Explorez tous les épisodes du podcast The Accounting Podcast
| Titre | Date | Durée | |
|---|---|---|---|
| Minus AI, US Edging Toward Recession & Unauthorized Agents Accessing Banks | 29 Oct 2026 | 00:59:42 | |
Should your AI agent have the same bank access you do? Blake Oliver and David Leary unpack banks’ concerns about AI agents and explain why separate logins and limited permissions matter. They also explore practical email automation, Blake’s ballooning token costs, and why firm-wide AI gains require standardized workflows. Plus, they examine Oxford Economics’ warning that U.S. growth could look recessionary without AI investment—and what that means for the pressure to deliver real returns. Sponsors Chapters
Show Notes TurboTax Stores and Expert Offices in Santa Monica https://turbotax.intuit.com/local-tax-offices/ca/santa-monica/ Banks Are Blocking External AI Agents. Is This Sustainable? https://americanbanker.com/news/banks-are-blocking-external-ai-agents-is-this-sustainable Introducing Stripe Treasury for Agents https://stripe.com/newsroom/news/treasury-for-agents Stripe Agrees to Acquire OpenRouter to Help Businesses Optimize Token Routing and Usage https://stripe.com/newsroom/news/stripe-agrees-to-acquire-openrouter What Happens to a Lawyer’s Business Model When AI Makes Him 5x Faster https://zapier.com/blog/damian-guzman-fte-legal-mcp/ Introducing Glass https://ramp.com/blog/introducing-glass Meridian Launches Meridian Starter, a Shared AI Workspace for Accounting Firms Platform Accounting Group Secures $355 Million Investment https://www.cpapracticeadvisor.com/?p=192093 Exclusive: Gradient Raises $4M for AI-Native Startup Accounting Firm https://techfundingnews.com/exclusive-gradient-raises-4m-ai-native-accounting-firm-us-startups/ Minus AI Investments, the US Edges Toward Recession https://www.cfo.com/news/minus-ai-investments-the-us-edges-toward-recession/833461/ Mayor Johnson Renews Fight for His Failed Corporate Head Tax
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
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| Frontier Models Outscore CPAs & What Clients Will Spend on Accounting | 22 Oct 2026 | 00:56:12 | |
AI outperformed 12 CPAs on a month-end close benchmark, but that doesn’t mean it can replace them. Blake Oliver and David Leary unpack the study’s limits and why adding AI to existing workflows may not save time. They also explore survey findings that accounting budgets triple when businesses hit $1 million in revenue, plus why most firms are invisible in AI searches. Learn what these shifts mean for your firm’s processes, pricing, and marketing. Sponsors Chapters
Show Notes Human Baselines for Benchmarks: AI Now Outperforms Junior Accountants https://www.mercor.com/blog/human-baselines-for-benchmarks-ai-now-outperforms-junior-accountants/ Clients Spend $5K a Year on Accountant Until Revenue Passes $1M https://www.accountingtoday.com/news/clients-spend-5k-a-year-on-accountant-until-revenue-passes-1m Meta Is Back in the AI Race. Muse Wonder Just Ranked #2 for Accounting https://www.dualentry.com/blog/muse-wonder-just-ranked-2-for-accounting Ramp’s $1.5 Million Week of Spending Leads to Glass AI Tool https://www.pymnts.com/?p=4306638 Ramp Glass AI Recommendations Favoring Narrow Band of Big Firms https://www.accountingtoday.com/news/ai-recommendations-favoring-narrow-band-of-big-firms
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
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| Could AI Replace CFOs & Time Tracking 188 IRS Calls | 07 Oct 2026 | 00:53:54 | |
Could AI replace your CFO or simply make their job more exhausting? Blake and David debate automation’s limits, unpack an enrolled agent’s log of 188 IRS calls, and explore proposed reforms to taxpayer service. They also examine why AI is putting pressure on billable hours, gaps in AI safety audit requirements, and a romance scam victim’s $225,000 tax bill. Learn what these developments could mean for your firm, clients, and workload. Sponsors Chapters
Show Notes Could AI replace CFOs and other top executives? https://www.cfo.com/news/could-ai-replace-cfos-and-other-top-executives-watch-chest-ai-/827098/ IRS Hold Times in 2026: What 188 Timed Calls to the IRS Actually Showed https://claritytaxrelief.com/blog/irs-hold-times-study-188-calls/ Appeals court blocks IRS from sharing taxpayer info with ICE https://www.accountingtoday.com/news/appeals-court-blocks-irs-from-sharing-taxpayer-info-with-ice Senate unanimously passes TAS Act https://www.accountingtoday.com/news/senate-unanimously-passes-tas-act Congress approves funding bill that maintains IRS budget GAO tax fraud estimate puts annual losses at up to $304 billion Tax Complexity Now Costs the US Economy over $544 Billion Annually Paying For Clout Isn't A Business Expense: Tax Court Lessons For Social Media Creators A North Carolina Woman Lost $600,000 to a Scam. Then an Unexpected IRS Bill Arrived https://www.cpapracticeadvisor.com/?p=190730 EY staffers accused of accessing Australia PM's bank account https://www.accountingtoday.com/articles/ey-staffers-accused-of-accessing-australia-pms-bank-account 'Extreme concern' over first known AI hack of a government system https://www.cnn.com/2026/09/23/business/australia-openai-agent-hack-intl-hnk OpenAI alerts more than 100 groups about rogue AI agent activity OpenAI says its AI agents probed federal websites without the company's knowledge As A.I. Makes Law Firms More Efficient, Clients Ask: 'Where's My Discount?' https://www.nytimes.com/2026/09/26/business/dealbook/ai-law-discount-billable-hour.html Sorren launches law firm https://www.accountingtoday.com/news/sorren-launches-sorren-law Column: Illinois Ordered an Audit of AI Developers. Who Will Do It? Meta is expanding its AI agent Muse to small businesses https://techcrunch.com/2026/09/29/meta-is-expanding-its-ai-agent-muse-to-small-businesses/
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? F... | |||
| When Financial Reports Used to Be Cool & AI's Microwave Moment | 01 Oct 2026 | 01:04:05 | |
Will AI replace accountants—or finally ease the profession’s talent shortage? Blake and David unpack why AI-exposed accounting roles are seeing pay rise, not fall; how EY cut audit deficiencies from 28% to under 5%; and why firms must give AI agents limited access and auditable logins. They also explore the coming firm structure: fewer staff, more AI agents, and partners focused on judgment, review, and client relationships. Sponsors Chapters
Show Notes The turbulent AI era is here. The choices we make now are critical. https://www.gatesnotes.com/a-turbulent-ai-era-and-critical-choices-to-make US jobs paradox: AI-exposed roles see 46% pay surge even as AI-linked layoffs rise PCAOB's Logothetis: AI can only do part of an auditor's job https://www.accountingtoday.com/news/pcaobs-logothetis-ai-can-only-do-part-of-an-auditors-job EY reports improved audit quality https://www.accountingtoday.com/news/ey-reports-improved-audit-quality Introducing Muse: The World's First Personal AI Agent Built for Everyone https://about.fb.com/news/2026/09/introducing-muse-personal-ai-agent/ Expensify Becomes One of the First Expense Management Tools Available in Claude for Small Business Xero Wherever You Work: Real-Time Financial Intelligence in Claude for Small Business and ChatGPT https://blog.xero.com/product-updates/claude-for-small-business-chatgpt-ai-integrations-launch/ Avalara launches Aviator AI hub for tax compliance https://itbrief.co.uk/story/avalara-launches-aviator-ai-hub-for-tax-compliance Clients now expect some projects to happen twice as fast, PwC partner says KPMG Announces Client Technology & Innovation Group to Build AI-Native Businesses https://kpmg.com/us/en/media/news/kpmg-announces-client-technology-innovation-group.html America has become an entrepreneur's paradise What accounting firms can learn from the music industry https://www.accountingtoday.com/opinion/what-accounting-firms-can-learn-from-the-music-industry John Summit Saved $20,000 and Quit His Accounting Job to Become a DJ. Now He's Building an Entertainment Empire Shakira takes Spain stage as court reviews $63M tax claim https://www.accountingtoday.com/articles/shakira-takes-spain-stage-as-court-reviews-63m-tax-claim
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other neces... | |||
| Tips to Roll Out AI In Your Firm, AI Squeezing Audit Fees | 25 Sep 2026 | 00:57:47 | |
Could AI make a one-person audit firm possible—and what happens if the data-center boom slows down first? Blake and David examine the AI economy’s circular debt, the construction ripple effects of a pullback, and practical ways firms can document workflows before automating them. They also cover AI-powered continuous audits, Mercury’s new general ledger, and tax evasion headlines. Sponsors Chapters
Show Notes NRF: Halloween spending to remain strong, reach $13.5B https://chainstoreage.com/nrf-halloween-spending-remain-strong-reach-135b Too interconnected to fail? New paper connects the AI dots https://www.axios.com/2026/09/21/ai-finance-credit-circular The AI gold rush has a dress code: steel-toe boots https://finance.yahoo.com/economy/articles/ai-gold-rush-dress-code-233725771.html 40% of Small Businesses Lack Cash Reserves to Survive a Month of Late Client Payments AI Future Savings Is Latest Ebitda Tweak to Jolt Debt Investors How to run a SOPathon: The missing first step in every AI strategy The 3-phase roadmap every accounting firm needs before AI delivers Process Street MCP Server https://www.process.st/help/docs/mcp-server/ Christina Ho's next act https://www.cfobrew.com/stories/christina-hos-next-act AI sounds the death knell for audit fee inflation https://www.ft.com/content/80d02797-9a54-47e0-8bc3-a7144354da93 Tennessee Farmer Tried to Return $20,000 to IRS. Years Later, He's Still Fighting OnlyFans content creator pleads guilty to tax evasion Mercury Launches Intelligent Accounting with Mercury Books
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
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| Feds Target KPMG Polymarket Insider Trading, ComplYant Founder Charged with Wire Fraud | 18 Sep 2026 | 00:49:09 | |
Is AI the real threat to accounting firms, or is it the client experience? Blake and David unpack a KPMG-linked Polymarket insider-trading investigation, AI-powered fraud, Xero’s influencer backlash, and a tax startup founder charged with defrauding investors. They also share their own experiments using Claude and ChatGPT to prepare tax returns, making the case that firms must eliminate frustrating back-and-forth if they want to keep clients. Sponsors Chapters
