George Zoglio

Director of CAAS Training

After nearly a decade as a contracted 20-20 Services instructor, George joined the management team in the newly created role of Director of Client Accounting & Advisory Services (CAAS) training in August of 2022. In addition to his instructor responsibilities, George is heavily involved in program and business development of CAAS training division.

George brings twenty-five plus years’ experience in the fields of accounting, auditing, budgeting, reporting, financial planning and analysis and taxation. He has served in senior management roles at CPA firms as well as for-profit, not- for-profit and Governmental organizations. Most recently he was the principal of his own consulting firm, Zoglio Financial Management Solutions, where he provided outsourced CFO and controller services. This unique set of skills, knowledge and expertise – combined with a passion for learning and development - is the perfect match for the emerging area of CAAS.

A resident of Boston, MA, he is a graduate of Bryant University, receiving both a BS in Accounting as well as an MBA in Management. He is a member of the AICPA, including the Not-for-Profit and Tax sections as well as the Government Audit Quality Center. He is also a member of the Massachusetts Society of CPA.

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