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THE WASHINGTON CPA
SPRING 2025
www.wscpa.org • memberservices@wscpa.org
Tel 425.644.4800
170 120th Ave NE Ste E101 Bellevue, WA 98005
BOARD OF DIRECTORS
Sarah Funk Chair
Joel Williams Vice Chair
Ed Ramos Treasurer
Richard Burger Mackey Secretary
Andrew Brajcich Immediate Past Chair
Kimberly D. Scott President & CEO
Jerrilyn Bogart
Jamie Hueners
Writu Kakshapati
Michaela Kay Kelly Nelson
Ursula Perkins Liz Redmond Jillian Robison Scott Rodgers David Togami
CHAPTER BOARD CHAIRS
Marcie McAllister Everett Area
TBD Seattle/Bellevue Area
Nick Fuller Spokane Area
Nick Braun-Lopez Tacoma Area
TBD Tri-Cities Area
Canada Segura Yakima Area
Wade Helms Yakima Area
MAGAZINE PRODUCTION
Jeanette Kebede Editor
Jennifer Johnson Art Direction
The Washington CPA is published by the Washington Society of Certified Public Accountants for its members. Views and opinions appearing in this publication are not necessarily endorsed by the Washington Society of CPAs.
The products and services advertised in The Washington CPA have not been reviewed or endorsed by the Washington Society of Certified Public Accountants, its board of directors, or staff.
The Washington CPA is published quarterly by the Washington Society of Certified Public Accountants, 170 120th Ave NE Ste E101, Bellevue, WA 98005. $12 of members’ annual dues goes toward a subscription to The Washington CPA
Periodicals postage paid at Bellevue, Washington and additional mailing offices.
Send address changes to The Washington CPA, c/o WSCPA, 170 120th Ave NE Ste E101, Bellevue, WA 98005.
The CPA profession is at an inflection point. Challenges in talent development, evolving technology, and the shifting landscape of leadership demand new approaches, bold thinking, and a strong community. That’s exactly what this year’s Membership Summit will be all about.
The Membership Summit is designed to be a rallying point for our profession’s future—and we need you there to be a part of the narrative. You’ll be inspired by thought leaders, change-makers, and dynamic professionals during this day of transformative conversations and groundbreaking insights.
The Power of the CPA Community
The day will kick off with a conversation that matters—where we’ve been, where we are, and where we’re going. WSCPA leadership will set the stage for a day that celebrates 120+ years of impact and lays the foundation for the next century.
What’s Your
“And”
with John Garrett
Every CPA has a story beyond their job title. Maybe you’re a runner, a musician, or a community volunteer. Whatever your “And” is, it’s what makes you unique and strengthens our profession. In this session, John Garrett, self-titled “recovering CPA,” comedian, and author of What’s Your “And”?, will explore how embracing your personal passions will create stronger connections and a more engaged profession.
Bonus: We’ll be leaning into sharing your “And” throughout the day. Let’s celebrate what makes WSCPA members like you more than accountants and CPAs—we want to know what makes you, you.
Unlock the Power of Your People
Retention is a top challenge facing organizations today, but Arel Moodie has the blueprint to change that. A bestselling author and dynamic leadership expert, Arel will introduce adult development theory, revealing the predictable stages of human growth that shape how we all think, work, and engage. By understanding these stages, you’ll learn science-backed strategies to maximize talent, build a thriving culture, and lead with greater impact. This isn’t just another leadership talk—it’s a game-changer for how you attract, retain, and empower your people. Don’t miss it!
Vision for the Future of the Profession
Mark Koziel, the new CEO of AICPA & CIMA, will close the day with critical insights into the trends, challenges, and opportunities that will shape the CPA profession in the years ahead.
Rounding out the day, you will get a glimpse of how artificial intelligence is reshaping the profession with Byron Patrick, hear leaders’ strategies and discover technology tools for overcoming today’s most pressing challenges. Plus, during our popular
Community Roundtable session you can share feedback to help shape the future of the WSCPA’s programs.
More Than a Conference—An Experience
This isn’t just about learning—it’s about connecting, celebrating, and elevating. We’re pulling out all the stops with an immersive Micro-Adventures lounge hosted by Visit Seattle Southside, interactive experiences, and surprises from our partners to make the day truly special.
"Informative and inspiring sessions!" said David B., past attendee
"Great program, fun and informative topics," shared Harold I., past attendee
While we’re streaming 4.5 hours of content virtually—the most we’ve ever offered—this event is designed to be experienced in person. Space is limited to 500 attendees, so don’t miss your chance to be part of the conversations shaping the future of the profession.
Easy Access, New Location
We’re making it easy to attend. The Hilton SeaTac is just minutes from Seattle-Tacoma International Airport with a free airport shuttle and direct light rail access. If you're coming from the South Sound or beyond, this venue is perfectly positioned for your convenience. Room blocks are available for those who want to come in early and connect before the event.
Together, we’ll turn challenges into opportunities, using the power of community and the prestige of our profession to build a future where CPAs don’t just keep up with change but set the standard for leadership and innovation.
REGISTRATION IS OPEN
• Register for your IN-PERSON seat at wscpa.org/summit2025
• Or Register for the Webcast (Annual Meeting portion only) at wscpa.org/ annual-meeting-webcast
GUEST SPEAKERS
Arel Moodie Core Four Stages of Adult Development Theory
John Garrett What's Your And? Telling the Stories Behind the Profession
Mark Koziel AICPA & CIMA CEO Professional Issues Update
Building an Exceptional Future: The Evolving CPA Profession
Sarah Funk, CPA, CGMA
OPPORTUNITY AHEAD
The momentum to modernize the CPA profession continues to accelerate across the nation. As industries evolve and financial landscapes shift, the profession remains committed to progress through collaboration, innovation, and an unwavering dedication to excellence. The foundation laid by those who came before us, coupled with the remarkable efforts of the Washington Society of CPAs (WSCPA) staff and key leaders working at the state and national level, ensure that we move forward with purpose and resilience.
Nothing will strengthen the future of the profession more than achieving the success of this transformation together.
One of the most significant advancements shaping the profession will be the adoption of alternative pathways to CPA licensure. With the leadership of the Washington State Board of Accountancy, we anticipate starting 2026 with a new, inclusive approach to licensure. This approach would provide an alternative to the traditional 150 hours plus one year of experience, introducing an option for individuals with a bachelor’s degree and two years of relevant experience. By broadening the avenues to licensure, we can attract a more diverse pool of talented professionals while maintaining the rigorous standards that define our field. (Learn more about alternative pathways to licensure on page 17.)
EMBRACING CHANGE
PROVIDING ALTERNATIVE PATHWAYS RETAINING TALENT
Expanding Opportunities and Elevating the Profession Expanding the CPA pipeline is a critical priority. The profession must continue to foster diversity, equity, and inclusion to attract top talent from all backgrounds. Providing expanded pathways to licensure is just one step toward this goal. Mentorship programs, targeted outreach efforts, and scholarship initiatives can further support aspiring CPAs, ensuring that the profession reflects the communities we serve.
