The Accounting Podcast

Blake and David Leary dive into several hot topics in the accounting world including the IRS's renewed focus on enforcement, targeting high-income individuals and non-filers, as well as the push to regulate non-credentialed tax preparers. They also explore the ongoing US CPA shortage and discuss potential solutions, including changes to education and recruitment strategies. Moving on, there's talk about emerging threats to traditional accounting software from industry-specific solutions like Clio's new accounting package for law firms. All this and more, right here, right now!
 

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• (01:00) - Global IT Outage Chaos

Show Notes

July 19, 2024, global tech outage news

https://www.cnn.com/business/live-news/global-outage-intl-hnk/index.html

AICPA & CIMA Achieves Global Recognition as a Great Place To Work

https://www.aicpa-cima.com/news/article/aicpa-and-cima-achieves-global-recognition-as-a-great-place-to-work

Just How Much Have Accounting Salaries Increased in the Last Five Years?

https://www.goingconcern.com/just-how-much-have-accounting-salaries-increased-in-the-last-five-years/

You Need to Make Six Figures to Buy a Home in Almost Half of the U.S.

https://www.cpapracticeadvisor.com/2024/04/04/you-need-to-make-six-figures-to-buy-a-house-in-almost-half-of-america/103541/

Number of the Day: $5.7 Billion - CPA Practice Advisor

https://www.cpapracticeadvisor.com/2024/06/24/number-of-the-day-5-7-billion/107099/

I.R.S. Crackdown on Delinquent Millionaires Yields $1 Billion - The New York Times

https://www.nytimes.com/2024/07/11/business/irs-crackdown-wealthy-taxpayers.html

The IRS Tidal Wave Is Here - CPA Trendlines

https://cpatrendlines.com/2024/07/07/the-irs-tidal-wave-is-here/

Tax pros: IRS improving, but getting the right answer takes too long

https://www.journalofaccountancy.com/news/2024/jul/tax-pros-irs-improving-but-getting-right-answer-takes-too-long.html

IRS advisory committee recommends regulating tax preparers | Accounting Today 

https://www.accountingtoday.com/news/irs-advisory-committee-recommends-regulating-tax-preparers

Corporate Tax Rate Spurs Political Fight With More Than $1 Trillion at Stake - WSJ

https://www.wsj.com/politics/policy/corporate-tax-rate-election-53de5180?st=o43aay9xscjk9wt

Ohio's shortage of certified accountants is part of a national trend

https://www.10tv.com/article/news/local/ohio-shortage-of-cpas-part-of-national-trend/530-172bf0d5-0f6a-4037-817f-2a6ae4e12dbf

Accountants sound the alarm over high-income residents leaving Massachusetts – New Bedford Guide 

https://www.newbedfordguide.com/accountants-sound-the-alarm-over-high-income-residents-leaving-massachusetts/2024/06/20

Trump floats tariff hikes to offset income tax cuts

https://www.accountingtoday.com/articles/trump-floats-tariff-hikes-to-offset-income-tax-cuts 

The Accountant Shortage Highlights How Critical Accounting Is to Capital Markets | Smith School 

https://www.rhsmith.umd.edu/research/accountant-shortage-highlights-how-critical-accounting-capital-markets

#stitch with @Shanna Morris | accounting major | TikTok 

https://www.tiktok.com/@nycoleemccrary/video/7361440633531174186?_r=1&_t=8m1nZEORWQh

Best Song Ever???

https://www.tiktok.com/@thesavbananas/video/7366410624856837422?lang=en

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In light of recent events, Blake and David examine assassination attempts on US presidents, providing historical context. They move on to Intuit's recent layoffs, critiquing the company's communication strategy and exploring potential AI improvements for such announcements, and then shift to the Synapse bankruptcy, its impact on fintech users, and evolving regulatory scrutiny. Finally, Blake and David dig into AICPA CEO Barry Melancon's defense of the 150-hour CPA requirement, questioning its effectiveness and impact on the accounting profession.

