PrimeGlobal Gains Two Firms in France

The association of independent accounting firms, PrimeGlobal, announces two new firm members from France: The ORIGA Group and Ruff & Associes.

ORIGA Group was founded in 1981 as Fiprovex in Marseille. Now, with offices in Paris and Avignon, it is one of the largest firms in southeast France, with six partners and 45 staff.

Ruff & Associes was founded in 1976 by Gerard Ruff in Nice. Now, with offices in Mouans-Sartoux and Le Cannet Des Maures, the firm has six partners and 45 staff.

International Accounting Bulletin Releases its 2016 World Survey Results; PrimeGlobal Reports 20% Growth

In its January issue, International Accounting Bulletin (IAB) released the results of the 2016 World Survey. The World Survey has once again confirmed PrimeGlobal as one of the world’s top 5 international associations, with global member firms’ revenues of $2.1 billion. With nearly 20% growth in member firm fee income, PrimeGlobal’s growth this year is higher than that of any other Top 10 Networks or Associations worldwide. PrimeGlobal remains the fourth largest association in the world.

In the North America region alone, the IAB reports 24% growth, and a total member firm income of $1.2 billion, as well as a steady 4th place. The 7 new 2016 member firms in the US account for $155 million in net revenue with the balance of the 25% growth attributable to veteran firms strategically growing practice areas such as international and consulting.

2016 was another year of success for PrimeGlobal, with significant growth and the addition of major member firms across all regions. In 2017, PrimeGlobal plans to expand its membership base further in key locations, remaining committed to delivering quality benefits to its members.

PrimeGlobal’s CEO, Kevin Mead, says, “This is really a result of two related factors: Our members are effectively executing their own strategic plans leading to strong organic growth. Other firms see that, and want to be a part of an association of dynamic growing firms.”

PrimeGlobal Welcomes Markham Norton Mosteller Wright & Company as Newest Member

PrimeGlobal announced that Fort Myers, Fla.-based Markham Norton Mosteller Wright & Company is the newest member to join the association’s North American Region.

Markham Norton Mosteller Wright & Company is a full service certified public accounting and consulting firm, serving individuals and businesses in Southwest Florida since 1979. The firm offers a wide range of services including business consulting, human resources consulting, technology consulting and support, tax planning and preparation, litigation support, mediation, forensic accounting and elder services. Markham Norton Mosteller Wright & Company performs beyond the traditional accounting services and assists clients with all aspects of personal or business financial health.

“We are delighted to welcome Markham Norton Mosteller Wright & Company to the association. The firm’s expertise in serving health care, construction and retail trade industries will be complementary to our growing membership,” says Michelle Arnold, PrimeGlobal North America’s Chief Regional Officer.

“This is our first accounting association to become a member of, and we are thrilled to build relationships with firms that have the same standards of excellence as our firm. We look forward to contributing and participating in the wealth of knowledge shared among firms,” says Karen Mosteller, MP, Markham Norton Mosteller Wright & Company.

PrimeGlobal is one of the top five largest associations of independent accounting firms in the world, comprised of approximately 300 highly successful independent public accounting firms with a combined annual revenue of more than US $2.12 billion. PrimeGlobal’s independent member firms house a combined total of more than 2,100 partners, 17,500 employees, and 850 offices in 85 countries around the globe.

PrimeGlobal Welcomes CTN France as its Newest French Member

PrimeGlobal announces the addition of CTN France to the association’s Europe, Middle East & Africa Region.

CTN France is comprised of 10 partners and 100 professionals. Its main office, located in Lille, houses its international team. Two branch offices are located in the cities of Maubeuge and Bergues, both in the north of France.

The firm provides global services such as audit, mergers and acquisitions, tax and legal assistance, accounting, social compliance, and payroll and IT dedicated to finance to a wide range of clients, from small starting businesses to very large companies, and is particularly involved in industrial services and commercial sectors, as well as many not-for-profit entities.

MP Francis Kieffer says CTN France strongly adheres to its core values – skills, innovation, respect and self-fulfillment – and is particularly enthusiastic about helping small, startup businesses grow to mature companies.

