Advisory

October 2, 2019 

The awards recognize the individual and the DHG market who have shown extraordinary initiative in the community by volunteering the most service hours during the 2019 fiscal year.

October 2, 2019 

BDO USA, LLP, one of the nation’s leading accounting and advisory firms, has admitted 48 professionals to the partnership, effective today. By business line, 19 of the new partners are in tax, 18 are in assurance and 11 are in advisory. “We are proud to welcome the largest class of partners at BDO in more...…

October 1, 2019 

Wipfli, one of the top 20 accounting and consulting firms in the United States, has acquired the Atlanta-based accounting and business services firm Porter Keadle Moore (PKM) effective October 1.

October 1, 2019 

With more than 2,000 people, Dixon Hughes Goodman ranks among the nation’s top 20 public accounting firms. Offering comprehensive assurance, tax and advisory services, the firm focuses on major industry lines and serves ...

September 30, 2019 

Peterson Sullivan is the seventh-largest accounting firm in the Puget Sound region. Like BDO, the firm is continually recognized by numerous business and industry publications for its workplace accomplishments.

September 27, 2019 

Beverly Bareham, CPA, founder of Bareham, CPA, PA, has been honored in the “Experienced Leader” category. Tiana D. Wynn, CPA, MBA, senior manager with SB & Company, LLC, has been honored in the “Emerging Leader” category.

September 26, 2019 

The accelerator has attracted interest from early-stage companies in 14 countries since it launched in 2017. Successful applicants for the program’s third class can tap the expertise of senior leadership of both the Association and CPA.com, as well as...

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...…