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December 21, 2020 

Kevin Bong – 2020 20 Under 40 Honoree

Kevin Bong – 2020 20 Under 40 Honoree Co-founder, AuditFile https://auditfile.com Kevin is a co-founder of AuditFile, where he works closely with Steven Bong to execute the Company’s vision for designing a simple-to-use, sophisticated cloud-based audit automation solution that empowers firms to prepare for the future of auditing. Kevin draws on his dual degree in...…

Aaron Claton CPA

December 21, 2020 

Aaron Clayton, CPA, CGMA, CHFP, HFMA – 2020 40 Under 40 Honoree

Aaron Clayton, CPA, CGMA, CHFP, HFMA – 2020 40 Under 40 Honoree Partner, Eide Bailly Career highlights: I’ve been fortunate to have been trusted within Eide Bailly and the CPA profession with leadership opportunities. I was promoted to Partner at Eide Bailly in May 2015 and have since been promoted to the Audit Department Head...…

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December 21, 2020 

Potential Workplace Changes Under a Biden Administration

The most significant proposed legislation is the Protecting the Right to Organize (PRO) Act. It was passed by the House of Representatives on February 6, 2020 but has stalled in the Republican-controlled Senate. One pro-union publication described the ...

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December 7, 2020 

2020: The Year that Wasn’t

How many plans did you have in place for 2020 that never got addressed? For me, a year ago, I was about to cross the bridge into a new decade, and so my plans were more grandiose than in normal years.

Gail Perry

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December 21, 2020 

QuickBooks Connect Innovations Roundup: We go Further Together

Intuit hosted its first virtual QuickBooks® Connect on Nov. 18, where the theme was “We go further together.” Thousands attended to take advantage of the many opportunities to grow, learn, and share. To help grow your practice and serve as a true advisory partner to your clients, here are the highlights of the product innovations...…

Julie James CPA

December 21, 2020 

Julie R. James, CPA – 2020 40 Under 40 Honoree

Julie R. James, CPA – 2020 40 Under 40 Honoree Examination Review Board Audit ManagerNational Association of State Boards of Accountancy (NASBA)https://nasba.org http://linkedin.com/in/juliejamescpa Career highlights: Licensed as a Certified Public Accountant (CPA) in Tennessee (and a reciprocal license in Georgia) United Way Atlanta Volunteer Involvement Program (VIP) Fellow (Summer 2017 Class) Appointed to TSCPA’s ACE...…

Kari Hipsak CPA AICPA

December 21, 2020 

Kari Hipsak, CPA, CGMA – 2020 40 Under 40 Honoree

Kari Hipsak, CPA, CGMA – 2020 40 Under 40 Honoree Senior Manager – Firm Services Association of International Certified Professional Accountantshttps://aicpa.org Career highlights: The ability to integrate topics which are personally meaningful has been a huge career highlight. Amid the conversations about technology taking over the profession, I’ve been able to discuss the importance of...…

Jose Zavala ZTX

December 21, 2020 

Jose Zavala – 2020 40 Under 40 Honoree

Jose Zavala – 2020 40 Under 40 Honoree CEO/Founder – ZTX Advisorshttps://ztxadvisors.com President of the LatinX Training Centers. Director of US for Contabi Alliance, Xero Ambassador, 2021 NAHREP Houston Treasurer. Career highlights: June 2017 started my own firm.  Became a Local Xero Ambassador, achieved gold partner status with Xero, launched an accounting podcast, helped launch...…

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December 21, 2020 

Liliana Dávalos, AFSP, CAA, BS – 2020 40 Under 40 Honoree

Liliana Dávalos, AFSP, CAA, BS – 2020 40 Under 40 Honoree Franchise Owner, Campos Enterprises Income Tax Servicehttps://campostaxservice.com Career highlights: Liliana started her career in taxation in 2002. She specializes in taxation for individuals and small businesses, specially to non-English speakers and newcomers to the country. Liliana partners with local governmental liaison     departments, local...…