David Leary

David Leary

President and Founder, Sombrero Apps Company

Appears in 477 Episodes

How Much Should A CPA Charge For A Business Tax Return? (with Roger Knecht)

In this episode of the Accounting Podcast, Blake and David talk to CPA Roger Knecht about how much CPAs should charge for business tax returns. They also touch on the ...

The ROI of IRS Audits | FedNow Payment Network Launching in July

In this episode, Blake and David talk about the lack of audits hurting the profession, alternatives to tracking hours, whether to pursue a CPA or EA, and salary advice...

Introducing "The Accounting Podcast" (why we changed our name)

Welcome to the new era of "The Accounting Podcast," formerly known as "The Cloud Accounting Podcast." Why the name change? This show was born out of a passion for tech...

AICPA Engage Recap | Intuit launches GenOS | PwC scandal in Australia

We're back from the AICPA Engage conference sharing takeaways. Also, we're talking about all the latest generative AI developments in accounting, plus the recent PwC s...

Building the Next Superapp with David Barrett, CEO of Expensify

David is a lifelong programmer who founded Expensify in 2008 and built it into the most popular "pre-accounting" platform on the planet. Hear David's vision for the Ne...

IRS Loses $10 Billion In Debt Ceiling Deal & Proof ChatGPT Massively Increases Productivity

Why AICPA's 12-point plan won't solve the CPA crisis; Earnings reports from Intuit, Sage, and Xero; Ramp adds AI features to spend management platform; why grads are d...

The AI Coming to Microsoft Products for Accountants with Ashley Francis, CPA

We're joined by Ashley the CPA (@seattle_tax) to talk about artificial intelligence coming soon to Microsoft products plus all the news you can use at the intersection...

Every Payment Is A Conversation #ExpensiCon

We're back from ExpensiCon in Italy with thoughts on Expensify's future and the future of spend management; a report from Kristen Keats at Accounting Today's Firm Grow...

ChatGPT Was Set Up To Fail The CPA Exam

Accounting Today said ChatGPT failed the CPA Exam — here's why that's misleading; a WSJ reporter clones herself with AI and tricks her bank and family; TurboTax tops t...

AI You Can Use Today In Accounting with Giles Pearson

Matt Rissell of TSheets dead in apparent murder-suicide; a review of the AI features you can use right now in Client Hub, Canopy, Karbon, Financial Cents and... Sturpp...

Earmark Media Presents: Crypto With Accountants

In this episode, Pat White and Rafael Casas interview Mackenzie Patel, CEO of Hash Basis, a crypto-native accounting firm based in San Francisco. Mackenzie shares her ...

Accountant Shortage Causing Negative City Credit Scores (live from Padgett REtreat)

Raising prices is a priority; NASBA extends time to complete CPA exam; Canopy now writes emails with AI; PwC to invest $1 billion in AI; staff not allowed to go to con...

What AI Will Automate In Accounting with Erica Goode, CPA

FTX had 80,000 transactions in Ask My Accountant; the crazy cost accounting behind EY's failed breakup; using ChatGPT for financial statement analysis; what the tech w...

Accounting Fraud Indicator Signals Economic Trouble

The M-Score is warning that the chance of fraud is the highest in over 40 years; Did KPMG fail to issue a critical audit matter for Silicon Valley Bank?; The spreadshe...

Top Five TikTok Tax Myths (Guest: Heidi Henderson)

We’re joined by Heidi Henderson, EVP at Engineered Tax Services, for our weekly roundup of news at the intersection of accounting and technology. Topics include: How t...

Accounting Salaries on the Rise with Adrienne Gonzalez of Going Concern

Using ChatGPT to audit; accounting salaries on the rise; misclassification of expenses at heart of Trump indictment; church sued for forcing employees to tithe; here's...

SC Comptroller Steps Down After $3.5 Billion Error (Guest: Terrell Turner)

This Week's Guest: Terrell Turner, CPA; 85% of MNCPA members working in public accounting support an alternative to 150 hours; The Silicon Valley Bank Balance Sheet Ti...

Broadening Pathways to CPA with MNCPA President Linda Wedul

Join us for an exclusive interview with Linda Wedul from the MNCPA! We'll dive deep into the pressing issues surrounding the 150-hour rule, the talent shortage facing ...

Heat Is On SVB Auditors & Hot Takes From A Tax Lawyer (Guest: Matt Foreman)

Matt Foreman explains what tax lawyers do; KPMG in the spotlight for signing off on SVB's books; digital bank apps benefit from SVB collapse; CLA launches paid high sc...

Two Big AI Developments for Accountants

We're talking about the release of GPT-4 and Microsoft's Copilot built into Office 365. Both will have a huge impact on accountants in the near future. Tune in to lear...

CPA Crisis: NASBA CEO Ken Bishop On The 150-Hour Rule & Accounting Talent Crisis

Join us for a conversation with Ken Bishop, President and CEO of NASBA, as he shares his insights into the shrinking CPA pipeline. We'll be discussing the controversia...

Silicon Valley Bank FAIL With Paul Barnhurst, The FP&A Guy

Guest: Paul Barnhurst, The FP&A Guy; Corporate frauds go undetected; Xero lays off 800; IRS process had a 20X improvement, and more!SponsorsNeed CPE? Subscribe to the ...

Silicon Valley Bank Collapse: Understanding The Impact On Your Firm & Clients

Bank Collapse App Information: https://bankcollapseapp.info/Meet Our Guests:Matthew MayLinkedIn: https://www.linkedin.com/in/thetechcpa/Twitter: @TheTechCpaWebsite: Ac...

Catching Up On AccounTech News

Majority of CAS practices support 3+ general ledgers; KPMG may have turned a blind eye to deforestation; Intuit to replace QuickBooks Desktop POS with Shopify; Startup...

Bridging the Skills Gap for New Accounting Graduates

Guest: Dr. Josh McGowan, CPA from Troy University; Blake calculates the cost of the 150-hour rule; Minnesota says AICPA & NASBA are not the regulators; Accounting depa...

China Tells State Firms To Drop Big Four Auditors

IRS stuck on 1970's technology; Twitter poll says change back to 120 hours; Photos prove accounting thought leaders met; Intuit's 2023 Q2 ResultsSponsorsNeed CPE? Subs...

NASBA Says No Way To Lower 150-Hour Rule

Guest Randy Crabtree of The Unique CPA podcast; the UK has an accountant turnover crisis, too; should accountants unionize? Field service app Jobber raises $100 millio...

AICPA's 8-Point Plan To Fix The Accounting Pipeline Problem

We dissect the AICPA's plan; Short seller Hindenburg Research reports that Adani Group had 23 and 24 year-old auditors sign off on financials. WSJ asks: "How can we ma...

How Intuit is Going to Save Accounting

Guest: Intuit Accountants leader Ted Callahan; The latest on QuickBooks Connect 2023; How to defend against ChatGPT stealing your job; Crypto lender Celsius used Quick...

Remote Work Accountants Are More Billable

Recession needed to increase accounting grads; Amber Setter on improving the CPA pipeline; 2023 tax season officially starts; tech layoffs hit accounting techSponsorsK...

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