Search Results for: BDO Alliance

BDO Alliance Welcomes 5 New Firms

February 13, 2020 by

BDO Alliance USA, the alliance of independently owned accounting, consulting and service firms, welcomes five new CPA firms as members.

The new members are: Tulsa, Okla.-based CCK Strategies, San Francisco-based Bregante+Company (FY18 net revenue of $10.6 million), Martin DeCruze & Company of Stamford, Conn., Fasten Halberstam of New York, and Hall & Company CPAs & Consultants of Irvine, Calif.

The BDO Alliance USA now has 215 CPA member firms in over 500 locations nationwide.

CCK Strategies serves small and middle-market companies, entrepreneurs and wealthy families in the greater Tulsa, Okla., and Frisco, Texas, marketplaces. They specialize in serving manufacturing, real estate, oil and gas, and health care-related businesses.

Bregante+Company serves closely held businesses and high-net-worth individuals throughout northern California.

Martin DeCruze & Company serves private equity firms, closely held businesses and high-net-worth individuals primarily throughout Fairfield County, Conn.

Fasten Halberstam serves high-net-worth individuals and privately held businesses, with a specialization in real estate and health care, primarily throughout the New York metropolitan area.

Hall & Company CPAs & Consultants serves privately held businesses, SEC clients and high-net-worth individuals primarily throughout Southern California. They specialize in serving real estate/construction, law firms and manufacturers.

More news from BDO Alliance USA

Filed Under: Association News, Best of the Best, IPA 400

Aycock & Company Joins BDO Alliance

November 27, 2019 by

BDO Alliance USA welcomes Aycock & Company, a $5 million firm in Houston, as its newest CPA member firm.

The BDO Alliance USA, a subsidiary of Chicago-based BDO USA (FY19 net revenues of $1.64 billion) now has 215 CPA member firms in over 500 locations nationwide.

Aycock & Company specializes in serving wealthy families and small to medium-sized businesses with revenues of between $20 million and $100 million in the greater Houston area.

Michael Horwitz, BDO partner and executive director of alliance services, says, “They were the top-scoring firm in the 2019 Best of the Best from INSIDE Public Accounting’s survey of 550 firms, and we believe their professionals share BDO’s commitment to exemplary client service.”

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Filed Under: Association News, Best of the Best

Three CPA Firms Join BDO Alliance USA

November 13, 2019 by

Chicago-based BDO Alliance USA has added three new CPA firms as members.

Moody & O’Neal CPAs of Mount Pleasant, S.C., provides tax services to small and medium-sized businesses, especially in the real estate, construction and professional services industries, in the greater Charleston, S.C., area.

Spoor Bunch Franz of St. Petersburg, Fla., provides tax, audit and CAS/consulting services to small and medium-sized businesses in the greater St. Petersburg/Tampa area.

Stockman Kast Ryan + Company (FY18 net revenue of $9.8 million) of Colorado Springs, Colo., specializes in serving real estate and construction clients, high-net-worth families, nonprofits, employee benefit plans and small businesses in the southern Colorado.

BDO Alliance USA now has 214 CPA member firms in more than 500 locations nationwide.

“We know that members share a desire to keep pace and evolve with where the industry is going,” says Michael Horwitz, BDO USA partner and executive director of alliance services. “They find they can do that with the BDO Alliance USA and enjoy the camaraderie of fellow members. We welcome these new firms and their talents into our program.”

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Filed Under: Association News, Firms, IPA 400

Saltmarsh Becomes Independent Member of BDO Alliance USA

June 6, 2018 by

Pensacola, Fla.-based Saltmarsh Cleaveland & Gund (FY17 net revenue of $18.5 million) has become a member of BDO Alliance USA.

As an independent member of the BDO Alliance, Saltmarsh will be able to expand the services offered to clients by drawing on the resources of BDO USA and other Alliance members.

“The BDO Alliance USA allows us to better serve our clients as they expand regionally, nationally, and globally, while remaining an independent firm,” says Saltmarsh president Lee Bell. “We will have access to the technical knowledge and specialty services of BDO USA and its international organization.”

Filed Under: Association News, IPA 200

OnDefend Joins BDO Alliance USA

May 17, 2018 by

OnDefend has joined BDO Alliance USA as an independent member of BDO Alliance. OnDefend can provide access to strategic relationships, marketing and resources by drawing on the capabilities of BDO USA and other Alliance members.

“We believe the professionals of OnDefend share BDO’s commitment to exemplary client service and we want to welcome them into the BDO Alliance USA,” says Michael Horwitz, BDO USA, LLP partner and executive director of Alliance Services.

OnDemand is primarily known for enterprise cybersecurity testing and compliance consulting. They recently launched CyberSURE, the company’s new cybersecurity solution for midsize and smaller businesses that previously had no affordable or viable option to become cyber secure.

A proprietary user-led software solution, CyberSURE is a plug-and-play security platform that assesses a company’s real-time cyber risks, assigns a Cyber Score, lists recommendations and provides tools and support to secure the company. Once the client’s Cyber Score improves, they receive a Cyber Secure Certificate to certify they are safe to do business with. CyberSURE clients also have access to a discounted cyber insurance policy to cover issues related to attacks and hacks.

