Dext

MARCH 23, 2021

Michael Shafman is a CPA with experience within the full gambit of the accounting world. Michael started using Dext in 2015, first as a finance leader, and then in 2016 as the technology on onboarding leader for a Xero Platinum partner.

Auditing 40

Auditing XERO CPA Accounting 40

Cloud Accounting Podcast

JUNE 12, 2018

Top 10 Accounting Firm IT Survey Surprises — CPA Practice Advisor — An IT survey reports that more than half of midsize and large accounting firms (51%) have outsourced their entire IT infrastructure to the cloud. This is a noticeable increase from 2016, when only 23% had made the jump. HPC is a 100% online accounting firm.

General Ledger 40

General Ledger XERO Payroll CPA 40

AvidXchange

MAY 10, 2016

In 2010, CIS was acquired by Viewpoint Construction Software, where he served as Channel Sales Manager for North America until joining AvidXchange as Vice President of Construction Sales in March of 2016. They have three children and four grandchildren.

General Ledger 52

General Ledger AP Invoicing Budgeting 52

AvidXchange

FEBRUARY 13, 2023

Lyon, a certified CPA based in Utah, focuses on technology and finance, providing day-to-day support for their accounting solutions, serving as the lead with AvidXchange and helping with integration efforts with Yardi and MRI. Ali Lyon joined the company in 2018.

AP 52

AP Invoicing Billing Accounts Payable 52

Cloud Accounting Podcast

MARCH 9, 2019

15:42 -- Facebook’s Workplace reaches 2M paid users, targets SMBs — ComputerWorld — Workplace by Facebook, the company's enterprise-focused collaboration offering, has seen strong growth since its launch in 2016. It’s so different that the National Taxpayers Union Foundation (NTUF) is calling on Congress to extend the tax filing season.

Accounting 40

Accounting Accounting Tax Accounts Payable 40

IMA's Count Me

JULY 29, 2019

Five times she was named to the 40 under 40 by the CPA practice advisor and she was recognized four times as one of the most powerful women in accounting by CPA practice advisor and AICPA. Danielle is a true accounting expert and covers a number of topics relating to analytics and fraud for us.

CPA 40

CPA QuickBooks General Ledger Financial Statements 40

IMA's Count Me

OCTOBER 16, 2022

I was reading your bio and I just think you've got a really great story starting off as a CPA and to where you are now. I my story I like to say I Forrest Gumped my way through my career, right, I started as a CPA went to law school and became a shingle lawyer doing a lot of small business venture capital transactions.

Financial Reporting 40

Financial Reporting CPA Management Accounting Accounting 40

IMA's Count Me

JULY 25, 2021

Hilla Sferruzza, MBA, CPA has been the Chief Financial Officer, Executive VP for Meritage Homes Corporation (NYSE:MTH) since 2016 and its Chief Accounting Officer, Senior Vice President, Corporate Controller since 2008.

Accounting 40

Accounting Accounting Computation Accounts Payable 40

IMA's Count Me

APRIL 26, 2020

Dr. Doug Boyle, CMA, CPA, serves as the Director of the Doctorate in Business Administration Program, the Nonprofit Leadership Program, and the High School Business Scholars Program and as the Accounting Department Chair at The University of Scranton. He is also an award winning researcher and teacher.

Accounting 40

Accounting Accounting Management Accounting CPA 40

Future Firm

SEPTEMBER 1, 2023

58) Chaser A 2016 Xero app partner of the year, Chaser provides a lot of control over automated email reminders on unpaid invoices in your accounts receivable column. 110) Simple Salon I’m a sucker for a cpa firms that niches well. They’re in the UK, so they have some features geared towards UK-based businesses.

Accounting Software 98

Accounting Software XERO QuickBooks Accounting 98

Cloud Accounting Podcast

JULY 7, 2020

He's a CPA, PFS, and CGMA. There's a tweet from Logan Graf, CPA. They gave Wirecard an unqualified audit for years 2016 through 2019, while these accounts were supposed to exist. So that's Reynaldo Arellano. Thank you, Reynaldo. David Leary: [00:06:34] Yeah, I mean, that's what we try to do, right? He's @LoganGrafTax.

Tax 40

Tax Auditing Deposits Accounting 40

Cloud Accounting Podcast

AUGUST 11, 2020

I've got an article in CPA Trendlines, an opinion piece - "When Time-Based Pricing Works." They were taken private by Apollo Global Management in 2016 - a deal valued at $4.3 He wrote an article on CPA Trendlines called: "When Time-Based Pricing Works." I've got the Intuit acquisition of TradeGecko. I don't know. on Wednesday.

QuickBooks 40

QuickBooks Microsoft Excel Billing Payroll 40

Cloud Accounting Podcast

SEPTEMBER 22, 2020

consumer fintech –– CNBC 54:47 – Klarna Valued At $10.65B After $650M Fundraise – PYMNTS.com 56:03 – Wolters Kluwer Acquires XCM – CPA Practice Advisor 57:30 – KKR to sell Epicor Software in $4.7 They were owned by KKR, a private equity firm, which bought them in 2016 for $3.3 Last bit- actually, I lied; I got one more.

QuickBooks 40

QuickBooks XERO Payroll Deposits 40

Cloud Accounting Podcast

MAY 18, 2020

I spotted some data from CPA Trendlines, their research division. We're back to where we were in April of 2016. [00:42:41] Shutting down is affecting a lot of businesses, even people who can work from home. Finance 46:34 - Why Are the Public Markets Strong When Unemployment is Terrible? It can all be locked down.

Payroll 40

Payroll Billing Deposits Accounting 40

Cloud Accounting Podcast

JUNE 28, 2020

he's a CPA first. KPMG came in and figured out that, between 2016 and 2018, for three years, EY did not check directly with Singapore's OCBC bank to confirm the over $2 billion of cash held on behalf of Wirecard that we now have learned is most likely fake; doesn't exist because the bank said they've never even had an account for Wirecard

Bookkeeping 40

Bookkeeping QuickBooks Payroll Auditing 40

Cloud Accounting Podcast

OCTOBER 1, 2020

I did not because then I ended up taking that long arduous path to the CPA, but I'm curious to know if anyone out there is a certified public bookkeeper who's listening, and if you have any thoughts on that. There's some new numbers courtesy of CPA Trendlines about job levels in the accounting world broken down by different types of firms.

Accounting 40

Accounting Accounting QuickBooks CPA 40