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Moore Stephens North America Announces Award Winners

The accounting association Moore Stephens North America (MSNA) has announced the winners of its second annual MSNA awards that recognize significant contributions to the advancement of the organization.

The winners were announced recently at the MSNA Spring Conference in Chicago.

The 2019 Collaboration Award was presented to the team at Beene Garter of Grant Rapids, Mich. (FY18 net revenue of $14.5 million).

“Over the years, Beene Garter has been a firm that consistently collaborates in areas we are both working in, as well as areas each other may be exploring,” says Tony Caleca, MP of Creve Coeur, Mo.-based Brown Smith Wallace (FY17 net revenue of $46.3 million).

Moore Stephens Award Winners

Caleca notes the regular collaborations in audit and tax, as well as the opportunities Beene Garter has made possible through the sharing of new software and processes. With a “what can we do to help” approach, their eagerness to collaborate has led to great referrals and additional business on both ends.

The 2019 Improvement Award was presented to the team at Vancouver, British Columbia-based DMCL. DMCL has grown by more than 40% in the past three years, and the firm plans to continue serving the community as the largest independently owned accounting firm in the Lower Mainland.

The 2019 Innovation Award was presented to the team at Woburn, Mass.-based DiCicco Gulman & Company (FY17 net revenue of $26.4 million). Through its weekly comedy program, “The Breather,” DGC has introduced a form of stress release through these four-minute videos, while also helping their growing firm get to know their coworkers a little better. With a huge impact on company morale, these videos prove the different ways that innovation can help move firms forward.

“While our members have seen substantial growth and success across the board, we feel it’s important to highlight those firms and individuals who have gone above and beyond,” says MSNA CEO Tony Szczepaniak. “We are proud to acknowledge their accomplishments and give them the accolades they deserve.”

Employees from member firms nominated the individuals, teams or firms the awards, with winners selected by the MSNA Executive Office.

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LeaseCrunch Partnering with Moore Stephens North America

The lease accounting software company LeaseCrunch has announced that it is now a strategic partner of Moore Stephens North America (MSNA).

“In addition to delivering an expanded distribution channel for LeaseCrunch software to over 40 firms with more than 150 offices and nearly 7,000 professionals, the program offers LeaseCrunch the ability to partner with Moore Stephens North America member firms by providing products that are integrated into their member client solutions,” says Joel Hess, principal at LeaseCrunch.

“We’re always looking to deepen our bench, and LeaseCrunch delivers solutions to problems our members have faced in the past, and the tools to help them plan for the future,” says Laura Metz, MSNA marketing and communications manager.

The LeaseCrunch software is customizable to the size of the company and enables the accounting firm to either act as bookkeeper or set clients up within the system to manage their own lease portfolio. LeaseCrunch is designed to reduce the time it takes clients to prepare for an audit and for CPA firms to perform the audit.

MSNA has 43 member firms in the United States, Canada and Mexico, with 130 collective offices in most major North American markets and nine member firms on the INSIDE Public Accounting Top 100 Firms list.

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Ostberg Elected a Director of Moore Stephens US Tax Services Limited

Linus Ostberg

Moore Stephens US Tax Services Limited, part of the Moore Stephens Doeren Mayhew (FY17 net revenue of $72.6 million) group, announces that Linus Ostberg has been elected a director.

Ostberg has advised on cross-border tax matters for more than 11 years with a particular focus on private clients. Before joining Moore Stephens in late 2017, Ostberg spent seven years with a Big 4 firm in the U.K, Sweden and the U.S., where he advised a variety of clients on complex U.S. tax matters.

“Linus has an excellent track record of advising on the most difficult and high-value cross-border tax affairs,” says Joseph A. Amine, director at Moore Stephens Doeren Mayhew.

Ostberg’s areas of expertise include:

  • Tax compliance and planning for structuring of international business operations
  • Tax consulting and compliance for U.S. citizens living or working outside the United States and non-U.S. citizens residing within the United States
  • Assisting multi-national individual clients from a U.S. tax aspect with international investments and offshore trusts
  • Integrated tax planning for minimizing income, estate and gift taxes

Moore Stephens Doeren Mayhew offices are located in Troy, Mich., Houston, Dallas, Miami, Charlotte, N.C., Zurich and London. Moore Stephens Doeren Mayhew is an independent member firm of Moore Stephens North America.

Moore Stephens North America Appoints Three New Board Members

Bruce Zicari

Bruce Zicari

Members of Moore Stephens North America (MSNA) have voted in three new members to join the MSNA Executive Board.

