Search Results for: Clark Schaefer Hackett

Clark Schaefer Hackett Acquires Business Management Resources

Cincinnati-based Clark Schaefer Hackett (FY18 net revenue of $64.8 million) has acquired Business Management Resources (BMR), a managed accounting services provider to a global restaurant chain.

The firm says businesses have a growing need for back-office support so it is investing more in managed service solutions.

“This acquisition is a continued expansion of our capabilities beyond compliance work,” says Kerry Roe, president of CSH. “The BMR team brings a proven, process-driven system for serving franchises and we aim to grow their network and pursue opportunities with other franchise systems.”

BMR founder James Back is a franchise owner himself. “Jim brings great perspective to us as a franchise owner. He knows the business inside and out and he’s an expert at franchise financials,” continues Roe. “Likewise, CSH can bring added benefits to the table like data analytics, technology and infrastructure.”

“Joining CSH increases my team’s core accounting and financial advisory capabilities and our ability to add value to our client’s business,” Back says. “We are better positioned to serve our clients well into the future.”

Back and three employees will join CSH’s East Lansing, Mich., office.

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Clark Schaefer Hackett Acquires Keelsra Business Services

Cincinnati-based Clark Schaefer Hackett (FY18 net revenue of $64.8 million) has acquired Keelsra Business Services, an outsourced accounting firm specializing in serving nonprofit and small business clients.

“The demand in the marketplace for outsourced accounting services continues to grow,” says Kerry Roe, president of Clark Schaefer Hackett. “As a result, we continue to invest in expanding our outsourced accounting and advisory capabilities.”

“This expansion adds to our capability to partner with clients needing full-service accounting services,” says Devesh Kamal, PIC of Clark Schaefer Hackett’s Springfield, Ohio, office, where Scott Campbell, owner of Keelsra, and his staff have moved.

“My priority has always been to serve the best interests of my clients and the people who work here. This unification accomplishes both with access to additional resources and more sophisticated services,” says Campbell. “Because of the work we do, taking accounting, payroll and other business tasks off their plate, our clients can focus on their own missions to improve the lives of others.”

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Clark Schaefer Hackett Admits Two Shareholders, Promotes Others

David Klopfer

Cincinnati-based Clark Schaefer Hackett (FY18 net revenue of $64.8 million) has announced the promotions of 53 professionals throughout the firm, including two who have been admitted to the partnership group.

“Through their dedication and hard work, these recently promoted employees continue to further our mission of bettering the lives of our clients, people and communities,” says president Kerry Roe.

The new partners are:

  • David Klopfer, financial services industry group, Cincinnati
  • Brittany Lawrence, tax planning and compliance, Fort Mitchell, Ky.

The following professionals were promoted to principal:

Brittany Lawrence

  • Brandon Butcher, tax compliance and consulting, Cincinnati
  • Brad Eberhard, audit, Columbus
  • Cathy Smucker, tax, Columbus

Founded in 1938, Clark Schaefer Hackett has more than 450 shareholders and staff in eight offices throughout Ohio, Kentucky and Michigan.

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Warmels & Comstock and Layton & Richardson Join Clark Schaefer Hackett

Warmels & Comstock and Layton & Richardson of East Lansing, Mich., have agreed to merge with Cincinnati-based Clark Schaefer Hackett (FY18 net revenue of $64.8 million), effective July 1.

“We are excited to have Warmels & Comstock and Layton & Richardson join CSH. Both firms have established practices that exemplify CSH’s mission of bettering the lives of our clients, people and communities. We are looking forward to expanding our reach in Michigan,” says CSH President Kerry Roe.

Warmels & Comstock and Layton & Richardson have served the Greater Lansing community for more than 50 years. As part of CSH, they will continue to provide accounting and tax solutions to businesses and individuals and dramatically expand their business advisory services to include Data Analytics, Strategic HR, Operational Process Improvement, Technology and more.

“Our firm culture of putting the client first, working hard, and acting with integrity is a perfect match for the culture at CSH. We look forward to a smooth transition that will enhance our service offerings and provide additional growth opportunities for our staff,” says Dan Warmels, co-founder of Warmels & Comstock.

CSH continues to grow through strategic acquisitions. Over the last few years, CSH has acquired CPA and advisory firms including Cincinnati-based JD Cloud and Toledo-based LublinSussman Group. In October 2018, CSH acquired Cincinnati-based Definity Partners, a leading workforce development, training and technology firm.

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Clark Schaefer Hackett Acquires Definity Partners

Kerry Roe

Cincinnati-based Clark Schaefer Hackett (FY18 net revenue of $68 million), an IPA 100 firm, has acquired Definity Partners, a workforce development, training and technology firm in West Chester, Ohio.

Definity Partners works with clients to increase productivity, lower costs and reduce turnover using a proprietary system they call Run Improve Grow.

The acquisition combines two complementary businesses, the firm says. The expanded services will give the firm new capabilities to improve operations and drive business growth for clients.

“Our mission at Clark Schaefer Hackett is to make our clients’ lives better by removing obstacles to their success,” says CSH President Kerry Roe. “This new alliance with Definity Partners brings on board new solutions, new services, new expertise and new technology that enable us to deliver even more fully on that mission.”

CSH says the acquisition will deliver the comprehensive solutions necessary in today’s complex business environment. “Today, virtually any change a business makes in one area will have a ripple effect to others, so a holistic approach to business services is essential,” says Roe. “This deal brings the full scope of expertise in finance, strategy, technology, operations, sales and workforce development under one roof to enable that holistic approach.”

