Accounting Technology Lab Podcast February 6, 2026
Randy Johnston and Brian Tankersley recap their firsthand experience at Acumatica Summit 2026 in Seattle, framing it as a year of evolution rather than revolution for the cloud ERP platform.
February 6, 2026
February 6, 2026
February 6, 2026
February 6, 2026
August 18, 2017
TaxWise from Wolters Kluwer is a good fit for smaller firms that process a significant amount of tax returns. The program is bi-lingual, offering both English and Spanish versions, and an online version of TaxWise is available online for firms that ...
August 18, 2017
UltraTax CS from Thomson Reuters is well suited for larger, full-service accounting firms that are looking for a scalable application that offers solid paperless options. Though UltraTax CS can be used as a stand-alone product, it is far more ...
August 18, 2017
Tax compliance systems are a necessity for the busy tax professional that annually has to sift through the latest laws, what may become law, or what is no longer relevant in order to accurately prepare tax forms for their clients.
August 18, 2017
This competition and need for increased productivity has driven technology innovation in the last few years, from tax document automation, to increased integration options, and mobile expense tracking apps that are focused on keeping solid records for ...
August 18, 2017
Bloomberg BNA offers accountants a variety of tax tools and resources. For accounting firms that need to process estate and gift tax for their clients, BNA Estate and Gift Tax ™ 706 Preparer and BNA Estate & Gift Tax™ 709 Preparer can be a time saver.
August 18, 2017
ATX from Wolters Kluwer is well suited for smaller firms and sole practitioners that process non-complicated tax returns for individuals and clients. ATX also offers both tax law research and practice management integration to create a comprehensive...
August 17, 2017
Cromwell Baun, CPA, PFS, CFA, CFP, CIMA Age: 39 Employer: UBS Financial Services Inc. Title: First Vice President – Wealth Management City/State: Atlanta, GA Website: http://financialservicesinc.ubs.com/team/thestephensonbaunwmg/ Twitter: Professional Associations/Memberships: The Georgia Society of CPAs -Member, Leadership Council -President, Atlanta Chapter -Member, Estate and Financial Planning Advisory Council -Chair, Financial Literacy Task Force -Member, Diversity and...…
August 17, 2017
Kristen Rampe, CPA Age: 38 Employer: Kristen Rampe Consulting Title: Founder City/State: Grand Rapids, Michigan Website: https://kristenrampe.com Twitter: @kristenrampe 2000: Graduated from Butler University and started my career at the Big 4 2003: Became a licensed CPA; switched to working in industry, and learned what it’s like on the other side of the public accounting...…
August 17, 2017
Kelly Ward, CPA, CGMA, EA, MBA Age: 32 Employer: Robinson & Ward, PC Title: Principal/CPA City/State: Fairbanks, Alaska Website: www.rwcpaak.com Twitter: kellywardcpa Professional Associations/Memberships: AICPA- Financial Literacy Committee; Student Recruitment Committee; PCPS Young Owners/Decision Makers Networking Group member Alaska Society of CPAs – President-Elect; Financial Literacy Committee, Chair; Leadership Committee; Relations with Education Committee Alaska...…
August 17, 2017
Marc Mehlman, MBA Age: 40 Employer: Thomson Reuters Title: Head of ONESOURCE Direct Tax and Global Compliance and Reporting City/State: Hoboken, NJ Website: https://tax.thomsonreuters.com/products/brands/onesource/ Twitter: https://twitter.com/youronesource I started my career on Wall Street at Sanford C. Bernstein working as a portfolio manager before earning my MBA at the NYU Stern School of Business. Post...…
August 17, 2017
Lindsay Stevenson, CPA, CGMA Age: 35Employer: 1st Financial Bank USATitle: Vice President – Finance & TaxCity/State: Dakota Dunes, South Dakota Listen to this podcastProfessional Associations/Memberships: (1) AICPA – (a) general council (member-at-large) 2018-2021; (b) YMLC (Young Members Leadership Committee) Vice Chair; (c) WIEC (Women’s Initiatives Executive Committee) member; (d) DIEP (Depository Institutions Expert Panel) member....…
August 17, 2017
Nick Pasquarosa, MST Age: 25Masters in TaxationEmployer: Bookkeeper360Title: Founder & Chief Executive OfficerLong Island, New Yorkwww.bookkeeper360.com Listen to this podcast Professional Associations/Memberships: Xero Partner Advisory Council, Young Entrepreneur Council, Forbes Technology Council, Board Member of FLIP Society a 501(c)(3) Organization As founder and CEO of Bookkeeper360, Bookkeeper360 has grown to be recognized as the...…