About
Caleb L. Jenkins, EA
Caleb began his career at RLJ Financial Services and currently leads their outsourced tax planning & business accounting services team. He has received many awards, favorite of which are the Top 100 QuickBooks ProAdvisor and 40 Under 40 in the Accounting Profession for ten consecutive years.
It has been Caleb’s joy and privilege to give back to this community by serving on the Intuit ProConnect Customer Tax Council and the ADP Accountants Advisory Board, and to serve in developing countries on every continent as an educator and QuickBooks consultant with the SALT Microfinance Program.
What drives the work
1
Our vision
Empower app developers to build software that will support small business growth.
2
Our purpose
We exist to champion app developers’ success.
3
Our mission
We champion your success by:
EducatingYou on best practices for integrations to accounting software, based on the needs of small business owners and their accountants and bookkeepers.
Supporting & consultingOn the UX/UI and feature set for your application, with practical boots-on-the-ground experience.
WritingFor accounting news platforms to provide you with the publicity needed for your growth.
Speaking & podcastingAt accounting conferences and on shows, bringing awareness to the problems small business owners face and the solutions available.
A decade of recognition
Top 100 QuickBooks ProAdvisorInsightful Accountant
’16’17’18’19’20’21’22’23’24’25’26
Top 40 Under 40CPA Practice Advisor
’16’17’18’19’20’21’22’23’24’25
Software Innovation Award judgeCPA Practice Advisor
’17’18’19’20’21’22’23’24’25’26
★ 2024 ProAdvisor of the Year E Emeritus: a Top 100 ProAdvisor for life
Also: Enrolled Agent. 2016 Top Up-N-Comer ProAdvisor (Insightful Accountant). 2016 Philanthropic Excellence Award (Accountex USA).
Councils and advisory boards
- Rightworks Modern Masters Group · current
- Relay Customer Advisory Board · current
- SmartVault Customer Advisory Council
- Intuit Trainer/Writer Network
- Intuit ProConnect Customer Tax Council (2017–2020)
- ADP Accountant Advisory Board
- TSheets PRO Council
- Woodard Advisory Council
- Divvy Advisory Council
- Corpay Customer Advisory Committee
- Co-host, Scaling New Heights Podcast
- Co-leader, SF Bay Area Woodard Group Meetup
Badges & certifications
Intuit certifications
Top 100 ProAdvisor
2016Insightful AccountantTOP 100ProAdvisor
2017Insightful AccountantTOP 100ProAdvisor
2018Insightful AccountantTOP 100ProAdvisor
2019Insightful AccountantTOP 100ProAdvisor
2020Insightful AccountantTOP 100ProAdvisor
2021Insightful AccountantTOP 100ProAdvisor
2022Insightful AccountantTOP 100ProAdvisor
2023Insightful AccountantTOP 100ProAdvisor
2024Insightful AccountantProAdvisorOF THE YEAR
2025Insightful AccountantTOP 100Emeritus
2026Insightful AccountantTOP 100Emeritus
Top 40 Under 40
Named to CPA Practice Advisor’s “40 Under 40” in the accounting profession ten years in a row.
- 2016
- 2017
- 2018
- 2019
- 2020
- 2021
- 2022
- 2023
- 2024
- 2025
Other certifications
Also certified: QBS Time Elite Partner, FreshBooks Tax Partner, Hubdoc ProAdvisor, Neat Advisor.
