David Leary

David Leary

President and Founder, Sombrero Apps Company

Appears in 495 Episodes

TurboTax To Help Gamble Tax Refund On Crypto

Clearly, we ruffled some feathers with our talk about Tether. In today's episode, we'll hear lots of listener mail about timesheets, work-study, Blake's bad haircut, a...

Tax Organizers Suck

What sucks more than tax organizers? Nothing! Today, we're wading deep into the weeds to talk about the toils and troubles of working with tax organizers with Jason St...

Crypto is a Scam

Blake divulges the many reasons why he's not at all bullish on Bitcoin, or stablecoins, and then discover why he's been wearing a ballcap lately, and what peeves him m...

IRS On Its Last Leg

We've got a lot to unpack today, from snow removal to the seemingly ever-faltering IRS, and their latest hijinks, including targeting side-hustle income. We'll pontifi...

Busy Season is No Joke

Feeling a little punny? We've got you covered with a whole host of news, thoughts, and a brief look at 50 somewhat humorous accounting puns! In this episode, we're tal...

Job at Prison Better Than Job at Big Firm

Happy New Year! In the last recorded episode of 2021, we've got app updates from QuickBooks Online, and Intuit ProConnect Tax, numbers from Expensify, raises by LiveFl...

Earn CPE Credits Listening To Podcasts

Happy Almost New Year! As 2021 comes to a close, we've got a lot to talk about today, including an in-depth look at Blake's newly released app, Earmark CPE! We've got ...

How To Stop Intuit From Hiring Your Staff

Nipping at the heels of Christmas, we've got a proverbial sleigh full of news, from partnerships, raises, and updates, to discussions about SMB payments, the speed of ...

Wrong Metrics, Wrong Conclusions

2021 is coming to a close, but we’ve still got a lot to talk about. Blake recounts his trip to the Digital CPA conference, and takeaways from the keynotes he may or ma...

4,000-Year-Old Case of Tax Avoidance

On today's episode, we're checking out how Excel influencers are taking TikTok by storm, and raking in major bucks for their trouble. Then, we'll shoot 4,000 years bac...

Transforming Hotel Accounting With Megan Walker

We're live (well, we were live when we recorded this) from Sage Transform 2021. Today's special guest is Megan Walker, CPA. She's the Vice President of Accounting and ...

Feed The Pig

Happy After Thanksgiving! Today, we've got a ton of listener feedback, including the question of our anti-desktopness, how one very creepy pig (man in a pig costume) m...

CPA Evolution Is Missing The Weeds

News, and opinions abound in this week's episode! We've got more news from the world of the IRS about how four senators are either for, or against (we're not quite sur...

The Sage Advantage With CTO Aaron Harris

We're live from the Sage Transform 2021 conference at The Venetian in Las Vegas! In this bonus episode, we meet and talk with Aaron Harris, Global CTO of Sage about al...

Accounting Metaverse

There's a lot going on in the accounting metaverse! We've got a ton of takeaways from Sage Transform (the annual Sage Intacct conference), some excellent listener feed...

The Biggest Accounting Firm (And Top NetSuite Partner) You've Probably Never Heard Of

Escalon provides accounting and business services to over 3000 companies. They have 800 employees worldwide and have been operating for 16 years, but you've probably n...

The NetSuite Data Warehouse Kicks Excel To The Curb

We speak to Joav Bally and Marc Holliday about the importance of data analytics and specifically the new NetSuite Data Warehouse featured at SuiteWorld 2021. The Data ...

March of Dimes CFO Dave Damond Gives His Two Cents

Dave Damond, CFO @ March of Dimes, shares his thoughts on best practices for implementing new accounting software, why he uses NetSuite, what's on his agenda to add to...

Intuit Kills QuickBooks Desktop

News from the (virtual) QuickBooks Connect conference, Intuit is shutting down QuickBooks Desktop in the UK, Zillow loses billions letting an algorithm buy houses, mos...

School of Rock CFO Schools Accountants

This bonus episode features an interview with School of Rock CFO, John Cappadona. It was recorded in October 2021 at the SuiteWorld conference in Las Vegas. Blake and ...

What Accountants Can Learn from Apple's $19 Polishing Cloth

We’re back from Scaling New Heights 2021 with lots of reviews, and interested tidbits for your ears, including how you can win your very own Tesla! Also, in today’s ep...

Using Data To Fuel Growth With NetSuite Founder Evan Goldberg

In this bonus episode Blake and David interview Evan Goldberg, Founder & EVP of Oracle NetSuite at the SuiteWorld 2021 conference in Las Vegas. Topics discussed includ...

NetSuite's Never Ending Mission

Blake and David are back from SuiteWorld with takeaways galore! Also on the show: we'll explore what's really going on with the proposed bank reporting scheme, and tal...

1000s Of Apps Could Lose Access To QuickBooks Online In 2022

We're getting the scoop on David's trip to Cancun, and Blake's trip to Taliesin West, and how vacations inspire thoughts of accounting. In other news, statistics show...

The One With Elizabeth Warren, Britney Spears, And Florida Man

Before David departs for sunny Cancun, we've got a lot to talk about! We've got some listener feedback on the difficulty getting the CPA (and whether it was worth it)....

Excel And QuickBooks Hook Up

Welcome! Today, we're talking about one good reason to get your CPA, along with a host of news from the accounting world, including PwC's new mandate that allows staff...

It's Not Too Hard To Get The CPA, It's Too Much Time And Money

We've got more discussion on the CPA this week, including whether or not it's too hard to get a CPA, along with other news, such as how AOC's dress should have said, "...

Intuit Dome Needs A ProAdvisor Pavilion

Intuit secures naming rights to Clippers arena — for half a billion dollars! Meanwhile, some MailChimp employees aren't happy about the Intuit acquisition. Also, priva...

Survey Says Tax Preparers Charge Too Little, Too Late

On this episode, we'll finally talk about the results of the Drake Software 2021 tax preparer survey, along with the news that EisnerAmper bailed on the traditional CP...

How Deloitte Created A Marvel Hero

We've got a metric ton of news packed into this week's episode, including the rumor that Intuit is buying Mailchimp for $10B, Xero Tax in the UK gets personal, and the...

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