Accounting

August 27, 2018 

Rod Dooley, CPA, PFS, CFF Partner,Dooley and Company, LLCLexington, SCwww.dooleyandcompany.com Professional Associations/Memberships: AICPA National Accreditation Committee, AICPA Student Recruitment Committee, AICPA (member), SCACPA (member). Career Highlights: After graduating from the University of South Carolina in 2006, I came to work for my father in our small CPA practice with offices in Lexington and Columbia, SC. ...…

August 27, 2018 

Steven Bong CEO, AuditFileWalnut Creek, CAwww.auditfile.com Twitter: @auditfile_team Career Highlights: In 2011, my brother and I decided to start a company in our parents’ dining room while we were both still in the college.  That small startup idea became AuditFile, the first and only commercially available, cloud-based auditing solution for CPAs and internal auditors.  Our...…

August 27, 2018 

Jordan Kleinsmith, PMC-IV Pragmatic Marketing Certified for Product Management Director of Innovation,Thomson ReutersAnn Arbor, MIhttp://tax.tr.com Social Media: Twitter: @JK_at_TR LinkedIn: www.linkedin.com/in/jordankleinsmith Career Highlights: Grew Thomson Reuters’ hugely successful UltraTax CS and GoSystem Tax RS product lines during six years as Product Manager of Tax Helped establish many of the best practices which govern Product Management methods...…

August 27, 2018 

Tim Jipping, CPA, CGMA Sr. Manager, Plante MoranChicago, ILwww.PlanteMoran.com The Journey View Podcastwww.buzzsprout.com/191092 Social Media: Twitter: @timjipping Linkedin: timjipping Instagram: timjipping Professional Associations/Memberships: AICPA, ICPAS – have served in a few different roles over the year, no current positions. Career Highlights: I have over 12 years in the accounting profession, most of which has been...…

August 27, 2018 

Sarah Bradley, CPA Senior Manager, Personal Financial PlanningAICPADurham, NCwww.aicpa.org/pfp Twitter: @SBradleyCPA Professional Associations/Memberships: AICPA North Carolina Association of Certified Public Accountants American Accounting Association American Taxation Association Career Highlights: With inspiration from and through collaborative efforts with my team, volunteers, valued members, and peers, I am grateful to participate in positively impacting the profession in...…

August 27, 2018 

Roslyn Haynie Banks, EA, MAcc, BBA Founder & CEOAdelaide Rose, LLCKilleen, TXwww.HaynieBanks.com Social Media: Facebook: https://www.facebook.com/roslyn.banks.986 Instagram: @adelaide.rose11 https://www.instagram.com/adelaide.rose11/ LinkedIn: https://www.linkedin.com/in/roslynbanksea Professional Associations/Memberships: Target 3 Chairman “Building Your Economic Legacy” for the Mu Theta Omega Chapter of Alpha Kappa Alpha Sorority, Inc. (AKA) Capital of Texas Enrolled Agents (CTEA) National Association of Enrolled Agents (NAEA)...…

August 27, 2018 

Kevin Bong Co-Founder and COOAuditFile, Inc.San Francisco, CAwww.auditfile.com Twitter: @auditfile_team 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 degree...…

August 27, 2018 

Megan D. Lewczyk, CPA, MAcc COOYaeger CPA ReviewKailua, Hawaiiwww.yaegercpareview.com LinkedIn: https://www.linkedin.com/in/mlewczyk/ Twitter: @MeganLewczyk   Career Highlights: I decided to venture off the traditional public accounting path early in my career to pursue my passion for creating the next generation of CPAs. I was appointed in May 2017 to Chief Operating Officer at Yaeger CPA Review after...…

August 27, 2018 

Christine Boeckel, J.D., LL.M. Editorial Director, State TaxBloomberg TaxArlington, VAwww.bna.com/tax/ Social Media: Company LinkedIn: https://www.linkedin.com/company/bloomberg-tax/ Company Twitter: https://twitter.com/BloombergTax Personal LinkedIn: https://www.linkedin.com/in/christine-boeckel-4456853/ Personal Twitter: https://twitter.com/Boeckel_Tax Career Highlights: I began working as a State Tax Law Editor at Bloomberg BNA in 2011, where I focused on updating Bloomberg BNA’s State Tax Portfolios and Navigators. As an editor...…

August 27, 2018 

Amber Y. McGhinnis, CPA Senior ManagerMartin Starnes & Associates, CPAs, P.A.Hickory, NCwww.martinstarnes.com LinkedIn – https://www.linkedin.com/in/amber-mcghinnis-cpa-a1181231/ Professional Associations/Memberships: Member, American Institute of Certified Public Accountant Member, North Carolina Association of Certified Public Accountants (past president of the Catawba Valley local chapter) Board Member, Catawba County Chamber of Commerce Leadership Catawba Advisory Board Career Highlights: Began my...…

August 27, 2018 

Tony T. Chan, CFP®, EA PrincipalCrossroads Planning, LLCOrange, CAwww.crossroads-planning.com Twitter: @Tinchan85Linkedin.com: https://www.linkedin.com/in/tony-t-chan-cfp®-ea-24396319 Professional Associations/Memberships: XY Planning Network The National association of Personal Financial Advisors Financial Planning Associations (Past OC Nexgen Chairman) Enrolled Agent Society Career Highlights Retired as a Captain (accounting officer) from the US Army Reserve. Launched Crossroads Planning LLC to use technology to...…

August 27, 2018 

Melisa Galasso, CPA, CGMA OwnerGalasso Learning SolutionsCharlotte, NCwww.galassolearningsolutions.com Twitter: @hoffmamf @galassolearning Professional Associations/Memberships:  AICPA – Technical Issues Committee,  Leadership Academy Alumni (2014), CPE Content Author, Frequent Speaker, NFP Conference Planning Committee NCACPA – Past President – Charlotte Chapter, Past Chair – A&A Committee, Frequent Speaker, Interim Review article contributor, Co-Chair – Charlotte Women’s Initiative, Professional Women’s Conference Planning Committee Co-Chair...…