Show Notes Polymarket Trader Won 41 of 42 Earnings Bets on Companies KPMG Audits SEC Charges Startup Founder with Fraud (Shiloh Luckey / ComplYant) https://www.sec.gov/enforcement-litigation/litigation-releases/lr-26424 KPMG Is Testing a New AI-Powered Tax Simulation Tool https://goodfest.westfield.com/2026/05/kpmg-is-testing-a-new-ai-powered-tax-simulation-tool/ KPMG working with OpenAI to advance new "headless" enterprise tech model KPMG LLP Takes Minority Stake in Deepfake Detection Leader Reality Defender Cybercriminals using AI for fraud are making far more profit, Interpol claims Revolut confirms customer data breach after fake government requests https://fstech.co.uk/fst/Revolut_Confirms_Customer_Data_Breach_After_Fake_Government_Requests.php Xero issues new apology to accountants, days after controversial social media post https://www.smartcompany.com.au/?p=344586 To our accountant and bookkeeper community https://blog.xero.com/uk/accountants-bookkeepers/to-our-accountant-and-bookkeeper-community/ AICPA seeks IRS clarity on AI guidelines, CPA fees https://www.thetaxadviser.com/news/2026/sep/aicpa-seeks-irs-clarity-on-ai-guidelines-cpa-fees/ Downtown L.A. Fixture PwC Will Move to Century City
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
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| EY to Bonus Staff $100M, Deloitte Pays $21M to Settle DEI Case | 10 Sep 2026 | 01:11:18 | |
Can AI prepare a tax return—and catch errors the software misses? Blake shares how Claude Cowork reconciled books, built workpapers, and completed two business returns, while David examines EY’s bonuses for human judgment, Deloitte’s $21 million DEI settlement, and PwC’s Evergrande exposure. Plus, Cloud Accountant Staffing’s Jordan Sublette explains why onshoring is joining offshore hiring strategies for accounting firms. Sponsors Chapters
Show Notes Accrual to Acquire Puzzle to Expand Into Client Accounting Services EY Rewards Employees' Human Skills With $100M https://www.accountingtoday.com/news/ey-rewards-employees-human-skills-with-100m
https://www.cfobrew.com/stories/accounting-firm-salaries-rose-slightly-this-year
https://www.cfo.com/news/kpmg-australia-to-axe-5-of-workforce-John-Sams/828636/
https://cpatrendlines.com/2026/09/01/cbiz-told-grant-thornton-no-no-no-before-saying-yes/
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Classifieds 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 Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Transcripts Th... | |||
| TurboTax Losing Customers Over Price, Thomson Reuters Builds Own AI | 02 Sep 2026 | 01:15:58 | |
Can AI make tax prep cheaper without replacing the experts behind it? Hector Garcia joins Blake and David to unpack Intuit’s TurboTax pricing pressure, QuickBooks’ push into the mid-market, and whether AI-powered services are a bridge to automation. They also examine Thomson Reuters’ proprietary tax-and-legal AI model, Relate’s $100 million raise, and a student’s unusual path onto the New Mexico Board of Accountancy. Sponsors Chapters
Show Notes Intuit Reports Fourth Quarter and Full Year Fiscal 2026 Results; Sets Fiscal 2027 Guidance Thomson Reuters Leverages its World-Class Data Assets to Launch Its Own Frontier Model Rillet Raises $100 Million Series C at $1 Billion Valuation, Becomes Unicorn Silver Lake Eyes $51 Billion Workday Take-Private in Mega Software Deal https://www.axios.com/2026/08/14/silver-lake-workday-take-private Stripe Agrees to Acquire OpenRouter to Help Businesses Optimize Token Routing and Usage https://stripe.com/newsroom/news/stripe-agrees-to-acquire-openrouter From Accounting Major and Frat Brother to Suspected of Being Penn State's Largest Drug Dealer https://www.nbcnews.com/news/us-news/penn-state-agostino-abbatiello-drug-scheme-rcna593041 Accounting Student Appointed to the New Mexico Public Accountancy Board https://news.unm.edu/news/accounting-student-appointed-to-the-new-mexico-public-accountancy-board
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Classifieds 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 Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Transcripts The full transcript for this episode is available by clicking on the Transcript tab at the to... | |||
| Rogue AI Agents, Off-Balance-Sheet AI Financing & Xerocon 2026 | 27 Aug 2026 | 01:03:59 | |
AI agents are going rogue — deleting bookings, sending unauthorized emails, and lying about it — and Blake and David trace the trend into the $3 trillion of off-balance-sheet AI commitments hiding in Big Tech's footnotes (and why accountants will get blamed when the bubble pops). They also recap what stood out at XeroCon 2026. Then Hoover Institution fellow Ben Jaros runs the real numbers on California's Prop 40 billionaire wealth tax — why the $100 billion estimate is closer to $40 billion, and whether taxing 200 people is even constitutional. Sponsors Chapters
Show Notes Coming soon! Need CPE? Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Classifieds 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 Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Transcripts The full transcript for this episode is available by clicking on the Transcript tab at the top of this page | |||
| NVIDIA AI Funding Deal Has "Shades of Enron" & EY Speeds Audits 125%+ | 19 Aug 2026 | 01:09:44 | |
Is AI creating an audit boom—or hiding the next Enron-style risk? Blake and David unpack NVIDIA’s $500 billion data-center financing plan, why Michael Burry sees warning signs, and how AI is speeding up audits while challenging existing standards. They also cover improved PCAOB inspection results, the end of BOI reporting, Tether’s long-awaited audit, QuickBooks Live’s overhaul, and practical AI workflows small firms can use today. Sponsors Chapters
Show Notes 'Shades of Enron': Michael Burry shorts Nvidia as its $500 billion chip-financing deal fuels a bubble https://sg.finance.yahoo.com/news/nvidia-ai-push-echoes-enron-123355872.html EY leverages AI for audit https://www.accountingtoday.com/news/ey-leverages-ai-for-audit In ancient Rome, tax fraud was punishable by death https://www.popsci.com/science/tax-fraud-death-penalty-ancient-rome/ PCAOB inspection reports of largest audit firms show improvements FinCEN ends beneficial ownership reporting https://www.accountingtoday.com/news/fincen-ends-beneficial-ownership-reporting Gartner Survey Finds Audit Teams' AI Use is Common, But Most Teams are Lacking Strategic Adoption and Application It's Time for the US Audit Board to Set Corporate AI Standards SEC quarterly earnings proposal draws flood of public complaints Firms (and Some Guy Obsessed With China) Have Weighed in on the PCAOB Turning an Eye to AI Tether says KPMG issued 'clean' opinion in first full audit of USDT issuer's financials Real-life ways small firms use AI https://www.journalofaccountancy.com/issues/2026/aug/real-life-ways-small-firms-use-ai/ QuickBooks Live is Dead, Long Live Intuit Experts
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
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| PwC Cuts Disney & The Uncertain Career Path for CPAs | 13 Aug 2026 | 01:13:59 | |
What does episode 500 reveal about where accounting is headed? Blake Oliver and David Leary celebrate the milestone with CFO.com’s Adam Zaki and Going Concern’s Adrienne Gonzalez. They unpack AI’s pressure on billable hours, shrinking entry-level pathways, the changing route to CFO, and PwC’s canceled Disney intern event. Plus, Blake shares what happened after NASBA challenged his CPE comments. Sponsors Chapters
Show Notes CrossCountry Consulting's new co-CEOs say billable hour is 'waning' Diamonds May Be a Firm's Best Strategy: How AI Is Rewriting the Structure of Modern Practice Teikametrics CFO Brian Beaupre says the career path he took is disappearing The Age of Artificial Intelligence: Quinnipiac University Poll on AI https://poll.qu.edu/poll-release?releaseid=3955 We Went to the Boot Camp Where KPMG Teaches Auditors to Think Critically https://www.wsj.com/business/kpmg-summer-interns-auditing-ai-training-941ad5cc In Case You Didn't Hear, PwC Interns Won't Be Swarming Disney World This Year Bitquery CEO Faces $5M Theft Claim, 194 Records Deleted https://www.analyticsinsight.net/news/bitquery-ceo-faces-5m-theft-claim-194-records-deleted Need CPE? Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Classifieds 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 Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Transcripts The full transcript for this episode is available by clicking on the Transcript tab at the top of this page | |||
| Grant Thornton to Acquire CBIZ & Trump Puts Immunity Over Blanche | 04 Aug 2026 | 00:57:22 | |
Could Grant Thornton’s $5 billion CBIZ deal create a Big Five? Blake and David unpack the private-equity-backed combination, what it means for accounting firm ownership, and why controller talent is still hard to find. They also examine AI’s effect on finance judgment—and why nearly half of Gen Z workers say it makes them less intelligent—plus tariff refunds, audit scrutiny, and rising software prices. Sponsors Chapters
Show Notes Grant Thornton Advisors to acquire CBIZ in $5 billion transaction Accounting Firm CBIZ Urged by Activist Investor to Pursue M&A Trump floats pulling Blanche's AG nomination until after GOP holdouts leave office https://www.cnbc.com/2026/07/30/trump-blanche-ag-doj-cornyn-tillis.html Donald Trump's tax audit immunity remains in place as Blanche's path to confirmation is cleared Ernst & Young data breach claimed by ShinyHunters extortion gang 2026 Corporate Finance & Accounting Talent Research Study https://controllerscouncil.org/2026-corporate-finance-accounting-talent-research-study/ Accounting's missing middle https://www.accountingtoday.com/news/accountings-missing-middle A third of companies look to increase finance and accounting hires AI's top value for finance now lies in improving judgment, not efficiency https://finance.yahoo.com/technology/ai/articles/ai-top-value-finance-now-085159658.html Nearly Half of Gen Z Workers Say AI is Making Them Less Intelligent Xero Announces U.S. Subscription Price Changes https://www.xero.com/us/pricing-plans/update/ Introducing the Lovable Xero connector: build on your Xero data, no code required We Peaked at 30 AI Agents. Now We're Coming Back Down to 20 Amazon Got a $600 Million Tariff Refund, Some Going to Shoppers https://www.cnbc.com/2026/07/30/amazon-trump-tariff-refunds.html NYC Extends Deadline for Pied-à-Terre Tax Exemption Applications to Sept. 18 Staten Island Homeowners Say They Fear for Safety After Names, Addresses Published on NYC Tax List PwC Fined $4.4 Million by UK Watchdog Over Babcock Audit Failures https://www.globalbankingandfinance.com/uk-financial-watchdog-fines-pwc-4-4-million-over-babcock/ New York Governor Trolls LeBron James with Tax on Rumored NYC Home
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| IRS Chief Spied on Colleagues & Out of Control AI | 31 Jul 2026 | 01:01:50 | |
