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.

View Articles by Accounting Firm Operations and Technology Survey

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.

View Articles by Adrian Stern

Alessandra Lezama

Alessandra Lezama assumed the role of chief executive officer for Abacus Data Systems in 2013.

View Articles by Alessandra Lezama

Allan D. Koltin

Allan D. Koltin, CPA, is CEO of the Koltin Consulting Group.

View Articles by Allan D. Koltin

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.

View Articles by Amy Vetter

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.

View Articles by Andrew Hunzicker

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.

View Articles by Angie Grissom

Art Kuesel

Art Kuesel is President at Kuesel Consulting, kueselconsulting.com, in Fox Point, Wisc.

View Articles by Art Kuesel

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.

View Articles by August J. Aquila

Barry J. Friedman, CPA

Barry J. Friedman, CPA, is CEO of IndustryNewsletters.

View Articles by Barry J. Friedman, CPA

Livingston

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.

View Articles by Becky Livingston
cpatrendlines mobile iphone facebook linkedin logo copy

Beth Bellor

Beth Bellor has served CPA Trendlines 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.

View Articles by Beth Bellor

Bill Carlino

Bill Carlino

Bill Carlino is managing director of national consulting services at Transition Advisors LLC (www.transitionadvisors.com), a full-service consulting firm dedicated to ownership transition and succession strategies for CPA firms.

View Articles by Bill Carlino
Bill Reeb, CPA, CITP, CGMA

Bill Reeb

Bill Reeb, CPA, CITP, CGMA, is CEO and co-founder of The Succession Institute LLC. Bill has been consulting for three decades to all sizes of businesses, from Mom and Pop operations to Fortune 100 companies, primarily in the areas of organizational structure and processes, governance, automation, and revenue generation.  Visit the CPA Trendlines Succession Institute Practice Management Resource Center. See more from The Succession Institute at CPA Trendlines. 

View Articles by Bill Reeb

BLAKE CHRISTIAN

Blake E. Christian

Blake Christian, CPA, MBT, is a tax partner in the Long Beach, Calif., office of CPA firm HCVT, LLP.

View Articles by Blake E. Christian

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.

View Articles by Bob Scott

Ruszczyk

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 www.bbrmarketing.com. She is a contributing author to Bridging the Gap: Strengthening the Connection between Current and Emerging Leaders in the CPA Profession

View Articles by Bonnie Buol Ruszczyk

Bradley Burnett

Bradley Burnett, J.D., LL.M., is a practicing Colorado tax attorney with 33 years of tax practice experience. His practice emphasis is on tax planning and tax controversy resolution. He also prepares a handful of tax returns.

View Articles by Bradley Burnett

Brian F. Tankersley

Brian F. Tankersley, CPA.CITP, CGMA, as over 20 years of professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005.

View Articles by Brian F. Tankersley

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.

View Articles by Bruce W. Marcus

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.

View Articles by Caleb Lendy
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.

View Articles by Carl George

Carrie Steffen at cpatrendlines.com

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 www.thewhetstonegroup.com. She is a contributing author to Bridging the Gap: Strengthening the Connection between Current and Emerging Leaders in the CPA Profession

View Articles by Carrie Steffen

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.

View Articles by Cate Miller

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.

View Articles by Chauncey Hutter Jr.

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.

View Articles by Chris Frederiksen

CPA Trendlines Research

CPA Trendlines 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. With more than 200,000 followers, subscribers, and clients, CPA Trendlines is the largest independent community in the profession.

View Articles by CPA Trendlines Research

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 cwseapa.com

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 cwseapa.com

View Articles by Craig W. Smalley
Dan Hood, Accounting Today

Daniel Hood

Daniel Hood is editor-in-chief of Accounting Today and Tax Pro Today.

View Articles by Daniel Hood

David Bergstein

David Bergstein, CPA, CITP, CGMA, is a leader in tax and accounting technology issues, and a sought-after speaker, writer, and practitioner.

View Articles by David Bergstein

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.

View Articles by David Cieslak

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.

View Articles by Derek Klyhn

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.

View Articles by Dom Cingoranelli

Domenick Esposito

Domenick J. Esposito is the former 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 CPA trendlines. Click here for more by Domenick J. Esposito

View Articles by Domenick Esposito
Donny C Shimamoto, CPA CITP IntrapriseTechKnowlogies

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.

View Articles by Donny Shimamoto

Sleeter

Doug Sleeter

Doug Sleeter is a passionate leader of innovation and change in the small business accounting technology world.

