internationally acclaimed experts in their fields and influential leaders of the professional tax, accounting, and finance community

accounting firm operations and technology survey

randy johnston, chairman and ceo, network management group inc., and leslie garrett, phd, ceo of insight research group, are the principal authors of  the annual accounting firm operations and technology survey report.

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adrian stern

adrian b. stern, cpa, cfe, cff, crfa, cica, is a founding member of clumeck stern schenkelberg & getzoff and has been engaged in public accounting since 1979, specializing in the areas of management consulting and the installation and evaluation of data processing systems.

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allan d. koltin

allan d. koltin, cpa, is ceo of the koltin consulting group.

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amy vetter

amy vetter is an accomplished business executive, serial entrepreneur, national speaker, and cpa. throughout her 20-plus years in business, amy has learned how to balance work and life by feeding her soul with creativity including music, painting and yoga. but it wasn't always that way.

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amy welch, apr cae

amy welch, apr, cae, is the mission advocacy architect for the center for accounting transformation.

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andrew hunzicker

andrew hunzicker, cpa, has been a cfo for 20 years, and in 2017 won cfo of the year award, runner-up in the state of oregon – the first ever in the cannabis space.

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angie grissom

angie grissom

angie grissom serves as president of the rainmaker companies and previously served as the director of consulting for the rainmaker companies for over ten years. her role in the firm involves high-level strategy and implementation, curriculum development in the rainmaker academy, training, consulting and thought leadership.

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anthony glomski

anthony glomski is the principal and founder of ag asset advisory, an sec-registered investment advisory firm in los angeles.ces. 

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anthony glomski and russ alan prince

anthony glomski and russ alan prince are the co-authors of "your $5 million high-net-worth practice: guidelines for sourcing and working with the wealthy during the covid-19 crisis and beyond," published by 卡塔尔世界杯常规比赛时间.

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anthony zecca

anthony zecca is a veteran cpa and management consultant who focuses on growth strategies and leadership.

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art kuesel

art kuesel is president at kuesel consulting,, in fox point, wisc.

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art werner

arthur joseph werner, jd, ms (taxation), is the president and founder in the professional education firm of werner-rocca seminars ltd.

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august j. aquila

august j. aquila is an internationally known speaker, consultant and author and has held leading positions in the accounting profession for more than 25 years.

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barry j. friedman, cpa

barry j. friedman, cpa, is ceo of industrynewsletters.

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becky livingston

becky livingston, the founder and ceo of penheel marketing, has more than twenty years of experience in marketing and communications, as well as a strong background in technology. she can also be found doing public speaking gigs across the country.

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beth bellor

beth bellor has served 卡塔尔世界杯常规比赛时间 as a senior editor, researcher and production director since 2013. her background includes a distinguished career in journalism, ranging from newspapers and magazines to books and new media.

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beth ziesenis

beth ziesenis is the author of nerd365: a year of app-ortunities to upgrade your life, as well as a speaker, marketing analyst and slef-avowed tech geek.

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bill carlino

bill carlino

bill carlino is managing director of national consulting services at transition advisors llc (, a full-service consulting firm dedicated to ownership transition and succession strategies for cpa firms.

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bill penczak

bill penczak is a 30-year marketing and sales professional, including tours of duty at big 4 and regional cpa firms.

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bill reeb, cpa, citp, cgma

bill reeb

bill reeb, cpa, citp, cgma, is ceo and co-founder of the succession institute llc.

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blake christian

blake e. christian

blake christian, cpa, mbt, is a tax partner in the long beach, calif., office of cpa firm hcvt, llp.

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blake oliver

blake oliver, cpa is an accountant, entrepreneur, and podcaster who specializes in technology.

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bob scott

robert "bob" scott is executive editor at bob scott's insights, published by the progressive accountant. he the profession's senior technology journalist, with a track record extending back more than 30 years, including service at accounting technology and accounting today magazine.

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bonnie buol ruszczyk

bonnie buol ruszczyk is president of bbr marketing which provides strategic guidance and tactical implementation for professional services firms in north america. for more about her company and its services, visit she is a contributing author to bridging the gap: strengthening the connection between current and emerging leaders in the cpa profession

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bradley burnett

bradley burnett

bradley burnett, j.d., ll.m., is a practicing colorado tax attorney with 38 years of tax practice experience. his practice emphasis is on tax planning and tax controversy resolution. he also prepares a handful of tax returns.

