- 1 hour 3 minutesWhat's New from Intuit Connect, CCH Connections, & SuiteWorld
Will faster tax prep mean shorter hours—or just more returns to review? Blake Oliver and David Leary compare AI announcements from Intuit Connect, NetSuite SuiteWorld, and CCH Connections. They also explore how Digits, Kick, and Gusto connect accounting data to tools like Claude and ChatGPT. Learn where automation could save time, create new bottlenecks, and push firms to rethink hourly billing.
Sponsors
Cloud Accountant Staffing - http://accountingpodcast.promo/cas
Canopy - http://accountingpodcast.promo/canopy
OnPay - http://accountingpodcast.promo/onpay
Kick.co - http://accountingpodcast.promo/kick
Chapters- (00:00) - Bitcoin Audit Reality Check
- (00:19) - Show Intro and Events Preview
- (02:22) - Intuit Connect vs SuiteWorld AI
- (04:13) - Intuit Accountant Suite Tour
- (09:14) - Industry Editions and AI Agents
- (13:12) - AI Pricing and Token Costs
- (17:10) - CCH Connections First Impressions
- (20:42) - Keynote Generic vs Domain AI
- (22:14) - Agentic Tax Prep Demo Walkthrough
- (24:37) - Capacity Burnout and Billing Models
- (27:24) - Document Gathering K1 Bottleneck
- (28:27) - AI ROI Reality Check
- (29:18) - Tax Planning Upside
- (31:29) - Seeing Demos Live
- (32:20) - Audit Agents Expansion
- (33:16) - Intuit Connect Observations
- (36:18) - Digits Multi Entity Push
- (39:07) - MCPs Open vs Closed
- (45:04) - Kick MCP Workflows
- (48:47) - Crypto Audit Cautionary Tale
- (56:38) - Gusto MCP and Slack
- (59:41) - Wrap Up and CPE Tips
Show Notes
Intuit Expands Intelligence Platform to Power the Next Era of Accounting Firm and Business Growth
NetSuite Advances Vision for an Autonomous Suite
Intuit Accountant Suite Fall 2026 Updates
https://www.firmofthefuture.com/product-update/intuit-accountant-suite-fall-2026-updates/
Intuit Expands Industry Roster for Intuit Enterprise Suite, Steps Up Midmarket Game
Intuit to Acquire AI-Native Revenue Management Platform Sequence
NetSuite QuickStart Gives US Tech Startups a Free Route Into Its ERP
https://erp.today/netsuite-quickstart-gives-us-tech-startups-a-free-route-into-its-erp/
Wolters Kluwer Launches Agentic Tax Preparation in CCH Axcess, the Agentic Platform for Tax and Accounting
https://www.wolterskluwer.com/en/news/wolters-kluwer-launches-agentic-tax-preparation-in-cch-axcess
Wolters Kluwer Expands Agentic Tax and Audit Capabilities in CCH Axcess
Wolters Kluwer Partners with Inscope to Launch Agentic Financial Statement Preparation in CCH Axcess
Digits Touts Multi-Entity Support
https://www.accountingtoday.com/news/digits-touts-multi-entity-support
Digits Launches Write MCP: The Safe Way for AI Agents to Do Accounting
Kick MCPhttps://www.kick.co/changelog/kick-mcp
Bitcoin Treasury Datavault AI Says It Can’t Access Its BTC, Stock Tankshttps://decrypt.co/382116/bitcoin-treasury-datavault-ai-stock-crashes-cant-access-btc
Datavault AI Inc. Form 8-Khttps://www.sec.gov/Archives/edgar/data/0001682149/000110465926118772/tm2628100d1_8k.htm
Gusto MCPhttps://gusto.com/product/integrations/gusto-mcp
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Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.