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• (01:12) - Assassination Attempt on President Trump

Show Notes

Intuit Marketing in the UK  pays for commercial/short film of human like talking dogs burying invoices/bills
https://directorslibrary.com/07/2024/latest/campaigns/dogs-intuit-quickbooks/

Bookkeeping Firm Digits Buys Accounting Platform Basis Finance
https://www.pymnts.com/acquisitions/2024/bookkeeping-firm-digits-buys-accounting-platform-basis-finance/

Assassination attempts on US presidents:
https://www.perplexity.ai/search/how-many-assassination-attempt-nb5YvFGbShm0oSRKqi3Ukw

Synapse’s collapse has frozen nearly $160M from fintech users — here’s how it happened
https://techcrunch.com/2024/07/14/synapses-collapse-has-frozen-nearly-160m-from-fintech-users-heres-how-it-happened/

Evolve Bank & Trust Statement on Synapse Bankruptcy
https://www.getevolved.com/about/news/evolve-bank-trust-statement-on-synapse-bankruptcy/ 

Banking With Third-Party Apps

https://www.fdic.gov/resources/consumers/consumer-news/2024-06.html 

Fintech nightmare: ‘I have nearly $38,000 tied up’ after Synapse bankruptcy

https://www.cnbc.com/2024/05/22/synapse-bankruptcy-customer-funds.html

AT Think Ask what you can do for your profession
https://www.accountingtoday.com/opinion/ask-what-you-can-do-for-the-accounting-profession

Accounting Leader Calls for CPA Training to Evolve
https://news.bloombergtax.com/financial-accounting/accounting-leader-calls-for-cpa-training-to-evolve-podcast

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Need Accounting Conference Info? 

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Transcripts

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Today, Blake and David explore how artificial intelligence is reshaping accounting, discussing its potential to handle 70% of information-based tasks and impact workflows like data collection, reconciliation, and client services. They criticize the current theoretical approach to accounting education, advocating for more practical, hands-on learning experiences. They also dig into the ongoing 150-hour rule debate, examining recent state board initiatives for alternative CPA pathways and concerns about the accounting talent pipeline. Blake and David tackle the recent Evolve cybersecurity breach and its implications for fintech companies and move on to listener feedback and questions.

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• (02:40) - Vacation Plans and Quiet Vacationing

Show Notes

Millennials call it ‘quiet vacationing,’ but it’s really remote work gone wrong—and it’s CEOs’ worst nightmare

https://fortune.com/2024/05/23/quiet-vacation-millennials-gen-z-harris-poll-remote-work

Death, Taxes, and AI: How Generative AI Will Change Accounting

https://a16z.com/generative-ai-in-accounting/

Tech lag named top risk for accountants in 2024 Intuit QuickBooks survey

https://quickbooks.intuit.com/r/news/accountant-tech-survey-results/

Finding Qualified Staff Is the Top Issue Facing Most CPA Firms In 2024

https://www.cpapracticeadvisor.com/2024/06/07/finding-qualified-staff-is-the-top-issue-facing-most-cpa-firms-in-2024/106519/

Help! A Partner Wants to Retire Early

https://cpatrendlines.com/2024/04/24/help-a-partner-wants-to-retire-really-early/

Arkansas State Board of Public Accountancy – Proposed Rule Changes

https://www.labor.arkansas.gov/licensing/state-board-of-public-accountancy/proposed-rule-changes/

California Board of Accountancy 

https://www.dca.ca.gov/cba/

California Board of Accountancy’s LinkedIn Post on CPA Next Survey

https://www.linkedin.com/posts/cbanews_we-want-to-hear-from-you-this-weekend-is-activity-7212584294232285184-25sa

CPA Candidates Approved To Sit At 120 Hours Starting 1/1/2025

https://nebraska-cpa.thenewslinkgroup.org/cpa-candidates-approved-to-sit-at-120-hours-starting-1-1-2025/

Evolve Hit With Fed Enforcement Action, But Why Did It Take This Long?

https://substack.com/home/post/p-145886596

Cybersecurity Incident

https://www.getevolved.com/about/news/cybersecurity-incident/

Yieldstreet says some of its customers were affected by the Evolve Bank data breach

https://techcrunch.com/2024/07/02/yieldstreet-says-some-of-its-customers-were-affected-by-the-evolve-bank-data-breach/

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Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcas...

