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Beagle Invest, LLC is an SEC Registered Investment Advisor. and/or Beagle Invest, LLC (as applicable). Beagle, Beagle Invest and Beagle Financials and any related logos and slogans are registered trademarks or trademarks of Beagle Financial Services, Inc. All copying, distribution, transmission, republication and any other unauthorized use and access are prohibited. and its subsidiaries and affiliates, including Beagle Invest, LLC. For more information, go to calibrecpa.This website, including all content, technology, services and related intellectual property, is the proprietary information of Beagle Financial Services, Inc. Calibre helps these organizations stay ahead of financial developments and guides them through the complexities of accounting and reporting regulations. With offices in the Washington, D.C., Chicago, New York, and Los Angeles metropolitan areas, nearly 200 specialists work hand-in-hand with labor unions, associations, not-for-profits, employee benefit plans, and business enterprises. Calibre focuses on helping labor organizations, employee benefit plans, and other not-for-profit organizations and other business enterprises nationwide make a difference through proactive and value-added accounting, audit, taxation, forensic and risk advisory, and payroll compliance services. “Their dedication and service to our clients and staff has been incredible over their tenure and we are thankful they are a part of our Calibre family.”Ĭalibre CPA Group is a full-service accounting and advisory firm with big capabilities. “Calibre is excited to announce the promotion of these two exemplary individuals within our firm to their new roles as Partner and Principal of the firm,” said Jim Kokolas, Managing Partner, Calibre CPA Group.
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“I have worked at Calibre my entire professional career, and in this new role, I hope to maintain and expand those pathways to leadership so our younger staff can do the same.” I look forward to diligently serving the firm, our clients, and staff in this new capacity,” said Jesse Sargent. “I am honored to accept this promotion to Principal of the firm. He also facilitates continuing training and education programs for staff auditors and is a member of the Accounting & Auditing, Diversity, Equity and Inclusion, and Social committees at the firm. Jesse is responsible for all aspects of client service and engagement management including engagement budgeting, supervision of staff personnel, preparation of financial statements, tax filings and informational returns. He has significant public accounting experience in the specialized field of tax-exempt organizations including nonprofits, charitable entities, trade and professional associations, labor unions, employee benefit plans, and others. Sargent has been with Calibre CPA Group for over 12 years initially serving as Staff Auditor and promoted several times over the years to serving in his previous role as Audit Manager and now to Audit Principal of the firm. “Within Calibre, I hope to advance the firm and profession, while ensuring our company remains an inclusive, equitable organization that our employees feel proud to call home.” “In my new role as Partner, I look forward to helping my clients secure the future of their mission and evolving into a trusted strategic advisor as our clients work to navigate their continuously changing industries,” said James Poulos. He is also a specialist in the firm’s Employee Benefit Plan practice, with expertise in a wide variety of plans including defined benefit, defined contribution, 401(k), pension, health and welfare, annuity, and other funds. James has concentrated his career on single and multiemployer benefit funds, labor unions, associations, foundations, charitable organizations, and other exempt entities.
He has a wealth of experience providing audit and accounting services for the employee benefit plan and tax-exempt community. Poulos, CPA has been with Calibre CPA Group for nearly 12 years serving in various capacities as Auditor to Senior Manger to his new role as Partner. Poulos, CPA, to Partner of the firm and Jesse C. WASHINGTON, DC: (January 18, 2023) The Partners of Calibre CPA Group, PLLC are pleased to announce the promotion of James A.
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