Kolzow Named Managing Director of DHJJ Certified Public Accountants and Business Advisors

Patrick Kolzow

Patrick Kolzow

Naperville, Ill.-based DHJJ Certified Public Accountants and Business Advisors named Patrick Kolzow as managing director.

“After 25 years of being the managing director of DHJJ, it’s very reassuring to have the next managing director be a person of character and experience who will continue the firm’s values, including its culture and client service,” says Tom Jordan, former managing director.

Kolzow has more than 20 years of public accounting experience and serves a wide variety of industries, helping clients develop successful tax and business strategies. He has been with DHJJ for more than 10 years.

“It is truly an honor to be named the managing director of a firm with outstanding core values and a history of success,” says Kolzow

DeLeon & Stang Welcomes New Principal

Michele Mills

Michele Mills

Gaithersburg, Md.-based DeLeon & Stang Certified Public Accountants and Advisors announced the addition of Michele Mills to their professional team.

Mills joins the firm as a principal in the audit department. She specializes in working with non-profit organizations and governmental units, including local municipalities and employee benefit plans. She brings with her 30 years of accounting and audit experience serving Frederick County and surrounding areas.

“Michele is a powerhouse of an accountant and we’re lucky to have her join the DeLeon and Stang team,” says Richard Stang, partner at DeLeon & Stang. “She is highly regarded in the industry and brings with her a wealth of experience. Additionally, she is an all-around good person, continually making a positive impact in the community.”

Kernutt Stokes Names Ritchie as MP

Steven Ritchie

Steven Ritchie

Steven Ritchie was named as MP of Kernutt Stokes (FY17 net revenue of $10.4 million) of Eugene, Ore. on June 1.

“I value his experience and energy. I know he will promote excellence by continuing our firm’s focus on superior service and strong client relationships. Stepping back as a managing partner allows me to spend more time with my clients and I am looking forward to that,” says Warren Barnes, the firm’s most recent MP, who will remain a full-time partner at the firm.

Ritchie has been with the firm for more than 20 years, having been promoted to partner in 2007. He focuses on privately held, owner-managed, entrepreneurial businesses in the manufacturing, distribution, forest products, wholesale, retail and insurance industries.

“When I started my career with Kernutt Stokes, I never imagined I would one day lead this amazing firm,” says Ritchie.

Briggs & Veselka Taps Cooney to Head SALT Practice

John Cooney

John Cooney

Houston-based Briggs & Veselka Co. (FY16 net revenue of $35.4 million) announces the addition of John Cooney as head of the firm’s State & Local Tax (SALT) practice. Cooney brings more than 25 years of experience in working with a wide range of companies developing solutions to complex state and local tax problems.

Cooney joins the firm from a Big 4 firm, where he was a SALT partner for 19 years.

Cooney’s specialization is in assisting clients with identifying and obtaining large sales and use tax refunds, audit reductions and tax credits in addition to building processes and procedures that reduce the overall SALT burden. His philosophy is to teach a client why they overpaid tax as opposed to getting them the same refunds over and over again.

“The professionals I met at B&V are people of integrity working in a team environment, and they are obsessed with delivering high-quality, value-added services to their clients. I am convinced our SALT team will save B&V clients a lot of money and heartache in the area of state and local taxes,” says Cooney.

“As our clients grow in their level of sophistication and in their footprint, we saw the need to expand our tax services to address new opportunities,” says Briggs & Veselka MP John Flatowicz. “Adding someone of John’s caliber and experience will be an asset not only to the tax practice, but to the firm overall, as he will bring a different perspective that will benefit the firm and our clients,” he added.

Briggs & Veselka Announces Partnership with IntrapriseTechKnowlogies

Donny Shimamoto

Donny Shimamoto

Houston-based Briggs & Veselka Co. (FY16 net revenue of $35.4 million) has entered into a joint agreement with IntrapriseTechKnowlogies (ITK) and its managing director, Donny Shimamoto, to provide IT consulting and innovation services to middle market companies in the Texas Gulf Coast and South Texas.

MP John Flatowicz says, “Our firm is dedicated to being progressive and this partnership will keep us and our clients ahead of the curve.”

Additionally, B&V has licensed the Intraprise Architecture® methodology and use of the Intraprise Blueprints® intellectual property with clients. Shimamoto will train the B&V staff on how to use these proprietary tools to support work in audit, tax, internal audit, and other advisory services. He will also be helping to develop the B&V team through a variety of engagements. The partnership began with ITK and B&V co-publishing the results of a 2017 Briggs & Veselka Cyber Security Survey. The interactive survey showed that 65% of respondents conveyed a perception of a high or moderate risk of a cyber security incident while more than half were not confident, neutral, or didn’t know if their company was properly secured from internal cyber threats, and an equal amount were not confident, neutral, or didn’t know if their company was protected from external threats.

The study also found that IT governance and IT risk management are very different from IT execution, which can present a false sense of security for middle market companies.

Shimamoto says, “The increasingly targeted digital space makes firms and their clients a greater target than before. It is important each strive to capitalize on innovations in the marketplace and learn from highly trained professionals. The programs we will jointly deliver to Houston area corporations will not only educate, but protect assets for years to come and provide Houston organizations with improved agility and competitive advantage.” Shimamoto is immediate past chairman of the AICPA’s Information Management & Technology Assurance Executive Committee and was recently awarded the AICPA Standing Ovation Award.