Additionally, retaining talent within the CPA profession requires a focus on career development and work-life integration. As firms and organizations implement flexible work arrangements and prioritize employee well-being, they create environments where professionals can thrive. Leadership development programs and skill training also play a crucial role in preparing the next generation of CPAs to take on high-impact roles in finance, government, and industry.
Beyond traditional career advancement, firms must also recognize the evolving expectations of professionals seeking meaningful work and a sense of purpose. Providing opportunities for CPAs to engage in strategic initiatives, mentorship roles, and community impact projects enhances job satisfaction and fosters long-term commitment. Firms that actively support career growth through continuing education programs, certification support, and crossfunctional training create pathways for professionals to develop their expertise in emerging areas such as ESG (Environmental, Social, and Governance), data analytics, and risk management.
Moreover, embracing technological advancements in workflow automation and cloud-based collaboration tools allows CPAs to work efficiently while maintaining a better work-life balance. Remote and hybrid work models, coupled with wellness programs and mental health resources, demonstrate an organization’s commitment to its workforce. A culture that prioritizes employee development and flexibility not only strengthens retention but also enhances productivity and overall job fulfillment.
By fostering a workplace culture that values both professional excellence and personal well-being, the CPA profession can continue to attract and retain top talent while ensuring its relevance and leadership in an ever-changing economic landscape.
At WSCPA, we are committed to preparing our members along this journey. Through education, resources, and a focus on ethical implementation, we aim to ensure that every CPA is equipped to lead in this new era.
Your engaged membership and continued participation are critical as we continue embracing innovation, advocating for inclusive pathways, and championing the highest ethical standards. We are future-proofing the CPA profession for generations to come.
It has been an honor and privilege to serve as this year’s Chair of the WSCPA Board of Directors. The collective efforts of our members, the dedicated professionals serving on the WSCPA Board, and the multitude of volunteers engaged in CPA initiatives at the local, state, and national levels are truly inspiring. I extend my deepest gratitude to the talented and innovative WSCPA staff, whose commitment to excellence drives our success.
With so many exceptional professionals in our community, I am confident that we will continue to advance the profession in remarkable ways. By working together, embracing change, and fostering the next generation of CPAs, we are building an outstanding future—one that honors our profession’s legacy while boldly stepping into the opportunities ahead.
Whether you’re new to the profession or are already a seasoned pro, these career insights will help you find success and fulfillment in the accounting profession.
Carla McCall, CPA, CGMA
The accounting profession is undergoing a remarkable transformation. With the rapid advancement of technology, and new services that fall into our purview, certified public accountants (CPAs)—both new and seasoned professionals alike—are being called on to redefine their roles. This shift isn’t just about adopting new tools to get the job done—it’s also about embracing a broader perspective on the value CPAs bring to businesses and communities.
As the 2024-2025 chairperson of the AICPA, I’ve traveled the country to talk about the exciting changes in our profession, including our exploration of tools like ChatGPT and leadership in new services such as environmental, social, and governance (ESG) reporting. I’m a firm believer in the power of “and”—the combination of accounting with other skill sets. Whether it’s CPA “and” technology, CPA “and” teaching, or a specialization in areas like ESG, forensics, or financial planning, I believe we can unlock incredible potential by thinking about how our value as CPAs goes beyond the traditional view of accounting.
Warren Buffet once said, “Accounting is the language of business,” and as CPAs, we hold a unique responsibility. Our profession comes with an expectation of trust; the public relies on us. Trust underpins everything we do, and it’s essential that we embrace this role. Regardless of your specialization—be it audit, finance, tax, or technology—always consider yourself an advisor. Our true value lies in our expertise, advice, and ability to reduce client and company risk. We are, above all, trusted advisors. And with this comes valuable career benefits:
• Higher Earnings Potential: The CPA credential can lead to greater financial freedom—a goal we all strive for.
• Career Advancement: Being a CPA positions you for higher-profile jobs and leadership roles.
• Continuous Learning: Continuing professional education requirements ensure we as CPAs stay current, enhance our expertise, and maintain our credibility, which enables us to provide up-to-date, trusted advice and continuously add value for our clients and/or companies.
• Trusted Partnerships: We’re often the first point of contact for clients and chief executives facing business issues, highlighting our role as trusted business advisors.
To me, it’s never been more thrilling to be a CPA. The transformation within our profession has opened many new avenues for professional growth. Whether this is your first year in accounting or you’ve already lived through countless business cycles, there are some things you can do to make your career more rewarding and fulfilling:
1. Find Work That Gives You Meaning: There’s truth in the saying, “If you do what you love, you will never work a day in your life.” Explore and find what’s meaningful to you.
2. Forge Your Own Path: Don’t assume your career path must mirror others’ in your company. There are many ways to advance. Create a path that plays to your strengths and goals.
3. Take Risks: Don’t be afraid to try something new. Volunteer to lead initiatives, earn new credentials, and advocate for what you deserve.
4. Embrace the Power of “And”: Accounting is a valuable foundation, but combining it with other disciplines—like technology, finance, teaching, or specialized skills—can amplify your impact and create new opportunities for you to advance and grow in your career.
5. Value Emotional Intelligence: How we relate to people is everything in our profession. I suggest engaging in communication and public speaking courses and personality assessments. These will help you value differences and build strong soft skills and relationships.
6. Give Back to Your Community: We have the privilege of thriving in this profession, and with that comes the responsibility to give back. Use your success to make a positive impact.
7. Seek Mentors and Sponsors: Look for mentors both inside and outside your organization. Learn from those you admire and use them as sounding boards to grow.
8. Lift Others Up: Be a mentor or coach, helping others to improve and succeed. Our profession excels when we support each other.
Through my roles as chairperson of the AICPA and as managing partner of AAFCPAs, I’ve developed a unique viewpoint on the evolving dynamics within our profession. I’ve seen the incredible impact that a commitment to excellence, innovation, and human-first values can have on both individual careers and the profession as a whole. We have the chance to shape the future by fostering a culture of trust, innovation, and inclusion.
By integrating the opportunities that technology offers, the importance of a human-first approach, and the power of “and,”
we’re positioning the accounting profession for a future that brings continuous value, and for you, you’re setting yourself up for a fulfilling and meaningful career as a CPA at every stage of your journey.
"We are, above all, trusted advisors."
Reprinted courtesy of Insight, the magazine of the Illinois CPA Society.
2024-2025 AICPA Chairperson Carla McCall, CPA, CGMA, is the managing partner of AAFCPAs, a preeminent, 350-person CPA and consulting firm based in New England.
AI for Small Businesses: Impact and Sentiment
Marc Dovi
Editor's note: This article, reprinted with permission, was originally published on paychex.com on March 11, 2025.
