Tax & Accounting Blog

Behind the Scenes: Aligning Every Perspective

Behind the Scenes: Aligning Every Perspective

Meet Andy Smith, product manager of document management and workflow at Thomson Reuters. Andy, a CPA with two master’s degrees, joined the company in 2014 after working in public and corporate accounting at large firms and running his own small firm. Andy is based in our Dexter office. Solutions: As product manager of document management … Read More

Recipe for Success: How an Accounting Firm Merger Created One Very Efficient Practice

Recipe for Success: How an Accounting Firm Merger Created One Very Efficient Practice

[Image ©Will Bragg] With an eye toward offering comprehensive financial services and excellent customer service, Davis & Graves, CPA LLP, has spent years investing in integrated systems. Before merging their practices into Davis & Graves in Gresham, Oregon, the two founding partners had gained decades of experience. Jerry Davis, CPA/PFS, and Thomas Graves, CPA/ABV, had … Read More

Behind the Scenes: Creating Exceptional Experiences

Behind the Scenes: Creating Exceptional Experiences

Meet Randy Loughridge, senior manager of mobile app development and user experience at Thomson Reuters. He’s been with the company since 1998, moving through support and development positions until being named manager of mobile app development in 2010. In 2013, Randy added the user experience team to his responsibilities. He’s based in our Dexter, Mich., … Read More

Forward-Thinking Firm

Forward-Thinking Firm

[Image ©Eric Millette] Chris Coggins had a new-client presentation to give on behalf of his firm, The Tax Office, Inc., but he didn’t get a chance to prepare for it. Then he remembered the Practice Forward™ materials he’d been given at a Thomson Reuters Partner Summit in 2015. Using the materials, Coggins developed a proposal … Read More