Supervisor, Construction & A/E Team, Somerset CPAs, PC
Education: MBA with concentration in finance, Butler University; Bachelor of Science in Accounting, Indiana University
Professional Associations/Memberships: Indiana CPA Society, AICPA
Civic Involvement: Indiana CPA Society’s CPA Day of Service, Emerging Leaders Alliance, Emerging Leaders Alliance Government Task Force, Indiana CPA Society’s Leadership Cabinet, Case Study Competition Committee member and judge, Black Expo volunteer – Indiana CPA Society booth, Fishers Freedom Festival – Indiana CPA Society booth, Treasurer of Drug Free Marion County, Faith and Finance Committee at Grace Community Church, Construction Financial Management Association’s Habitat for Humanity build day, Rebuilding Together Indianapolis
Hobbies: Weightlifting, camping, family activities
Cell phone: Blackberry Pearl
Favorite app: Google Maps. It is awesome to have a navigation system on the phone without having to purchase an external one.
What are some ways your firm/business has gone “paperless” and/or “green” in the last two years?
At Somerset CPAs, we have gone “paperless” and “green” in many ways:
- We electronically scan all individual tax return supporting documentation and save electronic files only.
- We e-file as many tax returns as possible
- All compliance work is prepared in our paperless software system so there is no paper documentation needed.
- We shred and recycle every piece of paper that is not needed so that the paper can be reused.
- All computers are turned off at the end of the work day in order to conserve energy.
- The building in which Somerset CPAs leases its office space was designated LEED Silver in 2009.
- Dual monitors for staff eliminate the need for printed reference documents.
- Our bill managers do their billing on-screen, eliminating the need to print anything but the final invoice (if it’s mailed) on paper.
- We e-mail many of our invoices directly to the client, eliminating paper and postage.
- We provide filtered water in our kitchens to eliminate need for bottled water.
- Recycling containers for cans, glass and plastic are provided in our kitchens.
- Toner and print cartridges are recycled.
- Marketing newsletters to clients and prospects have been converted to e-newsletters.
- Seminar invitations to clients and prospects are sent via e-mail.
- Most research is completed via web/online methods, eliminating many publications previously ordered and stored in the firm resource center.
- The firm provides a vehicle for business use to encourage carpooling to client locations and firm functions.
- We work with a local not-for-profit called Virtual Scavengers and donate all our used computers and other electronics to their “Geeks R Us” program, which keeps it out of landfill. The equipment gets reused, refurbished or goes to students who use the parts for everything from jewelry to art objects to clocks and GPS systems, even a robot.
How many hours of the day are you plugged in and responsive to client needs? And what tools/products make it possible for you to have flexibility?
I am plugged in approximately 16 hours a day, if not more, as I have a BlackBerry that is linked directly to the firm’s e-mail system, allowing me to receive and respond to constantly respond to emails from clients. Somerset CPAs has also provided Internet access through Citrix, allowing me the ability to work from my home computer and remotely gain access to my business desktop and company’s network any time that I need it. I also have a laptop with a wireless card that allows me to access client information at any time through Virtual Office or through Citrix.
Are you using social networking (such as Twitter, LinkedIn, Plaxo, Facebook) as a marketing tool for your practice/business … or do you use such sites for personal use only? Have you gained any clients or seen other demonstrable benefits from the use of social networking?
I personally use LinkedIn, Facebook and Twitter. LinkedIn is the only social network I utilize as a marketing tool for my business. Although I personally have not gained clients through use of LinkedIn, I have been able to utilize LinkedIn as a marketing tool to keep my current clients abreast of various events that Somerset CPAs holds and other local events that I attend that relate to their industry. Somerset CPAs does have a presence on LinkedIn, Facebook and Twitter and has many followers on all three social networks. The firm is able to keep our clients informed of the newest rules and regulations in both the tax and accounting fields via this medium and has been able to gain clients by utilizing such outlets. Somerset CPAs also has various blogs that clients have found very useful and informative. These blogs allow us to provide business insight to our clients and others in our community. While our first blog started a few years ago, we have been able to add other blogs since then as we have seen a demand for information that relates to specific niche areas. We have received feedback from our clients and external parties about the useful information included in these blogs.
What pitfalls or what unwritten rules of social networking etiquette exist, which are frequently missed by others in the profession?
