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.

Prasad and Company Joins Alliott Group

Prasad and Company of Thornhill, Ontario, has joined international association Alliott Group.

“Our business model is focused on bringing together growing independent firms across the world that think bigger and therefore need access to a larger resource base. Prasad and Company is aligned with our vision and we look forward to giving their staff the support they need to grow and to reach their long-term objectives so that they will have real options in their market place in the future. Furthermore, the mind set and tax and related skillsets they bring to the alliance will be invaluable,” says Alliott Group’s CEO, James Hickey.

“We are experiencing growing demand from our clients for tax and legal advice to be provided in various countries around the world. Joining Alliott Group enables us to remain as an independent, single office firm, but to extend our reach exponentially to some 180 cities worldwide through close collaboration with member firms similar in profile and outlook to Prasad and Company,” says Pramen Prasad, MP of Prasad and Company.

Prasad and Company is a two-partner firm with 27 employees who speak several languages that include Mandarin, Cantonese, Spanish, Portuguese, Russian and Punjabi. The firm provides a full range of services including business advisory, assurance, tax preparation, and estate and business succession planning. Staff offer in-depth understanding of Canadian, U.S., and international tax planning, financial and management accounting and reporting, and wealth preservation and management to businesses and personal clients.

Cooper Norman Joins CPAmerica International

Idaho Falls, Idaho-based Cooper Norman CPAs & Business Advisors has joined association, CPAmerica International.

“I’m excited to see our team connect with this great community of firms and accounting professionals,” says Clint Tavenner, MP and CEO of Cooper Norman. “CPAmerica offers many great resources and ways for us to grow and learn as individuals and as an organization. I know that our membership in CPAmerica will make us a better firm as well as more effective advocates both internally and for the clients we serve.”

“We are excited to add a second new firm to our membership this year,” says Alan Deichler, president of CPAmerica. “Cooper Norman is now a part of a top-10 accounting organization that is dedicated to improving through sharing.”

Hutchinson and Bloodgood Joins PKF International

Glendale, Calif.-based Hutchinson and Bloodgood (FY16 net revenue of $27.3 million) is now a member of the association PKF International.

Hutchinson and Bloodgood has prior experience with the PKF network and saw great value from this relationship. The firm works with many multinational clients and the alliance with PKF International will enable Hutchinson and Bloodgood to better support these clients.

“We are committed to producing quality work by going the extra mile to achieve great results for our clients. We have seen significant growth over the years with an increasing number of international clients. PKF is a respected and widely recognized brand in global accountancy and together we will be able to better serve these clients,” says Richard Preciado, MP of Hutchinson and Bloodgood.

“We are delighted that Hutchinson and Bloodgood will continue to be a part of PKF in North America. They are a highly respected accounting firm with numerous international clients. They are just the type of firm we want as part of our practice. They are dynamic and ambitious with an emphasis on quality,” says John Sim, CEO of PKF International.

Hertz Herson Joins CPAmerica International

Hertz Herson CPA of New York has joined accounting association CPAmerica International.

“We are delighted to be a member of the CPAmerica ‘family’ and look forward to sharing best practices and insights with some of the best accounting professionals and strategic advisors in the country,” says Warren Kissin, MP of Hertz Herson. “We share a common set of values and a commitment to excellence, performance and service that will help drive the future of the industry and the growth of CPAmerica and our individual firms.”

“We are excited to bring Hertz Herson into the CPAmerica community,” says Alan Deichler, president of CPAmerica. “They now belong to a group that is determined to improve through sharing and where members support each other’s success through discussing best practices, sharing experiences and building professional relationships.”

Baker Tilly France Joins Allinial Global

International association, Allinial Global welcomed Baker Tilly France as a member.

Currently, Baker Tilly France is in the process of completing its withdrawal from Baker Tilly International. As part of this transition, it will be rebranding itself as Walter France and bringing 35 of its 36 member firms along to Allinial Global.

Offering expertise in accounting, audit, tax and business consulting services, Baker Tilly France serves a variety of clients ranging from individuals and small family firms to the largest multinational companies in France and beyond. The firm is active in many specialty sectors, including health care, not-for-profit, tourism, media, the arts, wine, food and agriculture.

With the addition of Baker Tilly France, Allinial Global is projected to move up in its ranking to become the third or fourth largest association in France.

“We are thrilled to start our year with continued growth and the addition of a large and well-established firm like Walter France. With their forward-thinking emphasis on flexibility, innovation, and client service, they are a great match for Allinial Global as we continue to focus on providing tailored solutions to the global tax and business needs of our members’ clients,” says Terry Snyder, president and CEO of Allinial Global.

