Search Results for: McKonly & Asbury 

McKonly & Asbury Admits Marta Horst as a Partner

Camp Hill, Pa.-based McKonly & Asbury (FY18 net revenue of $9.6 million) has announced that Marta Horst has been admitted as a principal.

Horst joined the firm in 2007 and leads the firm’s tax practice from the Lancaster, Pa., office. She serves clients in a range of industries including manufacturing, retail and financial services. She has extensive experience with corporations, trusts and partnerships, including federal and state income tax compliance and planning. She is also involved with domestic and international financial statement tax accounting.

Additionally, the firm announced one promotion to senior manager, one to manager, three to supervisor and three to senior accountant.

More news from McKonly & Asbury

McKonly & Asbury Goes From One MP to Two

Michael Hoffner

Camp Hill, Pa.-based McKonly & Asbury (FY18 net revenue of $9.6 million) announced that Michael Hoffner has been sharing the MP role with Kurt Trimarchi as of Jan. 1.

Trimarchi joined McKonly & Asbury in 2003 and became MP in 2015. Hoffner has been with the firm for nearly 15 years and has served on its executive committee.

The decision to create a co-MP arrangement stems from rapid growth in 2019, both internally and within the firm’s affiliated companies, the firm announced. Trimarchi and Hoffner will be responsible for firm strategy and growth, client engagement, team development, corporate culture and community presence.

Trimarchi says of Hoffner: “He has been a key leader since the day he joined the firm and instrumental in assisting my role in leading the firm, even before I was named managing partner. This announcement is a mere formality of the role he has already been performing. More importantly, what it means to our firm and our clients, is that we will continue to focus on controlled growth and exceptional client service.”

Kurt Trimarchi

Hoffner says the arrangement will allow the pair to leverage their strengths. “Bifurcating the role will allow us to collectively meet the administrative needs of the firm, invest further in the development of our team, serve our dynamic and growing client base, and seek out additional opportunities for growth.”

Growth last year included acquisition of a third office in Bloomsburg, Pa., and an ownership stake in Dale Carnegie Mid-Atlantic so the firm can offer leadership, team building and staff development to clients while expanding their presence into the Maryland, Northern Virginia, Washington, D.C., and West Virginia.

Also in 2019, McKonly & Asbury’s affiliate, Bridgeford Trust Company – an independent, full service trust company with South Dakota Trust powers – has seen exponential growth providing fiduciary services to domestic and international families.

More news from McKonly & Asbury

McKonly & Asbury Announces New Principals

Shalane Cohen

Camp Hill, Pa.-based McKonly & Asbury (FY18 net revenue of $9.6 million) announces that two professionals have been admitted to the leadership team as principals, Shalane Cohen and Danielle Guinter.

Danielle Guinter

Cohen and Guinter both joined McKonly & Asbury in 2005. They each have 14 years of audit experience and are leaders in the firm’s assurance and advisory practice. They work out of the Camp Hill office.

Cohen primarily works with clients in employee benefit plan and manufacturing industries. She is active on the firm’s LEAN Committee and is also involved with recruiting and finding talent for the practice.

Guinter works with clients in the construction, employee benefit plan and manufacturing industries.

More news from McKonly & Asbury

McKonly & Asbury Acquires Brewer & Company

Kurt Trimarchi

Camp Hill, Pa.-based McKonly & Asbury (FY17 net revenue of $9.8 million) announces its acquisition of Brewer & Company LLC and the addition of an office in Bloomsburg, Pa.

Owner Daniel Brewer and staff provide tax and business services, with expertise in audit, tax compliance and back-office consulting. Brewer and staff will continue operating from their existing office, and the eight employees will become part of the McKonly & Asbury team.

“The additional resources available by being part of a regional accounting and advisory firm will permit us to provide a wider array of services and expertise to our clients and community,” Brewer says.

For McKonly & Asbury, the acquisition provides a geographic expansion and new talent to support future growth while providing clients with added depth of services.

Kurt Trimarchi, MP of McKonly & Asbury, says, “Since our founding, our approach has been to grow organically as well as to acquire firms with a similar culture and superior client service mindset. The effort we have put into this acquisition is to strive for an excellent outcome for our clients, our team and our firm, and this is certainly an exciting step forward for McKonly & Asbury.”

McKonly & Asbury Takes Ownership in Dale Carnegie Mid-Atlantic Franchise

Camp Hill, Pa.-based McKonly & Asbury (FY17 net revenue of $9.8 million) announces its partnership with Dale Carnegie Mid-Atlantic, a long-standing client of the firm.

On Jan. 1, McKonly & Asbury became an owner of the Dale Carnegie Mid-Atlantic franchise, which is recognized consistently as one of the top 10 franchises in the world by Dale Carnegie & Associates. Founded in 1912, Dale Carnegie has evolved from one man’s belief in the power of self-improvement to a performance-based training company with offices in over 85 countries.

“We see this partnership with Dale Carnegie as an extension of services that McKonly & Asbury can provide to our clients so we can continue to be a true business partner for them. It expands the depth and breadth of our expertise in the areas of leadership, team-building and people development while broadening our footprint into the Maryland, northern Virginia, Washington, D.C., and West Virginia marketplaces,” says MP Kurt Trimarchi. “We are confident that these new service offerings will allow us to develop deeper relationships with existing clients and to open doors to new ones.”

Dale Carnegie designs programs that offer people the knowledge, skills and practices they need to add value to the organization. “For over a century, Dale Carnegie has been improving individual and business performance around the world,” the firm says in a statement. “While their training techniques continue to evolve, their core principles remain true to a single vision: real transformation begins within.”

