Accounting

Melisa Galasso D820032x 599c796308a7f

August 22, 2017 

Melisa Galasso, CPA, CGMA – 2017 40 Under 40 Honoree

Melisa F. Galasso, CPA, CGMA Age: 36Employer: Galasso Learning Solutions LLCTitle: OwnerCity/State: Charlotte, NCWebsite: www.galassolearningsolutions.comTwitter: @hoffmamf, @galassolearning Listen to this podcast   Professional Associations/Memberships: AICPA – Technical Issues Committee Member, Leadership Academy Alum (2014) NCACPA – Past Chair A&A Committee, Past President Charlotte Chapter, Charlotte Women Initiative Co-Chair VSCPA – LEAD Task Force Member, Digital...…

1157a09 1  599c70e71efa8

August 22, 2017 

Kevin Bong – 2017 20 Under 40 Honoree

Kevin Bong Age: 27 Employer: AuditFile, Inc. Title: Co-founder  City/State: San Francisco, California Website: www.auditfile.com Twitter: @auditfile_team   Kevin is a co-founder of AuditFile, where he works closely with Steven Bong to execute the Company’s vision for designing a simple-to-use, sophisticated audit automation solution that empowers firms to prepare for the future of auditing. AuditFile received...…

 The New Year’s Resolution

August 22, 2017 

The New Year’s Resolution

In the weeks before my resolution, I researched everything I could find about this new pricing strategy called Value Pricing. I felt bad about charging catch up clients too much because I figured they would just go elsewhere and I would lose out on ...

Kristy Monahan

2cab835 1  57ddae2fe2ab2

August 22, 2017 

Meredith Root Elmore, CPA, MBA – 2017 40 Under 40 Honoree

Meredith Root Elmore, CPA, MBA Age: 28 Employer: Liscio, Inc. (CXO) & Rootworks (Director of Operations) Title: CXO (Chief Experience Officer) City/State: Bloomington, IN Website: liscio.me Twitter: @MeredithRoot Professional Associations/Memberships (please include any leadership roles):   – Intuit’s Account Council   – Rootworks, Director of Operations   I’ve been a member of Intuit’s Accountant Council for 2...…

Steven Bong Auditfile

August 22, 2017 

Steven Bong – 2017 20 Under 40 Honoree

Steven Bong Age: 30 Employer: AuditFile, Inc. Title: CEO City/State: Walnut Creek, CA Website: www.auditfile.com Twitter: @AuditFile_team   Steve is a co-founder and head of development for AuditFile, which introduced the profession’s first complete, cloud-based audit automation solution. Prior to starting AuditFile in 2011, Steve used his degree in statistics from UC Berkeley as an analyst in the financial services...…

 AICPA Supports New Credit Union Audit Report Policy

August 22, 2017 

AICPA Supports New Credit Union Audit Report Policy

The American Institute of CPAs supports the National Credit Union Administration’s focus on the overall integrity of audit report submissions, and recently worked with the regulatory body to remove obstacles to the implementation of a new policy designed

CHKPT p 1  599c37cf4b81d

August 22, 2017 

New Guide Focuses on Revenue Recognition

Thomson Reuters has released PPC’s Guide to Revenue Recognition, providing in-depth and practical guidance for accountants and their clients on the new requirements for how and when revenue is recorded. These changes will impact financial reporting ...

docuware_logo_rgb_9faslucke6z8o_cuf

August 22, 2017 

DocuWare Conference to be Held May 8-10, 2018

Through interactive workshops, DocuWare experts will showcase the latest in document management technology with a special emphasis on cloud solution benefits. DocuWare experts and Partners will learn from each other through meaningful discussions and ...

Sean 599c34df0df02

August 22, 2017 

Sean A. Hanthorn, MBA – 2017 20 Under 40 Honoree

Sean A. Hanthorn Professional Credentials (CPA, EA, MBA, etc if any): MBA Age: 38 Employer: Rootworks LLC / RootAdvisors LLC Title: Director of Education Services – Rootworks LLC / Director of System Strategies – RootAdvisors LLC City/State: Ferndale Michigan Website: Twitter: @SHMSU02 Spent over 8 years consulting, training, supporting, and assisting sales in the accounting software arena...…

Ross Riskin   Professional Photo 1 599c338dbe002

August 22, 2017 

Ross Riskin, CPA, PFS, CCFC, MST – 2017 40 Under 40 Honoree

Ross A. Riskin  Professional Credentials (CPA, EA, MBA, etc if any): CPA/PFS, CCFC, MST  Age: 26  Employer: American Institute of Certified College Financial Consultants | Albertus Magnus College | Riskin Advisory, LLC  Title:  Founder | Assistant Professor of Accounting and Finance | Managing Member  City/State: Bethany, Connecticut  Website: www.rossriskin.com  Twitter: @rossriskin  Professional Associations/Memberships:   American...…

AAEAAQAAAAAAAAkPAAAAJDA2OTUyYWQ2LTUyODAtNDBkOC1hMmU4LWJiMDQ2NTQxMDMzMg 1  599c320a59de9

August 22, 2017 

Blake Oliver – 2017 40 Under 40 Honoree

Blake Oliver Age: 34Employer: Armanino LLPTitle: Manager, ConsultingCity/State: Los Angeles, CAWebsite: http://www.blakeoliver.com, http://www.armaninollp.com Listen to this podcast   In 2011, I started an online bookkeeping service called Cloudsourced Accounting. My partners and I had the explicit goal of disrupting the business models of traditional CPA firms and freelance bookkeepers. As a completely virtual firm, we...…

retail store 1  57433277a15f6

August 21, 2017 

Retail Sales Jump 3.5%

Retail sales in July increased by 0.6 percent over June on a seasonally adjusted basis, triple the revised 0.2 percent growth seen in June, according to calculations released today by the National Retail Federation. Sales increased by 3.5 percent ...