Latest Articles

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October 20, 2021 

AICPA Honors Bel Needles with Gold Medal of Distinction

The Gold Medal is the highest honor granted by the AICPA. Since 1944, it has been bestowed upon CPAs whose influence on the accounting profession has been especially notable. Jack Finning, CPA, CGMA, and chair of the AICPA Awards Committee, presented ...

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October 20, 2021 

How Accountants Can Be True Business Advisors

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

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October 20, 2021 

Danielle Supkis Cheek, CPA, CFE, CVA – 2021 40 Under 40 Honoree

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,...…

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October 20, 2021 

Cassidy Jakovickas, CPA – 2021 40 Under 40 Honoree

Cassidy Jakovickas, CPA.CITP, CGMA – 2021 40 Under 40 Honoree President & CEOMBS Accountancy Corporation https://mbsaccountancy.com/ Career highlights:  CSU, Fresno Summa Cum Laude and Outstanding Accounting Graduate and current mentor to college accounting students Co-founder of MBS Accountancy Corporation Fresno Leading Young Professionals Small Business of the Year Award Top 10 on Fresno’s Fastest Growing...…

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October 20, 2021 

Steven Bong – 2021 20 Under 40 Top Influencer

Steven Bong – 2021 20 Under 40 Top Influencer CEO AuditFile www.auditfile.com Career highlights:  I started AuditFile with my brother while I was in college. Today we have thousands of customers all over the world! Favorite books/websites/podcasts/speakers/bloggers that you find influential cpapracticeadvisor.com currently reading The Clash of Cultures by John C. Bogle See all of...…

Sergio Avalos

October 20, 2021 

Sergio Avalos – 2021 20 Under 40 Top Influencer

Sergio Avalos – 2021 20 Under 40 Top Influencer Manager Indirect Tax Technology PwC UK www.pwc.co.uk Career highlights:  Sergio was recently awarded the 2021 Alteryx Excellence Award for this development in analytic process automation in tax engines. He uses Alteryx to perform massive testing of the engine’s configuration by fully automating the creation of thousands...…

Romero

October 20, 2021 

Alexandria A. Romero, CPA, MPAcc – 2021 40 Under 40 Honoree

Alexandria A. Romero, CPA, MPAcc – 2021 40 Under 40 Honoree Director of Finance Pueblo City-County Library District www.pueblolibrary.org Career highlights:  Passing the CPA exam after a 10 year break from testing Receiving my Master’s in Professional Accounting in order to be eligible for the CPA license after my break Working in nonprofit, governmental, and...…

Dillon

October 20, 2021 

Marcus Dillon, CPA, PFS, CGMA – 2021 40 Under 40 Honoree

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...…

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October 20, 2021 

Michael Eckstein, EA – 2021 40 Under 40 Honoree

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...…

Barton

October 20, 2021 

Michael Barton, CPA – 2021 40 Under 40 Honoree

Michael Barton, CPA – 2021 40 Under 40 Honoree Partner, Director of Assurance ServicesPetrow Kane Leemhuis, PC www.petrowkane.com Career highlights:  In December 2016, at the age of just 25, Michael was appointed by the Governor of Indiana to serve on the Indiana Board of Accountancy. In July of 2019, Michael was voted by his fellow...…

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October 20, 2021 

Jackeline Velez, MBA – 2021 20 Under 40 Top Influencer

Jackeline Velez, MBA – 2021 20 Under 40 Top Influencer Director, U.S. HispanicXero https://xero.com Career highlights:  She is a frequent speaker at industry events including Xero Roadshow, Latino Tax Fest and the Houston CPA Society. She has been featured in podcasts like What’s your And?, Business Talk Library and Her Dinero Matters. In 2019, Jackeline...…