Contributors

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In the Spotlight

The strength and diversity of our contributing authors is a bedrock value at The Progressive Accountant. Here you’ll find the very best of the very best of the thought-leaders of our profession. While different in many ways (age, geography, gender, practice type, specialty, etc.) our authors share one common trait: they each have the heart of a teacher. All are recognized experts in their specific areas and each speak, teach, write, and appear regularly. And while they each maintain practices and/or related consultancies, they are all willing to share their time and expertise in an effort to help their colleagues. I am so very fortunate for that willingness and for each of their friendships.

    About the Author:
    Brett Owens is CEO and Co-Founder of Chrometa, a Sacramento, Calif.-based provider of software that records activity in real time. Previously marketed to the legal community, Chrometa is branching out to accounting prospects; gains include the ability to discover previously undocumented billable time, save time on billing reconciliation and improve personal productivity. Brett is also blogger and founder at CommodityBullMarket.com and ContraryInvesting.com, as well as a regular contributor to two leading financial media sites, SeekingAlpha.com and BeforeItsNews.com.
    About the Author:
    Alexander Vuchnich, CPA, CFE is
    Manager of Enterprise Accounting Markets.

    Mr. Vuchnich leads weekly CPE seminars, demonstrating how accountants can add value to their practices.

    Prior to joining Sageworks, Inc., Mr. Vuchnich was an audit manager with Batchelor, Tillery & Roberts, LLP, a professional services firm focusing on small business and not-for-profit clients. Mr. Vuchnich served clients in a range of industries including technology, manufacturing and service.

    Mr. Vuchnich holds a Masters of Accountancy and BS in Accounting from North Carolina State University. Mr. Vuchnich is a Certified Public Accountant and Certified Fraud Examiner and is a member of the American Institute of Certified Public Accountants, North Carolina Association of Certified Public Accountants and the Association of Certified Fraud Examiners. Mr. Vuchnich served on the NCACPA\'s Young CPA Cabinet as chair of the Community Service Subcommittee.

    About the Author:
    Bob Scott has provided information to the tax and accounting community since 1991, first as technology editor of Accounting Today, and from 1997 through 2009 as editor of its sister publication, Accounting Technology. He is known throughout the industry for his depth of knowledge and for his high journalistic standards.  Scott has made frequent appearances as a speaker, moderator and panelist and events serving tax and accounting professionals. He  has a strong background in computer journalism as an editor with two former trade publications, Computer+Software News and MIS Week and spent several years with weekly and daily newspapers in Morris County New Jersey prior to that.  A graduate of Indiana University with a degree in journalism, Bob is a native of Madison, Ind
    About the Author:
    David Cieslak, principal with Arxis Technology, a computer consulting firm with offices in Southern California, Chicago and Phoenix, specializes in micro-computer accounting systems, information security, the Windows operating environment, systems development and project management. He is currently an instructor for K2 Enterprises and frequent speaker for the California Society of Certified Public Accountants (CalCPA), the American Institute of Certified Public Accountants (AICPA) and other state accounting societies.

    Mr. Cieslak currently chairs the Sage ACCPAC Business Partner Advisory Council.  He is the past Chair of the AICPA IT Executive Committee and past president of the California CPA Education Foundation. He is past chairman of the CalCPA State Technology Committee, former member of the AICPA Information Technology Practices Sub-Committee and previously served on the Information Technology Alliance board of directors.  He is a member of various other AICPA and CalCPA planning committees for courses, conferences and computer shows.


    About the Author:

    Thomas Stephens, Jr. is a partner with K2 Enterprises. To date, he has lectured nationally on subjects such as internal controls for small businesses, practice management and marketing, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications.  Over the past thirteen years, Mr. Stephens has presented in excess of 950 educational programs to over 25,000 participants nationwide. 

    Mr. Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985.  After earning his designation as a Certified Public Accountant, Mr. Stephens attended graduate school, earning a Masters of Science (Major in Finance) from Georgia State University in 1992.  Additionally, Mr. Stephens is a volunteer with the local school system and is an active member of his church.  He also maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants and is a past member of the Institute of Internal Auditors.

    Thomas G. Stephens, Jr., received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985.  Upon graduation, Mr. Stephens began working for an Atlanta-based public accounting firm.  After earning his designation as a Certified Public Accountant, Mr. Stephens worked for BellSouth Corporation in Atlanta as an Internal Auditor.  After two years as an auditor, he was promoted to Staff Manager and then Operations Manager of the Internal Audit Group.  In 1991, he transferred to the Comptrollers’ department of BellSouth and served as Manager of the Cost Accounting organization.   While working full-time at BellSouth Corporation, Mr. Stephens also attended graduate school, earning a Masters of Science (Major in Finance) from Georgia State University in 1992.

    Mr. Stephens left BellSouth in 1994 and opened his public accounting practice in the metropolitan Atlanta area.  In his practice, Mr. Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses.  As part of his practice, he developed a successful consulting practice providing installation and support services of small business accounting software.  Additionally, he began authoring and presenting continuing professional education courses to accounting and finance professionals.  In 2003, Presently, Mr. Stephens resides in Woodstock, Georgia where, in addition to his association with K2 Enterprises, he provides consulting services to small businesses and CPA firms.  In addition to an active professional career, Mr. Stephens enjoys an active personal life as well.  He and Michelle -- his wife of twenty-three years -- have two children.  His hobbies include snow skiing, fishing, and running.  Additionally, Mr. Stephens is a volunteer with the local school system and is an active member of his church.  He also maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants and is a past member of the Institute of Internal Auditors.

    About the Author:

    Will is currently a Shareholder of K2E, LLC.  Will has conducted seminars for 47 State CPA Societies, and has spoken at numerous accounting technology conferences, including speaking at the AICPA Information Technology Conference for 21 years, as well as doing training for other organizations such as the FBI. Will is a past Chairman of the AICPA Information Technology Conference, as well as past chairman of other conferences and professional committees.  Will is a co-author of the Practitioners Publishing Company\'s \"Guide to Installing Microcomputer Accounting Systems\" and has had numerous articles published in professional journals including the Journal of Accountancy, the CPA Journal, and others.

