What person, project, transaction, or market trend had the greatest impact on your industry this year? The CPA profession is undergoing a rapid transformation so we can provide our clients with expertise and services beyond the normal income tax compliance and financial reporting. All these transformations are causing major disruptions that require CPA firms to adapt to thrive. For those successful firms that adapt will do well for years to come.

What was your greatest professional accomplishment or most notable project, deal, or transaction in 2023? Janover merged into Armanino LLP. Armanino is a top 20 firm in the country. Its so cool being associated with such a progressive firm that wants our professionals to be wickedly smart and provides the best and only client service. This culture is such a treat to work within.