Modesto CPA firm promotes three new shareholders | AccountingWEB

Modesto CPA firm promotes three new shareholders

Grimbleby Coleman CPAs, Inc., an accounting and business advisory firm headquartered in Modesto, California, has just announced the promotion of three firm members to the role of shareholder.

In their new role, Jeff Bowman, CPA, Colleen Meenk, CPA, and Nathan Miller, CPA, will continue to supervise staff, provide high-level client services, review tax returns, and help clients plan and review transactions from a tax and financial perspective.

Each shareholder brings unique talents to the management team. Bowman, who has an MBA in entrepreneurial studies, sees his tax work as a great point of entry for helping clients address their critical business issues. He’s happiest when he’s out and about learning about the fascinating success stories of businesses all over the San Joaquin Valley.

Miller enjoys helping his clients broaden their understanding of financial concepts so they can take their business to the next level. He often works with members of their finance team to help them grow into leadership roles so they can contribute more to their business success.

Meenk is the firm’s quality maven. She often takes the lead on processes, procedures, and training for team members to ensure that no tax deduction goes unclaimed. She also has experience doing almost every role in a closely held business and she applies her unique insights to every client interaction.

Grimbleby Coleman (GC) has been serving the Central San Joaquin Valley since 1973 and is known for its focus on not just the numbers, but on the people who give them meaning. These promotions are one way the firm can acknowledge the contribution of the shareholders and everyone on the team who has made it possible for them to succeed.

The firm has made numerous changes in the last year, including a successful merger with Dunker & Aced, a new marketing and branding project culminating in a new Web site, and now it has three new shareholders.

“Our firm has been very fortunate to have both great clients and wonderful employees,” Clive Grimbleby said. “Each of these new shareholders has shown their commitment to our core values and to the interests of our clients. As owners of the firm, they will help ensure that our firm and its culture continue to thrive far into the future. We couldn’t be more proud of these three and the rest of our staff.”

Wait, there's more!
There's always more at AccountingWEB. We're an active community of financial professionals and journalists who strive to bring you valuable content every day. If you'd like, let us know your interests and we'll send you a few articles every week either in taxation, practice excellence, or just our most popular stories from that week. It's free to sign up and to be a part of our community.
Premium content is currently locked

Editor's Choice

WHAT KIND OF FIRM ARE YOU?
As part of our continued effort to provide valuable resources and insight to our subscribers, we're conducting this brief survey to learn more about your personal experiences in the accounting profession. We will be giving away five $50 Amazon gift cards, and a $250 Amazon gift card to one lucky participant.
This is strictly for internal use and data will not be sold
or shared with any third parties.