Latest Articles

August 22, 2017 

Through interactive workshops, DocuWare experts will showcase the latest in document management technology with a special emphasis on cloud solution benefits. DocuWare experts and Partners will learn from each other through meaningful discussions and ...

August 22, 2017 

Sean A. Hanthorn Professional Credentials (CPA, EA, MBA, etc if any): MBA Age: 38 Employer: Rootworks LLC / RootAdvisors LLC Title: Director of Education Services – Rootworks LLC / Director of System Strategies – RootAdvisors LLC City/State: Ferndale Michigan Website: Twitter: @SHMSU02 Spent over 8 years consulting, training, supporting, and assisting sales in the accounting software arena...…

August 22, 2017 

Ross A. Riskin  Professional Credentials (CPA, EA, MBA, etc if any): CPA/PFS, CCFC, MST  Age: 26  Employer: American Institute of Certified College Financial Consultants | Albertus Magnus College | Riskin Advisory, LLC  Title:  Founder | Assistant Professor of Accounting and Finance | Managing Member  City/State: Bethany, Connecticut  Website: www.rossriskin.com  Twitter: @rossriskin  Professional Associations/Memberships:   American...…

August 22, 2017 

Blake Oliver Age: 34Employer: Armanino LLPTitle: Manager, ConsultingCity/State: Los Angeles, CAWebsite: http://www.blakeoliver.com, http://www.armaninollp.com Listen to this podcast   In 2011, I started an online bookkeeping service called Cloudsourced Accounting. My partners and I had the explicit goal of disrupting the business models of traditional CPA firms and freelance bookkeepers. As a completely virtual firm, we...…

August 22, 2017 

Two words, consistency and focus. We all talk about providing tax planning services, even our websites talk about tax planning and tax consulting services. The harsh reality is that most CPAs only dream of having the time to do tax planning.

Marty McCutchen

August 21, 2017 

If firms are to maintain consistent, positive contact with clients and build strong relationships over time, they require technology designed to support client experience. Today, firms have the back-office (or “back stage”) work covered when you ...

Darren Root, CPA, CITP, CGMA

August 21, 2017 

Retail sales in July increased by 0.6 percent over June on a seasonally adjusted basis, triple the revised 0.2 percent growth seen in June, according to calculations released today by the National Retail Federation. Sales increased by 3.5 percent ...

August 21, 2017 

In a recent survey, 62 percent of employees said having coworkers that are friends outside of the office positively affects productivity. But only 39 percent of CFOs think the same, and 44 percent said work friendships have no effect on productivity.

August 21, 2017 

This year’s 40 Under 40 and 20 Under 40 honorees are visibly and incrementally changing the accounting profession through their exemplary leadership, their innovative thinking, their collaborative efforts guaranteed to provide unity to the ...

Gail Perry

August 21, 2017 

It is nearly impossible to exist in our profession without hearing about artificial intelligence (AI), automation, and job loss. You may already see it in your firm when software assembles and delivers tax returns or a trial balance is imported into ...

Arianna Campbell

August 21, 2017 

Bas Kniphorst Age:                                                       39 Employer:                                           Wolters Kluwer Tax & Accounting US Title:                                                     Vice President Product Management City/State:                                          Riverwoods IL Website:                                             www.CCHGroup.com, https://www.linkedin.com/in/baskniphorst/ Twitter: Upon graduation from college I was intrigued by the world of content and joined Wolters Kluwer in 2001. The internet had radically altered the business model and the...…

August 21, 2017 

Karly A. Laughlin, CPA Age: 30 Employer: Belfint, Lyons & Shuman, P.A. Title: Manager, Tax and Small Business City/State: Wilmington, DE Website: www.belfint.com Twitter: @DelawareCPA and @BelfintCPAs Professional Associations/Memberships: Delaware Estate Planning Council (Board Member), Delaware CarePlan, Inc. (Treasurer), Wilmington Tax Group, Delaware Society of CPAs, AICPA   I began my career with BLS as...…