Hancock Askew & Co. Admits Two Partners

Allen Akins

Allen Akins

Savannah, Ga.-based Hancock Askew & Co. (FY17 net revenue of $14.5 million) has admitted Allen Akins and Greg Ameden to the partnership.

MP Michael McCarthy says, “Succession planning is a priority at our firm and promotions like these are key to the future of the firm. We are very pleased with these additions and we look forward to many years of continued work together for our clients, community and our employees.”

Ameden is now a partner in the Atlanta office and has more than 15 years of experience working in various information technology environments. He leads the firm’s IT-related internal audit, risk advisory and System and Organization Controls (SOC) reporting service. In his role, he helps clients identify and evaluate IT risk, implement cost-effective controls and monitoring strategies, improve execution and performance, and provide assurance to their customers and other external parties.

Greg Ameden

Greg Ameden

Akins is now a partner in the Savannah office. He joined Hancock Askew in 2006 and has more than 10 years of experience in public accounting. His primary focus is auditing financial statements of businesses for a variety of industries, including both publicly traded and privately held companies. He is also a certified valuation analyst and performs business valuation and transaction advisory services and has extensive experience with mergers and acquisitions, estate and gift tax valuations, buy-sell agreements, purchase price allocations and impairment tests.

PrimeGlobal Welcomes ACCES Group

PrimeGlobal announces the addition of ACCES Group to the association’s Europe, Middle East and Africa region.

ACCES Group, based in Bratislava, Slovakia, has been providing financial and accountancy services since 2000. The firm says it places an emphasis on the predicative ability of accountancy, in that the information obtained is interpreted correctly and in a timely manner in order to support decision-making.

MP Marian Glezl, says, “To be connected with our clients and their day-to-day operations has been our goal since the very beginning, 17 years ago.” Services are provided in both English and German.

PrimeGlobal is comprised of about 300 independent public accounting firms in 85 countries.

Draffin & Tucker Admits New Partners

Jeff Askey

Jeff Askey

Albany, Ga.-based Draffin & Tucker LLP (FY16 net revenue of $13.5 million) admitted two new partners to the firm, Jeff Askey and Sarah Dekutowski effective July 1, 2017.

During his time at Draffin & Tucker, Askey has been an integral part of the firm’s health care practice while focusing his efforts on Medicare and Medicaid health care reimbursement matters, cost report preparation and reopenings, provider-enrollment assistance, compliance reporting and health care operational consulting. As the firm continues to enhance its position in the health care market, Askey’s objectives will be to expand the firm’s reimbursement department, develop expanded service-line offerings and optimize how the firm’s health care staffing and resources are being utilized. Askey is based in the Albany, Georgia office.

“In today’s competitive market, sometimes the only differentiator for CPA firms is the level of customer service and commitment brought by a firm to its clients,” says Askey. “As evidenced by more than 65 years as a regional CPA firm, Draffin & Tucker has combined outstanding quality and unsurpassed customer service. As a partner, I wish to continue this tradition to our clients as well as develop the next generation of accountants who share in our core beliefs.”

Sarah Dekutowski

Sarah Dekutowski

Dekutowski, based in the Atlanta office, spent 20 years in the health care industry and has utilized her experience to assist clients in a variety of areas including: finance and accounting operations, revenue cycle evaluations, physician needs assessments, compliance, forensic accounting and litigation support. She has been instrumental in the development of the firm’s operational consulting initiative, resource solutions.

“Draffin & Tucker has significant technical knowledge and expertise to work side-by-side with organizations to address the challenges and opportunities in today’s changing marketplace,” says Dekutowski. “With Draffin & Tucker’s long-standing commitment to the success of its clients, I look forward to working with healthcare organizations and other businesses to help them tackle issues, make improvements and achieve their goals.”

“Jeff and Sarah each offer specialized skills that allow us to continue to deliver quality services to the healthcare and business community,” says Jeff Wright, MP.

OUM & Co. Admits Chung as Partner

Warren Chung

Warren Chung

San Francisco-based OUM & Co. (FY16 net revenue of $17.5 million) admitted Warren Chung as partner in the firm.

“His depth of expertise in tax planning and compliance matters, in addition to his commitment to exemplary client service, makes him an invaluable addition to our leadership team and our tax and advisory practice,” says Chris Millias, MP of OUM.

Throughout his 20 year career, Chung has specialized in corporate tax with an emphasis on the technology and life sciences sectors, advising businesses ranging from start-ups to large public companies on tax compliance and tax provision issues.

Chan Joins Sensiba San Filippo

Pleasanton, Calif.-based Sensiba San Filippo LLP (SSF) announces the addition of Andrew Chan to the SSF team. Chan will join the consulting services team as a senior manager and will play an integral role in the firm’s recent partnership with cloud-based ERP software, Intacct.

With more than 20 years of experience in financial systems, Chan has joined SSF after more than six years as a senior consultant at a national accounting firm. Having worked on more than 150 Intacct implementations, Chan has extensive experience setting up and configuring the system, conducting user training and providing technical support throughout the implementation process. Chan has worked with a variety of industries, including transportation, healthcare and publishing and has significant experience with financial systems.

“Andrew exemplifies all of the qualities that we look for in a team member and leader at the firm. His expertise is perfectly aligned with our recent launch of Intacct services, and we are thrilled to have him on board,” says Frank Balestreri, PIC, consulting services of Sensiba San Filippo.