CPA Practice Advisor

SEP 2016

Today's Technology for Tomorrow's Firm.

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10 September 2016 • www.CPAPracticeAdvisor.com FEATURE FEATURE Cathy Iconis CEO + Client Finance Director Iconis Group, LLC Jordan Miller Manager CliftonLarsonAllen Jared Rhine Senior Tax Accountant Paul L Rhine CPA LLC Adam B. Freedenberg Manager Santos, Postal & Company, P.C. Caleb L. Jenkins Leader of Bookkeep- ing Svcs & Quick- Books Ecosystem RLJ Financial Services, Inc. KRISTIN INGRAM Clinical Instructor and Director, MSAT Program University of Hartford, Barney School of Business Brett Mills Partner McCarthy, Rose & Mills, LLP Meredith Root Senior CPA Root & Advisors Hector Garcia Owner Quick Bookkeeping Harvey Johnson Partner PBMares, LLP Douglas (Doug) Neil Principal Neil and Company CPAs PC Rosalind Sutch Shareholder and Group Practice Lead - LGBT Tax Consulting & Financial Planning Drucker & Scaccetti Nathaniel Goldman Senior Tax Associate Pricewaterhouse Coopers LLP Michael Kalifeh Shareholder, Tax Services Thomas Howell Ferguson P.A. CPAs Jacob (Jake) Neil Principal Neil and Company CPAs, PC W. Ashley Thiem Co-President Thiem & McCutcheon, CPAs PA Kelley J. Grace Tax Partner Eide Bailly LLP Amanda J. Kastler Partner Elliott, Robinson & Company, LLP Alina Nikishina Vice President Insperience Business Services Sibi Thomas Partner Marks Paneth LLP Matt Hetrick President Culinary Accountants, Inc. Patrick Benjamin Lee Assistant Professor of Accounting Southwestern College Blake Oliver Cloud Accountant Self-Employed Caridad Vasallo Partner VMBG Accounting Scott Hoppe Principal Hoppe Tax James D. Matthis III Managing Partner Waters & Matthis CPAs, PLLC Elizabeth Pittelkow Director of Account- ing & Compliance ArrowStream, Inc. Kelly Ward Certified Public Accountant Robinson & Ward PC

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