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 28, 2018
Rob Kester, CPA, ABV, CFF PrincipalBlue & Co., LLC CPAs/AdvisorsLouisville, KYwww.blueandco.com Professional Associations/Memberships (please include any leadership roles): American Institute of Certified Public Accountants – Member Kentucky Society of Certified Public Accountants – Member Louisville Estate Planning Council – Member Louisville Bar Association – Allied Professional Member Carriage House – Board President Junior League of...…
August 28, 2018
Mark P. Barnett, Jr., CPA, CGMA, CCIFP, MBA, MAcc Director of Jonesboro Office and Firm Wide Construction ServicesEGP, LLCJonesboro, ARwww.egpcpas.com LinkedIn: https://www.linkedin.com/in/mark-p-barnett-jr-cpa-cgma-ccifp-mba-2a9860b/ Professional Associations/Memberships (please include any leadership roles): Associated Builders and Contractors of Arkansas (ABC) – Eastern Council Chairman and Member of Board of Directors (2015-2016) Construction Financial Management Association (CFMA) – Founding...…
August 28, 2018
Jo Ann M. Koontz, CPA, J.D. Founder, Koontz & Associates (law firm)Founder, Koontz & Parkin CPAs, PLLC (accounting firm)Sarasota, FLhttps://koontzassociates.com and http://www.koontzparkin.com Social Media: Twitter: @KoontzLawFirm Linkedin.com: www.linkedin.com/in/joannkoontz/ Professional Associations/Memberships (please include any leadership roles): American Academy of Attorneys-CPAs (AAA-CPA)- 2018 President Florida Association of Attorney-CPAs The Florida Bar Sarasota County Bar Association –...…
August 28, 2018
Danielle Supkis Cheek, CPA, CFE, CVA DirectorPannell Kerr Forster, P.C. (PKF Texas)Houston, TXhttps://www.pkftexas.com/ Social Media: @DanielleSCheek @pkftexas Professional Associations/Memberships: Incoming Chair AICPA PCPS Technical Issues Committee TIC Representative to AICPA PCPS Executive Committee Houston Society of CPAs Board of Directors Texas Society of CPAs Board of Directors AICPA Women in Profession Summit Conference Planning Committee...…
August 27, 2018
Having a written security policy is a key requirement for your firm to become PCI compliant. We’ve created a sample policy you can use as a starting point and customize to meet your firm’s needs.
August 27, 2018
Damien Greathead, MBA VP, Global Accountants’ ProgramsReceipt BankWashington, DCwww.receipt-bank.com Twitter: @receipts_damienLinkedIn: https://www.linkedin.com/in/damiengreathead/ Career Highlights: Director, 2020 Group USA – Consulting and membership group serving accountants in public accounting. Acquired by Panalitix in 2015. Launched Receipt Bank’s North American business in 2015 Favorite books/websites/speakers that you find influential The Hard Thing About Hard Things – Ben...…
August 27, 2018
Elizabeth Adams, CPA Digital Strategy Leader,Links AdvisoryDallas, TXwww.LinksAdvisory.com Twitter: @LinksAdvisory Career Highlights: When I was in college, I attended an awards ceremony honoring a successful alumni whose speech applauded the “shoulders of giants” on which he stood. Similar to my fellow alumnus, I am a well-rounded and valuable consultant because of my strong and interesting...…
August 27, 2018
Caleb R. Bullock, CPA, CGMA Business Development ManagerSomerset CPAs and AdvisorsIndianapolis, INwww.somersetcpas.com Social Media: https://twitter.com/somersetcpas https://www.facebook.com/pages/Somerset-CPAs-PC/140499059242?ref=ts https://www.linkedin.com/company/somerset-cpas-p.c. Professional Associations/Memberships: AICPA – Vice Chair of the Young Members Leadership Council Indiana CPA Society – Ethics Committee Board Member Indiana CPA Political Action Committee – Chairman Career Highlights 2011: Passing the CPA exam. 2011: Joined my first...…
August 27, 2018
Rod Dooley, CPA, PFS, CFF Partner,Dooley and Company, LLCLexington, SCwww.dooleyandcompany.com Professional Associations/Memberships: AICPA National Accreditation Committee, AICPA Student Recruitment Committee, AICPA (member), SCACPA (member). Career Highlights: After graduating from the University of South Carolina in 2006, I came to work for my father in our small CPA practice with offices in Lexington and Columbia, SC. ...…
August 27, 2018
Steven Bong CEO, AuditFileWalnut Creek, CAwww.auditfile.com Twitter: @auditfile_team Career Highlights: In 2011, my brother and I decided to start a company in our parents’ dining room while we were both still in the college. That small startup idea became AuditFile, the first and only commercially available, cloud-based auditing solution for CPAs and internal auditors. Our...…
August 27, 2018
Jordan Kleinsmith, PMC-IV Pragmatic Marketing Certified for Product Management Director of Innovation,Thomson ReutersAnn Arbor, MIhttp://tax.tr.com Social Media: Twitter: @JK_at_TR LinkedIn: www.linkedin.com/in/jordankleinsmith Career Highlights: Grew Thomson Reuters’ hugely successful UltraTax CS and GoSystem Tax RS product lines during six years as Product Manager of Tax Helped establish many of the best practices which govern Product Management methods...…
August 27, 2018
Tim Jipping, CPA, CGMA Sr. Manager, Plante MoranChicago, ILwww.PlanteMoran.com The Journey View Podcastwww.buzzsprout.com/191092 Social Media: Twitter: @timjipping Linkedin: timjipping Instagram: timjipping Professional Associations/Memberships: AICPA, ICPAS – have served in a few different roles over the year, no current positions. Career Highlights: I have over 12 years in the accounting profession, most of which has been...…