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Andrew Lester: Using KPI’s to Measure A Successful Client Advisory Service (CAS) Practice

As the CEO of a small firm, Andrew Lester, CPA, has built a CAS practice with a designated vertical focus. Over the course of 18 months, he went through a journey to identify the appropriate KPIs to help him manage what was working and not working in his practice. Listen in as Andy explains the best KPIs to help him manage his practice.

Interviewer: Samantha Mansfield, CPA.com
Interviewee: Andrew Lester, CEO at Lester + Company | Restaurant CPA and Consulting Firm

Samantha Bowling: Bringing Artificial Intelligence to Life Within a Small Firm

Over a year ago, Samantha Bowling, CPA, implemented artificial intelligence (AI) within their small firm. In this interview with Samantha Mansfield, she identifies how a small firm was able to implement AI and the unique ways they are using it, such as in client selection. Additionally, she is the recipient of the 2018 CPA.com Innovative Practitioner of the Year award for her innovative use of AI.

Interviewer: Samantha Mansfield, CPA.com,
Interviewee: Samantha Bowling, CPA, CGMA, Partner, Garbelman Winslow, CPAs

Gary Wood: Transitioning Into a Firm of the Future

At a young age, Gary Wood took over a 30 year-old Sole Practitioner firm, leading it through a transition from its founders to ultimately becoming a modern firm of the future. In this interview with Samantha Mansfield, Gary explains how he uses the Digital CPA Conference as part of his annual strategy and how he keeps the momentum to continue building and evolving his CAS practice.

Interviewer: Samantha Mansfield, CPA.com
Interviewee: Gary W. Wood, CPA, Compere Robinette CPAs

Kill Quill? The Potential Impact that the South Dakota vs Wayfair Case has on Sales and Use Tax

If you follow Sales and Use Tax news, you are aware of the approaching US Supreme Court oral discussions for the South Dakota vs Wayfair case, which is set for Tuesday April 17, 2018. In this discussion, which took place Tuesday March 20, 2018, Peggi Rockefeller, Chief Tax Officer with Vertex Inc, provides us with an overview of the case, how it impacts Quill, and the potential impact this ruling could have on sales and use tax as we know it.

Interviewer: Elena Strong, Marketing Manager, CPA.com
Interviewee: Peggi Rockefeller, Chief Tax Officer, Vertex Inc.