Search Results for: Anders CPAs + Advisors

Anders CPAs + Advisors Welcomes New Principal

Christopher Shamel

Christopher Shamel

St. Louis-based Anders CPAs + Advisors (FY16 net revenue of $30 million) welcomes Christopher Shamel as a principal in the tax services group. Shamel joined Anders from Shamel & Company.

With more than 35 years of public accounting experience running his own firm, Shamel brings tax and family wealth planning expertise to Anders. As a principal in the tax services group, he works with high-net-worth individuals and families on their tax and estate planning needs. Shamel has experience advising large private foundations and trusts, and consulting with high-net-worth individuals on charitable contribution planning.

Anders CPAs + Advisors Admits Madison to Partner Group

Christopher Madison

Christopher Madison

St. Louis-based Anders CPAs + Advisors (FY16 net revenue of $30 million) admitted Christopher Madison as a partner in the audit and advisory services group.

Madison, who has 30 years of public accounting experience, specializes in audit and advisory services for single and multi-employer pension and welfare plans. In addition to his experience in serving Taft-Hartley benefit plans, Madison also works on financial statement audits for manufacturers and distributors and other closely-held business and professional services firms, not-for-profit organizations and government entities.

“We continue to purposefully expand existing service and industry lines and add targeted new ones to increase our reach in the marketplace. Chris’ experience and knowledge in pension and welfare plans, as well as in the niches that align with ours, enrich our position and fit-in seamlessly with our vision for growth,” says Robert Minkler, Jr., MP. “Culture is very important to all of us at Anders and Chris shares our vision and values, specifically in serving clients and providing opportunities for young professionals to create a firm of the future.”

David Hartley Joins Anders as Partner to Expand Advisory Services

David Hartley

David Hartley

St. Louis-based Anders CPAs + Advisors (FY17 net revenue of $31.8 million) has admitted David Hartley as a partner to lead growth of the advisory services practice.

Hartley has more than 25 years of experience in C-suite leadership roles and consulting with privately held businesses on technology strategy and enterprise risk services.

Prior to joining Anders, Hartley was a principal at a Top 100 accounting firm, working with closely held, private and middle-market businesses on technology audits and enhancements. Named the 2018 Outstanding Visionary by the Missouri Society of CPAs, Hartley also served as CIO at a publicly traded coal producer, where he was responsible for overseeing the company’s technology, including strategy, applications development, infrastructure and cybersecurity. Hartley is a frequent speaker and writer.

“Anders already has a strong reputation for delivering high-impact services to clients, with all the right ingredients in place for continued growth,” explains Hartley. “I’m excited to join as a catalyst to accelerate the firm’s growth in high value advisory services. Today’s middle market companies navigate a myriad of opportunities and challenges and need valuable advisors to bring expertise and wisdom along the way.”

MP Robert Minkler says Hartley’s hiring marks a new focus on non-traditional accounting services. “We believe this is where the profession is heading, and it is an opportunity to provide additional value to our clients and to grow the firm purposefully.” With technology driving change in the accounting industry, the firm believes bringing in Hartley is a natural step in developing the firm of the future.

Anders advises clients in areas of technology, outsourced accounting, banking, fraud, valuation, litigation, business transition planning, cybersecurity and data analytics, among others.

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Anders Focuses on Cannabis Industry Following Missouri Legalization

St. Louis-based Anders CPAs + Advisors (FY17 net revenue of $31.8 million) is expanding expertise and services for businesses in the cannabis industry following the legalization of medical marijuana in Missouri.

Anders says it has a team committed to staying on the forefront of evolving regulations, licensing procedures and accounting practices for the cannabis industry.

“This is a great opportunity for the firm to enter into a progressive industry and offer valuable insight and expertise to cannabis businesses, from seed to sale,” explains Adam S. Prest, tax principal and leader of the Anders cannabis team.

The firm works with cannabis entrepreneurs, including cultivators, extractors, manufacturers, dispensaries and investors. The team has the tools to help cannabis businesses succeed and navigate regulations and complex tax challenges, including Section 280E. Anders is offering services to help with entity selection and business plan development prior to the license and application process, to performing valuations to assist in the sale of a business.

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Dee, Finklang and Hoffmann to be Named Anders Partners

Jeanne Dee

St. Louis-based Anders CPAs + Advisors (FY17 net revenue of $31.8 million) has announced that Jeanne M. Dee, Dave M. Finklang and Scott A. Hoffmann have been accepted into the partnership, effective Jan. 1.

About Jeanne Dee – Dee joined Anders in 2016 as a principal in the audit and advisory services group. She brought her years of experience with serving not-for-profit organizations to Anders, re-energizing the niche and connecting the firm to more not-for-profit organizations in the community.

Dee specializes in audits of financial statements for not-for-profit organizations, government entities, employee benefit plans and closely held businesses. She leads the Anders not-for-profit team, and is a frequent author and speaker on accounting principles and new or changing audit standards.

About Dave Finklang – Finklang joined Anders in 2013 as a supervisor in tax services, and quickly established a growing startup and entrepreneurial services practice at Anders. His business development skills, leadership ability and professional and civic involvement have helped him rapidly progress through the ranks to become a partner of the firm.

