Latest Articles

September 23, 2019 

Daniel Figueredo, CPA, CGMA PartnerBPM LLPSan Francisco, CAwww.bpmcpa.com Career Highlights: BPM Management Committee Partner in Charge of BPM Industry Groups Nonprofit Industry Group Leader FinTech Leader 1st homegrown partner at BPM What are you doing to make a difference in the profession, your community, the world? My work with nonprofit organizations extends well beyond his...…

September 23, 2019 

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...…

September 23, 2019 

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...…

September 23, 2019 

Jessica Sayles, CPA, MSA Managing PrincipalHouldsworth, Russo & Company, P.C.Las Vegas, NVwww.trustHRC.com Career Highlights: Made principal at 29, equity principal at 30, and managing principal at 33 Made managing principal 2 months after birth of first child Manage a practice of 21 all-female CPA firm with 11 CPAs and 4 CPA candidates University of Nevada,...…

September 23, 2019 

Kelly Ward, CPA, CGMA, MBA Principal Robinson & Ward, PC Fairbanks, AK www.rwcpaak.com Career Highlights: June 2019: Elected Chair of PCPS Small Firm Owner Networking Group 2019 AICPA Engage Speaker 2016, 2017, 2018: Accounting Profession Top 40 Under 40; CPA Practice Advisor 2018-2019: AK Society of CPAs Board Chair 2017 and 2015 AICPA E.D.G.E Conference...…

September 23, 2019 

Bob Ladue Business Development & Strategic PartnershipsExpensifySan Francisco, CAwww.expensify.com Career Highlights: My career at Expensify has allowed me to be part of some really great projects that have had a positive impact on the accounting community from creating Xero’s first global Strategic Partnership to planning and executing our second ExpensiCon held in Bora Bora May...…

September 23, 2019 

Patrick Lee, CPA, MSA LecturerUniversity of Texas at San Antonio College of Businesswww.utsa.edu Career Highlights: Charles H. and Verda R. Kopke Distinguished Teaching Award Over 4,300 subscribers on YouTube watching a combined 1.5 Million Minutes viewed (605,000 Minutes in the Last Year) Former member of the Kansas Society of CPAs Board of Directors Digital media...…

September 23, 2019 

Aaron Berson, CPA, MSA CEOFringe Accounting Co.New York City fringeaccounting.com Career Highlights: I always find I have some difficulty with this question, I never want to sound boasting or pompous as I believe with all my being that we need to stay humble and help each other as equals. However, this past year I have...…

September 23, 2019 

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...…

September 2, 2019 

Jackie Meyer, CPA, CTP, CTC, MSA CEO/Founder,Meyer Tax Consulting, LLCThe Concierge CPASouthlake, TXwww.theconciergecpa.com, www.meyertax.com Career Highlights: I founded Meyer Tax, a concierge and tax strategy focused CPA firm, 9 years ago at age 27, after working at Deloitte Tax. Our team of 8, whom all work remote from Hawaii to TX, fully converted under my...…

September 23, 2019 

Joshua Lance, CPA, CGMA Managing DirectorLance CPA GroupChicago, ILwww.lancecpa.com Career Highlights: Joshua D. Lance, CPA, CGMA is the Managing Director of Lance CPA Group, a CPA firm he started from the ground up four years ago based in Chicago, Illinois.  Josh is responsible for the overall operations of the firm and management of the team...…

September 23, 2019 

Scott Hoppe, CPA, DBA, MST Owner & Chief Innovator Why BluSan Francisco, CAhttps://www.whyblu.com Career Highlights: Things felt traditional for me in the beginning of my career, it was accounting undergrad then a Masters in Tax, before starting work at PwC. Then I left PwC, got a Doctorate, and finally started Why Blu to build the...…