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GJM’s Roberta Perkins Receives President’s Award for Volunteer Work

Roberta Perkins Presidential Volunteer AwardGilmore Jasion Mahler's Roberta Perkins has received the President's Volunteer Service Award for her dedication to a nonprofit organization called New Heights Educational Group. Roberta has volunteered with New Heights for the past 8 years. The organization is designed around home schoolers or any education for children and teens. She started off volunteering as an accountant, handling bookkeeping. As the organization grew, Roberta says her role changed from bookkeeping to accounting advisor. She's handled a wide variety of responsibilities for New Heights including taxes, research and some grant writing as well.

"New Heights has truly become more than a volunteer opportunity for me," says Roberta.  "They have become a family."

The President and Founder of New Heights, Pamela Clark, surprised Roberta with the award certificate and medal. The letter from the White House she received came from President Barack Obama. The certificate and award come from the Corporation for National and Community Service. There are certain criteria to meet for the adult gold award Roberta received, such as volunteer time of over 500 hours within a year's time. Congratulations, Roberta!

Welcome, Nick Jackson, GJM Tax Associate

Nick Jackson GJM Tax AssociateNick Jackson recently joined the Gilmore Jasion Mahler family. Here's a Q&A to help you get to know him. Welcome, Nick!

Describe your role at GJM: I prepare tax returns for both individuals and several types of business entities, prepare extensions, conduct planning and projections, and have assisted with the identity theft recovery program for our clients.

When did you start employment  at GJM? I began as a full-time tax intern in January of 2015, and accepted an offer for post-graduation employment after the internship.  I then had a part-time internship for tax season of 2016, and am now here full-time.

Why did you choose the accounting industry? I knew I wanted to go into business, but wasn’t sure which field of expertise.  After taking my first accounting class, the logical aspect of the profession drew me in, in addition to the ability to help people with their financial lives.

What do you like best about accounting? With my specialization in tax, I am more or less biased in this answer, but would have to say that ensuring that companies and individuals comply with all applicable laws, in addition to saving them as much money as possible, is my favorite part about accounting.  Being able to go home knowing that my work helped someone is an amazing feeling.  A close second would be the continual learning that happens on the job. I don’t know a single day when I worked at GJM that I didn’t leave knowing more about the field than I did when I walked in that morning.

Are you originally from the Toledo area? I was born in Toledo in 1995, and grew up in Whitehouse, Ohio. 

What do you like about living in Northwest Ohio? While this may be a very specific and unusual answer, one of my favorite parts about Northwest Ohio is the music scene.  Playing in bands since I was 13 or 14 allowed me to experience many things in the area, as well as meet many people I wouldn’t have without my interest in music.  There is a show almost every night, be it at one of the bars in Toledo or the more well know venues, such as Frankie’s, Headliner, etc. The diversity in music is another thing I really enjoy, everything from heavy metal to Ska can be seen at the same show, and I’ve had a ton of fun experiencing everything the community has to offer.

Where did you go to college? I received both my BBA in Accounting and Masters of Science in Accountancy from the University of Toledo, in 2016 and 2017, respectively.

Do you have any pets, hobbies, family? Hobbies include playing music, building high-end computers, and spending time with friends and family experiencing new things.  I don’t currently have a pet but my fiancée and I are looking into getting a puppy soon!

How do you like to spend your free time?  My free time is usually spent hanging out with my fiancée, friends, playing music, working out, etc.

Are you involved in any community organizations, do any volunteer work? Not currently, however I am looking into it now that I’m finished with school!

What is something people may be surprised to find out about you? The most surprising thing would have to be that I have released 3 albums in various bands since high school, where I played everything from synthesizer to doing heavy metal vocals.

[VIDEO] Help Wanted: Getting Students and Manufacturers to Speak the Same Language

Not enough young people pursuing the skilled trades, and no indication things will change anytime soon.

For manufacturers, it’s easy to feel “stuck”. But, businesses can take some action. As part of the Manufacturing & Distribution Financial Executive Roundtable, Gilmore Jasion Mahler held an interactive panel discussion May 25, 2017 addressing the workforce shortage for many of our manufacturing clients and others. The entire presentation is documented below and offers up some action items for frustrated businesses.

 

J Kenneth Saggese Promoted to Partner at Gilmore Jasion Mahler

Head shot photo of Ken SaggeseJ Kenneth Saggese has been named partner at Gilmore Jasion Mahler, LTD (GJM). Ken received his undergraduate degree and his Masters of Accountancy from Eastern Michigan University. A member of the Firm’s Construction and Real Estate Specialist Group, Ken’s area of expertise is affordable housing, though he works with many clients across the construction industry.

Ken joined GJM’s Audit Department in June of 2006 after helping to run a family business for six years.

“When I was working with my dad running the family business, we had a small local CPA firm working for us. He did fine work… but we felt something was missing from the service in terms of him bringing ideas and great questions to us,” says Saggese. “I asked a CPA friend of mine with a Big Four firm if we could talk. He introduced us to Charlie Heid, who suggested we call Steve Schult, as GJM would be a great fit for a small company looking for innovative ideas from their accountant.  He was right, and Steve was our accountant for the rest of the time we ran the company. Ever since I joined the Firm, I work with my clients on the model of what I wish my first accountant had done for me when I was running a small business.  This approach fits in perfectly with GJM and with our clients.”GJM Pistol League group photo

Audit Partner Bob Bobek works closely with Ken as the lead for GJM’s Construction & Real Estate Specialist Group.

“Ken’s proven himself a key member of the team and taken the lead on our work in the affordable housing industry,” says Bobek. “He’s helped establish GJM as a leader in this area and I’m confident he’ll have continued success in his new leadership role at the Firm.”Ken's daughter at the pistol range

Active in the community, Ken is the board treasurer for Pathway Inc., a Toledo community agency focused on ways to reduce poverty and promote self-sufficiency. He is also the chairman of the Little Flower Catholic Church finance council and assistant baseball coach with McCord Junior High School baseball.picture of Ken's son and their Triumph

Ken’s free time is spent co-captaining the GJM pistol team, target shooting with his daughter, and working with his son to restore (or at least keep running) a 1976 Triumph Spitfire.  Ken enjoys a nice bourbon and has been known to fire up some weekend barbecue from time to time.

Established in 1996, Gilmore Jasion Mahler, LTD (GJM) is the largest public accounting firm in northwest Ohio, with offices in Maumee and Findlay. Locally owned, GJM offers comprehensive financial services including assurance, business advisory, tax, risk advisory and healthcare management. The Firm’s professionals specialize in industries including construction & real estate, healthcare, manufacturing & distribution and utilities.

Manufacturing Roundtable Preview News Coverage

Wes Beham interviewed on Conklin & Company Gilmore Jasion Mahler's Wes Beham appeared on 13abc's Conklin & Company to discuss the Firm's upcoming roundtable events addressing the ongoing manufacturing workforce shortage in our region and across the country. Wes, who is a part of GJM's Manufacturing Specialist Team, was joined by Penta Career Center Superintendent Ron Matter in the conversation with the show's host Lee Conklin. Matter is one of the panelists for the GJM events on Thursday, May 25 in Maumee and Findlay. The events are open to financial executives within manufacturing businesses. Gilmore Jasion Mahler works with manufacturing businesses across the region that have been struggling with the skilled labor shortage for years. The goal of the events is to help provide manufacturers with actionable takeaways. Learn about our Manufacturing Specialist Team.