 Finklang has wide-ranging, specialized experience in tax planning and compliance, startup services and consulting, and accounting services. Finklang works with entrepreneurs and emerging companies by helping them raise capital, structure their businesses, implement accounting systems and minimize their tax burdens. Finklang was named the youngest 2016 40 Under 40 by the St. Louis Business Journal.

Scott Hoffmann

About Scott Hoffmann – Hoffmann leads the outsourced accounting services group at Anders and manages a team of nine. He was instrumental in starting the technology-backed approach to outsourced accounting and CFO services at the firm, and the group has grown to over $1 million in revenue in a few short years.

 Hoffmann joined Anders in 2011. His previous experience as a CFO and COO to both closely held and publicly traded organizations, has allowed him to be an effective financial leader for small and mid-sized clients. Through the use of the latest cloud-based technologies, Hoffmann provides financial information to his clients in real time, allowing for quick analysis of results and timely decision-making.

Anders Welcomes Rhea as Director of Advisory Services

Paul Rhea

Paul Rhea

St. Louis-based Anders CPAs + Advisors (FY16 net revenue of $30 million) welcomes Paul Rhea as director of advisory services.

Rhea has 33 years of experience in the banking and finance industry, specifically working with private wealth management, commercial and industrial banking, commercial real estate, and investment management. At Anders, Rhea’s experience offers a focused view of the overall financial picture for clients. In his advisory role, he will provide strategy for growing industry groups and identify new opportunities for clients of the firm. Rhea’s expertise in overall asset management, credit assessments and reviews will be beneficial to uncovering needs and financial opportunities for businesses served by Anders. Rhea will also work with Anders affiliate company, Claris Advisors.

Anders Admits Finklang and McClure as Principals

Dave Finklang

Dave Finklang

Dave Finklang and Brent McClure have been admitted as principals in the tax services group of St. Louis-based Anders CPAs + Advisors (FY16 net revenue of $30 million).

Finklang has experience in tax planning and compliance, startup services and consulting, and accounting services. As the leader of the startup and entrepreneurial services practice at Anders, he enjoys working with entrepreneurs and emerging companies by helping them raise capital, structure their businesses, implement accounting systems, and minimize their tax burdens.

Finklang also advises individuals, family and closely-held businesses, as well as their owners, on tax-saving strategies and tax planning. He works with technology and software companies, manufacturers, distributors and commercial real estate companies.

Brent McClure

Brent McClure

McClure joined Anders in 2015, working with high-net-worth individuals and businesses on their tax, trust and exit planning needs. His experience helping businesses successfully transition their companies led him to developing and leading the exit planning group at the firm. With more than 20 years of experience, he enjoys helping clients manage their financials so they can focus on the areas of business that are most important to them.

Anders Names Stafford Chief Operating Officer

Michael Stafford

Michael Stafford

Anders CPAs + Advisors (FY16 net revenue of $30 million) of St. Louis, has named Michael Stafford as chief operating officer.

Stafford joined Anders in 2016 as director of finance and administration with more than 20 years of CFO experience. In his role, he provides strategic financial direction to benefit profitability, growth, operations and business strategy, and also provides managerial direction to the internal accounting staff.

Stafford’s experience working for an internal audit and consulting firm and knowledge of the health care and legal industries, mixed with his analytical, strategic mentality, gives him the ability to understand all aspects of the business and make sound financial decisions. As the COO, internal functions such as finance, human resources, internal technology and administrative staff will report up through Stafford.

Anders Admits Madison as Partner

Anders CPAs + Advisors (FY16 net revenue of $30 million) of St. Louis admitted Christopher Madison as a partner in the audit and advisory services group.

Madison, who has 30 years of public accounting experience, specializes in audit and advisory services for single and multi-employer pension and welfare plans. He has experience in serving Taft-Hartley benefit plans and also works on financial statement audits for manufacturers and distributors and other closely-held business and professional services firms, not-for-profit organizations and government entities.

“Chris’ experience and knowledge in pension and welfare plans, as well as in the niches that align with ours, enrich our position and fit-in seamlessly with our vision for growth. Culture is very important to all of us at Anders and Chris shares our vision and values, specifically in serving clients and providing opportunities for young professionals to create a firm of the future,” says Robert Minkler, Jr., MP.

Anders Unites Technology Affiliate Under the Brand

St. Louis-based Anders CPAs + Advisors (FY16 net revenue of $30 million) has united its longtime technology affiliate under the brand as a key component to the firm’s expanding advisory services.

While Anders has had a technology affiliate for nearly 20 years, technology services have always been marketed under a separate name and logo, most recently Inflexion. With the growing emphasis on offering comprehensive and cohesive advisory services for clients, the firm believes it is advantageous for this service line to share the same brand identity.

“Since we launched the new Anders brand in 2013, we have enhanced our reputation, increased market share as well as our physical footprint and added other advisory services to our offerings,” says MP Robert J. Minkler Jr. “Consolidating one of our largest service lines under the brand makes strategic sense for the technology team and the firm, but most of all for our clients. Technology services continue to become more integrated into other services offered by Anders, and this move will assist us to provide a more seamless experience for clients.”

The Anders Technology Advisors team is led by Theresa Stearns and Brent Kaniecki and their 22 team members, specializing in managed IT and cloud services including infrastructure, security and disaster recovery, along with business intelligence, data analytics and IT advisory services.