Category: News

Bowman & Company is pleased to announce the addition of Saif Halawa. Saif joins the firm as a Senior Staff Accountant with a focus in Tax and will be working remotely from Florida.

In addition to his enthusiastic and positive personality, Saif brings over seven years of experience in public accounting to the firm. He has significant experience working with individual income tax returns, as well as trusts, S corps, partnerships, and non-profit organizations.

Beofre joining Bowman, Saif was a Senior Tax Accountant for Miles & Thirion CPA Firm, Inc. in Sarasota, Florida, working with clients in a variety of industries.

Saif has successfully passed all four sections of the CPA exam and will soon be receiving his certification.

Welcome to Bowman & Company, Saif!

Bowman & Company, LLP has been named one of the Top 300 accounting firms in the nation, by INSIDE Public Accounting (IPA) – the leading public accounting publication of record.

The IPA 500 ranks firms by net revenues and is known as one of the most thorough, complete and accurate sets of rankings and trends in the profession.

The full list of the IPA 2022 Top 500 firms can be found here.

About Bowman & Company

Established in 1949, Bowman & Company, LLP has earned a reputation for providing innovative, forward-thinking tax planning strategies, reliable financial reporting, and creative business consulting in a personalized, collaborative manner. For more than 70 years, the firm has served as a trusted business and financial advisor to closely-held businesses throughout California and beyond. Bowman & Company is consistently ranked as a top firm for both its exceptional accounting and advisory services and its fun and supportive firm culture. The firm is a proud member of Alliott Global Alliance.

Bowman & Company is pleased to announce the addition of Mayli Huang as an Administrative Assistant. In her new role, Mayli will be working with Ryan Dingler and Daniel Phelps, as well as supporting her administrative teammates and assisting with general tasks for the firm.

Mayli has over six years of Administrative Assistance experience. Prior to joining the team at Bowman, Mayli worked for four years at Padgett Business Services in San Carlos, a firm focused on business and tax consulting. Mayli brings a wealth of experience in bank reconciliations, tax and accounting support, and payroll.

Welcome to Bowman & Company, Mayli!

Bowman & Company, LLP is excited to announce that the firm recently received national recognition as one of the 2022 “Best Accounting Firms to Work for” by Accounting Today.

“We consider our team members our firm’s most valuable asset, and we strive to create a workplace where they know how valued they are,” said Bowman managing partner Daniel Phelps. “It is thrilling to have Bowman & Company recognized as a place that provides great opportunities for our team. This is truly one of the best recognitions an accounting firm— or any workplace—can achieve.”

Each year, Accounting Today partners with the Best Companies Group to identify accounting businesses that have excelled in creating quality workplaces for employees. The survey and awards program is designed to identify, recognize, and honor the best employers in the accounting industry. The 100 firms named to the list benefit the industry’s economy, workforce, and businesses. For more information, visit accountingtoday.com.

“Our employee recruiting focus is on finding people who have a vision to stay with us for their entire career,” said Daryl Petrick, Partner at Bowman, “We are fully committed to meeting the needs of our people, to ensure we retain the best people. We recognize that our employees’ needs change over time and believe that they should be able to keep their family commitments without jeopardizing their jobs and financial security.”

“In light of all that,” Petrick added, “we provide growth opportunities, including support for attaining advanced degrees, partner-track training, and collaboration with colleagues around the globe through our international alliance. As a result, we have an employee retention rate that far exceeds the industry norms.  This not only benefits our firm, but also enables us to consistently deliver superior service to our client base.”

Bowman & Company is happy to announce the promotions of Amber Dominguez, Christopher (Chris) Buzo, Maribel Galan, CPA, and John Normington. These four professionals will take on new their new roles as Supervisors.

Amber has been in the accounting field for four and a half years with Bowman and is in the final stages of finishing up earning her CPA license. She attributes a great deal of her success to those who have mentored her in official and unofficial capacities. In the office, Amber is most passionate about working with Non-Profits. Outside of work, Amber is passionate about cats and finding loving homes for her foster kittens. Amber is currently managing the balance of transitioning from staff on audit engagements to in charging those engagements and is looking forward to new opportunities.

