Firm Management August 31, 2026
How Accounting Firms Can Protect Against the Rising Threat of Vishing
Accounting and CPA firms hold exactly the kind of data that makes them an attractive target.
February 26, 2019
Brian Steinert — 36
Director of Product Management – Workflow Solutions, CCH, a Wolters Kluwer business Wichita, KS Education: BA in Business Education and BA in Accounting, Bethany College Professional Associations/Memberships: Institute of Internal Auditors (IIA); Association for Computers and Taxation (ACT); KSCPA – Associate Member; XBRL-US (CCH Tax and Accounting member delegate) Civic Involvement: Various local fundraisers and...…
February 26, 2019
Robert Chandler, Certified QuickBooks® ProAdvisor — 39
President & CEO, Real Time Bookkeeping San Diego, California Education: Associate, Computer Science & Accounting, Southwestern College Professional Associations/Memberships: MSP Alliance, QuickBooks ProAdvisor, AIPB Hobbies: Church, Computers, Sports, Reading. Cell phone: Verizon Droid X Favorite app: Probably the RDP app, this allows me access to my desktop anytime, anywhere. Do you embrace cloud computing?...…
February 26, 2019
Thomas Fantin, CPA.CITP — 33
Manager, SS&G – CPAs and Advisers Akron, OH Education: B.S. Accounting, The University of Akron Professional Associations/Memberships: AICPA, OSCPA Civic Involvement: Empower Worldwide Outreach (Treasurer and Board Member); PlayhouseSquare Partners, Member Hobbies: Avid guitar player Cell phone: HTC Eris Favorite app: Yelp – it’s a great app when you’re in an unfamiliar town to help...…
February 26, 2019
Rhonda C. Miller, CPA.CITP — 37
Manager, SS&G – Certified Public Accountants and Advisers Akron, OH Education: BBA in Accounting, minor in Information Systems, Kent State University Professional Associations/Memberships: AICPA & Ohio Society of CPAs Civic Involvement: March of Dimes Northeastern Ohio Division Hobbies: Reading, Scrapbooking, Volunteering for the March of Dimes, Spending time with family Cell phone: Blackberry Tour Favorite...…
February 26, 2019
Byron Patrick, CPA.CITP, MCSE — 33
Co-Founder & CEO, Simplified Innovations Baltimore, MD Education: B.S. in Accounting from Salisbury State University Professional Associations/Memberships: Maryland Association of CPAs (MACPA) — Board of Directors, Technology Committee, Past Chair and cofounder of the New/Young Professional Network, Tomorrow’s CPA Speaker, Instructor; AICPA — Information Technology Executive Committee for 2009-2011, CPA Ambassador, Virtual Grass Roots Committee;...…
February 26, 2019
Tracy Gaspardo Mortenson, J.D., CPA — 39 (God help me)
Director, Federal and State Tax, CCH, a Wolters Kluwer business City/State: Riverwoods, IL Education: J.D., Georgetown University Law Center, J.D.; B.S. in Accounting, University of Illinois Civic Involvement: Glenview Youth Baseball, Volunteer Our Lady Perpetual Help Hobbies: Jogging, softball, painting, remediation and dispute resolution for those under 8, tennis, travel, coaching Children: I have two...…
February 26, 2019
Dean Sengstock, CPA — 36
Managing Director & Partner, RSM McGladrey, Inc. & McGladrey & Pullen, LLP Bloomington, MA Education: Master of Business Taxation, University of Minnesota – Carlson School of Management; BS University of Wisconsin – LaCrosse Professional Associations/Memberships: AICPA, MNCPA Hobbies: Golf, Snowmobiling, Travel and Reading Cell phone: iPhone Favorite app: Urbanspoon – I travel a lot and...…
February 26, 2019
Tanya Rose — 38
Director of Product Management – Tax Solution Set, CCH, a Wolters Kluwer business Riverwoods, IL Education: BA Communications, MBA, Roosevelt University Professional Associations/Memberships: PDMA (Product Development and Management Association); Pragmatic Marketing Certified, NAFE – National Association of Female Executives Hobbies: Time with my family, reading, snowboarding, boating & wakeboarding. Cell phone: iPhone Favorite app: The...…
February 26, 2019
Branding Your Firm on the Cheap and at Warp Speed
7831 By Scott Cytron, ABC Just reading the few words that make up this story’s headline, branding purists have already made up their minds that I don’t know what I’m talking about. After all, doesn’t branding take months to accomplish through a bevy of paid consultants who want you to spend a lot of money...…
February 26, 2019
40 Under 40 Fun Facts
Innovation is his middle name… Well, actually it’s Jason Blumer’s middle title. He is the Chief Innovation Officer for Blumer & Associates, CPAs, PC. The iPhones have it. More of this year’s 40 Under 40 Honorees use iPhones (17) than any other brand. BlackBerrys are second in popularity with 13. The new Android platform...…
February 26, 2019
5 Tips to Optimize Your Internet Use
4338 Over the past several months, I’ve been addressing issues involving “information overload” and how to more strategically use the communication tools and other technologies that seem to be increasingly controlling us and our time. From email to smartphones, general Internet usage, social media and instant communications like chat and text, we are seemingly inundated...…
February 26, 2019
Why Search Engine Optimization Matters
7984 Search engine optimization (SEO) is about marketing your accounting practice on the Internet by improving the volume and quality of traffic to your website from search engine results pages. In other words, it’s about getting your website found on the Internet when someone is hunting for your services by going to Google, Yahoo! or...…