Writing, speaking & podcasts
Webinars with Caleb Jenkins 18
- QB Talks August 2024: ProAdvisor Roundtable, AI in QuickBooks, and Future Insights! Insightful Accountant
- Practice Priorities for CPAs in 2024 CPA Academy
- From Reactive to Proactive: Transforming Advisory with Real-time AI Insights Insightful Accountant
- 5 finance time-sucks slowing down your business Divvy
- Empowering Accountants to Become Giving Professionals: Beyond the Balance Sheet ADP
- Tax Season Survival Guide AccountingWEB
- Power your tax season with Right Networks + SmartVault
- Taming Information Chaos in Your Firm AccountingWEB
- Developing, Maintaining, & Updating a Tech Stack ADP
- Your Checklist for Closing The Books Divvy
- How Accountants Embraced New CAS Opportunities Radical CPA Live
- TaxProTalk Episode on People TaxProTalk Channel
- TaxProTalk Episode on Mindset TaxProTalk Channel
- Collaboration In Chaos The Entrepreneurial CPA Channel
- Planning For The Future The Entrepreneurial CPA Channel
- How Will the Tax & Accounting Profession Look Different in 10 Years Intuit Tax Pro Center
- Caleb Jenkins, EA, on the Value of Advisory Work Intuit Tax Pro Center
- Ahead in the Cloud with Intuit’s Robbie Randall, guest Caleb Jenkins EA and SMB owner Colbie McRae Intuit Academy
Articles with Caleb Jenkins 41
- Balance the Heart and Head: Caring for Clients the Right Way Anchor
- The Accounting Firm Hireability Index BILL
- Accounting Pros Share Tips for Tech Adoption and Client Collaboration SmartVault
- Accounting Thought Leaders Discuss the Real Impact of AI on Accounting Firms CPA Practice Advisor
- What private equity means for accounting firms: Thought Leaders explore pros and cons CPA Practice Advisor
- Efficiency tips for tax season AccountingWEB
- Making security automatic and painless for clients Firm of the Future
- Caleb Jenkins receives the CPA Practice Advisor “2022 Top 40 Under 40” award for 7th consecutive year CPA Practice Advisor
- Keys to driving through change: Managing change Accounting Today
- The keys to driving through change: It’s inevitable Accounting Today
- Caleb Jenkins receives the CPA Practice Advisor “2021 Top 40 Under 40” award for 6th consecutive year CPA Practice Advisor
- How will the 2021 tax season be different? Intuit Tax Pro Center
- Enabling B2B Payments For The Virtual Workforce Pymnts.com
- Top 3 things I learned from tax season Intuit Tax Pro Center
- QuickBooks Online and the Emerging Outsourced Accounting Practice Vic.ai
- Caleb Jenkins receives 2020 Top 40 Under 40 award for 5th consecutive year CPA Practice Advisor
- Lesser-known, gotta-have home office gadgets Firm of the Future
- Case Study: Doing powerful things with financial software Divvy
- What is the one QuickBooks Online feature that saves you the most time? Firm of the Future
- What is your most unique timesaving hack? Firm of the Future
- Do you (or should you) allow your clients to text message you? Insightful Accountant
- Why I Think Slack Has a Place in Your Business AccountingWEB
- Transaction Pro Supports Caleb Jenkins and the SALT Program Transaction Pro
- Q&A: Caleb L. Jenkins, EA, CQP - 2019 40 Under 40 Honoree CPA Practice Advisor
- Key Takeaways From Tax Season Intuit Tax Pro Center
- ProConnect™ Tax Customer Council Member Profile: Caleb L. Jenkins, EA, CQP Intuit Tax Pro Center
- How to Reduce Your Stress During Busy Season Intuit Tax Pro Center
- Why I Use 4 Monitors Intuit Tax Pro Center
- Q&A: Caleb L. Jenkins, EA, CQP - 2018 40 Under 40 Honoree CPA Practice Advisor
- How one accountant used his accounting skills to help aspiring business owners in third-world countries Sage
- Q&A: My three big takeaways from QuickBooks Connect 2017 Karbon Editions
- Q&A: Meet Top 100 ProAdvisor – Caleb Jenkins Insightful Accountant
- Q&A: Caleb Jenkins - Community Spotlight QBO Chat
- Q&A: Caleb Jenkins, CQP - 2017 40 Under 40 Honoree CPA Practice Advisor
- Q&A: Caleb L. Jenkins, CQP - 2016 40 Under 40 Honoree CPA Practice Advisor
- Why Accountants are Uniquely Placed to Give Back Dext Blog
- Caleb Jenkins of RLJ Brings His Accounting Skills and Generosity to Haiti Accounting Today
- QuickBooks® Connect Q&A with Caleb Jenkins Intuit Accountants Blog
- Modesto recognizes companies for industrial compliance Modesto Bee
- The generational shift in the accounting industry Karbon Editions
- QuickBooks Helps Provide Sustainable Solutions For The Working Poor Insightful Accountant
Podcasts with Caleb Jenkins 14
- Firm Growth Requires Owners to Shift Roles | The Disruptors CPA Trendlines
- Top Technology Finds at Scaling New Heights 2023 Insightful Accountant
- Freedom to Grow in Accounting Services The ProMarketer Podcast
- How to identify the root problem, not the symptom, you are experiencing in your business Growth Amplifiers Podcast
- Born to Be an Entrepreneur The Unique CPA Podcast
- Caleb Jenkins on Being an Insightful Accountant Top 100 ProAdvisor Insightful Accountant
- Caleb Jenkins on why accounting is really all about connections Sage Thought Leader Podcast
- Practice Planning: Managing People Scaling New Heights Podcast
- QuickBooks Online (QBO) Best Practices with Caleb Jenkins The AI in Accounting Podcast
- A Look at a Non-CPA Accounting Path with Caleb Jenkins CPA Review & More Podcast
- Caleb Jenkins is an Accountant & Community Volunteer What’s Your And? Podcast
- Practice Planning: An Overview Scaling New Heights Podcast
- Caleb Jenkins on TOTAL automation for customers Sage Advice Podcast
- Caleb Jenkins - On the Pier of Micro-financing Sage Advice Podcast
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