•  

Local Office Blogs

rss
Feel free to peruse our blog or search for posts based on a specific term.





January 27, 2017

It is with great pleasure that CBIZ MHM Memphis announces that four employees have been promoted to Managing Director.

“On behalf of everyone at CBIZ MHM, I would like to congratulate each of our new managing directors in the Memphis office.  I am extremely proud of what this year’s class means to CBIZ MHM,” said Eustis Corrigan, Senior Managing Director, CBIZ MHM.

Brooke Balducci, CPA

  • Specialty: Corporate Tax Compliance and Consulting, State and Local Taxation, Passthrough Taxation, Accounting for Income Taxes
  • Organizations: AICPA, TSCPA, Mid-South Food Bank
  • Education: Mississippi State University
  • Best Advice Brooke Has Ever Been Given: "Do your best even when no one is watching."

Cherry Blanton, CPA

  • Specialty: Financial Statement Audits, Employee Benefit Plan Audits, Privately Held Companies
  • Organizations: AICPA, TSCPA, Memphis Institute for Leadership Education (MILE), Department of Management in Fogelman College of Business at University of Memphis
  • Education: Faulkner University
  • Best Advice Cherry Has Ever Been Given: "You can be anything you want to be."

Rhett Butler, CPA

  • Specialty: Financial Statement Audits, Transaction Advisory, Fraud and Anti-Corruption Services, Acquisition Due Diligence, Manufacturing
  • Organizations: AICPA, TSCPA, Association of Certified Fraud Examiners
  • Education: Rhodes College
  • Best Advice Rhett Has Ever Been Given: "Pursue perfection and accept excellence."

Josh Finfrock

  • Specialty: Transfer Pricing, Development of Planning and Documentation Strategies for Multinational Corporations
  • Education: Wheaton College
  • Best Advice Josh Has Ever Been Given: "You're a problem solver. You will be able to figure this out on your own."

“We are adding 4 strong managing directors with diverse voices and deep industry experience to our leadership team.  We are also promoting leaders we have developed ourselves and who represent the culmination of hard work, focus and passion,” Corrigan said.  “This accomplished group embodies the mission and values we live every day at CBIZ MHM and has exhibited an extraordinary ability to create value for our clients, firm, profession and communities.  The promotion of these new managing directors further ensures that we are prepared for the ever changing environment and highlights our commitment to building a high-performance culture.”

For more information about our team in Memphis, click here.




May 1, 2015

CBIZ MHM Tampa Bay is proud to announce the selection of Shaun McClung and Tom Steiner to the Emerging Managing Director Academy, Class of 2017!

Shaun McClung is a Senior Manager in the Tax Department who has been with CBIZ MHM for more than 4 years. Shaun manages tax engagements for clients operating as multi-entity corporations, S corporations or partnerships in a variety of industries. In addition to his tax compliance responsibilities, Shaun has also helped with a broad range of tax consulting matters, such as tax provision calculations, IRS and state tax examinations, accounting method changes, tax due diligence, restructuring issues and real estate transactions.


Tom Steiner is a Senior Manager in the Audit Department who has been with CBIZ MHM for more than 13 years. Tom has significant experience in all aspects of audit, review and compilation services. He

The Emerging Managing Director Academy's goal is to make sure that newly promoted Managing Directors make the best possible start in their new role. This program helps them achieve a higher level of self-awareness and self-development, combined with relevant business, people development and leadership skills. Senior Managing Director, Bill Tapp, stated “Both Shaun and Tom have exemplified key Managing Director-related attributes required to achieve both personal and professional success in this important role.” has served domestic and foreign publicly traded companies, and is well versed in SEC reporting issues.  He also has extensive knowledge of the reporting requirements of employee benefit plans.

Congratulations to Shaun and Tom!



April 20, 2015

The Phoenix office is proud to announce the selection of two of our employees, Aaron Banda and Allan Klose, to the Emerging Managing Director Academy, class of 2017!

Aaron Banda is a Senior Manager in the Tax Department who has been with CBIZ MHM for over 8 years. Aaron’s expertise ranges in various industries which include distribution, wholesale, manufacturing, services, real estate, and construction.  His concentrations are in tax compliance, tax planning and tax accounting for high net worth individuals, pass-through and corporate entities.  He also specializes in preparation of partnership and corporate returns with multi-state and foreign activity as well as quarterly tax planning and FAS 109 preparation.

Allan Klose is a Senior Manager in the Audit Department who has been with CBIZ MHM for over 8 years. Allan provides guidance on issues pertaining to nonprofit accounting including contribution accounting, agency transactions, and endowment accounting. Allan has extensive experience in assisting clients implement SFAS 157, Fair Value Measurements (FASB ASC Topic 820).

The Emerging Managing Director Academy's goal is to make sure that newly promoted Managing Directors make the best possible start in their new role.  This program helps them achieve a higher level of self-awareness and self-development, combined with relevant business, people development and leadership skills. 

Congrats to both Aaron and Allan! We wish you both the best of luck!




Tags

Phoenix tax Accounting affordable care act Alex Elliott anna howell Audit audit and assurance Award Awards awards and recognition BEPS Best Places to Work Betty Isler Bill Tapp BizJournals biztips bizwomen Blog Brad Hale brenda brigman bryan koch CBIZ CBIZ KC CBIZ MHM CBIZ MHM Memphis CBIZ MHM Tampa Bay cbiz security and advisory services CBIZ Women's Advantage CBIZBlog CBIZKC CBIZMHM CFO CFO & Controller Conference cfo conference CFO of the Year CFO of the year awards Charity Community Involvement Conference Construction Controller Conversation With Craig Gilman cwa Dave Enick DOL EBP EBP Audits Ed Rataj Employee Benefit Plan Audits Employee Benefits employee engagement EmployeeBenefits EntreprenurialServicesGroup ESG Eustis Corrigan events Food Drive healthcare HR Human Resources Innovation International Tax Jenny Matasic Josh Finfrock Joyce Farris Kansas City KansasCity karen cassella KC CFO Breakfast Series KCEvents linda lauer lloyd grissinger Local Managing Director Manufacturing Mark Baricos MBJ Megan Murdock memphis Memphis Business Journal Memphis Daily News memphis super women in business mentoring monday mergers and acquisitions moira house Networking NFP Not-for-profit Paul Dunham pci compliance Phoenix promotions real estate Revenue Recognition SALT Service Social Committee sonya daniels Sponsorships Start Ups State and Local Tax steve dunavant Success Super Women in Business Tampa Bay Tampa Bay Business Journal tangible property regulations Tax Tax Incentives tax reform The Daily News Top Workplaces Tracey McDonald transaction advisory services Transfer Pricing UMB Bank University of Memphis Volunteer workplace award