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Two Days to Plan, Innovate and Learn:

Partner Summits 2014

Paul Miller

Business by Design

Paul Miller

For more than 15 years, Paul has been building his firm with a focus on meeting client needs beyond compliance work, and with a business consultancy mindset. When he became self-employed in 1993, Paul found resources for tax planning, business structure/entity optimization, and overall business coaching difficult to find. When he founded Business By Design in Edina, MN, Paul’s goal was to help other entrepreneurs and small businesses be more tax efficient and make smarter business decisions in addition to providing traditional accounting firm services.

Paul has developed a firm that provides high-margin business coaching, tax planning, and asset protection services for small businesses, employing many of the same tax planning strategies that larger firms offer. This creates a trusted advisor relationship with his clients, builds multiple income streams for his firm, and establishes the firm’s unique value proposition. Whether it’s tax savings, business transition guidance, or equity building strategies, clients see the value Business by Design delivers thereby virtually eliminating client fee pressure situations many accounting firm find themselves in today. The firm employs a unique “team” approach with a highly trained, diverse staff, including accountants, CPAs, enrolled agents, para-legal, and administrative staff, paired with his own entrepreneurial expertise to provide high-level, results-oriented services to clients. Paul’s focus on progressive use of technology to drive firm efficiency and better serve clients, coupled with his consultative approach to helping business clients, has positioned Business by Design as a firm of the future.

Andrew W. McCracken, CPA, MAcc

Thomson Reuters

Andrew McCracken

Andrew is a technical consultant with Thomson Reuters. He provides onsite and web-based consulting to firms regarding the implementation and adoption of workflow and document management software. Andrew also recently served as an instructor at the 2012 Thomson Reuters SYNERGY Users’ Conference.

Prior to joining Thomson Reuters, Andrew worked in public accounting for a regional firm with offices in Utah, Nevada, and Arizona. Andrew’s main focus was on taxation and business consulting, including the adoption of best practices and internal controls. He was tasked with the implementation of various Thomson Reuters solutions while at the firm, including GoFileRoom, FirmFlow, and NetClient CS portals for document delivery and web payroll offerings. He also offered support and training on these products while at the firm. Andrew’s practice experience gives him unique insight to how technology and workflow tools can transform firm efficiency and elevate client service.

Andrew holds a Bachelors of Science in Accounting from Brigham Young University — Idaho, and a Masters of Accountancy from Southern Utah University. He is a member of the Utah Association of Certified Public Accountants. He is also a member of the American Institute of Certified Public Accountants.

Therese M. Witherow

Thomson Reuters

Therese M. Witherow

A senior technical trainer with Thomson Reuters with more than 15 years of experience, Therese provides onsite and web-based training across the country and overseas on UltraTax CS, Fixed Assets CS, FileCabinet CS, Practice CS, Planner CS, ToolBox CS, and GoSystem Tax RS. She joined Thomson Reuters in 1999 as a product support representative for UltraTax CS, Fixed Assets CS, and FileCabinet CS, and was also the product lead for UltraTax CS/1040 and Electronic Filing. In 2005, Therese joined our Training & Consulting Services department.

This is Therese’s fourth year contributing as a lead presenter at Partner Summits, Thomson Reuters most exclusive thought leadership event. Therese has presented at many Thomson Reuters SYNERGY Users’ Conferences, at various profession events, and at firm-sponsored events. Over the years she has helped thousands of practitioners and hundreds of firms across the country better leverage technology and take advantage of integrated solutions. She has also been involved in product validation testing, On-Demand training development, and sales seminar content creation. Therese holds a bachelor’s degree in Accounting with a minor in Management from Western Michigan University, and is a CompTIA CTT+ Certified Professional Trainer.

Questions?

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