Search Results for: Moss Adams

Southwest Consulting Associates to Combine with Moss Adams

Seattle-based Moss Adams (FY18 net revenue of $691 million), the 12th largest accounting firm in the country, has announced that it is acquiring Southwest Consulting Associations of Plano, Texas, which offers reimbursement services for hospitals and health system organizations.

The combination, effective Jan. 1, grows the Moss Adams health care consulting practice and quadruples the size of the firm’s existing cost-reimbursement team. It also substantially expands service offerings to nationwide hospitals and health system organizations.

“The complex and rapidly evolving nature of the health care industry creates a significant need for innovative and reliable enterprise solutions,” says Chris Pritchard, national practice leader of the firm’s health care consulting practice. “This combination allows Moss Adams to provide a full suite of industry-leading, enterprise-wide reimbursement services and creates one of the largest reimbursement practices in the Western United States.”

Founded in 1989, SCA has provided financial consulting services to health care providers for the past 30 years. It serves more than 400 clients and offers Worksheet S-10 uncompensated care reporting, Medicare disproportionate share reimbursement, Medicare cost report appeals and provider reimbursement support.

Michael Newell, president of SCA, says, “Moss Adams has a history of excellent client service and strong corporate culture that complement our existing capabilities, values and long-term growth strategy. The additional resources and services Moss Adams provides will be a great asset to our clients.”

Twenty-seven SCA professionals will join Moss Adams, growing the firm’s health care cost reimbursement practice to 35 professionals.

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Moss Adams Admits 28 New Partners

Seattle-based Moss Adams (FY18 net revenue of $691 million) announced the admission of 28 new partners, spanning 15 of the firm’s 32 locations and numerous practices. Nearly 40% of the new partners are from underrepresented groups in accounting, including women and minorities, the firm says.

“We’ve built a great team at Moss Adams and we’re fortunate to have so many dedicated and talented professionals willing to help lead the firm,” says Chris Schmidt, chairman and CEO.

The new partners are:

  • Dustin Beeker, audit, Seattle
  • Nick Bergamo, compliance, Irvine, Calif.
  • Jon Borgardt, assurance, Campbell, Calif.
  • Wakako Byer, international tax, Seattle
  • Ryan Currie, tax, Houston
  • Jens Furbach, international tax, Portland, Ore.
  • Rachel Gieseke, tax, Yakima, Wash.
  • Alan Hartmann, audit, Dallas
  • Irma Hernandez, tax, Houston
  • David Kim, health care consulting, San Francisco
  • Eric Krienert, tax, Stockton, Calif.
  • Gretchen Lucas, tax, San Francisco
  • Vance McCollough, audit, Dallas
  • Gassen Mosbahi, accounting, San Francisco
  • Justin Neff, tax, Seattle
  • Ashley Osten, audit, Portland, Ore.
  • Kunaal Patel, tax compliance, Campbell, Calif.
  • Matthew Paye, audit, Campbell, Calif.
  • Alex Ratner, tax planning, Seattle
  • Travis Riley, tax, Sacramento, Calif.
  • James Rothenberger, corporate finance services, Seattle
  • Chris Skidmore, audit, Spokane, Wash.
  • Michael Spencer, assurance, Seattle
  • Amy Stillwell, tax, San Diego
  • Andrew Suen, investment banking, Irvine, Calif.
  • Aaron Tompkins, tax, Santa Rosa, Calif.
  • Marty Tschida, tax, Denver
  • Shad Winters, tax, Fresno, Calif. 

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Moss Adams Appoints New MP of Consulting Practice

Eric Miles

Seattle-based Moss Adams (FY18 net revenue of $691 million) has announced that Eric Miles will become the new MP of the consulting practice.

Miles, a 22-year veteran of Moss Adams, will lead the firm’s numerous consulting lines, including information technology, strategy and operations, specialty tax, transactions, wealth management and other consulting services. The practice has grown rapidly and now generates more than $170 million in annual revenue.

“The continued expansion of our consulting group is a cornerstone of our growth strategy, ensuring that we not only provide exceptional services today but also anticipate our clients’ evolving business needs,” says Chris Schmidt, chairman and CEO of Moss Adams. “Eric’s prior leadership experience and history with aligning services and teams will be integral to his success managing this fast-paced practice.”