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brannon poe

brannon poe is the founder of poe group advisors and has been facilitating successful accounting practice transitions since 2003.

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brian f. tankersley

brian f. tankersley, cpa.citp, cgma, has over 20 years of professional experience, including accounting, auditing, technology, and education, and has been with k2 enterprises since 2005.

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bruce w. marcus

bruce w. marcus remains a pioneer in the modern practices of professional services marketing even after his death in 2014 at age 89. he is the author of the seminal work, professional services marketing 3.0.

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caleb lendy

caleb lendy, cpa, is a manager at bronswick benjamin pc, where he serves small and medium-sized business clients in numerous industries, primarily software and information technology, manufacturing and distribution, professional services and real estate.

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head shot of carl george

carl george

since his retirement from cliftonlarsonallen in december 2012, carl george continues his work on practice management issues as a consultant to cpa firms through carl george advisory, llc, formed in january 2013.

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carrie steffen at

carrie steffen

carrie steffen is a founding shareholder and president of the whetstone group. carrie helps cpa firms throughout north america hone their competitive edge by setting the right goals, fostering business development skills, developing future leaders and measuring results for better accountability. learn more at she is a contributing author to bridging the gap: strengthening the connection between current and emerging leaders in the cpa profession

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cate miller

cate miller, cplp, phr is the director of learning & development at dixon hughes goodman llp, a position she has held for over six years. in that role she has oversight of the firm’s learning function and is charged with aligning the firm’s learning programs to organizational goals and objectives. she has over 20 years of learning and talent development experience and holds an mba from roosevelt university.

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center for accounting transformation

center for accounting transformation

the center for accounting transformation offers tax, accounting, audit, and finance professionals with a framework for: leveraging innovations that are ready for adoption, the training and resources necessary to apply the innovations, and an opportunity to engage the talent and community needed in further pursuit of innovative accounting practices that drive responsible and mindful business performance.

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charles hylan

charles hylan joined the growth partnership as a shareholder after dedicating 12 years consulting with, and working in, accounting firms ranging from sole-practitioners to national and big 5 firms.

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chauncey hutter jr.

chauncey hutter, jr. , owns and operates real tax business success, a private consulting business dedicated to helping other tax business owners achieve their dreams in their own tax businesses.

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chris frederiksen

chris frederiksen landed in the san francisco bay area in 1961 and has been engaged in the public accounting profession since that time. he joined touche ross & co. in 1969, and was elected a partner in 1973, one of the youngest in the firm. chris is the author of several books including the new business kit and 57 ways to grow your business budgeting for results and cash management for results. chris has been named among the 100 most influential people in the accounting profession by accounting today and one of 25 new thought leaders by cpa practice advisor. his alma mater, golden gate university conferred on him an honorary doctorate.

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卡塔尔世界杯常规比赛时间 research

卡塔尔世界杯常规比赛时间 delivers the freshest research and analysis in the tax, accounting, and finance professions. we call it "actionable intelligence" for your firm, your business, your clients, and your career.

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craig w. smalley, mst, ea, has been admitted to practice before the internal revenue service as an enrolled agent, has a certificate in taxation from ucla, and is a certified tax resolution specialist. he has been in practice since 1994. he is the ceo and founder of cwseapa®, pllc, tax crisis center®, llc, and cannabis accounting group®. all three companies have offices in delaware, florida, and nevada. he has been published in the new york times, chicago tribune, nasdaq, yahoo finance, christian science monitor, and is a columnist for accounting trade journals accountingweb, aicpa tax insider, ganjaprenuer., and cannabis business executive. he specializes in taxation, and is well versed on u.s. tax court rulings. finally, craig has appeared as a guest on countless radio shows and podcasts. he can be reached at

craig w. smalley

craig w. smalley, mst, ea, has been admitted to practice before the internal revenue service as an enrolled agent, has a certificate in taxation from ucla, and is a certified tax resolution specialist. he has been in practice since 1994. he is the ceo and founder of cwseapa®, pllc, tax crisis center®, llc, and cannabis accounting group®. all three companies have offices in delaware, florida, and nevada. he has been published in the new york times, chicago tribune, nasdaq, yahoo finance, christian science monitor, and is a columnist for accounting trade journals accountingweb, aicpa tax insider, ganjaprenuer., and cannabis business executive. he specializes in taxation, and is well versed on u.s. tax court rulings. finally, craig has appeared as a guest on countless radio shows and podcasts. he can be reached at

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dan hood, accounting today

daniel hood

daniel hood is editor-in-chief of accounting today and tax pro today.

