Advisory December 8, 2025
Building the Next Generation of Global Delivery
The next era of global delivery will be defined by firms that invest in capability, embrace technology‑enabled operating models, and cultivate strategic partnerships.
October 27, 2022
Brandon Gray, CPA – 2022 “20 Under 40” Top Influencer
Brandon Gray, CPA – 2022 20 Under 40 Top Influencer Founder & CEOFirm360www.MyFirm360.com CPA, Shareholder – Banks, Gray and Crumpler, PLLC 14 years Founder and CEO of Firm360 since 2019 Volunteer Fireman/Assistant Chief 21 years Private aviation pilot See all of the 2022 “40 Under 40” and “20 Under 40” honorees.
Advisory October 27, 2022
U.S. Economy: Invoices Being Paid Later, But Sales Growth Still Positive
Sales growth slowed to 6.7% year-over-year in June. This is the smallest y/y rise in sales since February 2021.
October 27, 2022
Dr. Holly Hawk, Ph.D, CPA, CGMA – 2022 “40 Under 40” Honoree
Holly Hawk, Ph.D, CPA, CGMA – 2022 40 Under 40 Honoree Clinical Assistant ProfessorClemson Universitywww.Clemson.edu CPA Evolution Information Systems and Controls Task Force member, focusing on the development of a high-level model curriculum with topics and learning objectives for the Information and Systems Controls discipline of the 2024 CPA exam Clemson University Wilbur O. and...…
October 27, 2022
Caleb Jenkins, EA, CQP – 2022 “40 Under 40” Honoree
Caleb Jenkins, EA, CQP – 2022 40 Under 40 Honoree Leader of Client Accounting ServicesRLJ Financial Services, Inc.www.rjlfinancial.com Started career working for my dad’s accounting firm RLJ Financial Services, Inc. Became a Certified QuickBooks ProAdvisor Joined the TSheets (now called QBS Time) PRO Council Joined the SF Bay Area Woodard Group as a Co-Leader Honored...…
Firm Management October 27, 2022
Future Techs – Technology Forecast for 2023 and Beyond
Accounting has often been viewed as overly cautious and a somewhat slow technology adopter, the reality is that we are also being drawn into ...
October 27, 2022
Wassia Kamon, CPA, CMA, MBA – 2022 “40 Under 40” Honoree
Wassia Kamon, CPA, CMA, MBA – 2022 40 Under 40 Honoree Vice President of Finance and AccountingACM Chemistries, Inc.www.acmchem.comhttps://www.linkedin.com/in/wassiakamon/ I graduated with a bachelor degree in accounting from Georgia State University. After internships in tax and audit, she decided to join the corporate accounting world, working for Intralot, Inc., a lottery technology and manufacturing company....…
October 27, 2022
Chase Birky, CPA – 2022 “40 Under 40” Honoree
Chase Birky, CPA – 2022 40 Under 40 Honoree CEO & Co-FounderDark Horse CPAshttps://darkhorse.cpa Began career at Deloitte, then worked at a small boutique firm before founding Dark Horse CPAs, which is a Top 500 firm that is in the top 100 of companies ranked by Great Place to Work. Finalist for Innovative Practitioner of...…
October 27, 2022
Katie Cohodes – 2022 “20 Under 40” Top Influencer
Katie Cohodes – 2022 20 Under 40 Top Influencer Marketing ManagerArmanino LLPhttps://www.armaninollp.com/ Katie Cohodes is an energetic and positive leader in the accounting industry. She started her career in 2014 at Weinstein Spira as the firm’s first marketing hire. In 2022, Katie joined the wickedly smart team at Armanino LLP, a top 20 accounting and...…
October 27, 2022
Howard Telson, CPA, MST – 2022 “40 Under 40” Honoree
Howard Telson, CPA, MST – 2022 40 Under 40 Honoree Senior Tax ManagerCrossborder Solutionswww.CrossBorder.ai Lead subject matter expert on Crossborder Solutions’ tax provision (ASC 740) software Collaborates with product managers and software developers to implement tax accounting rules in a best-in-class tax provision software, geared at leveraging the latest technology to disrupt an arena that has historically...…
October 26, 2022
Tim Petrey, CPA, CGMA – 2022 “40 Under 40” Honoree
Tim Petrey, CPA, CGMA – 2022 40 Under 40 Honoree Managing PartnerHD Davis CPAs & White Glove Payrollwww.HDDavisCPAs.prowww.whiteglovepayroll.com A small CPA firm in Youngstown, Ohio, is being steadily transformed by a young professional named Tim Petry. When Harold Davis retired from HD Davis, he elevated Tim to partner, and what Tim has done is truly...…
October 26, 2022
Lindsey Curley, CPA, CGMA – 2022 “40 Under 40” Honoree
Lindsey Curley, CPA, CGMA – 2022 40 Under 40 Honoree Senior Manager, Firm ServicesAICPA & CIMAhttps://www.aicpa.org/home Started my accounting life working for sole proprietors and small accounting firms throughout high school, college, and the first three years after graduating which expanded my skillset by providing experience in a wide variety of roles and work. Currently...…
October 26, 2022
Kim Austin – 2022 “20 Under 40” Top Influencer
Kim Austin – 2022 20 Under 40 Top Influencer Director, Global Strategic Accounting Partnershipswww.Avalara.com Career highlights: Kim’s career includes over 18 years of experience in the accounting, tax compliance, cloud technology, workflow, and document management space. After 8.5 years at Intuit on the National Accounts team, Kim joined Avalara earlier this year as Director, Global...…