    Experience: Public Accounting   - 7 years.
    University Accounting Professor - 12 years.
    Shareholder K2 Enterprises - 21 years.

    CPE Discussion Leader - Will has written numerous CPE (Continuing Professional Education) courses and has taught over 300 days of CPE for CPAs.  Most of these courses have been on microcomputer or auditing topics.

    Awards: The \"Louisiana Accounting Educator of the Year Award,\" an award presented jointly by the Society of Louisiana CPAs and the AICPA.
    \"Society of Louisiana CPAs Discussion Leader of the Year\" award.
    The Louisiana Society\'s \"Special Services Award\" for efforts in developing and teaching Continuing Professional Education courses for the Louisiana CPA Society. 
    The Illinois Society of CPAs “Instructor Excellence Award” for teaching excellence.
    The Society of Louisiana CPAs “Special Recognition Award” for contributions to the Society’s CPE program.
    The Society of Louisiana CPAs “Discussion Leader of the Year” award.

    Degrees: BBA in Accounting from Loyola University - 1972
     MS in Accounting from the University of New Orleans - 1975
     Ph.D. in Accounting from Louisiana State University - 1978

    Will is currently a Shareholder of K2E, LLC.  Will has conducted seminars for 47 State CPA Societies, and has spoken at numerous accounting technology conferences, including speaking at the AICPA Information Technology Conference for 21 years, as well as doing training for other organizations such as the FBI. Will is a past Chairman of the AICPA Information Technology Conference, as well as past chairman of other conferences and professional committees.  Will is a co-author of the Practitioners Publishing Company\'s \"Guide to Installing Microcomputer Accounting Systems\" and has had numerous articles published in professional journals including the Journal of Accountancy, the CPA Journal, and others.

    About the Author:

    Edi Osborne, CEO of Mentor Plus, has been a leader in training and consulting to the accounting profession for nearly 20 years. Recently named as one of the TOP 25 Thought Leaders in Public Accounting, Ms. Osborne is dedicated to helping firms make the transition from a "service centric" traditional accounting focus to a "client centric" advisory services culture. For more info go to: http://www.mentorplus.com/.

    About the Author:
    Jennifer Wilson is a partner and co-founder of ConvergenceCoaching, LLC, a leadership and marketing consulting and coaching firm that specializes in helping CPA and IT firms achieve success.  Learn more about the company and its services at www.convergencecoaching.com.
    About the Author:
    Tom C. Davis, CPA, CITP is a partner at Bowen, Phillips, Carmichael, Davis & Sims and President of Knowledge Concepts, Inc., the developers of FirmWorks.
    About the Author:

    Barry J. Friedman, CPA, chief executive officer, brings more than 35 years of experience in accounting and technology marketing to BizActions. Previously, he was the founder and CEO of GovCon, where he developed an online electronic commerce community that brought together thousands of IT contractors and hundreds of government entities. Prior to that he was the CEO of Friedman and Fuller, an accounting and business consulting firm that was sold to American Express. He earned a MBA in business administration from Loyola College.

    Christopher A. Davis is an associate in the Tax & Wealth Management Department at Miles & Stockbridge P.C., a law firm with approximately 220 lawyers practicing in nine offices located within the mid-Atlantic region. Mr. Davis advises businesses and individuals in a wide range of tax areas including corporate tax, partnership tax, and international tax. Davis is a Magna Cum Laude graduate of Bucknell University and the University of Baltimore School of Law.

     

    About the Author:
    Donny C. Shimamoto, CPA.CITP, is the founder and managing director of IntrapriseTechKnowlogies LLC, a Hawaii-based consulting company 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.  Donny also works with larger organizations as a trusted business advisor, facilitating organizational strategic planning and execution, IT governance and planning, enterprise architecture, information architecture and assurance, business process improvement, and business intelligence initiatives.

    Donny C. Shimamoto, CPA.CITP, is the founder and managing director of IntrapriseTechKnowlogies LLC, a Hawaii-based consulting company 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.  Donny also works with larger organizations as a trusted business advisor, facilitating organizational strategic planning and execution, IT governance and planning, enterprise architecture, information architecture and assurance, business process improvement, and business intelligence initiatives.

    Donny is highly active with the AICPA’s IT Executive Committee, TECH+ Planning Committee, and has had several papers published by the AICPA related to Business Intelligence.  He was named to CPA Technology Advisor’s “40 Under 40” list in 2007, and was recognized as one of Hawaii’s Top High Tech Leaders by the Pacific Technology Foundation and the Technology News Network.  Donny was also the first Certified Information Technology Professional (CITP) in the State of Hawaii, and he is also Chair of the Hawaii Society of CPAs’ Technology Advocacy Committee and a frequent speaker on IT risk management and business intelligence.

    About the Author:

    Raissa Evans is the Senior Manager and Jen Lemanski is the Senior Specialist in the Practice Growth Department of Pannell Kerr Forster of Texas, P.C. You can reach them at (713) 860-1400 or find them on Twitter @raissaevans and @jenlemanski.

    About the Author:

    Richard Oppenheim blends business experience, technology skills, and writing competence with a passion to help others succeed. His goal is to assist and motivate clients along their path to long term achievement.

    With a keen eye for reducing uncertainties and managing risk, Richard works to solve problems and improve results. The focus is on making quality decisions for personal and business actions.

    Richard’s CPA career evolved from auditor to an early innovator, developing computer applications for the CPA firm and clients. As a consultant, he marketed and sold computer based education programs. He co-founded a company creating on-line continuing education courses for a range of AICPA guidelines including the areas of security, management and control over IT operations.

