Advisory

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September 23, 2019 

Ingrid Edstrom, FICB – 2019 40 Under 40 Honoree

Ingrid Edstrom, FICB – 2019 40 Under 40 Honoree Advanced Certified ProAdvisorPriestess of Profits Polymath LLCAshland, ORwww.polymath.com Career Highlights: Leader of Southern Oregon Woodard Group Member Intuit Trainer Writer Network (TWN) Member Adventure Travel Trade Association Member Oregon Outdoor Alliance 2015 Top 3 Intuit Firm of the Future Creator of the Ask A Bookkeeper show...…

Robert_Allen_CPA.5b84c0d327428[1]

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,...…

 Accounting Firm Launches New Business Valuation Practice

September 18, 2019 

Accounting Firm Launches New Business Valuation Practice

Windham Brannon’s business valuation practice will offer the intellectual resources of the firm’s professionals as well as a full suite of services including strategic financial management, back-office accounting, tax services and more.

pros on move

September 18, 2019 

Professionals on the Move

Professionals on the Move is a roundup of recent accounting firm leadership and staffing announcements.

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September 5, 2019 

Understanding Your Clients’ Challenges is the First Step

By recommending and acknowledging that we have an understanding of our clients’ challenges and concerns, we are fulfilling an important role, that of a consultative partner. It’s an important step in cementing relationships that ultimately builds our ...