David Leary
President and Founder, Sombrero Apps Company
Appears in 477 Episodes
Transform #5: From Cashier to Director of Accounting
At Sage Transform 2022, Blake and David spoke with Lea Briscoe, Director of Accounting at Purple Wave, an online auction site specializing in used construction, farm, ...
Make ChatGPT Fire Clients
An AI chatbot nearly passed an assurance exam in the UK; 'Office Space' movie inspires fraud; how to keep midcareer CPAs happy in your firm; Canadian accountant ordere...
Transform #4: The Multi Dimensions of Vitamin Angels
At Sage Transform 2022, Blake and David spoke with Bonnie Forssell and Jennifer Herbert at Vitamin Angels. They discussed the complexities of running a global not-for-...
David Got Fired By His Tax Preparer
Not enough new jobs allow for remote working; CPA firm revenue growth outpaces staff earnings; Ron Saharyan from Profit First Professionals joins us; David and Blake c...
Transform #3: Accounting For Pest Control with Matthew Woodcock
Matthew Woodcock, CPA is the assistant controller at Sprague Pest Solutions. He joined us at Sage Transform 2022 to chat about how and why Sprague moved to cloud ERP t...
2023 Predictions for the Accounting Profession
How SBF did the FTX fraud; how crypto exchanges exploited CPA firms; how generative AI will transform accounting; a private internet for accountants?; will remote work...
Transform #2: How to Support Black Female Entrepreneurship
Blake and David interviewed Dr. Cameka Smith, founder of The Boss Network at Sage Transform 2022. They discussed the challenges that Black female entrepreneurs face, h...
Transform #1: The Future of Sage with Aaron Harris, Walid Abu-Hadba, and Steve Hare
In this two-part episode, Blake and David interview three Sage leaders live at Sage Transform 2022. In part one, Aaron Harris, Sage Global CTO, and Walid Abu-Hadba, Sa...
Accountants Blamed for Southwest Meltdown
Pilot blames accountants for Southwest Airlines meltdown; AICPA defends the 150-hour rule; Blake's solution to save accounting; SEC "wary" of crypto exploiting account...
Auditing Apathy With Ron Baker
Ron Baker talks useless audits, FTX, crypto "attestations," why accountants are quitting the profession, and his new book, "Time's Up!: The Subscription Business Model...
QuickBooks? They Were On QuickBooks?
FTX was using... QuickBooks?? Binance CEO claims the Big Four don't understand crypto; Armanino and Mazars end crypto practices; Will Evolve Bank & Trust crypto exposu...
Everything To Know From QuickBooks Connect 2022
David and Blake review QuickBooks Connect 2022; PPP startup BlueAcorn approved loans in 30 seconds; Uplinq raises $5.6 million; AICPA offers $1 million in scholarships
Big Four Accounting Zombies
Firm staff of future won't have a degree or have a CPA; KPMG exits #SmallBiz CAS, sells Spark to Decimal; The so-called "Best Tax System on Earth"; Intuit Q1 conferenc...
How Much Do Accounting Firm Partners Make?
CPA Trendlines readers' favorite tax software; only 4% of the US is financially literate, but 22% own Bitcoin; Elizabeth Warren wants FTX answers; Thomson Reuters to a...
SuiteWorld #6: Hostile Takeover Leads to New ERP Rollout
Shana Veale, CPA, VP/CFO of PharmChem, Inc., joined Blake and David at SuiteWorld '22 to discuss career adventures, from her start at Arthur Andersen, mere months befo...
A Ponzi For The People
If the FTX "balance sheet" is a joke, their internal controls are a nightmare; Blake's deep dive into the FTX balance sheet; metaverse accounting firm tied to FTX; AIC...
SuiteWorld #5: Meltdown Free Manufacturing and Distribution
Connor Wray, Co-founder and CFO of JonnyPops, met up with Blake and David at SuiteWorld '22 to discuss what caused JonnyPops to switch from QuickBooks to an ERP with t...
SuiteWorld #4: The Accounting Tech Behind Crumbl Cookies
Michael Card, VP of Finance at Crumbl Cookies, joins Blake and David at SuiteWorld '22 to discuss his journey from outsourced bookkeeper to controller to VP of finance...
TurboTax LIVE for S Corp Pricing Revealed
Joe Woodard on pricing your monthly services; Firms with workflow problems do nothing to fix it; FTX is the latest Crypto Collapse; Xero: New CEO and half-year results...
SuiteWorld #3: The Debits and Credits of Crypto
Patrick White, CEO and co-founder of Bitwave, joins Blake and David at SuiteWorld '22 to discuss the what, why, and how of crypto accounting, wandering down into the d...
The 150 Hour Problem
Accountant shortage could threaten capitalism; IRS needs to hire a new commissioner, quickly; Is Bill trying to be QuickBooks? —and— Your next firm location could be i...
SuiteWorld #2: Accounting for Bitcoin, ESG, and SPACs with Jason Sheehan, CPA
Jason Sheehan, CPA, is the Director of Finance PM at Griid, which procures low-cost, carbon-free energy to build, manage, and operate a growing portfolio of vertically...
Podcasting From The Pumpkin Patch
Jeremy Wells joins us to explain #PumpkinGate; Are CPAs who advise against Cost Segregation Lazy?; Wolters Kluwer goes straight to metaverse; The FedNow Payment Networ...
SuiteWorld #1: The Suiteness of Integrated Financials with Evan Goldberg
Evan Goldberg, Executive Vice President and Founder, NetSuite joined David and Blake, at SuiteWorld 2022, to share his excitement about some of NetSuite's newest featu...
The 40-Hour Workweek
Survey finds that clients are more responsive than your own co-workers; why accounting firm partners need to be role models for their staff when it comes to work-life ...
Xerocon #3: Turning "You Have No Experience" Into A Thriving Firm
At Xerocon 2022 in New Orleans, David and Blake meet up with Miguel Otchere-Marshall, Founder and CEO of Nelopy, and learn how he went from being told, "You have no ex...
Xerocon #2: How Xero Is Making The United States A Priority
Ben Richmond, Xero's Country Manager US, joins David and Blake at Xerocon 2022 in New Orleans to explain Xero's multi-pronged approach (building, partnerships, and acq...
Intacct News From Sage Transform
We're back from the Sage Transform conference sharing everything you need to know about what's new with Sage Intacct.
Xerocon #1 : No Office, No Code, No Problem
Chad Davis, CPA, CMA, co-founder and partner of LiveCA joins us for a live interview at #Xerocon New Orleans. He describes the joys of RV living, what it's like to hav...
DIY Your S Corp Return With TurboTax
All the news you need to know from Intuit's Investor Day, including the decline of QuickBooks Desktop, the rise of Online (everything) and how TurboTax will soon suppo...