Artificial intelligence (AI) is everywhere these days. Tech companies consistently launch new platforms or upgrades to existing models. Workplaces are abuzz with daily talk of AI and its impact, from productivity to privacy and from security measures to questions about job replacement. The pace nor the concerns have kept businesses of every size, from Fortune 500 companies to the mom-and-pop shops, from integrating AI in some way, shape, or form into their operations.
At the same time, states are proposing legislation to provide guardrails on AI for businesses, as well as protect their citizens. So, what are small-business owners’ and HR leaders’ thoughts on artificial intelligence? Surveying a little more than 1,100 smallbusiness owners and HR professionals at small businesses, the 2025 Paychex State of Small Business AI Report shares data and insights on the survey results.
The biggest find is that owners of small businesses—for this survey, those employing fewer than 500 people—are optimistic, with 72% expressing a somewhat positive to a very positive
attitude toward AI and 82% viewing AI technology as helpful to their business.
Not every respondent offered such praise, as 18% viewed AI as a threat. However, of those 18%, a hint more than one-quarter (26%) saw it as a threat because they said they feared being outpaced by competitors who could leverage AI more effectively.
“There is FOMO about not using AI,” said Beaumont Vance, senior vice president of data, analytics, and AI at Paychex. “However, I think businesses know that if they don’t adopt technology, they could get wiped out.”
Small business owners and their HR leaders seem to have embraced AI or at least the thought that the technology will benefit their business. Of those surveyed, 65% use artificial intelligence at work, with 61% using it daily. Seventy-six percent (76%) expected a moderate to significant impact in the next five years, and more than one-third (34%) anticipate significant transformation in their business.
Time Savings, Productivity, and a Key Driver
We know AI saves time. Just ask anyone who hasn’t had to wait on a phone to resolve a simple issue on their cell phone bill and, instead, got the answers required from an AI-powered chatbot in minutes. In fact, customer support is the overwhelming choice—at 64%—from respondents as to where AI is used most across their core business operations. The next five core operations are within percentage points of one another when it comes to AI use, between 34% and 42%, with employee retention lagging at 27%.
As for the use of AI across key business functions (departments), the survey found similar results as the core business operations: a key leader with 50% using it in HR and a clear function (sales and business development) in last place with 20% usage. In between were customer/client service, marketing, and IT.
Respondents using AI in their businesses said there have been positive impacts, with 66% citing increased productivity. The chart below highlights other benefits of AI use reported in the survey.
In a recent Paychex podcast, OpenAI’s latest feature release on ChatGPT—Deep Research—was a topic of discussion. Members of academia have returned positive reviews on Deep Research’s ability to return a greater volume of results in a fraction of the time. However, the host also said Deep Research was asked, “What jobs will OpenAI and Deep Research replace that humans are doing right now?” A few notable roles popped up, including job recruiters and tax preparers.
Accuracy, Privacy, and Security
In January 2025, the AI platform DeepSeek exposed more than 1 million sensitive records because of a misconfigured cloud storage instance that lacked proper access controls.
It’s not surprising, then, that the top concern for all business owners and HR leaders who participated in the survey is data privacy and security. However, it was only a concern for a little more than half of the respondents (54%), perhaps reflective of how high-ranking officials in the U.S. government ranked security as lower than cost and speed in their general assessment of DeepSeek’s overall performance.
What
concerns do you have about AI adoption in your business?
Data Privacy/Security
Cost of Implementation
Lack of Technical AI Skills
Ethical Considerations
Job Displacement
Other
The Paychex report also found that 31% of businesses surveyed stated data/privacy is their top reason for not adopting the technology. Nearly half (45%) of respondents had some concerns —and 17% flat-out did not trust—how tech companies use their data through AI products.
“For anything you do online, always ask the question of how they are protecting your data,” Vance said. “In many cases, your data will be stored and then shared and possibly end up on the Dark Web.”
Almost 9 in 10 respondents (87%) said that for them to trust and/or adopt AI tools at their business, it is very to extremely important that they trust the accuracy of the data source. Yet nearly 1 in 5 (18%) cite poor data as a key challenge they’ve
experienced while using AI. Members of Generation Z (32%) said this is a huge challenge.
“It’s just like providing your information online,” Vance said. “You should make sure you know who you are dealing with before trusting them. So, make sure you google the company and its data privacy policy.”
Investing in AI
Small business owners and HR leaders have a desire to level the competitive playing field, whether that is in recruiting talent, saving money, finding efficiencies, and more. So, when it comes to technology and its ability to help in those areas, survey participants are making a business investment in AI—and robustly. A majority (51%) of small businesses are spending between $1,000 and $9,999 a year. Even more—62%—of owners and HR leaders said they plan to spend between $1,000 and $9,999 on AI technology in 2025, while 90% overall plan to invest in some AI in 2025.
The business operations that small business owners and HR leaders plan to invest in throughout 2025 include customer support, finance and accounting, and marketing, but the business function at the center is HR (53%)—and the focus is on people. Respondents listed recruiting and payroll (both at 44%) as their top focus, but also emphasized investing in AI to help with onboarding new employees (41%) and employee retention (32%).
What If Small Businesses Need Help with AI?
Employers and HR leaders interested in enhancing the efficiency of how their business works and streamlining what their business works on have opportunities to use AI technology to facilitate the outcomes. There are a number of platforms to choose from, but Paychex’s Vance says small businesses looking to adopt AI or even expand upon its use should seek out the input of experts for help.
“Most people in business can’t keep up with AI technology to assess it,” Vance said. “And at this point, for the most part, AI is so general in its use rather than specific for many businesses. It is critical for businesses that plan to adopt AI and spend money on technology to do their due diligence. Identify the problem and look for the AI tech that can help you solve it.”
Learn More
• K2’s Artificial Intelligence for Accounting and Financial Professionals WEBCAST – May 16
• May 2025 AI Update: ChatGPT, Prompt Query & What's Coming WEBCAST - May 29
• Eight Strategies for Mastering the AI Wave ON DEMAND
• Introduction to AI and ChatGPT for CPAs ON DEMAND
Marc Dovi is a Senior Marketing Content Program Manager for Paychex. He writes about legislative and regulatory issues that impact compliance requirements, as well as trending topics that educate and inform business owners.
Best Practices for Maximizing AI: Seamlessly Integrating AI into Your Business Operations
Randy Johnston
AI has emerged as a transformative force in an era of rapid technological advancements. Considering the best practices for maximizing AI, the potential to revolutionize how we conduct business operations is astounding. As you delve into AI, you will discover how to align this technology with your core objectives and tackle challenges. Let’s dive into the strategies that will help you unlock the full potential of AI.
Setting Clear AI Objectives for Business Success
Identify clear objectives that resonate with your core business goals to make the most of AI. This approach ensures that your AI initiatives are purposeful and lead to tangible benefits, such as improved efficiency or enhanced customer satisfaction. By defining these objectives, you create a strategic roadmap that helps avoid costly misalignments and missed opportunities. Additionally, these objectives should address ethical and regulatory challenges and build stakeholder trust. This alignment is critical to driving innovation and growth.
