Caleb began working at RLJ Financial Services in 2009 and has been preparing tax returns and leading cloud accounting services since that time. Caleb has been recognized as the youngest QuickBooks ProAdvisor in the global ProAdvisor program to become certified at age 16. A few of Caleb's awards include:
- Top 10 QuickBooks ProAdvisor (Insightful Accountant)
- Top Up-N-Comer ProAdvisor (Insightful Accountant)
- Top '40 Under 40' in Accounting Profession (CPA Practice Advisor)
- Philanthropic Excellence Award Winner (Accountex USA)
Caleb is also a TSheets PRO, Hubdoc Certified ProAdvisor, Receipt Bank Partner, and a Certified Neat Advisor.
Caleb serves on the TSheets PRO Council giving advice on the TSheets platform, and he also serves on the Woodard Advisory Council giving advice on 3rd party apps w/ the latest and cutting edge technologies. Caleb also serves as a Co-Leader on the SF Bay Area Woodard Group Meetup.
Caleb has been featured in Accounting Today, CPA Practice Advisor, Insightful Accountant, Modesto Bee, Central Valley Business Journal, Intuit Firm of the Future, Karbon Editions, and Receipt Bank.
Joe Woodard, a thought leader in the accounting industry said, "I believe Caleb is an incredible example of the next generation of QuickBooks ProAdvisors, and he has a very solid success story to tell around both his deep product knowledge and the way he leverages that deep knowledge to give back to others."
Caleb is active in various local charities as well as his local church activities. He is passionate about fulfilling the Great Commission given by Jesus in Matthew 28:18-20. Caleb has been blessed with the opportunity to travel internationally to help set up and maintain a specialized QuickBooks accounting system for Christian Aid Ministries’ SALT microfinance program. Caleb loves to read books about church history, church doctrine, leadership, and practical business; and enjoys working with state of the art technology and software that uses the best methods for saving time and money. He loves working in the accounting field and is excited to serve you!
- Certified QuickBooks Proadvisor
- QuickBooks Services
- QuickBooks Ecosystem Advisor
- Business Taxes
- Individual Taxes
- Accounting Services
- Quarterly & Monthly Write-up