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david bergstein

david bergstein, cpa, citp, cgma, is a leader in tax and accounting technology issues, and a sought-after speaker, writer, and practitioner.

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david cieslak

david cieslak is a principal with arxis technology, inc., a computer consulting firm with offices in southern california, chicago, and phoenix. he specializes in microcomputer accounting systems, information security, the windows operating environment, systems development and project management. but he may be best known to cpas as "inspector gadget," for his updates on cool new tech devices.

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deborah fox

deborah fox has been a practicing financial advisor since 1984 and is known nationally for her unique approach to holistic financial planning, wealth management services.

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derek klyhn

derek klyhn is a founding partner of møller psfgroup and consultant to professional services firm leaders and their teams. he specializes in the areas of strategy, leadership, practice economics and business development.

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dom cingoranelli

dom cingoranelli, cpa, cgma, cmc, along with bill reeb, is a founder and the executive vice president of consulting services for succession institute, llc, a consulting firm specializing in organizational development work. he helps professional firms make the transition from “eat what you kill” business models to a “one-firm” business model, and he provides general management consulting to the profession. in addition, he utilizes partnering techniques to help management teams for large, complex construction projects work together effectively.

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dom esposito

domenick j. esposito was the ceo of grant thornton, vice-chair of bdo, national growth director at cohnreznick, and the author of "8 steps to great: the eight essential strategies driving success at the world's largest cpa firms. and how to apply the lessons at firms of all sizes," published by 卡塔尔世界杯常规比赛时间. click here for more by domenick j. esposito he died at age of 74 on sept. 22, 2021.

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donny shimamoto

donny c. shimamoto, cpa.citp, cgma, is the founder and managing director of intraprisetechknowlogies llc, a specialized cpa firm dedicated to helping small businesses and middle market organizations leverage strategic technologies, proactively manage their business and technical risks, and enable balanced organizational growth and development.

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dustin hostetler

dustin hostetler is a shareholder and lean six sigma consultant at boomer consulting, inc., which guides accounting firms to increased performance and profitability by providing unique consulting services, peer-led communities and industry leading intellectual capital. learn more about the company and its services at  he is a contributing author to bridging the gap: strengthening the connection between current and emerging leaders in the cpa profession

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ed kless

ed kless is the senior director of partner development and strategy at sage sotware.

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ed slott, cpa

ed slott, at, is a nationally recognized professional speaker and has starred in several nationally aired public television specials including “retire safe & secure! with ed slott.”

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edward mendlowitz

edward mendlowitz, cpa, abv, pfs, is a partner at withum, a forward-thinking, technology-driven advisory and accounting firm. ed has over 40 years of public accounting experience, is recognized as one of the top 100 most influential people in accounting by accounting today, and is the 卡塔尔世界杯常规比赛时间 "practice doctor."

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elizabeth c. nelson

elizabeth c. nelson is a tax senior with stephen l. nelson cpa pllc and specializes in small multistate and international s corporations and partnerships. she is the co-author of excel data analysis for dummies, a popular how-to book about using microsoft excel for big data analysis, and the monograph preparing the 3115 form for the new tangible property regulations.

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eva rosenberg

eva rosenberg, ea, is the publisher of, where tax questions get answered. eva is the author of several books and ebooks, including "small business taxes made easy," and she teaches a tax pro course at

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frank stitely

frank stitely, cpa, cva, is the managing member of stitely & karstetter cpas in chantilly, va. he graduated summa cum laude from clarion university and received the elijah watt sells certificate in recognition of his performance on the cpa exam.

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gabrielle fontaine

gabrielle fontaine is a professional bookkeeper and accredited small business consultant who runs a bookkeeping practice that has been 100% virtual since 2003. she is a co-founder of addviserplus, a training and consulting hub for accountants and bookkeepers seeking to provide high-value advisory services.

