Retirement June 21, 2026
Does AI Pose a Risk in Retirement Portfolios
Major AI players have complicated, sometimes-circular financial arrangements with each other, many of them built on debt.
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...…
September 8, 2014
Adam Kupperman – 2014 40 Under 40 Honoree
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...…
September 8, 2014
Professionals on the Move – September 10, 2014
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
September 5, 2014
AccuPOS Point of Sale
877-888-0880 www.accupos.com AccuPOS Point of Sale is a stand-alone POS product designed for use in the retail and restaurant industry. AccuPOS is designed to flawlessly integrate with a variety of popular accounting programs including all QuickBooks financial products, Peachtree products, Sage BusinessWorks and Simply Accounting. Available in five different versions (Basic, Pro, Gold, Platinum and...…
September 5, 2014
Wasp Barcode Technologies — QuickStore POS
866-547-9277 www.waspbrcode.com 2011 Overall Rating 4.5 Best Fit QuickStore is available in three editions and works with retail businesses of all types and sizes, but is not suitable for grocery stores or restaurants. The company offers a complete line of POS-related hardware and bundled products. Strengths Scalable, with 3 versions available Easy to...…
September 5, 2014
Sage North America — DacEasy
800-322-3279 www.daceasy.com 2011 Overall Rating 4.25 Best Fit Well-suited to smaller businesses that also require POS capability, DacEasy is a good front/back office solution to businesses that offer products for sale but do not handle hundreds or thousands of transactions daily. Strengths Easy setup & little training time required Great dashboards provide immediate...…
September 5, 2014
InfoTouch Corporation — Store Keeper POS
800-678-8682 www.infotouch.com 2011 Overall Rating 4.25 Best Fit Store Keeper is a good fit for smaller retail establishments with only one location, but who still desire a custom user interface for use with touch-screen monitors. The vendor also offers Store Manager for multi-location shops. Strengths Highly customizable touch-screen technology Easy to setup &...…