Matthew West, M.A.

Matthew West, M.A.

Senior Account Representative | Advisor

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location of Matthew West, M.A.Brighton, Michigan, United States

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  • Timeline

  • About me

    Partner | Director of Sales Solution Leaders | Pilot | Multisport Athlete

  • Education

    • Eastern Michigan University

      1994 - 1998
      Bachelor's Degree Communication

      Activities 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 - 2003
      Master's degree Communication

      Masters focusing on the psychology of relationships. Graduated with a 3.97 GPA

  • Experience

    • Thomson Reuters

      Dec 1997 - Oct 2016
      Senior Account Representative | Advisor

      Consultant & 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 2022

      Strategically 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 2022
      • Senior Enterprise Account Manager

        Oct 2016 - Dec 2020
    • Creative Planning Business Services

      May 2022 - now
      • Partner / Director of Solution Sales Leaders

        Sept 2023 - now
      • Solutions Sales Leader - Outsourced Business Accounting

        Jul 2023 - now
      • Director of FAAST Sales

        May 2022 - Aug 2023
  • Licenses & Certifications

    • Private Pilot Certificate

      FAA
      May 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
      More than Movement - Ann Arbor MichiganAssociated with Matthew West, M.A.
    • Head Soccer Coach

      Issued by Legacy Center - Brighton Michigan on Jan 2022
      Legacy Center - Brighton MichiganAssociated with Matthew West, M.A.
    • Meals on Wheels Volunteer, Delivery

      Issued by University of Michigan Health System on Sept 2012
      University of Michigan Health SystemAssociated with Matthew West, M.A.
    • Sighted Guide - Athlete

      Issued by Cdifferentwithaaron, Inc on Apr 2002
      Cdifferentwithaaron, IncAssociated with Matthew West, M.A.
    • Volunteer

      Issued by Thomson Reuters - Michigan Volunteer Network on Dec 1999
      Thomson Reuters - Michigan Volunteer NetworkAssociated with Matthew West, M.A.