    During the 90s, Richard was COO of an internationally known company providing specialized service delivery, education and employment placement. His writing includes magazine columns, computer product reviews, feature articles, trade association pamphlets, book editing and ghostwriting.

    Richard has lectured throughout the world, was an adjunct professor at NYU's Graduate School of Business and served as a Director with NYU's Management Decision Laboratory.  He graduated from the Wharton School of the University of Pennsylvania and did post-graduate work at New York University.

    About the Author:
    Ken Garen, CPA, is the Co-founder and President of Universal Business Computing Company, (www.ubcc.com), a software development firm of high-volume, high-productivity accounting and payroll technology. Contact Ken at This email address is being protected from spambots. You need JavaScript enabled to view it. or call Ken at 800-762-8222.
    About the Author:

    John D. Anderson, CPA.CITP, CIA, MCP, MSA; is the Information Technology Services Group Manager at Weidmayer, Schneider, Raham & Bennet, a large, local CPA firm in Ann Arbor, MI.  His experience includes Citrix, Windows 200 Server, Internet Information Services, Lotus Notes/Domino, Cisco Pix, SonicWall, and Trend MicroNeaTSuite products as well as dozens of accounting software packages used by CPA firms and their clients.  He joined the firm after completing a Masters Degree in Accounting from Eastern Michigan University.

    He speaks at national computer user meetings and is very well respected for his activity on ARNE [the Accountants Resource Network], an Internet bulletin board system sponsored by Thomson Reuters.

    About the Author:
    Brian Tankersley is a consultant based in Knoxville, Tennessee. Brian is a frequent speaker at continuing education courses on auditing and technology for K2 Enterprises, and is a senior faculty member with Becker Professional Review. Brian writes and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com) and frequently posts articles to the K2 blog on AccountingWeb.com. www.cpatechblog.com) and frequently posts articles to the K2 blog on AccountingWeb.com.Tankersley's areas of practice include accounting systems, taxation, IT consulting, and general business consulting. Prior to forming his own firm Brian practiced in public accounting with both international and local firms, as well as industry. His public accounting experience includes accounting system implementations, tax returns, financial analysis, inventory costing, and audits of public and private companies. Brian's industry experience includes retail, financial services, wholesale, and manufacturing. His information technology experience includes technology strategy, technology management, systems implementation, technical training and documentationBrian is both a Certified Public Accountant and Certified Information Technology Professional, and has bachelors degrees in both Accounting and Finance, cum laude, from the University of Tennessee. He is a certified public accountant (Tennessee), and a certified information technology professional (CITP). In 2007 and 2008, Brian was selected as a "40 Under 40" honoree for his leadership in the profession by the CPA Technology Advisor. He holds numerous vendor consultant certifications in applications such as QuickBooks, QuickBooks Enterprise Solutions, and Microsoft Office Accounting.Mr. Tankersley has served on numerous board of directors and in leadership roles for both his church and in professional organizations. Brian is a member of the Tennessee Society of CPAs, the American Institute of CPAs, and an associate with the Association of Certified Fraud Examiners. He has also served as an officer and director for numerous area community and professional organizations.Brian, his wife Janette, and their six year old son make their home in Farragut, Tennessee.
    About the Author:

    Val is the CEO of K2 Enterprises which is a national technology training and consulting organization.  He has eleven years experience in public practice and has been involved with information systems and the technology industry for over twenty five years.

    Awards and Recognition:
    • Accounting Today’s Top 100 Influential Accounting Professionals 1998
    • AICPA 1998 Certificate of Appreciation - Strategic Planning Committee
    • Accounting Today’s Top 100 Influential Accounting Professionals 1997
    • 1997 Alumni Professional Achievement Award – Utah State University
    • 1996 Outstanding Discussion Leader Award – Indiana Society of CPAs
    • 1987 Outstanding Discussion Leader Award – Utah Association of CPAs
    • AICPA Outstanding Discussion Leader Award 1986
    • AICPA Outstanding Discussion Leader Award 1987
    • AICPA Outstanding Discussion Leader Award 1988

    Professional Service:
    • Three-year Member - AICPA’s Strategic Planning Committee
    • Four-year Member - AICPA’s Information Technology Executive Committee
    • Five-year Member - AICPA’s Microcomputer Conference Committee
    • 1995 Chairman of the AICPA’s Microcomputer Conference
    • Two-term Chairperson of the Consulting Services Committee
    • Two-term Chairperson - CPE Committee for the Utah Association of CPAs

    Val Steed graduated from Utah State University where he received both his Bachelors of Science (BS) in Accounting and his Masters of Accounting (MA).

    After college, Val worked for Deloitte Haskins and Sells of Salt Lake City, Utah, and then with Hansen, Steed, Bradshaw & Malmrose P.C. of Salt Lake City.  Val was with Hansen, Steed, Bradshaw & Malmrose P.C. for eleven years and was a shareholder for six years before leaving to start K2 Enterprises.  Currently, Val is the CEO of K2 Enterprises which is a national technology training and consulting organization.  He has eleven years experience in public practice and has been involved with information systems and the technology industry for over twenty five years.

    About the Author:

    Matt Altman CISA, CGEIT, serves as a technical consultant for accountants through Altman Consulting and Technology, Inc., and is an IS Auditor for the Arctic Slope Regional Corporation.  He recently published \"Bad Daddy!\"  Ways Toddlers Corrupt their Dad, a humor book with ideas for dads to use when moms aren\'t looking. 

    About the Author:
    Kathy Yakal has been writing about personal and business technology since 1983, as an editor and writer at COMPUTE! Publications. She writes frequently for The Progressive Accountant on technology topics.She began freelancing and specializing in financial applications in 1988. Her columns, features, and reviews have appeared in publications including Barron’s, Kiplinger’s Personal Finance Magazine, and PC Magazine.
    About the Author:

    As the partner-in-charge of its technology division, One Tech, Brent provides expert technology services to Fordham Goodfellow clients in Hillsboro, OR. As a Certified Public Accountant and a Microsoft Certified Systems Engineer, Brent enjoys demonstrating to clients how investments in technology can improve overall business results. Brent started his career in accounting as a professor at Portland Community College and as a president of his own accounting and consulting firm.

