Advisory

October 20, 2021 

This made the accounting department cut off from other teams in a firm, especially since they often come swooping in during tax season. However, the emergence of cloud-based technology transformed accounting altogether as it brought on accounting ...

Shahram Zarshenas

October 20, 2021 

Danielle Supkis Cheek, CPA, CFE, CVA – 2021 40 Under 40 Honoree VP Strategy & Industry Relations Mindbridgehttps://www.mindbridge.ai Career highlights:  2016, 2017, 2018, 2019 “Most Powerful Women in Accounting” List, CPA Practice Advisor 2014, 2015, 2016, 2017, 2018, 2019, 2020 “40 under 40,” CPA Practice Advisor 2019, Women Who Mean Business, Houston Business Journal 2019,...…

October 20, 2021 

Marcus Dillon, CPA, PFS, CGMA – 2021 40 Under 40 Honoree President, Founder Dillon CPAs, PLLC DillonCPAs.com Career highlights:  Big 4 Alumni (EY) Started Dillon CPAs at age 28 with first business acquisition  Integrated three separate business acquisitions in first five years  Divested four separate client block/business sales in first ten years  Curate 16-person firm...…

October 20, 2021 

Michael Eckstein, EA – 2021 40 Under 40 Honoree Owner Eckstein Advisory & Eckstein Tax Services https://ecksteinadvisory.com/ Career highlights:  Building my practice- Like many other small firm owners, I started my practice as a side hustle. It was just an experiment to see what would happen. Now, I’ve grown to be one of the top-rated...…

October 20, 2021 

Matthew Martin, CPA – 2021 40 Under 40 Honoree Director, Cannabis Advisory Services Citrin Cooperman https://www.citrincooperman.com/professionals/matthew-martin Career highlights:  I have over fifteen years of professional tax and accounting experience, including tax planning and compliance, financial management, and technology. Over the past six years, I focused on clients in the cannabis industry, assisting them with navigating...…

October 20, 2021 

Al-Nesha Jones-Holiday, CPA, MBA – 2021 40 Under 40 Honoree Founder + CPA ASE Group www.ASEgroupoffices.com Career highlights:  I started my career at the prestigious Big 4 Accounting Firm, EY, as an audit professional. During my time at EY, I worked on the audits of Fortune 100 companies and was granted the opportunity to participate...…

October 19, 2021 

October 19, 2021 

MM&Co. brings Withum additional expertise in accounting and audit services, tax and estate planning, management advisory services and mergers and acquisitions consulting, among others.

October 19, 2021 

Dr. Sean Stein Smith, Ph.D, CPA, CMA, CFE, CGMA – 2021 40 Under 40 Honoree Assistant ProfessorCity University of New York (Lehman College)https://www.lehman.cuny.edu/ Career highlights:  Sean is a professor at the City University of New York – Lehman College. He serves on the Advisory Board of the Wall Street Blockchain Alliance, where he chairs the...…

October 19, 2021 

Caleb L. Jenkins, EA, CQP – 2021 40 Under 40 Honoree Leader of Client Accounting ServicesRLJ Financial Services, Inc.www.rljfinancial.com  Career Highlights: 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....…

October 18, 2021 

Avalara has acquired CrowdReason Limited Liability Company, a developer of SaaS-based property tax compliance applications, as well as a related property valuation and advisory services business to help solve property tax compliance challenges.

October 18, 2021 

Ecommerce was already driving changes for businesses before the Wayfair ruling, with many having customers across the U.S., but with little or no requirements to comply with other states’ sales tax obligations. The pandemic greatly increased the role ...