Definity Partners has 25 professionals who focus on business transformation initiatives that integrate process improvement, workforce training, talent management, technology solutions, eCommerce and data analytics.

“Our best clients are moving beyond the tools-based approach for solutions to their most complex business challenges,” says Definity Partners founder and Chief Innovation Officer Ray Attiyah. “Joining Clark Schaefer Hackett is a strategic move for Definity Partners. We are thrilled to join forces and extend the impact of Run Improve Grow to help companies solve their most complex challenges with new, bolder solutions.”

Definity Partners will operate as an extension of Clark Schaefer Hackett’s advisory services under the continued leadership of president and CEO Jim Barney and Founder and Attiyah.


Clark Schaefer Hackett Admits New Shareholders

Dustin Deck

Dustin Deck

Cincinnati-based Clark Schaefer Hackett (FY17 net revenue of $68 million) president Kerry Roe announced two new firm shareholders.

Dustin Deck has significant experience providing tax services to real estate and construction companies. He also provides tax planning guidance, offering business owners and other individuals insight on the tax implications of their decisions.

John Parks

John Parks

John Parks has more than 25 years of experience with Clark Schaefer Hackett. He spends the majority of his time focusing on manufacturing clients, performing reviews and compilations, and also serves clients in commercial services industries.

“Our mission is to better the lives of our clients, people and communities,” says Roe. “And one way we achieve this is through the development and growth of our employees. As we celebrate our 80th year in business, it’s especially rewarding to recognize the advancement of these dedicated professionals who are contributing to our firm’s success.”

Clark Schaefer Hackett Names Chair of Manufacturing and Distribution Group

Eric Schnieber

Eric Schnieber

Cincinnati-based Clark Schaefer Hackett (FY16 net revenue of $65.7 million) named Eric Schnieber, a shareholder in the Cincinnati office, has been named chair of the manufacturing and distribution group. As chair, Schnieber will lead professionals from across the firm who serve hundreds of manufacturing clients in the region.

“At CSH, we know manufacturing and distribution. It is not just a core industry for us, it is the industry on which our firm was founded in 1938. Today our firm serves over 800 clients, ranging from closely held businesses to multi-national corporations. It is a great honor to lead such an accomplished group. I’m confident that we can build upon our record of client satisfaction and growth,” says Schnieber.

Schnieber, who joined CSH in 2007, has focused on assurance and consulting services for privately-held, middle-market commercial entities, both established and start-up, within the manufacturing, distribution and service provider niches. As a member of the manufacturing and distribution industry group, Schnieber works to develop an understanding of emerging issues impacting clients and provides proactive advice designed to maximize clients’ financial benefits.

Clark Schaefer Hackett Admits McRill as Shareholder

Scott McRill

Scott McRill

Scott McRill has been admitted as the newest shareholder with Cincinnati-based Clark Schaefer Hackett (FY16 net revenue of $65.7 million). He is based out of the Cleveland office.

McRill has 30 years of experience in public accounting with specific experience in advising private equity and corporate clients on acquisition and divestiture activity, including due diligence, integration planning and implementation, transaction structuring, valuation, and divestiture planning and preparation.

“Scott brings exceptional technical acumen to meet the needs of our current clients, as well as business development skills to help us grow our practice,” says Kerry Roe, CSH president.

LublinSussman Group to Join Clark Schaefer Hackett

Toledo, Ohio, accounting firm LublinSussman Group will be merged with Cincinnati-based Clark Schaefer Hackett (FY16 net revenue of $64.6 million), the firms announced.

“Combining our offices in Toledo increases our capacity to deliver excellent service to clients – both existing and new,” said CSH President Kerry Roe.

The Cincinnati firm has had a Toledo office, but the acquisition will expand its local presence and move its operations to the LublinSussman office. Clark Schaefer, which is a 79-year-old accounting and advisory firm, entered the Toledo market in 2012 when it acquired Brell Holt & Co.

Three LublinSussman managers will become Clark Schaefer partners: Lee Wunschel, Thomas Jaffee and Eric Golus.

Clark Schaefer Hackett Elects New Firm President, Vice President

Kerry Roe

Kerry Roe

Cincinnati-based Clark Schaefer Hackett (CSH) (FY16 net revenue of $64.6 million) announced that the partners have elected Kerry Roe as the firm’s next president, starting in July 2017.

Roe, who has been with CSH for 22 years, has led the firm’s government services group and also served as the firm’s executive vice president for seven years. He began his career as an auditor for the state of Ohio.

“I am humbled by my fellow shareholders’ confidence in choosing me as their next president,” says Roe. “I am excited to lead a talented team of nearly 400 individuals in bettering the lives of our clients, our people and our communities. We will continue to provide the trust, vision, guidance and outcomes needed by our clients as they face very diverse business challenges and opportunities.”

Carl Coburn has been the firm’s president since 2008 and will maintain that role through July 2017. Coburn will remain at CSH, serving clients and offering support to the officers, as well as continuing his involvement in the leadership of the AGN–North America Executive Committee.

Clark Schaefer Hackett also announced that Doug Michel has been elected as an executive vice president. In addition to Michel’s involvement in several practice areas over his 29 years with CSH, he has led the firm’s focus on recruitment, orientation and retention of staff.