PrimeGlobal is comprised of approximately 300 highly successful independent public accounting firms in 85 countries.

IPA Spotlight On … James Hickey, Alliott Group

Name: James Hickey
Association: Alliott Group
Title: Chief Executive Officer

Accomplishments:

James Hickey

James Hickey

  • CEO of Alliott Group since 2010 (joined Alliott Group 2008)
  • 20 years’ experience in the management of international associations/alliances of independent, owner-managed professional firms
  • Specialist in advising owner-managed accounting and law firms on how to grow their client business organically into new markets through developing reputation and visibility
  • Recruited 100+ professional services firms into two leading international associations over the last two decades

Alliott Group is an international association of law and accounting firms. What are some commonalities among member firms, even though they do different things?

Member firms share similar goals and challenges. As independent, mid-market firms, they are focused on growth and reaching their next level – this requires the knowledge to effectively develop and retain their business. Another common denominator is culture, specifically the emphasis on high levels of service, flexible, tailored solutions and entrepreneurial creativity. It is incredible to see how many partners within our member firms have big firm training and backgrounds. They exited those environments to set up or work at mid-market firms where they can be more involved in and accountable for their clients’ business success – they are all genuine “business owners” not “branch managers,” who are unable to have any real influence on their business.

Alliott Group was one of the first international groups to adopt an interdisciplinary approach – what advantages does that scope provide?

Having both sets of professionals available in key commercial hubs around the world is viewed as strategically important because tax, accountancy and legal services are the key services needed by organizations (or high-net-worth individuals) entering or operating in locations where the rules and requirements are different.  Although independent, Alliott Group members work together to provide an integrated service approach for the client. A multidisciplinary offering also makes our ‘product’ attractive to any firm considering membership. Firms are restricted to providing either legal or accountancy-related services in the majority of counties, so there is a need to refer work to a professional with a complementary skillset. Members of one profession also benefit from exchanging information and perspectives with the other – tax is one big area where the professions intersect, as are challenges inherent in firm management, staffing and marketing.   What are some of the most pressing needs of Alliott Group member firms?

Probably the biggest need of Alliott Group member firms is differentiation – it is often difficult to tell one mid-market firm from another as it is a hugely competitive market and firms often lack the “(wo)men, money and minutes” that are available to the larger firms to build brand awareness and communicate their competitive advantage to clients and professional talent. On reaching a certain stage in their development, mid-market firms can hit a wall – they need a greater depth of resources to reach their next level – that’s where we can help.

One of Alliott Group’s goals is to cultivate greater creativity and innovation among member firms. How does Alliott Group assist in that effort?

A combination of technology and personal meeting opportunities give our members a high degree of access to each other. The association includes a large number of inspiring leaders, including some who are firm founders. We facilitate the discussions that result in ideas being shared, problems being solved and creativity and innovation being sparked. We also have a growing ecosystem of strategic partners that includes consulting businesses, technology companies, publishers and niche service providers who all contribute insights that will help a firm to think and act differently and to be mindful of trends that are impacting the macro environment and in some cases disrupting the way business is done.

Any long-term growth goals for the association that you can share?

  • To ensure Alliott Group is among the ‘evoked set’ for mid-market professional services firms looking to remain independent but develop the enhanced reputation and visibility that will enable them retain, win and service clients in different geographic markets
  • To ensure Alliott Group’s membership is a viable, alternative option to Big 4 / Magic Circle type firms for companies and high net worth individuals involved in multi-market business
  • To increase the credibility of the worldwide alliance and the scope of member to member referral opportunities by closing all major geographic gaps by 2025

Do you know someone else who would make a good Spotlight? Contact Christina Camara.

Maryland Governor Honors AICPA Chairman

Kimberly Ellison-Taylor

Kimberly Ellison-Taylor

Maryland Association of CPAs (MACPA) member Kimberly Ellison-Taylor, a Baltimore native, is the first state resident to serve as chair of the AICPA and the first minority to lead the AICPA board of directors.

