John_Yeager

John Yeager

Managing Director, Whitley Penn

John is Managing Director- Growth for our Client Accounting and Advisory Services (CAAS) practice. His goal is to enable help clients find solutions that deliver timely financial and operational visibility and control through a combination of managed accounting and technology services. 

Prior to joining Whitley Penn, John was Managing Director of the CAS practice at Bennett Thrasher, John was the Founder and Managing Director of Seven Bridges Group, a company that assists CPA firms in building outsourced accounting solutions through strategy guidance, transformation services and IT support, as well as providing CFO and transformation services to small and mid-sized companies. 

Before founding Seven Bridges Group, John served as Vice President of Sales and Marketing with Windham Brannon where he led the company's growth and innovation initiatives, including the Virtual Accounting Solutions practice. John also led Marketing, Communications and Sales functions and served as the chairman of the WB Strategic Information Technology Council. 

Prior to joining Windham Brannon, John spent almost 20 years in senior marketing roles in the investment management business, most notably with Invesco. He began his career with Deloitte, Haskins and Sells (now known as Deloitte & Touche). 

John earned a Bachelor of Science in Accounting from the University of Alabama. He is a member of the American Institute of Certified Public Accountants (AICPA) and Georgia Society of CPAs.


Appearances

  • Thumbnail for Productizing Services in Your CAS Practice
    Identification
    DCPA2333
    Date
    December 6, 2023
    Productization is not just for producing and selling widgets. Advisory and consulting services can be productized. By doing so you can create opportunities for firms to establish quality control measures through greater consistency, and scale the growth and delivery of these services…

    Speakers

    Speaker Image for Samantha Mansfield
    Senior Consultant, ConvergenceCoaching, LLC
    Speaker Image for Missy Thompson
    Principal, Baker Tilly
    Speaker Image for John Yeager
    Managing Director, Whitley Penn
    $49
    Standard Price
  • Thumbnail for Preparing for CAS in an AI-augmented world
    Identification
    DCPA2414
    Date
    December 10, 2024
    Explore the impact of AI on CAS and how it's setting the stage for a new era in accounting and advisory. This session will focus on AI and CAS, highlighting practical use cases and discussing the nuances of change management related to implementing AI technology…

    Speakers

    Speaker Image for Matt Gardner
    CEO|Co-Founder, hiline
    Speaker Image for Nicole Ksiazek
    Director, SIAP Strategy and Sales, Sage
    Speaker Image for John Yeager
    Managing Director, Whitley Penn
    Speaker Image for Kimberly Blascoe
    Sr. Director, CAS Professional Services, CPA.com
    $49
    Standard Price
  • Thumbnail for Staffing New Roles as You Transform to a Digital CPA Firm
    Identification
    8
    Date
    December 8, 2015
    The organizational change management to build a Cloud-based and Fractional Client Accounting Services team is a new challenge for Firms. It reflects the changing role of CPA’s and your Client's expectations of the expertise you are able to provide…

    Speakers

    Speaker Image for John Yeager
    Managing Director, Whitley Penn
    Speaker Image for Paul Van Den Berg
    Professor of Cognitive and Neuro-biological Foundations of Learning and Teaching, Leiden University
    $49
    Standard Price
  • Thumbnail for Staffing New Roles as You Transform to a Digital CPA Firm
    Identification
    8
    Date
    December 8, 2015
    The organizational change management to build a Cloud-based and Fractional Client Accounting Services team is a new challenge for Firms. It reflects the changing role of CPA’s and your Client's expectations of the expertise you are able to provide…

    Speakers

    Speaker Image for John Yeager
    Managing Director, Whitley Penn
    Speaker Image for Paul Van Den Berg
    Professor of Cognitive and Neuro-biological Foundations of Learning and Teaching, Leiden University
  • Thumbnail for So You Started a CAS Practice, What Now?
    Identification
    23
    Date
    December 6, 2016
    The business model of a Client Accounting/ Advisory Service business line is different than traditional services…

    Speaker

    Speaker Image for John Yeager
    Managing Director, Whitley Penn
    $49
    Standard Price

This site uses cookies to store information on your computer. Some are essential to make our site work, others help us improve, the user experience. By using the site, you consent to the placement of these cookies. Visit our Privacy Center to learn more.