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gabrielle luoma

gabrielle luoma, cpa, cgma, ceo, and founder of mod ventures, is an author, speaker, and affluential entrepreneur, innovator, motivator, and a fearless leader.

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gale crosley

gale crosley, cpa consults with large and large-thinking accounting firms, assisting managing partners, partners, and marketing directors, to effectively increase their firm’s revenues.

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gary adamson

gary adamson, cpa, is the ceo of adamson advisory, a cpa practice management consulting firm.

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greg kyte

greg kyte, cpa, currently works as the controller and general manager for the utah valley physicians plaza. he lives in provo, utah, with his wife and two kids. greg has established himself as a unique voice in the world of stand up comedy and was a featured in the 2011 laughing skull comedy festival in atlanta and the 2012 laughing devil comedy festival in new york city.

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greg lafollette

greg lafollette is a consultant, speaker, and an acknowledged expert in the area of technology and accounting and was an early adopter of webcasting and podcasting, and the founder (in 2004) of the tech gap, the first blog dedicated specifically to the area of tax and technology. his interdisciplinary career path has allowed greg to bring a 360° perspective to many of the issues of public accountancy. he was named to the cpa practice advisor’s “hall of fame” in 2011 and is listed among the top 25 thought leaders in accounting and the top 100 most influential people in accounting. see more greg lafollette

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hank berkowitz

hank berkowitz has over 25 years of editorial, sales and management experience in the publishing and online information industries. he has run successful media ventures in the accounting/tax, wealth management, securities law, pharmaceutical and consumer fitness arenas. since 2005 he has been lead author of the weekly blog: online marketing b2beat.  

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hitendra patil

hitendra r. patil is one of the profession's leading authorities on accounting technology, innovation, and strategy. he is the best-selling author of “the definitive success guide to client accounting services” and "accountaneur: the entrepreneurial accountant."

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hugh duffy

hugh duffy

hugh duffy is co-founder and chief marketing officer of build your firm, an accounting marketing and website development firm. byf is a leading niche website design firm for accountants and has helped many firms improve the quality of their new client acquisition through niche development. he can be reached at

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ian welham of hayden rock solutions and the accounting success podcast

ian welham

ian welham is the co-founder of haydenrock solutions, the host of "the accounting success" podcast on itunes, and author of "changing the face of accounting: forward-thinking conversations about reinventing the cpa field."

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ida o. abbott

ida o. abbott has long been recognized as a leader in the fields of mentoring, leadership development and professional development. for many years, ida has been at the forefront of efforts to promote women in the professions. she is co-founder of the hastings leadership academy for women at the university of california hastings college of the law, where she is also a faculty fellow.

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ira rosenbloom

ira s. rosenbloom, cpa (lr), is the chief operating executive (coe) of optimum strategies llc, a niche cpa practice succession and management engineering firm that specializes in mergers and acquisitions, succession plans, and other transition measures that focus on m&a-readiness, realistic valuation and market expectations, deal structuring, and integration processes designed to maximize client and staff retention.

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jassen bowman ea

jassen bowman

jassen bowman is an enrolled agent who spent eight years exclusively representing taxpayers who owe back taxes to the irs.

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jean marie caragher

jean caragher, the author and creator of the uniquely feasible 90-day marketing plan for cpa firms, gets things done. for cpa firms seeking to improve their marketing, jean is the go-to resource for strategy and implementation. with 30 years of experience working solely with cpas, jean knows the challenges and opportunities firms face today. her experience and knowledge, combined with her practical approach, help growth-focused cpa firms attract the best clients and talent.

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jeffrey s. pawlow

jeffrey s. pawlow is ceo of the growth partnership, marketing training consultants. recognized as one of the “top 100 most influential people” in public accounting by accounting today, jeff leads a dynamic team of over 25 “resultants” dedicated to helping their cpa firm clients achieve sustainable, profitable growth.

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jennifer wilson

jennifer wilson is a co-founder and partner of convergencecoaching, llc, a national leadership and marketing consulting firm dedicated to helping leaders achieve success by helping them develop and implement leadership, succession, marketing, and training and development plans. jennifer’s ultimate goal is to make a transformational difference in the lives of her clients and in their businesses.

