David Leary

David Leary

President and Founder, Sombrero Apps Company

Appears in 487 Episodes

Tax Evasion & Spreadsheets: A Lesson From Trump's CFO

Today, in news of the less-than-intelligent, we're talking about how someone's meticulous bookkeeping skills may lead to the downfall of the Trump Organization CFO. We...

Ted Callahan, Accountant Leader at Intuit, Talks QuickBooks Price Changes & More

Blake Oliver and David Leary sit down (virtually) with Ted Callahan, the Global Accountants Leader at Intuit. He joins the podcast to discuss Quickbooks and the curren...

Every App Wants A Slice Of The Payroll Pie

We're covering all the bases today, from how Congress wants to regulate tax preparers, and why the Taxpayer Advocate again bemoans IRS service levels. In app news, Gus...

How To Turn $2,000 Into $5 Billion Tax-Free

In this episode, we dive into the brilliant tax avoidance strategy Peter Thiel used to amass a $5 billion in a Roth IRA so that it will never be taxed, and also examin...

Why Accountants Don't Become CPAs

We've got a plethora of news today, including the reasons behind IMA's concerns about AICPA & NASBAs new accounting curriculum, and why accountants are passing on gett...

Secret IRS Files Reveal No Secrets

We're covering a lot of ground this week, starting with a bill in Congress that would make accounting part of the STEM curriculum. We'll also look into the secret IRS ...

Liz Mason And High Rock Don't Fear Bench Accounting

Liz Mason, CPA and CEO of High Rock joins the show! We're talking Arizona, today, specifically around the Maricopa County election audits, and we'll hear about some of...

Building an Accounting System for Scale with Jeffery Giavotella

Blake Oliver sits down (virtually) with Jeffery Giavotella, one of Sage's Finance Futurists, who are a diverse group of finance leaders who have been recognized for dr...

Questionable Reader's Choice Awards

Lots of news today, including reasons why the Dems in the Senate want to change up the PCAOB leadership, and how KPMG relaxes remote work policies to relieve remote wo...

The Cost of Busy Season Burnout

Kristen Keats, CPA, founder of Breakaway Bookkeeping & Advising, joins the show to talk about busy season burnout, KPMG Canada's new foray into outsourced accounting w...

Collective Raises $20 Million To Not Be An "Accounting Firm"

We've got a lot to talk about today, including how accounting first-year salaries are on the rise, and what Kabbage did to become under investigation for PPP fraud. In...

Bill.com Buys Divvy For $2.5 Billion

PPP is out of money and the IRS is out of ink for the printers. Meanwhile, Biden's plan to fund the IRS would also give the agency authority to regulate tax preparers....

IRS Is Getting $80 Billion To Audit The Rich

Today, we're scaling back the tax talk, talking only about how Biden wants $80 billion for the IRS, and how non-GAAP is back, baby! Then, we move on to copious amounts...

Why Business Owners Hire Bookkeepers

Apparently April showers bring lots of accounting news! We've got the latest on the SBA's SVOG portal reopening, and legislation introduced to fix PPP loan inequity. ...

IRS Can't Afford to Collect Taxes, Says IRS Chief Rettig

We just couldn't resist more talk about the IRS ... This week, we're examining how they may be losing up to $1 trillion per year due to tax cheats and a lack of tax co...

Ask AICPA: Is IRS Underfunded? Service Levels & The Tax Gap

Blake interviews Ed Karl, CPA & Vice President of Taxation at the Association of International Certified Public Accountants about Internal Revenue Service funding leve...

The IRS Is Infrastructure

Lots and lots of news today, including the latest on the SBA's SVOG fail, why stimulus checks can't arrive faster, when there is still $1.3 billion in stimulus waiting...

Value Pricing Secrets Revealed

Today, we're covering a wide range of topics, including why accounting needs to support #StopAsianHate, off-balance-sheet financing, and more on Pilot, who is now bei...

Alphabet Soup Stimulus Update with Justin Elanjian, CPA

Get a run down of what's new with stimulus programs from our friend Justin Elanjian, CPA, including the Paycheck Protection Program, Employee Retention Credit, Shutter...

Will Your Firm Survive Jeff Bezos?

We're marching out of this month with a discussion on what Jeff Bezos' investment in Pilot (now valued at a cool $1.2 billion) means for you. We've got some random fac...

May The 17th Be With You This Tax Season

Kerfuffles abound this week with stimulus payments going out, and small businesses starting to fully reopen. The federal tax deadline has been extended to May, but tax...

CPA Leaders Most Optimistic Since Pandemic

Today, we're talking about how economic confidence is recovering to near pre-pandemic levels for finance leaders. We've got exciting news about accounting conferences,...

PREVIEW: Accounting Salon Conversations

SPECIAL PREVIEW EPISODE: In this episode of the Accounting Salon Conversations podcast, Ryan Watson of Upsourced Accounting joins Amanda to chat about CAS, tax, apps, ...

AICPA Calls For SBA To Change Unfair PPP Guidance

Pull up an ear and check out the latest accounting news for this week! We're talking about whether the IRS can make crypto any more confusing with its new 1040 crypto...

#Accountant Is Not What You Think It Is On TikTok

Does the accounting profession have an image problem on TikTok? We'll talk about what it really means to be an accountant on TikTok. We'll also dive into the latest o...

Bad App Causes $900 Million Bill Pay Blunder

David trades his lottery winnings for Bitcoin - will he be the next zillionaire? We're talking tax, including why lawmakers are starting to complain about a slow start...

Deloitte Canada Gives Up On CAS

Rachel Fisch returns to the show to discuss Deloitte Canada's sale of its small business accounting services practice to MNP, Canadian quarantine rules, and much more....

Crypto Update with Shehan Chandrasekera & Dr. Sean Stein Smith

BNY Mellon, America's oldest bank, is making the leap into the market for Bitcoin. Meanwhile, Tesla has bought $1.5 billion in Bitcoin at the direction of Elon Musk, w...

Ed Kless on the Pandemic's Impact on Remote Work in Accounting

It’s looking more and more like 2021 is going to be another year of remote work, and flexible schedules are here stay. That makes this a perfect time to broadcast this...

Terrible TikTok Tax Advice

Join us as we talk about all the terrible financial advice on social media, and why we should do something about it! Also, let's do something about diversity in accoun...

Broadcast by