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 27, 2018
Kelly Ward, CPA, CGMA, MBA PrincipalRobinson & Ward, PCFairbanks, AKwww.rwcpaak.com Twitter: @kellywardcpa Professional Associations/Memberships: Alaska Society of CPAs, President; AICPA – Student Recruitment Committee, Financial Literacy Committee Career Highlights: June 2017: AK Society of CPAs President December 2017: Somers School Presenter (Realtors) August 2017: Accounting Profession Top 40 Under 40; CPA Practice Advisor February...…
August 27, 2018
Patrick Lee, CPA, MSA LecturerUniversity of Texas at San Antoniohttps://patrickleecpa.com Twitter: @patrickleecpa Professional Associations/Memberships: AICPA – Student Recruitment Committe KSCPA – Formerly Board of Directors Member Career Highlights: Recipient of the Charles H. and Verda R. Kokpe Award for Distinguished Teaching Recipient of the Kansas Independent College Association Faculty of Distinction Successful accounting education YouTube channel...…
August 27, 2018
Thomson Reuters OnBalance Express web and mobile app combines the accessibility and security of cloud accounting with easy to-use dashboards, so your small business clients can easily track and manage customer information and cash flow, and securely ...
August 27, 2018
Each year, CPA Practice Advisor recognizes professionals who are under 40, and are emerging as the future leaders in the profession, or those leading the development of technology that serves the profession.
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...…