Perkins & Co Announces New Shareholders and Expansion of Service Line

Portland, Ore. – August 23, 2023 – Perkins & Co, a leading accounting and consulting firm located in Portland, Oregon, and Vancouver, Washington, is pleased to announce the addition of Teresa Petrie as a new principal on the Client Accounting Services (CAS) team. Teresa brings over 30 years of experience to this role, serving in key financial and operational roles such as CFO, Vice President of Finance and Operations, and Principal. In her new role at Perkins, Teresa will collaborate with Client Accounting Services practice leader and shareholder Jen Curran to spearhead the launch of the outsourced CFO service line as an expansion of Client Accounting Services. This innovative service will deliver comprehensive financial solutions tailored to the specific needs of Perkins’ clients.

“Teresa’s dynamic background is a pivotal piece of our commitment to evolve and exceed client expectations within our Client Accounting Services,” states Jen Curran. “We’re excited to witness the impact launching CFO Advisory services brings to our team while also raising the bar in the exceptional services we provide, enhancing client partnerships.”

Perkins is also excited to announce the promotion of tax director Jordan Patterson to shareholder and welcomes former Perkins tax team member Kelsi Miller back to the firm as shareholder.

Jordan Patterson, a leader of Perkins’ legacy planning group, has been promoted from director to tax shareholder. Over his ten years at the firm, Jordan has demonstrated an unwavering dedication to his clients and firm culture, donating his time and expertise to employee initiatives and causes he feels passionate about. Known for his wicked smarts and signature flamingo suit, Jordan’s firm involvement runs deep: from keeping morale high as Perkins’ kickball team captain to his commitment to the firm’s strategic planning and goals. Perkins congratulates Jordan on this well-deserved promotion.

Kelsi Miller rejoins the firm as a tax shareholder on the legacy planning team. After starting her career at Perkins in 2004, Kelsi ventured to Eugene, Oregon, to work with her accountant father, leaving Perkins but maintaining valuable connections with her former colleagues. Perkins is thrilled to welcome Kelsi back; her commitment, expertise, and caring nature make her a valuable addition to the shareholder team.

“We are happy to welcome Jordan Patterson and Kelsi Miller to the shareholder team at Perkins & Co,” states Jared Holum, President. “It’s always exciting to watch employees grow their careers at Perkins, and Jordan’s journey from staff to shareholder over the last ten years has been great to witness. And the chance to welcome back past employees never gets old; it’s fantastic to have Kelsi back on the team.”

Perkins & Co is also pleased to celebrate the promotions of the following individuals: Jacob Bawden, Keihanna Boerste, James Daggett, Marina Doering, Julia Riddell, and Andrew Rod to Audit Senior; Katharine Cowgill and Jake Johnson to Audit Manager; Sydney Gaussoin to Audit Senior Manager; Brett Bird, Katie Green, Hailey Johnson, Jessica Kharitonenko, Julia Lampus, Jessica Li, and Yeaseul Shin to Tax Senior; Justin Galati to Tax Manager; Melonie Klutz to HR Manager; Julie Brodell-Martin to Recruiting Manager; Lucas Bakker to Senior IT Specialist; Bailee Akin to CAS Senior Associate; and Adrienne Cantrell to CAS Senior Manager. Congratulations to all on the well-deserved promotions!

About Perkins & Co

Perkins & Co was founded in 1986 with an entrepreneurial mission to be an alternative to large, national accounting firms while focusing on the business needs of the region’s closely held companies. With offices in Portland, Oregon, and Vancouver, Washington, today, Perkins specializes in many industries, including manufacturing, wholesale distribution, real estate, professional and creative services, tech, food and beverage, dealerships, healthcare, and nonprofits. The firm also provides services to public companies and is an independent member of the BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting, and service firms with similar client service goals. Perkins has 15 times been voted one of the most admired accounting firms in the area, according to the Portland Business Journal’s Most Admired Companies vote, and is currently ranked the third most diverse accounting firm in the Portland metro area according to a Portland Business Journal list. Perkins has been recognized by Forbes as one of America’s Best Tax and Accounting Firms and is the first ten-time recipient of ClearlyRated’s Best of Accounting™ award for client service excellence.