TAX WORKFLOW

Future of Accounting

Top industry trends to pay attention to

59:52

Speakers

Keith Hall

Senior Solutions Consultant

Robert Jones

President and Founder of RC Jones and Associates Inc

Gary Brown

Managing Director of a boutique Georgetown

Join us to discover how to stay ahead of industry trends and ensure your firm is well-positioned to meet future challenges.

The tax and accounting profession is rapidly transforming, driven by technological innovation, regulatory changes, and evolving client expectations. How can you ensure your firm is ready to adapt and thrive in this dynamic environment? What are the best practices and strategies to achieve growth, efficiency, and client satisfaction?

In this on-demand webcast, hear from our panel of industry experts who have navigated these challenges and share their tips on how to:

  • Optimize your workflows, leverage technology and automation, and expand your service offerings to meet the needs  of your clients and grow your firm
  • Identify and deliver value-added services to enhance your client relationships and generate new revenue streams
  • Embrace the digital transformation and leverage technology to streamline processes, improve accuracy, and increase productivity
  • Keith Hall
    Keith is a Senior Solutions Consultant. As a part of the Thomson Reuters team since 2015, he currently specializes in Advisory solutions while also working with solutions involving tax preparation, tax planning, firm management, document management, information exchange, and more.

  • Robert Jones
    Robert Jones, EA is President and Founder of RC Jones and Associates Inc., an Accounting and Business Advisory firm located in the Kansas City, Missouri metropolitan area.  He also is an independent Director on the Board of Historic Downtown Liberty, Inc. and has been a board member since 2008 holding the executive positions of Treasurer and currently as President. He also serves as Treasurer for the City of Pleasant Valley MO and previously served as Director for the Historic Downtown Liberty Community Improvement District.  Recently recognized by the Kansas City Business Journal and invited to be a member of the Leadership Trust.

    Earlier, Robert was Treasurer for The City of Weatherby Lake MO and served on the board of another non-profit corporation, Kansas City Rugby Foundation, Inc. serving as Treasurer and Vice President.  Robert also served as a Managing Partner of a payroll services company, Payroll Connection, LLC in Liberty which he later sold.

    Robert graduated from William Jewell College with a BS in Business Administration and Finance with an emphasis in accountancy.  He received his CPA in 1999 from the State of Indiana and is also an Enrolled Agent (EA) with the IRS licensed to prepare Income Tax Returns throughout the United States as well as represent clients within the Jurisdiction of the Internal Revenue Service.  Robert maintains two offices, headquarters are in Liberty, MO with a second Northland location in Gladstone.  He is married to Kelly and a proud father of three daughters (Raven, Saige and Kennedy).  Raven and Kennedy are graduates from the University of Missouri – Columbia; Saige is a Senior at Northwest Missouri State University.

  • Gary Brown
    Gary R Brown CMA, CPA, CITP, PFS is Managing Director of a boutique Georgetown CPA practice that has been recognized by the AICPA as one of the best small firm users of human capital. His firm is a member of the PCPS and Government Audit Quality Centers of the AICPA. He was previously CFO and VP Finance for Astec International LTD (now part of Emerson Electric) in Manila, Philippines, International CFO based in Mexico City and Seoul, Korea for Ralston Purina, and held senior financial positions with Ford Motor Company, Honeywell, and Texas Instruments. He holds a BS in Accounting from Montana State University and MBA from Texas Tech University plus has advanced training from Stanford University, University of Michigan, and University of Chicago.

    His business experience includes corporate finance, strategic planning, operations, production planning, information systems, SEC reporting, and accounting plus has served as interim CFO and COO and/or provided financial and operational consulting services for various startup and emerging organizations. As a CPA, he provides business development, tax, accounting, and estate planning services for various businesses and individuals. He is multilingual in Spanish and holds various insurance and securities licenses.

    He has held numerous positions with various professional organizations including global board member of the Institute of Management Accountants as well as former National President of the Stuart Cameron McLeod Society, a leading group of individuals serving at the national level for the IMA and is currently a member of the IMA Board of Regents. In addition, he has served on various AICPA committees and is a former chair of an AICPA MAP group. He is a recognized speaker for various national organizations and has been recognized in the Wall Street Journal as Financial Executive of the Year by the IMA and Robert Half International, was an outstanding member of the Texas Council of IMA, recognized by NATP as Chapter Person of Year for Relationships with Other Taxing Bodies. Two time Georgetown Chamber Ambassador of the Year, he is an alumni of Leadership Georgetown and Round Rock. He is and has served in various officer positions for the following boards – Williamson County Children’s Advocacy Center, Georgetown Palace Theatre, Georgetown Rotary Club, Texas Chapter of National Association of Tax Professionals and a number of other boards. Was also previously a member of the Texas State Board of Public Accountancy Constructive Enforcement Committee. His wife, Peggy works with him in his business and his daughter is a Program Manager with Rockwell International in Cedar Rapids, Iowa. In his spare time, he shows his two Model A Fords and enjoys his three rescue Siamese Cats.

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