August 19, 2025
Online payments designed for CPA firms.Easily accept credit, debit, and ACH payments. Finally, there's a professional online payment solution made just for CPAs, giving you an affordable way to accept credit, debit, and ACH payments in your office or...
December 1, 2024
October 1, 2024
October 1, 2024
October 1, 2024
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...…
August 27, 2018
Michael Elliott, CPA Managing Principal,DittrickCPA, Camp & Park AccountingBurton, OH www.dittrickcpa.com | www.campandparkaccounting.com Twitter: @GeaugaCPA Professional Associations/Memberships: AICPA PCPS Executive Committee Board Member, AICPA Governing Council, AICPA Past Chair Young Member Leadership Committee, AICPA Past Chair EDGE Conference, AICPA Co-Founder PCPS Young Member Firm Networking Group Ohio Society of CPAs Member Board of Directors Career...…
August 27, 2018
Sarah Bradley, CPA Senior Manager, Personal Financial PlanningAICPADurham, NCwww.aicpa.org/pfp Twitter: @SBradleyCPA Professional Associations/Memberships: AICPA North Carolina Association of Certified Public Accountants American Accounting Association American Taxation Association Career Highlights: With inspiration from and through collaborative efforts with my team, volunteers, valued members, and peers, I am grateful to participate in positively impacting the profession in...…