“The Bonadio Group has been proud to be part of the MSNA Team for over two decades, delivering great value to our firm, our people and our clients,” says Bruce Zicari, incoming MP at Pittsford, N.Y.-based The Bonadio Group (FY18 net revenue of $97.9 million). “I am honored to be appointed to the MSNA Board and look forward to working with my fellow board members, as well as the member firms, to collaborate, innovate and improve.”

In addition to Zicari, Patrick Fuelling, partner at Troy, Mich.-based Doeren Mayhew & Company (FY17 net revenue of $72.6 million), and Dan Natale, managing partner at Segal LLP of Toronto, Ontario, joined the board, effective Jan. 1.

Patrick Fuelling

Patrick Fuelling

“At Doeren Mayhew, we see the benefits of being a member firm with Moore Stephens on a daily basis. Leveraging a network of specialized resources across the globe has helped us gain opportunities we might not have otherwise been able to,” says Fuelling.

Natale says, “Since joining MSNA, Segal LLP has developed strong, mutually rewarding relationships with member firms across the association and I look forward to working with my colleagues on the board to help MSNA and its members meet our goals.”

The executive board is democratically elected by their peers to set the direction for North America, so clients are assured the same professional standards and quality services are provided everywhere.

Dan Natale

Dan Natale

“Each new board provides a unique set of insights and perspectives to propel our association forward, and the addition of Bruce, Pat and Dan will certainly keep that momentum going,” says Tony Szczepaniak, chief executive officer of MSNA.

The executive board consists of nine members. In addition to Zicari, Fuelling and Natale, Andy Armanino, MP of San Ramon, Calif.-based Armanino LLP (FY17 net revenue of $242.7 million), and Tony Caleca, MP of Creve Coeur, Mo.-based Brown Smith Wallace (FY17 net revenue of $46.3 million), will remain as chair and vice-chair, respectively. Also retaining their seats on the board are Lou Grassi, CEO and MP of New York-based Grassi & Co. (FY17 net revenue of $59.6 million), Rick Davis, CEO of Greenville, S.C.-based Elliott Davis (FY18 net revenue of $119 million), Cheryle Burke, COO of Woburn, Mass.-based DiCicco Gulman & Company (FY17 net revenue of $26.4 million) and Beth Leonard, MP of Lurie LLP of Minneapolis (FY17 net revenue of $28 million).

Leaving the board is Greg Hutchins, partner at Los Angeles-based Holtin Carlin & Van Trigt (FY17 net revenue of $135.9 million).

BDO UK And Moore Stephens In Advanced Merger Discussions

BDO UK LLP and London-based Moore Stephens LLP, are in advanced merger discussions, expected to be completed in spring of 2019.

The proposed deal relates only to Moore Stephens LLP, consisting of the London, Birmingham, Reading, Bristol and Watford offices of the current Moore Stephens UK network.

The two firms operate in very similar sectors: energy, technology, retail, real estate, financial services and more.  Moore Stephens is also very strong in the shipping, insurance and donor assurance sectors.

The deal would further cement BDO’s position as auditor for AIM businesses and the combined firm will be one of the top auditors in the country based on the number of UK-listed companies it audits.

Moore Stephens LLP will take on the BDO brand, as it will remain part of BDO globally, the largest mid-tier accountancy organization in the world with revenues of more than $8 billion and operating in 162 countries.

“If ever there were a time for firms to turbo-charge their growth, it’s now. “It was clear from our first meeting that we share similar culture and values,” says Paul Eagland, MP, BDO.

He continues, “but we’ve always said that size isn’t a proxy for quality. A driver of this merger is one of sustainable and profitable growth that benefits our clients, people and capital markets alike.”

Simon Gallagher, MP, Moore Stephens LLP says, “To be entering final discussions to create the largest UK firm focused on entrepreneurially-spirited and fast-growing businesses is exciting – and critical for market competition. The proposed merger provides a platform for continued, sustainable growth, as well as offering something different to the market at this important time.”

According to a statement on the Moore Stephens International website, Anton Colella, Global CEO, says, “I thank the partners and staff of Moore Stephens LLP London for their contribution, as they prepare to leave the wider Moore Stephens UK business and a global organization which is in good health. With 6% year on year revenue growth across our network and our latest annual turnover projected to take us over USD 3bn for the first time, we remain focused on continuing to successfully extend our presence in key markets, building on a differentiated service model which enables greater access to senior teams for those we serve. Moore Stephens International is proud to help our clients thrive in more than 112 countries.”

Moore Stephens North America Announces Marcil Lavallée As New Member

The accounting association, Moore Stephens North America (MSNA), has announced the addition of the Candian firm Marcil Lavallée to the MSNA association. Marcil Lavallée joins the 39 member firms that make up MSNA, with over 110 offices in most major North American cities.

