CBM News

PDF: Councilor, Buchanan & Mitchell Senior Accounting and Finance Specialist Anne Hayes Earns People Advisory Certificate Anne Hayes, MSF, a senior accounting and finance specialist at Councilor, Buchanan & Mitchell (CBM), was recognized with a People Advisory certificate on June 30, 2022. The People Advisor Certified program, launched in 2020 by Gusto, a digitally-based service provider to small businesses, trains professionals to leverage their financial advisory expertise to deliver additional people-focused services to clients including in the areas of payroll,… Read more ›

PDF: Councilor, Buchanan & Mitchell Moves Up INSIDE Public Accounting’s List of Top 300 Firms for Third Consecutive Year Councilor, Buchanan & Mitchell (CBM) continues to climb the nationally recognized list of the top 300 accounting firms in the United States published by INSIDE Public Accounting (IPA), a national accounting industry publication. In 2022, CBM ranked #211, ascending by five positions since 2021 and by 34 positions since 2019. IPA surveys accounting firms across the country on an annual basis… Read more ›

PDF: Councilor, Buchanan & Mitchell Divorce Litigation Services Team Invited to Present at International Academy of Collaborative Professionals’ Annual Forum Partner and Divorce Litigation Services Co-Director Jane Ochsman Rowny, CPA, CFP®, CDFA® and Senior Managers Jordan Egert, CPA, CFE, CDFA® and Jamie Blum, CPA, CDFA®, professionals at Councilor Buchanan & Mitchell, have been invited to present at the 23rd annual forum of the International Academy of Collaborative Professionals. The annual networking and educational forum will be held from October 27… Read more ›

PDF: Councilor, Buchanan & Mitchell Partner Dan Keefer Graduates from Upstream Academy’s Emerging Leaders Program Dan Keefer, CPA, CVA, a partner at Councilor, Buchanan & Mitchell, has graduated from the Upstream Academy’s Emerging Leaders Program. The program, which develops future leaders in the accounting profession through a rigorous, year-long period of instructor-led trainings, dialogue and the hands-on application of new knowledge, engages participants on the most pressing issues facing the industry. “The Emerging Leaders program broadened my understanding of what… Read more ›

The Greater Washington Society of CPAs has published “Availability and Liquidity Disclosure”, an article by Bhavin Patel, CPA, senior accountant at Councilor, Buchanan & Mitchell, to highlight one key determinant about the health of a not-for-profit organization. The article was published on GWSCPA’s Nonprofit Accounting Basics website, which provides current, up-to-date financial information for not-for-profit organizations. This is the first of two related articles by Patel; the second will be published in the near future. Patel also participates on GWSCPA’s… Read more ›

PDF: CBM Partner Julia Lafferty Elected to the Greater Washington Society of CPAs Executive Committee Julia Lafferty, CPA, a partner at Councilor, Buchanan & Mitchell and a director of the firm’s not-for-profit and employee benefit plan services groups, has been elected to the executive committee of the Greater Washington Society of CPAs (GWSCPA) effective July 1, 2022. This five-year commitment will incorporate several progressive leadership roles including annual service as secretary, treasurer, vice president/president-elect, president and immediate past president. During… Read more ›

Councilor, Buchanan & Mitchell is pleased to announce the following promotions effective July 1, 2022: Alain Pankopf, CPA – Supervisor Anne Hayes, MSF – Supervisor Bryan Klieber, CPA – Manager Christina Vacek, CPA – Supervisor Jamie Blum, CPA, CDFA® – Senior Manager Janice Wofford – Supervisor Chris Mills – Senior-in-Charge Claire Yuan, CPA – Senior-in-Charge Roger Harris – Senior Accountant Wendy Wang, CPA – Senior-in-Charge We wish Alain, Anne, Bryan, Christina, Jamie, Janice, Chris, Claire, Roger and Wendy well as they take on their new responsibilities. Councilor, Buchanan & Mitchell… Read more ›

PDF: Councilor, Buchanan & Mitchell Manager Amanda McWilliams Graduates from GWSCPA Margaret DeBoe Leadership Program  Amanda McWilliams, CPA, a manager of tax and client advisory and accounting services (CAAS) at Councilor, Buchanan & Mitchell, was recognized as a graduate of the Greater Washington Society of CPAs’ Margaret DeBoe Leadership Program at GWSCPA’s annual meeting on Wednesday, June 8. The program, founded in 2016 to recognize GWSCPA’s first woman president, provides in-depth educational programming and peer networking with other CPA firm… Read more ›

PDF: Councilor, Buchanan & Mitchell Recognized by the Montgomery County Council for 100 Years of Service Councilor, Buchanan & Mitchell (CBM) was recognized for its 100th anniversary by the Montgomery County Council on Thursday, May 26. Dan Weaver, president and managing partner of CBM, and partners Winnie Yang and John Comunale, received a framed proclamation from Council Vice President Evan Glass at a brief ceremony hosted at the Council’s offices in Rockville, Maryland, the seat of Montgomery County. “CBM is… Read more ›

Reema Patel, manager and co-director of Diversity – Professional Accountants and Advisors Transforming the Horizon (D-PATH), Councilor, Buchanan & Mitchell’s (CBM) internal diversity and inclusion group, published an article in the Spring 2022 issue of Disclosures, the membership publication of the Virginia Society of CPAs. Patel’s article, “Carving a Diverse Path: How One CPA Firm Developed a Program to Develop and Advance a Diverse Workforce”, shares how D-PATH began driving more intentional efforts to empower women and minorities through professional… Read more ›