Accounting

December 28, 2020 

Stimulus payments are just part of it. Also: more unemployment, PPP, EIDL loans, Employee Retention Credit, EIC, CTC, eviction moratorium, and more.

December 28, 2020 

Contrary to what many might expect, the pandemic has done little to damper optimism about growth at most companies. From right before the pandemic hit to today, accountants, bookkeepers, and companies in general continue to have a positive outlook for ...

Jeannie Ruesch

December 27, 2020 

Jessica E. McClain, CPA, CISA, PMP, CGFM – 2020 40 Under 40 Honoree Controller, Brand USAhttps://www.thebrandusa.com/ Career highlights: Spent 11 years in public accounting Currently Controller of NFP association Guest of ‘Where Accountants Go” podcast Guest on CPA Diversity Talk Series Panelist at the MACPA 2020 CPA Innovation Summit in December 2020 Panelist at the...…

December 24, 2020 

James Sean McGettigan, CPA/PFS, CGMA, CFP®, MST – 2020 40 Under 40 Honoree Senior Manager of Financial Planning Stoker Ostler Wealth Advisors, Inc., A part of the BMO Financial Group https://stokerostler.com Career highlights: James has a passion for serving clients, working in collaborative team environments and supporting next generation initiatives. James has extensive experience with...…

December 23, 2020 

Sarah Bradley, CPA – 2020 40 Under 40 Honoree Partner, Edwards Bradley PC Career highlights: With immense gratitude toward the smartest and kindest CPAs I met in the decade I spent with the AICPA’s Personal Financial Planning Section, I joined in partnership with Dirk Edwards to form our new practice Edwards Bradley PC in February...…

December 23, 2020 

Dave Mundy – 2020 20 Under 40 Honoree President and Founder, AuditDashboard.com Career highlights: After working in public practice at PwC and leading finance teams for a private equity asset manager, Dave Mundy founded AuditDashboard – to help make the lives of accounting professionals easier. His vision? To develop and deliver a more connected, secure,...…

December 23, 2020 

Michael Jamison, CPA, CGMA – 2020 40 Under 40 Honoree President, OnTarget CPAhttps://ontargetcpa.com Career highlights: Founded and became President of OnTarget CPA in late 2015 Experience includes many areas of taxation including international tax matters, multi-state taxation, passive activity, tax credits and high net-worth individuals Firm awarded a co-sponsorship with the AICPA for the 2021...…

December 23, 2020 

Erin Roche, CPA, CGMA – 2020 40 Under 40 Honoree Team Leader, Elliott CPA Group, Inc., www.elliottcpa.com Career highlights: I have over 15 years of experience working for local CPA firms in Northern California. I have also served as an outsourced and in house controller for local businesses.  My career has been focused on helping...…

December 22, 2020 

Jeff Wilson II, CPA/PFS, CGMA, CFE, CDFA – 2020 40 Under 40 Honoree Principal, The W2 Grouphttps://wiicpas.com Career highlights: While attending Bowie State University (2006), becoming as Project Manager for one of the University’s flagship program and being the first student to be apart of the Executive Administration.  In February 2007, I was featured in...…

December 22, 2020 

Plastiq’s cash payments feature allows users to make any payment through their linked bank accounts, connecting their financial accounts instantly and securely. Now, customers can start making payments immediately, eliminating the hassle of ...

December 22, 2020 

The American Institute of CPAs (AICPA) has issued a new white paper to help auditors providing SOC for Service Organization (SOC) reports on organizations that have incorporated blockchain into their service delivery systems.

December 22, 2020 

Shalin (Shawn) Parikh, CA – 2020 20 Under 40 Honoree Founder and ChairmanEntigrity Solutions LLC https://Entigrity.com Career highlights: Shawn Parikh is the Chairman and Founder of Entigrity Solutions LLC. With over 15+ years of experience he spearheaded the company operations, forging the foundations of Entigrity that works closely and exclusively with the accounting community. Shawn understood...…