Advisory

AuditBoard is Now Optro

Technology March 9, 2026 

AuditBoard is Now Optro

"From internal audit and cybersecurity to third-party risk and AI governance, our name now conveys the scale of enterprise risk we help solve for today," Optro CEO Raul Villar Jr. said.

Jason Bramwell

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October 20, 2021 

Al-Nesha Jones-Holiday, CPA, MBA – 2021 40 Under 40 Honoree

Al-Nesha Jones-Holiday, CPA, MBA – 2021 40 Under 40 Honoree Founder + CPA ASE Group www.ASEgroupoffices.com Career highlights:  I started my career at the prestigious Big 4 Accounting Firm, EY, as an audit professional. During my time at EY, I worked on the audits of Fortune 100 companies and was granted the opportunity to participate...…

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October 19, 2021 

Dr. Sean Stein Smith, Ph.D, CPA, CMA, CFE, CGMA – 2021 40 Under 40 Honoree

Dr. Sean Stein Smith, Ph.D, CPA, CMA, CFE, CGMA – 2021 40 Under 40 Honoree Assistant ProfessorCity University of New York (Lehman College)https://www.lehman.cuny.edu/ Career highlights:  Sean is a professor at the City University of New York – Lehman College. He serves on the Advisory Board of the Wall Street Blockchain Alliance, where he chairs the...…

Jenkins

October 19, 2021 

Caleb L. Jenkins, EA, CQP – 2021 40 Under 40 Honoree

Caleb L. Jenkins, EA, CQP – 2021 40 Under 40 Honoree Leader of Client Accounting ServicesRLJ Financial Services, Inc.www.rljfinancial.com  Career Highlights: 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....…

Practice management

October 18, 2021 

Anticipate the Wave of Change: Automating Sales Tax in the Firm

Ecommerce was already driving changes for businesses before the Wayfair ruling, with many having customers across the U.S., but with little or no requirements to comply with other states’ sales tax obligations. The pandemic greatly increased the role ...

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October 13, 2021 

Report Shows Tax Professionals Need Hybrid Skills

Companies are asking their tax functions to play a bigger advisory role, providing strategic counsel on issues such as emerging digital business models and sustainable transformation. Tax leaders are also transforming their technology infrastructures ...