Advisory
Latest News
Zone & Co Launches ZoneBilling AI Assistant
IRS Extends Tax Deadlines Until May For Helene Victims
Avantax Acquires SEP Financial Services
Sovos Launches Indirect Tax Suite for SAP, Enhances Clean Core Readiness
BDO Acquires Seattle Accounting Firm Peterson Sullivan, LLP
Peterson Sullivan is the seventh-largest accounting firm in the Puget Sound region. Like BDO, the firm is continually recognized by numerous business and industry publications for its workplace accomplishments.
Two CPAs Honored as Maryland’s ‘Women to Watch’ for 2019
Beverly Bareham, CPA, founder of Bareham, CPA, PA, has been honored in the “Experienced Leader” category. Tiana D. Wynn, CPA, MBA, senior manager with SB & Company, LLC, has been honored in the “Emerging Leader” category.
Startup Accelerator Program for Accounting Profession Seeks New Applicants
The accelerator has attracted interest from early-stage companies in 14 countries since it launched in 2017. Successful applicants for the program’s third class can tap the expertise of senior leadership of both the Association and CPA.com, as well as...
Professionals on the Move
Professionals on the Move is a roundup of recent accounting firm leadership and staffing announcements.
EisnerAmper Gets New High Tech Office in Dallas
The move was prompted by the firm’s continued growth in both Texas and the central United States, along with the need for leading-edge processes and workspaces that support EisnerAmper’s “clients-first, employees-first” approach.
Caleb L. Jenkins, EA, CQP – 2019 40 Under 40 Honoree
Caleb L. Jenkins, EA, CQP Leader of Client Accounting Services RLJ Financial Services, Inc.Ceres, CA www.rljfinancial.com Career Highlights: Officially started my career working for my dad’s accounting firm RLJ Financial Services, Inc. in January 2009. Became a Certified QuickBooks ProAdvisor in 2010 at age 16. Joined the TSheets PRO Council in February 2016. Joined the […]
Robert Westley, CPA, PFS, CFP® – 2019 40 Under 40 Honoree
Robert Westley, CPA, PFS, CFP® Vice President & Wealth Advisor, Northern TrustNew York, NY www.northerntrust.com Career highlights I began my career in Public Accounting, most recently as a Senior Tax Consultant in Deloitte’s New York City Private Wealth practice. At Deloitte, I advised high-net-worth multi-generational families on their gift and estate planning, income tax planning, […]
Eric R. Greene, MBA, CPA, CMA, CIA, CFE – 2019 40 Under 40 Honoree
Eric R. Greene, MBA, CPA, CMA, CIA, CFE Senior Manager, Technical Accounting and Financial Reporting Zagg, Inc.Salt Lake City, UThttps://www.zagg.com/ Career Highlights: Eric Greene is a Certified Public Accountant (CPA), a Certified Management Accountant (CMA), a Certified Internal Auditor (CIA), and a Certified Fraud Examiner (CFE), with several years of “Big Four” financial accounting experience […]