Latest Articles

September 23, 2019 

Hector Garcia, CPA.CITP, CGMA Principal, Quick Bookkeeping & Accounting, LLCMiami, FLwww.qbkaccounting.com Hector Garcia is the creator of multiple webinar series for accountants to learn all sort of practical skills such as QuickBooks, Excel, Marketing/Branding, Pricing, and Practice Management. He is also an active YouTuber and Podcaster. Favorite books/websites/speakers that you find influential Zero to One...…

September 23, 2019 

Sean Ryan Co-Founder, Chief Technology Officer, NODE40Albany, NYhttps://www.node40.com/ Prior to his entrance into the blockchain industry, Sean was a noted academic – with degrees in Computer Science as well as Information Science. He served as a lecturer whilst working in a myriad of engineering roles for the New York State government. Following 9/11, he was...…

September 23, 2019 

Bob Wang, CPA, CA Senior AdvisorDeloitte LLPVancouver, BC, Canadahttps://www2.deloitte.com/ca/en/pages/deloitte-private/articles/ctrl-by-deloitte.html Career Highlights: Founded a high growth CPA firm specialized in cloud accounting. In three years, Legacy advantage scaled to 30 people and was acquired by Deloitte As a member of Intuit’s Trainer Writer network, I contributed articles and spoke at various events, helping peers overcome their...…

September 23, 2019 

Tate Henshaw Data Maestro, Polay+ClarkAtlanta, GAhttps://www.polayclark.com/ Career Highlights: Over the last 11 years, Tate has been helping Grammy Winners, NBA All-Stars, and Emmy Winning Television hosts navigate their financial futures at Polay+Clark.  Over the last 2+ years, he has extended that into helping other accountants, bookkeepers, and advisors with their businesses based off of my experiences...…

September 23, 2019 

Jessie C. Wright, CPA, CVA, CGMA Manager at SSB CPACanfield, OHhttp://www.ssb-cpa.com/ Lecturer at Youngstown State Universityhttps://ysu.edu/ Career Highlights: Passing the CPA and CVA Exams Having the opportunity to be a part of the Schroedel, Scullin & Bestic, LLC family – It’s the BEST public accounting firm and I am honored to be a manager and...…

September 23, 2019 

Melisa Galasso, CPA CEO & Founder, Galasso Learning SolutionsCharlotte, NChttps://galassolearningsolutions.com Career Highlights: Melisa F. Galasso is the founder and CEO of Galasso Learning Solutions, where she designs and facilitates courses in advanced technical accounting and auditing topics, essential professional development skills, and train the trainer programs. Her passion is providing high-quality CPE that is meaningful,...…

September 23, 2019 

Kathryn K. Horton CPA, CMA, CIDA President, Kathryn K. Horton, CPA PAFort Lauderdale, FL www.khortoncpa.com Career Highlights: Received the 2017 U.S. IDEA User of Excellence Award Fundraising Committee Member for Gilda’s Club of South Florida Featured speaker on Data Analytics for the 2019 FICPA Tech Innovations Conference Featured speaker on Data Analytics for the 2019...…

September 23, 2019 

Robert Westley, CPA, PFS, CFP® Vice President & Wealth Advisor, Northern TrustNew York, NY www.northerntrust.com  Career highlights I began my career in Public Accounting, most recently as a Senior Tax Consultant in Deloitte’s New York City Private Wealth practice. At Deloitte, I advised high-net-worth multi-generational families on their gift and estate planning, income tax planning,...…

September 23, 2019 

David Cardoza Head of ExpensifyApproved! Partnerships, Expensify https://www.expensify.com/ Career Highlights: My career working in the tech space can be traced back to my days at Arizona State University managing Google Adwords and social media campaigns for local businesses and fortune 500 companies. I joined Expensify in 2014 after some coaxing from my colleague, Daniel Vidal,...…

September 23, 2019 

Sarah G. Bradley, CPA Senior Manager – Personal Financial Planning AICPAhttps://www.aicpa.org/interestareas/personalfinancialplanning.html Career Highlights: Through the inspiring collaborative efforts with my team, volunteers, valued members, and peers, I am grateful to participate in positively impacting CPA financial planners and the professions in a variety of ways: Drafting, exposure, and promulgation of Statement on Standards in Personal...…

September 23, 2019 

Lindsey Curley, CPA, CGMA Senior Manager, Firm Services AICPARaleigh, NCwww.AICPA.org Career Highlights: Worked for three years in a small tax firm Currently working in my eighth year with the Association’s PCPS team 2016, 2017, 2018, 2019 “40 under 40,” CPA Practice Advisor Author of Journal of Accountancy article Gaining (from) your clients’ trust   Outreach:...…

September 23, 2019 

Eric R. Greene, MBA, CPA, CMA, CIA, CFE Senior Manager, Technical Accounting and Financial Reporting Zagg, Inc.Salt Lake City, UThttps://www.zagg.com/ Career Highlights: Eric Greene is a Certified Public Accountant (CPA), a Certified Management Accountant (CMA), a Certified Internal Auditor (CIA), and a Certified Fraud Examiner (CFE), with several years of “Big Four” financial accounting experience...…