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...