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
December 3, 2025
December 2, 2025
August 25, 2013
Merrill J. Taylor, CPA—34Tax Manager, Wisan, Smith, Racker & Prescott, LLPSalt Lake City, Utah www.wsrp.com Education: MAcc, Tax, Brigham Young University; B.S. Accounting, Brigham Young UniversityProfessional Associations/Memberships: AICPA, UACPA, Salt Lake Estate Planning CouncilHobbies: Scuba Diving, Hiking, Backpacking, Family What are the key areas of your firm that have seen the greatest change in...…
August 25, 2013
Joshua Dubrow, CPA — 31Senior Manager, Nussbaum Yates Berg Klein & Wolpow, LLPMelville, NY www.nybkw.com Education: B.S. Accounting, Pennsylvania State UniversityProfessional Associations/Memberships: Chair – NYSSCPA Small Business Outreach Committee; Member: AICPA, NYSSCPA, LISTnetHobbies: Philanthropy: Founder of the JAD Fund (www.jadfund.org), Golf, Family and Friends What are the key areas of your firm that have seen...…
August 25, 2013
Jamie Sutherland — 39President, Xero U.S.San Francisco, CA www.xero.com/us Education: MBA, Schulich School of Business, York University; Bachelor of Commerce, Finance & International Business, McGill University Professional Associations/Memberships C100 Charter Member: The C100 is a non-profit, member-driven organization that supports Canadian technology entrepreneurship through mentorship, partnership and investment. Board Director of Center of Development through Education...…
August 25, 2013
Jason B. Wells, CPA, ABV, CFF, CVA, CFFA — 39Principal, Jackson Thornton & Co.Montgomery, Alabama Education: Bachelor of Science in Accounting, Birmingham Southern College, Master in Professional Accounting, The University of Texas, AustinProfessional Associations/Memberships: Montgomery Estate Planning Council, National Association of Certified Valuation Analysts (NACVA), American Institute of Certified Public Accountants (AICPA), Alabama Society of...…
August 25, 2013
Jennifer Warawa — 37VP, Partner Programs & Channel Sales, SageAtlanta, GA www.na.sage.com, www.jenniferwarawa.com Education: Strategic Marketing Management at Harvard Business School, Accounting at Okanagan University CollegeProfessional Associations/Memberships: Team Captain, American Cancer Society’s Relay for Life, Committee Lead, IT AllianceHobbies: Reading, writing, blogging On a broader scale, how do you see new technologies changing the...…
August 25, 2013
Jim Boomer, CPA.CITP, CGMA, MBA — 37 CIO/Shareholder, Boomer Consulting, Inc.Manhattan, KS www.boomer.com, www.thinkplangrow.net Education: Masters of Business Administration (Marketing & Entrepreneurship), University of Texas at Austin; Bachelors of Science in Business Administration (Accounting & Management Information Systems), Kansas State University Professional Associations/Memberships: AICPA (TECH+ Conference Steering Committee, CITP Credentials Committee, Member, Chair of CITP...…
August 25, 2013
Joe Lauzen, CPA — 37 President, Lauzen Accounting Warrenville, IL www.lauzenaccounting.com Education: Bachelor of Science in Accountancy from University of IllinoisProfessional Associations/Memberships: RootWorks, PASBA, AMMOHobbies: Fly Fishing, Rowing, Watching College Football What are the key areas of your firm that have seen the greatest change in workflow over the past few years? Are you...…
August 25, 2013
Jonyce J Bullock, CPA, CGMA — 35Partner, Squire & Company, PCOrem, UT www.squire.com/, www.squire.com/quickbooks-blog Education: Masters of Accountancy; Brigham Young UniversityProfessional Associations/Memberships: AICPA, Utah Association of CPAs; Vice President; American Woman’s Society of Certified Public AccountantsHobbies: Swimming, Road biking, camping, reading What are the key areas of your firm that have seen the greatest change...…
August 25, 2013
Jordan C. Kleinsmith, PMC — 29Product Manager, Enterprise Segment, Thomson ReutersTecumseh, MI http://cs.thomsonreuters.com / https://cs.thomsonreuters.com/blogs/ Education: B.A. History, Hillsdale College, Hillsdale, MIHobbies: Austrian economics, history, cliometrics, gadgetry, bagpiping, jogging, tea parties with my daughters What are the key areas of your firm that have seen the greatest change in workflow over the past few years?...…
August 25, 2013
Daniel T. Moore, CPA — 35Owner, D.T. Moore & Company Salem, OH www.dtmooreandcompany.com Education: Bachelor of Business Administration-Accounting, Kent State University; Master of Public Administration- Gannon University Professional Associations/Memberships: American Institute of Certified Public Accountants, Serves on Individual Tax Technical Resource Panel, Ohio Society of CPA’s- Serve on the Public Relations Advisory Council and Tax...…
August 25, 2013
Dan Nicholson, CPA, CGMA — 32Founder/CEO, Nth Degree CPAs, PLLCSeattle, WA www.nthdegreecpas.com Education: Seattle University Bachelor of Arts in Business Administration with emphases in Accounting and E-Commerce Information SystemsProfessional Associations/Memberships: WSCPA, AICPA, President-Elect Seattle University Alumni Board of GovernorsHobbies: marathons, triathlons, live music, building our business What are the key areas of your firm that...…
August 25, 2013
Dan Zitting, CPA.CITP, CISA, GRCP — 31VP Product Management & Design, ACL Services Ltd.New York, NY www.acl.com Education: BS Information Systems & Finance, Colorado State University; MS Accountancy, University of Notre DameProfessional Associations/Memberships: IIA, ISACA, AICPA, OCEGHobbies: Golf, Skiing/Snowboarding, and Technology Have you embraced cloud computing for your practice? Are you moving your clients to...…