
Caleb Jenkins, EA, CQP – 2024 “40 Under 40” Honoree
Leader of CAS: RLJ Financial Services, Inc.
Founder: Jenkins Consulting
Recent Career Highlights
- Received the ProAdvisor of the Year award in 2024 (youngest recipient of the award).
- Passed the SIE, Series 7, and Series 66 exams *
- Joined the Board of Trustees for a startup college in Boston, MA called Sattler College. Elected as Treasurer of the College.
- Joined an Advisory Board for a Poverty Awareness Center in development near Dayton, OH called Seedtime Acres.
- Traveled to Bangladesh to provide teaching on various business topics for the SALT program (see below).
- Received the Top 100 QuickBooks ProAdvisor award in 2024 (9th consecutive year).
Professional Memberships
- Avalara Accounting Meta Influencers – Member
- Rightworks Modern Masters Group – Member
- SmartVault Customer Advisory Council – Member
- Woodard Membership – Member
- Rightworks Academy – Member
- Intuit Trainer/Writer Network – Past Member
- Intuit Tax Council – Past Member
- ADP Accountant Advisory Board – Past Member
What are you doing to make a difference in the profession, your community, the world?
In 2013, my world changed when I started volunteering for SALT a division of Christian Aid Ministries (CAM) – more about this here, here, and here. Working with SALT has impacted the way I think about working with others and the way that change is accomplished in my interactions with others. This opened up so many great opportunities to share what I had learned with other accounting professionals through Twitter & LinkedIn engagement, teaching at conferences, hosting webinars, writing articles for accounting news sites, and being a guest on many great podcasts. I currently serve on various councils and advisory boards and I’m consulting some pretty cool app companies who are making a difference for small businesses.
Current Professional Reading / Listening
Podcasts – I spend a lot of time listening to podcasts especially when driving or walking each day…
- On The Books w/ Ted Callahan and Jessica McCracken
- Consultants & Money w/ Erica Goode, CPA
- Who’s Really the BOSS? w/ Rachel Dillon and Marcus Dillon
- Beyond Insights w/ Laurika Steenekamp
Books currently reading:
- Ken Blanchard – One Minute Manager
- Ken Blanchard – Lead Like Jesus
- Larry Collins – Freedom at Midnight
- Jocko Willink – Extreme Ownership
- Patrick Lencioni – The Four Obsessions of an Extraordinary Executive
See all of the 2024 “40 Under 40” and “20 Under 40” honorees.
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*Securities offered through Avantax Investment Services, Inc., member FINRA/SIPC. Investment advisory services offered through Avantax Advisory Services, Inc., Insurance services provided by Avantax Insurance Agency Inc. CA Insurance Lic# 0C32143 and Avantax Insurance Services Inc. CA Insurance Lic# OB42956. Avantax is under separate ownership from any other named entity.
Please visit http://www.avantax.com/social_policy/ for more information.
www.finra.org, www.sipc.org
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