View Articles by Doug Sleeter
Hostetler

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 www.boomer.com.  He is a contributing author to Bridging the Gap: Strengthening the Connection between Current and Emerging Leaders in the CPA Profession

View Articles by Dustin Hostetler

Ed Mendlowitz, The CPA Trendlines Practice Doctor

Edward Mendlowitz

Edward Mendlowitz, CPA, ABV, PFS, is a partner in Withum Smith + Brown’s New Brunswick, NJ, office and has over 40 years of public accounting experience.

View Articles by Edward Mendlowitz

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.

View Articles by Elizabeth C. Nelson

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.

View Articles by Frank Stitely

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.

View Articles by Gale Crosley

Gary Adamson

Gary Adamson, CPA, is the CEO of Adamson Advisory, a CPA practice management consulting firm.

View Articles by Gary Adamson

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.

View Articles by Greg Kyte

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

View Articles by Greg LaFollette

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.  

View Articles by Hank Berkowitz

Hitendra Patil

Hitendra Patil applies emerging studies in neuroscience to entrepreneurial strategies at tax and accounting firms in Accountaneur: The Entrepreneurial Accountant.

View Articles by Hitendra Patil
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."

View Articles by Ian Welham

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.

View Articles by Ida O. Abbott
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. He is the author of  Tax Resolution Systems: The Checklist Manual for Building a Wealth-Driven Taxpayer Representation Firm He has presented over 200 live seminars and webinars to CPAs, EAs, and attorneys on the subjects of IRS Collections representation, practice management, and growing a tax firm. Boman is the author of several tax books for both consumers and practitioners and is the co-founder of Prolaera, a cloud-based CPE tracking, management, and delivery software platform, built specifically for accounting firms, at Prolaera.com. In his free time, Jassen is an ice dancer and figure skating test judge.  

View Articles by Jassen Bowman

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.

View Articles by Jean Marie Caragher

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.

View Articles by Jeffrey S. Pawlow

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.

View Articles by Jennifer Wilson

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.

View Articles by Jim Marty

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

View Articles by Jody Padar

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.

View Articles by Joel Sinkin

John Covaleski

John Covaleski, a CPA Trendlines 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.

View Articles by John Covaleski

John Higgins

John Higgins, CPA.CITP,  serves as a strategic adviser to CPAs and the CPA profession in all aspects of leveraging technology and is a founder of  cpacrossings.com, a provider of training and educational services to tax and accounting firms.

View Articles by John Higgins

Jon Baron

Jon Baron is President, Professional, Tax & Accounting, at Thomson Reuters.

View Articles by Jon Baron

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.

View Articles by Jon Lokhorst

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.

View Articles by Julie Pierce

Justin Breidenbach

Justin P. Breidenbach, MAcc, CPA, CFE (jpbreide@owu.edu) serves as an Assistant Professor of Accounting at Ohio Wesleyan University, Delaware, Ohio. See more at cannabizcpa.pro

View Articles by Justin Breidenbach

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.

View Articles by Kacee Johnson
Kayleigh Padar

Kayleigh Padar

Kayleigh Padar is a college-bound high school senior and an aspiring journalist. She is one of the Editor in Chiefs of her school newspaper, The Correspondent. She has been working for New Vision CPA Group for three years.

View Articles by Kayleigh Padar

Kristen Rampe

Kristen Rampe

Kristen Rampe, owner of Kristen Rampe Consulting, works with professional services firm to deepen client relationships, strengthen team collaboration, increase efficiency, and improve profitability.

View Articles by Kristen Rampe
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 Management.com 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.

View Articles by Kyle Walters

Laurie McCabe

Laurie McCabe brings more than 20 years of experience in the IT industry to her current role at SMB Group.

View Articles by Laurie McCabe

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.

View Articles by Leslie Garrett
Liz Gold

Liz Gold

Liz Gold, CPA Trendlines expert author on Liz Gold, CPA Trendlines expert author on http://CannaBizCPA.pro, has been writing about the accounting profession for over a decade.

View Articles by Liz Gold

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.

View Articles by Luigi Zamarra
Marc Rosenberg at cpatrendlines.com

Marc Rosenberg

Marc Rosenberg, CPA, is a nationally known consultant, author and speaker on CPA firm management, strategy and partner issues.

View Articles by Marc Rosenberg

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.

View Articles by Martin Bissett
Bennett

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 www.mlbennettconsulting.com. She is a contributing author to Bridging the Gap: Strengthening the Connection between Current and Emerging LKeaders in the CPA Profession

View Articles by Mary Bennett

Ramos

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.

