Suggestions
▪David Leary▪
Advisor - Accounting Ecosystem Evangelist - Co-host Cloud Accounting Podcast - Top 100 Most Influential in Accounting
David Leary is a prominent figure in the small business accounting sector, currently serving as an Advisor at Melio, a company that provides payment solutions for small businesses. He joined Melio in March 2020, shortly before the onset of the COVID-19 pandemic, and played a crucial role in developing products tailored for accountants and bookkeepers during a challenging economic period. His efforts contributed to Melio's rapid growth as businesses shifted to electronic payments, reducing reliance on traditional paper checks.13
In his role at Melio, Leary was instrumental in building a dedicated team focused on serving accountants and their clients. He emphasized the importance of service within the Software as a Service (SaaS) model, aiming to create a supportive environment for accounting professionals. Over time, he helped establish a comprehensive organization within Melio that includes product managers, engineers, sales teams, and support staff.13
As of May 2021, Leary transitioned from a full-time position to an advisory role, where he continues to influence the company's direction while focusing on broader strategic initiatives.1 He is also known for co-hosting The Accounting Podcast, where he shares insights and discussions relevant to the accounting community.2
Highlights
NATP Breaks Up with Intuit & Fat Joe vs. BDO
Blake and David touch on several hot topics in the accounting world, including the fallout from Intuit's controversial TurboTax ad, and the National Association of Tax Preparers cutting ties with the company. They also examine Trump Jr.'s threats against Deloitte, KPMG's support for alternative pathways to CPA licensure, and rapper Fat Joe's recent experiences with BDO.
I'll keep saying it: If you are a cloud accounting firm that has built systems/processes that use @QuickBooks, @xero, or @Plaid bank feeds, @ProcessStreet, @airtable, @zapier, and AI. Create a pitch deck. The VC money is for the taking.
