Advisory December 8, 2025
Building the Next Generation of Global Delivery
The next era of global delivery will be defined by firms that invest in capability, embrace technology‑enabled operating models, and cultivate strategic partnerships.
September 23, 2019
Robert Westley, CPA, PFS, CFP® – 2019 40 Under 40 Honoree
Robert Westley, CPA, PFS, CFP® Vice President & Wealth Advisor, Northern TrustNew York, NY www.northerntrust.com Career highlights I began my career in Public Accounting, most recently as a Senior Tax Consultant in Deloitte’s New York City Private Wealth practice. At Deloitte, I advised high-net-worth multi-generational families on their gift and estate planning, income tax planning,...…
September 23, 2019
Eric R. Greene, MBA, CPA, CMA, CIA, CFE – 2019 40 Under 40 Honoree
Eric R. Greene, MBA, CPA, CMA, CIA, CFE Senior Manager, Technical Accounting and Financial Reporting Zagg, Inc.Salt Lake City, UThttps://www.zagg.com/ Career Highlights: Eric Greene is a Certified Public Accountant (CPA), a Certified Management Accountant (CMA), a Certified Internal Auditor (CIA), and a Certified Fraud Examiner (CFE), with several years of “Big Four” financial accounting experience...…
September 23, 2019
Lincoln Fleming, CPA, CFP® – 2019 20 Under 40 Honoree
Lincoln Fleming, CPA, CFP® Director of Tax, Canopywww.CanopyTax.com I began my career in the wealth advisory groups of PwC and Goldman Sachs in San Francisco and London where I provided tax, financial planning, and wealth transfer services to high net worth individuals and families. I am currently a member of Canopy’s leadership team and lead...…
September 23, 2019
Jason Deshayes, CPA, CGMA – 2019 40 Under 40 Honoree
Jason Deshayes, CPA, CGMA Raleigh Accelerate Market Leader Elliott Davis, PLLC www.elliottdavis.com Career Highlights: I had a fruitful 14-year career in public accounting in Albuquerque, New Mexico before selling our practice and having the opportunity to serve the accounting profession as a firm relations manager within the Association of International Certified Professional Accountants. Ultimately, I...…
September 23, 2019
Jerry J. McPherson, CPA, CFE – 2019 40 Under 40 Honoree
Jerry J. McPherson, CPA, CFE Managing PartnerThe Mathias Group, CPAswww.themathiasgroup.com Jerry J. McPherson is Founder and Managing Partner of The Mathias Group, located in Tempe, AZ. The firm offers tax resolution, accounting , and attestation services to individuals and businesses. Jerry has positioned himself as a subject matter expert in emerging industries including cannabis taxation,...…
September 23, 2019
Rebekah Brown, CPA – 2019 40 Under 40 Honoree
Rebekah Brown, CPA Director of Development Maryland Association of CPAs and The Business Learning Institute Towson, Maryland macpa.org / blionline.org Career Highlights: Three years in public accounting before leaving to work on behalf of CPA profession at MACPA/BLI Seven years at MACPA/BLI, moving from Learning Consultant, to Membership Manager and now Director of Development MACPA...…
September 23, 2019
Martin Zych – 2019 20 Under 40 Honoree
Martin Zych CEO & Co-Founder Jirav www.jirav.com Career Highlights: Martin co-founded Jirav in 2015 and leads the team as CEO. Previously he was the Controller and Finance Director at several venture backed companies along with many years consulting in he outsourced accounting space. During this time he set up dozens of finance & accounting functions and has helped raise...…
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September 23, 2019
Garrett Wagner, CPA.CITP – 2019 40 Under 40 Honoree
Garrett Wagner, CPA.CITP CEO/Founder C3 Evolution Group, C3 Advisory, C3 Financial Rochester, NYwww.c3evolutiongroup.com Career Highlights: Coaching accountants, CPAs, and advisors around the country and helping them break free of the box and become Entrepreneurial CPAs. Being a part of the amazing and continued success and growth the Entrepreneurial CPA Channel on YouTube with the highly...…
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September 23, 2019
Ingrid Edstrom, FICB – 2019 40 Under 40 Honoree
Ingrid Edstrom, FICB – 2019 40 Under 40 Honoree Advanced Certified ProAdvisorPriestess of Profits Polymath LLCAshland, ORwww.polymath.com Career Highlights: Leader of Southern Oregon Woodard Group Member Intuit Trainer Writer Network (TWN) Member Adventure Travel Trade Association Member Oregon Outdoor Alliance 2015 Top 3 Intuit Firm of the Future Creator of the Ask A Bookkeeper show...…
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September 23, 2019
Robert Allen CPA, CFE, CTL, MBA, MSIS, ALMI – 2019 40 Under 40 Honoree
Robert Allen CPA, CFE, CTL, MBA, MSIS, ALMI PresidentThe Allen CPA FirmHouston, TXhttps://www.theallencpafirm.com Career Highlights: 2019 Texas CPA Society Rising Star Award Being selected as a 40 under 40 by CPA Practice Advisor for 2018 and 2019. HMSDC E10 Award Recipient 2016 Houston Area Urban League Small Business Community Pitch Winner 2014 Working abroad in China,...…
September 18, 2019
BDO Revenues hit $1.64 Billion in FY 2019
The firm’s assurance, tax and advisory business lines represent 46%, 33% and 21% of revenues, respectively.
September 18, 2019
Accounting Firm Launches New Business Valuation Practice
Windham Brannon’s business valuation practice will offer the intellectual resources of the firm’s professionals as well as a full suite of services including strategic financial management, back-office accounting, tax services and more.