Accounting

August 26, 2018 

Melissa A. Oaks, J.D., LL.M. Managing Editor,Thomson Reutershttps://tax.thomsonreuters.com/checkpoint/catalyst Twitter: @melissaaoaks Career Highlights: I started my career practicing law in New York – first, within a large firm’s tax division and later, as a sole practitioner. I joined Thomson Reuters in 2013 as part of a talented team developing state and local tax content for a...…

August 26, 2018 

Kenneth J. Healy, CPA Principal,Diversified Financial Solutions, PCNaugatuck and Southbury, CTwww.dfspc.biz Professional Associations/Memberships: Member of the American Institute of Certified Public Accountants (AICPA) Member of the Connecticut Society of Certified Public Accountants (CTCPA) Certified Quickbooks ProAdvisor Member of the CTCPA Federal Tax Committee. Career Highlights: Named by the CTCPA as one of the “New and...…

August 26, 2018 

Daniel Vidal, MS Head of Business Development,ExpensifyPortland, ORwww.Expensify.com Twitter: @DanielVidal88LinkedIn: https://www.linkedin.com/in/daniel-vidal-b2314932/ Career Highlights Launched the Expensify Business Development Team Launched the ExpensifyApproved! Accountants Program and helped it grow to a major company contributor Formed Partnerships with Intuit, Xero, NetSuite, Sage, Bill.com, Apple, and more Launched a partnership with CPA.com, making Expensify the preferred receipt and...…

August 26, 2018 

Garrett Wagner, CPA.CITP CEO/Founder,C3 Evolution GroupRochester, NYwww.c3evolutiongroup.com https://twitter.com/garrettwagner37 Professional Associations/Memberships: AICPA member New York State Society of CPAs Member President of the Rochester Chapter of the New York State Society of CPAs NextGen committee Career Highlights: Helping clients reach their dreams and live happier lives by focusing on more than just their tax returns and...…

August 26, 2018 

Lance Lvovsky, CPA Tax Supervisor, Private Client Services.RSM US LLPwww.rsmus.com Twitter: @RSMUSLLPLinkedIn: www.linkedin.com/in/lancelvovsky Professional Associations/Memberships: Board Member, Young Leadership Division, Jewish Federation of Broward County Steering Committee, Advisors Philanthropy Initiative, Jewish Community Foundation Member of NextGen, HANDY Member, Ghost Light Society, Broward Performing Arts Foundation Member, Broward Young Professionals, American Israeli Public Affairs Committee Member,...…

August 26, 2018 

Hector Garcia, CPA Accountant, QuickBooks Expert, and Business Consultant Twitter @QBKACCOUNTING Facebook Business Page Personal YouTube Channel Anchor Podcast LinkedIn Profile www.hectorgarcia.com   Career highlights: 1) Intuit Accountant’s Council 2016-2017 2) Top 10 ProAdvisor (Top Trainer) 2017 3) Top 40 under 40 CPA 2016 – 2018 Paragraph summarizing your outreach beyond your firm – what...…

August 24, 2018 

Alina Nikishina, CPA Implementation and Product Manager,The Mastery NetworkDenver, CO Social Media:https://www.facebook.com/themasterynetwork Professional Associations/Memberships: AICPA, COCPA, PASBA (Vendor Member), Assoc. of Professional Women (Secretary for Outreach Committee) Career Highlights: The most recent highlight has been working with a team to develop “The Mastery Network” and its programs. These programs will help professional firms gain a...…

August 24, 2018 

Jeremy Milo, J.D., LL.M. Manager, Client Escalation & Success,Bloomberg TaxArlington, VAwww.BloombergTaxTech.com Social Media: Facebook: https://www.facebook.com/bloombergtaxtech/ Twitter: https://twitter.com/bloombergtax Company LinkedIn: https://www.linkedin.com/showcase/bloombergtaxtech/ Personal LinkedIn: https://www.linkedin.com/in/jeremy-milo-44517234/ Career Highlights: As a Client Escalation and Success Manager, Jeremy Milo serves as the liaison between the accounting industry and Bloomberg Tax corporate executives. He believes that communication is key to ensuring...…

August 24, 2018 

Matthew “Donny” Donaldson Head of Channel Sales,ExpensifySan Francisco, CAwww.Expensify.com Social Media:Twitter: @originaldonny Career Highlights: My career at Expensify has been a whirlwind! It dates back to 2014 when I was living in Arizona. I was convinced by my now-colleagues to fly up for an interview. Two weeks later, I was a San Francisco resident and...…

August 24, 2018 

Jackie Meyer, CPA, CTP, CTC, MSA CEO/Founder,Meyer Tax Consulting, LLCSouthlake, TXwww.theconciergecpa.com, www.meyertax.com twitter.com/jackiemeyercpa facebook.com/meyertax https://www.facebook.com/groups/Accountingfirminfluencers/ Professional Associations/Memberships: AICPA AICTC Intuit Trainer Writer Network Intuit Tax Council/ProConnect Customer Council Southlake Executive Womens Forum C12 Group Accounting Firm Influencers Moderator GRACE Auction Committee Chair Career Highlights: I founded Meyer Tax, a concierge and tax strategy focused CPA...…

August 24, 2018 

Sarah Dobek President and FounderInovautus ConsultingBoulder, COwww.inovautus.com Social Media: Twitter: @Inovautus | @sarah_johnson28 https://www.linkedin.com/in/sjjohnson https://www.facebook.com/inovautus.consulting    Career Highlights: Sarah is the Founder and President of Inovautus Consulting and the President of CPAsNET. She is a successful growth advisor that helps public accounting firms grow and evolve. Sarah is nationally recognized for her contributions to the profession, having appeared on...…

August 24, 2018 

Sarah Krom, CPA Managing Partner,SKC & Co. CPAs, LLCBoontown Township, NJwww.skcandco.com Social media handles: https://www.facebook.com/SKCandCo/https://www.linkedin.com/company/skc-co-cpas-llc/ Professional Associations/Memberships: AICPA member and current member of Council NJCPA – former chair of the Young CPA Committee (now Emerging Leaders) Former Board of Trustee member (3 year term) Current President of NJCPA Career Highlights: Summa cum laude graduate from...…