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jess coburn

jess coburn is president and founder of applied innovations (, based in boca raton, fla., which helps cpa and accounting firms protect data and succeed in the cloud. today applied innovations is one of microsoft’s closest partners and a recognized industry leader in delivering high performance, secure cloud solutions.

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jim marty

jim marty, chief executive officer of bridge west llc, is a pioneer and a leader in the cannabis industry and a nationally recognized and renowned expert on marijuana tax, accounting, and banking issues.

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follow jody grunden on 卡塔尔世界杯常规比赛时间 here

jody grunden

jody grunden is ceo & co-founder of summit cpa group—perhaps the first virtual cfo firm and the largest distributed-model accounting firm in the nation. he is the author of building the virtual cfo firm in the cloud, available exclusively from 卡塔尔世界杯常规比赛时间 here.

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jody padar

jody padar, cpa, mst, is one of the profession’s foremost visionaries and pioneers. she is the author of: the radical cpa and  from success to significance: the radical cpa guide

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joel sinkin

joel sinkin is a partner in transition advisors, llc, which exclusively consults on the merger and acquisition of cpa firms nationally. they travel cross country to teach cpe for state and national accounting associations, have consulted on 750-plus accounting firm closings and succession plans, and published books and articles nationally.

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joey havens

joey havens

joey havens is the executive partner at horne llp, leading more than 500 team members to build the wise firm© while passionately living out his life’s calling to help others see and reach their full potential.

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john covaleski

john covaleski, a 卡塔尔世界杯常规比赛时间 senior analyst, is the former senior news editor and technology editor at accounting today, and an award-winning journalist with experience as a senior editor, manager, feature and hard news writer for magazines, newspapers and web sites. he has expertise in domestic and international finance, local and regional business and government, accounting, insurance, the nonprofit sector, business technology, and commercial property.

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john higgins

john higgins is the co-founder of cpa crossings llc which provides continuing professional education services, to more than 12,000 cpas annually through more than 40 partners and professional associations.

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jon baron

jon baron, mba, formerly president of the professional tax and accounting division at thomson reuters, is a seasoned executive who has built and managed large-scale businesses and continues today as a venture capitalist and entrepreneur.

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jon lokhorst

jon lokhorst, cpa, acc, head of lokhorst consulting llc, works with cpas, cfos and other leaders who face massive change to develop a new leadership model to navigate those challenges.

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joseph tarasco

joseph a. tarasco founded accountants advisory group llc to assist leaders of today’s public accounting firms in structuring and managing their practices to increase profitability, maximize value, and achieve long-term success.

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julie pierce

as the vice president and general manager, julie pierce is responsible for the overall operation and delivery of gruntworx's innovative paperless workflow solutions and cloud infrastructure.

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justin breidenbach

justin p. breidenbach, macc, cpa, cfe ( serves as an assistant professor of accounting at ohio wesleyan university, delaware, ohio. see more at

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kacee johnson

kacee johnson

kacee johnson, founder of blue ocean principles, is a regular speaker and commentator at technology, business, accounting, and legal conferences nationwide, focusing on business development, marketing, sales and cloud technologies.

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katie thomas

katie thomas, cpa, is a content creator, 2021 40 under 40 cpa practice advisor recipient, and the owner of leaders online, where they help accounting professionals increase their impact, influence, and income through thought leadership and digital marketing.

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kelly schuknecht

kelly schuknech is a marketing strategist skilled at bringing together experienced professionals to create powerful teams.

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kristen rampe

kristen rampe

kristen rampe, cpa is the founder of rampe consulting. she works with cpa firms and practitioners across north america in the areas of practice management, leadership development, and partner advisory.

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kyle walters

kyle walters

kyle walters cfp®, cpwa®, cima® is the author of taxes in retirement, the informed investor, the physician’s tax planning guide and the forthcoming book, the personal cfo. click here for kyle’s recent articles and posts. he has been featured in media sources ranging from the wall street journal and fox tv and the dallas morning news to wealth and ktrh radio. atlas tax advisors, llc specializes in helping entrepreneurs, physicians, executives, and retirees simplify their financial lives. atlas tax was founded on the belief that successful individuals and families are seeking a personal chief financial officer (cfo) who can go beyond simply preparing their tax returns and offer a holistic approach to simplifying their financial lives.