Could an AI agent decide to hack a system, or cancel your software subscription just to complete its task? Blake and David examine reports of AI agents escaping guardrails, flooding IRS rulemaking with generated comments, and taking autonomous business actions. They also trace accounting from ancient clay tokens to today’s AI economy, exploring why calculating profit and trustworthy records matter more than ever. Sponsors Chapters
Show Notes OpenAI and Hugging Face partner to address security incident during model evaluation https://openai.com/index/hugging-face-model-evaluation-security-incident/ Trump's IRS Chief Frank Bisignano Accused of Using Hi-Tech Software to Spy on Colleagues' Emails at JPMorgan IRS blitzed with AI-generated comments on proposed tax rules https://www.accountingtoday.com/news/irs-blitzed-with-ai-generated-comments-on-proposed-tax-rules Your Agents Are About to Start Firing Your Vendors. Ours Fired Marketo. https://www.saastr.com/your-agents-are-about-to-start-firing-your-vendors-ours-fired-marketo/ Basis offers AI agents, love letters and an ode to accounting https://www.accountingtoday.com/news/basis-offers-ai-agents-love-letters-and-an-ode-to-accounting 7 Million Trump Accounts Have Been Opened, Administration Says DC Circuit Denies Littlejohn Appeal and the Need for Privacy Protections Remains KPMG Australia appoints new CEO https://www.internationalaccountingbulletin.com/news/kpmg-australia-appoints-new-ceo/ KPMG Fires Former COO Eileen Hoggett Over Confidentiality Breach https://news.ssbcrack.com/kpmg-fires-former-coo-eileen-hoggett-over-confidentiality-breach/ QuickBooks Expands Into Claude and ChatGPT with New Features Intuit Launches Business Credit Card That Brings Spend Management, Rewards, and Insights Together in QuickBooks Ramp Brings Stablecoin Accounts and Payments to All Customers Ramp Launches AI Token Spend Controls https://www.prnewswire.com/news-releases/ramp-launches-ai-token-spend-controls-302827389.html
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities | |||
| How Sam Leon Uses Claude Cowork to Prep Tax Returns 5x Faster | 25 Jul 2026 | 01:07:46 | |
Can one accountant really do tax prep five times faster with AI? Blake and David talk with Sam Leon, founder of The Millennial CPA, about how he uses Claude projects to turn client documents into tax workpapers, speed up review, and run a solo firm built around software. They also dig into where AI still falls short, why review remains the bottleneck, and what firms can realistically automate today. Sponsors Chapters
Show Notes Judge Smacks Down Trump's IRS Settlement And Orders Sanctions https://www.cnn.com/2026/07/13/politics/trump-irs-judge-ruling-settlement-sanctions Instead of Uniting the Left, California's Billionaire Tax Measure Has Split Democratic Allies NYC lawyers slam pied-a-terre tax as a half-baked money grab A 1948 IBM computer with no memory at all, fed by punchcards, was still doing the accounting at a Texas filtration company as recently as 2020 https://scienceblog.com/t-1948-ibm-402-punchcards-sparkler-filters-accounting-2020/ Time saved by AI partially canceled out by time spent checking AI Research Suggests Jobs May be Safer at Companies that Embrace AI AI Is No Longer Just a Tech Occupation Story: It's Spreading Across Job Titles in the US and Europe https://www.hiringlab.org/2026/07/08/ai-is-no-longer-just-a-tech-occupation-story/ The 2026 Best Accounting Firms for Technology https://www.accountingtoday.com/list/the-2026-best-accounting-firms-for-technology
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Meet Our Guest, Sam Leon, CPA Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
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| How Much Will World Cup Players Pay in Taxes & Xero's New AI Agent Builder | 17 Jul 2026 | 01:02:49 | |
What do World Cup taxes, AI-built accounting tools, and remote work have in common? In this episode, Blake and David unpack how tax rules hit global athletes and sports bettors, why Xero’s new AI products signal a shift toward accountants building their own software, and where firms still face risk with audit standards, cybersecurity, and homegrown apps. You’ll also hear what’s really happening with remote work and a listener correction on Trump accounts. Sponsors Chapters
Show Notes World Cup players face tax penalties https://www.accountingtoday.com/news/world-cup-players-face-tax-penalties How Much Will World Cup Players Pay in Taxes? In 2026, FIFA is the Real Winner https://www.cpapracticeadvisor.com/2026/07/06/fifa-is-the-real-winner-of-the-2026-world-cup/186247/ World Cup Betting Tax Rules Differ for Prediction Markets, Sportsbooks Xero CEO on AI, the builder class and Xero at 20 https://www.accountingweb.co.uk/tech/tech-pulse/xero-ceo-on-ai-the-builder-class-and-xero-at-20 How we're building Xero to scale with growing businesses https://blog.xero.com/product-updates/xero-ultra-launch-scaling-businesses/ Introducing XeroForce: Your no code custom AI agent builder for financial workflows https://blog.xero.com/news-events/introducing-xeroforce-ai-agent-builder/ Paying your bills just got cheaper: Standard ACH is now free in Xero Xerocon London 2026: The Agentic Era Has Arrived for Small Business Finance https://blog.xero.com/product-updates/xerocon-london-2026-agentic-era-small-business-finance/ TaxDome Launches Kiosk: The In-Person Client Experience, Now Digitally Integrated Rippling Launches Business Banking https://www.cpapracticeadvisor.com/2026/06/23/rippling-launches-business-banking/185574/ MindBridge urges clearer PCAOB guidance on AI audits https://itbrief.co.uk/story/mindbridge-urges-clearer-pcaob-guidance-on-ai-audits PCAOB Issues Proposed Amendments to QC 1000 and Seeks Public Comment Restarting the M&A Flywheel — CBIZ, Inc. Starbucks starts vibe coding enterprise stack https://www.semafor.com/article/07/09/2026/starbucks-starts-vibe-coding-enterprise-stack Software vendors aren't losing sleep over vibe-coding — yet https://www.accountingtoday.com/news/software-vendors-arent-losing-sleep-over-vibe-coding-yet Most accounting firms can be impersonated by email – we checked 275 of them Despite return-to-office crackdowns, remote work is alive and well as the rate has barely changed over the last two years AI bills are baffling the C-suite after shift to usage-based pricing Need CPE? Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @Dav... | |||
| Aussies Want to Break up Big Four & Trump Accounts Go Live on the 4th | 08 Jul 2026 | 00:58:28 | |
What if one tax break could give your child a head start or hand them a pile of money at 18? Blake and David unpack the new Trump accounts, who should use them, and why advisors are split. They also dig into Australia’s latest Big Four scandal, worsening IRS service, AI’s growing role in tax and training, and what these shifts mean for accountants, firms, and clients. Sponsors Chapters
Show Notes Why advisors do and don't recommend Trump accounts https://www.accountingtoday.com/news/why-advisors-do-and-dont-recommend-trump-accounts The Trump Accounts rollout is the biggest advisory opportunity most accountants are missing Australia weighs break-up of Big Four accounting firms after scandals EY staffer fired after allegedly accessing Prime Minister's bank account Coca-Cola Meets Sympathetic Judges in $20 Billion IRS Case TIGTA: IRS Has Data-Sharing Pacts with Over 1,120 Organizations, Some of Which It Can't Identify National Taxpayer Advocate issues 2026 mid-year report to Congress https://www.irs.gov/newsroom/national-taxpayer-advocate-issues-2026-mid-year-report-to-congress IRS Taxpayer Assistance Centers provided wrong answers to tax questions IRS chatbot results may be wrong https://www.accountingtoday.com/news/irs-chatbot-results-may-be-wrong IRS gives tax-exempt groups closer scrutiny https://www.accountingtoday.com/news/irs-gives-tax-exempt-groups-closer-scrutiny 2026 California billionaire tax initiative https://en.wikipedia.org/wiki/2026_California_billionaire_tax_initiative Semantic schism: Ron DeSantis rebukes Wall Street Journal jab at 'progressive' property tax measure https://floridapolitics.com/archives/801396-desantis-wsj-progressive/ KPMG Turns to AI Simulations to Replace Years of Repetitive Tax Training as Automation Reshapes White-Collar Work Three suspects sought after accounting firm robbery in Markham https://www.cp24.com/news/2026/06/30/three-suspects-sought-after-accounting-firm-robbery-in-markham/
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers... | |||
| Fake AI Receipt Fraud Soars & Big Firms Losing Power | 06 Jul 2026 | 00:56:50 | |
Are fake AI receipts becoming the next big headache for finance teams? Blake Oliver and David Leary unpack the surge in AI-generated expense fraud, why tax pros are rapidly adopting AI research tools, and how firms are using AI to automate month-end close and revenue recognition. They also cover NASBA’s response to criticism, Intuit’s renewed focus on accountants, and the implications of private equity and a shifting work culture for the future of accounting firms. Sponsors Chapters
Show Notes Use of AI receipts in expense fraud soars https://www.accountingtoday.com/news/use-of-ai-receipts-in-expense-fraud-soars The future of the ecosystem: Is everyone a developer now? https://devblog.xero.com/the-future-of-the-ecosystem-is-everyone-a-developer-now-f3899ddf0b24 Blue J and CPA.com Survey Finds AI Adoption Among Tax Firms Has Nearly Doubled in One Year IRS rolls out introductory AI guidelines for tax practitioners https://www.accountingtoday.com/news/irs-rolls-out-introductory-ai-guidelines-for-tax-practitioners IRS electronic tax advisory committee recommends AI and preparer safeguards The end of hourly billing Ignition's 2025 benchmark signals pricing shift for firms Intuit CEO to accountants You are the customer not a channel https://www.accountingtoday.com/news/intuit-ceo-to-accountants-you-are-the-customer-not-a-channel Pilot Launches Meridian The AI Platform That Fully Closes the Books for Accounting Firms Kinter.ai Launches Agentic AI Accountants to Automate The Financial Close Eide Bailly Advances Growth Strategy and Client Service Commitment Through Investment from Reverence Capital Partners https://www.eidebailly.com/insights/firm-news/2026/reverence-capital-partners-investment With 1.8 Billion Dollar Deal Eide Bailly Set for Explosive Growth https://cpatrendlines.com/2026/06/25/with-1-8-billion-deal-eide-bailly-set-for-explosive-growth/ Losing Control The Erosion of Disciplinary and Pastoral Power in Accounting Firms https://onlinelibrary.wiley.com/doi/10.1111/1911-3846.70028
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
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| KPMG Withdraws AI Report Full of "Vibe Citations" | 26 Jun 2026 | 01:00:05 | |
Can AI really clean up messy bookkeeping—and what happens when firms trust it too much? Blake and David break down KPMG’s error-filled AI report, the Pentagon’s new “Agentic Auditor,” and State Farm’s move to tie agent pay to AI. Blake also shares how he used Claude to complete two years of write-up work in hours, with practical lessons on where AI helps, where it fails, and why human review still matters. Sponsors Chapters