Blake and David explore the intersection of AI, remote work, and accounting technology. They take a look at the phenomenon of "mouse jiggling," examine various AI tools reshaping the accounting industry, and analyze a survey showing widespread adoption of AI in the workplace. There's also a review of different AI chatbots, highlights on new AI-powered accounting startups, and a brief look at the U.S. government's online passport renewal system. This wide-ranging conversation offers valuable insights into the evolving landscape of work and technology in the digital age.

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• (01:14) - Mouse Jiggling Scandal at Wells Fargo

Show Notes

Meet Zapier Central's Chrome extension: Work with your personal AI bots anywhere

https://zapier.com/blog/zapier-central-chrome-extension/

The Great AI Challenge: We Test Five Top Bots on Useful, Everyday Skills

https://www.wsj.com/tech/personal-tech/ai-chatbots-chatgpt-gemini-copilot-perplexity-claude-f9e40d26

Numeric secures $10m in Seed funding to revolutionise accounting automation

https://fintech.global/2024/05/08/numeric-secures-10m-in-seed-funding-to-revolutionise-accounting-automation/

Finaloop secures $35 Million in Series A

https://www.finextra.com/pressarticle/101198/finaloop-secures-35-million-in-series-a

June 2024 Update: Beta Release of an Online Passport Renewal System

https://travel.state.gov/content/travel/en/passports/have-passport/renew-online.html

California Board of Accountancy CPANext Survey

https://www.linkedin.com/posts/cbanews_we-want-to-hear-from-you-this-weekend-is-activity-7212584294232285184-25sa

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Need Accounting Conference Info? 

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Transcripts

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Kwame Agyei, founder and CEO of Appoynt, joins Blake and David to discuss the benefits of outsourcing specific business functions like accounts receivable management. Kwame shares his unique journey from accountant to entrepreneur and offers practical advice on effectively leveraging virtual assistants while addressing common concerns around security and building trust.
 
Meet Our Guest, Kwame Agyei

LinkedIn: https://www.linkedin.com/in/kwame-agyei-b3ab1333/

Learn more about Appoynt

Website: http://www.appoynt.co.uk/

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Need Accounting Conference Info? 

Check out our new website - accountingconferences.com

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Transcripts

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Adam Zaki of CFO.com joins Blake and David to explore the trends reshaping the industry, from AI to the talent shortage. They dive into the murky waters of corporate financial controls and audit practices. They also examine what makes a truly effective CFO in today's dynamic business environment and why authenticity might be the most valuable trait in a leader's toolkit. Get an insider's perspective on the 150-hour CPA licensing requirement and hear ideas for reform that could revolutionize the profession.

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• (01:18) - AI Trends in Finance

Show Notes

Follow Adam’s stories on CFO.com: https://www.cfo.com/editors/azaki/

75% of employees use AI at work: report | CFO

San Francisco 49ers, MLB Star Shohei Ohtani Wrestle With Poor Financial Controls

34% of KPMG tax, audit and advisory interns plan to stay 5 years at first job: report | CFO

Gen Z Pivots from Accounting, Pursues Creative Freedom and Entrepreneurship | CFO

No Gimmicks, Just Authenticity: How To Attract Gen-Z Talent | CFO

Peacocking, newskilling and digital detox: 9 new workplace trends CFOs must know | CFO

Senior Leaders Nearly Twice as Likely To Receive AI Resources as Junior Staff | CFO

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Sponsorships

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Need Accounting Conference Info? 

