Technology

August 21, 2017 

It is nearly impossible to exist in our profession without hearing about artificial intelligence (AI), automation, and job loss. You may already see it in your firm when software assembles and delivers tax returns or a trial balance is imported into ...

Arianna Campbell

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 

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 

Over the past years, we have discussed paperless techniques, 1040 workpaper products, optimizations of processes, streamlining workflows, the use of portals, encrypting email, as well as other tools and techniques to make our work easier, faster and ...

Randy Johnston

August 21, 2017 

Employers of all sizes rely on accounting professionals to manage and report on their financial performance. With ever-shifting regulations and compliance demands, the traditional role of accounting professionals is evolving.

Arthur Tacchino

August 21, 2017 

Succession planning is a major area of concern for CPA firms. With baby boomers hitting retirement age, the following statistics underscore why it is such a compelling issue to the profession:

Stan Sterna

August 21, 2017 

In this new capacity, White will oversee the company’s global marketing initiatives, helping create further awareness of and drive demand for FloQast’s innovative close management software.

August 18, 2017 

File sharing and collaboration are no longer for the tech crowd, but are essential tools of client service and teamwork. File sharing apps not only allow users to stay focused on the task at hand, and the right document version, they can also ...

Isaac M. O'Bannon

August 18, 2017 

Years ago, I trained and raced a six “man” outrigger canoe as a member of a local club. A few mornings each week, our team would meet at the boat and train for several hours to ensure each team member set his paddle into the water simultaneously ...

Andrea Parness

August 18, 2017 

This competition and need for increased productivity has driven technology innovation in the last few years, from tax document automation, to increased integration options, and mobile expense tracking apps that are focused on keeping solid records for ...

Isaac M. O'Bannon, Mary Girsch-Bock

August 18, 2017 

Tax compliance systems are a necessity for the busy tax professional that annually has to sift through the latest laws, what may become law, or what is no longer relevant in order to accurately prepare tax forms for their clients.

Mary Girsch-Bock

August 17, 2017 

Three professionals and one accounting were honored with “Bridging the Gap” awards after being recognized on August 15th by Boomer Consulting, Inc. during the 2017 Boomer Technology Circles Summit in Kansas City. Three of the awards honor firms and ...