Podcast Episodes

Beware of E-Filing Your Tax Return

Episode 371

Blake and David discuss a wealth of timely topics, including the risks of filing taxes electronically versus by mail, the impact of the 150-hour rule on diversity in the accounting profession, and ho…

Published on 1 year, 10 months ago

Building a Bank for Accountants and Small Businesses

Yoseph West joins Blake and David to examine Relay Financial's background and their ambition to solve banking problems by becoming a bank themselves, designing the ideal user experience, and overcomi…

Published on 1 year, 10 months ago

What to Do if You Can't Find an Accountant for Tax Season

Episode 370

CNBC tells taxpayers to seek out EAs if they can't find a CPA, crypto fraud by a pastor who claims God told him to do it, issues with IRS taxpayer notices and filing, accounting irregularities at agr…

Published on 1 year, 10 months ago

Listener Mail: Finding Balance with Tech & CPA Pipeline Problem

Episode 369

This week, Blake and David Leary sort through the mail and respond to a variety of listener emails and voicemails. Amongst the topics covered, they explore working as a TurboTax preparer to barriers …

Published on 1 year, 10 months ago

How To Take The Pain Out Of Busy Season

Episode 368

Blake and David discuss the challenges of busy season and achieving work-life balance as accountants. They also debate the value and investment risks of cryptocurrency and analyze global economic imp…

Published on 1 year, 11 months ago

Pay Transparency Website Levels Playing Field for Accountants

Dominic Piscopo is the founder of Big4Transparency.com, an accounting salary transparency website. Dominic was inspired to start the site based on his experience discovering the disparity in compensa…

Published on 1 year, 11 months ago

Survey Says 80% of CPAs Support Alternatives to 150 Hours

Episode 367

Blake and David mull over the Arizona CPA Society's survey revealing that 80% of Arizona CPAs support 150-hour-rule alternatives. They also examine the UK Post Office scandal that led to hundreds of …

Published on 1 year, 11 months ago

AI for Accountants - Exploring Rightworks Spark

Blake and David meet up with TJ Lewis and Aaron Van Ruler from Rightworks about their new AI tool called Spark, built specifically for accountants on top of ChatGPT. They discuss how Spark helps acco…

Published on 1 year, 11 months ago

How Much Tax Preparers Charge

Episode 366

Blake throws his hat into the ring for President and CEO of NASBA! Hear how he intends to shake things up should he be chosen! Next, Blake and David unpack a survey on the surprisingly low tax-prepar…

Published on 1 year, 11 months ago

Turning Staff Into Workaholics Makes Them Way Less Productive

Episode 365

In this 2023 wrap-up, Blake and David discuss an appeals court ruling that audit reports are so generic they are essentially useless to investors. They also explore the concept of "productivity theat…

Published on 1 year, 11 months ago