Awards and Rankings

August 25, 2013 

Joshua Dubrow, CPA — 31Senior Manager, Nussbaum Yates Berg Klein & Wolpow, LLPMelville, NY www.nybkw.com Education: B.S. Accounting, Pennsylvania State UniversityProfessional Associations/Memberships: Chair – NYSSCPA Small Business Outreach Committee; Member: AICPA, NYSSCPA, LISTnetHobbies: Philanthropy: Founder of the JAD Fund (www.jadfund.org), Golf, Family and Friends What are the key areas of your firm that have seen...…

August 25, 2013 

Jamie Sutherland — 39President, Xero U.S.San Francisco, CA www.xero.com/us Education: MBA, Schulich School of Business, York University; Bachelor of Commerce, Finance & International Business, McGill University Professional Associations/Memberships C100 Charter Member: The C100 is a non-profit, member-driven organization that supports Canadian technology entrepreneurship through mentorship, partnership and investment. Board Director of Center of Development through Education...…

August 25, 2013 

Jason B. Wells, CPA, ABV, CFF, CVA, CFFA — 39Principal, Jackson Thornton & Co.Montgomery, Alabama Education: Bachelor of Science in Accounting, Birmingham Southern College, Master in Professional Accounting, The University of Texas, AustinProfessional Associations/Memberships: Montgomery Estate Planning Council, National Association of Certified Valuation Analysts (NACVA), American Institute of Certified Public Accountants (AICPA), Alabama Society of...…

August 25, 2013 

Jennifer Warawa — 37VP, Partner Programs & Channel Sales, SageAtlanta, GA www.na.sage.com, www.jenniferwarawa.com Education: Strategic Marketing Management at Harvard Business School, Accounting at Okanagan University CollegeProfessional Associations/Memberships: Team Captain, American Cancer Society’s Relay for Life, Committee Lead, IT AllianceHobbies: Reading, writing, blogging   On a broader scale, how do you see new technologies changing the...…

August 25, 2013 

Jim Boomer, CPA.CITP, CGMA, MBA — 37 CIO/Shareholder, Boomer Consulting, Inc.Manhattan, KS www.boomer.com, www.thinkplangrow.net Education: Masters of Business Administration (Marketing & Entrepreneurship), University of Texas at Austin; Bachelors of Science in Business Administration (Accounting & Management Information Systems), Kansas State University Professional Associations/Memberships: AICPA (TECH+ Conference Steering Committee, CITP Credentials Committee, Member, Chair of CITP...…

August 25, 2013 

Joe Lauzen, CPA — 37   President, Lauzen Accounting  Warrenville, IL www.lauzenaccounting.com Education: Bachelor of Science in Accountancy from University of IllinoisProfessional Associations/Memberships: RootWorks, PASBA, AMMOHobbies: Fly Fishing, Rowing, Watching College Football What are the key areas of your firm that have seen the greatest change in workflow over the past few years? Are you...…

August 25, 2013 

Jonyce J Bullock, CPA, CGMA — 35Partner, Squire & Company, PCOrem, UT www.squire.com/, www.squire.com/quickbooks-blog Education: Masters of Accountancy; Brigham Young UniversityProfessional Associations/Memberships: AICPA, Utah Association of CPAs; Vice President; American Woman’s Society of Certified Public AccountantsHobbies: Swimming, Road biking, camping, reading What are the key areas of your firm that have seen the greatest change...…

August 25, 2013 

Jordan C. Kleinsmith, PMC — 29Product Manager, Enterprise Segment, Thomson ReutersTecumseh, MI http://cs.thomsonreuters.com / https://cs.thomsonreuters.com/blogs/ Education: B.A. History, Hillsdale College, Hillsdale, MIHobbies: Austrian economics, history, cliometrics, gadgetry, bagpiping, jogging, tea parties with my daughters What are the key areas of your firm that have seen the greatest change in workflow over the past few years?...…

August 25, 2013 

Daniel T. Moore, CPA — 35Owner, D.T. Moore & Company                               Salem, OH www.dtmooreandcompany.com Education: Bachelor of Business Administration-Accounting, Kent State University; Master of Public Administration- Gannon University Professional Associations/Memberships: American Institute of Certified Public Accountants, Serves on Individual Tax Technical Resource Panel, Ohio Society of CPA’s- Serve on the Public Relations Advisory Council and Tax...…

August 25, 2013 

Dan Nicholson, CPA, CGMA — 32Founder/CEO, Nth Degree CPAs, PLLCSeattle, WA www.nthdegreecpas.com Education: Seattle University Bachelor of Arts in Business Administration with emphases in Accounting and E-Commerce Information SystemsProfessional Associations/Memberships: WSCPA, AICPA, President-Elect Seattle University Alumni Board of GovernorsHobbies: marathons, triathlons, live music, building our business What are the key areas of your firm that...…

August 25, 2013 

Dan Zitting, CPA.CITP, CISA, GRCP — 31VP Product Management & Design, ACL Services Ltd.New York, NY www.acl.com Education: BS Information Systems & Finance, Colorado State University; MS Accountancy, University of Notre DameProfessional Associations/Memberships: IIA, ISACA, AICPA, OCEGHobbies: Golf, Skiing/Snowboarding, and Technology Have you embraced cloud computing for your practice? Are you moving your clients to...…

August 25, 2013 

Dustin Wheeler, CPA — 34Senior Supervisor, Hawkins Cloward & SimisterOrem, UT www.dustinwheelercpa.com Education: Master’s of Accountancy, University of Nevada-Las Vegas; Bachelor’s of Accounting, Brigham Young University-IdahoProfessional Associations/Memberships: AICPA, Nevada Society of CPAsHobbies: Pickup basketball, biking, hiking, puzzles, board games, home video editing, spending time with family   Have you embraced cloud computing for your practice?...…