PCAOB May 29, 2026
PCAOB Establishes Inspections Modernization Council
The Public Company Accounting Oversight Board is forming a new advisory panel as the regulator looks to modernize how it inspects the work of public company audit firms.
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...…
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...…
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...…
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...…
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...…
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...…
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...…
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 ...
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 ...
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 ...
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 ...
August 15, 2017
Withum Sees Success in Advising IPO Clients
According to Audit Analytics, there were a total of 64 IPOs in U.S. markets between April 1st and June 30th, of which 27 were non-Big Four clients. Thus far in 2017, the overall amount raised has surpassed all of 2016 by $3 billion and the total ...