Dale Carnegie offers programs in leadership, management development, customer engagement, service, sales, communication, and other related programs.

McKonly & Asbury Announces New Partner

Elizabeth Harriger

Camp Hill, Pa.-based McKonly & Asbury (FY17 net revenue of $9.8 million) announces that Elizabeth Harriger has been admitted into the partnership.

“Our focus on people continues to be the vision that drives our culture, and we are fortunate to have some of the best and brightest talent in Pennsylvania working for us,” the firm says in a statement.

Harriger joined McKonly & Asbury in 1996. She is the director of the affordable housing practice. With over 20 years of extensive audit, tax and consulting experience in the low-income housing tax credit industry, she leads the firm’s affordable housing team in tax and consulting. She provides technical review and consultation for affordable housing audits. She also provides low-income housing tax credit training to clients and other organizations.

McKonly & Asbury Partner Named Among 2018 Women of Influence

Janice Snyder

Janice Snyder

Janice Snyder, partner at Camp Hill, Pa.-based McKonly & Asbury (FY16 net revenue of $9.7 million) has been named as one of the Central Penn Business Journal’s 2018 Women of Influence.

The Women of Influence awards honor established business leaders with proven track records of community service and business accomplishments.

With almost 20 years of experience in public accounting, Snyder is co-leader of the McKonly & Asbury’s assurance segment, serving manufacturers and distributors, health care providers, and human services organizations.

McKonly & Asbury Announces New Partner

Daniel Sturm

Daniel Sturm

Camp Hill, Pa.-based McKonly & Asbury (FY15 net revenue of $9.4 million) has admitted Daniel Sturm to the partner group.

Sturm joined McKonly & Asbury in 2007. In addition to being a partner, he is also a key leader of the firm’s external audit segment serving middle market, closely held businesses. His industry focus includes manufacturing, insurance, construction and nonprofits.

He also serves as the firm’s employee benefit plan audit services coordinator. Prior to joining the firm, he served as an audit manager in the Baltimore office of an international accounting firm, where he served a range of industries and also served as the office’s employee benefit plans service coordinator.

MP of McKonly & Asbury Stepping Down; Trimarchi Taking Reins

Camp Hill, Pa.-based McKonly & Asbury (FY15 net revenue of $9.4 million), is proud to announce that after 14 years as MP, Terry Harris will transition leadership of the firm to Kurt Trimarchi on Jan. 1.

Kurt Trimarchi

Kurt Trimarchi

Trimarchi will become Managing Partner of McKonly & Asbury on January 1, 2017. McKonly & Asbury has offices in Camp Hill and Lancaster, Pennsylvania and has enjoyed a 43-year history of success in the region.

After Harris’ 40-year career with the firm, he and the firm’s entire partner group have chosen Trimarchi as the next MP. Harris and Trimarchi have been serving as co-MPs for two years, and this change is part of the firm’s established transition plan.

“I am so proud to have been a part of McKonly & Asbury for 40 years, and I am just as proud to pass on the reins to Kurt,” says Harris. “I have complete faith and confidence in him as the firm’s next leader and am honored to have been able to work aside him during our times together here. Kurt has been an integral part of our success.”

Terry Harris

Terry Harris

Harris will continue as a principal with the firm and an advisor for McKonly & Asbury’s affordable housing clients. He will also play a key role in McKonly & Asbury’s affiliate, Bridgeford Trust Company, continuing to be a member of the board of directors, serving as chair.

Trimarchi states, “I am privileged to have been elected by my fellow partners as the next MP of McKonly & Asbury and know that I have an amazing legacy to uphold. The McKonly & Asbury team is embracing this change, and along with our new ideas, we will never lose sight of our founding commitment to superior client service and building purpose through profits, using our firm’s strengths and resources to make giving back an integral part of who we are.”

Trimarchi has been with McKonly & Asbury for 13 years. He joined the firm as director of tax services and quickly rose to leadership as PIC of the firm’s tax practice. He has more than 20 years of broad domestic and international tax experience and has extensive experience serving family business, manufacturing, distribution, retail and financial services clients as well as bringing tax value-added ideas and strategies to help maximize overall tax savings.

McKonly & Asbury Announces Co-MPs

Kurt Trimarchi

Kurt Trimarchi

Camp Hill, Pa.-based McKonly & Asbury (FY13 net revenue of $8.5 million) announced that Kurt Trimarchi has been named to Co-MP. Trimarchi has been a member of the McKonly & Asbury team for more than 10 years and has developed a well-known expertise in service to middle market and family-owned businesses in the region. Terry Harris, the firm’s current MP, will also serve as Co-MP.

“Last year we celebrated our 40th year of service to the business community of the Mid-Atlantic region. This is the perfect opportunity to expand Kurt’s role as an executive of the firm. I am looking forward to sharing the role of Managing Partner with him,” says Harris. “Kurt’s vision and dedication to our firm and to our clients have contributed to our firm’s success.”

Terry Harris

Terry Harris

“We continue to innovate at McKonly & Asbury, and the way we operate as a firm continues to grow and change. I am proud of our team, our leadership and our culture,” says Trimarchi. “Through Terry’s leadership and the foundation built by Mr. McKonly & Mr. Asbury, we have accomplished much in our 40 years. Our challenge is to continue the same client-focused dedication to service that has built McKonly & Asbury’s reputation as a partner in our clients’ success.”