Accordance is the Frontier AI platform for tax, audit, and CPA teams. Purpose-built for high-stakes tax and accounting work, it probes fact patterns, applies authoritative sources, and transparently documents assumptions, alternatives, and risk factors, accelerating everyone’s journey to top performer.

As Chief Growth Officer at Duffy Kruspodin, LLP, Tracy Kapteyn leads the firm’s unified growth strategy—a cross-functional mandate that connects strategy, marketing, client experience, operations, and innovation into a single, scalable system. She also serves as Chief Marketing Officer, where she is transforming the firm’s marketing operations into a digital-first, AI-accelerated platform for scalable growth.

Tracy is spearheading the deployment of AI-enabled systems across content, campaign, and reporting functions—designing intelligent workflows that reduce manual effort, expand visibility, and improve strategic alignment across the firm’s service lines. She also led the development of the firm’s internal AI Playbook, a foundational resource guiding the responsible and strategic integration of artificial intelligence across functions.

With over 25 years of cross-industry experience spanning financial services, SaaS, education, telecom, and consumer products, Tracy brings a rare combination of strategic insight and executional rigor. She is especially focused on modernizing growth models through better segmentation, expanded advisory services, and technology-enabled service delivery.

Her Skinny Playbook™ framework helps firms turn strategy into action—aligning teams, accelerating decision-making, and creating clear, measurable results. Whether building new revenue streams, launching digital tools, or improving pipeline performance, Tracy helps firms turn complexity into clarity.

Before joining Duffy Kruspodin, Tracy founded and led ThinkpinTK LLC, a fractional CGO consultancy for accounting firms and mid-market businesses. She also served as Chief Growth Officer at Windes and EVP of Marketing at CeriFi, where she led high-impact initiatives in brand evolution, service development, and digital transformation.

Tracy holds a B.B.A. in Management from Athabasca University and a Management Certificate from Grant MacEwan University. She thrives at the intersection of strategy, innovation, and execution and believes the most powerful growth comes from seeing around corners and helping clients do the same.

Michael Meihaus is the Owner of Meihaus CPA, PC, a San Diego–based accounting firm that focuses exclusively on employee benefit plan audits. He founded the firm with a clear goal in mind—to reinvent the benefit plan audit experience by making it more efficient, transparent, and less stressful for clients.

Before starting Meihaus CPA, Michael led the California benefit plan audit practice at a Top 100 CPA firm, where he managed more than 55 plan audits each year, including 401(k), 403(b), ESOP, and defined benefit plans. With deep expertise in ERISA, DOL, and IRS regulations, he helps plan sponsors navigate complex compliance requirements with confidence and clarity.

At Meihaus CPA, Michael is focused on building a firm that values quality, clarity, and balance. He’s dedicated to creating smarter processes that make audits run smoothly while also fostering a healthy, sustainable environment for his team. Michael remains closely involved in every client engagement, ensuring each audit meets the highest professional standards while maintaining the firm’s commitment to personal service.

Outside of client work, Michael enjoys sharing ideas about firm culture, leadership, and the future of public accounting. He often speaks about how small, intentional changes in process and mindset can lead to lasting improvements in both client outcomes and team well-being.

A graduate of San Diego State University, Michael earned his accounting degree with honors. When he’s not working, he enjoys cooking, traveling with his wife and kids, and exploring the San Diego community he proudly calls home.

Accrual is an AI platform built for the scale and operational rigor of Top 100 accounting firms. The platform supports individual tax return workflows by gathering client information, extracting data from source documents such as K-1s, 1099s, emails, and spreadsheets, and automatically completing worksheets with field-level citations and audit trails. Review-ready worksheets sync directly into existing tax engines, enabling practitioners to complete review with clearer documentation and fewer open items.

IBISWorld is the largest provider of industry data and analysis, covering over 1,400 different industries in the US. Whether you’re marketing to a particular client industry or looking for financial benchmarks or forecasts to include in an Audit, Valuation, or Consulting engagement, IBISWorld offers unparalleled insights into the markets accountants serve.

MakersHub simplifies AP for complex businesses with AI-powered data capture and automation. We extract and code every bill line-by-line, enabling real-time visibility, smart approvals, and seamless workflows—from intake to payment. Unlike payment-first tools, MakersHub manages the entire AP process. Built by operators, for operators. Faster. Smarter. Error-free.

Canopy helps accountants build the firm they’ve always wanted with AI-powered practice management that includes a CRM, secure document exchange, workflow, time & billing, engagements & proposals, as well as client intake and automations. Trusted by more than 4,000 accounting firms, Canopy’s solutions are SOC2-certified and data-encrypted. Learn more at https://www.getcanopy.com/.

You do more than accounting. We do more than payroll. ADP® offers accounting professionals’ advanced HR tools and flexible partnership options backed by dedicated support to help increase firm revenue, along with anytime access to authorized client data and complimentary practice tools with award-winning Accountant ConnectSM. Learn more at adp.com/accountant.

Cloud Accountant Staffing helps accounting firms hire proven offshore talent quickly. Our hiring portal and fast-moving process matches firms with vetted, full-time accountants in days, not months. We remove hiring friction so firms can scale with confidence, speed, and flexibility – without burnout, turnover, or traditional recruiting delays.

Live Oak will support you with customized financial products focused on your success. Our experts embrace a creative approach to solving problems and surpassing goals. We understand the nuances of your business model and will help you avoid costly mistakes. Let’s craft a loan solution that will help you thrive.