View Articles by Michael Ramos

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. 

View Articles by Michael Rozbruch

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.

View Articles by Michelle Long

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.

View Articles by Michelle Long and Sandi Leyva

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 pfontaine@newgatelaw.com.

R. 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.

View Articles by R. Peter Fontaine

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.

View Articles by Randolph P. Johnston

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.

View Articles by Randy Fox

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.

View Articles by Rex Gatto

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.

View Articles by Richard Asquith
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.

View Articles by Rick Richardson

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! www.enlightened.business. He is a contributing author to Bridging the Gap: Strengthening the Connection between Current and Emerging Leaders in the CPA Profession

View Articles by Rick Solomon
Rick Telberg

Rick Telberg

Rick Telberg is a veteran analyst, advisor, commentator, editor and publisher.

View Articles by Rick Telberg

Rita Keller

Rita Keller

Rita Keller, President and Founder of Keller Advisors, LLC, is a nationally known CPA firm management consultant, speaker and author.

View Articles by Rita Keller

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 robnixon.com.

View Articles by Rob Nixon

Robert E. Mckenzie

Robert E. McKenzie is an attorney and partner in the law firm of Saul, Ewing, Arnstein, & Lehr, LLP, Chicago.

View Articles by Robert E. Mckenzie

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.

View Articles by Robert J. Lees

Roman H. Kepczyk

Roman H. Kepczyk, CPA, is Director of Consulting for Xcentric, helping firms throughout North America effectively use information technology and accounting applications by optimizing their tax, audit and administrative production workflows.

View Articles by Roman H. Kepczyk

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.

View Articles by Sam Allred

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.

View Articles by Sandi Smith Leyva
Wiley

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 www.boomer.com.

View Articles by Sandra Wiley

Dobek

Sarah Johnson Dobek

Sarah Johnson Dobek is the Founder and President of Inovautus Consulting, an accounting marketing growth advisor that helps accounting firms identify and implement strategies to help them grow their firms and distinguish themselves in the marketplace. Learn more about the company and its services at www.inovautus.com. She is a contributing author to Bridging the Gap: Strengthening the Connection between Current and Emerging LKeaders in the CPA Profession

View Articles by Sarah Johnson Dobek

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.

View Articles by Sean Stein Smith

Stan Mork

Stan Mork is the President of the Information Technology Alliance and Owner of Mork Consulting LLC.

View Articles by Stan Mork

Stephen L. Nelson

Stephen L. Nelson is a working CPA in the Seattle area who specializes in serving small businesses and their owners. Nelson is the author of the best-selling ebooks Maximizing Sec 199A Deductions and Setting Low Salaries for S Corporations, available throughCPA Trendlines for instant download directly from his website.

View Articles by Stephen L. Nelson

Stephen Weinstein

Stephen Weinstein, CPA, is a Branford, Connecticut, consultant who helps CPA firms and other professional companies deal with critical practice matters including the development and resolution of buy-in and buyout/retirement issues.

View Articles by Stephen Weinstein

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.

View Articles by Steven Klinghoffer

Steven Sacks

Steven Sacks

Steven Sacks, CPA, CGMA, ABC, has been in the forefront of the accounting profession for nearly 30 years.

View Articles by Steven Sacks

Steven Zeiger

Steven Zeiger manages the New York City office of Waxman Lawson Financial, a member firm of M Financial.

View Articles by Steven Zeiger

Succession Institute

Bill Reeb, CPA, CITP, CGMA, and Dominic Cingoranelli CPA, CGMA, CMC, operate the Succession Institute, which offers training and consulting in 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 CPA Trendlines and Visit the CPA Trendlines Succession Institute Practice Management Resource Center

View Articles by Succession Institute
Head shot of Tamera Loerzel

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

View Articles by Tamera Loerzel

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.

View Articles by Terry Putney

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.

View Articles by Todd Shapiro

Wesley Middleton

Wesley Middleton, CPA, is managing partner at MiddletonRaines+Zapata LLP in Houston.

View Articles by Wesley Middleton

Wm. Dennis Huber

Wm. Dennis Huber, JD, DBA, CPA, CFE, is Professor of Accounting, Finance, and Business Law, at Capella University.

View Articles by Wm. Dennis Huber

All content copyright the authors unless otherwise indicated. All rights reserved.
Used by permission. Unauthorized use prohibited. For permission to reprint, contact: hs[at]baysyreetgroup.com.