“CyberSURE is a first of its kind solution giving local and regional companies an affordable way to visualize their current cybersecurity risks as well as the tools to become cyber secure,” says OnDefend Cofounder Ben Fink. “CyberSURE will help these companies meet the goal of securing and protecting their company from threats while giving them an easy way to ensure a cyber-safe future.”

“We are excited to expand our relationship with BDO USA,” says OnDefend Cofounder Chris Freedman. “Being a trusted Alliance member allows opportunities to work even more closely in collaboration with BDO USA and its Alliance members across the country.”

Filed Under: Association News

SD Mayer & Associates Joins BDO Alliance USA

May 1, 2018 by

SD Mayer & Associates of San Francisco, joined BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting and service firms.

“Our membership with BDO Alliance USA will allow us to serve our clients with greater flexibility, efficiency and cost effectiveness,” says Stephen Mayer, founder and MP of SD Mayer. “As a member firm, we can draw upon the expertise of a nationwide network of professional service firms that share the same values of excellent client service and collaboration for the benefit of clients.”

Filed Under: Association News, Firms

Ten CPA Firms Join BDO Alliance USA

March 27, 2018 by

BDO Alliance USA, an alliance of independently owned local and regional accounting, consulting and service firms, welcomes 10 new CPA firms as members.

The following firms have joined the BDO Alliance USA:

  • ATA CPA Group of Edison, N.J.
  • Bates Carter & Co. of Gainesville, Ga.
  • Cobb Ezekiel Loy & Company (FY16 net revenue of $1.5 million) of Graham, N.C.
  • Guilmartin DiPiro & Sokolowski of Middletown, Conn.
  • Lerro & Chandross of Boca Raton, Fla.
  • Munninghoff Lange & Co. of Covington, Ky.
  • PBC Advisors of Oak Brook, Ill.
  • Scott Guber of Hauppauge, N.Y.
  • Tate & Tryon CPAs and Consultants (FY16 net revenue of $22.6 million) of Washington, D.C.
  • Lancaster, Pa.-based Trout Ebersole & Groff (FY16 net revenue of $14.8 million)

“We know that members share a desire to keep pace and evolve with where the industry is going. They find they can do that with the BDO Alliance USA and enjoy the camaraderie of fellow members. We welcome these new firms and their talents into our program,” says Michael Horwitz, BDO USA partner and executive director of alliance services.

BDO Alliance USA now has 197 CPA member firms in 487 locations nationwide.

Filed Under: Association News

Mitchell Titus Joins BDO Alliance USA

March 14, 2017 by

New York-based Mitchell Titus has joined BDO Alliance USA.

“As a member of the BDO Alliance USA, we are able to supplement our services in addressing the diverse needs of our current and future clients,” says chairman & CEO Anthony Kendall of Mitchell Titus.

Joining the BDO Alliance USA provides member firms like Mitchell Titus with enhanced capabilities through the availability of supplementary professional services, focused industry knowledge and thought leadership. The BDO Alliance USA presents firms with an opportunity to expand services to clients without jeopardizing existing relationships or our autonomy by accessing the resources of BDO USA, LLP and other Alliance members.

Forty years since inception, Mitchell Titus is still holding steadfast to its core value: Achieving Excellence Together. Kendall affirmed that “We [Mitchell Titus] cannot achieve growth without listening to our clients, friends of the firm, and what the market has to say. We learn a lot about our areas of opportunity just from listening. Our goal is to achieve excellence in client service every day. Our joining the BDO Alliance USA is just one of the many ways that we are continually evolving our commitment to superior client service.”

Filed Under: Association News, Firms

Sutton Frost Cary Joins BDO Alliance

October 26, 2015 by

Arlington, Texas-based Sutton Frost Cary has joined the BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting and service firms with similar client service goals, according to Fort Worth Business.

Sutton Frost Cary has served the Dallas-Fort Worth area for more than 25 years.

“Our client base here in the D-FW Metroplex is increasingly exploring business opportunities in other domestic markets and foreign countries. The BDO Alliance USA allows us to better serve these clients as they expand regionally, nationally and globally, while maintaining our autonomy,” says MP John Sutton. “In addition to the geographic benefits, our firm will have access to greater technical knowledge and specialty services of BDO USA and its international organization.”

Filed Under: Association News, Firms

RotenbergMeril Joins BDO Alliance USA

November 18, 2014 by

Saddle Brook, N.J.-based RotenbergMeril (FY13 net revenue of $10.1 million) has joined the BDO Alliance USA. As an independent member of the BDO Alliance USA, RotenbergMeril can expand the services offered to clients by drawing on the resources of BDO USA LLP and other Alliance members.

“Our client base in the New York and New Jersey market is increasingly exploring business opportunities in other domestic markets and foreign countries. The BDO Alliance USA allows us to better serve these clients as they expand regionally, nationally and globally, while maintaining our autonomy,” says Neal Rotenberg, MP of RotenbergMeril. “In addition to the geographic benefits, our firm will have access to greater technical knowledge and specialty services of BDO USA and its international organization.”

The BDO Alliance USA allows RotenbergMeril to broaden its coverage in international audit and tax services and expands its capabilities in such specialty areas as information systems assurance and specialized tax services.

Filed Under: Association News, Firms
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