As an emerging leader in the CPA landscape and an expert at understanding the new millennial generation, Garrett focuses on monitoring the evolving technologies and best practices in the industry to achieve the highest degree of success without being afraid to break free from traditional methods. Garrett works with CPA firms across the country helping them to implement lasting change by understanding the unique needs of each organization. Garrett specializes in corporate taxation and can successfully implement ideas and change by using his communication style to get support from key members of the Firm. With his ability to think outside the box, develop procedures, and train staff it has allowed Garrett to have tremendous success in bringing about lasting change. Garrett believes that the public accounting landscape is undergoing a tremendous change and that by focusing on developing the next generation of leaders and understanding the shift in the profession to providing value added consulting services, that Firms can obtain long lasting success. Started the LinkedIn group Innovating Trailblazers to provide support for the next generation of leaders by allowing them to share ideas, frustrations, and support each other's growth. Specialties: CPA, CITP specializing in helping business owners achieve personal and professional success
January 13, 2021
If 2020 taught us anything, it is to expect the unexpected. No other year in our lifetimes could have prepared us for 2020’s brutal forces of disruption. The accounting industry was not immune to these disruptions.
December 29, 2020
As we all are dealing with the near universal push to remote in 2020, everyone has had to figure out overnight how to work virtually or remotely, and, for some, their tech stack made this conversion.
December 28, 2020
If 2020 were any indication, 2021 may come with its own fair share of surprises. By sharpening our mental flexibility, we can be ready for what comes next and to reach farther, more easily and quickly. Just like we practice touching our knees, then our...
November 24, 2020
Cetrom www.Cetrom.com From the 2020 reviews of hosting systems for accounting firms. Ideal Firm Cetrom is one of the premiere cloud hosting providers in the accounting vertical for firms of all sizes looking for a full-service IT hosting provider to handle all server, applications, and desktops. Cetrom is one of long-standing cloud hosting providers serving...…
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November 24, 2020
Cloudvara www.Cloudvara.com From the 2020 reviews of hosting systems for accounting firms. Ideal Firm Cloudvara offers value in its simplicity. This is a very straightforward move to the cloud, putting all your favorite desktop applications on a virtual desktop in the cloud. The shift to Cloudvara is ideal for small firms looking for a virtual...…
November 6, 2020
For all of us in the accounting profession, December doesn’t just mean that the holidays are around the corner. It means that this is the time to cram a full years’ worth of CPE into 31 days or less. We all know the drill.
October 19, 2020
We are the frog, sitting in the boiling pot. As 2020 draws to a close, far too many are unaware how hot the water has become. Like most of us, you may not have sensed the water’s boiling point as we try to stay on top of a constantly changing set of chal
October 16, 2020
CCH Axcess Portal https://taxna.wolterskluwer.com From the 2020 reviews of client portals for accounting firms. CCH Axcess Portal is a cloud-based file sharing system best-suited to firms using CCH Axcess Document as the tight integration means these solutions function like one streamlined application. The system also integrates with other components of the Wolters Kluwer professional accounting...…
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October 16, 2020
Citrix ShareFile www.sharefile.com From the 2020 reviews of client portals for accounting firms. Citrix ShareFile provides document management and client portal functions for professional firms and can be scaled to meet the needs of most sized entities. The system also offers integrated email, and file syncing functions that enable working while not connected to the...…
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October 16, 2020
AccountantsWorld Cloud Cabinet www.accountantsworld.com/CloudCabinet.html From the 2020 reviews of client portals for accounting firms. Cloud Cabinet Client Portal is ideal for small firms already invested in the AccountantsWorld ecosystem. Due to its tight integration into their other solutions, AccountantsWorld client portals are designed to integrate with other AccountantsWorld applications including Accounting Power, Website Relief, Practice...…
October 16, 2020
SmartVault www.smartvault.com From the 2020 reviews of client portals for accounting firms. SmartVault is a file-sharing and document management system designed for accounting firms and their clients. The system is geared toward firms of 5-to-50 staff, supporting the transfer of all file types, with a focus on accounting, tax and payroll documents. The system integrates...…
October 9, 2020
ImagineShare ImagineTime www.imaginetime.com From the 2020 reviews of client portals for accounting firms. ImagineShare is the accounting firm portal system from ImagineTime, and a part of its suite of practice management solutions. The system is best-suited to small and mid-sized accounting firms, and can be used as a stand-alone portal or as part of the...…
