Dan Nicholson - 2013 40 Under 40 Honoree

Dan Nicholson - 2013 40 Under 40 Honoree

Dan Nicholson, CPA, CGMA - 32

Founder/CEO, Nth Degree CPAs, PLLC

Seattle, WA

www.nthdegreecpas.com

Education: Seattle University Bachelor of Arts in Business Administration with emphases in Accounting and E-Commerce Information Systems

Professional Associations/Memberships: WSCPA, AICPA, President-Elect Seattle University Alumni Board of Governors

Hobbies: marathons, triathlons, live music, building our business

What are the key areas of your firm that have seen the greatest change in workflow over the past few years? Are you using automated workflow tools? We are using an internally developed workflow tool. While automation within workflow tools seems to have improved in recent years, our process relative to the industry is unique both with respect to billing and with the recurring nature of our service offerings. As such, we found that the off-the-shelf tools were not customizable enough to our needs without substantial work and therefore we developed an internal solution.

Have you embraced cloud computing for your practice? Are you moving your clients to the cloud? For the last 3 years, we've hosted client's QuickBooks files on the cloud, used Dropbox and maintained a client portal with ShareFile. In the last year, we've seen an increase in clients who...