Miles previously led the fast-growing technology and media practice and several of the firm’s consulting lines.

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Moss Adams Combines With Baker Peterson Franklin

Chris Morse

Seattle-based Moss Adams (FY17 net revenue of $577 million) has agreed to combine with Baker Peterson Franklin, a full-service accounting and consulting firm in Fresno, Calif.

Effective Jan. 1, 2019, 42 professionals from Baker Peterson Franklin will join Moss Adams, including seven partners and one director, expanding the firm’s Fresno office to 71.

Chris Morse, PIC of Moss Adams’ Fresno office says, “Baker Peterson Franklin is deeply rooted in the agriculture space, perfectly complementing and expanding our existing practice and industry-specific service offerings. The addition of their talented staff grows Moss Adams into the largest accounting and consulting firm in central California.”

Founded in 1917 in Fresno, Baker Peterson Franklin has grown into one of the largest locally owned accounting firms in the Central Valley. The firm offers specialized expertise in agriculture, food and beverage processing, auto dealerships, closely held and family businesses, tax and estate planning, business consulting and auditing.

“We’ll have a greater range of capabilities and resources to bring to our clients while continuing to offer the personalized service our clients have come to expect from us,” says Kyle Stephenson, MP at Baker Peterson Franklin.

Moss Adams Combines with BPW&C in Albuquerque

Steven Keene

Seattle-based Moss Adams (FY17 net revenue of $577 million) will combine with BPW&C of Albuquerque, N.M., on Nov. 1, the firms announced.

Moss Adams will increase its Albuquerque staff to 90 by adding 21 professionals from BPW&C, including one partner and two directors.

“The addition of BPW&C’s talented staff expands the technical depth and capabilities of our Albuquerque location, enabling us to more effectively help clients navigate challenges and seize new opportunities,” says Steven Keene, PIC of the Moss Adams Albuquerque office.

Eric Herrera

With origins dating back to 1975 in Albuquerque, BPW&C offers a full range of services, from tax and estate planning to business advisory and accounting. BPW&C works with middle-market and family-owned businesses and has a well-regarded private client services practice.

Former BPW&C principal Eric Herrera will open a new firm specializing in consulting and client accounting services. Five BPW&C employees will join this new venture.

Allan D. Koltin

Tom Broderick, managing principal of BPW&C, says of the combination, “We’ll gain access to significantly more resources and service offerings that will be a tremendous benefit for our current clients and staff. In Moss Adams, we saw a firm that shared our ideals and emphasis on technical excellence and superior client service, which was an essential factor in our decision to combine. “

Allan D. Koltin, CEO of Koltin Consulting Group, who advised BPW&C on the combination says, “Tom Broderick is not only a dynamic and successful entrepreneur, he and his group specialize in providing their clients with deep business consulting and advisory services. Their combination with western region powerhouse Moss Adams will be a great fit culturally and provide even greater resources for their clients.


Moss Adams Admits 21 New Partners

Seattle-based Moss Adams (FY17 net revenue of $577 million) announced the admission of 21 new partners and two executive directors. The new partners span 15 of the firm’s 31 locations and numerous practices.

Chris Schmidt, chairman and CEO of Moss Adams, says, “Businesses are experiencing unprecedented levels of disruption and opportunity stemming from emerging technology, regulatory change and a booming economy. This talented group of partners and executive directors has demonstrated a passion for client service, and I’m confident in their ability to help our clients anticipate challenges and embrace opportunities.”

Kyle Boast was admitted as a partner in the firm’s Seattle office. Boast specializes in the technology industry and focuses on technical accounting matters relevant to venture-backed companies.

Letizia Brentano was admitted as a partner in the firm’s Phoenix office. Brentano is a tax partner focused on serving middle-market companies in the consumer and industrial products industries.

Arlene Chan was admitted as a partner in the firm’s Campbell, Calif., office. Chan has in-depth experience working with companies in the life science, biotech, hardware and software industries.

Camille Christiansen was admitted as a partner in the firm’s Spokane, Wash., office. Christiansen provides audit and consulting services to small and mid-sized telecommunications companies.

Stelian Damu was admitted as a partner in the firm’s Los Angeles office. Damu specializes in providing assurance services to for-profit and not-for-profit health care organizations, including home care organizations, long-term care organizations, hospitals, medical groups and health plans.

