Accounting Technology Lab Podcast September 3, 2026
Randy and Brian talk with Sage's Nancy Sperry about how AI can help firms and finance pros reinvent their practices around advisory services.
August 4, 2026
September 8, 2026
September 8, 2026
September 8, 2026
September 8, 2026
August 26, 2018
Lance Lvovsky, CPA Tax Supervisor, Private Client Services.RSM US LLPwww.rsmus.com Twitter: @RSMUSLLPLinkedIn: www.linkedin.com/in/lancelvovsky Professional Associations/Memberships: Board Member, Young Leadership Division, Jewish Federation of Broward County Steering Committee, Advisors Philanthropy Initiative, Jewish Community Foundation Member of NextGen, HANDY Member, Ghost Light Society, Broward Performing Arts Foundation Member, Broward Young Professionals, American Israeli Public Affairs Committee Member,...…
August 26, 2018
Hector Garcia, CPA Accountant, QuickBooks Expert, and Business Consultant Twitter @QBKACCOUNTING Facebook Business Page Personal YouTube Channel Anchor Podcast LinkedIn Profile www.hectorgarcia.com Career highlights: 1) Intuit Accountant’s Council 2016-2017 2) Top 10 ProAdvisor (Top Trainer) 2017 3) Top 40 under 40 CPA 2016 – 2018 Paragraph summarizing your outreach beyond your firm – what...…
August 24, 2018
Alina Nikishina, CPA Implementation and Product Manager,The Mastery NetworkDenver, CO Social Media:https://www.facebook.com/themasterynetwork Professional Associations/Memberships: AICPA, COCPA, PASBA (Vendor Member), Assoc. of Professional Women (Secretary for Outreach Committee) Career Highlights: The most recent highlight has been working with a team to develop “The Mastery Network” and its programs. These programs will help professional firms gain a...…
August 24, 2018
Jeremy Milo, J.D., LL.M. Manager, Client Escalation & Success,Bloomberg TaxArlington, VAwww.BloombergTaxTech.com Social Media: Facebook: https://www.facebook.com/bloombergtaxtech/ Twitter: https://twitter.com/bloombergtax Company LinkedIn: https://www.linkedin.com/showcase/bloombergtaxtech/ Personal LinkedIn: https://www.linkedin.com/in/jeremy-milo-44517234/ Career Highlights: As a Client Escalation and Success Manager, Jeremy Milo serves as the liaison between the accounting industry and Bloomberg Tax corporate executives. He believes that communication is key to ensuring...…
August 24, 2018
Matthew “Donny” Donaldson Head of Channel Sales,ExpensifySan Francisco, CAwww.Expensify.com Social Media:Twitter: @originaldonny Career Highlights: My career at Expensify has been a whirlwind! It dates back to 2014 when I was living in Arizona. I was convinced by my now-colleagues to fly up for an interview. Two weeks later, I was a San Francisco resident and...…
August 24, 2018
Jackie Meyer, CPA, CTP, CTC, MSA CEO/Founder,Meyer Tax Consulting, LLCSouthlake, TXwww.theconciergecpa.com, www.meyertax.com twitter.com/jackiemeyercpa facebook.com/meyertax https://www.facebook.com/groups/Accountingfirminfluencers/ Professional Associations/Memberships: AICPA AICTC Intuit Trainer Writer Network Intuit Tax Council/ProConnect Customer Council Southlake Executive Womens Forum C12 Group Accounting Firm Influencers Moderator GRACE Auction Committee Chair Career Highlights: I founded Meyer Tax, a concierge and tax strategy focused CPA...…
August 24, 2018
Sarah Dobek President and FounderInovautus ConsultingBoulder, COwww.inovautus.com Social Media: Twitter: @Inovautus | @sarah_johnson28 https://www.linkedin.com/in/sjjohnson https://www.facebook.com/inovautus.consulting Career Highlights: Sarah is the Founder and President of Inovautus Consulting and the President of CPAsNET. She is a successful growth advisor that helps public accounting firms grow and evolve. Sarah is nationally recognized for her contributions to the profession, having appeared on...…
August 24, 2018
Sarah Krom, CPA Managing Partner,SKC & Co. CPAs, LLCBoontown Township, NJwww.skcandco.com Social media handles: https://www.facebook.com/SKCandCo/https://www.linkedin.com/company/skc-co-cpas-llc/ Professional Associations/Memberships: AICPA member and current member of Council NJCPA – former chair of the Young CPA Committee (now Emerging Leaders) Former Board of Trustee member (3 year term) Current President of NJCPA Career Highlights: Summa cum laude graduate from...…
August 24, 2018
Vincent Porter, CPA, QuickBooks ProAdvisor President & CEO,Porter & Company CPAsIrving & Plano, TXwww.MyTexasCPA.com Twitter – @vipcpa Linkedn – https://www.linkedin.com/in/vincent-porter-8b9a001 Professional Associations/Memberships (please include any leadership roles): Board of Director, Finance Committee – Community Storehouse of Keller, TX AICPA Texas Society of CPA – Fort Worth Chapter Career Highlights: Vincent “Vince” Porter, CPA has been...…
August 24, 2018
Women started an average of 1,821 new businesses per day in the U.S. between 2017 and 2018, according to analysis in the 2018 State of Women-Owned Businesses Report (PDF) commissioned by American Express. This level of new business formation ...
August 23, 2018
Intuit is the company behind TurboTax, the dominant brand in the consumer income tax market, as well as QuickBooks, Quicken, Mint and professional tax and accounting software brands.
August 23, 2018
William G. Hill, MBA Manager, Training, Consulting & Implementation Services,Thomson ReutersAnn Arbor, MIhttp://tax.tr.com LinkedIn: www.linkedin.com/in/wghill Career Highlights: Creation and growth of the Practice Forward service Creation of the consulting implementation methods used at Thomson Reuters Tax & Accounting Speaker at both Synergy and Partner Summit events Assisting hundreds of firms 1-1 with firm management tools,...…