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l gary boomer

l. gary boomer

l. gary boomer, chief visionary & strategist of boomer consulting inc., is recognized in the accounting profession as a leading authority on technology and firm management.

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laurie mccabe

laurie mccabe brings more than 20 years of experience in the it industry to her current role at smb group.

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leslie garrett

leslie garrett, phd, is the ceo and founder of insight research group, a company dedicated to delivering powerful industry-precise surveys and research data analysis.

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leslie shiner

leslie shiner

leslie shiner – author, speaker, and trainer – brings more than twenty years of experience as a financial and management consultant. she is the owner and principal of the shinergroup, ( a consulting firm helping contractors gain financial control.

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liz farr 2022 freeze frame

liz farr

liz farr, cpa, is a special contributor to 卡塔尔世界杯常规比赛时间, bringing an insider's clear-eyed view of the tax and accounting business and a passion for advancing the profession.

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liz gold

liz gold

liz gold, 卡塔尔世界杯常规比赛时间 expert author on liz gold, 卡塔尔世界杯常规比赛时间 expert author on, has been writing about the accounting profession for over a decade.

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luigi zamarra, cpa

luigi zamarra

luigi zamarra, cpa, is owner of luigi cpa, an accounting firm providing tax and consulting services to the marijuana industry.

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marc rosenberg at

marc rosenberg

marc rosenberg, cpa, is a nationally known consultant, author and speaker on cpa firm management, strategy and partner issues.

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martin bissett

martin bissett

martin bissett offers more than 20 years of practice-building and talent-development experience to tax and accounting firms worldwide. he is the author of winning your first client, passport to partnership, meet your new best client, and business development on a budget.

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mary bennett

mary bennett is the owner of mlbennett consulting llc where she works as a consultant to public accounting firms in the area of organizational development, diversity and inclusion, and maximizing high potential talent. learn more at she is a contributing author to bridging the gap: strengthening the connection between current and emerging lkeaders in the cpa profession

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matt solomon

matt solomon

matt solomon is ceo of the center for enlightened business, which provides tax, accounting, and finance professionals with the tools and skills to become masterful advisors, trained in the ability to sell, price, and deliver highly profitable work.

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michael ramos

michael ramos is the principal a learning consultancy firm that works with cpa firms and organizations that provide products and services to the profession to help them develop and deploy high-impact learning programs. he has over 25 years of experience developing and delivering competency-based professional development programs and is the author of numerous auditing books and guides. he also served as the director of cpe and training at the aicpa.

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michael rozbruch

michael rozbruch, cpa, is the founder of michael rozbruch's tax and business solutions academy™, which trains and helps other cpas, attorneys, enrolled agents, and other professionals build highly profitable practices through proven marketing systems and practice management strategies. as a certified tax resolution specialist and cpa, he has represented thousands of taxpayers. 

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michelle golden

michelle golden, cpf, is a growth and profitability strategist, and “value pricing” expert. with a strong background in cpa-firm marketing, she honed subspecialties in pricing and positioning. she currently focuses most on educating cpas and assisting them to implement new pricing models based upon outcomes they affect, advancing them beyond charging for time spent.

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michelle long

michelle long

michelle l. long, cpa, mba, and founder of long for success, llc has helped thousands of accountants grow their business and knowledge of quickbooks and quickbooks online through her training, writing, and coaching.

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michelle long and sandi leyva

michelle l. long and sandi smith leyva are the founders of the ultimate accounting vcon, the annual online conference on accounting, technology, and marketing skills so accounting professionals can improve their businesses or perform their job better.

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austin & hendrickson

milla austin & ty hendrickson

milla austin (left) and ty hendrickson (right) operate the sales seed, which provides business-development and sales training to accountants.

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penny breslin

penny breslin

penny breslin is co-author with damien greathead of it's not just the numbers, published by 卡塔尔世界杯常规比赛时间. she is the founder of moneypenny, a consulting firm specializing in helping accounting firms and other businesses embrace the power of technology to simplify their operations and increase their profit margins.

