November 14, 2022

Thomson Reuters Announces Award Winners for Best in Tax and Accounting at Annual Conference

WASHINGTON DC, November 14, 2022 – Thomson Reuters announced the winners of their annual Luca Awards, honoring the best in tax and accounting for 2022. The awards were presented at Thomson Reuters 42nd Annual SYNERGY user conference in Washington, DC.

The award winners were selected from submissions received by an internal team of professionals at Thomson Reuters. The Luca Pacioli Accounting Awards are named in honor of Luca Pacioli – known as the “father of accounting.”

“Luca Pacioli set a precedent for the modern accounting system used today, introducing the concepts of ledgers, journals, and bookkeeping. Winners of the Luca Pacioli Accounting Awards embody Pacioli’s spirit of innovation and demonstrate a mastery of accounting and technology,” said Elizabeth Beastrom, President of Thomson Reuters Tax & Accounting Professionals segment. “Congratulations to all of this year’s winners. You exemplify the best of the best in the profession.”

Nominations were accepted for the following categories: Rookie of the Year, Trailblazer, Impact, Peer Support and Firm of the Year. The winners are:

Rookie of the Year – Boulder Valley CPA’s

With advisory at the forefront of client engagements and $50k worth of proposals to his clients in less than a year, Boulder Valley CPAs realized the value of Practice Forward. Since the first consulting call less than a year ago, Boulder Valley CPAs brought in $170k of NEW revenue. Even more, the firm gives back to other practitioners through being part of the Thomson Reuters 2022 Partner Summit events.

Trailblazer Award – Shana Robinson of ESP Financial

Shana Robinson has been key to the firm transitioning to providing Advisory services for clients. Furthermore, Shana has researched, studied and learned new technology to improve office processes and save money. Shana’s work ethic and attention to detail has become the backbone of ESP Financial.

Impact Award – Angel Hodges of Hodges Accounting & Tax Services, LLC

With a dedication to teaching minority business owners how to grow their business successfully, Angel Hodges is making a major difference in her community. Whether working with the local chamber, offering presentations and even partnering with an interpreter to translate for maximum reach, Angel Hodges is elevating her community through her knowledge and commitment to helping others.

Peer Support Award – Mark Oostra from Kroese & Kroese, PC

Mark Oostra is a top contributor in the Thomson Reuters Tax & Accounting Community. He is always helpful and very active in supporting his fellow colleagues on answering questions, posting interesting topics and providing insight for how he addresses accounting profession questions. Mark builds rapport, camaraderie and represents the true essence of community culture.

Firm of the Year – Accountability Services

Since purchasing Practice Forward in 2021, Accountability Services has generated a jaw-dropping $200,000 in Advisory revenue. From adding Practice CS to their line-up as well as Practice CS Optimization and even UltraTax CS in 2022 – Accountability Services is ensuring they have the best foundation to provide the best value and services to their clients. In addition, the firm is working with a custom created CRM with portal capabilities to make tax filing and document loading for clients as efficient and painless as possible. Accountability Services is using the power of technology and innovation to improve workflows and outcomes for both clients and staff; they are the embodiment of Luca’s innovative spirit in improving business.

Thomson Reuters

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Meghan Vital