SD Mayer & Associates Joins BDO Alliance USA

SD Mayer & Associates of San Francisco, joined BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting and service firms.

“Our membership with BDO Alliance USA will allow us to serve our clients with greater flexibility, efficiency and cost effectiveness,” says Stephen Mayer, founder and MP of SD Mayer. “As a member firm, we can draw upon the expertise of a nationwide network of professional service firms that share the same values of excellent client service and collaboration for the benefit of clients.”

Alerding CPA Group Celebrates 20 Years

Alerding CPA Group (FY16 net revenue of $4.5 million) of Indianapolis is celebrating its 20th anniversary.

Founding partners, Mike Alerding, Mike Staton and Mike Farmer started Alerding CPA Group on May 1, 1998.

“For our next 20 years, we will maintain our focus on privately-held businesses and nonprofits while continuing to grow the firm,” says Staton, managing director. “Through this growth, we plan to provide leadership opportunities for our staff so they can grow professionally while maintaining a work life balance.”

Throughout the years, Alerding’s services have expanded to include entrepreneurial services, bookkeeping, mergers and acquisitions, buy and sell agreements, succession plans, exit strategies, litigation support and employee stock option plans.

Bartlett Pringle & Wolf Celebrates 70 Years

Bartlett Pringle & Wolf of Santa Barbara, Calif., is celebrating its 70th anniversary.

In the early days, BPW was a family-run business. The partners’ wives managed the billing using hand-crank adding machines and employees tracked hours manually. While a modest operation, Stan Bartlett, Phil Pringle and Walt Wolf set a foundation that was steeped in values and reputable standards.

“I often think of the founding partners and strive to uphold their vision for the firm,” says Scott Hadley, MP. “They had a strong belief in quality, client service and giving back to the community, and I think we have carried on that legacy with strength. We hire the best minds, go above and beyond for our clients and are involved with over 50 local nonprofits through various boards and sponsorships.”

Today, 70 years later, the firm is owned and operated by a partner group that includes fourth generation partners. The partners lead a firm that has evolved to be a sustainable institution with enduring values, allowing rewarding career paths for generations.

“While the times will continue to change, BPW will carry on the torch of our founders,” says Hadley. “We are proud of our achievements over the past 70 years but look forward to paving the way for exciting new opportunities on the horizon.”

Zdonek & Wolowicz Accountancy Corporation Changes Name

Zdonek & Wolowicz Accountancy Corporation of Torrance, Calif., has changed its name to Harik Minassi Coale, effective immediately.

For more than 30 years, the firm has been providing auditing, accounting, tax and management advisory services to a broad range of business and individual clients across various industries. They provide solutions-oriented advice, value-added services and industry-focused expertise.

Changing the firm’s name is a significant decision in its history and was the result of a desire to reflect its partners’ names; Patricia Harik, Sergio Minassi and Scott Coale.

Schmidt Westergard Celebrates 50 Years of Service

Schmidt Westergard & Company of Mesa, Ariz., celebrated its 50th anniversary this year.

Started by sole practitioners in 1968, the firm has grown to nearly 40 professionals, including five partners. MP James Schmidt joined the firm Nelson Weatherly Lambson & Olvis in 1983 after experience with Price Waterhouse. He focused on building a formal tax practice and quickly became a partner in 1985. Schmidt was part of the firm’s decision to bring on Lynn Westergard from a Big 4 firm as a partner in 1996. Westergard developed a sophisticated corporate and not-for-profit audit practice. Schmidt became MP for the firm in 2003.

The other partners are Jeffrey Bither, Todd Trendler and Christopher Jones. Bither contributes extensive experience in tax, international tax, estate and personal financial planning. Trendler brings more than 17 years of experience in tax from a Big 4 accounting background. Likewise, Jones joined Schmidt Westergard after large regional firm experience in audits and has worked for more than 13 years in the industry.

“We really see ourselves as a Phoenix firm in one of the most attractive markets for business and real estate growth,” says Schmidt when reflecting on the firm’s legacy and vision. “We can provide that local insight and responsiveness while being connected to national and international resources. It’s a great combination for clients that require agility and proactive consulting.”

Batts Morrison Wales & Lee Opens Texas Office

Orlando, Fla.-based Batts Morrison Wales & Lee (BMWL) will open a new office in Dallas on April 1.

“Dallas is a great next place for us to plant the BMWL flag,” says Mike Batts, president and MP of the firm. “We already serve a number of great organizations in the area that make a real difference in the lives of people. We are genuinely enthusiastic about having BMWL people based in Dallas, developing roots, and having the privilege of serving more of the wonderful organizations in North Texas and the surrounding areas.”

The BMWL Dallas team will be led by Batts, who will also continue to lead the national headquarters office. The Dallas team will include Danny Johnson, a partner of the firm, Steve Cardwell, a senior team leader in the firm’s audit and assurance practice, and others.