Chris has been in the accounting field for five years and with Bowman for one and a half years where he has enjoyed working with the team specializing in Tax Accounting. While Chris feels there are many resources available at Bowman to support him in his professional development, he felt that the people he works with and everything he has learned from them to be his most valuable resource. Chris is a “learn by doing” individual and takes the knowledge he gains and uses it to gain proficiency. Chris is passionate about maintaining a reputation for reliability and dependability for the Firm and his colleagues. 

Maribel has been in the accounting field for over five years and has spent the past two and a half years with Bowman.  She initially began her career working in Audit before transitioning to the Tax side of the firm. She considers her transition to the Tax team to be one of her top experiences at Bowman because of the resources available and people who supported her as she gained new expertise. Maribel appreciates the example of the many Firm leaders who demonstrate a work-life balance, and she hopes to emulate this in her own career. She looks forward to broadening her technical tax skills and becoming someone at the Firm who others will view as a resource.

John started his accounting career with Bowman and has been with the firm for seven years. He attributes a great deal of his success and career development to his co-workers, who are always very helpful, and the guidance and support of the Partners. John also shared a secret to his success: consolidating questions to be respectful of other’s time and covering multiple topics at once. John currently specializes in Low-Income Housing Tax Returns and was previously focused in Audit. John recalls a time when managing the budget of each project was a challenge and how he overcame this through understanding the nuances for each project. John appreciates all of the fun activities we do at Bowman, especially night out at the ballpark.

Congratulations Amber, Christopher, Maribel, and John!

Bowman & Company is excited to announce the promotions of Natasha Doran and Ivan Alatorre. They will be taking on new roles and responsibilities as Senior Accountants.

Natasha has been in the accounting field for over 30 years and a member of the Bowman team for three and a half years. She remembers that prior to joining Bowman, many of her accounting questions were unanswered. When she started at Bowman, she was pleased at the many resources available to her, as well as the helpful team she worked with to gain additional knowledge and skill with higher level clients. Natasha specializes in Trusts, Tax and Client Accounting Advisory Services (CAAS). She remembers that working on Trusts was initially intimidating and now she handles them quite often. Natasha appreciates the flexibility at Bowman, which allows her to manage family needs. In her off time, you will likely find her on a beach in her favorite place, Hawaii. 

Ivan began his career in the accounting field at Bowman and has been with the firm for one and a half years with Bowman. He attributes his success and career development to his ability to ask questions and not being afraid to fail. Ivan currently works in both Audit and Tax and enjoys the dynamics of each. A naturally quiet person, Ivan has learned the benefit of overcoming this challenge because when he interacts with his coworkers and peer and asks questions, he always learns something new. His motto is “just do it” (but we won’t tell Nike).  In his new role, Ivan is looking forward to higher level tasks and responsibilities, as well as being someone his coworkers depend on. 

Congratulations Natasha and Ivan!

Bowman & Company is pleased to announce the promotion of Whitney Kesterson. Whitney takes on new responsibilities as a Senior Manager.  

Whitney has 10 years of private industry accounting experience and 11 years of public accounting experience, of which five of those years have been with Bowman. Whitney attributes much of her career development to being proactive, learning and absorbing as much as possible and also becoming a SME (subject matter expert) in specific areas of accounting. Whitney’s areas of accounting expertise are focused on audits of employee benefit plans, low-income housing and Title 31 (anti-money laundering) casino compliance. A career highlight for Whitney was her off-site visit with the Alliott Global Alliance and meeting professionals from all around the world.

In her new role, Whitney is looking forward to continuing to pursue learning opportunities and sharing her skill set as well as developing others and being a mentor to staff.

CONGRATULATIONS WHITNEY!

Daryl R. Petrick, CPA and Tax Partner at Bowman & Company CPAs in Stockton, California has been elected Chair of the North America Regional Advisory Committee of Alliott Global Alliance (AGA), one of the world’s largest global multidisciplinary alliances.

Daryl succeeds Jeff Berger, Co-Managing Partner at Golenbock Eiseman Assor Bell & Peskoe in New York City. Effective 1 November 2021, this new role will see Daryl join the Worldwide Board of Directors.

Daryl will be supported by newly elected Deputy of the North America region, Chris Blake, Partner at Hahn Loeser & Parks (Cleveland, Ohio), and will serve a three-year term. As well as representing the interests of the North America membership of CPAs and attorneys on the Worldwide Board, Daryl will play an important role in formulating an alliance-wide strategy that will drive up the alliance’s value proposition and in supporting the Executive Office to implement plans.

