Firm Management December 23, 2024
Does Your Firm Have a Data Strategy?
Data is at the core of incorporating AI and automation into your firm’s workflows. Without a deliberate data strategy, these initiatives can fall short.
Firm Management December 23, 2024
Data is at the core of incorporating AI and automation into your firm’s workflows. Without a deliberate data strategy, these initiatives can fall short.
December 19, 2024
December 18, 2024
December 18, 2024
December 17, 2024
February 26, 2019
Director of Sales & Marketing, Arxis Technology Simi Valley, CA Education: B.S. Business Administration, The Masters’ College; MBA, Graziadio School of Business and Management, Pepperdine University Professional Associations/Memberships: Information Technology Alliance – Marketing Committee Chair Civic Involvement: Worship leader at my local church. Hobbies: Running, reading, spending time with family Cell phone: BlackBerry Curve Favorite...…
February 26, 2019
Owner, Rosen and Associates, LLP Westborough, MA Education: B.S. in Accounting, University of Vermont Professional Associations/Memberships: MSCPA, AICPA, Academy of Dental CPAs Civic Involvement: Brain Tumor Research Annual Bike Ride & Cycle for Life Annual Bike Ride. Hobbies: Spending time with my family (Jennifer, Jack (4), and Isabella (1)), golfing, biking and going to Red...…
February 26, 2019
President & CEO, SurePrep Newport Beach, CA Education: Bachelor’s of Economics from University of California Santa Barbara Professional Associations/Memberships: AICPA & CSCPA (California Society of CPAs) Hobbies: Piano, skiing, travel, reading Cell phone: iPhone 4.0 Favorite app: Maps (with GPS). This summer, I used it to find my way not only in the United States...…
February 26, 2019
Director, Intuit Indirect Channels Sales & Marketing Atlanta, GA Education: BA in Communication, State University of NY at Geneseo. MBA, University of GA, Terry School of Business Professional Associations/Memberships: McKinsey SMB Tech panelist, Intuit Military Network Co-Founder Civic Involvement: Injured Marine Semper Fi Fund, USO Toys for Tots, Junior Achievement, Habitat for Humanity Hobbies: Ironman...…
February 26, 2019
Vice President of Application Development, Drake Software Franklin, NC Education: B.S. in Computer Science, Mars Hill College Professional Associations/Memberships: NACTP PIRC Civic Involvement: Youth Soccer Coach, Church involvement – Deacon, Teacher Hobbies: Spending time with my wife and kids, running, reading about American history, traveling and keeping up with Florida Gator football. Cell phone: HTC...…
February 26, 2019
Owner, Lawhorn & Associates, PLLC Knoxville, TN Education: Masters of Accountancy – Systems, University of TN, Knoxville Professional Associations/Memberships: TSCPA, AICPA Hobbies: Writing and performing music, fly-fishing and travel. Cell phone: Blackberry Tour How many hours of the day are you plugged in and responsive to client needs? And what tools/products make it possible...…
February 26, 2019
Director of Product Management – Workflow Solutions, CCH, a Wolters Kluwer business Wichita, KS Education: BA in Business Education and BA in Accounting, Bethany College Professional Associations/Memberships: Institute of Internal Auditors (IIA); Association for Computers and Taxation (ACT); KSCPA – Associate Member; XBRL-US (CCH Tax and Accounting member delegate) Civic Involvement: Various local fundraisers and...…
February 26, 2019
President & CEO, Real Time Bookkeeping San Diego, California Education: Associate, Computer Science & Accounting, Southwestern College Professional Associations/Memberships: MSP Alliance, QuickBooks ProAdvisor, AIPB Hobbies: Church, Computers, Sports, Reading. Cell phone: Verizon Droid X Favorite app: Probably the RDP app, this allows me access to my desktop anytime, anywhere. Do you embrace cloud computing?...…
February 26, 2019
Manager, SS&G – CPAs and Advisers Akron, OH Education: B.S. Accounting, The University of Akron Professional Associations/Memberships: AICPA, OSCPA Civic Involvement: Empower Worldwide Outreach (Treasurer and Board Member); PlayhouseSquare Partners, Member Hobbies: Avid guitar player Cell phone: HTC Eris Favorite app: Yelp – it’s a great app when you’re in an unfamiliar town to help...…
February 26, 2019
Manager, SS&G – Certified Public Accountants and Advisers Akron, OH Education: BBA in Accounting, minor in Information Systems, Kent State University Professional Associations/Memberships: AICPA & Ohio Society of CPAs Civic Involvement: March of Dimes Northeastern Ohio Division Hobbies: Reading, Scrapbooking, Volunteering for the March of Dimes, Spending time with family Cell phone: Blackberry Tour Favorite...…
February 26, 2019
Co-Founder & CEO, Simplified Innovations Baltimore, MD Education: B.S. in Accounting from Salisbury State University Professional Associations/Memberships: Maryland Association of CPAs (MACPA) — Board of Directors, Technology Committee, Past Chair and cofounder of the New/Young Professional Network, Tomorrow’s CPA Speaker, Instructor; AICPA — Information Technology Executive Committee for 2009-2011, CPA Ambassador, Virtual Grass Roots Committee;...…
February 26, 2019
Director, Federal and State Tax, CCH, a Wolters Kluwer business City/State: Riverwoods, IL Education: J.D., Georgetown University Law Center, J.D.; B.S. in Accounting, University of Illinois Civic Involvement: Glenview Youth Baseball, Volunteer Our Lady Perpetual Help Hobbies: Jogging, softball, painting, remediation and dispute resolution for those under 8, tennis, travel, coaching Children: I have two...…