Latest Articles

October 20, 2021 

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...…

October 20, 2021 

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...…

October 20, 2021 

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...…

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 

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...…

October 20, 2021 

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...…

October 20, 2021 

Kathryn K. Horton, CPA, CMA, CIDA, CFE – 2021 40 Under 40 Honoree President Kathryn K. Horton CPA PA www.khortoncpa.com Career highlights:  Received the 2017 North America CaseWare IDEA User of Excellence Award 2021 AICPA Leadership Academy Awarded the 2020 FICPA Emerging Leader Woman to Watch 2020 Florida TaxWatch Citizenship Institute Graduate 2020 and 2019...…

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 

Kevin Bong – 2021 20 Under 40 Top Influencer Co-founderAuditFile www.auditfile.com Career highlights:  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...…

October 20, 2021 

Nicholas Judd, CPA, MBA – 2021 20 Under 40 Top Influencer Co-founder, CEO Leftbrain www.useleftbrain.com Career highlights:  Co-Founder, Leftbrain, the only accounting firm in the entertainment industry that develops technology to empower entertainers and their teams to make informed decisions 2021 Billboard Top Business Managers List, honoring the top business managers in the entertainment industry...…

October 20, 2021 

Daniel Werner, Ph.D, CPA – 2021 40 Under 40 Honoree Senior ConsultantNERA Economic Consulting https://www.nera.com/experts/dr–daniel-werner.html Career highlights:  I am a Senior Consultant in the San Francisco office of NERA Economic Consulting, Inc., where I provide economic, financial, accounting, and statistical analyses to clients on a variety of issues. My assignments typically involve the analysis of...…