Show Notes Chasing the Hallucinations: KPMG's AI-Powered Attempt at "Redefining Excellence" https://gptzero.me/news/investigations-kpmg/
https://www.stripes.com/theaters/us/2026-06-11/pentagon-audit-ai-contract-21941885.html
https://finance.yahoo.com/technology/ai/articles/state-farm-overhauls-agent-contracts-115756712.html
https://fortune.com/2026/06/13/spacex-cfo-bret-johnsen-overnight-billionaire-ipo/
https://www.accountingtoday.com/news/investors-oppose-semiannual-reporting-says-poll
https://www.remitly.com/us/en/landing/global-freelancer-pay-gap
https://www.tmz.com/2026/05/08/nick-cannon-business-manager-embezzled-millions/
https://www.cityam.com/kpmg-scraps-summer-early-friday-finish-for-staff/
https://adage.com/agencies/accounts-in-review/aa-intuit-hires-mother-as-creative-strategy-partner/
https://www.accountingtoday.com/news/irs-gave-47-000-taxpayers-addresses-to-ice
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and o... | |||
| AICPA Says By 2040 Compliance Will Be Automated | 18 Jun 2026 | 01:08:23 | |
Will AI really automate most accounting work by 2040? Blake and David unpack what they heard at AICPA Engage, from deterministic AI agents and rising accounting enrollment to private equity’s growing influence on firms. Plus, Blake shares an exclusive interview with FICPA CEO Shelly Weir on Florida’s fight to protect CPA licensure. Listen to understand where the profession is heading—and what accountants may need to do next. Sponsors Chapters
Show Notes Man Accused of Stealing $7K from Accounting Firm in Brooklyn AICPA and CIMA Launch Rise2040: Shaping the Future of Finance and Accounting The AICPA Asks: Are You Ready for Accounting in 2040? https://www.accountingtoday.com/news/the-aicpa-asks-are-you-ready-for-accounting-in-2040 OpenAI CFO Sarah Friar Offers a Look Inside the Company's Finance Function Accounting Undergrad Enrollment Up 9% https://www.accountingtoday.com/news/accounting-undergrad-enrollment-up-9 3 More States Pass CPA Pathways Legislation https://www.cfodive.com/news/3-more-states-pass-cpa-pathways-bills-accounting/821649/ A Master's Degree Isn't the Job Guarantee It Used to Be https://www.wsj.com/articles/a-masters-degree-isnt-the-job-guarantee-it-used-to-be KPMG Secretly and Repeatedly Accessed a Whistleblower's Computer, Then Shared the Files with Its CEO https://thenextweb.com/news/kpmg-accessed-whistleblower-computer Crowe Gets PE Investment from KKR https://www.accountingtoday.com/news/crowe-gets-pe-investment-from-kkr 57% Say PE Threatens the CPA Brand. But They'll Take the Money. Red Lobster's CEO Says He's Going to Transform the Chain into 'The Most AI-Forward Restaurant Company That Exists' https://finance.yahoo.com/sectors/technology/articles/red-lobsters-ceo-says-hes-153500558.html Stephano Slack Scores PE Funding https://www.accountingtoday.com/news/stephano-slack-scores-pe-funding
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Classifieds | |||
| AI Beats Humans at Bookkeeping & Powers Finance Team of One | 10 Jun 2026 | 01:01:49 | |
Can AI now do bookkeeping better than humans? Blake and David dig into new data showing major AI models outperforming outsourced accountants on basic transaction coding, then explore what that means for firms, finance teams, and the future of audit. They also cover a one-person finance team powered by AI agents, KPMG’s scramble to keep up, and why the accounting talent shortage still isn’t going away. Sponsors Chapters
Show Notes Digits "Beyond the AI Hype" Benchmark — AI Models Now Beat Human Accountants
https://www.prnewswire.com/news-releases/ramp-raises-series-f-at-44-billion-valuation-302791103.html
https://www.accountingtoday.com/news/accounting-talent-shortage-surges
https://thefinancestory.com/ex-pcaob-regulator-joins-ai-native-audit-firm-oath
https://www.internationalaccountingbulletin.com/news/kpmg-exploring-start-up-deals/
https://www.aol.com/articles/kpmg-now-dashboard-where-consultants-154532433.html
https://www.cnbc.com/2026/06/02/doj-fund-trump-todd-blanche.html
https://www.cnbc.com/2026/06/03/bessent-irs-commissioner-trump-tax-settlement-doj-fund.html
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
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| What CBIZ Means for PE, Starbucks Kills Off AI Inventory Counting | 05 Jun 2026 | 01:05:18 | |
Is private equity betting on the wrong accounting firms? Blake and David break down CBIZ’s stock slide, why investors may be losing faith in the traditional firm model, and how AI could help smaller firms compete far above their size. They also cover Starbucks ditching AI inventory counts, Microsoft reining in AI tool costs, and what all of it means for accountants navigating automation, pricing, and the future of firm growth. Sponsors Chapters
Show Notes What Can We Learn from CBIZ? https://www.accountingtoday.com/opinion/what-can-we-learn-from-cbiz
https://www.privatefundscfo.com/eisneramper-on-accounting-for-ai/
https://www.accountingtoday.com/news/state-societies-merge-to-form-new-england-society-of-cpas
https://www.wsj.com/economy/jobs/phoenix-jobs-ai-call-centers-1ca1c3b3
https://www.nytimes.com/2026/05/03/opinion/ai-jobs-unemployment.html
https://fortune.com/2026/05/22/microsoft-ai-cost-problem-tokens-agents/
https://www.accountingtoday.com/opinion/does-your-firm-need-an-ai-architect
https://www.notus.org/donald-trump/trump-irs-suit-investigate-collusion
https://www.accountingtoday.com/news/aicpa-backs-bill-limiting-beneficial-ownership-reporting
Need CPE? Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
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| Intuit Stock Gets Hammered & Trump's Wild IRS Settlement | 29 May 2026 | 00:53:47 | |
Is AI about to break the billable hour? Blake and David unpack what they heard at a major AI tax summit, where new tools promise to prepare complex returns in minutes instead of hours. They also debate Intuit’s stock slide, Trump’s extraordinary IRS settlement, and what shrinking oversight at the PCAOB could mean. You’ll hear where AI is already changing accounting—and where humans still matter most. Sponsors Chapters
Show Notes Intuit Lays Off 3,000 Employees Amid AI Push https://officechai.com/ai/intuit-lays-off-3000-employees-amid-ai-push/ U.S. Government Agrees to Drop Tax Claims Against Trump in Broadening of IRS Settlement https://www.npr.org/2026/05/19/g-s1-122938/irs-trump-settlement-tax-returns-audit
https://tax.thomsonreuters.com/news/doj-settlement-forever-bars-irs-trump-audits-sparks-backlash/
https://gptzero.me/investigations/ey
https://spacenews.com/spacex-files-for-ipo/
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
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| Is GAAP Inflating the AI Bubble? | 26 May 2026 | 00:56:18 | |
Is AI really the next Google—or are investors repeating the last tech bubble? Blake and David dig into OpenAI’s legal win, the accounting mechanics behind soaring AI valuations, and why cloud credits and paper gains may be inflating the market. They also explore what could make AI tools actually sticky for businesses, from workflow automation to personal finance and small-business use cases, and what all of this means for accountants. Sponsors Chapters
Show Notes Jury Dismisses Elon Musk's Lawsuit Against OpenAI Over Statute of Limitations https://www.technologyreview.com/2026/05/18/1137488/elon-musk-suit-openai-verdict/ OpenAI Closes $122 Billion Funding Round, Largest in Silicon Valley History
https://fortune.com/2026/04/30/google-amazon-ai-profits-anthropic-stake-bubble-earnings-2026/
https://om.co/2026/05/01/what-microsofts-10-q-says-about-openai/
https://www.anthropic.com/news/claude-for-small-business
https://www.linkedin.com/in/sashaorloff
https://www.cfobrew.com/stories/2026/04/14/intuit-cto-alex-balazs-saas-pocalypse Need CPE? Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Classifieds 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 liste... | |||
| SEC Prepares for Semi-Annual Reporting & the True Cost of the Iran War | 18 May 2026 | 01:04:08 | |
Could public companies stop reporting every quarter? Blake and David break down the SEC’s push toward optional semiannual reporting, OpenAI’s new consulting arm, and what both moves could mean for accountants. They also cover tariff refund accounting, audit lawsuits, AI outperforming doctors in diagnosis tests, and why accountants may be better positioned than ever to build software and solve higher-value problems. Sponsors Chapters
Show Notes SEC, FASB Prepare for Semi-Annual Reporting Option https://www.accountingtoday.com/news/sec-fasb-prepare-for-semi-annual-reporting-option OpenAI Launches the OpenAI Deployment Company to Help Businesses Build Around Intelligence https://openai.com/index/openai-launches-the-deployment-company/
https://www.nytimes.com/2026/05/08/opinion/hegseth-war-cost.html
https://www.accaglobal.com/us/en/professional-insights/global-economics/gecs-q1-2026.html
https://thespun.com/wnba/wnba-star-kelsey-plum-shows-embarrassing-lack-of-tax-knowledge
https://www.cnbc.com/2026/04/24/new-york-pied-a-terre-tax.html
https://www.accountingtoday.com/news/education-dept-rejects-accounting-as-professional-degree
https://www.goingconcern.com/layoff-watch-26-rsm-trims-down-in-audit/
https://www.science.org/content/article/ai-starting-beat-doctors-making-correct-diagnoses
https://www.youtube.com/watch?v=SlGRN8jh2RI
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? | |||
| An AI-Powered Firm of One, KPMG Shuts Down Fed Audits | 07 May 2026 | 01:04:05 | |
Sponsors Chapters
Show Notes The 2026 Best Accounting Firms for Technology https://www.accountingtoday.com/list/the-2026-best-accounting-firms-for-technology
https://www.accountingtoday.com/news/kpmg-closes-u-s-federal-audit-practice-trims-advisory-staff
https://www.gamefile.news/p/gamers-sue-nintendo-over-tariff-refunds
https://fortune.com/2026/04/29/tariffs-not-strengthening-economy-trump-trade-war-data/
https://www.accountingtoday.com/news/irs-to-revamp-form-990-to-require-more-info-from-charities
https://www.accountingtoday.com/news/congressman-introduces-bill-to-autofill-tax-forms
https://www.accountingtoday.com/news/house-passes-irs-whistleblower-improvement-act
https://www.intuit.com/blog/innovative-thinking/accountant-job-outlook-demand-report/
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Classifieds 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 Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Transcripts The full transcript for this episode is available by clicking on the Transcript tab at the top of this page | |||
| KPMG Lays Off 10% Audit Partners, Best AI Still Fails 1/5 Accounting Tasks | 02 May 2026 | 00:50:25 | |
