David Leary
President and Founder, Sombrero Apps Company
Appears in 478 Episodes
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...
Scaling New Heights #3: Protecting Your Clients' Data
Jamie Beresford from Practice Protect and Andrew Lassise from Tech 4 Accountants join David and Blake at Scaling New Heights 2022 to talk about the many facets of cybe...
Scaling New Heights #2: How Trapped Accounting Data Affects Bookkeeping
Live from Scaling New Heights 2022, Blake and David talk with Jason Richelson, small business owner, engineer, and bookkeeper, who has developed an expertise in accoun...
Investors Demand Revamp of GAAP
Recap of the NetSuite's #SuiteWorld conference; Investors criticize GAAP as outdated; auditors who don't do their jobs; Work for PwC to get your 150-hour requirement; ...
Scaling New Heights #1: Finanzas, Innovación, y Tecnología with Vanessa Vasquez
Vanessa Vasquez joined us at #SNH22 to discuss all the great things the Hispanic accounting and bookkeeping community is up to, including Conferencia F.I.T., a 100% Sp...
Tax Fraud as a Service
Poor audits cause political instability; What apps a new accountant should learn first; Trump sued for inflating asset valuations; Crypto and pandemic relief fraud
Quiet Quitting Your Accounting Job
Quiet Quitters make up half the U.S. workforce; remote workers waste more than an hour a day on "productivity theater"; Patagonia founder escapes hundreds of millions ...
Why Accountants Lose Money
EY leaders green light split plan; Bed Bath & Beyond CFO was super stressed before suicide; PwC partners work longer hours than staff; Accountants lose money when they...
Bad Bookkeeping
Crypto.com mistakenly sends customer $7.2 million; the consequences drunken Big Four work events; Intuit releases automated tax advisory app; as prices rise, CFO's tur...
Student Loan Forgiveness Versus PPP Forgiveness
Why the White House is comparing PPP and student loan forgiveness; updates from Xerocon New Orleans; what public accounting can learn Disney's new pricing magic; forme...
Trump CFO Pleads Guilty to Tax Fraud
Deloitte roasted on TikTok; Trump's CFO pleads guilty to tax fraud; Yellen sets priorities for IRS to spend $80 billion; Sage acquires Lockstep; Voyager customers plea...
What Is A Fair IRS Audit Rate?
The IRS is getting $80 billion in the Inflation Reduction Act. Who will they use that money to audit? And what should the audit rate be, anyway?
Broken CPA Supply Chain
75% of CPAs are ready to retire but we aren't making nearly enough to replace them. Plus, how the Inflation Reduction Act could change the nature of the Financial Acco...
Join Us In Italy!*
Billy DeClercq, Esq, the host of Laying Down the Law Podcast joins David and Blake to make sense of the #ExpensiCon invite that was sent out and more.
Accountants Voted Best Kissers
A UK survey says accountants are the best kissers (and lawyers are among the worst); how ESG impact will (or won't) be measured; FASB scraps goodwill accounting projec...
So Much Fraud
Senator Warren wants IRS to build online tax prep; Alliantgroup antics date back over a decade; Crypto lender Celsius has its "desk broken"; Chasing ESG scores may be ...
More Money for AI Accounting Startups
David checks in from Italy; 2022 Karbon Practice Excellence Report; IRS streamlined process for non profits backfires; Toast continues to build an ecosystem; and more!
Why CPAs Cheat On Ethics Exams
SEC slaps EY with $100 million fine for cheating on ethics exams; IRS launches new voice bots; Will IRS service improvements be the end of enQ?; Intuit pulling QuickBo...
Abortion by the Numbers
Lorilyn Wilson, CPA is our special guest for this unusual episode. We bypass the moral argument to examine the numbers around abortion and attempt to determine the imp...
Why Accountants Don’t Trust Tech
Brex bails on 1000s of small businesses; ClearSpend pulls the plug; Intuit shutting down QuickBooks API connections; Crypto crash continues; and more!
AccountingWEB Live #5: Marketing that Works w/ Lee Frederiksen
We’re at AccountingWEB Live Summit 2022, talking with Lee Frederiksen, Managing Partner of Hinge Marketing about the strategy around creating marketing that works and ...
AccountingWEB Live #4: How Uncle Sam Collects His Due with IRS Deputies
Live-ish from Sunny San Diego, at the 2022 AccountingWEB Live Summit, we caught up with a couple IRS guys – James Robnett, Deputy Chief, Criminal Investigation, and Da...
AccountingWEB Live #3: Building a Female-Owned and Operated BPO in India with Penny Breslin
Penny Breslin, CEO of MoneyPenny LLC, didn't set out to build the only female-owned and operated business process outsourcing (BPO) firm in India. But that's what happ...
AICPA Disengage
Caleb Newquist makes sense of Deloitte split rumor; War could increase ESG scores; Questionable commercial from Easier Accounting; Wolters Kluwer & KPMG share content;...
AccountingWEB Live #2: Learning to Love the IRS with Eric Green
At the 2022 AccountingWEB Live Summit, we also had the pleasure of conversing with Eric Green, founder of Tax Rep Network. Even amidst the unfathomable backlog of retu...
AccountingWEB Live #1: Atop the Summit with Seth Fineberg
(Recorded) Live from Paradise Point in sunny San Diego, we take a look at the 2022 AccountingWEB Live Summit with AW's editorial manager, Seth Fineberg. We're talking ...
David And Blake Go To The Movies
Accounting thought leaders say email must die; CFOs hardly do accounting; Jotform launches e-commerce stores; App news from Melio, Lightyear, & Lightspeed; and more!
Is ESG Accounting a Scam?
EY adds Chief Wellbeing Officer; FBI raids Alliantgroup offices; TurboTax Live does $1 billion in revenue; GoDaddy exits bookkeeping business; and more!
GAO Audits IRS
Walmart pays managers better than your firm; Back-to-office policies rolling back; KPMG to pay new hires to study for CPA exam; app news from Caseware, Lockstep & Reck...
Orphan 1040s
IRS destroys 30 million paper information returns; crypto stablecoins collapse; KPMG uses Monday.com to build time-tracking app; Xero breaks 3 million subscribers; and...
