Dustin Minton Returns to Restaurants with Henry+Horne

Dustin Minton

Tempe, Ariz.-based Henry+Horne (FY18 net revenue of $27 million) announces that Dustin Minton has been admitted to the partnership and will team up with the head of the restaurant niche to grow the practice throughout the U.S.

Minton specializes in assurance services for restaurants as well as consulting on best practices related to internal controls, benchmarking, franchising, corporate structures, financing options and growth strategies.

Before joining Henry+Horne, he was a partner and co-leader of the national restaurant industry group at Chicago-based BDO USA (FY18 net revenue of $1.46 billion), which in 2014 acquired Cleveland-based SS&G Inc., where Minton served as co-director of restaurant services.

Minton is returning to public accounting after a five-month sabbatical. An avid global traveler, he took time off to visit six continents (he’s already been to Antarctica).

“Henry+Horne is a great match culturally and reminds me of my time at SS&G. The firm presented a great opportunity for me to jump back in and still get to focus exclusively on restaurants with a firm that’s totally committed to the industry,” Minton says.

Henry+Horne specializes in a range of services for restaurants including compiled, reviewed and audited financial statements; tax planning and preparation services; accounting services; consultation services for interpreting financial statements; mergers and acquisitions; assistance with financing transactions; best practices relating to internal controls, benchmarking and growth strategies; and wealth management.

Grooms & Harkins Joins CPAmerica

Alan Deichler

Grooms & Harkins of Casper, Wyo., has joined CPAmerica, an accounting association of independent CPA firms. Grooms & Harkins is the second firm to join the accounting association in 2019.

“We’ve enjoyed a long relationship with Grooms & Harkins, a member of our CPAConnect alliance since the late ’90s,” says Alan Deichler, president of CPAmerica. “It is great to see a CPAConnect firm grow and move into Top-10 accounting organization. We welcome them to the CPAmerica family.”

Grooms & Harkins has been providing client services since its inception in 1999. Charles Harkins, shareholder of Grooms & Harkins says, “We fully expect to continue the growth we experienced during our association with CPAConnect and are excited to be moving forward with CPAmerica.”

 

Eight Principals Admitted to Partnership at Brown Smith Wallace

Dan K. Schoenleber

Creve Coeur, Mo.-based Brown Smith Wallace (FY17 net revenue of $46.3 million) announced the admission of eight principals to the partnership. All are active participants in the Moore Stephens North America Leadership Growth Academy, set to graduate in May 2019.

Dan K. Schoenleber, formerly a principal in the transaction advisory and litigation support services practice, assists clients through mergers and acquisitions by leading due diligence and quality of earnings engagements. He also assists clients in purchase price negotiations, post-closing working capital and opening balance sheet procedures. His expertise also includes business valuations, fraud and forensic accounting, and litigation support engagements for clients in various industries. He has extensive experience working with private equity firms and their portfolio companies, as well as transaction services for public companies.

Anne M. Ritter

Anne M. Ritter, formerly a principal in the tax services practice, has overall responsibility for the tax planning and consulting services rendered to her individual and business clients and also establishes new client relationships. Ritter has more than 25 years of experience as an accounting professional providing expertise to a wide variety of industry groups including automotive dealerships, construction companies, and manufacturing and distribution companies.

Amy Ribick, formerly a principal in the advisory services practice, specializes in serving clients in the financial services industry, including compliance, internal and operational audit engagements. She consults on internal and external client business processes and accounting procedures to facilitate process improvements and compliance with laws and regulations. She provides internal audit services, including compliance and control documentation and testing, for clients.

Todd J. Goldenhersh

Todd J. Goldenhersh, formerly a principal in the audit services practice, primarily serves clients in the insurance industry, serving insurers writing fidelity, personal and commercial lines; medical and life insurance; and professional liability coverage. He also services the firm’s captive insurance clientele, and performs peer review services for public accounting firms throughout the United States.

Scott D. Brandt, formerly a principal in the audit services practice, will continue to serve as the leader of the construction industry group. Brandt has a specialized focus in manufacturing and construction-related entities including multi-company consolidations that involve complex accounting and auditing issues. He has over 14 years of experience in public accounting. He recently participated in the Partnership Readiness Program at Brown Smith Wallace, which prepares selected principals to become the next generation of firm partners.

Kevin Boeving, formerly a principal in the tax services practice, will continue his work advising decision-makers on a variety of tax planning strategies and managing their corporate, partnership and individual income tax compliance. Boeving has extensive experience with corporate tax provisions, S corporation planning, IRS audit management, research and development (R&D) tax credits, partnership taxation and high-net-worth tax planning. He also has over 20 years of experience, working with clients in a variety of industries.

Jennifer M. Vacha, formerly a principal in the tax services practice, is responsible for the firm’s not-for-profit tax engagements and provides oversight for other individual and business tax engagements. Vacha is a prolific public speaker and has given presentations on a number of topics including tax-exempt entities, general tax preparation, social entrepreneurship and non-profit

Deborah M. Vandeven

issues.

