Friday January 26, 2018
Annette Goodson with ATKG wil present Tuesday January 30 in the VISTA room at 5 30PM.
Terry Cleveland will present Wednesday January 31 to promote student membership in the San Antonio CPA Society. He will be accompanied with Jordan Dorris who is hte Director of Technology for Turner Cleveland CPA. Plan to attend in the VISTA room of the Central Academic Building at 5 30 PM.
Terry has been in public accounting in San Antonio for all but 2 of his 40 years of his work career. His accounting experience has evolved from working with small business clients with monthly accounting activities to external auditing to advanced income tax services to estate and trust services and serial entrepreneurship. At this point in his career he focuses his time on a select number of entrepreneurial businesses advising on best practices for implementing standardized processes, implementing innovative technology and establishing key metrics by which to keep score. These allow the struggling entrepreneur to be more profitable, grow and scale their businesses faster.
In addition to his public accounting career, his business ventures have ranged from mobile home dealerships, rental properties to apartment development, private mortgage funds, hotel ownership, recreational vehicle dealerships to short term vacation rentals.
When he is away from work, he enjoys flying as he is an instrument rated multi-engine pilot and is an avid boater, who enjoys cruising around Canyon Lake with family and friends at sunset. Terry and his wife, Candy, have 3 grown daughters and are expecting their 1st two grandchildren to arrive on the scene in 2018.
Graduate – University of Texas Austin with major in accounting
San Antonio Estate Planners Council – Former Board of Governors member
American Institute of CPAs, Texas Society of CPA’s and San Antonio Chapter of TSCPA’s
Xero Certified Advisor, silver level partner firm.
Rootworks Executive member affiliation
Nonprofit Boards affiliated with: The Optimist Club of San Antonio – Treasurer; Chrysalis Ministries, Inc.; San Antonio Rescue Mission; Boysville -past board member; Heights Community Church - Elder