To recognize her accomplishments and service to the country’s CPAs, Maryland Gov. Larry Hogan has issued a proclamation, which was presented to Ellison-Taylor by state Sen. Brian Feldman, himself a CPA, during the MACPA’s annual “CPA Day in Annapolis” advocacy event Jan. 26. Ellison-Taylor also was recognized later that day by Maryland’s full House and Senate.

The proclamation is a “well-deserved tribute” in honor of the “leadership, success and outstanding service” Ellison-Taylor has demonstrated throughout her professional career and as a CPA volunteer.

“I am honored and humbled to have received Gov. Hogan’s citation,” says Ellison-Taylor, who serves as Oracle’s global accounting strategy director. “My name is on the citation, but I believe it is a recognition for all Maryland CPAs and an indication of the MACPA’s commitment to leadership development.”

Ellison-Taylor was an early member of the MACPA’s New / Young Professionals Network (now the Young Professional Council) and served as chairman of the MACPA’s 2010-11 board of directors.

“The governor’s citation is not only a high honor for Kimberly; it’s a recognition of the quality of our membership and the significant role that CPAs play in our state and national economies,” said MACPA Executive Director Tom Hood. “The MACPA team couldn’t be prouder of the work Kimberly continues to do on behalf of CPAs everywhere.”

AGN International Announces New Program Director

Donna Munday

Donna Munday

AGN International-North America announced that Donna Munday has joined its team as the new director of member programs and leadership.

She will manage the majority of AGN’s sharegroups – virtual communities arranged by service line, industry and operational area – working with member volunteers to help set the direction, develop programming and facilitate knowledge sharing. She will also guide AGN’s leadership development program that spans from staff level to MP.

The addition of Munday is part of an initiative to create a globally integrated team structure at AGN. It allows the current North American staff members to shift their responsibilities and take on roles with a greater international impact.

Munday has many years’ experience working in the accounting profession, particularly in an association environment. She is certified in virtual learning and has created several face-to-face conferences.

“AGN is in a period of growth and advancement,” says Kathy Sautters, AGN North American regional director. “The ideas, insight and approach that Donna brings to our team will help to propel our association – and our firms – into the future.”

AGN International Adds 20 New Canadian Members

AGN International, a global association of public accounting firms, announces that 20 firms from EPR Canada have joined the North American membership. Firms with the EPR naming convention will continue to use the brand, but the association operations and organization will blend into AGN’s North American region.

Formed over 25 years ago by a forward-thinking group of professional public accountants in western Canada, EPR grew steadily from the Pacific to the Atlantic coasts. Including members located in British Columbia, Northwest Territories, Saskatchewan, Manitoba, Ontario, Newfoundland and Labrador, and New Brunswick. They are now entering the next phase of growth with AGN.

“AGN shares our values of education, support and camaraderie, and we believe that this organization will support our firms in their objectives for growth and superior client service,” says Paul Walker, former chairman of EPR. Walker will join the executive committee of AGN International – North America in a newly created position representing the Canadian membership.

AGN North American Regional Director Kathy Sautters says, “This is an incredible addition for AGN, and provides a unique advantage to our members located or doing business in Canada. We now have the critical mass to both address clients’ varied technical and geographic needs, and also create Canadian-specific programs and resources.”

EPR firms provide professional services in accounting assurance services, accounting management services, taxation services and management consulting. Over the years, it has focused on strengthening its core services, with a clear focus on quality and integrity.

Member firms joining AGN include:

  • Concert CPA (Vancouver and Richmond, British Columbia)
  • David Pel & Company Inc. (Surrey, British Columbia)
  • Denis G. Fillion CMA Ltd. (St Pierre Jolys, Manitoba)
  • Dougan Irwin & Associates (Nanaimo, British Columbia)
  • EPR Bathurst / Péninsule (Bathurst and Caraquet, New Brunswick)
  • EPR Coquitlam (Coquitlam, British Columbia)
  • EPR Daye Kelly & Associates (Fredericton, New Brunswick)
  • EPR Kirby & Company (Mount Pearl, Newfoundland and Labrador)
  • EPR Maple Ridge/Langley (Maple Ridge and Langley, British Columbia)
  • EPR North Vancouver (Vancouver, British Columbia)
  • EPR Rieger Bray Hohl (Chatham and Tilbury, Ontario)
  • EPR Robichaud & Associates Inc. (Dieppe, New Brunswick)
  • EPR Saskatoon (Saskatoon, Saskatchewan)
  • EPR Stonewall (Stonewall, Manitoba)
  • EPR Trillium LLP (London, Dorchster and Aylmer, Ontario)
  • EPR Yellowknife Accounting Professional Corporation (Yellowknife, Northwest Territories)
  • Feltham & Associates (Mount Pearl, Newfoundland and Labrador)
  • Hendricks & Associates (Toronto, Ontario)
  • Rumley Holmes LLP (Barrie, Ontario)
  • Tierney Simpson & Prytula (Kingston and Gananoque, Ontario)