Deborah M. Vandeven, formerly a principal in the tax services practice, will continue to serve as the leader of the high-net-worth families and individuals niche for the firm. As a partner, Vandeven has overall responsibility for the tax planning and consulting services rendered to her individual and business clients. Vandeven has more than 25 years of experience as an accounting professional providing expertise to a wide variety of industry groups, including construction, retail, health care and manufacturing.

Flynn Elected to Janover’s Executive Committee

Anne Marie Flynn

Garden City, N.Y.-based Janover LLC (FY17 net revenue of $30 million) announced that partner Anne Marie Flynn has been elected by the partners to Janover’s executive committee.

Flynn has practiced public accounting for more than 25 years. She has been with Janover since 2002 and brings a wealth of experience to her new role. Flynn provides her clients services in taxation and auditing in the fields of retail, legal, medical, entertainment, real estate, construction and service industries, with a concentration on high-net-worth individuals and closely held businesses.

Flynn serves on the quality control committee and as PIC of the firm’s mentoring program and charitable giving committee.

“On behalf of the firm, we greatly appreciate the years of service and leadership that Anne Marie has devoted to Janover,” says MP Mark Goodman. “Speaking on behalf of the six-member executive committee, I have no doubt that she will contribute to the growth and strength of our firm, now and in the future.”

Allinial Global Welcomes Two New Members in North America

Terry Snyder

Allinial Global announces that it has accepted two new member firms in North America: The Hechtman Group and Spiegel Accountancy Corp.

The Hechtman Group, Skokie, Ill. – Specializing in real estate accounting, The Hechtman Group provides accounting, tax and business consulting services to individuals, small business owners and entrepreneurs. With experience in a variety of disciplines including finance, strategy, tax and analysis, the firm delivers diverse accounting and business services in Chicago and nationwide.

Spiegel Accountancy Corp., Pleasant Hill, Calif. – Founded by Jeffrey B. Spiegel in 1991, Spiegel Accountancy Corp. is a full-service CPA firm with a specialty in the mortgage banking, private equity lending and real estate industries. The firm provides assurance, consulting and tax service to businesses of all sizes.

“It’s a pleasure to welcome these strong firms to our growing membership, and we are confident that their extensive expertise and dedication to excellence in client service will make them valuable assets to the Allinial Global community,” says Terry Snyder, president and CEO, Allinial Global.

Barrett Admitted as Partner at Taylor Leibow LLP

Kevin Barrett

Hamilton, Ontario-based Taylor Leibow (FY17 net revenue of $12.4 million) admitted Kevin Barrett as its newest partner.

Barrett joined Taylor Leibow in November 2013 as a manager. He specializes in providing accounting, advisory and tax services to a broad range of clients in various industries, including auto dealerships, logistics, real estate and manufacturing.

“Watching Kevin grow and develop as a professional since joining Taylor Leibow has been very rewarding,” says CEO Nigel Jacobs. “This has been affirmation of training our future leaders and providing opportunities for advancement and the ability to promote from within our team.”

Michael Thompson, practice area leader, says, “Kevin has been a significant contributor since joining the firm. He provides a consistently high level of service and advice to clients who appreciate not only his knowledge and expertise but his dedication and hard work.”

Adams Brown Beran & Ball Announces New Equity Partners

Brett Henry

Brett Henry

Great Bend, Kan.-based Adams Brown Beran & Ball (FY17 net revenue of $20.9 million) announced that Brett Henry, Meagan Wellbrock and Julie Wondra have been admitted to the partnership group.

Henry joined the ABBB team in 2006 and previously served as a principal. As a partner, Henry will continue consulting with a variety of clients. He is a member of the firm’s construction industry and CFO service line teams. He is a veteran of the U.S. Army. He is a member of the AICPA and Kansas Society of Certified Public Accountants (KSCPA), where he graduated from KSCPA’s “20 up to 40” leadership program.

Meagan Wellbrock

Meagan Wellbrock

Wellbrock began her career at ABBB as an intern and joined the firm full-time in 2007. As the audit and attestation (A&A) service line leader, she focuses on providing A&A services, managing a variety of audit engagements, and consulting on managerial and operational concerns. She holds a Lean Six Sigma Green Belt certification. She serves on the KSCPA Audit and Assurance Tax Force. Wellbrock was named the AICPA/KSCPA Women to Watch Emerging Leader in 2015 and has graduated from both the AICPA Leadership Academy and the KSCPA’s “20 up to 40” leadership program.

Julie Wondra

Julie Wondra

Wondra will continue serving a variety of clients, leading the firm’s manufacturing industry team, and serving as the firm’s Affordable Care Act specialist. After two years at a Big 4 accounting firm in Kansas City, she joined the ABBB team as a staff accountant in 2008. Wondra is the 2013 recipient of the AICPA/KSCPA Women to Watch Emerging Leader award. In addition, she is a graduate of the KSCPA’s “20 up to 40” leadership program and Leadership McPherson.

Marcum LLP Welcomes 5 New Partners

New York-based Marcum (FY17 net revenue of $469.5 million) has admitted five professionals to the partnership group.

