Accounting

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August 17, 2017 

Benjamin “Bo” Garner, CPA, MBA – 2017 40 Under 40 Honoree

Benjamin “Bo” Garner, CPA, MBA Age: 31 Employer: PBMares, LLP Title: Assurance Manager/Co-leader Not-for-Profit Services City/State: Newport News, VA Website: www.pbmares.com Twitter: https://twitter.com/bo_garner Professional Associations/Memberships (please include any leadership roles): Virginia Peninsula Chamber of Commerce 2017 graduate of LEAD Peninsula, member Association of Fundraising Professionals, Hampton Roads Chapter finance committee North Suffolk Rotary Club sergeant...…

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August 17, 2017 

Kacee Johnson, MBA – 2017 20 Under 40 Honoree

Kacee Johnson, MBA Age: 37 Employer: Blue Ocean Principles             Title: Founder/CEO City/State: San Diego, CA Website: www.blueoceanprinciples.com Twitter: @KaceeBOP   A regular speaker on topics including business development, marketing, sales and cloud technologies at Accounting, Business, Legal and Technology conferences nationwide. Starting her career in the Accounting Technology community as the Executive Vice President and...…

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August 17, 2017 

Patrick Benjamin Lee, CPA, MSA – 2017 40 Under 40 Honoree

Patrick Benjamin Lee, CPA, MSA Age: 31 Employer: Southwestern College Title: Assistant Professor of Accounting City/State: Winfield, Kansas Website: www.patrickleecpa.com (personal); www.sckans.edu (employer) Twitter: @patrickleecpa Professional Associations/Memberships: Kansas Society of CPAs (Board of Directors and Learn Taskforce Champion) Some of my highlights include receiving the Charles H. and Verda R. Kopke Award for Distinguished Teaching, named to...…

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August 17, 2017 

Scott Hoppe, CPA, DBA – 2017 40 Under 40 Honoree

Scott Hoppe, CPA, DBA Age: 29Employer: Hoppe TaxTitle: OwnerCity/State: San Francisco, CAWebsite: hoppetax.com Listen to this podcast Professional Associations/Memberships:AICPA memberCalCPA member and Trustee on the board of the CalCPA Education Foundation Paragraph summarizing your Career highlights ​I was lucky to work at Blast Zone, a small business toy manufacturer and online retailer, while in high...…

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August 17, 2017 

Joshua Lance, CPA, CGMA – 2017 40 Under 40 Honoree

Joshua Lance, CPA, CGMA Age: 34Employer: Lance CPA GroupTitle: Managing DirectorChicago, Illinoislancecpa.com Listen to this podcast Professional Associations/Memberships (please include any leadership roles): Illinois CPA Society – Accounting Principles Group committee member; AICPA; Thriveal CPA Network Paragraph summarizing your Career highlights  Joshua D. Lance, CPA, CGMA is the Managing Director of Lance CPA Group, a...…

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August 17, 2017 

Caleb Jenkins, CQP – 2017 40 Under 40 Honoree

Caleb Jenkins, CQP Age: 23Employer: RLJ Financial Services, Inc.Title: Leader of Client Accounting ServicesCity/State: Ceres, CAWebsite: www.rljfinancial.com Listen to this podcast Professional Associations/Memberships (please include any leadership roles): TSheets PRO Council Woodard Advisory Council Co-Leader of San Francisco Bay Area Woodard Group Intuit ProConnect Customer Council 2017-2020   Caleb began his career at RLJ Financial...…

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August 17, 2017 

Aaron Berson, CPA, MSA – 2017 40 Under 40 Honoree

Aaron Berson, CPA, MSA Age: 30 Employer: EisnerAmper LLP Title: Cloud Accounting Ecosystem Curator City/State: NYC New York Website: www.eisneramper.com Twitter: @aaronberson / @eisneramper Professional Associations/Memberships (please include any leadership roles):AICPA, NYSSCPA/ NYSCPA – Committee for Technology and Entrepreanurship, Xero Ambassador for NYC, Adjunct Professor at NYU   When I think about my career and...…

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August 17, 2017 

Hector Garcia, CPA.CITP, CGMA – 2017 40 Under 40 Honoree

Hector Garcia, CPA.CITP, CGMA Age: 36Employer: QUICK BOOKKEEPINGTitle: CEOCity/State: MIAMI, FLWebsite: WWW.QBKACCOUNTING.COM Professional Associations/Memberships: AICPA, Advanced Certified ProAdvisor, Group Leader Woodard Group Miami Listen to this podcast Well known speaker and training in the QuickBooks ProAdvisor Community (voted Top 10 ProAdvisor in 2017 for Top Trainer).  Taught over 5000 Accountants to become ProAdvisors / get certified...…

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August 17, 2017 

CFOs Shape Corporate Culture

Beyond managing their company's finance function, many CFOs also feel accountable for a less tangible aspect of the business: its corporate culture. In a Robert Half Management Resources survey, 51 percent of CFOs said they play at least some role in ...

 New Integration Between Microsoft Office 365 and Xero HQ

August 17, 2017 

New Integration Between Microsoft Office 365 and Xero HQ

A new integration announced today between Microsoft Office 365 and Xero HQ will give accountants and bookkeepers access to client correspondence in one place, and is set to have an immediate impact on time spent tracking down important information ...

economy boom

August 16, 2017 

Financial Advisors Upbeat on Economy

Advisor concerns about managing volatility, generating income, growing wealth and reducing taxes fell over the past quarter, according to the latest Eaton Vance Advisor Top-of-Mind Index (ATOMIX) survey, a quarterly survey of more than 1,000 financial ...

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August 16, 2017 

Tech Leaders to Offer Insight at 2017 Digital CPA Conference

This year’s conference will be in San Francisco, one of the world’s most vibrant technology hubs. The Dec. 4-6 event, held in collaboration with CalCPA at the San Francisco Marriott Marquis, will include tracks for leadership development and practice ...