Accounting Technology Lab Podcast March 12, 2026
Randy and Brian discuss the major announcements revealed at Zoho Day 2026, an analyst event attended by more than 100 industry experts from firms such as Gartner, IDC, and Forrester.
March 11, 2026
March 11, 2026
March 11, 2026
September 8, 2014
Jennifer Warawa, CPA.CITP – 38 Vice President & General ManagerSage Accountant SolutionsLawrenceville, GA To what extent have you and your practice/company embraced cloud computing? Sage is a company that believes in purposeful innovation, introducing software and solutions to small and medium-sized businesses (SMBs) as they have a need for them, rather than innovating for...…
September 8, 2014
Paul J. Loftus – 39 V.P., Sales Revenue & RetentionWolters Kluwer, CCHAtlanta, GA What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) Today’s CPA firms are faced with the daunting tasks of...…
September 8, 2014
Paul Weisinger, CPA/ABV, CVA – 38 Partner, Walthall CPAsCleveland, OH What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) Over the past few years, there have been a number of variables creating...…
September 8, 2014
Sean Hanthorne – 35 Director of Education ServicesRootworks, LLC / Root & AssociatesFerndale, MI What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) I would have to say the biggest change/challenge in...…
September 8, 2014
Brandon Houk, CPA (inactive) – 30 Director of Accountant ProgramsAvalara, Inc.Seattle, WA What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) Avalara strives on an ongoing basis to determine how best to...…
September 8, 2014
Barrett Young III, CPA – 30 Founding MemberThe Green AbacusLa Plata, MD What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) The greatest challenge in workflow for The Green Abacus has been...…
September 8, 2014
Stacy L. Kildal, ACQB ProAdvisor – 39 President, Co-Founder & Co-HostKildal Services / The QB ShowWhite Lake, MI What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) I think for us, it’s going...…
September 8, 2014
Cathy Iconis, CPA – 34 CEO & Client Finance DirectorIconis GroupAtlanta, GA What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) Having a streamlined project management system has been an issue for...…
September 8, 2014
Byron Patrick, CPA.CITP, CGMA, CCA, MCSE – 37 CEO & Co-FounderSimplified Innovations, Inc.Baltimore, MD What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) There is no doubt that as we have grown...…
September 8, 2014
Christian James – 37 Chief Operating OfficerXcentricBozeman, MT What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) Xcentric’s workflow challenges are pretty similar to CPA firms in that we all benefit from...…
September 8, 2014
Dominique Molina, CPA, CTC – 39 President & FounderAmerican Institute of Certified Tax CoachesSan Diego, CA What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) The greatest change we have seen in...…
September 8, 2014
Adam Kupperman, MBA – 39 Vice President & Head of ONESOURCE Firm EditionThomson ReutersHoboken, NJ What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) The greatest single challenge for firms in workflow...…