Accounting

August 17, 2017 

Marc Mehlman, MBA Age: 40 Employer: Thomson Reuters Title: Head of ONESOURCE Direct Tax and Global Compliance and Reporting City/State: Hoboken, NJ Website: https://tax.thomsonreuters.com/products/brands/onesource/ Twitter: https://twitter.com/youronesource   I started my career on Wall Street at Sanford C. Bernstein working as a portfolio manager before earning my MBA at the NYU Stern School of Business.  Post...…

August 17, 2017 

Lindsay Stevenson, CPA, CGMA Age: 35Employer: 1st Financial Bank USATitle: Vice President – Finance & TaxCity/State: Dakota Dunes, South Dakota Listen to this podcastProfessional Associations/Memberships: (1) AICPA – (a) general council (member-at-large) 2018-2021; (b) YMLC (Young Members Leadership Committee) Vice Chair; (c) WIEC (Women’s Initiatives Executive Committee) member; (d) DIEP (Depository Institutions Expert Panel) member....…

August 17, 2017 

Nick Pasquarosa, MST Age: 25Masters in TaxationEmployer: Bookkeeper360Title: Founder & Chief Executive OfficerLong Island, New Yorkwww.bookkeeper360.com Listen to this podcast   Professional Associations/Memberships: Xero Partner Advisory Council, Young Entrepreneur Council, Forbes Technology Council, Board Member of FLIP Society a 501(c)(3) Organization As founder and CEO of Bookkeeper360, Bookkeeper360 has grown to be recognized as the...…

August 17, 2017 

Ashley Britton, CPA Age: 35 Employer: AICPA Title: Lead Manager, Not-for-Profit Content Development — Public Accounting City/State: Durham, NC Website: www.aicpa.org Twitter: @albbritton81 Professional Associations/Memberships: I am a member of the AICPA and the North Carolina Association of Certified Public Accountants.  I have served as a member of the Accounting and Auditing committee and Not-for-Profit...…

August 17, 2017 

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...…

August 17, 2017 

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 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 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 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 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 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 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...…