Category: News

We recently were treated to a visit from Kajira K. Mugambi, the CEO of Village Hopecore International.  Our very own Daryl Petrick serves as chairman of their board of directors.  This worthwhile organization provides clean drinking water, hand washing stations, and mobile health clinics to 200 schools in Chogoria, Kenya.  In addition, they have a micro-finance program that provides $600 loans to villagers to enable them to start a business.

 

 

[Stockton, CA] The newsletter of the accounting profession, INSIDE Public Accounting (IPA), has announced that a Stockton CPA firm, Bowman & Company, LLP, has received national recognition as one of 50 Best of the Best Accounting Firms in the United States. This is the fourth consecutive year Bowman has achieved this distinction. Bowman & Company was also named one of 2018’s Fastest-Growing Firms and one of the largest 300 firms.

“Bowman & Company is honored to be listed among the nation’s best accounting firms,” said Daryl Petrick, partner. “We have built a strong team of professionals serving a diverse client base. Our firm honors the character traits that are deeply embedded in our region, such as hard work, independence, and integrity.”

The Best of the Best recognition honors CPA firms across the country for their overall superior financial and operational performance on more than 50 criteria. The Best of the Best firms represent the top 10 percent of all firms that participated in the 2018 IPA Survey and Analysis of Firms. The right combination of planning, strategy and execution distinguish the Best of the Best firms in the U.S. and Canada. This is the first year Bowman & Company has received all three designations.

“Most firms don’t aspire to be average. Best of the Best firms are the peer group to which progressive firms aspire,” says Michael Platt, principal of the Platt Group and publisher of IPA. “In presenting the results of the IPA Best of the Best, we are proud to continue the tradition of expanding the imagination and the understanding of what is possible to achieve in running a public accounting firm.”

Bowman & Company has been serving a diverse group of clients since 1949. The firm has eight partners and employs over 55 accountants and support staff. It has earned a reputation for providing innovative, forward-thinking tax planning strategies, consulting services, and audit and accounting services in a personalized way. Bowman’s principal clients include family-owned businesses, high net worth individuals, agricultural interests, wineries, vineyard owners, real estate owners, affordable housing developers, construction contractors, nonprofit organizations and employee benefit plans. For more information about Bowman & Company, please visit cpabowman.com.

 

 

 

Contact: Jeanne M. Russick, CPA
jrussick@cpabowman.com
209-473-1040

LOCAL ACCOUNTING FIRMS TO MERGE

Bowman & Company, LLP, Stockton’s largest accounting firm, is pleased to announce that The James Company, an Accountancy Corporation, will merge with Bowman effective November 1, 2017.

John James grew up in Stockton and earned his Bachelor’s Degree in Business from California State University, Sacramento. During his time at Grant Thornton, James was in charge of the Stockton Tax Department and was a member of the Grant Thornton National Tax Advisory Board. John James started The James Company, an Accounting Corporation, in 1996.

John James approached Bowman & Company several years ago because he wanted to find a home for his clients for the day when his eventual retirement comes. “We both have similar work styles and after a lot of great discussions, we decided this would be a good fit,” said Partner Jeanne Russick. John James will be a Principal of Bowman as his clients and staff transition into Bowman & Company’s hands.

Bowman & Company has been serving a diverse group of clients since 1949. The firm has eight partners and employs over 50 accountants and support staff. Bowman is distinguished from its competitors by the longevity of its clients and staff. It has earned a reputation for providing innovative, forward-thinking tax planning strategies, consulting services, and audit and accounting services in a personalized, fun way. Bowman works with family-owned businesses, high net worth individuals, agricultural interests, wineries, vineyard owners, real estate owners, affordable housing developers, construction contractors, nonprofit organizations, and employee benefit plans.

2017_Best_of_the_Best_Print[Stockton, CA] The newsletter of the accounting profession, INSIDE Public Accounting (IPA), has announced that a Stockton CPA firm, Bowman & Company, LLP, has received national recognition as one of 2017’s Best of the Best Accounting Firms.

“Bowman & Company is honored to be listed among the nation’s best accounting firms,” said Daryl Petrick, partner. “We have been blessed to build the firm on a strong foundation that values the character traits of our region. We are disciplined, hard-working, independent, and responsive to the needs of our clients and team members. Our growth has been organic and honors the commitment that our firm has always made to treating people well.”

The Best of the Best recognition honors 50 CPA firms across the country for their overall superior financial and operational performance on more than 70 criteria. The right combination of planning, strategy and execution distinguish the Best of the Best firms from among more than 580 firms that were considered for the honor.

“Best of the Best firms excel by achieving the delicate balance of focus on culture, clients, team, and financial results,” says Michael Platt, principal of the Platt Group and publisher of INSIDE Public Accounting. “Best of the Best firms are judged on dozens of metrics that truly take a holistic view of success.” Bowman has achieved this distinction for three years in a row. IPA also revealed that Bowman was one of the highest scoring five firms in the western United States.

Bowman & Company has been serving a diverse group of clients since 1949. The firm has eight partners and employs over 50 accountants and support staff. It has earned a reputation for providing innovative, forward-thinking tax planning strategies, consulting services, and audit and accounting services in a personalized, fun way. Bowman’s principal clients include family-owned businesses, high net worth individuals, agricultural interests, wineries, vineyard owners, real estate owners, affordable housing developers, construction contractors, nonprofit organizations and employee benefit plans.

The Bowman & Company tradition of Fun Friday 2017 was celebrated on April 7.  The theme for this year’s festivities, a child’s birthday party, was inspired by the recent birth of Cedric to  Shin (Sr. Accountant)  and Jerry Liu. The games had to be moved inside due to weather, but enthusiasm for the yearly event was definitely not dampened by the weather.