Kevin Dusi was admitted as a partner in the firm’s San Diego office. Dusi provides tax consulting and compliance services to multinational corporate clients in the technology and life sciences practice.

Justin Eckley was admitted as a partner in the firm’s Portland, Ore., office. Eckley provides federal and state tax compliance services and works with a variety of clients ranging from closely held businesses to large, private-equity-backed operations and multinational corporations.

Steve Fineberg was admitted as a partner in the firm’s Sacramento, Calif., office. Fineberg specializes in internal audit, business risk and fraud consulting services.

Torre Hammer was admitted as a partner in the firm’s Tacoma, Wash., office. Hammer provides corporate audit, review, transaction and consulting services for clients in the firm’s manufacturing and consumer products practice.

Kelsey Head was admitted as a partner in the firm’s Dallas office. Head primarily works with clients in the manufacturing and consumer products, construction, hospitality, real estate and professional services industries.

Kory Hoggan was admitted as a partner in the firm’s Albuquerque, N.M., office. Hoggan is a technical leader in the firm’s public company and SEC services, the not-for-profit and tribal and gaming practices and is a leader in employee benefit plan services.

Paul Holden was admitted as a partner in the firm’s health care consulting practice. Holden is a member of the firm’s health care consulting group, providing reimbursement consulting, business intelligence and operational consulting services to health care providers in acute and post-acute settings.

Mark Hurst was admitted as a partner in the firm’s Dallas office. Hurst works with public and private clients in the design, identification and testing of internal controls, and specializes in IT strategy, IT solution selection, application design of controls, IT assessments and program and project management.

Phil Knudson was admitted as a partner in the firm’s Everett, Wash., office. Knudson works with closely held businesses and their owners; construction, real estate and manufacturing companies; and alternative investment vehicles, including hedge funds, private equity funds and venture capital funds.

Chris L’Heureux was admitted as a partner in the firm’s Irvine, Calif., office. L’Heureux focuses on completing and reviewing cost segregation analyses, fixed asset tax compliance reviews, tangible property regulations consulting, fixed assets management and repair and maintenance studies.

Matt Montez was admitted as a partner in the firm’s Portland, Ore., office. Montez specializes in providing accounting and tax services to closely held businesses and their owners, with a focus on clients in the construction and real estate industries.

Weston Nelson was admitted as a partner in the firm’s IT advisory practice. Nelson specializes in risk management consulting, working closely with stakeholders to understand business and compliance risks while developing strategies to improve, remediate and monitor compliance and risk management efforts.

Francisco Sarmiento Jr. was admitted as a partner in the firm’s San Francisco office. Sarmiento is a technical leader in Sarbanes-Oxley compliance, internal audit, cost accounting consulting and forensic accounting for domestic and multinational companies in various industries.

Jennifer Schmidt was admitted as a partner in the firm’s national office. Schmidt leads accounting methods tax services and advises clients on numerous accounting method issues, including tangible property regulations, revenue recognition, cost recovery and accounting method change procedures.

Kinman Tong was admitted as a partner in firm’s San Francisco office. Tong serves not-for-profit organizations and governmental entities, providing assurance and consulting services to educational institutions, federally qualified health centers, research institutes, foundations, international nongovernmental organizations and social welfare organizations.

Michelle VanDellen was admitted as a partner in the firm’s Bellingham, Wash., office. VanDellen has extensive experience providing tax and business solutions for businesses and individual clients in the agriculture and manufacturing industries.

Piper Turner and Jamie Simmons were promoted to executive directors in the firm’s national office. Turner oversees the firm’s marketing function, including brand positioning, go-to-market strategies, and the introduction of new functional capabilities. Simmons leads the firm’s technology services team and has been instrumental in the continual evolution of the firm’s IT infrastructure—enhancing business capabilities through advanced and emerging technologies.

Moss Adams Combines With AsTech Consulting

Seattle-based Moss Adams (FY17 net revenue of $577 million), ranked No. 14 on the 2018  IPA 100 list, is combining with AsTech Consulting on Nov. 1 to improve its cybersecurity consulting practice.

AsTech is a cyber risk management firm that specializes in application and network security, secure development and security training.

“We recognize that our clients have a growing need for help with cybersecurity,” says Eric Miles, PIC of the Moss Adams advisory services practice. “The high-caliber technical expertise at AsTech will be a critical facet in safeguarding our clients’ information technology.”