Safeguarding Data Privacy in the AI Era
Data privacy and security should be at the forefront as you integrate AI. Mismanagement of sensitive data can lead to compliance risks and erode customer trust. Many of the population are concerned about AI’s impact on data privacy, underscoring the need for transparency and accountability. Implementing robust data protection measures and adhering to privacy regulations like the General Data Protection Regulation can help safeguard personal data and maintain trust.
Navigating Upfront Costs
Integrating AI involves upfront hardware, software, data preparation, and ongoing maintenance costs. However, these investments can lead to substantial long-term savings and an impressive return on investment. AI systems can enhance accuracy, speed, and decision-making, ultimately boosting operational efficiency. You can optimize cost management and maximize AI’s benefits by consulting with AI professionals.
Advancing AI Expertise Through an Online Degree
An online degree can deepen your understanding of AI technologies while offering a flexible learning schedule. Earning an online degree allows business owners to gain valuable skills and knowledge while managing their operations flexibly. Pursuing a degree in computer science not only covers AI but
also builds a foundation in IT, programming, and computer science theory—start by comparing online computer science degree options.
Empowering Your Team with Tailored AI Training
You must equip your team with the right skills to fully leverage AI. Developing a comprehensive AI training program tailored to various roles ensures that employees can effectively deploy and utilize innovative technologies. Customizing training balances theoretical understanding and practical application, empowering your workforce to harness AI advancements, improve productivity, and innovate business strategies.
Revolutionizing Customer Interaction with Chatbots
AI-driven chatbots can revolutionize your customer service by enhancing efficiency and personalization. These bots, equipped with natural language processing and real-time response capabilities, engage customers across multiple channels, addressing inquiries promptly. By managing repetitive tasks, chatbots free up human agents for more complex issues, ultimately boosting customer satisfaction and loyalty. Although human oversight is necessary, chatbots offer a cost-effective way to enhance customer interactions.
Steering Through AI Regulatory Waters
When integrating AI solutions, understanding and complying with regional regulations and data protection laws is essential. The regulatory landscape is complex and varies across jurisdictions, affecting data security and AI deployment. Compliance may involve impact assessments, particularly in sensitive sectors like healthcare and finance. International efforts like the Bletchley Declaration emphasize ethical AI usage and encourage global standards. Proactively adapting to these regulations can protect your operations from legal liabilities and enhance your market reputation.
In the evolving digital landscape, harnessing the power of AI can be the key to unlocking new horizons for your business. The journey may present hurdles when applying best practices for maximizing AI, such as ensuring data security and navigating complex regulations. Still, these challenges are stepping stones to creating a future-ready enterprise. By embracing AI with purpose, clarity, and ethical foresight, you are not just adapting to change but actively setting a new standard in business excellence.
WSCPA PEAK FIRMS
CURRENT PEAK FIRMS
NEW PEAK FIRM
The WSCPA Peak Firm program recognizes and awards special benefits to firms that sign up 100% of their eligible staff for WSCPA membership. Being a Peak Firm establishes you as a leader in the profession and provides an array of discounts and benefits.
Learn more and enroll your firm at wscpa.org/peak-enroll
Exclusive Benefits Include:
• Membership Dues Stay With Your Firm – Traditionally, WSCPA memberships remain with an individual, even if they leave your firm. When a member leaves a Peak Firm, we’ll honor your previous investment by providing FREE membership for the remainder of the membership year to your new hire.
• Easy Billing – Don’t get lost in paperwork—we’ll provide you with a single membership renewal invoice for all your employees.
• FREE In-House Training - Get 2.5 hours of personalized in-house training (valued up to $2,000), customized to meet the specific needs of your organization.
• FREE WSCPA Room Rental – One room per year, up to $1,200 value, subject to availability.
• FREE Job Listings – Up to two free listings on the WSCPA Job Board per year, additional listings at discounted member rate. Up to $200 value.
• FREE Passport Corporate Cards – All staff, members, and support staff/nonmembers; up to 30% of paid membership.
• Recognition – Your firm will be listed as a Peak Firm on the WSCPA website and social media, as well as in our magazine, The Washington CPA
• Receive a Peak Firm Logo – Display on your website to recruit staff and clients.
All benefits are for the membership year, June 1 - May 31.
Affinity Group CPAs & Consultants
Alegria & Company PS
Baker Tilly LLC
Brantley Janson Yost & Ellison
Clark & Associates CPA PS
Cook CPAs and Consultants, PLLC
Cordell Neher & Company PLLC
Dwyer Pemberton & Coulson PC
Eide Bailly LLP
Falco Sult & Co
FBCPA Group PS Inc
Finney Neill & Co PS
Gonzaga University Accounting
Greenwood Ohlund PS
Hellam Varon & Co Inc PS
Hunt Jackson PLLC
Hutchinson & Walter PLLC
Jacobson Jarvis & Co PLLC
James Russell PLLC
Johnson & Shute PS
Johnson Stone & Pagano PS
Kovarik & Kim PLLC
Larson Gross PLLC
Lodder CPA PLLC
Martin Bircher Thompson PC
McDevitt & Duffy CPAs
Moss Adams LLP
Newman Town PLLC
Nicholas Knapton PS
Norris Lutkewitte PLLC
Northwest CPA Group PLLC
Opsahl Dawson PS
Rekdal Hopkins Howard PS
Ryan Jorgenson & Limoli PS
Shannon & Associates LLP
Smith & DeKay PS
Starr & Leaf CPA Group PLLC
StraderHallett PS
Sweeney Conrad PS
The Doty Group PS
The Myers Associates PC
Vine Dahlen PLLC
Werner O'Meara & Co PLLC
Willet Zevenbergen & Bennett LLP
Your Financial Solutions LLC
Photo:
Alternative Pathways to Licensure Proposed
Nationally
Michael Nelson
On Tuesday, March 4, the AICPA and NASBA proposed updates to the Uniform Accountancy Act (UAA) that would allow for an alternative pathway to licensure and enhanced mobility.
The UAA is a model document written jointly by the AICPA and NASBA. In response to many states moving forward with rules and legislation that changed initial licensure requirements and mobility, the proposed changes in the UAA would provide a framework for states to adopt moving forward.
The proposal establishes three licensure pathways.
1. A post-baccalaureate degree with an accounting concentration, one year of experience and the passage of the CPA exam.
2. A baccalaureate degree with an accounting concentration supplemented by an additional 30 semester hours, one year of experience, and the CPA exam.
3. A baccalaureate degree with an accounting concentration, two years of experience, and the CPA exam.
The proposal also adjusts the mobility model that CPAs can use to practice in states outside of their licensing state. The
new model removes the substantial equivalency of state licensing laws and moves to an individual based model where mobility is granted to a licensed CPA based on their licensing in a state through a pathway as described above. There is also safe harbor language for current licensees who have the same mobility privileges.
