Advisory

September 26, 2019 

Professionals on the Move is a roundup of recent accounting firm leadership and staffing announcements.

September 25, 2019 

The move was prompted by the firm’s continued growth in both Texas and the central United States, along with the need for leading-edge processes and workspaces that support EisnerAmper’s “clients-first, employees-first” approach.

September 23, 2019 

Caleb L. Jenkins, EA, CQP Leader of Client Accounting Services RLJ Financial Services, Inc.Ceres, CA www.rljfinancial.com  Career Highlights: Officially started my career working for my dad’s accounting firm RLJ Financial Services, Inc. in January 2009. Became a Certified QuickBooks ProAdvisor in 2010 at age 16. Joined the TSheets PRO Council in February 2016. Joined the...…

September 23, 2019 

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 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® 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 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 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 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 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...…

September 23, 2019 

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...…

September 23, 2019 

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...…