Latest Articles

August 28, 2018 

Elizabeth Pittelkow Kittner, CPA.CITP, CGMA, DTM ControllerLitera MicrosystemsChicago, ILwww.litera.com Social Media: Twitter: @Pittelkow LinkedIn: https://www.linkedin.com/in/elizabethpittelkowkittner Professional Associations/Memberships (please include any leadership roles): AICPA: Council, Leadership Academy, Journal of Accountancy Editorial Advisor, Young Professionals Leadership Committee, Ethics Division NOCLAR Task Force, CPA Ambassador, Mentoring Program, Conference Speaker Illinois CPA Society: Board Member, Audit Committee, Ethics Committee...…

August 28, 2018 

Rob Kester, CPA, ABV, CFF PrincipalBlue & Co., LLC CPAs/AdvisorsLouisville, KYwww.blueandco.com Professional Associations/Memberships (please include any leadership roles): American Institute of Certified Public Accountants – Member   Kentucky Society of Certified Public Accountants – Member Louisville Estate Planning Council – Member Louisville Bar Association – Allied Professional Member Carriage House – Board President Junior League of...…

August 28, 2018 

Mark P. Barnett, Jr., CPA, CGMA, CCIFP, MBA, MAcc Director of Jonesboro Office and Firm Wide Construction ServicesEGP, LLCJonesboro, ARwww.egpcpas.com LinkedIn:  https://www.linkedin.com/in/mark-p-barnett-jr-cpa-cgma-ccifp-mba-2a9860b/ Professional Associations/Memberships (please include any leadership roles):   Associated Builders and Contractors of Arkansas (ABC) – Eastern Council Chairman and Member of Board of Directors (2015-2016) Construction Financial Management Association  (CFMA) – Founding...…

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...…