This UAA proposal is open for public comment through May 3.
“These are the important issues we have been working toward in Washington state. With this proposal by the UAA and the anticipated adoption of this language at the end of the comment period, I am hopeful that all states can align on these important issues and move the profession forward,” said Kimberly Scott, President & CEO of the WSCPA.
In our state, the Washington State Board of Accountancy (WBOA) is in the rulemaking process to adopt individual-based mobility. The rule will be considered for adoption at the meeting of the WBOA on April 25. The WBOA has also created a workgroup to draft language around initial licensing. That work is ongoing but discussions have included the three pathways put forth in the UAA proposal. Kimberly Scott; Mike Nelson, WSCPA Manager of Government Affairs; and Tom Neill, CPA, AICPA UAA Committee, serve on this task force, along with WBOA members and licensees.
Mike Nelson is WSCPA Manager of Government Affairs. Contact Mike at mnelson@wscpa.org.
Meet the Nominees for the 2025-2026 WSCPA Board of Directors!
In accordance with Article VI of the bylaws, all nominees will be declared elected by the secretary at the annual meeting unless other nominations, supported by at least one percent of membership, are received by April 1, 2025. If a contest for one or more positions develops, an election for those positions will be held at the meeting. The 2025 Annual Meeting is scheduled for June 12, 2025.
Meet the Incoming Chair JOEL WILLIAMS, CPA
Term: 2 years, becomes Immediate Past Chair 2026-2027
Board service: since 2022
KELLY NELSON, CPA
Vice Chair
Term: 3 years, becomes Chair 2026-2027
Board service: since 2023
Joel Williams, CPA, is an Associate Director in KPMG’s Global Mobility Practice in Seattle. He has more than 20 years of experience in the global mobility industry. Joel has had the benefit of living and working in Riyadh, Saudi Arabia; London; and Houston during his career and has served clients primarily in the energy, financial and technology sectors. Joel is a leader within KPMG’s Global Mobility Services Innovation team, an interdisciplinary group of professionals that develops and delivers emerging technologies and creative solutions to help solve his clients’ challenges. His focus is on identifying ways clients can leverage AI to make their mobility programs more efficient and effective.
What is your biggest work pet peeve? My biggest work pet peeve is when people talk loudly in open spaces in the office. There are phone rooms for your conversation if you need to be on a call for more than a few minutes. By all means, make use of them!
Do you think zombies should be slow or fast? Zombies would have to be slow. They’re dead, so I would expect dead people to be at least a little slower than the living.
Joel in front of the Rome train station during a trip with his wife to the Mediterranean to celebrate their 25th anniversary.
Kelly Nelson, CPA, is the Managing Principal of the Seattle Business Unit of Baker Tilly Advisory Group. Her role in leading is to elevate, empower, celebrate and provide opportunities to the members of her team. She is passionate about creating a culture of inclusion and belonging and thoroughly embracing the diversity of thought that comes with professionals being their authentic selves in the workplace. Additionally, Kelly serves ultra-high-net worth individuals, family businesses and family offices. She demonstrates a rare ability to develop and maintain an overall plan for the family while preserving harmony among family members and across the generations.
How do you handle stress? I am pretty even tempered so I handle stress pretty well. Time cooking and baking are always a stress reliever for me but that also means time with my family to enjoy what I’ve created.
In your opinion, what is the best type of cheese? Any cheese that doesn’t smell like cheese is the best type for me. I don’t like my food to be “cheesified”. Yes, I’ve made up that word, but most people understand what I mean. You can’t remove the taste or smell from pungent cheese, but I do love non-smelly cheeses. Especially in enchiladas or on pizza.
Kelly with family at her son's wedding.
LIZ REDMOND, CPA
Treasurer
Term: 1 year (second term)
Board service: since 2023
RICHARD BURGER MACKEY, CPA, CIA, CFE
Secretary
Term: 1 year (second term)
Board service: since 2023
Liz Redmond, CPA, is the Sr. Director of Accounting at Vale Group. Liz graduated magna cum laude in 2009 from the University of Washington’s Foster School of Business with a bachelor’s degree in accounting and information systems. She started her career as an assurance associate with Ernst & Young and served public and private audit clients in the Pacific Northwest and Alaska. Liz joined Vulcan in 2011 and has led accounting and financial reporting functions supporting a range of divisions including commercial real estate, family office, and private foundations. In her down time, Liz enjoys spending time with her family and pandemic pup Junebug, planning summer camping trips, and coaxing out stubborn garden blooms in her shady Seattle yard.
What’s a mistake you made early on in your career, and what did you learn from it? Early in my career, I had difficulty with self-confidence and imposter syndrome. A leadership opportunity arose in my organization that would have been a significant promotion from my current position. I had a lot of support and encouragement from the team this new position would work with, but I also heard from one person who thought I wasn't ready. Going into the interviews, I lent more credence to the doubt of one person than the support of many. At one point, I remember telling the interview panel that they would be taking a chance on me in this position. The lead interviewer stopped the interview and said "Do not doubt yourself. You've earned this opportunity and deserve to be here." I think about this moment often, especially when I'm tempted to let the lone voice of doubt creep in.
What household chore do you put off doing the most? Washing windows, both in the house and in the car. It's a losing battle with a dog that loves to look outside and watch everyone passing by. The nose prints are a permanent fixture and I've just given up!
In September 2024, Liz and her mom took a trip to Greece, Croatia and Italy. "I love traveling together and can't wait for our next adventure," said Liz.
Richard Burger, CPA, CIA, CFE, has 20 years of financial, compliance and assurance experience and has demonstrated proficiencies in executing governance, risk, and control design reengineering across a diverse product/service portfolio involving a multitude of business functions. An experienced and trusted advisor, Richard can engage various stakeholders for managing risk governance. Prior to serving as a Senior Investigator at Microsoft, Richard served as a Compliance Program Manager and Audit Manager, and previously served the Boeing Company as an Auditor and Senior Analyst. Richard graduated from Seattle University with a Bachelor of Arts in Business Administration and Accounting and completed internal audit graduate coursework at Seattle University. Richard is a CPA, an Institute of Internal Auditors Certified Internal Auditor (CIA), and an Association of Certified Fraud Examiners Certified Fraud Examiner (CFE).
What’s a mistake you made early on in your career, and what did you learn from it? The only bad mistakes in life are the ones you don’t learn from. Failing a task or failing an exam doesn’t mean you learned nothing from the experience. (Acing an exam doesn’t mean you learned much, either!). Take the time after a failure to reflect on what went well and what you would do differently. Some of the most valuable wisdom and experience is born from our failures.
What household chore do you put off doing the most?
Laundry. My husband and I share the chores. He takes care of doing the laundry, and I take care of the dishes. Divide and conquer.