“The opening of an office in Dallas represents a new and exciting chapter in the firm’s growth,” says Danny Johnson, a partner of the firm. “Not only do we have expanded opportunities to serve nonprofit organizations in one of the fastest growing regions in the country, but Dallas’ geographically-central location in the U.S. gives us convenient access to do the same for more organizations and clients coast-to-coast.”

Sikich Opens Expanded Chicago Office

Naperville, Ill.-based Sikich (FY16 net revenue of $146.5 million) opened a new, expanded office in Chicago.

“This new, state-of-the-art office will enable us to accommodate the ambitious growth we have planned in Chicago and continue to attract top talent,” says Chris Geier, CEO. “With modern design and advanced technology, the office was built to better facilitate collaboration across our practice areas and serve our expanding client base.”

Sikich offers services, including technology, audit, accounting and tax, as well as advisory and managed services. The Chicago office will currently house the firm’s investment banking practice led by Rick Herbst, forensic and valuation services practice led by Mary O’Connor, and public relations practice led by Mack Reynolds.

Sikich’s investment banking practice offers mergers and acquisitions and capital markets advisory services. The forensic and valuation services practice provides financial forensic, valuation, cybersecurity and investigation services to the legal and corporate communities. And the public relations practice offers media relations, crisis communications and social media services to help companies showcase expertise and improve brand awareness.

“The new office will feature our firm’s breadth of knowledge and experience by serving as the home for a diverse set of advisory services,” says Geier. “These practice areas will anchor our presence in Chicago and drive growth in the city.”

Kmetz Nuttall Elwell Graham Admits Partners

Stephanie Freetly

Stephanie Freetly

Kmetz Nuttall Elwell Graham (KNEG) of Vero Beach, Fla., admitted three associate partners: Stephanie Freetly, James McGuigan and Sherri Kolodziejczak.

Freetly has 20 years of public accounting experience and has been a licensed CPA for over a decade. She focuses on accounting and tax preparation for small to mid-sized businesses to KNEG in 2014.

James McGuigan

James McGuigan

McGuigan has experience in the real estate industry as well as experience as a property manager and business owner. He joined the KNEG team in 2011 focuses on not-for-profits, homeowner associations and condominium work in addition to individual, small business, estates and trust tax work.

Sherri Kolodziejczak

Sherri Kolodziejczak

Kolodziejczak has 18 years of public accounting experience as well as six years of experience in the private industry. She joined KNEG in 2013, providing auditing and consulting for small to large and consolidated entities in a variety of different industries. Additionally, she has experience in areas of not-for-profit, agriculture and government.

Cendrowski Corporate Advisors Welcomes Risk Management and Corporate Governance Leader

Bloomfield Hills, Mich.-based Cendrowski Corporate Advisors (FY16 net revenue of $5 million) expanded its investigatory, anti-fraud and corporate governance and controls capabilities and welcomed Randy Wilson as a senior manager in the Chicago office.

Wilson brings more than two decades of experience in internal corporate and government investigations, fraud analyses, embezzlement detection and prevention, risk management analysis and forensic accounting investigations. Wilson will work across CCA’s accounting and financial services, litigation support, risk services, and compliance consulting practice groups. He advises clients on how to effectively assess and design internal control programs, implement best practices and monitor the progress of internal compliance programs.

“Randy’s vertical depth of expertise provides our public and private company clients with the resources they need to successfully navigate today’s thorniest financial and consulting challenges,” says Harry Cendrowski, managing director.

Wilson has experience across a range of industry sectors, including insurance, real estate, private equity, construction, state and local government, professional services, colleges and universities, and food service. With experience in accounting, financial reporting and investigations, Wilson regularly provides clients with counsel across a range of regulatory and SEC investigatory matters.

Previously, Wilson directed the Chicago fraud and forensic practice as a principal at Plante Moran, with prior experience at PwC and Deloitte, where he specialized in business recovery services and investigations.

Bessolo Haworth Admits Laug as Partner

Chris Laug

Chris Laug

Sherman Oaks, Calif.-based Bessolo Haworth, admitted Chris Laug as partner, effective Jan. 1

Laug has been a tax and assurance professional with Bessolo Haworth since 2008, working with major corporate clients, high-net-worth individuals and family groups.

“Chris represents the best qualities of this firm and our profession as a whole, and we are proud to promote him as a partner and leader for the future,” says John Bessolo, partner and co-founder. “His expertise and management experience have made him a trusted and valuable advisor not only for our clients, but also for our own team.”

Laug will continue to manage the accounts of several existing clients, including those based in the San Francisco bay area and Seattle area offices. He will also have a lead role in development of new accounts.

“For the past decade, I have been proud to be part of Bessolo Haworth’s mission to provide world-class financial, tax and business advice with a personal touch,” says Laug. “The firm has worked hard to develop its reputation for quality and service and I am honored to help extend this tradition of excellence now as a partner of the firm.”