    After being frustrated with the service and results he was experiencing with technology providers, he decided to become a certified technology professional himself. Since merging his company, Goodfellow Consulting, with Fordham & Fordham in 2000, Brent has focused his practice on technology consulting. He works with clients to understand the pains and challenges of their businesses and identifies technology services that enable businesses to realize their potential.

    However, Brent still uses his training and experience as a CPA. Brent brings the professionalism and dedication of a CPA to his service delivery as a technology provider. His background provides clients with a better service experience, as well as more realistic cost and time estimates. Brent\'s technology services include comprehensive technology reviews; telephony and unified messaging system selection and implementation; hardware and software selection and maintenance; technology training; technology security and disaster planning; and outsourced network administration. Brent\'s knowledge of the technology industry has been recognized by numerous regional, state, and national associations, which have featured him as a speaker on topics such as, Network Administration Techniques, Remote Access to Network Resources, Telecommuting and CTI, Using Outlook, What\'s New From Microsoft and Using Microsoft CRM. Brent is also a recognized leader in the accounting industry. As an active member of the Oregon Society of CPAs, Brent has served in leadership positions in the organization since 1982. Most recently, he has served as treasurer, director on the board of directors, and president of the Society. Brent has also held national leadership roles in the American Institute of CPAs and has served on the National Advisory Board for Creative Solutions, Inc. (Now Thomson Reuters Tax & Accounting. Brent\'s knowledge of and expertise with technology solutions is showcased in his monthly podcast (High Tech in Accounting Firms) on the Spotlight series, his regularly stories on The Progressive Accountant  and in articles he writes for the Oregon Certified Public Accountant. 

    Designations
    Certified Public Accountant Microsoft Certified Systems Engineer - Windows NT, Windows 2000, Windows Server 2003, Small Business Specialist Microsoft Certified Systems Administrator - Windows Server 2003 Microsoft Certified Trainer Microsoft Business Solutions Certified Professional Vertical Telephony Certified Technician Certified Information Technology Professional

    Memberships American Institute of Certified Public Accountants Oregon Society of CPAs

    Education B.S., Brigham Young University M.S.T., Washington School of Law

    About the Author:
    Gene Marks, a columnist, author, and business owner, writes monthly online management and technology columns for Forbes and Business Week and a bi-weekly column that appears nationally in American City Business Journals. His books include Gene\'s books include the #1 Amazon Small Business Best Seller The Streetwise Small Business Book of Lists (Adams Media), The Small Business Desk Reference (Alpha Books, 2004), Outfoxing The Small Business Owner - Crafty Techniques for Creating a Profitable Relationship (Adams Media, 2005) and The Complete Idiot\'s Guide To Successful Outsourcing (Alpha Books, 2005).

    He owns and operates the Marks Group PC, a ten-person firm that provides technology and consulting services to small and medium-sized businesses. Before starting the Marks Group, Marks spent nine years in the entrepreneurial services arm of the international consulting firm KPMG in
    Philadelphia where he was a senior manager.
    About the Author:
    Jack LaRue, senior vice preisdent myPay Solutions, joined Thomson Reuters in 1993. Prior to his current role as general manager of myPay Solutions,, Jack held positions as Senior Vice President, CS Professional Suite and Vice President of Marketing for the Tax & Accounting business of Thomson Reuters. Jack has more than 25 years of marketing and sales experience. Prior to joining the Thomson Reuters team, Jack headed the business-to-business marketing efforts of Florists\' Transworld Delivery
    About the Author:

    Geni Whitehouse
    , CPA.CITP, CSPM is the Founder of Even a Nerd Can Be Heard, an organization focused on communication skills for smart people.  With past roles ranging from partner in a CPA firm to leader of the technology practice in a firm, she has a wide range of experiences to share.  She is the author of How to Make a Boring Subject Interesting : 52 ways even a nerd can be heard.

    Edi Osborne, CEO of Mentor Plus, has been a leader in training and consulting to the accounting profession since 1997. Mentor Plus is dedicated to helping firms make the transition from a "service centric" traditional accounting focus to a "client centric" advisory services culture. for more info go to: www.mentorplus.com


    About the Author:

    Hugh Duffy is co-founder and chief marketing officer for Build Your Firm, a leading practice development firm dedicated to the accounting industry.  Based in Madison, Conn., Build Your Firm works with small accounting firms providing accounting marketing, practice management and Web site development services

    Prior to co-founding Build Your Firm in 2003, Hugh was a Vice President of Internet Marketing for Business & Legal Reports (BLR), a business-to-business publisher for small and medium sized businesses.  Prior to BLR, Hugh was a Director with a publicly traded global internet media company, 24/7 Real Media responsible for Business Development and Strategic Partnerships.  The foundation of Hugh’s marketing background is fourteen years of consumer packaged goods marketing with Schick, Nabisco, Clorox and Coca-Cola. 

    Hugh has 25 years of marketing experience, an MBA degree in marketing from the University of Rochester and a B.S. in finance from the University of Maryland.  While at Maryland, Hugh was on a golf scholarship and his coach was Fred Funk, PGA Tour player.  Today, Hugh’s golf game suffers and he is content watching his two kids play college lacrosse.


    About the Author:

    Scott H. Cytron, ABC, is a frequent contributor to industry publications covering professional services’ industries, including accounting, healthcare, financial planning, collections and debt, and high-tech. He works with many CPA firms and organizations to increase their recruitment and retention efforts through public relations, communications and marketing strategies. Contact him at This email address is being protected from spambots. You need JavaScript enabled to view it.">This email address is being protected from spambots. You need JavaScript enabled to view it. and read his blog at www.absolutecytron.com.

