Here is what the firm has been up to since our last newsletter.
Promotions / New Hires:
We are excited to announce our recent promotions! Heather Fullagar was promoted to Tax Manager, Adrienne Collins to Audit Manager, and Andrew Olson to Senior Tax Associate.
We’ve also welcomed several new hires to the team over the past few months. Jonathan Gilmore joined as a Senior Tax Associate on July 31, followed by Vinay Ettkepalli and Kristen Pate, who both started on August 1 as a Tax Associate and Audit Associate, respectively.
Kyle Eskens came on board as a Senior Audit Associate on August 26, and Josh Ludwig joined us as a Senior Tax Manager on September 3rd.
Conferences / Seminars / Events:
On August 1, we gathered at Dave and Busters in Cary for our Whole Company Alignment. The day’s theme, “Set Sail,” was a fun way to celebrate our progress, and after the meeting, we split into teams and participated in a scavenger hunt!
Volunteerism/Community Events:
We continued our commitment to volunteerism by helping out at the CHCCS Public School Foundation’s Teacher Supply Store on August 21st and 22nd. Our team assisted with setup, cleanup, bagging, and even worked as cashiers to support local teachers.
Office Happenings:
In the office, we celebrated the September 15 tax deadline with a much-needed happy hour, including a virtual trivia contest!
Our recruiting efforts have been in full swing, as we attended events at UNC-Chapel Hill, UNC-Greensboro, ECU, North Carolina A&T, UNC-Wilmington, Elon University, NC State University, and Meredith College. Next month, we’re looking forward to visiting Campbell and Wake Tech.
Some of our team members also took a quick break between tax deadlines to explore the Bourbon Trail in Kentucky!
Additionally, the Business Advisory Group held their first annual retreat on September 10, where they discussed technology updates, year-end planning, and strategies to enhance client service. The day wrapped up with a fun team-building activity at Escape on Purpose!
Birthdays:
August 2nd | Cristina Scamardella |
August 10th | Derek Haenke |
August 17th | Susan Puryear |
August 20th | Heather Fullagar |
August 27th | Justin Stremme |
August 28th | Vinay Ettkepalli |
September 4th | Laura Bennett |
September 8th | Deetra Watson |
September 26th | Kristen Pate |
Anniversaries:
Rob Lewis | 26 years |
Deetra Watson | 19 years |
Ben Johnson | 12 years |
Joe Beaudin | 10 years |
Katie Ledford | 7 years |
Adrienne Collins | 6 years |
Jude Bewlay | 6 years |
Zach Waddell | 5 years |
Heather Fullagar | 2 years |
Derek Haenke | 2 years |
Logan Miller-DeBrosky | 2 years |
Cristina Scamardella | 1 year |
Shane Morris | 1 year |