Technology

September 8, 2014 

Louie Calvin – 38 Product Manager – Accounting & PayrollThomson Reuters Tax & AccountingDexter, MI What are the key challenges you see firms facing? I hear the greatest challenge facing firms is leading employees and clients though rapid technological change. Embracing new cloud-based and mobile technology is not easy and there is too much to...…

September 8, 2014 

Danielle Supkis Cheek, CPA, CFE, CVA – 30 President, D. Supkis Cheek, PLLCHouston, TX   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 have been very fortunate to be a Native...…

September 8, 2014 

Brian Tully – 39 V.P. & Head, ONESOURCE Transfer PricingThomson ReutersNew York   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?) In today’s iPhone world, software needs to be intuitive and solve...…

September 8, 2014 

Jonyce J. Bullock, CPA, CGMA – 36 PartnerSquire & Company, PCOrem, UT   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 challenges I have seen in workflow are not in finding...…

September 8, 2014 

Shayna B. Chapman, CPA.CITP, CGMA – 39 Owner MemberShaynaCo, LLCGallipolis, 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?) The greatest change in workflow over the last few years has been...…

September 8, 2014 

Dustin Wheeler, CPA – 35 ManagerHawkins, Cloward & SimisterOrem, UT   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?) Hawkins Cloward & Simister adopted front-end scanning of tax documents and paperless tax preparation...…

September 8, 2014 

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, 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...…