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r. peter fontaine is founder and managing partner of newgate law. newgate provides legal and risk management services exclusively to the accounting industry. peter has served as chief legal counsel for accounting firms for nearly two decades. before launching newgate, he was general counsel at mcgladrey. he was also a partner and assistant general counsel at arthur andersen, where he managed the legal support for its global assurance and business consulting practices. peter has extensive experience in mergers and acquisitions, partnership and employee agreements, professional standards, regulatory matters, international firm operations, and litigation and risk management. he can be reached at

peter fontaine

r. peter fontaine is founder and managing partner of newgate law. newgate provides legal and risk management services exclusively to the accounting industry.

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randolph p. johnston

randolph p. johnston, chairman and ceo of network management group, is a nationally recognized educator, consultant, and writer with over 30 years experience in strategic technology planning, accounting software selection, paperless, systems and network integration, business continuity and disaster recovery planning, business development and management, process engineering and outsourced managed services. he is co-author of the accounting firms operations and technology survey.

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randy fox

randy fox is co-founder of ezcharitable llc, a turnkey training program that helps cpas, tax professionals, and financial advisors integrate philanthropic solutions into their practices.

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rex gatto

rex gatto, ph.d., winner of the american society of talent development outstanding speaker award, is an internationally known author and consultant whose insights and breakthrough research on the characteristics of u.s. management have helped organizations enhance their productivity and individuals enrich their lives.

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ric payne

ric payne

ric payne is the co-founder and ceo of principa, a company dedicated to helping accountants and business advisors enhance the performance of their own business and those of clients through the use of a robust suite of tools, methodologies and support processes. principa has offices in australia, the usa and the uk.

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richard asquith

richard asquith, vp of global tax compliance at avalara, is responsible for helping businesses understand and manage their tax compliance obligations as they enter or expand into new markets. his breadth of global vat and other transactional tax experience is a powerful resource and plays an important role in avalara's international services to its global client base. previously, asquith was with tmf group, where he founded and led its global vat practice for nearly ten years. while there, richard conceived and successfully brought to market the insurance sector’s first global premium tax engine now used across the world as the industry standard. he began his career at kpmg in the uk and later joined ernst & young, working in russia, hungary, and france, assisting companies entering new markets.

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richard rothstein

richard rothstein

richard rothstein is a 20-year veteran of sales and marketing. he can be reached at

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rick richardson

rick richardson

rick richardson, cpa.citp, cgma, is the ceo and founder of richardson media & technologies and editor and publisher of technology this week.

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rick solomon, ceo, ran one

rick solomon

rick solomon, cpa, has been a practice growth and profitability consultant for two decades. his company, center for enlightened business, teaches professionals how to peel away unnecessary self-limiting views to manifest the practice or career of their dreams! he is a contributing author to bridging the gap: strengthening the connection between current and emerging leaders in the cpa profession

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rita keller

rita keller

rita keller, president and founder of keller advisors, llc, is a nationally known cpa firm management consultant, speaker and author.

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rob nixon

rob nixon has coached more than 434 firms adding over $850 million in profit to them and delivered seminars to over 175,000 people in 16 countries he can be contacted at

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robert e. mckenzie

robert e. mckenzie is an attorney and partner in the law firm of saul, ewing, arnstein, & lehr, llp, chicago.

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robert fligel

robert fligel is founder and president of rf resources, a new york-based firm that helps small- to medium-size firms create and implement succession strategies through strategic partner placements, and mergers and acquisitions. 

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robert j. lees

robert j. lees is widely known for his expertise in the development of leaders of professional service firms and the creation and implementation of strategies that make a discernible difference to individual and firm performance. rob advises leaders across the globe and his clients include top tier firms in the law, accounting, and management consulting.

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roman h. kepczyk

roman h. kepczyk, cpa, is right networks director of firm technology strategy, helping firms throughout north america effectively use information technology and accounting applications by optimizing their tax, audit, and administrative production workflows.

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ron seigneur

on seigneur has over 25 years of valuation experience and has been endorsed as an expert witness in several jurisdictions and has served in appointments such as trustee, mediator, arbitrator and special master of the court. ron is very active nationally as an educator and author of valuation science and has written and taught advanced level valuation courses in several states for the aicpa, nacva state bar associations and the environmental protection agency.

