For over 15 years, Makosi has been redefining what’s possible in the accounting and audit industry with cutting-edge, tech-powered workforce solutions. As the trusted partner to forward-thinking firms, they empower organizations to shatter limitations and embrace growth with their proprietary tech platform. Makosi isn’t just leading the way—it’s setting the standard. They bring together the largest global network of rigorously vetted Chartered Accountants, seamlessly integrating expertise with innovation. Their tech-enabled solutions ensure firms can scale with precision, reduce costs, and deliver unmatched quality, season after season. From short-term projects to long-term engagements, virtual or on-site, Makosi is the agile partner firms need to eliminate resourcing headaches, boost efficiency, and focus on creating value for their clients. Ready to lead the future? Reimagine your potential with Makosi.
At TruNorth Dynamics, we help businesses solve real problems using Dynamics 365 and the Power Platform. Custom build, fixed-fee setup, or ready-made – we’ll chart the right course. We learn how your team works, cut what’s slowing you down, and stick around for support, training, and the occasional dad joke.
Cosmin co-founded Accrual in 2024. He previously served as Brex’s Chief Technology Officer, where he helped scale the company from 40 to over 1,000 employees and hundreds of millions in annual revenue. Prior to Brex, Cosmin worked at Stripe as an early leader, building core global payments infrastructure and launching the Stripe Terminal product. He began his career at Microsoft, working on the early versions of Azure and Office365.
As traditional CPA firms seek new revenue streams, expanded service offerings, and deeper ways to support their clients, CAS has emerged as a leading path for growth. This session will explore the key elements of building and scaling a niche CAS practice.
- What to do—and what to avoid—when launching a CAS practice
- How developing an industry niche can accelerate growth (and where it can create challenges)
- Approaches to pricing CAS services
- Determining which services to offer as your practice evolves
- Recruiting the right people and building the team needed to support CAS growth
Timothy Allen CPA & MST, principal of AWG Wine Advisors, has more than thirty years of winery finance experience, including five years with a Big 4 CPA firm, fourteen years working in operations and finance at wineries, and fifteen years leading AWG Wine Advisors, formerly Allen Wine Group. Timothy began his career at Deloitte in San Francisco in both audit and tax serving wine clients. From there he went on to become controller, CFO and president at wineries including Kendall-Jackson, Sonoma-Cutrer, Robert Mondavi, Rosenblum Cellars, and Kuleto Estate. In 2010 Timothy founded AWG Wine Advisors, a wine industry CPA firm.
2025 revenue: $615.90 mn
Growth rate: 26.90%
Headquarters: Atlanta, GA
2025 revenue: $138.00 mn
Growth rate: 27.78%
Headquarters: Parsippany, NJ
2025 revenue: $23.34 mn
Growth rate: 27.82%
Headquarters: Atlanta, GA
2025 revenue: $215.26 mn
Growth rate: 29.64%
Headquarters: Indianapolis, IN
2025 revenue: $535.00 mn
Growth rate: 30.49%
Headquarters: New York City, NY