Accounting

December 30, 2020 

One challenge for accounting firms is the tendency to keep using legacy softwares that their clients previously used. After all, it isn’t broken, why fix it? The problem with that logic, however, is that it keeps many companies obsolete when there are ...

Shahram Zarshenas

December 29, 2020 

Incorporating automation in your back office is a good way to tackle ROI and ROE simultaneously. When you have removed mindless tasks from your AP team's plates, they are free to spend their energy on more interesting, strategic, and valuable tasks.

December 28, 2020 

Shehan Chandrasekera, CPA – 2020 40 Under 40 Honoree Head of Tax Strategy, Tax PartnerCoinTracker & JAGArgueta CPAs https://www.cointracker.io/ Career highlights: Presented about cryptocurrency taxes for a Google talks video Maintained a cryptocurrency tax column Forbes What are you doing to make a difference in the profession, your community, the world? Building an application that reconciles...…

December 28, 2020 

Whitley Penn Tax Senior Manager, Robert Pike, CPA, has been selected to join National Utility Contractors Association (NUCA)Texas Board of Directors Board of Directors for a 1-year term (2021-2022).

December 28, 2020 

The AICPA and CPA.com have been advising firms to reach out proactively to hard-pressed businesses and begin collecting key documents such as 2020 revenue, monthly payroll amounts, and the like. There are several new provisions in the $310 PPP...

December 28, 2020 

Stimulus payments are just part of it. Also: more unemployment, PPP, EIDL loans, Employee Retention Credit, EIC, CTC, eviction moratorium, and more.

December 28, 2020 

Contrary to what many might expect, the pandemic has done little to damper optimism about growth at most companies. From right before the pandemic hit to today, accountants, bookkeepers, and companies in general continue to have a positive outlook for ...

Jeannie Ruesch

December 27, 2020 

Jessica E. McClain, CPA, CISA, PMP, CGFM – 2020 40 Under 40 Honoree Controller, Brand USAhttps://www.thebrandusa.com/ Career highlights: Spent 11 years in public accounting Currently Controller of NFP association Guest of ‘Where Accountants Go” podcast Guest on CPA Diversity Talk Series Panelist at the MACPA 2020 CPA Innovation Summit in December 2020 Panelist at the...…

December 24, 2020 

James Sean McGettigan, CPA/PFS, CGMA, CFP®, MST – 2020 40 Under 40 Honoree Senior Manager of Financial Planning Stoker Ostler Wealth Advisors, Inc., A part of the BMO Financial Group https://stokerostler.com Career highlights: James has a passion for serving clients, working in collaborative team environments and supporting next generation initiatives. James has extensive experience with...…

December 23, 2020 

Sarah Bradley, CPA – 2020 40 Under 40 Honoree Partner, Edwards Bradley PC Career highlights: With immense gratitude toward the smartest and kindest CPAs I met in the decade I spent with the AICPA’s Personal Financial Planning Section, I joined in partnership with Dirk Edwards to form our new practice Edwards Bradley PC in February...…

December 23, 2020 

Dave Mundy – 2020 20 Under 40 Honoree President and Founder, AuditDashboard.com Career highlights: After working in public practice at PwC and leading finance teams for a private equity asset manager, Dave Mundy founded AuditDashboard – to help make the lives of accounting professionals easier. His vision? To develop and deliver a more connected, secure,...…

December 23, 2020 

Michael Jamison, CPA, CGMA – 2020 40 Under 40 Honoree President, OnTarget CPAhttps://ontargetcpa.com Career highlights: Founded and became President of OnTarget CPA in late 2015 Experience includes many areas of taxation including international tax matters, multi-state taxation, passive activity, tax credits and high net-worth individuals Firm awarded a co-sponsorship with the AICPA for the 2021...…