Latest Articles

October 28, 2022 

Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review Doc.It, a document management, workflow and portal solution for accounting firms.

Brian Tankersley, Randy Johnston

Small Business October 28, 2022 

Most noticeably, half of large employers – and more than a third of respondents overall – indicate that they do or will position the HSA as part of a retirement savings strategy to employees

Firm Management October 28, 2022 

The office serves as a home for Puerto Rico-based employees and is a representation of the firm’s strong, long-term commitment to the island and clients in Puerto Rico and other U.S. territories.

Isaac M. O'Bannon

October 28, 2022 

Susan C. Allen, CPA, CITP, CGMA – 2022 40 Under 40 Honoree Senior Manager, Tax Practice & Ethics — Public AccountingAssociation of International Certified Professional Accountantshttps://www.aicpa.org/home LinkedIn: https://www.linkedin.com/in/susanallencpa/Twitter: @SusanAllenCPA https://twitter.com/SusanAllenCPA As a life-long learner and CPA profession advocate, I aim to drive progression in areas such as technology, environmental and social governance, ethical standards and tax...…

October 28, 2022 

Dave Mundy – 2022 20 Under 40 Top Influencer President & FounderAudit Dashboard Inc.www.AuditDashboard.com Dave Mundy founded AuditDashboard after working at PwC and leading finance teams for a private equity asset manager. To help make the lives of accounting professionals easier, AuditDashboard delivers a more connected, secure, and collaborative digital client experience that simplifies and improves how accounting...…

October 28, 2022 

Jacki Jacox, CPA, MPA – 2022 40 Under 40 Honoree Director of Healthcare Consulting and Financial AdvisoryMazars USA LLPhttps://www.mazars.us LinkedIn: https://www.linkedin.com/in/jacoxcpa Jacki Jacox is a CPA and Director of Healthcare Consulting and Financial Advisory. She is an innovative thought leader with more than 12 years of experience at mid-sized and Big 4 public accounting firms,...…

October 28, 2022 

Michael Eckstein, EA – 2022 40 Under 40 Honoree OwnerResting Business Face /  Eckstein Tax Serviceshttps://restingbusihttps://restingbusinessface.com/nessface.com Building my practice- Like many other small firm owners, I started my practice as a side hustle. It was just an experiment to see what would happen. Now, I’ve grown to be one of the top-rated solo firms in...…

October 28, 2022 

David Cristello – 2022 20 Under 40 Top Influencer Founder and CEOJetpack Workflowhttps://jetpackworkflow.com/ David Cristello is a game-changer, ushering new ideas into accounting, a profession that’s been around for thousands of years.  He’s an innovator, leading the development of Jetpack Workflow, an award-winning workflow software for accounting and bookkeeping firms. As a non-technical founder, David...…

October 27, 2022 

Kalil Merhib – 2022 20 Under 40 Top Influencer VP, Growth & Professional ServicesCPA.comwww.cpa.com Transformation & change management enthusiast CAS thought leader Led the launch of CPA.com’s RIVIO clearinghouse Helping lead the launch of the AICPA Dynamic Audit Solution Recognized as a “20 under 40 Superstar” Kalil is the leader of CPA.com’s sales organization, and...…

Taxes October 27, 2022 

The IRS has hired 4,000 new customer service reps to answer phones and provide other services, with more on the way.

Jason Bramwell

October 27, 2022 

Matthew Martin, CPA – 2022 40 Under 40 Top Honoree Director, Cannabis Advisory ServicesCitrin Coopermanwww.citrincooperman.org I have over fifteen years of professional tax and accounting experience, including tax planning and compliance, financial management, and technology. Over the past eight years, I focused on clients in the cannabis industry, assisting them with navigating the maze of...…

October 27, 2022 

Sarah York, EA – 2022 20 Under 40 Top Influencer Staff WriterKeeperwww.keepertax.com Sarah worked in public accounting for 8 years. She began her career in California as a staff accountant and associate advisor for an accounting and financial planning firm. She earned her Enrolled Agent license in 2016 and later moved to Oklahoma, where she...…