Marcil Lavallée was founded in 1980 with headquarters in Ottawa, Ontario, and an additional office in Gatineau, Quebec. Marcil Lavallée’s team is comprised of approximately 85 public accountants and tax specialists, providing services across a variety of industries. A francophone firm, they pride themselves on tailoring solutions to best fit their clients’ needs.

Tony Szczepaniak, CEO of MSNA, says, “Adding Marcil Lavallee to our North American landscape has been extremely valuable. Their strong presence throughout the Ontario and Quebec regions will be instrumental in expanding our member service and collaboration efforts.”

“We are convinced that MSNA will support us in our strategic planning, our continued growth and our aim to continuously improve our client service offering,” says partner Valerie Marcil.

Topel Forman LLC Joins Moore Stephens North America as a New Member

Moore Stephens North America has announced the addition of Chicago-based Topel Forman LLC to the MSNA association. Topel Forman joins the 40 member firms that make up MSNA with over 130 collective office in most major North American cities.

Topel Forman was founded in 1961 with headquarters in Chicago and an additional office in Denver. Topel Forman is a third-generation full-service accounting firm made up of nine partners and 65 professionals.

“We are very excited about the addition of Topel Forman to Moore Stephens North America,” says Tony Szczepaniak, CEO of MSNA. “Not only do they have a strong and established presence within the Chicago market, but their Denver location will help us expand into a new region, allowing our members to better serve their clients.”

“Topel Forman is very excited to become a member of the Moore Stephens organization,” says John Riley, MP of Topel Forman. “We believe this association will complement and further enhance the services that we provide to our clients within the ever-changing accounting industry, so we can continue to provide them with world class client service. We are looking forward to collaborating with the member firms both here in North America and internationally.”

Moore Stephens North America Elects Board Vice Chair

Rick Davis

Rick Davis

Rick Davis, CEO of Greenville, S.C.-based Elliott Davis (FY17 net revenue of $118 million) was elected vice chair of the board of directors of Moore Stephens North America (MSNA), effective Jan. 1.

“As a member firm, we realize the benefits of the Moore Stephens organization daily,” says Davis. “The opportunity to serve as vice chairperson of the board of directors is a unique honor. I am grateful for the trust of the membership as we all work towards the common goal of creating opportunities.”

“Our executive board is consistently filled with leaders from the top firms in North America,” says Tony Szczepaniak, CEO of MSNA.

In addition to Davis and Szczepaniak, the executive board consists of Andy Armanino, MP of Armanino LLP and chairman of the MSNA board, Beth Kieffer Leonard, MP at Lurie LLP, Cheryl Burke, COO of DGC, Tony Caleca, MP of Brown Smith Wallace, and Greg Hutchins, partner at HCVT.

Moore Stephens Names Lurie as New Member

Moore Stephens North America (MSNA) has announced the addition of Lurie LLP (FY17 net revenue of $28 million) of Minneapolis to the association. Lurie was founded in 1940 and is one of the top 15 Accounting firms in the Twin Cities and one of the top 120 nationally.

“We are fortunate to have Lurie LLP as the newest member of Moore Stephens North America,” says Tony Szczepaniak, CEO of MSNA. “Lurie is a firm founded by entrepreneurs who have taken their experience in building and sustaining their firm and have translated it into a client service point of view that is truly unique. This foundation will be a great compliment to those of MSNA and our current member firms.”

“We are excited about adding the resources of Moore Stephens North America to our firm,” says Beth Kieffer Leonard, MP of Lurie. “Our membership in MSNA will allow us to collaborate with member firms to address the evolving opportunities around technology, client service and business solutions. MSNA member firms are focused on the future and will continue to focus on proactive advice and service in highly complex situations.”

Lurie is the newest firm to join the association’s 40 member firms in the United States, Canada, Mexico and the Caribbean. With over 150 collective offices, Lurie’s Minneapolis-based office is the first office headquartered in Minnesota.

Moore Stephens International Appoints Colella as Global CEO

Anton Colella

Anton Colella

Anton Colella has been appointed global CEO of Moore Stephens International. He is currently global chief executive of the Institute of Chartered Accountants of Scotland (ICAS).

“His experience offers a unique insight into the challenges facing our business and he brings change management skills which will greatly benefit our network and its member firms. Anton’s appointment provides the inspiration, direction and challenge necessary to achieve the objectives of Moore Stephens International and cement our position as a major global business,” says Richard Moore, chairman.

Colella comments, “The accountancy and advisory world is at a crossroads, where the challenges of technology, ethics and geopolitical upheaval will present opportunities for those who are bold enough and ambitious enough to seize them.

“Over the past decade, Anton has been the architect of a transformed ICAS and we want to thank him for his immense contribution,” says ICAS president, Sir Brian Souter.