Josh Beaird, CPA, CIA, Appointed as CEO of The Whitlock Co.

The Whitlock Co. is pleased to announce the appointment of Josh Beaird, CPA, CIA, as its new Chief Executive Officer (CEO). In his new role, Beaird will assume overall responsibility for the firm's operations and strategic direction, ensuring the realization of both short-term objectives and long-term goals.

Having joined The Whitlock Co. in 2010, Beaird has consistently demonstrated exceptional leadership and expertise, leading to successive promotions of increasing responsibility and authority. In recent years, he has been instrumental in driving staff development initiatives, optimizing operational processes, and fostering a dynamic virtual office environment. Notably, Beaird is spearheading the implementation of the Entrepreneurial Operating System (EOS), a comprehensive business management system designed to empower individuals and align them with the firm's vision.

Josh takes over CEO responsibilities from long-time Partner Joe Page, CPA, CFE. Joe says, “After serving as CEO for over ten years, I feel it is time to turn over the leadership role to the next generation. Josh is a younger Partner who thrives in taking leadership roles. The Whitlock Co. has a long-standing policy of promoting from within, and Josh will be an asset for many years to come. We are excited to see where he leads us. Going forward, my focus will be on client service and assisting Josh in the leadership transition process.”

Josh received his Bachelor of Science and Master of Accountancy from Missouri State University, completing the accelerated program in 2010. He then earned his CPA license in 2011. Josh was promoted to Partner at The Whitlock Co. in the spring of 2019. In his client service role, Josh has specialized in assisting community banks and small businesses prepare financial statements, assessing risk, and improving business operations.

Josh says, “I am grateful to have the trust of the Partners and staff at The Whitlock Co. to lead this firm. A solid foundation has been built by those who led in the past, and we have a talented team to take us into the future. My goal is to continue the firm’s legacy of enhancing our client’s prosperity and developing great people.”

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The Whitlock Co. is the successor to Roper and Atkins, a CPA firm founded in Springfield in 1913. Through several mergers and name changes, The Whitlock Co. today comprises over 50 CPAs and associates with offices in Springfield, Kansas City, and Joplin, MO. The Whitlock Co.'s clients include a wide range of businesses and organizations, with services divided into three major areas – auditing and accounting, tax preparation, and business advisory and consulting services.