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5 November 2026, 7:00 pm - 59 minutes 42 secondsMinus AI, US Edging Toward Recession & Unauthorized Agents Accessing Banks
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
Digits - http://accountingpodcast.promo/digits
Numeral - http://accountingpodcast.promo/numeral
OnPay - http://accountingpodcast.promo/onpay
Cloud Accountant Staffing - http://accountingpodcast.promo/cas
Chapters- (00:00) - Recession With AI Boost
- (00:47) - TurboTax Storefront Mystery
- (04:37) - CCH Conference AI Preview
- (06:21) - Banks Block AI Agents
- (10:03) - Stripe Treasury Agents Rise
- (12:41) - Permissioned Access Fix
- (18:43) - Zapier MCP Lawyer Workflow
- (24:36) - Token Spend Spirals
- (28:13) - Shared AI Orchestration Layers
- (29:40) - AI Layer Missed
- (30:46) - Standardize vs Customize
- (35:03) - Memory Costs Tokens
- (37:17) - Inbox Automation Wins
- (40:01) - Scaling Past Demos
- (41:33) - Firm AI vs Personal
- (45:07) - PE Rollup AI Bet
- (50:32) - AI Native Firm Risks
- (51:16) - Recession Minus AI
- (54:47) - ROI Reality Check
- (57:25) - Chicago Head Tax
- (58:43) - Wrap Up and CPE
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
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Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.
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Transcripts
The full transcript for this episode is available by clicking on the Transcript tab at the top of this page
29 October 2026, 7:00 pm - 56 minutes 12 secondsFrontier Models Outscore CPAs & What Clients Will Spend on Accounting
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
Cloud Accountant Staffing - http://accountingpodcast.promo/cas
OnPay - http://accountingpodcast.promo/onpay
Finance Accounting Technology Expo - http://accountingpodcast.promo/fate
SavantLabs - http://accountingpodcast.promo/savant
Chapters- (00:00) - AI Search Visibility Crisis
- (00:24) - Show Intro and Headlines
- (02:38) - Livestream Shoutouts
- (03:18) - AI Beats CPAs Study
- (05:40) - Charts Speed and Accuracy
- (08:27) - Why Humans Lag Context
- (10:31) - When AI Plus Human Fails
- (20:00) - AI Native Workflow Shift
- (26:52) - Sams List Client Budgets
- (29:48) - Small Biz Client Focus
- (30:36) - What Clients Actually Want
- (31:35) - Pricing Reality Check
- (34:06) - Startup Budget Mindset
- (36:34) - New Studio Chat
- (37:59) - AI Progress Story
- (43:29) - Ramp Glass Orchestration
- (47:26) - AI Search Disrupts SEO
- (50:41) - How To Get Recommended
- (53:13) - Niche Beats Location SEO
- (55:21) - Wrap Up And CPE
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
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Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.
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Transcripts
The full transcript for this episode is available by clicking on the Transcript tab at the top of this page
22 October 2026, 5:00 pm - 53 minutes 54 secondsCould AI Replace CFOs & Time Tracking 188 IRS Calls
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
OnPay - http://accountingpodcast.promo/onpay
Numeral - http://accountingpodcast.promo/numeral
SavantLabs - http://accountingpodcast.promo/savant
Cloud Accountant Staffing - http://accountingpodcast.promo/cas
Chapters- (00:00) - TAP 508
- (02:40) - Can AI replace executives
- (03:38) - Survey results and divides
- (06:03) - Why AI can't lead yet
- (12:18) - EA tracks IRS call hell
- (13:54) - IRS chatbots and america.gov
- (15:50) - IRS and ICE data sharing
- (17:42) - IRS modernization bill highlights
- (22:45) - Tax fraud and complexity costs
- (25:53) - Influencer deductions in tax court
- (28:00) - Influencer Expenses Denied
- (28:45) - Accountant With Bad Records
- (29:38) - Romance Scam Tax Bill
- (31:25) -
- (33:01) - AI Agents Breach Systems
- (42:13) - Big Law Versus AI Billing
- (47:44) - Illinois AI Audit Mandate
- (52:07) - Meta Muse Integrations
- (52:31) - Wrap Up And Events
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/
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Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.