The first activity was creating a birthday card for Cedric. Staff taped, stickered and colored in order to produce the most creative card in the through the first activity.0I7A0118

Next up were the competitions: a classic game of Pin the Tail on the Donkey and a yo-yo contest.  A cadre of judges made sure blindfolds were on and that contestants were appropriately spun around (translate completely dizzy) before pointing them toward the donkey.  Should you ever need an accountant with yo-yo skills, you can be assured Bowman has them!

Dan Phelps shows us all how to pin the tail on the donkey.

What would a party be without entertainment? Bowman spared no expense to supply employees to deliver jokes, play air guitar and a put on a dancing exhibition.  Team Blue had some awesome dance moves!

Team Blue had some awesome dance moves!

While the judges debated scores for each team, a lunch from Chick-fil-A was enjoyed by all. When the points were tallied (and all the penalty points deducted) the “official” winner was declared to be the Team Yellow, consisting of Yoni, Colleen, Dan, Susan and Nick.

Team Yellow were declared the "winners" of Fun Friday 2017.

This 13th year of competition brought a well-deserved and much appreciated break to the staff who are all back in their offices focusing on getting to this year’s tax deadline. Pretty sure we heard “wait til next year!” as everyone headed back to work after a very Fun Friday!

Selfie time!

We  were privileged to celebrate Pam Pichi’s 14,600 days of employment (40 years) at Bowman & Company last Friday night. Pam refers to Bowman as her “forever work home”, and we’re truly thankful it has been!  The partners and staff shared stories and examples of what makes Pam the invaluable lynch pin at Bowman.  The pics of the younger staff raising their hands were those who weren’t even born when Pam began working at Bowman – about half the room of 50+ employees.

Thank you Pam for not only all you do (and have done), but for the kindness and professionalism you exhibit in everything you do. This firm is made better by your presence!

San Joaquin County’s largest locally-owned accounting firm, Bowman & Company, LLP is proud to announce that Ryan M. Dingler has been admitted as a partner of the firm, effective January 1, 2017. Dingler is a 2004 graduate of UC Santa Barbara and has been licensed as a CPA since 2009. Ryan specializes in taxation and accounting of real estate and construction, agricultural interests, family-owned businesses, and high net worth individuals. He, his wife Lindsay, and children Alexandra and Trent reside in the Lodi wine country.

Bowman & Company is listed among the largest 300 accounting firms in the United States, and has been named among the 50 “Best of the Best” firms nationally in both 2015 and 2016 by an industry trade publication. The firm’s 50 team members serve the tax and accounting needs of many of the area’s most notable businesses and families. The firm was founded in 1949 by one of the pillars of the Stockton business community, Herbert H. Bowman. Dingler becomes the 23rd partner in the 67-year history of the firm.

 

Join with us, clean out a closet and help keep someone warm this winter! We are collecting new and gently-used coats for those who are in need during this chilly season of the year. We have high expectations and hope you’ll help us meet our goal of filling (at least) this donation box; as you can see, the donation box isn’t even close to filled so we have plenty of room to add YOUR donation.

The coat drive is being done in cooperation with Quick’s Glass Service and Stockton Auto Glass in Stockton. Coats can be dropped by our office at 10100 Trinity Parkway, Suite 310 before December 16.  If you have a large donation and need help getting it brought in, give us a call at 473-1040 so we can help.

All coats will be donated through St. Mary’s Dining Room.coat-drive

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One of the hallmarks of Bowman & Company is its’ participation and leadership in the Central Valley. That’s why receiving the Community Foundation of San Joaquin’s Community Partner Award was such an honor.

The award, given at an annual dinner hosted by the Community Foundation of San Joaquin (CFOSJ), recognized both the firm’s work in accounting, auditing and consulting services as well as our philanthropic participation in the community.

Specifically named in the resolution was the firm’s sponsorship of, and participation in, the Community Philanthropy Summit, an annual event to provide leadership, promote a culture of giving and creating resources that address the needs of our community.  Daryl Petrick, CPA and Partner, was recognized for his contributions as a member of the Summit Steering Committee.

Congratulations to the Bowman & Company team on receiving this award!

 

 

top 100 2011   2016_Best-of-the-Best_WEB

The newsletter of the accounting profession, INSIDE Public Accounting (IPA), has announced that a Stockton CPA firm, Bowman & Company, LLP, has received two national designations. They have been recognized as one of 2016 Best of the Best Accounting Firms, and ranked amongst the nation’s 300 largest accounting firms.

“Bowman & Company is honored to be listed among the nation’s best accounting firms,” said Daryl Petrick, partner.  “We have worked hard to develop a talented team of professionals who are responsive to the needs of our clients.  When you’re working with clients who are as accomplished as ours, we think it’s important to build an organization of great people who are as loyal and talented as they are professional.”

The Best of the Best recognition honors 50 CPA firms across the country for their overall superior financial and operational performance on more than 70 criteria.  The right combination of planning, strategy and execution distinguish the Best of the Best firms from amongst more than 540 firms. IPA consider a wide variety of metrics to evaluate who is a Best of the Best firm.  Bowman has achieved this distinction in both 2015 and 2016.

Bowman is also ranked in the nation’s 300 largest accounting firms again in 2016.  The IPA 300 is well known as one of the most thorough, complete and accurate sets of rankings and trends in the profession.  The rankings and accompanying analysis create a comprehensive picture of the state of the accounting profession today.

Bowman & Company has been serving a diverse group of clients over its long history, which began in 1949.  The firm has seven partners and employs 35 accountants and support staff.  Acknowledged as experts in a number of fields, many of their clients have long histories with the firm.  They work with family-owned businesses, high net worth individuals, agricultural interests, wineries, vineyard owners, real estate owners, affordable housing developers, construction contractors, nonprofit organizations and employee benefit plans.