Founded in 1997 in the San Francisco Bay rea, AsTech initially worked with financial institutions to design and implement secure network solutions. AsTech has evolved into a leading provider of internet application security consulting services, with clients that include one of the largest banks in the United States.

“Moss Adams has a great history, reputation and culture,” says Greg Reber, CEO and founder of AsTech. “In joining together, we’ll be complementing an established security consulting team, adding our expertise in optimizing clients’ application security programs.”

Thirteen professionals from AsTech will join Moss Adams, with Reber joining as partner.

Moss Adams Admits New Partner in Silicon Valley

Sarah Ratra

Seattle-based Moss Adams (FY17 net revenue of $577 million) announced the admission of Sarah Ratra as a new partner in the technology and life sciences practice at its Silicon Valley office in Campbell, Calif.

Ratra has practiced public accounting since 1999. She consults clients in the application and implementation of new accounting policies and technical guidance in compliance with the SEC, Sarbanes-Oxley Act and U.S. generally accepted accounting principles (GAAP) requirements.

Ratra’s expertise includes working with venture funds and management companies, focusing on investment valuation and other complex accounting issues. She has led numerous initial public offerings and merger and acquisition activities. Ratra works with venture capital firms and technology companies, ranging from emerging start-ups to multinational public entities in various sectors.

“Companies are facing many new regulatory changes and reporting requirements, and I look forward to helping clients navigate these challenges, implement new accounting policies and succeed in a rapidly evolving market,” Ratra says.

Moss Adams Names New National Practice Leader and PICs

Gabe Nachand

Gabe Nachand

Seattle-based Moss Adams (FY17 net revenue of $577 million) announced a new national practice leader and three PICS.

“We’re fortunate to have so many capable leaders within the firm who are willing and eager to help further our goals for growth and continued excellent client service,” says Chris Schmidt, chairman and CEO of Moss Adams.

Mark Thoma

Mark Thoma

Gabe Nachand was selected as the national practice leader for the financial institutions practice. He joined Moss Adams in 1995 and has been a partner in the financial services practice since 2005. Nachand works exclusively with financial services companies, many of which are SEC reporting companies. He specializes in enterprise risk management implementation and evaluation as well as technical accounting matters such as allowance methodologies, CECL implementation, acquisition accounting and mortgage operations.

Craig Sanders

Craig Sanders

Mark Thoma was named as the PIC of the Tacoma, Wash., office. Thoma has been with Moss Adams since 1997 and focuses on providing accounting and business advisory services to owner-managed entities with an emphasis on clients in construction, real estate and professional services industries.

Craig Sanders was named PIC of the financial services consulting practice. Sanders has been providing audit and IT security services since 1999 and joined Moss Adams in 2016 as a partner following the firm’s combination with Contineo. Sanders works with clients in the financial services industry to implement core business solutions, internet banking and cash management platforms, business continuity and disaster recovery planning and programs, GLBA compliance and telecommunications and delivery systems.

Brad Smith

Brad Smith

Brad Smith was named PIC of the Eugene, Ore., office. Smith has been with Moss Adams for 18 years. He specializes in working with manufacturing and consumer products companies, ranging from early-stage start-up companies to multinational, privately held entities.

Moss Adams Acquires Transacction Partners

Seattle-based Moss Adams (FY16 net revenue of $527 million) acquired Transacction Partners, a virtual outsourced finance and accounting firm, effective April 1.

“Our clients are at the center of this acquisition. We want to meet our clients’ needs, wherever they are in their lifecycle,” says Rebecca Pomering, chief practice officer at Moss Adams. “Expanding our outsourced finance and accounting capabilities and adding the established platform and talented staff of Transacction Partners will provide us more flexibility to scale with our rapidly growing early-stage clients.”

Transacction Partners was founded in 2013, delivering cloud-based, outsourced financial, accounting and bookkeeping solutions to small and medium-sized organizations. Eleven professionals from Transacction Partners will join Moss Adams, including two directors.

“The Moss Adams brand is very well respected and will be a great asset for our future success,” says Tom Bourne, CEO of Transacction Partners. “We have developed and proven our business in the marketplace. By joining Moss Adams we have the opportunity to leverage their existing capabilities and resources, significantly accelerating our growth and helping us to better serve our clients.”