    About the Author:
    John Higgins, CPA.CITP, is a strategic advisor with Rochester, Mich.-based CPA Crossings, LLC. John and his firm specialize in helping accounting, tax and financial professionals leverage technology to be more productive and profitable. CPA Crossings (www.cpacrossings.com) has extensive experience in helping firms make the transition to a “digital” (paperless) practice model. He contributes regularly to The Progressive Accountant on related topics.

    John has extensive knowledge and experience working with CPAs throughout the country. He has been actively involved in working with local, regional and national CPA firms over the past 25 years and facilitated hundreds of planning sessions and retreats to develop strategic plans, technology plans, workflow design, innovative client services and more.

    John is a nationally-recognized speaker and author on technology issues impacting the CPA profession, with an emphasis on transforming to a digital practice model. He previously worked as a natiional consulting partner with a top 10 CPA firm, and is the former chief executive of an accounting systems consulting firm.

    John is a member of the American Institute of CPAs Business & Industry Hall of Fame and past chairman of the Michigan Association of CPAs. He is also a member of the AICPA Council and CPE Advisory Committee and received the MACPA Innovative User of Technology award.

    About the Author:

    Barry MacQuarrie, CPA.CITP, is the director of Technology Solutions for KAF Financial Group (www.kafgroup.com)  in Braintree, Mass. As the CPA Firm Workflow Expert for The Progressive Accountant, he often writes about the technologies used by CPA firms, including paperless office solutions, workflow applications, security applications and document management software.

    Barry is a member of the American Institute of Certified Public Accountants (AICPA) for whom he served on the AICPA Information Technology Executive Committee. He is also a member of the Massachusetts Society of Certified Public Accountants (MSCPA) and chairs their Information Technology Committee.  He is also a member of the Association for Accounting Administration.

    Barry is a member of JHI and serves as the co-chair of the JHI Information Technology Committee.

    Barry has been a speaker on the topics of workflow, process improvement, paperless office, disaster recovery planning and CPA firm technologies. He has delivered presentations for the AICPA, the MSCPA, CCH Incorporated, JHI, Source Media and various CPA associations. He has been published in the AICPA's InfoTech Update, the MSCPA's SumNews and the JHI Review.

    Barry holds a B.S. from Babson College as well as the CITP

    About the Author:
    Kurt Martin is a Founder and Group Publisher of Progressive Media Group (PMG) and the Publisher of The Progressive Accountant. During his tenure as Publisher of The NonProfit Times, he grew the imprint from a single newspaper to a community of websites, online job boards, email newsletters and digital editions of the print editions.  Prior to taking the role of Publisher he was the East Coast Sales Manager for Broad Daylight, Inc. a knowledgebase company. He also held management roles in advertising and ciruculation sales at American Banker/Bond Buyer (Thomson), Faulkner & Gray (Thomson) and SourceMedia's Accountants Media Group (Investcorp.) Kurt graduated from Montclair State University with a B.A. in Political Science and Public Administration.   
    About the Author:
    Geni Whitehouse, CPA.CITP, CSPM is the Founder of Even a Nerd Can Be Heard, an organization focused on communication skills for smart people.  With past roles ranging from partner in a CPA firm to leader of the technology practice in a firm, she has a wide range of experiences to share.  She is a former software company executive and industry analyst and a two-time graduate of the Jeff Justice Comedy Workshoppe. She is passionate about finding interesting ways to talk about what some might consider boring subjects and has discovered that there is no shortage of material. She is the author of How to Make a Boring Subject Interesting : 52 ways even a nerd can be heard.
    About the Author:

    Chad Brubaker is the President and CEO of  E.Mochila, a leading website provider for accountants. He earned his B.S. in Business Administration and Computer Science at University of California, Berkeley. He resides in San Francisco, where he and his colleagues are constantly exposed to the most cutting-edge internet and website issues.

    Chad Brubaker is the President and CEO of Emochila, the leading provider of CPA Websites. He earned his B.S. in Business Administration and Computer Science at University of California, Berkeley and is an MBA Candidate at Wharton. He resides in San Francisco, where he and his colleagues are constantly exposed to the most cutting-edge internet and website issues.

    About the Author:

    Chris Fraser CPA.CITP, CISA, MBA, MCP is a Business Technology Consultant. Chris has spent his entire professional career addressing business information technology needs and developing solutions for those needs. He specializes in risk management, design, implementation, integration and support of IT systems, business technology review and IT assurance services. His experience includes working for Arthur Andersen and IBM Corporation.  Chris is a Certified Public Accountant (CPA) licensed by the State of Florida, Certified Information Technology Professional (CITP), a Certified Information Systems Auditor (CISA), a Microsoft Certified Professional (MCP) with a specialization in Small Business Server, as well as the first Microsoft Small Business Specialist in Tampa Bay, FL.

    Chris serves on the Board of Governors and is a member on the FICPA Finance and Office Advisory committee. He served as chair of the FICPA Business Technology Section and the 2008 Business Technology Conference. Chris has been a speaker several times for the Florida Institute of Certified Public Accountants. Chris was a founding member of the young CPA committee, chaired the membership task force, and wrote an article for CPA Today magazine. He has served as a member of the American Institute of CPA's Certified IT Professional (CITP) Credential Committee and is a CPA Ambassador. Chris was selected as one of the "Top 40 under 40" in the country by CPA Technology Advisor magazine to recognize tomorrow's leaders in the accounting space. Chris was a finalist in the St. Petersburg Young Professionals' inaugural "Tomorrow's Leaders Today" award.

