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The Accounting Podcast

The Accounting Podcast

Written by: Blake Oliver & David Leary
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 The Accounting Podcast (formerly the Cloud Accounting Podcast) is the world's #1 accounting, bookkeeping, and tax podcast! Join us weekly for a roundup of accounting news, analysis, and interviews. Plus, earn free NASBA-approved CPE credits for listening with the Earmark app. Learn more at https://earmarkcpe.com.© 2023 Earmark Media LLC Politics & Government
Episodes
  • Perplexity Goes After Tax Prep, IRS Testing Palantir for Audits

    Perplexity Goes After Tax Prep, IRS Testing Palantir for Audits
    Apr 13 2026
    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.SponsorsOnPay - http://accountingpodcast.promo/onpayCloud Accountant Staffing - http://accountingpodcast.promo/casREFRAME 2026 - http://accountingpodcast.promo/reframe2026Wurthy - http://accountingpodcast.promo/wurthyChapters(00:00) - TAP 482(02:37) - Trump Accounts Boom(07:22) - CPE With Earmark(08:38) - Perplexity Targets Taxes(12:32) - AI Agents And Moats(23:43) - Claude Cowork Bookkeeping(30:25) - Digits Outcome Pricing(30:58) - Digits Pay For Performance(31:25) - Zero Touch Guarantee(31:56) - Pricing Power Debate(32:20) - Switching GL Friction(33:11) - Reframe Conference Sponsor(34:26) - AI Security Banter(35:14) - IRS Palantir Snap Audits(39:09) - AI ROI Wrong Math(44:27) - Find The Bottleneck(46:14) - Automate Client Intake(48:02) - Claude PBC Workflow(54:40) - Weekly Close Discipline(56:13) - DHS Tax Extension Story(57:48) - Mentoring And Webinars(59:15) - Future Firm Tech Stack(01:01:45) - Wrap Up And CPE Show Notes4 Million Children Have Been Signed Up for Trump Accounts with 1 Million Claiming the $1,000 Pilot Program Contributionhttps://www.irs.gov/newsroom/4-million-children-have-been-signed-up-for-trump-accounts-with-1-million-claiming-the-1000-pilot-program-contributionIntroducing Computer for Taxeshttps://www.perplexity.ai/hub/blog/introducing-computer-for-taxesThe IRS Wants Smarter Audits. Palantir Could Help Decide Who Gets Flaggedhttps://dnyuz.com/2026/03/30/the-irs-wants-smarter-audits-palantir-could-help-decide-who-gets-flagged/Digits Announces Outcome-Based Pricinghttps://www.accountingtoday.com/news/digits-announces-outcome-based-pricingYour AI Business Case Is Built on the Wrong Mathhttps://www.cfo.com/news/your-ai-business-case-is-built-on-the-wrong-math-throughput-accounting-productivity/816014/Treasury and IRS Announce Tax Filing Relief to DHS Personnelhttps://home.treasury.gov/news/press-releases/sb0431Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks 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.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifieds REFRAME 2026 - http://accountingpodcast.promo/reframe2026Want 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/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page
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    1 hr and 5 mins
  • Treasury Declares US Insolvent, AI Does Taxes (with Kenji Kuramoto)