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7 October 2026, 7:00 am - 1 hour 4 minutesWhen Financial Reports Used to Be Cool & AI's Microwave Moment
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
Cloud Accountant Staffing - http://accountingpodcast.promo/cas
Numeral - http://accountingpodcast.promo/numeral
OnPay - http://accountingpodcast.promo/onpay
Veltrix - http://accountingpodcast.promo/veltrix
Chapters- (00:00) - Staff Are Gone
- (01:52) - Doctor Note AI Warning
- (03:33) - AI Access Controls Lesson
- (06:05) - Annual Reports Design
- (07:59) - Taxing AI Debate
- (13:08) - Audit Judgment Future
- (19:11) - EY Audit Quality Surge
- (23:05) - Meta Muse Microwave Moment
- (29:52) - Apps Handing Off To Claude
- (31:58) - AI As The Interface
- (32:58) - LLMs Become The New OS
- (34:15) - Where AI Captures Value
- (35:29) - Platform Cloning Threats
- (36:26) - Regulation Protects Fintech
- (37:02) - Orchestrating Accounting Agents
- (39:10) - One Universal Business Brain
- (41:53) - Big Four Future In AI
- (46:32) - KPMG Incubator Career Play
- (49:52) - America Solopreneur Boom
- (52:53) - Are Business Filings Real
- (53:53) - Spotify Lessons For Firms
- (58:18) - Accountant Turned Top DJ
- (01:01:13) - Shakira Tax Residency Fight
- (01:02:35) - Wrap Up And CPE Plug
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
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Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.
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1 October 2026, 7:10 pm - 57 minutes 47 secondsTips to Roll Out AI In Your Firm, AI Squeezing Audit Fees
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
Digits - http://accountingpodcast.promo/digits
Thomson Reuters - http://accountingpodcast.promo/taxautomation
OnPay - http://accountingpodcast.promo/onpay
Cloud Accountant Staffing - http://accountingpodcast.promo/cas
Chapters- (00:00) - OnlyFans Tax Evasion
- (00:27) - Podcast Welcome Halloween
- (04:02) - News Lineup
- (06:34) - AI Bubble Warning
- (14:14) - AI Adjusted EBITDA
- (18:07) - SOP Marathon For AI
- (21:19) - AI SOP Workflow Tip
- (26:41) - Christina Ho AI Audits
- (29:22) - Audit Fees Under AI
- (29:55) - Audit Fees Surge
- (30:57) - AI Disrupts Audits
- (33:56) - Solo CPA Audit Firm
- (35:26) - Who Wins and Loses
- (35:52) - Audit Demand Explained
- (36:40) - Tech Enables New Entrants
- (38:26) - Audit Like Cloud Accounting
- (42:00) -
- (43:03) - IRS Refund Nightmare
- (44:33) - OnlyFans Tax Evasion
- (46:51) - Punishing Financial Crime
- (49:59) - Mercury Launches Books
- (52:22) - Can Banks Compete
- (54:33) - Is Mercury Enough
- (56:44) - Wrap Up and CPE
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
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Subscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet 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.
