Accounting

September 24, 2019 

Sarah Johnson Dobek President & FounderInovautus Consulting Boulder, COwww.inovautus.com  Career Highlights: Sarah Dobek is the Founder and President of Inovautus Consulting, a niche consulting practice focused on accounting firm growth, implementation and training. She is also the President of CPAsNET, an association of independent accounting firms. Through both of her roles, she is helping propel...…

September 23, 2019 

While home values have recovered since the Great Recession and, in many cases, surpassed their pre-recession peaks, single-family home construction activity has continued to languish. The rate of new housing starts will likely remain below historic ...

September 23, 2019 

Baby boomers, according to Forbes, are about to pass an estimated $30 trillion in assets down to millennials within the next few years. This generational transfer of wealth gives millennials many options on investing ...

September 23, 2019 

Caleb L. Jenkins, EA, CQP Leader of Client Accounting Services RLJ Financial Services, Inc.Ceres, CA www.rljfinancial.com  Career Highlights: Officially started my career working for my dad’s accounting firm RLJ Financial Services, Inc. in January 2009. Became a Certified QuickBooks ProAdvisor in 2010 at age 16. Joined the TSheets PRO Council in February 2016. Joined the...…

September 23, 2019 

Kara E. Peterson, CPA U.S. GAAP Technical Accounting Senior Editor Thomson Reuters www.ThomsonReuters.com Career Highlights: I started my career at a Big Four public accounting firm, specializing in audits of insurance companies. At Thomson Reuters, I write and edit content on complex accounting subjects such as revenue recognition, financial instruments, consolidation, compensation, and credit losses. ...…

September 23, 2019 

Sean Saari, CPA/ABV, CVA, MBA Partner, Skoda MinottiMayfield Village, OH https://skodaminotti.com/ Starting out as a promising young intern, Sean soared in a short eleven-year span, moving through the ranks to become the youngest partner in Skoda Minotti’s history. Today he manages the firm’s Valuation and Litigation Services Group, which has grown over 300% under his...…

September 23, 2019 

Calvin F. Leong Product Innovation ManagerThomson ReutersAnn Arbor, MIhttps://tax.thomsonreuters.com/en Career highlights: Creator and developer of the FirmFlow API utility which is a program that retrieves data through the FirmFlow API and stores it into a local SQL database. As a result, you can run specific queries and connect the SQL database to different business analytic...…

September 23, 2019 

Hector Garcia, CPA.CITP, CGMA Principal, Quick Bookkeeping & Accounting, LLCMiami, FLwww.qbkaccounting.com Hector Garcia is the creator of multiple webinar series for accountants to learn all sort of practical skills such as QuickBooks, Excel, Marketing/Branding, Pricing, and Practice Management. He is also an active YouTuber and Podcaster. Favorite books/websites/speakers that you find influential Zero to One...…

September 23, 2019 

Sean Ryan Co-Founder, Chief Technology Officer, NODE40Albany, NYhttps://www.node40.com/ Prior to his entrance into the blockchain industry, Sean was a noted academic – with degrees in Computer Science as well as Information Science. He served as a lecturer whilst working in a myriad of engineering roles for the New York State government. Following 9/11, he was...…

September 23, 2019 

Bob Wang, CPA, CA Senior AdvisorDeloitte LLPVancouver, BC, Canadahttps://www2.deloitte.com/ca/en/pages/deloitte-private/articles/ctrl-by-deloitte.html Career Highlights: Founded a high growth CPA firm specialized in cloud accounting. In three years, Legacy advantage scaled to 30 people and was acquired by Deloitte As a member of Intuit’s Trainer Writer network, I contributed articles and spoke at various events, helping peers overcome their...…

September 23, 2019 

Tate Henshaw Data Maestro, Polay+ClarkAtlanta, GAhttps://www.polayclark.com/ Career Highlights: Over the last 11 years, Tate has been helping Grammy Winners, NBA All-Stars, and Emmy Winning Television hosts navigate their financial futures at Polay+Clark.  Over the last 2+ years, he has extended that into helping other accountants, bookkeepers, and advisors with their businesses based off of my experiences...…

September 23, 2019 

Jessie C. Wright, CPA, CVA, CGMA Manager at SSB CPACanfield, OHhttp://www.ssb-cpa.com/ Lecturer at Youngstown State Universityhttps://ysu.edu/ Career Highlights: Passing the CPA and CVA Exams Having the opportunity to be a part of the Schroedel, Scullin & Bestic, LLC family – It’s the BEST public accounting firm and I am honored to be a manager and...…