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DFK News

20 01 2022

Johnson Lambert Welcomes Rachel and Tim to the Partnership in 2022


Johnson Lambert LLP is pleased to announce that Rachel Ferguson, CPA and Tim Flaherty, CPA have been named Partners, effective January 1, 2022. Rachel and Tim embody leadership not only within the firm but also in the communities and the industries they serve.

Rachel joined the firm in 2010 and is a University of Florida alum. Focused on serving the insurance industry, she is a frequent leader of specialized training sessions at industry conferences and seminars, Johnson Lambert’s OnDemand Learning, as well as an instructor during internal firm trainings. She is involved in both the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of CPAs. As an active member of the Insurance Accounting & Systems Association, Inc. (IASA) since 2010, Rachel has served as Director of Professional Development Education and is a member of various national volunteer committees including the Executive Education Committee and Women in Leadership Committee. Locally, she’s a Board member of the IASA Sunshine Chapter and served as president from 2017 to 2018. Furthermore, she received the IASA Chapter Volunteer Excellence Award and was featured in IASA’s First Annual “Top 30 Under 30” in 2016. Rachel was also selected for the 2021 Class of Emerging Leaders and invited to attend the Emerging Leaders Conference hosted by the American Property Casualty Insurance Association, the Insurance Careers Movement, and AM Best. Within the firm, Rachel is a member of the Diversity, Equity, and Inclusion (DEI) Committee, and she works on various quality control initiatives. She also has been participating in the three-year Emerging Leaders Academy program conducted by Upstream Academy.

Tim joined Johnson Lambert in 2011 and serves all of the firm’s niches: insurance companies, nonprofit organizations, and employee benefit plans. He is a recurrent speaker on audit and accounting topics at industry conferences and seminars. An Illinois State University Alum, Tim is a member of the AICPA, Association Forum of Chicagoland, Illinois CPA Society, and the Illinois CPA Society Young Professionals. From 2017 to 2018, he served as the Midwest Chapter President for IASA, where he also served as the Midwest Chapter Secretary, Treasurer, and Vice President. On a national level, Tim serves on the Professional Development Sub-committee and the Annual Conference Program Committee  He also has served as a member of the Illinois CPA Society’s Not-for-Profits Technical Committee. In addition, he is a co-founder and board member of LEADZ Networkers of Naperville. Similar to Rachel, Tim was selected for the 2021 Class of Emerging Leaders and invited to attend the Emerging Leaders Conference hosted by the American Property Casualty Insurance Association, the Insurance Careers Movement, and AM Best. Additionally, he was named on the 2019 “Emerging Leaders” list by the IASA.

Learn more about Johnson Lambert here

19 01 2022

CBW welcomes new VAT Partner, Sandy Cochrane


Sandy joined CBW on 4 January as VAT Partner which further strengthens CBW’s VAT team. Sandy will become the fifth Partner in the CBW tax team, joining Tom Adcock, Head of Tax, and Tax Partners: Michaela LambToby Hermitage and Martina Fitzgerald.  

Sandy’s career in VAT, which spans nearly 35 years, has an unusual split between working over 13 years in industry, and a further 20 working in practice. Before joining CBW, Sandy worked in some of the top ten accountancy firms, supporting large multinational corporations, as well as OMBs, with all their UK and international VAT requirements. There are few people in Sandy’s position in the UK who can rival the experience of having worked both in industry and in practice, and who have that deep understanding of VAT from both sides. 

Sandy’s wide-ranging experience within VAT means she has been able to advise across every sector, with both domestic and cross border issues. She has a particular specialism in dealing with clients within the travel and tourism, property and financial services sectors.

Sandy joins CBW to further strengthen its award winning tax team. Sandy’s arrival will support CBW’s larger clients who have international structures and, due to the nature of the sectors that they sit within and jurisdictions in which they operate, have more complex VAT and tax requirements. The ongoing growth of CBW’s tax team reflects the demands of its client base, and as a full service firm and a member of DFK International, the 7th largest association worldwide of independent accounting firms and business advisors, CBW rivals many of the larger firms in its ability to support multinational clients. 

Tom Adcock, Head of Tax at CBW said: “There are few individuals who can match the talents that Sandy has when it comes to VAT, both in her highly technical abilities but also the way in which she works with her clients. The experience that Sandy brings with her to support our UK and cross border clients is very exciting, and will help us with our continued growth.”

Sandy Cochrane: ““I am excited by CBW’s client base and the opportunity for me to support some of CBW’s larger and fast growth clients. DFK International also means that we can look after international clients with highly complex VAT issues with complete confidence. I am excited to join a team of such talented individuals and the hands on approach that CBW gives to its clients reflects the way I also like to work with my clients.” 

For more information and to contact Sandy, please view her full CBW profile. 

10 01 2022

Award Success for Plizz


An accounting and tax firm in Thailand is celebrating after being named Xero Asia Partner of the Year.

DFK Member Firm, Plizz, based in Bangkok, has been awarded the accolade by Xero in recognition of its efforts to support the software company to expand into Thailand.

Xero is entirely cloud-based accounting software for small businesses which has more than 2.7 million subscribers globally.

The platform is not currently tax compliant in Thailand which inspired Plizz to develop its own plugin to make it compliant so that the firm could use it to generate tax reports for its rapidly growing customer base.

The plugin is now being used by other accounting firms across the country so that they can also benefit from Xero.

Plizz is now looking to develop the plugin further and plans to roll it out for other non-compliant accountancy software in the future.

Plizz was founded in 2015 and provides accountancy and tax services to SMEs across Thailand and overseas.

It has a team of 25 employees, and has been a member of DFK International since 2018.

Xero is the accounting platform of choice for DFK International member firms and their clients after a three-year global agreement was signed earlier this year.

Benoît Meneau, CEO and co-founder of Plizz, said: “We are extremely pleased to be named Xero Asia Partner of the Year 2021.

“It’s fantastic recognition for the firm, and demonstrates that we are keen to use our skills and expertise to ensure we can utilise the latest technology to provide the very best tailored support to our clients.

“The award is also thanks to DFK’s global agreement with Xero which puts the platform at the forefront of the association’s strategy.

“Xero is used worldwide so this award is something that will resonate in other countries, and we hope that it will help us attract both international clients and talent as we continue to grow the business.”

 

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