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25 September 2026, 8:00 pm - 49 minutes 9 secondsFeds Target KPMG Polymarket Insider Trading, ComplYant Founder Charged with Wire Fraud
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
Cloud Accountant Staffing - http://accountingpodcast.promo/cas
OnPay - http://accountingpodcast.promo/onpay
Thomson Reuters - http://accountingpodcast.promo/taxautomation
Savant Labs - http://accountingpodcast.promo/savant
Chapters- (00:00) - Client Experience Threat
- (00:30) - Podcast Welcome Banter
- (02:05) - Week's News Rundown
- (04:17) - KPMG Polymarket Probe
- (11:46) - KPMG TaxSim Training
- (13:40) - KPMG OpenAI Headless UI
- (17:13) - Deepfake Defense Stakes
- (18:31) - Revolut Social Engineering
- (20:33) - Compliant CEO Fraud Case
- (25:31) - Xero Influencer Backlash
- (25:41) - Xero Claude Ad Backlash
- (28:57) - Apology and AI Framing
- (29:59) - DIY Taxes With AI
- (34:05) - Client Experience Problem
- (40:15) - IRS AI Fee Guidance
- (43:00) - PwC Leaves Downtown LA
- (44:48) - Wrap Up and CPE
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
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18 September 2026, 6:00 pm - 1 hour 11 minutesEY to Bonus Staff $100M, Deloitte Pays $21M to Settle DEI Case
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
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Thomson Reuters - http://accountingpodcast.promo/taxautomation
Savant Labs - http://accountingpodcast.promo/savant
Cloud Accountant Staffing - http://accountingpodcast.promo/cas
Chapters- (00:00) - Ethics And Job Security
- (00:18) - Show Intro And Headlines
- (02:34) - Livestream Shoutouts
- (03:03) - Claude CoWork Tax Prep
- (06:54) - AI Catches TaxAct Errors
- (11:26) - Accrual Buys Puzzle
- (18:19) - EY Human Skills Bonuses
- (20:33) - Deloitte DEI Settlement
- (27:43) - Salaries And Big Four Fallout
- (31:22) - PwC Evergrande Liability
- (35:03) - Grant Thornton Buys CBIZ
- (36:25) - CBIZ Returns Reality Check
- (37:23) - Marcum Deal And Partner Payouts
- (38:34) - IRS Revenue Hits Record
- (40:50) - Chat Reactions And AI Ledgers
- (44:03) - AI Cost Seg Pitfalls
- (53:00) - Jordan Joins And Origin Story
- (55:06) - Jason Staats Partnership Explained
- (59:37) - Onshoring Portal And Pricing
- (01:04:58) - Candidate Vetting And Training
- (01:09:37) - Meetups And CPE Wrap Up
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
Deloitte to Pay $21.5M to Settle Claims Its DEI Programs Violated Federal Civil Rights Law
Accounting Firm Salaries Rose Slightly This Yearhttps://www.cfobrew.com/stories/accounting-firm-salaries-rose-slightly-this-year
KPMG Australia to Axe 5% of Workforcehttps://www.cfo.com/news/kpmg-australia-to-axe-5-of-workforce-John-Sams/828636/
PwC International Can't Exit Evergrande Case, HK Court Rules
CBIZ Told Grant Thornton No, No, No, Before Saying Yeshttps://cpatrendlines.com/2026/09/01/cbiz-told-grant-thornton-no-no-no-before-saying-yes/
IRS Enforcement Activity Fell Despite Record Tax Collections, TIGTA Says
Cost Segregation in the Age of AI: What the IRS Audit Technique Guidelines Reveal
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Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.
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Transcripts
Th...
10 September 2026, 9:00 pm - 1 hour 15 minutesTurboTax Losing Customers Over Price, Thomson Reuters Builds Own AI
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
Cloud Accountant Staffing - http://accountingpodcast.promo/cas
Thomson Reuters - http://accountingpodcast.promo/taxautomation
OnPay - http://accountingpodcast.promo/onpay
Savant Labs - http://accountingpodcast.promo/savant
Chapters- (00:00) - TAP 503
- (02:47) - Intuit earnings overview
- (03:52) - Meet Hector Garcia
- (04:40) - Intuit stock and AI fears
- (07:57) - TurboTax pricing pressure
- (11:34) - TurboTax Live strategy shift
- (16:12) - TurboTax Live vs firms
- (19:47) - AI plus human bridge
- (22:13) - QuickBooks Free and Light
- (25:54) - Thomson Reuters builds LLM
- (30:29) - Trust security and ownership
- (34:16) - Vertical models disrupt giants
- (35:18) - Copilot partnership pitch
- (36:51) - Bulk AI Adoption
- (38:59) - Rillet Unicorn News
- (39:21) - Workday Buyout Math
- (40:50) - Switching Costs Reality
- (43:12) - Intuit Versus Rillet
- (45:26) - How Rillet Wins
- (48:18) - AI Spend Line Item
- (51:15) - Stripe Buys OpenRouter
- (53:22) - Reframe Conference Pitch
- (56:01) - Pablo Pledgebar Cautionary
- (57:08) - Britton Joins Board
- (01:01:37) - Student View On PE
- (01:04:57) - Education And AI Concerns
- (01:09:33) - Board Dynamics Explained
- (01:12:12) - Regulation Priorities
- (01:15:13) - Wrap Up And CPE
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
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Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.
