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
J. Adam Hancock – 2014 40 Under 40 Honoree
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 Hanthorn – 2014 40 Under 40 Honoree
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 – 2014 40 Under 40 Honoree
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 – 2014 40 Under 40 Honoree
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 – 2014 40 Under 40 Honoree
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 – 2014 40 Under 40 Honoree
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 – 2014 40 Under 40 Honoree
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 – 2014 40 Under 40 Honoree
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 – 2014 40 Under 40 Honoree
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 – 2014 40 Under 40 Honoree
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 – 2014 40 Under 40 Honoree
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 – 2014 40 Under 40 Honoree
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...…