
Matthew West, M.A.
Senior Account Representative | Advisor

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About me
Partner | Director of Sales Solution Leaders | Pilot | Multisport Athlete
Education

Eastern Michigan University
1994 - 1998Bachelor's Degree CommunicationActivities and Societies: Division 1 Track and Cross Country Athlete - Lettering my sophomore through red-shirt senior year Business Minor, Communication Major, NCAA Athlete

Eastern Michigan University
2001 - 2003Master's degree CommunicationMasters focusing on the psychology of relationships. Graduated with a 3.97 GPA
Experience

Thomson Reuters
Dec 1997 - Oct 2016Senior Account Representative | AdvisorConsultant & Accounting Technology Advisor to the accounting profession. In my career at Thomson Reuters, I held roles of support, customer service, trainer, and sales. I won 7 presidents' clubs and was constantly a top revenue producer. I also helped countless firms evolve their practices both through technology and business offerings.

CPA.com
Oct 2016 - May 2022Strategically advising the top 100 accounting firms in the country. My role is to advance the accounting and tax profession through thought leadership, best of breed technology recommendations and consulting.
Senior Enterprise Account Executive | AICPA Client Accounting Services Workshop Facilitator
Jan 2021 - May 2022Senior Enterprise Account Manager
Oct 2016 - Dec 2020

Creative Planning Business Services
May 2022 - nowPartner / Director of Solution Sales Leaders
Sept 2023 - nowSolutions Sales Leader - Outsourced Business Accounting
Jul 2023 - nowDirector of FAAST Sales
May 2022 - Aug 2023
Licenses & Certifications

Private Pilot Certificate
FAAMay 2008
Honors & Awards
- Awarded to Matthew West, M.A.2015 President's Club Award - Apr 2016
- Awarded to Matthew West, M.A.2014 President's Club Award - Apr 2015
- Awarded to Matthew West, M.A.2013 President's Club Award - Apr 2014
- Awarded to Matthew West, M.A.2013 Thomson Reuters Tax & Accounting Core Representative of the Year - Jan 2014
- Awarded to Matthew West, M.A.2012 President's Club Award - Apr 2013
- Awarded to Matthew West, M.A.2011 President's Club Award - Apr 2012
- Awarded to Matthew West, M.A.2011 Thomson Reuters Tax & Accounting Core Representative of the Year - Jan 2012
- Awarded to Matthew West, M.A.2010 President's Club Award - Apr 2011
- Awarded to Matthew West, M.A.2007 President's Club Award - Apr 2008
Volunteer Experience
President of the Board of Directors
Issued by More than Movement - Ann Arbor Michigan on May 2025
Associated with Matthew West, M.A.Head Soccer Coach
Issued by Legacy Center - Brighton Michigan on Jan 2022
Associated with Matthew West, M.A.Meals on Wheels Volunteer, Delivery
Issued by University of Michigan Health System on Sept 2012
Associated with Matthew West, M.A.Sighted Guide - Athlete
Issued by Cdifferentwithaaron, Inc on Apr 2002
Associated with Matthew West, M.A.Volunteer
Issued by Thomson Reuters - Michigan Volunteer Network on Dec 1999
Associated with Matthew West, M.A.
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