    Treasury Declares US Insolvent, AI Does Taxes (with Kenji Kuramoto)
    Apr 1 2026
    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.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/casOnPay - http://accountingpodcast.promo/onpayUNC - http://accountingpodcast.promo/uncChapters(00:00) - TAP 481(02:34) - US Insolvency Breakdown(06:04) - Household Budget Analogy(07:49) - GAO Disclaimer Explained(08:37) - AI Tax Prep Agents(11:45) - Kenji Joins the Show(15:07) - Kenji New Role at Basis(19:40) - Basis Agents for CAS(25:36) - AI Skills and Pricing Shift(28:04) - Token Billing and FinOps(33:55) - Tokens Not Timesheets(34:17) - Delve Compliance Fallout(36:18) - Xero Adds Claude AI(38:16) - Who Really Owns Data(41:06) - Ramp Accounting Agent(45:19) - Ramp Budgets Reality Check(48:27) - Canopy Bookkeeping Module(53:11) - Billcom Agents Soapbox(55:09) - Audit Tech Fundraising(56:37) - Tether Finally Gets Audited(59:52) - Costco Tariff Refund Lawsuit(01:02:16) - Wrap Up And CPE Show NotesThe 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 returnhttps://www.accountingtoday.com/news/taxgpt-touts-ai-that-automatically-completes-returns-from-start-to-finish As Tax Deadline Approaches, Consumers Are Going to AI Before Filinghttps://www.pymnts.com/taxes/2026/as-tax-deadline-approaches-consumers-are-going-to-ai-before-filing/ AI Efficiency Gains Push Accounting Firms to Reimagine Pricinghttps://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 Businesseshttps://www.businesswire.com/news/home/20260326956055/en/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 Closehttps://www.prnewswire.com/news-releases/ramp-launches-accounting-agent-to-automate-bookkeeping-with-real-time-close-302686214.html Ramp Launches Ramp Budgetshttps://www.prnewswire.com/news-releases/ramp-launches-ramp-budgets-302667840.html Canopy Unveils Canopy Bookkeeping to Eliminate Month-End Friction for Accounting and CAS Teamshttps://www.morningstar.com/news/business-wire/20260211348515/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 Integrationhttps://www.getcanopy.com/blog/canopy-expands-tax-workflow-with-ai-powered-tax-preparation-through-new-filed-integration Double AI Journal Entrieshttps://doublehq.com/ai-journal-entries/ Tech News: Ramp, Canopy Both Announce AI-Powered Bookkeeping Solutions (includes Bill.com AI agents coverage)https://www.accountingtoday.com/list/tech-news-ramp-canopy-both-announce-ai-powered-bookkeeping-solutions Exclusive: Founded By 2 Brothers In Their 20s, YC-Backed Denki Raises $4.1M To Automate Financial Auditshttps://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 Issuerhttps://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 Costcohttps://fortune.com/2026/03/13/americans-demanding-tariff-refunds-suing-costco-fedex/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks 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.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details,
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    1 hr and 4 mins
  • Fake SOC 2 Reports as a Service & Games for Busy Season

    Fake SOC 2 Reports as a Service & Games for Busy Season
    Mar 26 2026
    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.SponsorsDigits - http://accountingpodcast.promo/digitsCloud Accountant Staffing - http://accountingpodcast.promo/casOnPay - http://accountingpodcast.promo/onpayUNC - http://accountingpodcast.promo/uncChapters(00:00) - TAP 480(01:28) - Sponsor Digits Overview(02:54) - LaGuardia Crash Breakdown(05:36) - Shutdown Staffing Fallout(07:58) - Livestream and CPE Plug(08:49) - Delve SOC 2 Allegations(15:57) - How Fake Audits Happen(20:49) - Sponsor Cloud Staffing(22:00) - Is Anyone Using AI(24:02) - AI for Tax Prep Examples(35:14) - AI Tax Advice Limits(36:04) - Tech Creates More Cleanup(36:41) - OnPay Payroll Sponsor(37:53) - Games To Beat Busy Season(40:42) - Florida Board Threat Averted(44:02) - UNC MAcc Sponsor(45:20) - Guess The Finance App(46:47) - Claude Targets Finance Workflows(50:29) - Will AI Replace The GL(55:07) - Women Partners Progress(01:00:50) - Wrap Up And CPE Show NotesAir Traffic Audio Appears to Show Tower Was Dealing With Incident Before Crash (New York Times via DNYUZ)https://dnyuz.com/2026/03/23/air-traffic-audio-appears-to-show-tower-was-dealing-with-incident-before-crash/ 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)https://www.ficpa.org/news/1cee5313-ce07-47f2-841f-48a95344f6f5:legislative-update-end-of-session-still-pending 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.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks 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.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastWant 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/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page
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    1 hr and 2 mins
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