    About the Author:

    Julie S. Lepper, EA, MBA is the Principal of Julie S. Lepper, Accounting & Tax Service, LLC, a small local accounting firm in Pinckney, MI. She earned her Master's of Business from Eastern Michigan University and her Bachelor's of Accountancy from Walsh College in Michigan. Julie has over 16 years in consulting with client not only accounting and tax issues , but also on software and sales engagements. She specializes in focusing on start-up businesses and small to medium client needs.

    About the Author:
    Wayne Schulz is the founder of Schulz Consulting. He began his career working for two professional service organizations and managing their consulting divisions. He has been active not only with the implementation of Sage MAS 90 and MAS 200 accounting software but often is engaged to help clients design or evaluate their current accounting procedures.

    The philosophy of Schulz Consulting has been built around one of being a consulting firm first and a sales company last. This is evidenced by Wayne’s unwavering claim that he is the world’s worst salesman but perhaps one of the top at providing client service to his loyal base of clients (many of who have been with him since 1986).
    About the Author:

    David P. McClure is a technologist and business consultant whose career has included eight years with the NASA Space Shuttle Program and assignments in marketing, environmental services, software publishing and broadband.  He founded the US Internet Industry Association, the nation's primary trade association for Internet and broadband companies.  In 2004 he was awarded a Cornerstone Award for leadership in the broadband industry.  In the same year, he was named to the Board of Directors of the Universal Service Administrative Corporation, the non-profit corporation that oversees the nation's $8 billion universal service telecommunications fund.  His areas of expertise include software management, strategic and market planning, global technology policy and technology audits.  He is the author of more than 100 white papers on business management, technology, customer service and strategic planning.

    About the Author:
    Adrianne Machina is the Chief Velocity Officer of Tornado Marketing, a partner in The Art of Online Marketing, and an Authorized Duct Tape Marketing Coach. Adrianne has spent more than 15 years helping small businesses find their niche and systematically grow their businesses through effective marketing programs and persuasive messaging.
    About the Author:
    Eric Pulaski, CEO and Founder of SmartVault Corporation
    With over 20 years of experience in network security systems and a focus on cloud computing, Eric founded SmartVault Corporation in November of 2007, and currently serves as the company\'s Chief Executive Officer. Eric has made it his personal mission to deliver a simple, low-cost, paperless SaaS solution to small businesses and accounting firms. Reach Eric at This email address is being protected from spambots. You need JavaScript enabled to view it..
    About the Author:

    Ed Jennings leads the Copanion team as President and CEO. Ed has progressively emerged as a voice in the tax and accounting industry, specifically in the areas of tax document automation, scanning, and the paperless tax workflow. He has been featured as a content expert in several accounting trade publications and USA Today. He has been named a 40 Under 40 award winner and played an integral role in Copanion’s back-to-back Technology Innovation Award wins in 2008 and 2009. He is also a featured speaker at events hosted by the AICPA.

    About the Author:
    Joining Nitro in 2009, Nick Chandler oversees corporate communications and community, and is responsible for public relations, social media, and associated outreach activities. Prior to his appointment at Nitro, Chandler was based in Cambodia, heading up marketing and public relations for the Australian-founded Brocon Group, a leading South East Asian developer of high-end real estate projects, including Song Saa Private Island. He was also Key Relationships Manager at Andrews Corporation, a Melbourne-based project marketing and sales agency.
    About the Author:

    Steve Osborne, who has an Electronic Engineering from Cal Poly, worked with the construction clients of an accounting firm in Monterey and later become executive administrator of that three-office firm and spent 10 years in that position. During this period, he received an MBA in human resource management and developed a deep understanding of the inner workings of an accounting firm, its technology, client service issues, culture, and human capital management concerns.

    In 1999, Osborne and his wife Edi Osborne launched Mentor Plus and the first Consulting Accountants’ RoundTable in 1997. From the start, the two collaborated on the development of curriculum for their workshops.

    Besides his practical experience working with, Osborne has a special understanding of the dynamics of team building, conflict resolution, and people development. His education and certifications in the field of Behavioral Assessments provides a balanced perspective for the people side of any business. In addition to consulting directly with individuals and companies, he works with participants of the Consulting Accountants’ RoundTable and their teams. Presently, he is extensively involved in consulting on the Trimetrix Hiring and Coaching System.

    About the Author:
    Dan Kraus is the president of Leading Results and a certified Duct Tape Marketing coach. He\'s a fanatic about creating marketing strategies and tactics that work.  He\'s worked in sales and marketing for over 20 years and has a true appreciation for the impact that effective marketing brings to his clients.  Dan has a degree in Marketing from the University of Massachusetts at Amherst and his CV includes companies like SAP, Alliaire, Great Plains Software and ADP to name a few. He can be reached on twitter @LeadingResults
    About the Author:

    A pioneer in the ASP market, Gary Feldman formed I-Business Network in 1999 as an outsourced application hosting service focusing on mid-market ERP systems. He achieved the first ASP agreement with Sage Software (State of the Art), Advanced Software Development Company and SAP Americas (for SAP Business One). Feldman also helped I-BN to innovate ERP deployment through the use of pre-configured databases with rapid deployment and subscription/fixed fee pricing.

    I-BN was one of the first ASPs in this space to provide virtualized services and cloud computing to the mid-marketl. It is currently developing tools and techniques for automation of both technical and ERP provisioning for SAP Business One and Sage MAS EES to reduce total cost of ownership through application hosting.

    Feldman was formerly an executive with Accenture and was a CIO for a mid-market company. He began his career as a CPA specializing in audit and accounting information systems with BDO Seidman and founded a consulting practice with a regional CPA firm.

    About the Author:

    Dustin Lubertazzi is a senior consultant for Sageworks, a provider of private industry data, financial analysis, and risk management software for accounting firms and financial institutions. Lubertazzi has worked with hundreds of CPA firms and banks to implement Sageworks' solutions for standardizing and documenting regulatory requirements, and adding value to client relationships. Prior to Sageworks, Lubertazzi gained professional experience in consultative roles for Takeda Pharmaceuticals and Morgan Stanley. His degree is from the University of Virginia.