TIAG Strengthens Presence in Vancouver with Addition of D&H Group

International accounting association TIAG admitted new member, D&H Group of Vancouver, British Colombia. D&H Group was founded in 1951 by David Dyke and Ian Howard.

“D&H Group LLP is one of the most respected accounting firms in Vancouver,” says Richard Attisha, president and CEO of TAG Alliances, multidisciplinary professional alliance, which includes TIAG. “Their level of expertise and entrepreneurial spirit is a perfect fit for our global community of professionals. This addition is especially meaningful due to the fact that Vancouver has been the newly established headquarters for TIAG and TAG Alliances since we took the helm in 2016. It is our belief that TAG Alliances offers the greatest multidisciplinary coverage in key global markets over any of our competitors. This addition only bolsters this belief.”

“Having access to TAGLaw, TAG-SP and TIAG’s global and multidisciplinary community of professionals opens the door to many new opportunities and value for our firm and our clients,” says Arthur Azana, D&H Group managing principal.

TIAG Announces Several Additions to Advisory Board

International accounting association TIAG welcomed four new advisory board members including:

  • Florence Bastin of Luxembourgbased FLUX;
  • Basil Bielich of Browne Craine and Co. of Douglas, Isle of Man, U.K.;
  • Rebecca Goodman-Stephens of New York-based Berdon LLP; and
  • Wendy On of Los Angeles-based Fineman West & Co.

Various roles of the advisory board include assisting TIAG’s management in reviewing prospective new members, offering feedback for the planning of international conferences and providing valuable guidance on future plans and initiatives. The advisory board holds meetings at TIAG’s semi-annual international conferences.

“These are exciting times for TIAG,” says Richard Attisha, president and CEO of TIAG and TAG Alliances. “Our profile in the global accounting marketplace is rapidly expanding and the advisory board is an integral part to the continued success of our organization. We rely heavily on their advice and counsel, and I am delighted to welcome our new advisory board members.”

View additional TIAG advisory board members here.  

DFK Canada Welcomes New Member Firm

DFK Canada welcomed Saskatoon, Saskatchewan-based Buckberger Baerg & Partners, which was established in 2014 by eight partners.

“Since launching the firm, vice-president of the Americas region Paul Panabaker has been extremely generous and helped us make connections before we even became members and has also been kind enough to let us join the last conference, so it is clear that DFK is really willing to help us on our journey. Being part of the global organization will be a huge benefit to our clients and there is a lot of expertise we can draw upon,” says Ashley Buckberger, partner.

“Buckberger Baerg & Partners is in its infancy and it will be excellent to help the firm grow,” says DFK Canada president Andrew Logan. “Saskatchewan is a province where there is a lot of economic activity and I am excited to see the firm develop and expand. I think they will be a good fit for DFK Canada.”

AGN International and DFK International Form Strategic Alliance

AGN International and DFK International have formed an alliance, Global Connect, with the aim to formalize client referrals between member firms of both associations.

“It’s not intended to run a bank account and overheads, and pay subscriptions. Certainly those are possibilities. We’re open-minded about how this might develop but for the time being it’s simply a vehicle to give some structure. It’s there to have some rules, procedures and guidelines that we’ve both signed up to,” says DFK International CEO Martin Sharp.

“It is business as usual at the member level, but where occasionally we can’t take care of a matter within our own association, the first port of call is to one another. Global Connect really is a collaborative relationship; it’s us working together as a wider group to further each other’s interests,” says AGN International CEO Malcolm Ward.

“Both of our associations are all about independent firms, principally firms that wish to continue to trade and operate under their own name, under their own rules and procedures, their own branding, principally,” Sharp says. “But the marketplace is not littered with such firms of good quality and good standing, which both of us expect. So that leaves vacancies or gaps in coverage.”

“This is client-service led,” Ward says. “We’re both quite substantial organizations. We have good coverage, quite similar from one another, but not completely without gaps but by the time you factor in increasingly complex niche and specialty requirements it’s very, very handy to draw on both our memberships which represent something north of 400 members. That gives us more breadth of choice.”

“Obviously an alternative to collaboration would be merger but because we have so much similarity, merger seems, on the face of it, not to deliver very much benefit and a lot of potential friction and disadvantage,” says Sharp. “But collaboration seems to bring the advantages we might not otherwise get with a merger without actually losing what’s special and particular and valued by our members in our own associations.”