These additions are welcomed by longtime Canadian member firms Rolfe Benson Chartered Professional Accountants (Vancouver), Adams & Miles LLP (Toronto and Brampton), and Logan Katz LLP (Ottawa). With this influx of new firms, AGN is already creating new programs for Canadian members to help meet their needs addressing specific Canadian client issues.

Frazier & Deeter Joins PKF International

PKF International welcomes the signing of Atlanta-based Frazier & Deeter (FY15 net revenue of $66.9 million), an IPA 100 and Best of the Best firm, to re-join its global network of independent firms.

Frazier & Deeter, also a member of CPAmerica, has prior experience with the PKF network. The firm works with many multinational clients, and the alliance with PKF International will enable Frazier & Deeter to better support these clients, the association announced.

MP Seth McDaniel says, “We are committed to producing quality work by going the extra mile to achieve great results for our clients. Frazier & Deeter has grown significantly over the years, and by re-joining PKF we will be able to better serve our clients across the U.S. and internationally. Renewing our PKF relationship will also help to open doors for us.”

Frazier & Deeter has more than 300 professionals in five offices in Georgia, Florida, Tennessee and Pennsylvania. It delivers a range of tax, assurance, accounting and advisory services, and launched one of the largest CPA-based wealth management firms, SignatureFD, in 1998. It also introduced FD Fund Administration, a subsidiary firm that provides outsourced fund administration services, and FD Real Asset Advisors, a firm that assists with real estate and other project financing.

John Sim, CEO of PKF International, says, “As one of the fastest-growing, highly respected accounting firms in the U.S., they are just the type of firm we wanted as our Southeast regional anchor practice. Seth McDaniel, Sean Lager and Bill Godshall have made significant contributions to the PKF network over the years and we look forward to that continuing.”

PKF has 15 offices in the U.S. “This is a cornerstone in our quest to restructure our North American presence, which is an important part of our global strategy to strengthen our ability to provide solutions to countless clients of PKF members around the globe,” says Sebastian Wohldorf, chairman of PKF International.

PrimeGlobal Welcomes Mauldin & Jenkins as Newest Member

PrimeGlobal is pleased to announce that Atlanta-based Mauldin & Jenkins (FY16 net revenue of $46.3 million) is the newest member to join the association’s North American region.

Mauldin & Jenkins has provided audit, accounting and tax services since 1918. Its culture, from the beginning, has been to provide top-quality service to every client. Since the firm’s inception in Albany, Ga., it has added offices in Atlanta, Macon, Ga., Birmingham, Ala., Bradenton, Fla., and Chattanooga, Tenn. Mauldin & Jenkins is ranked No. 78 on the 2016 IPA 100 list of largest accounting firms in the nation.

“We are pleased to expand our reach in the Southeast region and have another top 100 accounting firm join our growing membership,” says PrimeGlobal North America’s Chief Regional Officer Michelle Arnold. “Mauldin & Jenkins is an excellent addition to our membership. The firm’s breadth and depth in audit of governmental clients and financial institutions will be invaluable to the association.”

MP Donny Luker says, “We are eager to participate in and contribute to the knowledge sharing that is part of the PrimeGlobal membership. We are also excited about working together with firms that share similar core values but different niches.”

PrimeGlobal is one of the top five largest associations of independent accounting firms in the world, comprised of approximately 300 successful independent public accounting firms in 85 countries.