Small Business May 27, 2026
Why Finance Apps Still Miss SMB Summer Cash Flow Traps
A fintech expert explains why the use of standalone finance apps can still leave small businesses exposed to cash flow risks.
September 8, 2014
Craig Walker – 2014 40 Under 40 Honoree
Craig Walker – 36 Chief Technology OfficerXeroNew York What are the key challenges you see firms facing over the past few years? I see many accounting professionals and firms still spending a lot of time doing lower-value, non-billable work such as data entry, managing software version mismatches or filing paper documents. The cloud offers a...…
September 8, 2014
Jennifer Warawa – 2014 40 Under 40 Honoree
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 – 2014 40 Under 40 Honoree
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 – 2014 40 Under 40 Honoree
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 Hanthorn – 2014 40 Under 40 Honoree
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 – 2014 40 Under 40 Honoree
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 – 2014 40 Under 40 Honoree
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 – 2014 40 Under 40 Honoree
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 – 2014 40 Under 40 Honoree
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 – 2014 40 Under 40 Honoree
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 – 2014 40 Under 40 Honoree
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 – 2014 40 Under 40 Honoree
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...…