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I’ve been described as a “feeling leader” - someone who is driven by passion to foster real change in the accounting profession. My path started in the tax department of a mid-size public accounting firm. Since then, my experiences leading my own firm (New Vision) and the transformational #radicalcpa movement have inspired me to look for what’s next. As the “Radical CPA,” I’ve developed a bit of a reputation as an evangelist for disruption, tech and change. I want to bring the accounting profession into the digital age and lead the next generation of accounting professionals to a better life where they can go home on time, give more to their clients and foster their passion for the industry. This is what strategic advisory and tech can do for us. The idea of using AI and automation to transform our industry is a passion, which is why I also became a Truth Advisor at Trullion in March 2021. Trullion tackles auditing workflows and lease accounting for a more transparent, streamlined process. I'm also an advisor and ambassador for BlueJ, an AI-powered tax research software. Legal and tax professionals use it to solve complex tax problems and transform how they serve customers. From working in an old-school firm to leading a new firm for 14 years to working in venture-backed technology startups, I have gained multiple thoughts about the future. Through this lens and understanding, I now truly understand the differences between technology companies that sell software compared to professional service firms, and they are quickly evolving into one – a new “technology” company that just so happens to be in the business of accounting and tax. We are seeing a revolutionary change in how accounting and bookkeeping are done. As the Radical CPA, I’m thrilled to be on this journey with you! Career Highlights: ✔ Three-time author: The Radical CPA: New Rules for the Future-Ready Firm (2015), From Success to Significance: The Radical CPA Guide (2018), and Radical Pricing: How to Optimize Profits, Delight Customers, and Build a Top Value Firm (2024) ✔ Top 100 Most Influential People to the Accounting Profession (2011-present) ✔ Senior Tax Advisor, april (2024 – present) ✔ Tax Advisor, BlueJ (2024 – present) ✔ Truth Advisor, Trullion (2021 – present) ✔ Vice President of Tax Strategy & Evangelism, april (2022 – 2024) ✔ Vice President of Strategy, Botkeeper (2020 – 2021) ✔ CEO, New Vision CPA Group (2006-2020)

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