Latest Articles

September 8, 2014 

J. Adam Hancock, CPA, CVA – 32 Shareholder/Director of Consulting Riney Hancock CPAs PSCOwensboro, KY & Evansville, IN   What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) The greatest change in workflow...…

September 8, 2014 

Sean Hanthorne – 35 Director of Education ServicesRootworks, LLC / Root & AssociatesFerndale, MI   What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) I would have to say the biggest change/challenge in...…

September 8, 2014 

Brandon Houk, CPA (inactive) – 30 Director of Accountant ProgramsAvalara, Inc.Seattle, WA   What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) Avalara strives on an ongoing basis to determine how best to...…

September 8, 2014 

Erin S. Jones, CPA – 33 ManagerWilkins Miller Hieronymus, LLCMobile, AL   What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) Employee development and retention. To what extent have you and your practice/company...…

September 8, 2014 

Barrett Young III, CPA – 30 Founding MemberThe Green AbacusLa Plata, MD   What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) The greatest challenge in workflow for The Green Abacus has been...…

September 8, 2014 

Stacy L. Kildal, ACQB ProAdvisor – 39 President, Co-Founder & Co-HostKildal Services / The QB ShowWhite Lake, MI   What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) I think for us, it’s going...…

September 8, 2014 

Cathy Iconis, CPA – 34 CEO & Client Finance DirectorIconis GroupAtlanta, GA   What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) Having a streamlined project management system has been an issue for...…

September 8, 2014 

Byron Patrick, CPA.CITP, CGMA, CCA, MCSE – 37 CEO & Co-FounderSimplified Innovations, Inc.Baltimore, MD   What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) There is no doubt that as we have grown...…

September 8, 2014 

David Leary, QB Online ProAdvisor – 39 Senior Development EvangelistIntuit, Inc.Tucson, AZ   What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?)  The transition from desktop software to SaaS based cloud software is...…

September 8, 2014 

Christian James – 37 Chief Operating OfficerXcentricBozeman, MT   What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) Xcentric’s workflow challenges are pretty similar to CPA firms in that we all benefit from...…

September 8, 2014 

Dominique Molina, CPA, CTC – 39 President & FounderAmerican Institute of Certified Tax CoachesSan Diego, CA   What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) The greatest change we have seen in...…

September 8, 2014 

Adam Kupperman, MBA – 39 Vice President & Head of ONESOURCE Firm EditionThomson ReutersHoboken, NJ   What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) The greatest single challenge for firms in workflow...…