Director of Technology
Friedman & Huey Associates
Benji started with Friedman+Huey as a tax accountant in 2010. After spending four years in that role, Benji made the transition to lead the firm’s IT Services and Tax Technology efforts. Taking his passion for tech and knowledge of tax, Benji focuses his efforts on ensuring F+H uses the best technology and innovative processes impacting not only the firm, but also all the Firm’s clients. He manages F+H’s Innovation committee, organizes the firm’s annual conference (FH Connect), and collaborates to expand the service offerings in both F+H’s Client Accounting Services (CAS) and Virtual Family Office (VFO) programs.
Benji often collaborates with technology vendors to create more efficient and user-friendly software. He, and the firm, are founding members of Thomson Reuters GoSystem Tax Customer Advisory Board. Benji also serves as a member on the National Advisory Panel for SurePrep, and SafeSend’s Customer Advisory Board.
Tax and accounting professionals have more solutions available to them now than ever before. So why are so many firms still bogged down by cumbersome tools? The answer: Because not enough of those tools work together in a way that provides real, seamless automation. In this session, we’ll uncover how Thomson Reuters helped Friedman & Huey Associates streamline operations and unlock real automation. We will detail exactly what firms should look for in tax workflow solutions—red flags, green flags, and more—helping attendees to better identify tools that fit their firms’ needs.