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Excel Still Trumps AI, Tariffs Under Threat, QBO Price Increases Justified?
June 05, 2025 · 87 min

What happens when a major newspaper publishes a summer reading list where only five of the 15 books actually exist? Blake and David explore this real example of AI-generated content gone wrong and what it means for accounting professionals who increasingly rely on automated tools. They break down QuickBooks' latest price increases, demonstrate how AI can now build complex consolidation spreadsheets in minutes, and discuss why Excel skills still outrank AI knowledge in finance hiring. Plus, they examine the legal challenges facing Trump's tariff policies, alternative CPA pathway expansion, and hear from accounting student Jason Farley about the dangerous gap between classroom education and real-world cloud accounting practice.

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Chapters(00:48) - Summer Reading List Mishap (02:52) - AI and the Future of Fact-Checking (05:27) - AI Video Generators and Fake News (08:20) - QuickBooks and AI Pricing Debate (09:16) - Elon Musk and Government Efficiency (10:41) - The Big Beautiful Bill and Its Implications (18:29) - Tariffs and Trade Wars (39:48) - Excel vs AI in Finance (42:42) - The Rise of Excel: A Brief History (43:44) - Introducing Perplexity AI: A Versatile Tool (53:56) - Alternative CPA Pathways and Legislative Changes (55:07) - The Role of the PCAOB in Audit Quality (59:25) - Controversies Surrounding IRS Commissioner Nominee Billy Long (01:03:59) - The Future of Accounting Internships and Outsourcing (01:20:20) - Perplexity's Onboarding Process: Results and Insights (01:24:38) - Upcoming Conferences and Closing Remarks  

Show Notes

Chicago Sun-Times fake summer reading list article https://www.chicagosuntimes.com/fake-summer-reading-list-2025

South Carolina passes alternative CPA pathway legislation https://www.scstatehouse.gov/cpa-pathway-legislation-2025

New Jersey alternative CPA pathway bill https://www.njleg.state.nj.us/bills/cpa-alternative-pathway-2025

Oregon CPA licensure reform legislation https://www.oregonlegislature.gov/cpa-pathway-reform-2025

Minnesota CPA education requirements change https://www.revisor.mn.gov/cpa-education-requirements-2025

Illinois CPA pathway legislation https://www.ilga.gov/cpa-pathway-bill-2025

Trump tariffs constitutional challenge court ruling https://www.reuters.com/legal/trump-tariffs-constitutional-challenge-2025

Court of International Trade blocks global tariffs https://www.cit.uscourts.gov/trump-tariffs-ruling-2025

International Emergency Economic Powers Act tariff authority https://www.treasury.gov/ieepa-tariff-authority-analysis

PCAOB elimination provision in tax bill https://www.congress.gov/bill/pcaob-elimination-provision

Billy Long IRS Commissioner confirmation hearing https://www.finance.senate.gov/billy-long-confirmation-hearing

Billy Long tribal tax credits promotion controversy https://www.irs.gov/tribal-tax-credits-fraud-warning

Federal Tax Updates podcast with Danny Werfel https://federaltaxupdates.com/danny-werfel-interview

Solutions Magazine Excel vs AI survey https://solutionsmagazine.com/excel-ai-finance-survey-2025

Microsoft Excel 40th anniversary analysis https://www.technologylab.com/excel-40-years-anniversary

QuickBooks pricing increases for AI features https://quickbooks.intuit.com/pricing-changes-ai-features-2025

Puzzle AI accounting platform pricing https://puzzle.io/pricing

Digits AI bookkeeping service costs https://digits.com/pricing-plans

Uplink AI bookkeeping pricing structure https://uplink.com/ai-bookkeeping-pricing

Altman Dublin AI accounting company funding https://altman.ie/series-a-funding-announcement

Perplexity Labs spreadsheet creation feature https://labs.perplexity.ai/spreadsheet-tools

Microsoft Office bundling strategy vs Lotus 123https://www.computerhistory.org/excel-lotus-competition

Meet our Guest, Chayton Farlee

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

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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.

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