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