The biggest unwritten rule of social networking etiquette is that if you utilize social networking for business purposes you need to be mindful of publishing personal opinions and personal information that may contradict that of your clients, prospects or employers. It is important to remember that even if you utilize social networking for personal use, you must monitor what information is written on these sites about you and your firm because online comments stay around forever and you never know who may be looking at the different sites, which could cause you to lose clients or a job.
Do you embrace cloud computing?
Yes. Somerset CPAs has various applications that are hosted elsewhere that employees can utilize for scheduling, CPE tracking and payroll reports. Also, as a treasurer of a small not-for-profit, I find it important that the organization utilizes QuickBooks Online, which has been very useful and cost effective for our organization. Cloud computing allows low-cost applications to be utilized anywhere Internet access can be found, and I believe it will be utilized by more organizations as the costs start decreasing and cloud computing becomes more mainstream. I think the biggest obstacle for public accounting firms is that there are still software providers that aren’t utilizing cloud computing to its fullest (some due to security concerns) and, thus, there is still software that must be loaded onto networks in order for public accountants to do their jobs securely. However, I do see more organizations utilizing these types of applications.
How is cloud computing changing the accounting profession, and how concerned are you with the security issues related to cloud computing?
Security issues are the biggest challenge to cloud computing for public accounting professionals. We have to protect our client’s information, and I don’t believe a lot of tax and paperless audit software vendors have developed a very secure application that can be utilized over the Internet. The Internet itself is not very secure even with firewalls and everything so I think this will be the biggest obstacle for vendors to work around. Vendors may have the most secure software application, but until there is a highly secured Internet, cloud computing applications for tax and paperless audit may not become mainstream in the public accounting profession for some years.
Do you foresee the majority of firms still implementing servers for the majority of their computing in their offices five years from now or do you think they will be outsourcing this component to vendors who specialize in this area?
I foresee a majority of firms still implementing servers because it is the most secure method of computing, and it is also very hard to get away from what you have known for so long. A lot of firms understand networks and understand the risks involved with networks, whereas cloud computing is pretty new and security issues with the Internet are still big obstacles for a lot of IT Directors.
Do you subscribe to a magazine and/or local newspaper? If so, which ones?
Yes, I receive the Journal of Accountancy as a member of the AICPA, and I subscribe to the Indianapolis Star newspaper. Sometimes it is better to just get away from technology and read printed works.
What ONE piece of technology could you absolutely not live without?
I would have to say the Internet. There is just so much information out there, and I use it so much for social networking and research that there is no way I could do without it.
NOT including your current employer, what company do you most admire and why?
I would have to say Disney. They treat their employees like family. They have been able to utilize what they know best to get into all sorts of entertainment venues. It is also a company that is able to weather all types of economies and understands what it is to be an upstanding organization in regards to employees and customers.
Do you use online resources like webcasts for CPE training?
Yes, and I would recommend these to anyone. I utilize them because they are an efficient way to get training without having to spend time traveling. Somerset CPAs also utilizes webcasts to train smaller groups of employees based on specialization needs. We have found that in this economy webcasts are cost efficient and are of a high caliber when it comes to presentation of information.
Do you listen to podcasts? No.
What is an “old school” business practice or process you’d like to see changed in the next five years?
I would like to see the “old school” business practice of having to file any paper documents
What sports team/championship event do you absolutely refuse to miss?
I absolutely refuse to miss the Indianapolis Colts play and the Super Bowl. When the Indianapolis Colts play in the Super Bowl, that is a spectacular event, whether they win or not.
What are some of your favorite books, movies, music, websites and TV shows?
My favorite website would be CNNMoney.com and CNN. My favorite music falls within the top 100 as well as country. I like watching any action or comedy movies. Favorite TV shows would be Fringe, House and Lie to Me.
Number of monitors on your desk?
I actually only have one, but it is approximately 23 inches. And applications can be toggled on to view as half screen or full screen. When I go out into the field for an assurance engagement, I have two monitors — my laptop and a second monitor that I take with me. It is very useful and much more efficient to be able to take a second monitor out to the field.
What operating system and version of Microsoft Office is installed on your work computer? Microsoft Windows XP Version 2002, SP3
Do you have children? I have two children, a son (6) and a daughter (3).