Accounting

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...…

December 22, 2020  Sponsored

The need is now for insurance has launched an affordable, customizable and easy-to-use alternative. A small business can get a quote online and be insured in minutes, starting from within QuickBooks. If a small business owner needs help choosing a policy, QuickBooks Insurance has an online recommendation tool 401(k) powered by Guideline You can help...…

December 22, 2020 

Jared Van Arsdale, CPA, MBA – 2020 40 Under 40 Honoree Shareholder, Ullmann & Company, PChttps://www.ullmanncpa.com Career Highlights: Thankfully, my career has been filled with individuals who furthered me with their challenge and care. I would be remiss to discount the immense value they have had on my life. Early, I realized that corporate accounting...…

December 22, 2020 

Steven Bong – 2020 20 Under 40 Honoree CEO and Co-founder, AuditFilehttps://auditfile.com Steven Bong started AuditFile a decade ago with his brother, Kevin Bong (also a 20 Under 40 Honoree in 2020), while both were still in college. Today, AuditFile has thousands of customers all over the world!  Favorite book: Skin in the Game by...…