A partner at Bowman and Company, a firm that has been a member of AGA since 2009, Daryl specializes in planning and taxation matters for family-owned businesses, high-income individuals, and real estate professionals, and represents clients involved with international transactions.

Daryl comments:

“It is an honour to be appointed to this position within the alliance and to step into such an important role recently held by Jeff. As Chair, Jeff has demonstrated great leadership and I will do my best to lead by his example and to work to develop and implement strategies that will continue to help raise the profile of AGA further across North America.

“I also look forward to working closely with our law and accounting member firms across the region and to discussing ways in which we can all work even more effectively and collaboratively together into 2022 and beyond.”
Alliott Global Alliance CEO, Giles Brake adds:

“Daryl’s elevation to Chair of the North America region reflects the high regard in which he is held by members in the region and by the current directors of the Worldwide Board. He is a proactive innovator who brings an infectious enthusiasm, and his ability to challenge conventional wisdom will ensure we maintain our forward momentum in an extremely competitive alliance market. I look forward to working alongside Daryl in the years ahead as we seek to take AGA to the next level.”
About Bowman & Company:
Bowman & Company, LLP has earned a reputation for providing innovative, forward-thinking tax planning strategies, reliable financial reporting, and creative business consulting in a personalized, collaborative manner. As trusted business and financial advisors to closely-held businesses throughout California, the firm’s mission is to help clients minimize their tax obligations, make intelligent decisions about their businesses, and exceed their financial goals.

Established by Herbert Bowman in 1949, Bowman & Company quickly became one of the Stockton area’s largest accounting firms by never losing sight of the founder’s observation, “There’s no right way to do the wrong thing.” Our history has set the foundation for our firm’s accomplishments, and as a firm with a national and international footprint, our personal relationships remain the hallmark of our brand.

About Alliott Global Alliance:
Founded in 1979, and with 200 member firms in 85 countries, Alliott Global Alliance is an international alliance of independent, law, accounting, and specialist advisory firms, working across the world Together as One.

Each of our members share a common goal: to learn and share knowledge, resources, and opportunities to make the world smaller and their businesses stronger.

We work with a spirit of generosity and openness — so that together, we can continue to fulfill our ambitions, gain greater experience, and drive mutual success.

Alliott Global Alliance is expanding fast, and the alliance has its sights set firmly on growing its legal and accounting membership to 100 countries. Opportunities are available to independent professional firms in specific countries in Africa, but also in Europe, China, the ASEAN region, Australasia, the Gulf Cooperation Council region, Central and South America and in North America. For information about membership in the North American region, contact Damien McMenamin (damien@alliottglobal.com), Chief Growth Officer.

Original article found HERE

Speaking on his legacy, his successor Darsi Casey said of Farmer, “It is an honour to be appointed to this position within the Alliance and to step into such an important role recently held by Colin. Colin has demonstrated great passion and skill in leading the Worldwide Board and taking AGA to the exciting place it is today.”

Casey has been elected as AGA’s Worldwide Chair, winning promotion after serving as the Chair of the North America region, and over the last four years as Farmer’s Deputy Chair. Co-Founder and Managing Shareholder at accounting firm Casey Neilon in Nevada, US, Casey is the first woman to serve as Chair of AGA, serving a three-year term during which she will play an important part in leading the Worldwide Board in developing and implementing the next stage of AGA’s strategic plans. She will be supported in her role by her newly elected Deputy, Giorgio Marcolongo, Partner at BĒS Associati in Milan, Italy.

Commenting on the news, Casey said, “I aim to continue Colin’s great work, to lead by example and work with the Executive Office and our members from all regions to bring their ideas and concerns to the attention of the Worldwide Board. I look forward to leading AGA in the coming years.”

Farmer, meanwhile, spoke very highly of his successor. Noting being “delighted” with her election, he added that throughout her tenure as Deputy Chair, “Darsi’s commitment to the Board and to the Alliance has been second to none. Her vision and strong drive will be instrumental in helping to shape AGA in the future and I wish her many congratulations on this fantastic achievement.”

Meanwhile, AGA CEO Giles Brake concluded, “It takes a very special person to serve as Worldwide Chair… The alliance faces significant challenges to remain competitive and relevant to member firms and their clients in the years ahead. However, I am very confident that with Darsi at the controls, we are in the optimum position to convert these challenges into opportunities and establish the alliance as a leader in our industry.”

Original Article Here