Technology June 1, 2026
TaxPlanIQ, a tax planning and advisory platform serving accounting firms across the U.S., said enrollment is open for the third quarterly cohort of its Certified Concierge TaxPlanIQ Advisor program.
September 23, 2019
Will Buckley, CA Country Manager, Canada Xerowww.xero.com Career Highlights: After pursuing a degree in accounting, Will spent the early years of his career in public and corporate accounting across public practice, corporate finance (M&A), commercial finance, and technology. In 2013, he founded buckleybrown, a 100% cloud accounting practice for small business owners in Australia. Will...…
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September 23, 2019
Dr. Sean Stein Smith, CPA, CMA, CGMA Assistant Professor, Lehman College, City University of New Yorkhttp://www.lehman.edu/academics/economics-business/faculty-spotlight.php Career Highlights: E.C. Harwood Visiting Research Fellow, American Institute for Economic Research – 2019 Named 40 under 40 by CPA Practice Advisor in 2017, 2018, and 2019 Member of the 2017 AICPA Leadership Academy Named Young Professional of the...…
September 23, 2019
Marjorie Adams CEO, FourlaneAustin, TXwww.fourlane.com Career Highlights: Top QSP since 2010 Writer of the QBES certification for Intuit Over 40 employees in 10+ states Accounting Today top Technology firm 2019 First employees still work for Fourlane 8 years later. What are you doing to make a difference in the profession, your community, the world? We...…
September 23, 2019
Steven J. Baum, CPA Principal, Friedman LLP Hoboken, NJ https://www.friedmanllp.com Career Highlights: Steve Baum, a Principal at Friedman LLP, is the embodiment of a “game-changer.” He is a leader in the firm’s Public and Private Companies Assurance group, where he specializes in digital currency and blockchain technology auditing. Steve works at the intersection of business...…
September 23, 2019
Elizabeth Pittelkow Kittner, CPA.CITP, CGMA, DTM Head of FinanceInternational Legal Technology Association (ILTA)Chicago, ILhttps://www.iltanet.org Career Highlights: Passing the CPA Exam Working in public, corporate, and nonprofit accounting Attending AICPA’s Leadership Academy Earning my CITP and CGMA designations Achieving DTM status in Toastmasters Serving as a volunteer leader for the AICPA and Illinois CPA Society Speaking...…
September 23, 2019
Megan D. Lewczyk, CPA, MAcc Owner, Megan D Lewczyk, CPA, LLC Kailua, Hawaii Megan Lewczyk is a CPA, location independent entrepreneur, lifelong learner. She started her career at KPMG in the IT attestation department in Denver. Before that, she attended the University of Denver and graduated summa cum laude with her undergraduate degree in general...…
September 23, 2019
Ben Richmond, CA U.S. Country ManagerXeroDenver, COwww.Xero.com/us Career Highlights: Ben started his career in a large regional accounting practice before working for New Zealand’s largest telecommunications company where he focused on SEC compliance and investor reporting. He joined Xero in New Zealand in 2013 where he led the country’s national growth and spearheaded Xero’s global...…
September 23, 2019
Cathy Iconis, CPA CEOIconis Group/QBOchatAtlanta, GAwww.qbochat.com Career Highlights: After gaining experience as a forensic accountant, auditor, and staff accountant, I started my own virtual bookkeeping practice. I have been in practice for over 10 years. I quickly became an expert in QuickBooks Online and being a fan of the software before it was even cool. Then,...…
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September 23, 2019
Daniel Figueredo, CPA, CGMA PartnerBPM LLPSan Francisco, CAwww.bpmcpa.com Career Highlights: BPM Management Committee Partner in Charge of BPM Industry Groups Nonprofit Industry Group Leader FinTech Leader 1st homegrown partner at BPM What are you doing to make a difference in the profession, your community, the world? My work with nonprofit organizations extends well beyond his...…
September 23, 2019
Martin Zych CEO & Co-Founder Jirav www.jirav.com Career Highlights: Martin co-founded Jirav in 2015 and leads the team as CEO. Previously he was the Controller and Finance Director at several venture backed companies along with many years consulting in he outsourced accounting space. During this time he set up dozens of finance & accounting functions and has helped raise...…
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September 23, 2019
Garrett Wagner, CPA.CITP CEO/Founder C3 Evolution Group, C3 Advisory, C3 Financial Rochester, NYwww.c3evolutiongroup.com Career Highlights: Coaching accountants, CPAs, and advisors around the country and helping them break free of the box and become Entrepreneurial CPAs. Being a part of the amazing and continued success and growth the Entrepreneurial CPA Channel on YouTube with the highly...…
September 23, 2019
Aaron Berson, CPA, MSA CEOFringe Accounting Co.New York City fringeaccounting.com Career Highlights: I always find I have some difficulty with this question, I never want to sound boasting or pompous as I believe with all my being that we need to stay humble and help each other as equals. However, this past year I have...…