Plano, TX – (April 13, 2021) – Whitley Penn Transaction Advisory Services Senior Associate, Julie Fleming, has passed her Certified Fraud Examiner™ certification exam. Fleming has nearly four years of mergers and acquisitions experience with additional experience in buy-side and sell-side transaction consulting for small businesses. She obtained her bachelor’s degree in Accounting from…
Dallas, TX (April 12, 2021) – Heidi Howard has joined Whitley Penn as the firm’s Marketing Manager. Howard has more than 14 years of significant marketing experience including event planning, digital marketing, and business development. “We are excited to have Heidi join as our Marketing Manager. Her wealth of knowledge and vast experience in the…
Odessa, TX (April 6, 2021) – Whitley Penn Tax Principal Peggy Dean, was recently named the 2020-2021 Mary Alice Tidwell Service Award Recipient by the Texas Society of CPAs Permian Basin Chapter. Dean was recognized at the chapter’s annual meeting on January 6, 2021. The Mary Alice Tidwell Service Award recognizes a TXCPA Permian Basin…
Fort Worth, TX (April 05, 2021) – Whitley Penn is pleased to announce that Jessica Sabedra, Human Resources Associate, will be honored as this year’s University of North Texas G. Brint Ryan College of Business Rising Star. Sabedra will be one of three UNT alumni honored this spring at the college’s annual gala. The gala,…
Houston, TX (April 1, 2021) – Whitley Penn Senior Tax Manager, Kristen Sayegh, has been named as the University of Houston-Victoria’s (UHV) Young Alumna of the Year by the UHV Alumni Association. The award is presented annually to a UHV graduate who is younger than 40 and is distinctly accomplished professionally or in their service…
Plano, TX (March 30, 2021) – Whitley Penn proudly announced that John Oden, Transaction and Advisory Managing Director, has been named a finalist for the D CEO 2021 Mergers & Acquisitions Awards. D CEO partners with ACG (Association for Corporate Growth)on this prestigious program which honors North Texas’ top business transactions and dealmakers. All finalists…
Dallas, TX (March 25, 2021) – Risk Advisory Services Partner, John Williamson CPA-CITP, CIA, CFE, CISA has earned the Certified Information Technology Professional credential from the AICPA. Williamson maintains experience in public accounting, internal audit and enterprise risk management. His practice emphasis is in operational and technology risk management, Systems and Organization Control (SOC) 1,…
Dallas, TX (March 23, 2021) – Whitley Penn has ranked #4 in the Dallas Business Journal’s North Texas Accounting Firms list making this the second consecutive year the firm has been listed in the top five. The list ranking is based off the number of local CPA’s in 2020. “It has been our honor to serve the North Texas…
Fort Worth, TX (March 16, 2021) – Whitley Penn has been named a “Top 100 Firm” by Accounting Today. The firm moved up the list of rankings from 41 to 37. The firm was also named among the “Pacesetters in Growth” as well as the second largest firm in the Southwest. “It is an honor…
Fort Worth, TX – (March 9, 2021) –Whitley Penn is pleased to announce that the firm has been named to the third annual class of Fort Worth Inc.’s Fastest Growing Companies in Fort Worth. The list is ranked by three-year revenue growth between 2016 and 2019. Companies were eligible to compete if they were for-profit;…