David Leary
President and Founder, Sombrero Apps Company
Appears in 495 Episodes
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...
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