People & Moves (359)

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Bowman Names Three Partners 1

Bowman & Co. has named three staff members to the partner ship group this month. The New Jersey CPA firm promoted Kenneth M. Drews, Michael Thilker and Josette Traversa.

Drewes joined the firm’s Governmental Services Department in 2009 with expertise in audits of county and municipal governments, school districts, charter schools, fire districts, and federal and state financial assistance programs.

Besides being a CPA, he is also licensed as a Registered Municipal Accountant, and as a Public School Accountant in New Jersey and is also a Certified Municipal Finance Officer. He has also been certified by the New Jersey Department of Community Affairs, Division of Local Government Services as a Certified Municipal Finance Officer.

Working in the Commercial Services Department, Thilker has worked at Bowman since April 2013 and is a CPA in both Pennsylvania and New Jersey. His clients mainly include housing authorities and non-profit affordable housing organizations and his experience includes audits of non-profits.

Traversa came to Bowman in September 2022 after near four years at CPA firm Citrin Cooperman where she was director of international tax services from November 2018 and partner from October 2021 until she joined Bowman. Before that, she spent two-and-a-half years at D&H Global Tax Group.

She primarily focuses on tax matters and is responsible for a wide range of individuals and businesses with experience that includes

tax consulting and review for individuals, partnerships and S Corporations.

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COO Named for SiempreTax+

Laura Contreras Rowe, SiempreTax+Liberty Tax has named Laura Contreras Rowe as COO of its SiempreTax+ business, which is designed to provide tax preparation and other services to the Hispanic market. While Liberty, which operates a franchised store chain for tax preparation, announced her hiring in the last week, Contreras Rowe has been on the job since August.

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Burgum Running for N.D. Governorship

Doug Burgum, Arthur VenturesDoug Burgum, an executive with the former Great Plains Software and later Microsoft, is seeking the Republican nomination to be governor of North Dakota. News wire stories say Burgum doubts he will win the endorsement from party at its convention but will run in the primary in June.

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Abila Names Client Services Executive

Bethany Little, AbilaNonprofit software vendor Abila has named Bethany Little as VP of client services. She joins the Austin, Texas-based company after serving from May 2014 as VP of customer success at HotSchedules. Little was employed at the former Convio from March 2007 until its acquisition by Blackbaud.

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Liberty Tax Names Compliance Officer

James J. Wheaton, Liberty Tax Liberty Tax has named James J. Wheaton as chief compliance officer. Wheaton, who is taking on a new role, serves as general counsel for both Liberty Tax Service and its principal subsidiary, JTH Tax, which does business as Liberty Tax Service. Wheaton will continue was counsel for Liberty Tax and as VP of legal and governmental affairs.

 

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Citrin Adds Partner in Valuation, Forensic Services

Joseph Lesovitz, Citrin CoopermanCitrin Cooperman, a New York, N.Y.-based tax and accounting firm, has hired CPA Joseph Lesovitz as part of its Valuation and Forensic Services practice. Lesovitz, based in the firm's office in Philadelphia, Pa., specializes in calculating damages and providing financial consulting and forensic accounting services.

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Xero Names Chief Data Officer

Tony Stewart, XeroXero has named Tony Stewart to the newly created position of chief data officer. The New Zealand-based cloud accounting software company says in this new role Stewart will be responsible for accelerating automation, business systems rollout and big data innovation.

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Sage Picks Accountant Program VP

Ray Barlow, SageSage North America has hired Ray Barlow as VP of accountant solutions. Barlow comes to Sage after leading Intuit's Accountant & Advisor Group at a time when that company was building a program to service accounting firms. At Sage, he has responsibility for the accountant business in North America.

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Weaver Promotes Names Six New Partners

Rob Myatt, WeaverWeaver, a Dallas, Texas-based accounting firm, has named six employees as partners. These include Sara Dempsey in assurance services, who joined the firm, in 2005 and Rob Myatt, in tax and strategic business services, who came to Weaver in 2006 as a manager.

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Xero Picks Next CFO

Sankar Narayan, Xero Xero has hired Sankar Narayan as its CFO effective in October. He will move into the position vacation when Douglas Jeffries resigned the position in February after eight weeks on the job. Narayan joins the low-cost cloud accounting software manufactuer after serving as CFO of Virgin Australia for four years.

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Sabbatis Joins XCM Solutions

Mike Sabbatis, XCM SolutionsFormer CCH CEO Mike Sabbatis has been hired as COO of XCM Solutions. The company also named its VP of sales and marketing, Bob Locke, as chief revenue officer. XCM says the moves reflect its plans for expanding operations and said its second-quarter revenue was 121-percent higher than the corresponding period a year earlier.

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