Drake Software and Rightworks sponsored “How Moving to the Cloud Has Changed My Business,” a panel discussion about using cloud-based products in tax and accounting firms. As a technology often touted for providing improved efficiency, flexibility, and scalability, many tax and accounting professionals have begun considering moving part of their practice to the cloud—especially in the wake of pandemic lockdowns.
In this webinar, Moderator Gene Marks asks panelists Jerome Clarke, Pat Dillon, and Fred Mosbey about their experience with cloud technology, including why they decided to try it, how it helps their practice, and what advice they might have for anyone considering it for their own tax business.
- Gene Marks, CPA, is president of the Marks Group PC and a regular small business contributor for Entrepreneur, Forbes, the Guardian, The Hill, the Philadelphia Inquirer, and the Washington Times.
- Jerome Clarke, CPA is the president of Clark Financial Associates, P.C. in Richmond, VA. With 30 years’ experience in public accounting, he currently provides small business accounting and tax planning services and individual tax preparation.
- Pat Dillon is the owner of Dillon Law P.C. and president of the Agricultural Law Association. Currently operating out of three locations, his practice focuses on agricultural law, criminal law, debt collection, and estate planning, as well as preparing tax returns for individuals and family farm corporations.
- Fred Mosbey is president and CEO of A1 Tax Stop. After working and performing in the entertainment industry for groups like Earth Wind & Fire, New Edition, and Bell Biv DeVoe, he now specializes in tax planning and preparation for entertainers all across the country.