What does it mean when Big Four partners can be demoted—and AI still gets 1 in 5 accounting tasks wrong? Blake and David unpack KPMG’s audit partner cuts, EY and KPMG’s quiet partner demotions in the UK, PwC’s return-to-office push, and why firms like Decimal are rethinking tech-driven bookkeeping. They also debate AI’s limits in accounting, explore the future of CPE after a surprising Nasba warning, and explain what these shifts mean for accountants building their careers. Sponsors Chapters
Show Notes The Best AI Model Still Fails 1 in 5 Accounting Tasks
https://www.dualentry.com/blog/claude-opus-4-7-accounting-ai-benchmark-results
https://controllerscouncil.org/the-least-glamorous-side-of-accounting-that-still-cant-be-automated/
https://www.axios.com/pro/fintech-deals/2026/04/22/collective-open-ledger-acquisition
https://fortune.com/article/hr-block-tax-year-round-financial-adviser-fintech-innovation/
https://www.cnbc.com/2026/04/27/openai-partners-with-customers-bank-in-push-to-automate-finance.html
https://www.accountingtoday.com/news/kpmg-lays-off-10-of-us-audit-partners
https://www.goingconcern.com/pwc-tells-remote-tax-staff-to-get-their-butts-into-the-office/
https://phys.org/news/2026-predicting-material-misstatements-machine-learning.html
https://www.cpapracticeadvisor.com/2026/04/21/is-your-state-running-out-of-accountants/181991/
https://www.accountingtoday.com/news/kentucky-passes-cpa-pathway-bill
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
| |||
| Firms Need New Metrics, Accountants Worried About Iran | 24 Apr 2026 | 00:54:34 | |
Can the accounting profession grow with fewer people? Blake Oliver and David Leary unpack how AI is reshaping firms, from PwC Australia’s staffing cuts and rising partner pay to new questions about performance metrics, CPA pathways, and the future of CAS. They also cover the IRS’s tax season recap, tariff refunds, Deloitte’s fake AI citations, and why firms need better ways to measure value in an AI-driven world. Sponsors Chapters
Show Notes IRS CEO Touts Successful Tax Season Despite Cutbacks https://www.accountingtoday.com/news/irs-ceo-touts-successful-tax-season-despite-cutbacks
https://www.accountingtoday.com/news/irs-shakes-up-leadership-ahead-of-tax-season
https://www.accountingtoday.com/news/looking-to-grow-like-a-top-100-firm-try-cas
https://www.accountingtoday.com/opinion/accounting-firms-need-new-metrics-for-an-old-model
https://www.accountingtoday.com/news/only-18-of-organizations-track-ai-roi
https://www.accountingtoday.com/news/maryland-approves-cpa-licensure-pathways-bill
https://www.accountingtoday.com/news/nevada-implements-cpa-licensure-changes
https://www.accountingtoday.com/news/accountants-worried-about-war-in-iran
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? | |||
| When Tax Day Was Party Night at the Post Office | 20 Apr 2026 | 00:47:49 | |
What happens when AI starts doing the audit work itself? Blake and David dig into KPMG’s prediction that routine audit testing could soon happen with almost no human auditors directly involved. They also cover the IRS’s unfinished AI projects, the end of Direct File, new tax-on-tips rules, and why firms investing more in marketing are growing faster. Press play to hear what these shifts could mean for accountants, firms, and clients. Sponsors Chapters
Show Notes How Tax Day Turned Into Party Night at the Post Office https://www.history.com/articles/tax-day-parties Americans to Spend 11.6 Billion Hours Completing Federal Compliance Forms
https://www.cnbc.com/2026/04/13/irs-tax-on-tips-big-beautiful-bill.html
https://www.accountingtoday.com/news/irs-ai-projects-fall-by-the-wayside-due-to-staff-cuts
https://blog.xero.com/news-events/xero-os-ai-native-operating-system/
https://www.wsj.com/finance/accounting/auditors-ai-kpmg-pwc-ey-7f07d3a5
https://www.accountingtoday.com/news/ey-requiring-us-tax-staff-to-work-in-person-12-days-a-month
https://www.businessinsider.com/ey-ai-talent-career-paths-accounting-2026
https://hingemarketing.com/blog/story/marketing-financial-services-the-2025-forecast
https://www.accountingtoday.com/news/evergrande-liquidators-and-pwc-head-to-court
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com | |||
| Perplexity Goes After Tax Prep, IRS Testing Palantir for Audits | 13 Apr 2026 | 01:03:36 | |
What happens when AI starts doing more than answering questions? Blake and David dig into Perplexity’s move into tax prep and bookkeeping, the IRS testing Palantir to help select audit targets, and why many firms still aren’t seeing real ROI from AI. They also unpack the surprising success of Trump accounts and what all of this could mean for accountants, firm workflows, and the future of the profession. Sponsors Chapters
Show Notes 4 Million Children Have Been Signed Up for Trump Accounts with 1 Million Claiming the $1,000 Pilot Program Contribution Introducing Computer for Taxes https://www.perplexity.ai/hub/blog/introducing-computer-for-taxes The IRS Wants Smarter Audits. Palantir Could Help Decide Who Gets Flagged Digits Announces Outcome-Based Pricing https://www.accountingtoday.com/news/digits-announces-outcome-based-pricing Your AI Business Case Is Built on the Wrong Math Treasury and IRS Announce Tax Filing Relief to DHS Personnel https://home.treasury.gov/news/press-releases/sb0431
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Classifieds 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 Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Transcripts The full transcript for this episode is available by clicking on the Transcript tab at the top of this page | |||
| Treasury Declares US Insolvent, AI Does Taxes (with Kenji Kuramoto) | 01 Apr 2026 | 01:04:21 | |
Can AI really prepare a tax return without a human touching the keyboard? Blake and David dig into a wave of new accounting tools that promise exactly that, from AI tax prep and bookkeeping agents to month-end automation. They’re joined by Kenji Kuramoto of Basis to discuss what this means for firms, pricing, and jobs. Plus: the U.S. government’s worsening balance sheet, Tether’s long-awaited audit, and why token costs may become accounting’s next big metric. Sponsors Chapters
Show Notes The Treasury just declared the U.S. insolvent. The media missed it. https://fortune.com/2026/03/23/us-government-insolvent-fiscal-crisis-fix/
TaxGPT AI agent aims to complete the whole tax return
As Tax Deadline Approaches, Consumers Are Going to AI Before Filing
AI Efficiency Gains Push Accounting Firms to Reimagine Pricing https://news.bloomberglaw.com/ip-law/ai-efficiency-gains-push-accounting-firms-to-reimagine-pricing
Accounting Jobs Requiring AI Skills Jump 67% https://www.accountingtoday.com/news/accounting-jobs-requiring-ai-skills-jump-67
Xero and Anthropic Collaborate to Bring AI-Powered Financial Intelligence to Millions of Small Businesses
Ramp Launches Accounting Agent to Automate Bookkeeping with Real-Time Close
Ramp Launches Ramp Budgets https://www.prnewswire.com/news-releases/ramp-launches-ramp-budgets-302667840.html
Canopy Unveils Canopy Bookkeeping to Eliminate Month-End Friction for Accounting and CAS Teams
Canopy Expands Tax Workflow With AI-Powered Tax Preparation Through New Filed Integration
Double AI Journal Entries https://doublehq.com/ai-journal-entries/
Tech News: Ramp, Canopy Both Announce AI-Powered Bookkeeping Solutions (includes Bill.com AI agents coverage)
Exclusive: Founded By 2 Brothers In Their 20s, YC-Backed Denki Raises $4.1M To Automate Financial Audits https://news.crunchbase.com/venture/yc-backed-denki-raise-financial-audit-automation-ai/
Tether Taps Big Four Firm KPMG for First Financial Audit of $184 Billion Stablecoin Issuer https://www.theblock.co/post/395423/tether-taps-kpmg-for-first-financial-audit
Americans Are Demanding Refunds from the $180 Billion in Tariffs They Paid, Including Suing Companies Like Costco https://fortune.com/2026/03/13/americans-demanding-tariff-refunds-suing-costco-fedex/ Need CPE? Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? For details, | |||
| Fake SOC 2 Reports as a Service & Games for Busy Season | 26 Mar 2026 | 01:02:29 | |
Can AI really handle accounting and tax work—or is it just creating new ways to fake compliance? Blake and David dig into allegations of fraudulent SOC 2 reports, how taxpayers are actually using AI for tax prep, and why tools like Claude are creeping into finance workflows. They also cover FAA staffing risks, threats to state accountancy boards, and what listeners should watch as AI reshapes trust in the profession. Sponsors Chapters
Show Notes Air Traffic Audio Appears to Show Tower Was Dealing With Incident Before Crash (New York Times via DNYUZ)
Delve — Fake Compliance as a Service — Part I (DeepDelver on Substack) https://deepdelver.substack.com/p/delve-fake-compliance-as-a-service
Delve Accused of Misleading Customers with 'Fake Compliance' (TechCrunch) https://techcrunch.com/2026/03/22/delve-accused-of-misleading-customers-with-fake-compliance/
What 81,000 People Want from AI (Anthropic) https://www.anthropic.com/research/what-people-want-from-ai
WSJ Readers Share How They Are Using AI for Tax Prep (Wall Street Journal via TaxProf Blog) https://taxprofblog.aals.org/2026/03/09/wsj-readers-share-how-they-are-using-ai-for-tax-prep/
10 Fun Games to Play at Work and Their Impact on Productivity (Small Business Trends) https://smallbiztrends.com/games-to-play-at-work/
FICPA Legislative Update: End of 2026 Session — HB 607 Did Not Advance (Florida Institute of CPAs)
Claude for Financial Services (Anthropic) https://www.anthropic.com/financial-services
Glass Ceiling Shattered? Female Lead Engagement Partners in S&P 500 Audits (The CPA Journal) https://www.cpajournal.com/2026/03/13/glass-ceiling-shattered/ Need CPE? Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
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 Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Transcripts The full transcript for this episode is available by clicking on the Transcript tab at the top of this page | |||
| Baby, Where The Hell Is My Audit? | 26 Mar 2026 | 00:59:02 | |
Will AI actually take accountants’ jobs—or just change what their work looks like? Blake and David unpack the gap between AI hype and reality, from a LinkedIn challenge that found zero accountants replaced by AI to how firms like PwC and EY are shifting strategy. They also explore probabilistic audit opinions, AI agents in accounting workflows, and what professionals can do now to stay ahead. Sponsors Chapters
Show Notes Massachusetts Auditor DiZoglio Performs "Baby Where the Hell Is My Audit" Parody https://www.bostonglobe.com/2025/04/16/metro/diana-dizoglio-auditor-legislature-audit-democrats/
Afroman Wins Defamation Lawsuit Filed by Ohio Police Officers https://www.cbsnews.com/news/afroman-wins-lawsuit-ohio-police-raid-music-videos/
Would You Take a Probabilistic Audit Opinion? https://www.accountingtoday.com/opinion/would-you-take-a-probabilistic-audit-opinion
