June 16, 2022
The Tax & Accounting Technology Innovation Awards honor new technologies that help accounting firms and their small business clients operate more efficiently and profitably through improved workflow, increased accessibility, or enhanced collaboration.
January 20, 2022
August 13, 2021
February 26, 2021
August 22, 2017
Kevin Bong Age: 27 Employer: AuditFile, Inc. Title: Co-founder City/State: San Francisco, California Website: www.auditfile.com Twitter: @auditfile_team Kevin is a co-founder of AuditFile, where he works closely with Steven Bong to execute the Company’s vision for designing a simple-to-use, sophisticated audit automation solution that empowers firms to prepare for the future of auditing. AuditFile received...…
August 22, 2017
Meredith Root Elmore, CPA, MBA Age: 28 Employer: Liscio, Inc. (CXO) & Rootworks (Director of Operations) Title: CXO (Chief Experience Officer) City/State: Bloomington, IN Website: liscio.me Twitter: @MeredithRoot Professional Associations/Memberships (please include any leadership roles): – Intuit’s Account Council – Rootworks, Director of Operations I’ve been a member of Intuit’s Accountant Council for 2...…
August 22, 2017
Steven Bong Age: 30 Employer: AuditFile, Inc. Title: CEO City/State: Walnut Creek, CA Website: www.auditfile.com Twitter: @AuditFile_team Steve is a co-founder and head of development for AuditFile, which introduced the profession’s first complete, cloud-based audit automation solution. Prior to starting AuditFile in 2011, Steve used his degree in statistics from UC Berkeley as an analyst in the financial services...…
August 22, 2017
Sean A. Hanthorn Professional Credentials (CPA, EA, MBA, etc if any): MBA Age: 38 Employer: Rootworks LLC / RootAdvisors LLC Title: Director of Education Services – Rootworks LLC / Director of System Strategies – RootAdvisors LLC City/State: Ferndale Michigan Website: Twitter: @SHMSU02 Spent over 8 years consulting, training, supporting, and assisting sales in the accounting software arena...…
August 22, 2017
Ross A. Riskin Professional Credentials (CPA, EA, MBA, etc if any): CPA/PFS, CCFC, MST Age: 26 Employer: American Institute of Certified College Financial Consultants | Albertus Magnus College | Riskin Advisory, LLC Title: Founder | Assistant Professor of Accounting and Finance | Managing Member City/State: Bethany, Connecticut Website: www.rossriskin.com Twitter: @rossriskin Professional Associations/Memberships: American...…
August 22, 2017
Blake Oliver Age: 34Employer: Armanino LLPTitle: Manager, ConsultingCity/State: Los Angeles, CAWebsite: http://www.blakeoliver.com, http://www.armaninollp.com Listen to this podcast In 2011, I started an online bookkeeping service called Cloudsourced Accounting. My partners and I had the explicit goal of disrupting the business models of traditional CPA firms and freelance bookkeepers. As a completely virtual firm, we...…
August 21, 2017
Bas Kniphorst Age: 39 Employer: Wolters Kluwer Tax & Accounting US Title: Vice President Product Management City/State: Riverwoods IL Website: www.CCHGroup.com, https://www.linkedin.com/in/baskniphorst/ Twitter: Upon graduation from college I was intrigued by the world of content and joined Wolters Kluwer in 2001. The internet had radically altered the business model and the...…
August 21, 2017
Karly A. Laughlin, CPA Age: 30 Employer: Belfint, Lyons & Shuman, P.A. Title: Manager, Tax and Small Business City/State: Wilmington, DE Website: www.belfint.com Twitter: @DelawareCPA and @BelfintCPAs Professional Associations/Memberships: Delaware Estate Planning Council (Board Member), Delaware CarePlan, Inc. (Treasurer), Wilmington Tax Group, Delaware Society of CPAs, AICPA I began my career with BLS as...…
August 21, 2017
David D. Stewart, JD Age: 36 Employer: Tax Analysts Title: Editor in Chief, Worldwide Tax Daily City/State: Falls Church, VA Website: taxnotes.com Twitter: @taxstew Before taking over as Editor in Chief, I spent 8 years as a reporter for Worldwide Tax Daily. Early on I had a general tax beat covering issues such as the...…
August 21, 2017
Daniel Vidal Age: 28 Employer: Expensify Title: Head of Business Development City/State: Portland, OR Website: www.expensify.com Twitter: @DanielVidal88 Having the opportunity to create Expensify’s partnership programs from scratch has been an incredible journey. My role at Expensify started informally. Initially, it was just overseeing conversations with all our non-customers: individuals whom we had no...…
August 21, 2017
Steven Morrison, CPA Age: 39Employer: MBAFTitle: PrincipalCity/State: Miami, FloridaWebsite: https://www.linkedin.com/in/stevenmorrisoncpa Listen to this podcast Professional Associations/Memberships: AICPA Auditing Standards Board (“ASB”) Board member SAS No. 132 Task Force Chair FICPA Educational Foundation, Board of Trustees University of Florida Accounting Conference (2018 chair) Miami-Downtown Chapter, past board member and past chair Accounting Principles and Auditing Standards,...…
August 21, 2017
Sofia Jelanizada DeBlanc, CPA, CFE Age: 30 Employer: Deloitte- USA Title: Advisory Manager City/State: Falls Church, VA Website: https://www.linkedin.com/in/sofia-j-deblanc-cpa-cfe-a3573657/ Twitter: N/A AICPA VSCPA NASBA ACFE My story began in 2006 when I received a...