Accounting October 6, 2026
The 2026 AI Finance Stack
73 tools worth knowing, how I would put them together, and the trends behind why finance teams are picking them.
September 8, 2014
Chris Farmand – 2014 40 Under 40 Honoree
Chris Farmand, CPA.CITP, MBA – 35 Managing MemberSmall Batch StandardJacksonville, FL 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?) In 2010 we began serving the craft brewing industry. We have evolved...…
September 8, 2014
Marjorie Adams – 2014 40 Under 40 Honoree
Marjorie Adams – 32 President, AQBAustin, TX 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?) We are completely recreating our process management system. We have an accounting package, but we use...…
September 8, 2014
Danielle Supkis Cheek – 2014 40 Under 40 Honoree
Danielle Supkis Cheek, CPA, CFE, CVA – 30 President, D. Supkis Cheek, PLLCHouston, TX 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 have been very fortunate to be a Native...…
September 8, 2014
Brian Tully – 2014 40 Under 40 Honoree
Brian Tully – 39 V.P. & Head, ONESOURCE Transfer PricingThomson ReutersNew York 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?) In today’s iPhone world, software needs to be intuitive and solve...…
September 8, 2014
Jonyce J. Bullock – 2014 40 Under 40 Honoree
Jonyce J. Bullock, CPA, CGMA – 36 PartnerSquire & Company, PCOrem, UT 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 challenges I have seen in workflow are not in finding...…
September 8, 2014
Shayna B. Chapman – 2014 40 Under 40 Honoree
Shayna B. Chapman, CPA.CITP, CGMA – 39 Owner MemberShaynaCo, LLCGallipolis, 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?) The greatest change in workflow over the last few years has been...…
September 8, 2014
Angie Grissom – 2014 40 Under 40 Honoree
Angie Grissom – 37 President/OwnerThe Rainmaker CompaniesNashville, TN 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 biggest challenge I see firms facing is the trend towards having a virtual workforce....…
September 8, 2014
Dustin Wheeler – 2014 40 Under 40 Honoree
Dustin Wheeler, CPA – 35 ManagerHawkins, Cloward & SimisterOrem, UT 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?) Hawkins Cloward & Simister adopted front-end scanning of tax documents and paperless tax preparation...…
September 8, 2014
Craig Walker – 2014 40 Under 40 Honoree
Craig Walker – 36 Chief Technology OfficerXeroNew York What are the key challenges you see firms facing over the past few years? I see many accounting professionals and firms still spending a lot of time doing lower-value, non-billable work such as data entry, managing software version mismatches or filing paper documents. The cloud offers a...…
September 8, 2014
Jennifer Warawa – 2014 40 Under 40 Honoree
Jennifer Warawa, CPA.CITP – 38 Vice President & General ManagerSage Accountant SolutionsLawrenceville, GA To what extent have you and your practice/company embraced cloud computing? Sage is a company that believes in purposeful innovation, introducing software and solutions to small and medium-sized businesses (SMBs) as they have a need for them, rather than innovating for...…
September 8, 2014
Paul J. Loftus – 2014 40 Under 40 Honoree
Paul J. Loftus – 39 V.P., Sales Revenue & RetentionWolters Kluwer, CCHAtlanta, 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?) Today’s CPA firms are faced with the daunting tasks of...…
September 8, 2014
Paul Weisinger – 2014 40 Under 40 Honoree
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...…