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.”

You may like these other stories...

Here's a CPA who truly walks the walk. On March 15, Frank Ryan, CPA, departed San Diego, California, with plans to be in Ocean City, Maryland, by July 2 to teach a course at the Maryland Association of CPAs’ (MACPA...
When Theodore J. Flynn first joined the Massachusetts Society of CPAs (MSCPA) in 1970, it was a different world and a different profession.  The "Big Eight" were still headquartered in Boston. Vietnam War...
Accountant Rickey Charles Goodrich had it a little too good. Many bean counters would kill to serve as financial guru to the likes of Pearl Jam. Goodrich was hired in 2005, and the following year, he became the CFO of Curtis...

Upcoming CPE Webinars

Jul 23
We can’t deny a great divide exists between the expectations and workplace needs of Baby Boomers and Millennials. To create thriving organizational performance, we need to shift the way in which we groom future leaders.
Jul 24
In this presentation Excel expert David Ringstrom, CPA revisits the Excel feature you should be using, but probably aren't. The Table feature offers the ability to both boost the integrity of your spreadsheets, but reduce maintenance as well.
Jul 31
In this session Excel expert David Ringstrom helps beginners get up to speed in Microsoft Excel. However, even experienced Excel users will learn some new tricks, particularly when David discusses under-utilized aspects of Excel.
Aug 5
This webcast will focus on accounting and disclosure policies for various types of consolidations and business combinations.