    About the Author:
    Kimberly Hogan is Business Development manager for ScanSnap Sales at Fujitsu. Follow her on Twitter @ScanSnapKim or see her in person at any one of a number of accounting trade show. Contact Kim at 949-551-5601 or This email address is being protected from spambots. You need JavaScript enabled to view it..

    Ed Jennings leads the Copanion team as President and CEO. He has progressively emerged as a voice in the tax and accounting industry, specifically in tax document automation, scanning, and the paperless tax workflow. Ed has been featured as a content expert in The CPA Practice Advisor, Accounting Today and USA Today. Contact Ed at 978.296.9503 or This email address is being protected from spambots. You need JavaScript enabled to view it..

    About the Author:

    Michael Alter, President of SurePayroll, is responsible for the overall business model development, strategic planning, and day-to-day operations for SurePayroll. He joined SurePayroll in 2000 after five and a half years with McKinsey and Company, where he was a founder and leader in the Service Operations Practice. Prior to receiving his MBA from the Harvard Business School, Michael worked in various sales positions at IBM. He holds a bachelor\'s degree in economics from Northwestern.
    Michael serves on the Illinois Technology Association board of directors and maintains active memberships in the Young President\'s Organization, Executive\'s Club of Chicago, The Economic Club of Chicago, The Independent Payroll Providers Association and the American Payroll Association. Michael is a nationally-recognized spokesman on small business issues. He is a columnist for INC.com and appears regularly in publications across the country, including Bloomberg TV, the Wall Street Journal and Entrepreneur Magazine.
    About the Author:
    Andy Nguyen is a Client Development Manager (CDM) at Xcentric, which specializes in Cloud Computing and IT consulting for CPA firms. As CDM, Andy works strategically with firms to help position their technology for the future. Andy can be reached at 678.297.0066 ext 523 or at This email address is being protected from spambots. You need JavaScript enabled to view it.. For more about Xcentric, go to www.xcentric.com or follow them at www.xcentric.com/blog and www.twitter.com/xcentric.

     

    About the Author:

    Hillel Sackstein is President and CEO of Virtual Graffiti, an IT solutions provider that specializes in business, government and education. Recognized as one of the fastest-growing IT solution providers in the nation by Inc. Magazine, CRN and the VAR500, Virtual Graffiti has more than 55,000 customers worldwide and has sustained an annual growth rate of 30 percent over the past ten years. The company's product teams help customers make smart IT buying decisions while lowering IT budget costs and improving efficiency. For more information, please visit www.virtualgraffiti.com.

    About the Author:
    sales and marketing coach with small technology companies selling Great Plains Software, or as a consultant developing fundraising strategies with foundations and organizations, Laura has been in the trenches working as a team member, hand in hand, to develop and implement strategies that drive results.
    She brings her expertise to the forefront in the development and execution of:
    • Marketing planning - pragmatic and practical strategies that are affordable and able to be implemented with the resources available.
    • Strategic thinking - cross industry experience that allows for introduction of effective programs and strategies to new markets
    • Fundraising - organizational establishment, grant oriented funding as well as grass-roots funding and support.
    • Sales 2.0 - The integration of the sales and marketing processes in logical and meaningful ways
    • Marketing tactics - dynamic interpersonal skills that drive accountable results.
    Laura\'s affiliation with long time colleague, Dan Kraus and the Duct Tape Marketing system gives her a platform to effectively leverage her passions and expertise. Most business begin and end using marketing tactics void of a planned strategy. Laura\'s client engagements clearly demonstrate her ability put strategy before tactics in order to drive effective results. In example, she has:
    • Collaboratively built marketing and business kickoff plan for a technology start up that allowed for consistent year-over-year growth for 5+ years
    • Created focus in helping a client refine their overall business strategy to focus on their profitable core competencies
    • Coached a client\'s executives to focus on their core business competencies, enabling them to clearly see improved process and results through delegation to current and new staff
    About the Author:
    Joanie Mann is a recognized authority in the areas of ISV cloud enablement and ASP service delivery.  Her extensive work with accounting professionals worldwide has positioned her as an expert consultant and adviser to practitioners looking to leverage cloud accounting solutions, web-based applications and Internet technologies in their firms and with their clients.
    About the Author:

    John Hedtke is the award-winning author of 26 books. He has more than 30 years in the software business and technical writing, and seven years in technical publications management. John has developed and written documentation and books for many leading software products, and has received 26 writing awards to date. (A complete list of books, articles and projects can be found online at his web site, www.hedtke.com.) John owns a company that offers writing, business, and disaster preparedness consulting services for private, public, and governmental clients. He became a Fellow of the Society for Technical Communication in 2003. When not otherwise occupied, John writes magazine articles and sleeps late as much as possible.

    About the Author:

    Bill Kizer works as a consultant for a number of different VARs and Solution Providers. He also created more than 7,500-member LinkedIn Group, Sage Partners, Employees & Alumni LinkedIn. He serves a consultant for the Gerson Lehrman Council in the software industry and has been consulting for them since 2005.

    He worked at Blytheco, the largest reseller of Sage 100 in North America, and was later sales manager for Barsa Technologies in San Diego. Before joining Blytheco, he was sales manager for Kerry Candles, the world's largest manufacturer of artificial candles for churches.

     

    About the Author:
    Randy Werner J.D., LL.M./Tax, CPA is a loss prevention specialist with CAMICO (www.camico.com). She responds to CAMICO loss prevention hotline inquiries and speaks to CPA groups on various topics. Werner has Big Four public accounting experience in federal and state tax as well as regional accounting firm experience. She has practiced as a sole practitioner in estate planning since 1984.

