Firm Management May 26, 2026
Centri Business Consulting has secured a $20 million credit facility from Citizens Financial Group, which the Philadelphia-based top 200 accounting firm will use for the next phase of its strategic growth plan.
September 8, 2014
Paul Weisinger, CPA/ABV, CVA – 38 Partner, Walthall CPAsCleveland, OH 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?) Over the past few years, there have been a number of variables creating...…
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...…