Accounting

Roslyn Haynie Banks, EA, MAcc, BBA Founder & CEOAdelaide Rose, LLCKilleen, TXwww.HaynieBanks.com Social Media: Facebook: https://www.facebook.com/roslyn.banks.986 Instagram: @adelaide.rose11 https://www.instagram.com/adelaide.rose11/ LinkedIn: https://www.linkedin.com/in/roslynbanksea Professional Associations/Memberships: Target 3 Chairman “Building Your Economic Legacy” for the Mu Theta Omega Chapter of Alpha Kappa Alpha Sorority, Inc. (AKA) Capital of Texas Enrolled Agents (CTEA) National Association of Enrolled Agents (NAEA) […]

Kevin Bong Co-Founder and COOAuditFile, Inc.San Francisco, CAwww.auditfile.com Twitter: @auditfile_team Career Highlights: Kevin is a co-founder of AuditFile, where he works closely with Steven Bong to execute the Company’s vision for designing a simple-to-use, sophisticated cloud-based audit automation solution that empowers firms to prepare for the future of auditing. Kevin draws on his dual degree […]

Megan D. Lewczyk, CPA, MAcc COOYaeger CPA ReviewKailua, Hawaiiwww.yaegercpareview.com LinkedIn: https://www.linkedin.com/in/mlewczyk/ Twitter: @MeganLewczyk   Career Highlights: I decided to venture off the traditional public accounting path early in my career to pursue my passion for creating the next generation of CPAs. I was appointed in May 2017 to Chief Operating Officer at Yaeger CPA Review after […]

Christine Boeckel, J.D., LL.M. Editorial Director, State TaxBloomberg TaxArlington, VAwww.bna.com/tax/ Social Media: Company LinkedIn: https://www.linkedin.com/company/bloomberg-tax/ Company Twitter: https://twitter.com/BloombergTax Personal LinkedIn: https://www.linkedin.com/in/christine-boeckel-4456853/ Personal Twitter: https://twitter.com/Boeckel_Tax Career Highlights: I began working as a State Tax Law Editor at Bloomberg BNA in 2011, where I focused on updating Bloomberg BNA’s State Tax Portfolios and Navigators. As an editor […]

Amber Y. McGhinnis, CPA Senior ManagerMartin Starnes & Associates, CPAs, P.A.Hickory, NCwww.martinstarnes.com LinkedIn – https://www.linkedin.com/in/amber-mcghinnis-cpa-a1181231/ Professional Associations/Memberships: Member, American Institute of Certified Public Accountant Member, North Carolina Association of Certified Public Accountants (past president of the Catawba Valley local chapter) Board Member, Catawba County Chamber of Commerce Leadership Catawba Advisory Board Career Highlights: Began my […]

Tony T. Chan, CFP®, EA PrincipalCrossroads Planning, LLCOrange, CAwww.crossroads-planning.com Twitter: @Tinchan85Linkedin.com: https://www.linkedin.com/in/tony-t-chan-cfp®-ea-24396319 Professional Associations/Memberships: XY Planning Network The National association of Personal Financial Advisors Financial Planning Associations (Past OC Nexgen Chairman) Enrolled Agent Society Career Highlights Retired as a Captain (accounting officer) from the US Army Reserve. Launched Crossroads Planning LLC to use technology to […]

Melisa Galasso, CPA, CGMA OwnerGalasso Learning SolutionsCharlotte, NCwww.galassolearningsolutions.com Twitter: @hoffmamf @galassolearning Professional Associations/Memberships:  AICPA – Technical Issues Committee,  Leadership Academy Alumni (2014), CPE Content Author, Frequent Speaker, NFP Conference Planning Committee NCACPA – Past President – Charlotte Chapter, Past Chair – A&A Committee, Frequent Speaker, Interim Review article contributor, Co-Chair – Charlotte Women’s Initiative, Professional Women’s Conference Planning Committee Co-Chair […]

Arthur Garcia, MBA Director, National Account – AmericasXerowww.xero.com Twitter: @arthurfgarcia LinkedIn: https://www.linkedin.com/in/arthurgarcialeader/ Career Highlights As an early employee at Xero US in Feb 2013 I have witnessed a lot of innovation in the accounting profession and although it has been challenging at times I have enjoyed every moment.  My initial role at Xero was to […]