Technology December 5, 2025
The new partnerships with Trullion, Audit Sight, Crunchafi, Fieldguide, Validis, and Valid8 Financial support automated, data-driven audits, Thomson Reuters says.
December 4, 2025
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August 25, 2013
Peter Miele — 37VP of Sales, SurePrep, LLCIrvine, CA www.sureprep.com Education: B.S., Accounting, Seton Hall UniversityHobbies: Traveling, Working Out, Golfing, Cooking What are the key areas of your firm that have seen the greatest change in workflow over the past few years? Are you using automated workflow tools? SurePrep’s 1040SCAN suite of Optical Character...…
August 25, 2013
Robert Baumann — 35Chief Architect for Shared Platform and Common Components, CCH, a Wolters Kluwer businessReno, Nevada Education: M.S. Computer Science, California State University, Chico; B.S. Computer Science, California State University, ChicoHobbies: Cycling What are the key areas of your firm that have seen the greatest change in workflow over the past few years?...…
August 25, 2013
Roy Keely — 32VP of Market Strategy, XcentricAlpharetta, GA www.Xcentric.com Education: Marketing, University of Houston Clear LakeHobbies: Reading, beer, coffee, and Crossfit with my wife. Have you embraced cloud computing for your practice? Are you moving your clients to the cloud? We have totally embraced the cloud! So much so, we have staked our...…
August 25, 2013
Sean Hanthorn — 34Director of Education Services, RootWorks LLCMetro Detroit, Michigan www.rootworks.com Education: BA Finance – Michigan State University, MBA Management – Cleary UniversityHobbies: Watching and playing Sports; attending Michigan State and Detroit professional sporting events; travelling. What are the key areas of your firm that have seen the greatest change in workflow over...…
August 25, 2013
Stacy I. Kildal — 38Owner/Operator, Kildal Services LLC and Co-Founder/Co-Host, Radio Free QuickBooksWaterford, Michigan www.StacyK.net and www.RadioFreeQB.com Hobbies: Reading, biking What are the key areas of your firm that have seen the greatest change in workflow over the past few years? I would say the key areas are project management, accounts receivable and time...…
August 25, 2013
Tom Fantin, CPA. CITP — 36Manager, SS&G, Inc.Akron, Ohio www.ssandg.com Education: Bachelor of Science in Accounting, The University of AkronProfessional Associations/Memberships: AICPA (CITP Champion); Ohio Society of CPAs (member of IT Committee)Hobbies: Playing guitar, spending time with family, golf What are the key areas of your firm that have seen the greatest change in workflow...…
August 25, 2013
W. Michael Hsu, CPA.CITP, MSA — 29Founder & CEO, DeepSky | Entrepreneur’s Accounting DepartmentIrvine, California www.deepsky.co Education: M.S. Accountancy, Walsh College; B.A. Business Economics with Accounting Emphasis, University of California, Santa BarbaraProfessional Associations/Memberships: AICPA, EO Accelerator, Young Entrepreneur CouncilHobbies: Travel, entrepreneurship, cycling, CrossFit, cars, technology, and generally having a good time with good friends ...…
August 25, 2013
Kacee Johnson — 33Executive VP, Cloud9 Real TimeSan Diego, California www.cloud9realtime.com Education: University of Arizona – Bachelor of Arts with a double major in English Literature and Political Science; University of Phoenix – Masters of Business AdministrationHobbies: Traveling, Hiking, Water Sports and Pilates What are the key areas of your firm that have seen...…
August 25, 2013
Kevin Roosa — 28Sales & Business Development Manager, Right NetworksHudson, New Hampshire www.RightNetworks.com Education: Marquette University 2003-2007. Degrees: Information Technology & Supply Chain ManagementHobbies: I apparently enjoy being frustrated by the game of golf as I continue to do it on a regular basis. I do love being outside, so I will frequently go out...…
August 25, 2013
Louie Calvin — 37Product Manager — Accounting CS, Thomson Reuters Tax & AccountingDexter, Michigan cs.ThomsonReuters.com Education: BA in Accounting from Adrian College, Adrian, MIHobbies: Hunting, Fishing, Snowmobiling What are the key areas of your firm that have seen the greatest change in workflow over the past few years? Are you using automated workflow tools?...…
August 25, 2013
Matt Patrick, CPA — 39Managing Member, Patrick Accounting and Tax Services, PLLCGermantown, TN and Nashville, TN www.patrickaccounting.com, www.typepad.com/theaddaccountant Education: MS in Accounting from University of Memphis; BA Huntingdon CollegeProfessional Associations/Memberships: President, Professional Association of Small Business Accountants; Member, American Academy of Accounting and Tax Professionals; Member, NATPMember, Tennessee Society of CPAsHobbies: Tennis, Golf, Red Sox...…
August 25, 2013
Melanie Geist, CPA, CGMA — 37Partner, Porter & Geist LPSan Antonio, Texas www.PorterandGeist.com Education: Master of Taxation, University of Texas at San Antonio Bachelor of Commerce and Business Administration, University of AlabamaProfessional Associations/Memberships: AICPA, Texas Society of CPAs, NASEHobbies: Running, Travel, Wine, Food, Relationships What are the key areas of your firm that have...…