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russ alan prince at

russ alan prince

russ alan prince is one of the foremost authorities in the private wealth industry and co-author of "your $5 million high-net-worth practice," available at //

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sam allred

sam allred, cpa, is a director at upstream academy, founder of upstream academy network, an international association of accounting firms, and was the central figure in the development of methodology and best practices now practiced by hundreds of firms throughout the united states and canada as part of high performance firms, emerging leaders academy, leaderskills institute and his monthly management presentations.

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sandi leyva

sandi smith leyva

sandi smith leyva, cpa.citp, helps small business owners get more clients, boost their revenues, and achieve their dreams using painless, low-cost marketing strategies.

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sandra wiley

sandra wiley is the coo and shareholder at boomer consulting, inc. sandra elevates top talent in firms through her p3 leadership academy and assists in building balanced teams, managing conflict, and hiring staff. learn more about the company and its services at

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sarah johnson dobek

sarah johnson dobek is president and founder of inovautus consulting, a national consulting firm that develops strategies, programs, and training designed to help accounting firms grow faster and in the right direction.

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sean stein smith

dr. stein smith, cpa, cma, cgma, is an assistant professor in the business and economics department at lehman college, city university of new york.

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seth fineberg

seth fineberg

seth fineberg, 卡塔尔世界杯常规比赛时间 contributing editor, has been an editor and journalist for over 30 years, the vast majority of which has been spent serving the accounting profession. 

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seymour "sy" goldberg, cpa, mba, jd

seymour "sy" goldberg, cpa, mba (taxation), jd, is a legendary trust and estate advisor, having practiced and lectured for many years.

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source advisors

source advisors, a tax consulting firm, provides r&d tax credit, cost segregation, §179d, §45l, erc and lifo inventory solutions nationwide.

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stan mork

stan mork is the president of the information technology alliance and owner of mork consulting llc.

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stephen l. nelson

stephen l. nelson is a working cpa in the seattle area who specializes in serving small businesses and their owners.

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steven klinghoffer

considered a pioneer in professional services marketing, steven klinghoffer is president of wpi communications inc., which provides newsletter marketing services to accountants, attorneys, dentists, financial planners, physical therapists and physicians.

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the author: steven e. sacks, cpa

steven sacks

steven sacks, cpa, cgma, abc, has been at the forefront of the accounting profession for 30 years. he is the author of "the new fundamentals: practical guidance for today’s accounting firms," available here from 卡塔尔世界杯常规比赛时间."

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steven zeiger

steven zeiger manages the new york city office of waxman lawson financial, a member firm of m financial.

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succession institute

bill reeb, cpa, citp, cgma, dominic cingoranelli cpa, cgma, cmc, and tommye barie, cpa, operate the succession institute, which offers training and consulting in organizational development to position cpa firms for growth, prosperity, seamlessly transitioning to new leadership, and selling at above-average market prices. see more by reeb and cingoranelli at 卡塔尔世界杯常规比赛时间 and visit the 卡塔尔世界杯常规比赛时间 succession institute practice management resource center

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tamera loerzel

tamera loerzel is a partner of convergencecoaching, llc, a national leadership and marketing consulting firm dedicated to helping leaders achieve success. she is a contributing author to bridging the gap: strengthening the connection between current and emerging leaders in the cpa profession

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head shot of terry putney

terry putney

terrence e. putney, cpa, is ceo of transition advisors, a mergers-and-and-acquisitions broker for cpa firms.

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todd shapiro

todd shapiro is president and ceo of the illinois cpa society. mr. shapiro also serves as president and ceo of the illinois cpa foundation, cpas for the public interest as well as ex-officio board member of the cpa endowment fund of illinois.

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tommye barie

tommye barie is executive vice president of leadership development at the succession institute.

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ty hendrickson

ty hendrickson

ty hendrickson, a co-founder of the sales seed, is a cpa and sales leader passionate about helping cpa firms grow through the integration of sales principles.

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wesley middleton

wesley middleton, cpa, is managing partner at middletonraines+zapata llp in houston.

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wm. dennis huber

wm. dennis huber, jd, dba, cpa, cfe, is professor of accounting, finance, and business law, at capella university.

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