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Transcripts
The full transcript for this episode is available by clicking on the Transcript tab at the to...
2 September 2026, 5:00 pm - 1 hour 3 minutesRogue AI Agents, Off-Balance-Sheet AI Financing & Xerocon 2026
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.
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Canopy - http://accountingpodcast.promo/canopy
Thomson Reuters - http://accountingpodcast.promo/taxautomation
OnPay - http://accountingpodcast.promo/onpay
Cloud Accountant Staffing - http://accountingpodcast.promo/cas
Chapters- (00:00) - Welcome to The Accounting Podcast
- (03:00) - Rogue AI Agents Gone Wild
- (07:53) - Controlling Agent Permissions
- (12:08) - Microsoft AI Receivables Surge
- (14:49) - Three Trillion Off Book Commitments
- (17:09) - Meta Hyperion Lease Loopholes
- (21:33) - Bubble Risk and Circular Financing
- (28:24) - XeroCon Highlights and AI Agents
- (32:21) - Bank Reconciliation and Roadmap Gripes
- (34:10) - Conference Vaporware Rant
- (34:37) - Billionaire Tax Preview
- (36:33) - Prop 40 Basics
- (38:40) - Revenue Reality Check
- (42:44) - Residency Cutoff Drama
- (45:01) - Wealth Tax vs Income Tax
- (45:52) - One Time Or Not
- (46:34) - Healthcare Backfill Claims
- (51:42) - Better Ways To Tax
- (55:23) - Constitutional Challenges
- (58:01) - Why Voters Oppose It
- (01:02:09) - Trial Balloon And Wrap Up
Show Notes
Coming soon!
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Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.
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Transcripts
The full transcript for this episode is available by clicking on the Transcript tab at the top of this page
27 August 2026, 2:00 pm - 1 hour 9 minutesNVIDIA AI Funding Deal Has "Shades of Enron" & EY Speeds Audits 125%+
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
Digits - http://accountingpodcast.promo/digits
OnPay - http://accountingpodcast.promo/onpay
Thomson Reuters - http://accountingpodcast.promo/taxautomation
Cloud Accountant Staffing - http://accountingpodcast.promo/cas
Chapters- (00:00) - AI Biggest Audit Shift
- (01:35) - Headlines And Sponsors
- (02:20) - Digits AI Ledger
- (04:02) - Nvidia Deal Explained
- (06:31) - Enron Echoes And SPVs
- (09:46) - Bubble Risks And GAAP
- (12:31) - EY Audit Efficiency Claims
- (15:25) - PCAOB Reports Debate
- (17:40) - OnPay Payroll Sponsor
- (18:53) - FinCEN Ends BOI
- (19:52) - Audit AI Adoption Stats
- (21:08) - PCAOB Must Set AI Rules
- (25:52) - Quarterly Reporting Comments
- (29:17) - Tether Finally Audited
- (33:17) - Thomson Reuters Tax Automation
- (35:07) - Ancient Rome Tax Scam
- (38:45) - Why Tax Fraud Meant Death
- (39:18) - Clients Want AI Dashboards
- (39:45) - Small Firm AI Workflows
- (44:35) - Sponsor Cloud Staffing
- (45:49) - AI Raises Client Demands
- (46:27) - Audit Disruption Debate
- (48:35) - QuickBooks Live Rebrand
- (51:10) - Taiwan Receipt Lottery
- (54:40) - OnPay Benefits Upgrade
- (01:05:17) - Switch Payroll Midyear
- (01:09:19) - Wrap Up And CPE
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
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Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.
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19 August 2026, 4:00 pm - More Episodes? Get the App