BDO Faces Investor Lawsuit That Could Impact Other Firms https://www.accountingtoday.com/news/bdo-faces-investor-lawsuit-that-could-impact-other-firms
Super Micro Computer Co-Founder Charged With Smuggling Nvidia AI Chips to China https://www.cnn.com/2026/03/19/politics/super-micro-computer-founder-charged-ai-chips-china
Puzzle Launches AI Close for Accountants https://puzzle.io/blog/puzzle-accounting-ai
PwC CEO: You Cannot Opt Out of AI https://www.accountingtoday.com/news/pwc-ceo-you-cannot-opt-out-of-ai
EY Doubles CPA Exam Bonus to $10K https://www.accountingtoday.com/news/ey-doubles-cpa-exam-bonus-to-10k
Anthropic AI Labor Market Impacts Report https://www.anthropic.com/research/labor-market-impacts
Microsoft AI Chief Gives It 18 Months for All White-Collar Work to Be Automated
Only 14% of UK Finance Leaders See Traditional Accounting Skills as Valuable for Next Generation
Accounting and Tax Staff Worry AI Threatens Jobs https://www.accountingtoday.com/news/accounting-and-tax-employees-feel-ai-threatens-job-prospects
AI's First Substitution: Freelancers (Ramp Economics Lab) https://ramp.com/velocity/ai-labor-market-impact-freelancers
Record Number of Companies Are Ditching Old CEOs for Younger, Less Experienced Executives https://finance.yahoo.com/news/fired-record-number-companies-ditching-152914066.html Need CPE? Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
| |||
| Accounting for the U.S. Iran War | 09 Mar 2026 | 00:58:33 | |
What do tariffs, war, AI agents, and a collapsed accounting startup have in common? This week, Blake and David connect the dots between rising economic pressure and rapid tech change. They break down the lopsided cost of drone warfare, small businesses getting crushed by tariffs, AI tools handling tax and bookkeeping tasks, and new details on Botkeeper’s collapse. You’ll hear what these shifts could mean for accountants, firms, and the future of the profession. Sponsors Chapters
Show Notes Iran's Drones Cost a Fraction of the U.S. Weapons Shooting Them Down https://www.nytimes.com/2026/03/04/business/iran-drones-us-weapons-cost.html
Introducing GPT-5.4 https://openai.com/index/introducing-gpt-5-4/
Breaking Up with TurboTax: How I Used Claude to File My Taxes for Free https://kachess.dev/taxes/ai/personal-finance/2026/02/27/breaking-up-with-turbotax.html
Show HN: Claude Skill to Do Your Taxes https://news.ycombinator.com/item?id=47277164
Enrico Palmerino Explains Botkeeper's Fall https://www.accountingtoday.com/news/enrico-palmerino-explains-botkeepers-fall
Uber CEO Dara Khosrowshahi Has an AI Clone https://www.fastcompany.com/91500087/uber-ceo-dara-khosrowshahi-has-an-ai-clone
KPMG-Audited Companies Are Trading Strangely on Polymarket https://eventwaves.substack.com/p/kpmg-audited-companies-are-trading
Zapier Updates: AI Guardrails & Governance Controls https://zapier.com/blog/february-2026-product-updates/
Record Numbers of Workers Are Raiding Their 401(k) Savings https://www.wsj.com/personal-finance/retirement/401k-hardship-withdrawals-record-vanguard-2025
For Some Small Businesses, a Tariff Refund Isn't Worth the Pain of Pursuing It https://finance.yahoo.com/news/small-businesses-tariff-refund-isnt-worth-pain-pursuing-it.html
Trump's IRS Lawsuit Offers Lessons on Privacy and Legal Process
Democrats Unveil Bill to Resurrect Direct File https://www.accountingtoday.com/news/democrats-unveil-bill-to-resurrect-direct-file
I.R.S. Tactics Against Meta Open a New Front in the Corporate Tax Fight https://www.nytimes.com/2026/02/24/business/irs-meta-tax-ireland.html
IRS Should Open Trump Accounts for Eligible Children Automatically, AICPA Says
NASBA Urges U.S. Department of Education to Restore "Professional" Status for Accounting Degrees https://nasba.org/blog/2026/03/05/status-for-accounting-degrees/ Need CPE? Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch | |||
| The AI Agent That Can Do A Partnership Tax Return | 03 Mar 2026 | 01:09:37 | |
Can an AI prep a partnership return on its own? Blake and David dig into Basis’s $100M unicorn claim, Intuit’s OpenAI/Anthropic tie-ups and Claude Cowork, and what it means for firms. They also cover how to capitalize on tariff refund lawsuits, the Senate’s push to regulate tax preparers, and the SEC weighing twice-a-year reporting—plus a quick warning about the fake “IRS locker” scam. You’ll learn where AI helps now, what to watch, and how to advise clients. Sponsors Chapters
Show Notes Supreme Court Strikes Down Trump's Sweeping Tariffs Trump's New Tariffs Under Section 122 Are Probably Also Illegal https://edition.cnn.com/2026/03/01/business/trump-tariffs-supreme-court-section-122 1,800+ Companies Suing for $130 Billion in Tariff Refunds AI-for-Accounting Startup Basis Hits $1.15 Billion Valuation Intuit and Anthropic Partner to Bring Custom AI Agents to Consumers and Businesses Intuit Q2 2026 Earnings Call Transcript IBM Shares Plunge as Anthropic Touts COBOL Modernization Efforts AI Won't Replace Accounting Platforms — It Will Make Them More Important https://diginomica.com/ai-wont-replace-accounting-platforms-it-will-make-them-more-important Audit Enforcement Plummeted Last Year https://www.accountingtoday.com/news/audit-enforcement-plummeted-last-year Senate Finance Committee Proposes to Regulate Tax Preparers, Improve IRS Administration SEC to Fast-Track Proposal for Semi-Annual Public Company Reporting Tax Nerd Bets Life Savings Against DOGE on Kalshi — and Wins https://techcrunch.com/2026/02/25/an-accountant-won-a-big-jackpot-on-kalshi-by-betting-against-doge/ Should We Be Concerned That More Than Half of New CPA Licenses in Washington State Went to International Candidates? IRS Failed to Equip New Hires in 2024 https://www.accountingtoday.com/news/irs-failed-to-equip-new-hires-in-2024 South Korean Crypto Exchange Bithumb Accidentally Gives Away $40+ Billion in Bitcoin Michigan Man Loses $1 Million in IRS Impersonation Scam https://www.cpapracticeadvisor.com/2026/02/23/michigan-man-loses-1-million-in-irs-scam/178591/ Need CPE? Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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 Podcas... | |||
| Tariff Refund Opportunity for Accountants & Taxpayers Don't Trust AI | 24 Feb 2026 | 01:02:53 | |
SCOTUS just struck down Trump’s global tariffs—so who gets the $133B back, and how can firms capture advisory fees helping clients claim refunds? Blake and David unpack importer-of-record refunds, contingency-fee questions, and why “that’s pure profit.” Plus: taxpayers’ trust in AI tax prep is falling, creators’ $205B economy is a prime niche, TurboTax’s Uber-to-the-office play, Big Law’s $3,400/hour AI squeeze, and Dawn Brolin’s nonprofit sending first-timers to conferences you can support. Sponsors Chapters
Show Notes Supreme Court Rules 6-3 That IEEPA Does Not Authorize the President to Impose Tariffs https://www.supremecourt.gov/opinions/25pdf/24-1287_4gcj.pdf
Supreme Court Strikes Down Most of Trump's Tariffs in a Major Blow to the President
Supreme Court Strikes Down IEEPA Tariffs — What Now?
IRS Average Refunds Up $200 This Filing Season https://www.accountingtoday.com/news/taxpayers-hesitant-to-trust-ai-to-prepare-tax-returns
Most Taxpayers Trust Tax Pros Over AI for Tax Preparation, Survey Finds
Online Creators Worried About Finances and Income Taxes — A Growing Opportunity for Tax and Accounting Pros
Intuit TurboTax Delivers the Ultimate "Done-For-You" Tax Experience Powered by AI and Human Intelligence With Uber Rides
US Companies Pay More Taxes Abroad Than Here https://www.accountingtoday.com/news/us-companies-pay-more-taxes-abroad-than-here
IRS Falls Far Short on Paperless Processing Goal https://www.accountingtoday.com/news/irs-falls-far-short-on-paperless-processing-goal
Will the OBBBA Gambling Deduction Change Be Reversed? https://www.natptax.com/news-insights/blog/will-the-obbba-gambling-deduction-change-be-reversed/
Kim Kardashian's Clothing Company Settles New Jersey Sales Tax Allegations
Big Tech Accounting Creates a Blind Spot in the AI Boom https://news.futunn.com/en/post/68828373/big-tech-accounting-creates-a-blind-spot-in-the-ai
KPMG Partner in Australia Fined Over Using AI to Pass AI Test
Lawmakers Seek to Penalize DoD if It Fails to Pass a Clean Audit
New Hubstaff Research Finds Workers Average Only 2–3 Hours of Focus Time Per Day | |||
| The Best & Worst Firms in Accounting with Dom Piscopo | 16 Feb 2026 | 01:00:28 | |
Which accounting firms really deliver sane hours and happy teams? Dom Piscopo (Big Four Transparency) reveals this year’s best—and worst—by job satisfaction and hours, including surprising outliers. Blake and David also unpack how AI startups are carving up PwC-style services, why Hazel AI rattled wealth managers and Intuit/Xero stocks, and where GLs still hold a moat. Plus, a practical way to use AI for W‑4/withholding—and an accountant’s take on Carvana’s too-good-to-be-true margins. Sponsors Chapters
Valentine's Day Spending Expected to Reach New Records https://nrf.com/media-center/press-releases/valentine-s-day-spending-expected-to-reach-new-records
Survey: Most Couples Keep At Least Some Of Their Money Separate https://www.bankrate.com/credit-cards/news/couples-finances/
Survey: 2 In 5 Americans In A Relationship Have Kept A Financial Secret From Their Partner https://www.bankrate.com/credit-cards/news/financial-infidelity-survey-2025/
AI Tax App Crashes Financial Stocks on Wall Street https://cpatrendlines.com/2026/02/10/ai-tax-app-crashes-financial-stocks-on-wall-street/
Americans Are Asking AI for Money Advice, But Should They Trust It? https://www.bestmoney.com/financial-advisor/learn-more/do-americans-trust-fin-ai
82% trust AI for financial information and guidance https://www.accountingtoday.com/news/82-trust-ai-for-financial-information-and-guidance
Intuit Is Down 33% Year to Date. Here's Where the Stock Could Be Headed in 2026
Intuit Stock Is Down 24% Already In 2026. Time to Buy? https://www.fool.com/investing/2026/01/30/intuit-stock-is-down-24-already-in-2026-time-to-bu/
Xero (ASX:XRO) Shares Crash 13% in Tech Selloff—Broker Urges Hold https://kalkine.com.au/news/technology/xero-asxxro-shares-crash-13-in-tech-selloffbroker-urges-hold
Xero share price slides 14% in a week — what to watch next for ASX:XRO https://ts2.tech/en/xero-share-price-slides-14-in-a-week-what-to-watch-next-for-asxxro/
I've tested and ranked the 10 best vibe coding tools in 2026 https://www.techradar.com/pro/best-vibe-coding-tools
Your Complete Guide To Vibe Coding Tools In 2026: Build Apps Just By Talking To AI https://softtechhub.us/2026/02/11/guide-to-vibe-coding/
AI startup Replit launches feature to vibe code mobile apps https://www.cnbc.com/2026/01/15/ai-startup-replit-launches-feature-to-vibe-code-mobile-apps.html
Vibe coding - Wikipedia https://en.wikipedia.org/wiki/Vibe_coding
What's actually driving Carvana's margins?
