Southern California Chapter

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Leadership Institute 2.0 Accepting Applications

Leadership Institute 2.0 Accepting Applications

Published January 20, 2020

Firm managers are called to be leaders – by the best traditions of the accounting profession, by standards of professional responsibility, and by the expectations of the communities in which they work and live. And yet, until recently, there has been little attention given to leadership training for those responsible for the day-to-day management of CPA firms as they enter the profession and begin to develop the skills necessary for their ...

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Welcome, Steven Bankler, CPA, LTD!

Published November 25, 2019

Please help us in welcoming Steven Bankler, CPA, LTD as our newest member! Since 1977, Steven Bankler and his team of seasoned CPAs have been taking the pain out of taxes and finding proven ways to save their clients' money. Their team provides creative solutions to their clients' unique problems including tax and estate planning, forensic accounting, expert witness and litigation support.

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Join CPAFMA in welcoming Peterson Whitaker & Bjork LLC!

Join CPAFMA in welcoming Peterson Whitaker & Bjork LLC!

Published November 20, 2019

CPAFMA welcomes Peterson Whitaker & Bjork LLC! Peterson Whitaker & Bjork LLC is a Twin Cities-based accounting firm. Their team is dedicated to providing individuals and businesses throughout the Midwest and beyond with new ideas and technologies that solve their client’s business, tax, and financial challenges. The Firm Administrator for PWB is Jody Holstein, beside Managing Partner Brian Peterson. From audit and assurance ...

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Welcoming Gordon Advisors!

Published November 18, 2019

Gordon Advisors is CPA Firm Management Association’s newest member!  Gordon Advisors strives to provide high quality service on a timely basis, and gain knowledge about their client’s operations. By using this knowledge, Gordon Advisors is able to help their clients determine and satisfy their specific needs, goals, and growth objectives. The Firm Administrator of Gordon Advisors is Scott O’Rourke and Managing Partner ...

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