Advisory

Lincoln Fleming, CPA, CFP® Director of Tax, Canopywww.CanopyTax.com I began my career in the wealth advisory groups of PwC and Goldman Sachs in San Francisco and London where I provided tax, financial planning, and wealth transfer services to high net worth individuals and families. I am currently a member of Canopy’s leadership team and lead […]

Jason Deshayes, CPA, CGMA Raleigh Accelerate Market Leader Elliott Davis, PLLC www.elliottdavis.com  Career Highlights: I had a fruitful 14-year career in public accounting in Albuquerque, New Mexico before selling our practice and having the opportunity to serve the accounting profession as a firm relations manager within the Association of International Certified Professional Accountants. Ultimately, I […]

Jerry J. McPherson, CPA, CFE Managing PartnerThe Mathias Group, CPAswww.themathiasgroup.com Jerry J. McPherson is Founder and Managing Partner of The Mathias Group, located in Tempe, AZ. The firm offers tax resolution, accounting , and attestation services to individuals and businesses. Jerry has positioned himself as a subject matter expert in emerging industries including cannabis taxation, […]

Rebekah Brown, CPA Director of Development Maryland Association of CPAs and The Business Learning Institute Towson, Maryland macpa.org / blionline.org Career Highlights: Three years in public accounting before leaving to work on behalf of CPA profession at MACPA/BLI Seven years at MACPA/BLI, moving from Learning Consultant, to Membership Manager and now Director of Development MACPA […]

Martin Zych CEO & Co-Founder Jirav www.jirav.com Career Highlights: Martin co-founded Jirav in 2015 and leads the team as CEO. Previously he was the Controller and Finance Director at several venture backed companies along with many years consulting in he outsourced accounting space. During this time he set up dozens of finance & accounting functions and has helped raise […]

Garrett Wagner, CPA.CITP CEO/Founder C3 Evolution Group, C3 Advisory, C3 Financial Rochester, NYwww.c3evolutiongroup.com Career Highlights: Coaching accountants, CPAs, and advisors around the country and helping them break free of the box and become Entrepreneurial CPAs. Being a part of the amazing and continued success and growth the Entrepreneurial CPA Channel on YouTube with the highly […]

Ingrid Edstrom, FICB – 2019 40 Under 40 Honoree Advanced Certified ProAdvisorPriestess of Profits Polymath LLCAshland, ORwww.polymath.com Career Highlights: Leader of Southern Oregon Woodard Group Member Intuit Trainer Writer Network (TWN) Member Adventure Travel Trade Association Member Oregon Outdoor Alliance 2015 Top 3 Intuit Firm of the Future Creator of the Ask A Bookkeeper show […]

Robert Allen CPA, CFE, CTL, MBA, MSIS, ALMI PresidentThe Allen CPA FirmHouston, TXhttps://www.theallencpafirm.com Career Highlights: 2019 Texas CPA Society Rising Star Award Being selected as a 40 under 40 by CPA Practice Advisor for 2018 and 2019. HMSDC E10 Award Recipient 2016 Houston Area Urban League Small Business Community Pitch Winner 2014 Working abroad in China, […]