JENNY CRAVENS, CPA, MAC Director
Term: 3 years
Jenny Cravens, CPA, MAC, is the P.R. O’Shaughnessy Executive Professor of Accounting at Central Washington University, a position she has held since 2016. Prior to her teaching role, Jenny was the CFO for Cashmere Valley Bank, which capped a 25-year career in banking and finance. Jenny’s areas of expertise and instruction include risk management, governance, ethics, auditing, professional development, and financial accounting. Jenny has served on various fiduciary and advisory boards in the not-for-profit, healthcare, and educational sectors. When she is not teaching, Jenny enjoys outdoor sports, cooking, being with family and friends, and supporting her passion for tiny houses.
What’s a mistake you made early on in your career, and what did you learn from it? Not realizing that the key to meaningful, confidence-building success was to prioritize my needs and values over my goals and ambitions. I learned I can be good at things that aren’t good for me.
Are you a collector of something? I’m a collector of gnome friends. I have lots. I’m actually the official Human Ambassador to the Gnome Kingdom. Very coveted position.
BENJAMIN HALL, CPA, MPAcc Director
Term: 3 years
Benjamin Hall, CPA, serves as the Tax Director at Bumble Bee Foods, a global leader in shelf-stable and ready-to-eat seafood products. With extensive experience in corporate tax, he has held leadership roles across public and private companies. His expertise spans diverse industries, including healthcare, real estate, manufacturing, and consumer products. Benjamin specializes in corporate tax compliance and reporting, covering areas such as tax accounting, M&A, transfer pricing, credits and incentives, executive compensation, and general corporate tax planning matters. In his spare time, he enjoys traveling, gardening, and outdoor adventures.
How do you handle stress? When I’m feeling the most stressed, I retreat to quiet solitude, breathe fresh air, exercise and prioritize. I try to remember to keep things in perspective as well. Self-care.
Describe your perfect sandwich: A perfectly toasted artisan bread packed with warm meats & cheese, spicy, with plenty of veggies, and big enough to share.
Benjamin enjoying sailing through Montlake during the Seattle summer.
Paddleboarding on the coast of Ogunquit, Maine.
ANDREW PRATHER, CPA
Director
Term: 3 years
Andrew Prather, CPA, is an Audit Shareholder at Clark Nuber P.S. serving a wide range of not-for-profit organizations. He is a member of the firm’s governing Executive Committee and is also the firm’s Quality Control Director. Andrew has served as a volunteer with the AICPA’s Auditing Standards Board, FASB’s Not-for-Profit Advisory Committee, and is a regular speaker at WSCPA and AICPA conferences and webcasts. Outside of work, Andrew enjoys taking in shows at local theaters and traveling with family.
How do you handle stress? Put on some background music, either lo-fi hip hop or Classical KING streaming.
Are you a collector of something? Travel photos—they are my favorite souvenirs to bring home.
Andrew and Dinah
RACHEL ROSS, CPA
Director
Term: 3 years
Rachel Ross, CPA, is the Global Tax Director at Fluke Corporation in Everett, where she leads global tax execution, planning, compliance and transfer pricing. She has been with Fluke since 2017 and previously worked for 13 years at Deloitte. Rachel holds a master’s degree in taxation and a bachelor's degree in Business Administration from the University of Washington. She is an active member of the WSCPA Women’s Leadership Summit planning committee and resides in Edmonds with her family. In her spare time, she enjoys outdoor activities, trying new recipes, finding great restaurants and sweating out daily life stresses via HIIT (high-intensity interval training) and strength-training classes.
What advice would you give to a newly licensed CPA? Stay curious and try new things, even if it feels outside of your comfort zone. Also, ask questions to understand the “why,” as it’s just as important as understanding the “how”.
Do you think zombies should be slow or fast? Slow, so it gives you time to think, strategize and try to outrun them.
REMAINING ON THE BOARD
The following members currently serve on the Board and will continue serving in 2025-2026:
Chair: Joel Williams, CPA
Immediate Past Chair: Sarah Funk, CPA, CGMA
President & CEO: Kimberly Scott, CAE
Directors: Jamie Hueners, CPA
Michaela Kay, CPA
Ursula Perkins, CPA
Jillian Robison, CPA
Scott Rodgers, CPA, MSTax
David Togami, CPA
in front of Mont SaintMichel during their trip with the family to France.
Rachel kayaking with her dog on a lake in Washington.
Investing in the Future of the CPA Profession
The CPA profession has long been built on a foundation of integrity, expertise, and a commitment to lifelong learning. Accountants know that financial statements reflect a story behind the numbers.
They capture where we’ve been and where we’re going; just like the future of our profession, which is shaped by those who step up to support aspiring CPAs.
In recent years, we’ve seen continued challenges facing students and aspiring CPAs: rising education costs, the evolving demands of the profession, and a competitive job market that can make it difficult to attract and retain top talent. Despite these hurdles, our community of professionals continues to rise to the occasion, providing vital financial support, mentorship, and opportunities that empower future CPAs to succeed.
Through the generosity of our Foundation donors, we are building a strong pipeline of future leaders who will carry this profession forward. Your contributions help ensure that talented, driven individuals can pursue their CPA dreams without financial barriers standing in their way.
On behalf of the WSCPA and the future CPAs whose lives you’ve impacted, thank you for investing in the next generation. Your commitment makes a difference—not just today, but for years to come.
