Latest Articles

August 27, 2018 

Drake Tax from Drake Software is well-suited for small to mid-sized accounting firms that process both individual and business taxes for clients. As a consistent winner of CPA Practice Advisor’s Reader’s Choice Awards annually since 2004, Drake ...

Mary Girsch-Bock

August 27, 2018 

Roslyn Haynie Banks, EA, MAcc, BBA Founder & CEOAdelaide Rose, LLCKilleen, TXwww.HaynieBanks.com Social Media: Facebook: https://www.facebook.com/roslyn.banks.986 Instagram: @adelaide.rose11 https://www.instagram.com/adelaide.rose11/ LinkedIn: https://www.linkedin.com/in/roslynbanksea Professional Associations/Memberships: Target 3 Chairman “Building Your Economic Legacy” for the Mu Theta Omega Chapter of Alpha Kappa Alpha Sorority, Inc. (AKA) Capital of Texas Enrolled Agents (CTEA) National Association of Enrolled Agents (NAEA)...…

August 27, 2018 

Kevin Bong Co-Founder and COOAuditFile, Inc.San Francisco, CAwww.auditfile.com Twitter: @auditfile_team Career Highlights: Kevin is a co-founder of AuditFile, where he works closely with Steven Bong to execute the Company’s vision for designing a simple-to-use, sophisticated cloud-based audit automation solution that empowers firms to prepare for the future of auditing. Kevin draws on his dual degree...…

August 27, 2018 

Megan D. Lewczyk, CPA, MAcc COOYaeger CPA ReviewKailua, Hawaiiwww.yaegercpareview.com LinkedIn: https://www.linkedin.com/in/mlewczyk/ Twitter: @MeganLewczyk   Career Highlights: I decided to venture off the traditional public accounting path early in my career to pursue my passion for creating the next generation of CPAs. I was appointed in May 2017 to Chief Operating Officer at Yaeger CPA Review after...…

August 27, 2018 

Christine Boeckel, J.D., LL.M. Editorial Director, State TaxBloomberg TaxArlington, VAwww.bna.com/tax/ Social Media: Company LinkedIn: https://www.linkedin.com/company/bloomberg-tax/ Company Twitter: https://twitter.com/BloombergTax Personal LinkedIn: https://www.linkedin.com/in/christine-boeckel-4456853/ Personal Twitter: https://twitter.com/Boeckel_Tax Career Highlights: I began working as a State Tax Law Editor at Bloomberg BNA in 2011, where I focused on updating Bloomberg BNA’s State Tax Portfolios and Navigators. As an editor...…

August 27, 2018 

Amber Y. McGhinnis, CPA Senior ManagerMartin Starnes & Associates, CPAs, P.A.Hickory, NCwww.martinstarnes.com LinkedIn – https://www.linkedin.com/in/amber-mcghinnis-cpa-a1181231/ Professional Associations/Memberships: Member, American Institute of Certified Public Accountant Member, North Carolina Association of Certified Public Accountants (past president of the Catawba Valley local chapter) Board Member, Catawba County Chamber of Commerce Leadership Catawba Advisory Board Career Highlights: Began my...…

August 27, 2018 

Tony T. Chan, CFP®, EA PrincipalCrossroads Planning, LLCOrange, CAwww.crossroads-planning.com Twitter: @Tinchan85Linkedin.com: https://www.linkedin.com/in/tony-t-chan-cfp®-ea-24396319 Professional Associations/Memberships: XY Planning Network The National association of Personal Financial Advisors Financial Planning Associations (Past OC Nexgen Chairman) Enrolled Agent Society Career Highlights Retired as a Captain (accounting officer) from the US Army Reserve. Launched Crossroads Planning LLC to use technology to...…

August 27, 2018 

Melisa Galasso, CPA, CGMA OwnerGalasso Learning SolutionsCharlotte, NCwww.galassolearningsolutions.com Twitter: @hoffmamf @galassolearning Professional Associations/Memberships:  AICPA – Technical Issues Committee,  Leadership Academy Alumni (2014), CPE Content Author, Frequent Speaker, NFP Conference Planning Committee NCACPA – Past President – Charlotte Chapter, Past Chair – A&A Committee, Frequent Speaker, Interim Review article contributor, Co-Chair – Charlotte Women’s Initiative, Professional Women’s Conference Planning Committee Co-Chair...…

August 27, 2018 

Arthur Garcia, MBA Director, National Account – AmericasXerowww.xero.com Twitter: @arthurfgarcia LinkedIn: https://www.linkedin.com/in/arthurgarcialeader/ Career Highlights As an early employee at Xero US in Feb 2013 I have witnessed a lot of innovation in the accounting profession and although it has been challenging at times I have enjoyed every moment.  My initial role at Xero was to...…

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 ...