David Leary
President and Founder, Sombrero Apps Company
Appears in 566 Episodes
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...
#AccountexUSA: Getting to know the Latino market
Blake and David sat down with Jose Zavala and Tony Martinez at Accountex USA in Boston this past summer to learn about the quickly expanding Latinx market for accounti...