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsori... | |||
| The Most Famous Accountant In The World Is A DJ | 11 Feb 2026 | 00:54:33 | |
What happens when AI starts cutting audit bills? Blake and David unpack KPMG’s push for a 14% fee cut from Grant Thornton, Botkeeper’s shutdown versus Pilot’s “AI accountant,” and how agents like Claude are already doing real client work. You’ll hear why entry-level roles are vanishing, what tax pros need to know about the IRS’s new e-payment push and Tax Pro Account upgrades, plus a fun detour: DJ John Summit’s Tax Day album. Sponsors Chapters
Show Notes KPMG pressed its auditor to pass on AI cost savings Botkeeper is Closing Its Doors Botkeeper shuts down Anthropic AI Tool Sparks Selloff From Software to Broader Market AI fears pummel software stocks: Is it 'illogical' panic or a SaaS apocalypse? Pilot launches fully autonomous AI bookkeeper Pilot Rolls Out Fully Autonomous AI Accountant Pilot Unveils AI Accountant Startup Accrual Officially Launches with $75M in Funding to Bring AI-Native Automation to Accounting Tax platform Accrual launches with AI automation support for all forms Accrual Launches with $75 Million to Bring AI-Native Automation to Accounting Goldman Sachs leads $75 million funding round for Fieldguide, an AI-native accounting and audit platform Fieldguide Raises $75M Series C Round to Boost Audit and Advisory Firms' Agentic AI Capabilities Fieldguide Raises $75M Series C from Goldman Sachs to Help Audit and Advisory Firms Grow with Agentic AI Trump, two sons, Trump Org sue IRS, Treasury for $10 billion over tax records leak Trump sues IRS and Treasury Department for $10 billion over leaked tax records Trump Sues Treasury and IRS for $10 Billion Over Tax Data Leak KPMG Brings Aboard AI Development Platform PrivateBlok KPMG acquires PrivateBlok, team will support AI developments KPMG Bolsters AI Product Development Function... | |||
| AI Could Displace 50% of Entry-Level White-Collar Jobs | 04 Feb 2026 | 01:01:14 | |
Could AI wipe out half of entry-level accounting roles? Blake and David recount a brazen “courier scam” on David’s porch to unpack how deepfakes and spoofed calls fuel today’s fraud (“less than 10% can tell AI video from real”). You’ll learn practical controls—family code words, approval workflows—plus hands-on AI updates: Claude’s Excel plugin and desktop agent, Gusto payroll in ChatGPT, and a prompt that forces AI to ask clarifying questions and wait for “go.” Sponsors Chapters
Show Notes AI fakery turbo-charging fraud, cyber attacks The Turing Reel The Adolescence of Technology Long-term Fears Build As 60% of U.S. Workers Say AI Will Cut More Jobs Than It Adds In 2026 ADP® Accelerates AI Leadership with Launch of New AI Agents Designed to Solve Workforce Challenges Exclusive: Gusto launching payroll inside ChatGPT Trump DOT Plans to Use Google Gemini AI to Write Regulations Intuit Launches New Career Pipeline Program to Empower the Next Generation of Accountants in the AI Era
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
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 Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Transcripts The full transcript for this episode is available by clicking on the Transcript tab at the top of this page | |||
| Fiscal State of Nation Act & Solving for CPA Mobility with Lindsay Patterson | 26 Jan 2026 | 01:07:09 | |
Are you accidentally breaking CPA rules across state lines? Guest Lindsay Patterson, CPA CIA breaks down the new mobility landscape after alternative licensure paths—and the surprising data firms must track to avoid fines, failed peer reviews, and redoing audits. Plus: Congress’s Fiscal State of the Nation bill, Deloitte’s PR storm, QuickBooks’ AI reconciliation, and what’s driving a rebound in accounting majors. Walk away knowing where to get licensed, what triggers penalties, and how to protect your firm. Sponsors Chapters
Meet Lindsay Patterson: Show Notes AICPA Urges Congressional Support for Fiscal State of the Nation Act
Deloitte's Disturbing Pattern Allegedly Cost Americans Health Coverage, Delayed Benefits, and the US Government $74B
PCAOB Sanctions Audit Firm, an Owner of That Firm, and a Former Audit Manager for Multiple Violations of PCAOB Rules and Standards
Turnover Experiences in Public Accounting and Alumni's Decisions to 'Give Back'
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: h... | |||
| The CPA Workload Dilemma: Can We Do Better? | 23 Jan 2026 | 00:19:52 | |
Carla McCall shares insights on the challenges faced by the accounting profession, including workload, work-life balance, and the AICPA's role. She addresses misconceptions about the responsibilities of the AICPA, discusses her firm's approach to managing work hours and culture transformation, and highlights the need for creative solutions to attract new talent. The discussion also explores the systemic issue of overwork in large accounting firms and the potential measures that could alleviate these pressures. Meet Our Guest, Carla McCall https://www.linkedin.com/in/carlamccallaaf/ Need CPE? Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Classifieds 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 Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Transcripts The full transcript for this episode is available by clicking on the Transcript tab at the top of this page | |||
| Trust In Accountants At Historic Low, the Fraudster Inside the SBA & IRS | 19 Jan 2026 | 01:04:47 | |
Are we causing our own busy-season chaos? Blake and David break down a simple scheduling system that spreads tax work, trains clients, and slashes extensions. They debate Congress’s barcode bill vs. e-filing, unpack a poll showing GOP support for a millionaire’s tax, and ask what AI really changes when managers still have to review the bots. Plus: IRS CI’s latest wins, whistleblower e-filing, and a Britney tax fight. Sponsors Chapters
Show Notes Are Washingtonians Finally Ready for a State Income Tax? https://www.dhmresearch.com/are-washingtonians-finally-ready-for-a-state-income-tax/
Guess Who Supports a Millionaires Tax in Washington State? Republicans, Poll Finds
Barometer: Firms Brace for a Tough Tax Season https://cpatrendlines.com/2025/10/01/barometer-firms-brace-for-a-tough-tax-season/
IRS Advisory Council blasts defunding of agency https://www.accountingtoday.com/news/irs-advisory-council-blasts-defunding-of-agency
IRS Advisory Council report defends workers, criticizes budget and staff cuts
Internal Revenue Service Advisory Council PUBLIC REPORT January 2026 https://www.irs.gov/pub/irs-pdf/p5316.pdf
Lengthy grudge motivated Brown mass shooting, MIT professor killing: Sources
A Reddit post helped find MIT and Brown shooting suspect. Here's what we know https://www.npr.org/2025/12/19/nx-s1-5649528/brown-mit-shooter-what-we-know
Former SBA and IRS Employee Charged with Using Government Positions to Steal Millions from COVID Relief Programs
Hampton woman accused of using federal jobs to steal pandemic relief funds
House advances bill to speed tax return processing via barcodes https://www.accountingtoday.com/news/house-advances-bill-to-speed-tax-return-processing-via-barcodes
BARCODE Efficiency Act Brings Overdue Modernization to the IRS https://atr.org/barcode-efficiency-act-brings-overdue-modernization-to-the-irs/
Utah and Doctronic Announce Groundbreaking Partnership for AI Prescription Medication Renewals
Utah allows nation's first AI drug prescriptions https://www.axios.com/local/salt-lake-city/2026/01/07/utah-ai-drug-prescriptions-doctronic
Nurses Continue to Lead in Honesty and Ethics Ratings https://news.gallup.com/poll/700736/nurses-continue-lead-honesty-ethics-ratings.aspx
Americans' Ratings of U.S. Professions Stay Historically Low https://news.gallup.com/poll/655106/americans-ratings-professions-stay-historically-low.aspx
Britney Spears disputes $600K tax claim https://www.accountingtoday.com/news/britney-spears-disputes-600k-tax-claim
Britney Spears Fighting With IRS Over $600,000 https://www.tmz.com/2025/12/19/britney-spears-fighting-with-irs-taxes/
Right Now, Managing AI Agents is About as Much Work as Managing Humans. Just Different Work. https://www.saastr.com/right-now-managing-ai-agents-is-about-as-much-work-as-managing-humans/
The 'Godfather of SaaS' says he replaced most of his s... | |||
| Instead of Armed IRS Agents We Got Armed ICE Agents | 14 Jan 2026 | 00:56:50 | |
Raids replaced audits, and guns replaced spreadsheets. Blake and David connect the dots from Minnesota's sprawling public-assistance fraud to a decade of IRS budget cuts and ICE crackdowns. You'll learn why enforcement shifted from prevention to raids, what California's one-time billionaire tax really proposes, how new AICPA rules could hit PE-backed firms, and why a botched audit didn't cost PwC its client, plus one pro tip to level up your Excel game. Sponsors Chapters
Show Notes Judge hits pause on IRS sharing taxpayer information with ICE Federal Agents Pepper Spray Protesters During Tucson Taco Giro Raid Poll: Nearly Half of Americans Think Their Financial Security Is Worsening California Billionaire Tax Act (2026 Billionaire Tax Act - PDF) Vrbo Parent Company Sues Michigan Over $18.8 Million Tax Bill AICPA Seeks Comment on Ethics Rules Update for Alternative Practice Structures WH Smith asks shareholders to support PwC despite audit error I won the Microsoft Excel World Championship. Here's what every office worker should know about Excel. https://www.yahoo.com/lifestyle/articles/won-microsoft-excel-world-championship-093001306.html Need CPE? Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
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 Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Transcripts The full transcript for this episode is available by clicking on the Transcript tab at the top of this page | |||
| Can AI Replace “Thought Leaders”? A 2026 Reality Check | 08 Jan 2026 | 00:50:33 | |
Think AI will free you from ‘mundane bookkeeping’ so you can do advisory? Blake and David say it’s the opposite. Hear how owners already use AI as a de facto CFO, why drafting narratives—not matching bank feeds—is the real win, what the ‘AI premium’ means in a billable-hour world, and the two numbers firm owners should track in 2026: monthly recurring revenue and bottom-line profit. Sponsors Chapters
Show Notes These Small-Business Owners Are Putting AI to Good Use
AI Thought Leaders Survey 2026: Process Predictions
Tech Spending Outpacing People Spending as Firms Adopt AI
How Much is the 'AI Premium?' https://www.accountingtoday.com/list/how-much-is-the-ai-premium
AI Can't Replace Accountants. When Could It? https://www.accountingtoday.com/list/ai-cant-replace-accountants-when-could-it
Accounting in 2026: The Year Ahead in Numbers
AI Vending Machine Lost $1,000 to Social Engineering
Anthropic's Project Vend Phase 2 https://www.anthropic.com/research/project-vend-2
Trump Commutes Sentence of Private Equity CEO Convicted of Fraud
Trump Commutes 7-Year Prison Sentence of Former Private Equity CEO David Gentile
California's Controversial Wealth Tax Proposal Leaves Billionaires With Little Way Out
California Could Impose a Billionaire Tax. Here's How It Would Work
New Tax on the Wealth of Billionaires https://lao.ca.gov/BallotAnalysis/Initiative/2025-024
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
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 Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Transcripts The full transcript for this episode is available by clicking on the Transcript tab at the top of this page | |||
| $95 Million Missing—and Still a Clean Audit? | 05 Jan 2026 | 01:09:43 | |
How does $95 million go missing at a bank—and still get a clean audit? Blake and David unpack the Evolve Bank/Synapse meltdown, what auditors missed, and how SOC reports fall short. Plus: the penny shortage pushing cash rounding at the register, the shocking stat that even 29% of partners don’t know partner pay, and the case for semiannual reporting. Walk away with practical takeaways for clients, staff, and your own firm. Sponsors Chapters
Show Notes Square Enables Penny Rounding https://squareup.com/us/en/press/penny-rounding
CFPB Allocates $46 Million To Synapse/Evolve Victims In First-Ever Fintech Bailout https://fintechbusinessweekly.substack.com/p/cfpb-allocates-46-million-to-synapseevolve
