Firm Management August 31, 2026
How Accounting Firms Can Protect Against the Rising Threat of Vishing
Accounting and CPA firms hold exactly the kind of data that makes them an attractive target.
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September 23, 2019
Daniel Figueredo, CPA, CGMA – 2019 40 Under 40 Honoree
Daniel Figueredo, CPA, CGMA PartnerBPM LLPSan Francisco, CAwww.bpmcpa.com Career Highlights: BPM Management Committee Partner in Charge of BPM Industry Groups Nonprofit Industry Group Leader FinTech Leader 1st homegrown partner at BPM What are you doing to make a difference in the profession, your community, the world? My work with nonprofit organizations extends well beyond his...…
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...…
September 23, 2019
Aaron Berson, CPA, MSA – 2019 40 Under 40 Honoree
Aaron Berson, CPA, MSA CEOFringe Accounting Co.New York City fringeaccounting.com Career Highlights: I always find I have some difficulty with this question, I never want to sound boasting or pompous as I believe with all my being that we need to stay humble and help each other as equals. However, this past year I have...…
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September 2, 2019
Jackie Meyer, CPA, CTP, CTC, MSA – 2019 40 Under 40 Honoree
Jackie Meyer, CPA, CTP, CTC, MSA CEO/Founder,Meyer Tax Consulting, LLCThe Concierge CPASouthlake, TXwww.theconciergecpa.com, www.meyertax.com Career Highlights: I founded Meyer Tax, a concierge and tax strategy focused CPA firm, 9 years ago at age 27, after working at Deloitte Tax. Our team of 8, whom all work remote from Hawaii to TX, fully converted under my...…
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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,...…
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September 23, 2019
Shehan Chandrasekera, CPA – 2019 40 Under 40 Honoree
Shehan Chandrasekera, CPA Head Of Tax Strategy & Partner CoinTracker & JagArgueta CPAs San Francisco, Houstonwww.cointracker.io | https://jagargueta.com Career Highlights: Co-founded JagArgueta CPAs (Full service boutique CPA firm in Houston) CFO for successfully funded 2 disruptive startups in bio-tech(Cemvita Factory) and fin-tech(SmartBotCoin) space Associate Director at Houston Blockchain Alliance Head of Tax Strategy at Cointracker....…
September 23, 2019
Swati Garodia, MBA – 2019 20 Under 40 Honoree
Swati Garodia, MBA Global Head of Products, Tax & Accounting Professionals BUThomson Reuters www.ThomsonReuters.com Career Highlights: As the Global Head of Products for the Tax & Accounting Professionals at Thomson Reuters, I lead a team of over 500 employees, including 200+ experienced CPAs. We deliver customer-led innovation through flagship brands such as Checkpoint, UltraTax CS,...…
September 23, 2019
Bob Ladue – 2019 20 Under 40 Honoree
Bob Ladue Business Development & Strategic PartnershipsExpensifySan Francisco, CAwww.expensify.com Career Highlights: My career at Expensify has allowed me to be part of some really great projects that have had a positive impact on the accounting community from creating Xero’s first global Strategic Partnership to planning and executing our second ExpensiCon held in Bora Bora May...…
September 23, 2019
Does Audit Partner Discloure Rule Enhance Financial Reporting?
Has the much-debated regulation, PCAOB 3211, enhanced the quality of corporate financial reporting? As the dust of controversy begins to settle, some new research raises doubts.
September 18, 2019
Companies Preparing for Recession Within 12-18 Months
A majority of respondents – 62% – believe a recession will happen within the next 18 months. Private companies are particularly worried that a recession lurks in the near term, with 39% anticipating a recession in the next 12 months.
September 18, 2019
CPA Firms and the #MeToo Era
By Joseph Wolfe and Lindsey Pilla. Federal, state and, in many instances, local laws prohibit sexual harassment and employment discrimination. These laws hold employers responsible for maintaining a non-discriminatory workplace free of harassment, intimidation and retaliation. In 2006, the “Me Too” movement was founded by Tamara Burke to aid women who have been victims of...…