NAMED
SCHOLARSHIPS
& ENDOWMENTS
$5,000+
Clark Nuber Accounting Scholarship
DP&C Black Accounting Scholarship
Danielle Lyndes Legacy Scholarship from Baker Tilly
EY Accounting Scholalrship
George J. Waterman Memorial Scholarship
KPMG Accounting Scholarship
Moss Adams LLP Accounting Scholarship
PwC Accounting Scholarship
Roy J. Polley Memorial Endowed Scholarship
Sambataro Family Foundation Accounting Scholarship
Shimer Family/Deloitte Scholarship
Community Colleges of Spokane
Cook CPAs and Counsulting, PLLC
Newman Town PLLC
Rhodes & Associates PLLC
Whitlock & Forster LLC
SENIOR EXECUTIVES
CIRCLE $1,000-$2,500
Eaon Roberts Family DEI Accounting Scholarship
Jacqueline L. Davidson, CPA, CGMA
Jamielyn R. Hueners, CPA
Ken Tracy Accounting Scholarship
Sam L. and Elvera A. Heritage Scholarship
EXECUTIVES CIRCLE
$500-$999
Jerrilyn A. Bogart, CPA
Pat L Bohan, CPA, CGMA, CGFM
Jolene G. Cox, CPA
Kathleen M. Gatton, CPA
Richard D. Greaves, CPA
Kris L. Lambright, CPA, CGMA
Sandra J. Moss, CPA
Andrew Prather, CPA
Ed E. Ramos, CPA
Kimberly D. Scott, CAE
LEADERS CIRCLE
$250-$499
Dani L. Espinda, CPA, CGMA
Sarah K. Funk, CPA, CGMA
Mark A. Hugh, CPA
Elizabeth D. Masnari, CPA, CISA
Dr. Gerhard G. Mueller, PhD
Ursula A. Perkins, CPA
Elizabeth L. Redmond, CPA
Jillian M. Robison, CPA
Scott D. Rodgers, CPA, MST
Leslie A. Sesser, CPA
David H. Togami, CPA
SENIOR CONTRIBUTORS $100-$249
Allison Benabente, CPA
Adele B. Bolson, CPA
Kai F. Bottomley, CPA
David A. Brown
Joseph H. Choe, CPA
Bonnie L. Curran, CPA
Wesley L. Delaney, CPA
Christina J. Gehrke, CPA, CIA, CrFA
Charles E. Hallett IV, CPA, CGMA
Todd H. Hangen
Wayne E. Hays, MBA
Patricia A. Hernandez, CPA, CGMA, MBA
Gregg D. Jordshaugen
Michelle Kline, CPA
Sheila R. Lozan, CPA
Ping Lu, CPA
John F. Lynch, CPA
Louis H. Mills, CPA
David S. Nelson, CPA, CTRS
Kristine T. Nelson, CPA, MPAcc
Thomas P. Nicholas, CPA
Bradley C. Patton, CPA
Jack B. Person, CPA
Scott T. Petersen, CPA
Candice A. Pfluger, CPA
Stephen J. Reddaway, CPA
Gabriel D. Saucedo, CPA
Thomas P. Sawatzki, CPA
Joseph C. Smith
Peter J. Stirling, CPA
Karin G. Strong, CPA
Duy-Linh Ta, CPA
Benjamin J. Warren
SUPPORTING CONTRIBUTORS $1-$99
Todd S. Arkley, CPA
Diane Bingaman, CPA
Bruce E. Bixler
Gregg W. Blodgett, CPA
Dr. Andrew M. Brajcich, JD, LLM, CPA
William A. Braunberger, CPA
Rustin P. Brewer, CPA
Christine B. Brunner, CPA
Yasmin L. Caldwell, CPA
Rebecca A. Cates, CPA
Jay F. Cramer
Joseph P. Deacon, CPA
David E. DeGroot, CPA
Clifford M. Frederickson, CPA, CGFM
Dana L. Freeland, CPA, CFP
Maria-Elena Garcia-Zapata, CPA, CGMA, MBA
Bert R. Golla, CPA
Robert B. Gulrajani, CPA, CGMA, CFP
Flynn X. Huang, CPA
Arleen T. Ibay, CPA
Kraig A. Jones, CPA
Arthur Y. Kageyama, CPA
Raad T. Kattula, CPA
Michaela D. Kay, CPA
Kristin L. Knopf, CPA, MBA, MPAc
Jennifer S. Korten, CPA
Stroud W. Kunkle, CPA
Frank J. Kuntz, CPA, PS
Carol M. LaMotte, CPA
Carrie A. Martin, CPA
James K. McDirmid, CPA
Bruce I. Mitchell, CPA, MBA
Annette M. Moore, CPA
Mrs. Elizabeth A. Murphy, CPA
Hwan J. Perreault, CPA
James J. Rigos, CPA, JD, CMA
Donald L. Rodman, CPA, MBA
Lenore D. Romney, CPA, CFE, CVA
Harvey J. Rothschild III, CPA, MBA
Keenan A. Roylance, CPA
Richard H. Russell, CPA
Craig S. Ruthford, CPA
Cathy L. St. John, CPA
Susan J. Sanders, CPA
Morgan L. Schulte, CPA, CMA
Kevin R. Sell, CPA
Janis H. Simpson, CPA
William J. Smith, CPA, CFE, CIA
Harrison Tarbell
Linda M. Teachout, CPA
Susan L. Thomson, CPA
Mark E. Ulloa, CPA
Sharon I. Vik, CPA, MBA
Dorothy R. Wagsholm, CPA
Mike C. Watne, CPA
Sarah E. Whitaker, CPA
Aileen G. Zacarias, CPA
Clark Nuber PS
Cook CPAs and Counsulting, PLLC
Thank You, Contributors!
With your generous contribution to the Certified Public Accountants PAC we have continued to provide a strong voice for the profession and develop vital relationships with legislators.
As the only professional association advocating for CPAs in Olympia, your contribution ensures that the profession has a seat at the table as legislation moves forward. As many WSCPA members are tax policy experts, we have also provided a valuable resource to legislators as they consider the implantation and impacts of various tax proposals.
These contributors donated to the CPAPAC between March 2024 and February 2025.
Deloitte LLP (Seattle)
EY
HKP Advisors
KPMG LLP (Seattle)
Moss Adams PwC
Rhodes & Associates, PLLC
Sweeney Conrad, PS
AMBASSADORS CLUB $500+
Jolene G. Cox, CPA
Randy A. Howard, CPA
Raquel R. Nelson, CPA
Andrew Prather, CPA
ADVOCATES CLUB $100-$499
Kate L. Anderson, CPA
Bryan Avery, CPA
David A. Brown
Wesley L. Delaney, CPA
Dani L. Espinda, CPA, CGMA
Sarah K. Funk, CPA, CGMA
Daniel Hall
Mark A. Hugh, CPA
Michelle Kline, CPA
Kathryn L. Lapin, CPA
Elizabeth D. Masnari, CPA, CISA
CPAPAC MEMBER
Todd S. Arkley, CPA
Anna W. Au, CPA
Bruce E. Bixler
Pat L Bohan, CPA, CGMA, CGFM
Dr. Andrew M. Brajcich, JD, LLM, CPA
William A. Braunberger, CPA
Christine B. Brunner, CPA
Richard F. Burger Mackey, CPA, CIA, CFE
Rebecca A. Cates, CPA
Jay F. Cramer
Joseph P. Deacon, CPA
David E. DeGroot, CPA
Bert R. Golla, CPA
Rick H. Graham, CPA
William J. Graham, CPA
James K. McDirmid, CPA
Seth A. Milleson, CPA
Scott D. Murphy, CPA
Bea L. Nahon, CPA, CGMA
Kristine T. Nelson, CPA, MPAcc
Thomas P. Nicholas, CPA
Bradley C. Patton, CPA
Ursula A. Perkins, CPA
Scott T. Petersen, CPA
Christopher A. Pitts Davies, CPA, CMA
Susan B. Queary, CPA
$50-$99
Brady T. Hatfield, CPA
M. S. Heidema, CPA
Patricia A. Hernandez, CPA, CGMA, MBA
Teresa A. Herrin, CPA
Navzer R. Hormazdi, CPA, MSTax, MT
Arthur Y. Kageyama, CPA
Michaela D. Kay, CPA
Stroud W. Kunkle, CPA
Frank J. Kuntz, CPA, PS
Cheryl D. Lee, CPA
Louis H. Mills, CPA
Bruce I. Mitchell, CPA, MBA
Mark J. Morrissette, CPA
David S. Nelson, CPA, CTRS
Elizabeth L. Redmond, CPA
Ed E. Ramos, CPA
Jillian M. Robison, CPA
Scott D. Rodgers, CPA, MST
Kimberly D. Scott, CAE
William J. Smith, CPA, CFE, CIA
Karin G. Strong, CPA
Duy-Linh Ta, CPA
David H. Togami, CPA
Bill Reed, CPA, CGMA, MBA
James J. Rigos, CPA, JD, CMA
Donald L. Rodman, CPA, MBA
Craig S. Ruthford, CPA
Susan J. Sanders, CPA
Daniel J. Schroeder, CPA
Leslie A. Sesser, CPA
Jay T. Shilhanek, CPA
Janis H. Simpson, CPA
Susan L. Thomson, CPA
Mark E. Ulloa, CPA
Carol A. Woo, CPA
Marianna J. Willey, CPA CONTRIBUTORS
Clifford M. Frederickson, CPA, CGFM
Carrie A. Martin, CPA
Lenore D. Romney, CPA, CFE, CVA
Ralph Siegel, CPA
Azucena A. Wingard
ADVOCACY VOLUNTEERS
We'd like to extend a special thank you to these individuals who went above and beyond to assist with PAC and Hill Day efforts.