The 2025 Accounting Today Salary Survey https://www.accountingtoday.com/list/the-2025-accounting-today-salary-survey
The Ultimate 2026 Accounting Salary Guide https://blog.workday.com/en-us/ultimate-2026-accounting-salary-guide.html
Deloitte's CTO: companies are spending 93% on tech and only 7% on people and that has to change
Accounting firm waited 18 months to announce breach https://cybernews.com/security/sax-data-breach-quarter-million-exposed/
Should Public Companies Move to Semi-Annual Reporting? https://www.cpajournal.com/2025/12/19/should-public-companies-move-to-semi-annual-reporting/
United States Mint Hosts Historic Ceremonial Strike for Final Production of the Circulating One-Cent Coin
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Classifieds 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 Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Transcripts The full transcript for this episode is available by clicking on the Transcript tab at the top of this page | |||
| What Tax Pros Charge & the PE "Dumpster Fire" | 29 Dec 2025 | 00:56:36 | |
Is private equity turning firms into a 'dumpster fire'? Blake and David unpack Accounting Today's survey showing partners are upbeat while staff are sour on PE. They hit Andersen's $176M IPO, why Big Four ties to Big Tech raise independence questions, and how AI could finally kill the billable hour. Plus, what tax pros really charge in 2025 - and the wild 'Middle Finger Ranch' fraud. Sponsors Chapters
Show Notes PE in accounting firms: From 'dumpster fire' to excitement https://www.accountingtoday.com/news/pe-in-accounting-firms-from-dumpster-fire-to-excitement
Andersen Group Shares Gain 47% After $176 Million US IPO
Andersen goes public, hits $2.6B valuation https://thefinancestory.com/andersen-group-ipo-2-6b-valuation
The Big Four consulting firms are embedded in Big Tech. Here's who audits each of the Magnificent 7 companies
What do tax preparers charge? https://www.accountingtoday.com/news/what-do-tax-preparers-charge
How much do tax professionals charge in 2025? Insights from NATP's Fee Study
U.S. economic growth surges in third quarter to 4.3% https://www.washingtonpost.com/business/2025/12/23/gdp-economy-consumer-spending/
The US economy expanded at the fastest pace in two years as wealthier Americans kept spending https://www.cnn.com/2025/12/23/economy/us-gdp-q3
Kansas accountant diverted family funds to fictitious 'Middle Finger Ranch'
Kansas Accountant, Who Created Fictitious 'Middle Finger Ranch' for Fraud Scheme, Sentenced to 4 Years in Jail
PCAOB to tighten budget in 2026 https://www.accountingtoday.com/news/pcaob-to-tighten-budget-in-2026
PCAOB Approves 2026 Budget https://pcaobus.org/news-events/news-releases/news-release-detail/pcaob-approves-2026-budget
Accounting Firms Must Stop Charging for Time https://cpatrendlines.com/2025/12/02/accounting-firms-must-stop-charging-for-time/
Dirty money gangster jailed over plot worth almost £12m https://www.dailyrecord.co.uk/news/scottish-news/dirty-money-gangster-jailed-over-36410033
PCAOB Sanctions CPA for Violations Related to Audit Evidence and Her Former Audit Firm for Quality Control Issues
Ahead of Tax Filing Season, Warren, King, 15 Senators Warn of Tax Filing Chaos After Trump Admin Attacks on IRS
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info?&n... | |||
| The CPA Who Controls Epstein's Fortune | 22 Dec 2025 | 00:58:20 | |
Sponsors Chapters
Show Notes The CPA and the Lawyer Who Served Jeffrey Epstein—and Control His Fortune and Secrets Taking a gamble on prediction market taxation Lawyer sues IRS to recognize pets as dependents SEC Charges Shiloh Luckey The FBI is investigating a startup founder accused of using VC money to pay for her house and a Caribbean wedding Intuit taps Circle's USDC to add stablecoin payments across TurboTax and QuickBooks Intuit and Circle Partner to Unlock the Future of Money Movement with Stablecoins AI Is Reshaping Accounting Jobs by Doing the "Boring" Stuff Human + AI in Accounting: Early Evidence from the Field IRS-CI issues fiscal year 2025 annual report showcasing banner investigative results IRS Criminal Investigation uncovers $10.6B in financial crimes Dext warns businesses over losses from ChatGPT-style financial advice ChatGPT tax advice already costing UK firms, say accountants Trump admin to hire 1,000 specialists for 'Tech Force' to build AI, finance projects OPM Launches US Tech Force to Implement President Trump's Vision for Technology Leadership Double Raises $6.5 Million Series A from Album Ventures, Jack Altman, and Y Combinator to Double Accountants' Productivity https://www.businesswire.com/news/home/20251210027851/en/Double-Raises-$6.5-Million-Series-A-from-Album-Ventures-Jack-Altman-and-Y-Combinator-to-Double-Accountants-Productivity Zoho announces enterprise billing, spend management products Zoho Announces Zoho Spend and Zoho Billing Enterprise Edition AI giving scammers new tricks, enhancing old ones From secure to spooked: White-collar workers face rising job fears | |||
| The IRS Agents Who Will Watch OnlyFans At Work | 15 Dec 2025 | 00:59:36 | |
Will IRS agents have to watch OnlyFans to police the new “no tax on tips” deduction? Blake and David unpack the wild twist: a study showing that women-led audit teams deliver higher-quality work at lower fees, and why AI could finally kill the billable hour. They hit PCAOB’s AI/PE crackdown, KPMG’s AI exam cheating, AI‑written financial reports, Meta’s off‑balance‑sheet data center, the IRS Math Act, and new child investment accounts. Walk away with policy context and practical tech takeaways. Sponsors Chapters
Show Notes Coming soon! Need CPE? Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Classifieds 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 Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Transcripts The full transcript for this episode is available by clicking on the Transcript tab at the top of this page | |||
| Trump's Department of Education Says Accountants Aren't Professionals | 08 Dec 2025 | 01:03:51 | |
Are accountants no longer “professionals”? We unpack the DOE proposal that could slash grad loan limits—and what AICPA/NASBA plans to do about it. Plus: Deloitte’s AI-made citations, EY’s audit turnaround, PwC’s end‑to‑end AI audit ambitions, and OpenAI’s circular investment into accounting rollups. We also cover Xero’s new auto‑reconcile, Intuit’s small‑biz data ad play, and two practical wins: Google’s shared inboxes and unexpected networking tactics for landing that first job. Sponsors Chapters
Show Notes Department of Education Accounting Professional Degree Classification
Accountants Inexplicably Deemed "Not Professional" Under OBBBA Student Loan Rules
Department of Education Unclassifies Accounting as a Professional Degree
Deloitte allegedly cited AI-generated research in a million-dollar report for a Canadian provincial government https://fortune.com/2025/11/25/deloitte-caught-fabricated-ai-generated-research-million-dollar-report-canada-government/
Major N.L. healthcare report contains errors likely generated by A.I.
N.L. asks Deloitte to carry out review after 'incorrect' citations found in $1.6M provincial health plan https://www.cbc.ca/news/canada/newfoundland-labrador/nl-deloitte-citations-9.6990216
OpenAI's investment into Thrive Holdings is its latest circular deal
Thrive-backed accounting firm Crete to spend $500 million in AI roll-up
Crete PA plans $500 million spend to buy and upgrade accounting firms with AI
OpenAI takes an ownership stake in Thrive Holdings to accelerate enterprise AI adoption
Trump Tariffs: The Economic Impact of the Trump Trade War
IEEPA Tariffs Are Down from April Threats https://taxfoundation.org/blog/ieepa-tariffs-rates-down-april-threats/ Intuit SMB MediaLabs Audiences Now Available on The Trade Desk Platform
Intuit SMB MediaLabs | Advertising Network
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
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| What Americans Are Most Afraid of Discussing at Thanksgiving | 28 Nov 2025 | 00:51:31 | |
Do money talks make your family squirm more than politics? In this Thanksgiving mailbag, Blake and David dig into a Bankrate survey on taboo money chats, the grim 2026 grad job market, and the maze of CPA experience sign-offs after NASBA’s program vanished. You’ll hear practical career advice (big firm vs. small, starting bookkeeping), what AI can and can’t do for accountants today, plus news on audit partners’ outlook and tariff shifts hitting grocery bills. Sponsors Chapters
Show Notes Companies Predict 2026 Will Be the Worst College Grad Job Market in Five Years
Survey: Americans would rather discuss politics or religion than what's in their bank accounts https://www.bankrate.com/banking/financial-taboos-survey/
Audit partners feel more optimistic about economy
Trump lowers tariffs on coffee, beef and fruits, as Americans' concerns about affordability grow https://www.cnn.com/2025/11/14/economy/lower-tariffs-coffee-beef-bananas-produce
Georgia Accountant Arrested After Allegedly Tearing Down Trump Sign, Shooting at North Carolina Man's House
Measuring AI Ability to Complete Long Tasks https://metr.org/blog/2025-03-19-measuring-ai-ability-to-complete-long-tasks/ Need CPE? Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch 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. Sponsorships Are you interested in sponsoring The Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
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| Intuit's $100m/yr OpenAI Deal & How Tech Companies Juice Profits | 22 Nov 2025 | 00:59:53 | |
Blake breaks down how AI can help with cost segregation and explains why AI currently works best on tasks that take humans 2-5 minutes. Michael Burry is betting against AI companies, claiming they're manipulating earnings by stretching server depreciation from 3-4 years to 5-6 years, adding billions to their bottom lines. Also covered: Intuit's $100 million annual OpenAI deal to integrate QuickBooks and TurboTax into ChatGPT, new bank evidence in the Rippling corporate espionage case, and a survey showing 10% of adults are acting on AI tax advice despite error rates up to 50%. Sponsors Chapters
Show Notes AI Is Now a First Stop for Tax and Investing Questions - CPAs Need a Playbook Fast
19% lost $100 or more on bad AI financial advice https://www.accountingtoday.com/news/19-lost-100-or-more-on-bad-ai-financial-advice
Intuit to pay OpenAI over $100 million for model access, ChatGPT integrates with TurboTax https://www.cnbc.com/2025/11/18/intuit-pays-openai-100-million-turbotax-integrates-chatgpt.html
Intuit Strikes $100M Deal to Bring TurboTax and QuickBooks Into ChatGPT https://www.eweek.com/news/intuit-100m-chatgpt-deal/
Intuit signs $100M+ deal with OpenAI to bring its apps to ChatGPT https://techcrunch.com/2025/11/18/intuit-signs-100m-deal-with-openai-to-bring-its-apps-to-chatgpt/
Intuit and OpenAI join forces on new AI-powered experiences https://openai.com/index/intuit-partnership/
'Big Short' investor Michael Burry accuses AI hyperscalers of artificially boosting earnings
Michael Burry Hits Back At Critics: Accuses AI Companies Of 'Suspicious Revenue Recognition' And Depreciation Gimmicks: 'Fraud, Not A Flywheel'
Fireside chat with PCAOB acting chair George Botic https://www.accountingtoday.com/opinion/fireside-chat-with-pcaob-acting-chair-george-botic
New Banking Records Prove Deel Paid Thief Who Stole Trade Secrets from Rippling
Newly unsealed documents tie Deel to payments for alleged Rippling spy, while Deel points to witness incentives https://www.calcalistech.com/ctechnews/article/h1ysgtng11l
FASB Says Certain Costs of Leases Standard Were Significantly Higher Than Expected
FASB finds leases standard was costlier than expected https://www.accountingtoday.com/news/fasb-finds-leases-standard-was-costlier-than-expected
NJ's once-stalled CPA licensing bill advances after 'surprise' vote
Indigenous accounting and exchange at Monte Sierpe ('Band of Holes') in the Pisco Valley, Peru
Peru's ancient 'band of holes' mystery may be solved https://edition.cnn.com/2025/11/21/science/peru-band-of-holes-mystery Need CPE? Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on | |||