Technology January 28, 2026
Melio announced Wednesday the launch of “Agent Mel,” an AI-powered assistant and expert guide that delivers quick responses and valuable insight for payment, product, and vendor questions.
January 27, 2026
January 27, 2026
January 27, 2026
February 26, 2019
Owner, Lawhorn & Associates, PLLC Knoxville, TN Education: Masters of Accountancy – Systems, University of TN, Knoxville Professional Associations/Memberships: TSCPA, AICPA Hobbies: Writing and performing music, fly-fishing and travel. Cell phone: Blackberry Tour How many hours of the day are you plugged in and responsive to client needs? And what tools/products make it possible...…
February 26, 2019
Director of Product Management – Workflow Solutions, CCH, a Wolters Kluwer business Wichita, KS Education: BA in Business Education and BA in Accounting, Bethany College Professional Associations/Memberships: Institute of Internal Auditors (IIA); Association for Computers and Taxation (ACT); KSCPA – Associate Member; XBRL-US (CCH Tax and Accounting member delegate) Civic Involvement: Various local fundraisers and...…
February 26, 2019
President & CEO, Real Time Bookkeeping San Diego, California Education: Associate, Computer Science & Accounting, Southwestern College Professional Associations/Memberships: MSP Alliance, QuickBooks ProAdvisor, AIPB Hobbies: Church, Computers, Sports, Reading. Cell phone: Verizon Droid X Favorite app: Probably the RDP app, this allows me access to my desktop anytime, anywhere. Do you embrace cloud computing?...…
February 26, 2019
Manager, SS&G – CPAs and Advisers Akron, OH Education: B.S. Accounting, The University of Akron Professional Associations/Memberships: AICPA, OSCPA Civic Involvement: Empower Worldwide Outreach (Treasurer and Board Member); PlayhouseSquare Partners, Member Hobbies: Avid guitar player Cell phone: HTC Eris Favorite app: Yelp – it’s a great app when you’re in an unfamiliar town to help...…
February 26, 2019
Manager, SS&G – Certified Public Accountants and Advisers Akron, OH Education: BBA in Accounting, minor in Information Systems, Kent State University Professional Associations/Memberships: AICPA & Ohio Society of CPAs Civic Involvement: March of Dimes Northeastern Ohio Division Hobbies: Reading, Scrapbooking, Volunteering for the March of Dimes, Spending time with family Cell phone: Blackberry Tour Favorite...…
February 26, 2019
Co-Founder & CEO, Simplified Innovations Baltimore, MD Education: B.S. in Accounting from Salisbury State University Professional Associations/Memberships: Maryland Association of CPAs (MACPA) — Board of Directors, Technology Committee, Past Chair and cofounder of the New/Young Professional Network, Tomorrow’s CPA Speaker, Instructor; AICPA — Information Technology Executive Committee for 2009-2011, CPA Ambassador, Virtual Grass Roots Committee;...…
February 26, 2019
5748 In my August 2010 column, I offered some tips for improving email management (www.CPATA.com/go/2894), with the most overriding bit of advice being that, with the ever-increasing amount of email modern professionals receive, it’s more important than ever to be proactive at controlling that influx of communication. This isn’t just for tax and accounting pros,...…
February 26, 2019
Director, Federal and State Tax, CCH, a Wolters Kluwer business City/State: Riverwoods, IL Education: J.D., Georgetown University Law Center, J.D.; B.S. in Accounting, University of Illinois Civic Involvement: Glenview Youth Baseball, Volunteer Our Lady Perpetual Help Hobbies: Jogging, softball, painting, remediation and dispute resolution for those under 8, tennis, travel, coaching Children: I have two...…
February 26, 2019
Managing Director & Partner, RSM McGladrey, Inc. & McGladrey & Pullen, LLP Bloomington, MA Education: Master of Business Taxation, University of Minnesota – Carlson School of Management; BS University of Wisconsin – LaCrosse Professional Associations/Memberships: AICPA, MNCPA Hobbies: Golf, Snowmobiling, Travel and Reading Cell phone: iPhone Favorite app: Urbanspoon – I travel a lot and...…
February 26, 2019
Director of Product Management – Tax Solution Set, CCH, a Wolters Kluwer business Riverwoods, IL Education: BA Communications, MBA, Roosevelt University Professional Associations/Memberships: PDMA (Product Development and Management Association); Pragmatic Marketing Certified, NAFE – National Association of Female Executives Hobbies: Time with my family, reading, snowboarding, boating & wakeboarding. Cell phone: iPhone Favorite app: The...…
February 26, 2019
4970 Have you ever Googled your name or your firm’s name? If not, you should. This is exactly what each of your prospective customers will do. Soon, if not already, customers will look to Facebook or LinkedIn to gather more information about you. The Web is how we learn today. Increasingly, it is how we...…
February 26, 2019
2682 I keep seeing the statistic that 75 percent of accounting professionals are expected to retire in the next 12 years. Whether this stat is spot on or a bit exaggerated, the fact remains that many of us are planning on hanging it up, roping it in, and leisurely riding off into the sunset in...…