Awards and Rankings

Kevin Roosa — 28Sales & Business Development Manager, Right NetworksHudson, New Hampshire            www.RightNetworks.com Education: Marquette University 2003-2007. Degrees: Information Technology & Supply Chain ManagementHobbies: I apparently enjoy being frustrated by the game of golf as I continue to do it on a regular basis. I do love being outside, so I will frequently go out […]

Louie Calvin — 37Product Manager — Accounting CS, Thomson Reuters Tax & AccountingDexter, Michigan cs.ThomsonReuters.com Education: BA in Accounting from Adrian College, Adrian, MIHobbies: Hunting, Fishing, Snowmobiling   What are the key areas of your firm that have seen the greatest change in workflow over the past few years? Are you using automated workflow tools? […]

Matt Patrick, CPA — 39Managing Member, Patrick Accounting and Tax Services, PLLCGermantown, TN and Nashville, TN www.patrickaccounting.com, www.typepad.com/theaddaccountant Education: MS in Accounting from University of Memphis; BA Huntingdon CollegeProfessional Associations/Memberships: President, Professional Association of Small Business Accountants; Member, American Academy of Accounting and Tax Professionals; Member, NATPMember, Tennessee Society of CPAsHobbies: Tennis, Golf, Red Sox […]

Melanie Geist, CPA, CGMA — 37Partner, Porter & Geist LPSan Antonio, Texas www.PorterandGeist.com Education: Master of Taxation, University of Texas at San Antonio Bachelor of Commerce and Business Administration, University of AlabamaProfessional Associations/Memberships: AICPA, Texas Society of CPAs, NASEHobbies: Running, Travel, Wine, Food, Relationships   What are the key areas of your firm that have […]

Merrill J. Taylor, CPA—34Tax Manager, Wisan, Smith, Racker & Prescott, LLPSalt Lake City, Utah www.wsrp.com Education: MAcc, Tax, Brigham Young University; B.S. Accounting, Brigham Young UniversityProfessional Associations/Memberships: AICPA, UACPA, Salt Lake Estate Planning CouncilHobbies: Scuba Diving, Hiking, Backpacking, Family   What are the key areas of your firm that have seen the greatest change in […]

Joshua Dubrow, CPA — 31Senior Manager, Nussbaum Yates Berg Klein & Wolpow, LLPMelville, NY www.nybkw.com Education: B.S. Accounting, Pennsylvania State UniversityProfessional Associations/Memberships: Chair – NYSSCPA Small Business Outreach Committee; Member: AICPA, NYSSCPA, LISTnetHobbies: Philanthropy: Founder of the JAD Fund (www.jadfund.org), Golf, Family and Friends What are the key areas of your firm that have seen […]

Jamie Sutherland — 39President, Xero U.S.San Francisco, CA www.xero.com/us Education: MBA, Schulich School of Business, York University; Bachelor of Commerce, Finance & International Business, McGill University Professional Associations/Memberships C100 Charter Member: The C100 is a non-profit, member-driven organization that supports Canadian technology entrepreneurship through mentorship, partnership and investment. Board Director of Center of Development through Education […]

Jason B. Wells, CPA, ABV, CFF, CVA, CFFA — 39Principal, Jackson Thornton & Co.Montgomery, Alabama Education: Bachelor of Science in Accounting, Birmingham Southern College, Master in Professional Accounting, The University of Texas, AustinProfessional Associations/Memberships: Montgomery Estate Planning Council, National Association of Certified Valuation Analysts (NACVA), American Institute of Certified Public Accountants (AICPA), Alabama Society of […]