Check out our new website - accountingconferences.com

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Transcripts

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

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RightRev - http://accountingpodcast.promo/rightrev
Makers Hub - http://accountingpodcast.promo/makershub

• (00:38) - Blake's Conference Adventures

Show Notes

Study: ChatGPT Better at Financial Statement Analysis Than Humans

https://nysscpa.org/news/publications/the-trusted-professional/article/study-chatgpt-better-at-financial-statement-analysis-than-humans-060524

PwC to resell ChatGPT Enterprise

https://www.accountingtoday.com/news/pwc-to-become-first-official-reseller-for-openai-for-openais-chatgpt-enterprise

EY US to invest $1 billion in compensation and technology to improve the attractiveness of the accounting profession

https://www.ey.com/en_us/newsroom/2024/06/ey-us-to-invest-1-billion-in-compensation-and-technology

Change is in the air: And it is helpful.

https://www.orcpa.org/news/13ff8628-9c17-43b1-858a-148af698c818:change-is-in-the-air-and-it-is-helpful

Potential deposit shortfall in Synapse bankruptcy falls in regulatory grey area

https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/potential-deposit-shortfall-in-synapse-bankruptcy-falls-in-regulatory-grey-area-82041848

Apple brings ChatGPT to Siri as it debuts ‘Apple Intelligence’ at WWDC 2024

https://www.theguardian.com/technology/article/2024/jun/10/apple-ai-product-launch

How does Sam's Club AI work?

https://www.statesman.com/story/news/state/2024/05/02/sams-club-ai-check-receipt-exit-stores-texas-locations/73526045007/ 

How fake stories about IRS stimulus checks took over the internet

https://www.fastcompany.com/91138837/fake-stories-irs-stimulus-checks-flood-internet-google-news

Fact Check: Is The IRS Really Giving An $8700 Stimulus Check?

https://finance.yahoo.com/news/fact-check-irs-really-giving-192246766.html

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Transcripts

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Discover the compelling advantages of nearshoring your accounting and finance functions to Argentina. In this episode, Nicolás Villafañe, partner at South Offices, shares his insider perspective on why Argentina is a top destination for accessing skilled talent while enjoying significant cost savings compared to hiring in the US.

Learn how Argentina's timezone alignment, cultural affinity, and highly qualified pool of licensed CPAs can provide your business with a seamless experience as if you were hiring remote employees. Nicolás also shares a case study of how his firm has partnered with a US client to build a successful, integrated team.

If you've been considering nearshoring options, this episode is packed with valuable insights to help you evaluate your choices and unlock the benefits for your business. Tune in now to explore the power of nearshoring!

Meet Our Guest, Nicolás Villafañe

LinkedIn: https://www.linkedin.com/in/nicolasvillafane/

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Need Accounting Conference Info? 

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Transcripts

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Blake and David get brutally honest about why pricey accounting conferences are a no-go and how the industry sidelines neurodivergent professionals. You'll also get a rundown of the rebranded Intuit Connect event's new direction, the political firestorm around IRS Direct File, and a Google Sheets update that will blow your mind. From the mailbag, don't miss one reader's incredible story of passing the CPA exam in record time and our take on why firms need to rethink degree requirements. Plus, we offer real-talk advice for starting your own
bookkeeping biz and take shots at the infamous 150-hour rule.

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• (01:02) - David Has FOMO

Show Notes

House GOP proposes IRS funding cuts, defunding free tax filing ...

Intuit Connect 2024 - Formerly QuickBooks Connect

Google Sheets’ new ‘conditional notifications’ easily keep track of small changes - The Verge

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Transcripts

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Anthony Venette, Director of Business Valuation and Advisory Services at DeJoy & Co., joins Blake to discuss his unconventional career path and the world of business valuation. Anthony shares his journey from audit to tax and eventually to valuation, highlighting the importance of soft skills and effective communication in advisory roles. He also provides valuable insights into the day-to-day life of a valuation professional and offers advice for young CPAs interested in pursuing this career path.

Meet Our Guest, Anthony Venette

LinkedIn: https://www.linkedin.com/in/anthonyvenettecpaabv/

Learn more about DeJoy & Co.

https://www.teamdejoy.com/

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Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.

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Transcripts

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page