    Werner has been a member of the California State Bar since 1983 and is a member of the Taxation section as well as the Taxation Section's Procedure and Litigation Committee. She earned a Bachelor of Science in Commerce, majoring in finance with an emphasis in marketing, from the Santa Clara University School of Business. She also earned a Juris Doctor from the Santa Clara University School of Law in 1983, a Master of Laws in Taxation from Golden Gate University, and a Master of Science in Accounting from San Jose State University.

    About the Author:

    Robert Prusa is a Client Services Manager at Xcentric, where he oversees client service and project management. Prior to joining Xcentric, He served in management roles at Follett Higher Education Group and Great American Days, where he incorporated technology to simplify customer management and broaden marketing reach and scope. Prusa graduated from the University of Georgia and currently lives in Georgia with his wife and two daughters.
    About the Author:
    Randy Johnston is a nationally recognized educator, consultant, and writer with more than 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.
    About the Author:
    Dustin Hostetler, founder of Flowtivity, is also and the practice leader and lead consultant for Lean4CPAs. As a Lean Six Sigma Master Black Belt with extensive experience working inside a large regional CPA firm, he has taken proven Lean techniques from the manufacturing floor and tailored them to bring ground-breaking value to public accounting firms. His innovation and passion has brought true efficiency to accounting — helping accounting firms unleash the potential of their professionals. Hostetler is also a member of the CPA Consultants’ Alliance. The CPA Consultants’ Alliance is a working group of thought leaders united in their efforts to further leadership within the CPA profession.
    About the Author:



    Michelle has a unique background in that she has worn all the hats in an
    organization; sales, marketing, service, support and operations at all
    levels. However, her favorite hat always been marketing and sales.

    A business consultant for more than 15 years, she has helped scores of
    small companies grow their business. Also a trainer, Michelle has taught
    thousands of people to use technology effectively. One of her specialties
    is implementing processes that create repeatable, definable, systems so
    businesses‹small, medium, or large‹can expand by working smarter rather
    than harder.

    Michelle understands the challenges that companies face trying to ensure
    that sales and marketing become a cohesive unit. By using the Duct Tape
    Marketing System, marketing processes can be implemented to support the
    sales team to make sure that prospects move through the Like, Trust, and
    Try stages before they engage in Buying. Moving prospects consistently
    through the process makes selling much easier which leads to increased
    revenue and profitability.

    Michelle¹s specialties are in coaching, training and speaking. Michelle
    has been a speaker at customer and partner conferences including SugarCon
    2012. She speaks to associations and does partner webinars on a regular
    basis. She has been a Marketing Evangelist with Leading Results since
    August of 2012.

    About the Author:

    Chuck Hayes is president of ABA Advisors, LLC, a nationwide consulting and brokerage firm
    specializing in working with accountants. Since 1999, Hayes  has helped hundreds of CPAs, EAs and
    other accounting and tax professionals with the sale, acquisition, merger or financing of their
    firms. ABA Advisors is located in Indianapolis, Ind. He currently represents practice owners, buyers and those
    seeking financing all over the United States. He can be reached at (317) 546-7720 or email at This email address is being protected from spambots. You need JavaScript enabled to view it..
    The firm website is www.acctsales.com.


    The Progressive Accountant also occasionally features contributions from these fine authors
    About the Author:
    With more than eight years of public accounting experience, Jeremy Gooding works in the areas of creation and review of financial statements, income tax compliance, and consulting services. His experience extends to serve a variety of client types, including estates, trusts, individuals, privately held companies, family-owned businesses (including family limited partnerships), consolidated corporations, and multi-state corporations and partnerships. Jeremy is also an expert specializing in retail, manufacturing, and auto dealerships, and he provides client services in the areas of hospitality and professional services. Jeremy holds the CPA designation and is with Eide Bailly, LLP in Boise, Idaho, office. He can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it..
    About the Author:
    Steven Ladd is co-founder of Copanion -- a leading innovator in tax document automation. Copanion’s GruntWorx products help tax professionals save up to one hour per return by automatically identifying, organizing and extracting information from scanned tax documents. Prior to founding Copanion, Ladd was chairman of Systematic Accounting. Earlier in his career, he founded InterChip Systems, Inc. -- an electronics product development company that was subsequently purchased by Honeywell. He has also acted as a consultant to technology businesses and has managed sales, manufacturing, and design operations at venture-backed and Fortune-500 sponsored start-ups.

    Ladd holds bachelor's and master's degrees in electrical engineering and computer science from the Massachusetts Institute of Technology, where he was a National Science Foundation Graduate Fellow. Steven can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it..

    About the Author:

    Brian Hamilton is the co-founder and Chief Executive Officer of Sageworks, where he manages overall strategy and product development. He is an original co-developer of  “FIND” (Financial Information into Narrative Data), the company's core artificial intelligence technology which converts financial numbers into plain-language reports. “FIND” is the basis of ProfitCents® and Sageworks Analyst®, applications that are used today by thousands of financial institutions and accounting firms throughout North America and the United Kingdom.

    Brian is an accomplished entrepreneur who has guided Sageworks since its inception. He holds an MBA degree from Duke University and a bachelor's degree from Sacred Heart University, where he graduated summa cum laude. Brian is a noted expert in finance who has been published and quoted in most major national media outlets. He is currently a guest columnist for Forbes.com. In addition, Brian serves on the Board of Directors of the Brown Bag Ministry and leads Sageworks’ “Teaching Business in Prison” program where inmates are taught how to become entrepreneurs.

    About the Author:
    Barry is CEO of BizActions, which he co-founded in September 2000. Previously, he was co-founder and CEO of GovCon from 1993-1999 where he developed an online electronic commerce community that brought together thousands of IT contractors and hundreds of government entities. He was also the CEO of Friedman and Fuller, an accounting and business consulting firm that was sold to American Express in 1996.
    He stayed with American Express as a Regional Director until 1999. Barry holds an MBA in business administration from Loyola College and taught Financial management in their Executive MBA program. He has been a CPA since 1961.
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