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Bryant Armstrong, CPAI am a versatile leader with experience in finance, operations and executive management. As an early employee at Squire & Company, I gained both tax and audit experience, trained clients in Quickbooks, provided outsourced CFO and controller services, and built the firm’s technology practice, including Great Plains ERP software implementations. I also worked as a controller and designed accounting systems at Private Capital Group. Currently I am the CEO of FirstPurpose Wealth and FirstPurpose Tax Strategies.My wife and I are the proud parents of five children and a growing passel of grandkids. In my free time, I enjoy century rides as an avid cyclist and canyoneering. I earned my MAcc (Master of Accountancy) at BYU.FirstPurpose Wealth is a branch office of DFPG Investments, LLC. Investment Advisory Services offered through FirstPurpose Wealth, LLC, a Registered Investment Advisor. Securities offered through DFPG Investments, LLC, Member FINRA/SIPC. DFPG Investments, LLC and FirstPurpose Wealth, LLC are unaffiliated entities. Member Finra/SIPC www.finra.org www.sipc.org
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Ceo And CfoFirstpurpose WealthProvo, Ut, Us
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Ceo/CfoFirstpurpose Wealth Apr 2017 - PresentOrem, Ut, UsCFO for sister companies with specialties in financial planning, tax planning, and tax preparation.Assumed additional responsibilities of CEO in April 2022Successfully merged the practices of four independent financial advisorsGrew Company by approximately 40 employeesActively participate in the tax practice. Currently take responsibility for many of the complex tax returns.
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Cfo/ControllerPrivate Capital Group Mar 2014 - Apr 2017Work with a variety of companies within our organization.Private Capital Group provides real estate financing solutions. Currently functioning as Lead Client Accountant. Responsible for all large lender reporting and institutional investor reporting.PCG Credit Partners – Manage the accounting for portfolio of loans co-invested with Institutional InvestorPCG Select Fund – Mange the accounting for fund that invests in real estate.Also have provided CFO support for our portfolio companies. I’m currently working with or have worked with the following companies.• Iron Fox Trucking – trucking company hauling crude oil in the Texas, Oklahoma, and Utah.• Icarus Financial – accounts receivable factoring company• Mark 25 – real estate development company• Jovid Development – real estate development company
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ShareholderSquire & Company Nov 1999 - Mar 2014Orem, Utah, UsTechnology practice area leader for eleven years. Grew the technology practice to represent approximately a third of all Squire revenue. Started Squire Microsoft Dynamics GP practice in 1997. Assist multi-million dollar companies transition to new accounting systems. Developed an expertise in helping companies integrate external systems to their accounting systems.Started Squire QuickBooks practice in 1992. Trained individuals in the use of QuickBooks. Assisted companies in improving the use of their accounting system and the management of their business.Served as a member of Squire compensation committee for three years. Assisted in hiring of new personnel and determining advancement of existing personnel.Led audit teams within my third year. Conducted audits in a variety of industries including school districts, financial services, property management, high tech, and direct selling. -
Staff Accountant/ManagerSquire & Company Jan 1992 - Nov 1999Orem, Utah, Us
Bryant Armstrong Skills
Bryant Armstrong Education Details
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Brigham Young UniversityAccounting
Frequently Asked Questions about Bryant Armstrong
What company does Bryant Armstrong work for?
Bryant Armstrong works for Firstpurpose Wealth
What is Bryant Armstrong's role at the current company?
Bryant Armstrong's current role is CEO and CFO.
What is Bryant Armstrong's email address?
Bryant Armstrong's email address is ba****@****gct.com
What is Bryant Armstrong's direct phone number?
Bryant Armstrong's direct phone number is +180178*****
What schools did Bryant Armstrong attend?
Bryant Armstrong attended Brigham Young University.
What are some of Bryant Armstrong's interests?
Bryant Armstrong has interest in Economic Empowerment.
What skills is Bryant Armstrong known for?
Bryant Armstrong has skills like Accounting, Quickbooks, Financial Reporting, Cpa, Gaap, Tax, Great Plains Software, Corporate Tax, Tax Preparation, Internal Controls, Tax Accounting, Financial Accounting.
Who are Bryant Armstrong's colleagues?
Bryant Armstrong's colleagues are Ken Bown, Rayma Sanft, Norman (Andy) Perkins, Nathan Larsen, Mba, Heidi Ward, Brandon Hill, Tim Whipple.
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