Archives

Miller Grossbard Advisors, LLP

Houston-based Miller Grossbard Advisors, LLP (MGA) is a member of the Alliott Group, a worldwide alliance of independent accounting, law, and consulting firms. Given the firm’s affiliation with a large global organization, its philosophy of innovation and its employees’ passionate commitment to providing progressive services to its clients, may be somewhat unexpected. However, as Pauline …

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Beyond Your Books – Karen Dellaripa

Beyond Your Books – Karen Dellaripa

Founded in 2003 by Karen Dellaripa, CPA, Beyond Your Books is a fast-growing, New Jersey-based firm providing full-service, outsourced bookkeeping and payroll services for small to mid-sized professional services businesses as well as some larger corporate entities. As the name of the firm implies, Dellaripa, her co-founder Rich Strait, and the rest of their team …

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Auxilia Accounting – Christa Skoupy

Auxilia Accounting – Christa Skoupy

Christa Skoupy, CPA is on track for immense growth in the coming years. She shared that her firm has grown at a rate of about 17% per year over the past three years. And she links this success with technology, specifically SmartVault. “Our tax prep has grown progressively year over year. I can honestly say …

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Penniwise Accounting & Tax Services

Penniwise Accounting & Tax Services

Penni Echols, owner of Penniwise Accounting and Tax Services, has been a loyal SmartVault user for the past three years…but not before testing the solution thoroughly. Prior to purchase, Echols evaluated another document management and storage system alongside SmartVault — comparing features and functionality. Echols was clear that she needed the right system in place …

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Karr & Boucher, PLLC

Karr & Boucher, PLLC

When Lacerte announced that it was sun setting its DMS product, leaders within the firm of Karr & Boucher, PLLC looked at SmartVault to fulfill their document management needs. Firm partner, Jim Roberge, CPA, stated, “We first looked at everything that we wanted to accomplish in terms of document management and sharing files with clients. …

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Casey Lynch, CPA

Casey Lynch, CPA

The cloud is top of mind for many accounting professionals, and the need to move quickly into it. While cloud applications offer immense value in terms of ease of use, cost, and convenience, firm owner Casey Lynch, CPA, is still cautious in his approach. “I like to research technology before jumping in,” Lynch stated. “And …

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Michael J Yuda, CPA

Michael J Yuda, CPA

Michael Yuda, CPA, thoroughly enjoys living in a tropical paradise. Who wouldn’t? His transition from California to Hawaii a few years ago was, in big part, made possible because of today’s advanced cloud technologies. After more than 25 years of owning a Los Angeles-based firm, Michael finally decided it was time for a change of …

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Pescatore Cooper, PLC

Pescatore Cooper, PLC

When SmartVault launches a new feature, Katie Lohman, CPA with the firm Pescatore Cooper PLC, is quick to test it. In fact, a big fan of the cloud-based document management system, she praised SmartVault for its commitment to ongoing solution improvements. “I love the continual enhancements to the solution,” stated Lohman. “I feel like the …

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Jason Tyra, CPA

Jason Tyra, CPA

Jason Tyra is on the move to corner the market on what he terms “digital currency clients.” These are the clients who operate their businesses exclusively online—and as such, are exceptionally tech savvy. Tyra, owner of Jason Tyra CPA, PLLC, also works predominately online, which is exactly how he likes it. “I try to operate …

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Cullari Carrico CPAs & Advisors

Cullari Carrico CPAs & Advisors

Jay Soojian, CPA and member at Cullari Carrico LLC CPAs and Advisors recalled the chaos of tax season before SmartVault was implemented. “Our biggest issue with our previous document management system was that it just couldn’t handle a firm of our size. It crashed a lot during tax season.” A forty-plus employee firm, Cullari Carrico …

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