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Firm Management February 5, 2024 

The transaction, which is expected to close in June, is said to be the largest private equity investment in the CPA sector thus far.

Jason Bramwell

Firm Management February 5, 2024 

It used to be that all an accountant had to do to earn respect, win over new clients, and have a growing firm was simply be a great accountant. Those days are over.

Firm Management February 5, 2024 

The 18 men and six women who were promoted comprise the largest new partner class in the top 20 firm's history.

Jason Bramwell

Accounting February 5, 2024 

Marcum LLP has entered a merger with Wakefield, Massachusetts-based Powers & Sullivan, LLC, effective February 1, 2024.

Isaac M. O'Bannon

February 5, 2024 

David Wurtzbacher – 2023 “20 Under 40” Influencer Founder & CEOAscend LLCwww.ascendtogether.com Recent Career HighlightsHaving raised private equity capital from Alpine Investors, I formally began building a management team in January 2023, and striking our first partnerships with exceptional firms. In our first year, we partnered with 8 entrepreneurial firms and achieved industry-leading growth rates,...…

February 5, 2024 

Andrew Argue, CPA – 2023 “20 Under 40” Influencer CEOCorvee.com and Instead.com Recent Career Highlights What are you doing to make a difference in the profession, your community, the world?Our goal has been to help the tax industry provide higher value services to clients by moving from compliance to advisory leveraging technology and artificial intelligence....…

February 5, 2024 

Jessica McClain, CPA, CITP, CISA, PMP, CGFM – 2023 “40 Under 40” Honoree Chief Financial OfficerGirl Scouts Nation’s Capitalwww.gscnc.org Recent Career Highlights What are you doing to make a difference in the profession, your community, the world?I am a passionate advocate for the profession, leveraging my platform to shape its future through conference speaking, panel...…

February 5, 2024 

Shakor J. Jukes, CPA, MBA – 2023 “40 Under 40” Honoree Senior Product ManagerAmazon Recent Career HighlightsIn the previous year, I had the privilege of speaking at various conferences and events such as the AICPA & CIMA/CIIPA Momentum Conference and the Ignite Conference hosted by The Institute of Internal Auditors Inc. (IIA). Additionally, I have...…

February 5, 2024 

Michael Barton, CPA – 2023 “40 Under 40” Honoree DirectorSikich LLPwww.sikich.com Recent Career HighlightsIn the past year, I’m proud to say that I successfully concluded seven years serving the great state of Indiana as a member of the Board of Accountancy, four of which as Chairman of the Board. During my last year as Chairman...…

February 5, 2024 

Kalil Merhib – 2023 “20 Under 40” Influencer Executive VP, Growth & Professional ServicesCPA.com Recent Career Highlights What are you doing to make a difference in the profession, your community, the world? Current Professional Reading / ListeningReading: Traction by Gino Wickman Listening: Podcast: Thinking with Adam Grant. See all of the 2023 “40 Under 40”...…

February 5, 2024 

Sarah Shannonhouse, CPA – 2023 “40 Under 40” Honoree Senior Manager, Tax OperationsDayforcewww.dayforce.com Recent Career HighlightsTransitioning to my role as a Senior Manager of Tax Operations at Dayforce, I bring my expertise to lead and inspire a dedicated team. Here, I spearhead agency relationships and oversee bulk employment filings, ensuring seamless operations and compliance adherence....…

February 5, 2024 

John Malone, JD, CTC – 2023 “40 Under 40” Honoree Co-CEOAnomaly CPAwww.anomalycpa.com Career HighlightsJohn Malone is the Co-CEO of Anomaly. John’s unique background in operations from the legal industry has helped transform Anomaly to what it is today. His strong leadership and change management has allowed Anomaly to grow 250% since joining the company in...…