Advisory
Latest News
Here’s What’s On the Updated PCAOB Standard-Setting, Rulemaking Agendas
Changing Up Your Ads Strategy as Google’s Control on Search Slips
End-of-Year Accounts Receivable Checklist: Ensuring Financial Stability for Your Clients into the New Year
Using Work-Life Harmony to Thrive in the AI Era
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 […]
Lincoln Fleming, CPA, CFP® – 2019 20 Under 40 Honoree
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 – 2019 40 Under 40 Honoree
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 […]