Mark Cummings is an assurance services partner in the Boston office. He has more than 20 years of experience in assurance, reimbursement and tax in the health care industry, serving skilled nursing facilities, continuing care retirement communities, assisted living facilities, home health and hospice agencies, and physicians’ practices. He serves clients in the New England market with revenues ranging from $1 million to more than $300 million, in both the for-profit and nonprofit sectors.

Lindsay N. Timcke is part of the advisory and consulting practice in Boston and a member of the firm’s cybersecurity and IT risk and assurance services groups. He specializes in the development and implementation of cybersecurity programs and Enterprise Risk Management (ERM) assessments for preventive and detective risk-based programs. Timcke has 25 years of experience assisting nonprofits, educational institutions, and public and quasi-government agencies, including several Fortune 2000 companies.

Richard Izzi is a partner in the New York advisory group, where he leads transaction services for the New York, New Jersey and Connecticut area. He specializes in transaction advisory services to buy- and sell-side clients including private equity funds, strategic investors and lenders. His expertise includes refinance and recapitalizations, financial modeling, working capital analysis, carve-out analysis, purchase agreement consultation and dispute resolution. He is a certified Six Sigma Green Belt.

Douglas McKay is a tax partner in the firm’s alternative investment industry group, based in New York. He has more than 20 years of experience and specializes in partnership and private equity taxation. He advises private equity funds, real estate funds and their general partnerships and management companies on complex tax matters. His knowledge of partnership taxation, international tax compliance, and state and local tax compliance has been applied to private equity, real estate funds and their portfolio companies.

Andrew Finkle is a partner and tax leader in the transaction advisory services group in the Philadelphia office. He is also a Mid-Atlantic regional leader in Marcum’s private equity practice group. He has more than 30 years of experience advising middle-market businesses on transactional, day-to-day advisory, compliance, and accounting-related tax matters. He is also a tax attorney. Finkle leads a team of transaction tax advisory professionals providing counsel to U.S. and multinational strategic buyers and sellers, private equity groups, and other financial buyers on the tax implications of complex business transactions, including mergers and acquisitions, restructurings, joint ventures, spin-offs, bankruptcies, work-outs and dispositions.

Squire Announces Three New Partners, Leadership Changes

Amanda Barrett-Brough

Amanda Barrett-Brough

Orem, Utah-based Squire & Company (FY17 net revenue of $18.8 million) announces that three professionals have been admitted to the partnership: Amanda Barrett-Brough, Matt Geddes and Kevin Johnson.

Barrett-Brough joined Squire in 2005. She works primarily in assurance services, specifically in real estate, manufacturing, insurance, HUD-approved programs, and technology and life science. She is a 2016 AICPA Leadership Academy graduate – an academy that selects only 50 people in the country to attend annually. She leads Squire’s Women Improving Professionally group. She is working with the AICPA Women’s Initiatives Executive Committee (WIEC) to help them create women initiative resources for CPA firms.

Matt Geddes

Matt Geddes

Geddes is a member of the assurance services team. He oversees audits of for-profit entities, local governments and employee benefit plans. He volunteered as a lead adopter to the AICPA’s Single Audit and Employee Benefit Plan Audit Certificates and was among the first in the nation to be awarded these certificates, which demonstrate his technical expertise in performing single audits in accordance with Uniform Guidance and performing audits of Employee Benefit Plans. He joined Squire in 2008.

Kevin Johnson

Kevin Johnson

Johnson joined Squire in the advisory group in 2004. He is an expert in Microsoft Dynamics GP, Microsoft Dynamics 365, Microsoft SQL Server and Excel. Since joining Squire, he has helped countless companies through ERP implementations, training and custom integrations. He leads the technology and life sciences group at Squire.

Squire & Company also announced changes in practice area leadership. K. Tim Larsen has been serving as a temporary practice area leader to the advisory department over the last year. He will be relieved by Reuben Cook. Wayne Barben will be stepping into the position of wealth management practice area leader, relieving Tim Christensen. Both Larsen and Christensen remain at Squire on the partner board.

KROST Admits So Sum Lee to Principal

So Sum Lee

So Sum Lee

Pasadena, Calif.-based KROST CPAs and Consultants (FY17 net revenue of $33 million) has admitted So Sum Lee as a principal, joining seven others on the leadership team.

So Sum, an industry veteran who has 20 years of experience in tax and accounting, specializes in matters relating to real estate, restaurants, technology, entertainment and wholesale.

Her primary responsibilities include supporting high-net-worth individuals and businesses, providing services in the area of tax planning and compliance; estate, probate and trust tax matters; tax consulting; and more. She leads the firm’s real estate industry group.

Additionally, So Sum serves as an associate council member of the Washington D.C. Real Estate Roundtable group, a nonprofit organization focused on policy areas governing tax, capital and credit, environment and energy, and homeland security.

So Sum was born and raised in Hong Kong and is fluent in both Cantonese and Mandarin.

“As tax practice leader, I have counted on So Sum as my right hand for years. She has contributed to the growth and expansion of this practice through her in-depth knowledge and experience in complicated and unique tax matters. For the past several years, So Sum has successfully managed to split her time living between China and the U.S., all while taking excellent care of our clients, and providing us with a worldly perspective from across the globe,” says Lou Guerrero, KROST Principal.