A selection of WSCPA CPE events scheduled May-August are listed.
To view all of courses and complete details, please visit the CPE & Event Catalog at wscpa.org/cpe.
Washington
State Tax Conference 2025
May 14 | Bellevue & Webcast | 8 credits
Immerse yourself in insightful sessions covering key topics such as the latest court cases and Antio, an Oregon tax update, a comprehensive legislative update, and an essential multi-state update session, where critical changes in state tax laws are explored.
Women's Leadership Summit 2025
May 22 | Newcastle & Webcast | 8 credits
The Women’s Leadership Summit is a transformative event that inspires women leaders at all stages of their journey. Sessions will focus on building meaningful communities, expanding networks, leading with purpose, and prioritizing self-care, giving you the tools to lead yourself, others, and your business with confidence. Join us for a day of empowerment and growth as we create stronger, more inclusive leadership.
Washington State Tax Conference 2025
May 15 | Bellevue & Webcast | 8.5 credits
Dive into comprehensive sessions covering critical topics such as Canada/US tax law, the latest updates on foreign trust regulations, and effective planning strategies with US trustees. Benefit from expert insights on Subpart F, Form 5471, inbound and outbound real estate, and detailed case studies tackling complex scenarios like 338G and the PE vs. EGI debate.
Spring Conference Networking Receptions
Can't attend a spring conference but still want to grow your professional network? Join us for an evening of networking and celebration at one of our post-conference receptions! Registration is now open at wscpa.org/spring-networking
Note: These events are open to all, whether or not you are attending the conference. No separate registration is required for conference attendees—this reception is already included in your ticket.
WE WALK THE TALK.
CAMICO knows CPAs, because we are CPAs.
Created by CPAs, for CPAs, CAMICO’s guiding principle since 1986 has been to protect our policyholders through thick and thin. We are the program of choice for more than 8,000 accounting firms nationwide. Why?
CAMICO’s Professional Liability Insurance policy addresses the scope of services that CPAs provide.
Includes unlimited, no-cost access to specialists and risk management resources to help address the concerns and issues that you face as a CPA.
Provides potential claim counseling and expert claim assistance from internal specialists who will help you navigate the situation with tact, knowledge and expertise.
Does your insurance program go the extra mile? Visit www.camico.com to learn more.
VOLUNTEER OPPORTUNITIES VOLUNTEER OPPORTUNITIES
Are you interested in using your CPA skills to make an impact in your local community, or do you know of a nonprofit organization needing help from a CPA? Find or submit an opportunity at wscpa.org/volunteer-opportunities
• Helping Link - Một Dấu Nối – new CHAMP Campus – new
• NAMI Washington
• Washington DECA
• Roosevelt Alumni for Racial Equity (RARE)
Office Space
Office Space Available – Seattle/Northgate. Office space available with full length windows overlooking the Northgate Mall and creek. Fully built with office, meeting room, waiting room and secretary room. On site free parking for clients. Signage available on 5th Ave. Near Northgate Light Rail Station and easy access to I-5. 530 sf to 602 sf. $22-$24/sf NNN. We offer move-in incentive. Call 206-660-4965 for showing or email: northgatepcsue70@gmail.com for more
Mergers & Sales
IBA Sells Privately Held Companies: Do you represent a client who is ready to retire or has taken a company as far as they want to or can? IBA is the Pacific Northwest’s oldest business brokerage (M&A) firm. We are professional negotiators with over 4,300 completed transactions. Please contact us if we can be of assistance at 425.454.3052, 509.907.9406, or www.ibainc.com.
Established Renton CPA Firm for Sale Fullservice CPA firm, established in 1975, looking to sell. Gross in excess of $800k. Experienced staff. Owner available to assist with transition. Contact Robert McCorkle, bob@mccorklecpa. com or 425.228.6133.
Have a Client/Owner Ready to Explore the Business Sale Process? We help owners confidentially explore the sale process. Transaction expertise, market knowledge, and results. 100% performance-based fees - owners pay only at closing. Business owners are experts on their business. We are experts on the process of selling a business. Call 206.703.3555 for a confidential, no commitment consultation. Check out resources and learn more at wabusinessbrokers.com. Put our experts to work for you!
Northern Olympic Peninsula Firm for Sale! With over 20 years of experience, Accounting Biz Brokers specializes in the sale of accounting firms and tax practices. Selling your accounting firm is complex. Let us make it simple. Contact Kathy Wilson, admin@acountingbizbrokers.com, or 501.285.2552.
Are you ready to sell your practice for top dollar? Private Practice Transitions specializes in guiding owners through every step of the process—from valuation to closing. Our expert brokers ensure a smooth, profitable sale with a 100% success rate. Services include confidential marketing, buyer vetting, and deal structuring to maximize value. Not yet ready to sell but curious about the value of your practice? At PPT, we offer a Broker’s Opinion of Value service. Our Opinion of Value (OOV) provides a comprehensive and unbiased assessment of your practice’s market value, ensuring you have the knowledge you need to make confident, strategic decisions. Contact us today at (253) 509-9224 or visit privatepracticetransitions.com to get started!
Thriving King County Tax Accounting Practice (1236) Established in 2013, this successful practice has provided a wide range of tax and accounting services to both business and individual clients. At this time, there are 920 total clients. The Practice’s service by revenue breakdown is 81% tax and 19% accounting. In 2024, the Practice brought in over $2.2M in gross receipts. The Practice’s success can largely be attributed to its established name and loyal clients who have grown to trust the services it provides. The practice currently employs eleven (11) individuals, including the owner, who is willing to provide transition assistance and help with goodwill transfer, business development, and other “mentoring” functions for an agreed-upon period of time. To take advantage of this exciting business opportunity, call us at 253.509.9224 or email info@privatepracticetransitions.com.
