next, Blake and David unpack a survey on...
Turning Staff Into Workaholics Makes Them Way Less Productive
In this 2023 wrap-up, Blake and David discuss an appeals court ruling that audit reports are so generic they are essentially useless to investors. They also explore th...
Accounting Professor Bills Trump $900,000 for Expert Testimony
Just in time for the holidays, Blake and David examine the accounting professor from NYU who charged Trump nearly $900,000 for expert testimony. They also tackle issue...
Building a Firm to the Right Size with Keila Hill-Trawick, CPA
Keila Hill-Trawick joins Blake and David to discuss her philosophy on intentionally building a firm to the "right" size, rather than pursuing endless revenue growth. S...
Solving the CPA Pipeline Problem: An Interview with AICPA's National Pipeline Advisory Group
Lexy Kessler, National Pipeline Advisory Group (NPAG) chair and Sue Coffey, Chief Executive Officer – Public Accounting with AICPA join us for a special bonus episode ...
QuickBooks Desktop Is Dead. Long Live Online!
Blake and David discuss Intuit's announcement that QuickBooks Desktop will no longer be sold as new subscriptions after July 2024. They also talk about the need for ch...
AICPA Blames Boring Accounting Professors for Pipeline Problem
Blake and David discuss updates from the AICPA's Talent Pipeline Committee, including surprises about the high dropout rate of accounting majors in college. They also ...
Listener Mail: Compilations, Talent Crisis, ESOPs, 120 v. 150, TurboTax
Blake and David sort through the listener mailbag to find out what you think! Amongst the letters, we’ve got opinions on accounting without assurance and the industry ...
What's New in QuickBooks from Connect | Firms Turning Away Work Due to Staffing Shortages
We're back from QuickBooks Connect 2023 with announcements, updates, new features, and improvements in QuickBooks Online. Also, EY got fined $3 million for cheating on...
How to Survive Public Accounting and the CPA Exam
CPA Exam prep rockstars Peter Olinto and Roger Philipp join Blake and David to discuss the evolution of the CPA Exam over time, the importance of making studying enter...
