Technology

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...…

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?...…