HoganTaylor Moves Its Oklahoma City Office

Oklahoma City OMP Richard Wright and the firm’s other Oklahoma City partners host a ribbon-cutting ceremony.

Tulsa, Okla.-based HoganTaylor (FY18 net revenue of $47.3 million) has relocated its Oklahoma City office to a new, expanded space at 1225 N. Broadway Ave., Suite 200, in the city’s new Innovation District.

“In the accounting industry, we spend a lot of time thinking about the future and what changes may come as a result of new technology,” says Oklahoma City OMP Richard Wright. “At HoganTaylor, new technology is driving our transformation from a public accounting firm to a full-service business advisory firm. Our new space is a reflection of that transformation.”

The firm says the move not only accommodates additional growth but allows for greater participation in the city’s efforts to form innovative partnerships in the new district.

The new office is designed to allow for increased interoffice collaboration and idea sharing.

“The No. 1 thing that’s going to change for our profession is that our clients are going to demand that we help them get better and not just do their compliance work,” says Randy Nail, CEO of HoganTaylor. “Our new space fosters the kind of collaboration and innovation we’ll need to help our clients get better, but it’s just one of many ways we’re innovating our future at HoganTaylor.”

HoganTaylor is also investing in new service lines through a merger with RainRock IT Services. A new subsidiary, HoganTaylor Technology, began doing business Nov. 1, offering a suite of information technology services, including managed information technology services, outsourced CIO and technology solutions, cybersecurity services, and IT strategy and assessments.

“In the future, if a client needs anything related to a business issue, whether it’s an IT need, a marketing need, an HR need or really anything, we want HoganTaylor to be the first place they turn,” Nail says. “Our move in Oklahoma City and this beautiful new space both support that goal.”

More news from HoganTaylor

GW Carter Joins BKR

BKR International has announced the acceptance of GW Carter Ltd. of Edina, Minn., into the accounting association’s membership.

GWC is a boutique tax firm, which was selected to provide international tax services through the association, with a particular focus on the tax needs of foreign nationals and United States citizens abroad. GWC was established in 2010 by Gary W. Carter who continues to lead the firm.

DS&B Ltd. of Minneapolis remains the exclusive BKR representative in the Minneapolis/St. Paul market, says executive director Aiysha Johnson. “Its leadership gave consent for BKR to engage in membership discussions with GWC due to their noncompetitive focus on international tax services.”

BKR also accepted into membership Elias & Asociados of San Salvador, El Salvador, and Auditores Externos Varela & Patiño Cia. Ltda. of Guayaquil, Ecuador.

More news from BKR International

HuffPost: EY Women Told in 2018 ‘Sexuality Scrambles the Mind’

Big 4 accounting firm EY (FY18 net revenue of $14 billion) has held a training program last year that included advice on women’s appearance that has offended at least one participant, according to an Oct. 21 HuffPost article.

The article quotes a section of a 55-page presentation, distributed at the June 2018 seminar in Hoboken, N.J.: Be “polished,” have a “good haircut, manicured nails and “well-cut attire that complements your body type.” Women were advised to “signal fitness and wellness.” Finally, “Don’t flaunt your body ― sexuality scrambles the mind (for men and women).”

HuffPost reports that it was given the document by an attendee “who was appalled by its contents. Full of out-of-touch advice, the presentation focused on how women need to fix themselves to fit into a male-dominated workplace,” reporter Emily Peck writes.

The training, called Power-Presence-Purpose and offered by an outside vendor, has been under review for months, according to an EY statement given to HuffPost, and has not been offered “in its current form” since the event in question.

The firm also says that the seminar is being mischaracterized by HuffPost. “Any isolated aspects are taken wholly out of context.” The firm says the training was highly rated by employees.

“We are proud of our long-standing commitment to women and deeply committed to creating and fostering an environment of inclusivity and belonging at EY, anything that suggests the contrary is 100% false,” the firm says in its statement to HuffPost.

One participant who has since left the firm, using the pseudonym Jane in the article, calls it a “woman-bashing event.” She tells HuffPost that a “Masculine/Feminine Score Sheet,” was handed out before the workshop for participants to rate their adherence to stereotypical masculine or feminine characteristics.

Masculine traits: “Acts as a Leader,” “Aggressive,” “Ambitious,” “Analytical,” “Has Leadership Abilities,” “Strong Personality” and “Willing to Take a Stand.”

Feminine traits:  “Affectionate,” “Cheerful,” “Childlike,” “Compassionate,” “Gullible,” “Loves Children” and “Yielding.”

Jane says the women were also coached to cross their legs and sit at an angle to men, and to avoid confronting men at meetings or talking face-to-face because men view those behaviors as threatening.

“You have to offer your thoughts in a benign way,” the HuffPost quotes Jane as saying. “You have to be the perfect Stepford wife.”

Friedman Relocates One N.J. Office, Opens Another in Los Angeles

New York-based Friedman LLP (FY18 net revenue of $117 million) is relocating its Marlton, N.J., office.

“Relocating our New York City headquarters to One Liberty Plaza earlier this year taught us so many valuable lessons. We see that a well-designed workplace guides effective workflow and employee engagement,” says co-MP Harriet Greenberg. “We took winning elements from our New York headquarters and included them in the new Marlton office – fresh designs, open floor plans and ergonomics-driven work stations.”

The 70 employees in Friedman’s current Marlton office will relocate to 601 Route 73 North in the weeks leading up to their current lease expiration. Carl Bagell, MP of southern New Jersey, will continue to oversee the office. “This is truly a special group of people with a lot of heart who are dedicated to uplifting one another and delivering excellent client service. I look forward to the opening of a space that is tailor-made for our employees and designed to give visitors a taste of what life is like in our award-winning firm.”

Additionally, the firm will open an office in Los Angeles, which will be led by Adnan Islam, partner and co-practice leaders of the firm’s International tax group. “I’m proud to say that our client work on the West Coast has been overwhelmingly positive. As such, creating a formal office location in Los Angeles has allowed us to enhance the hands-on attention we delivered to our clients.”

“The physical office in LA demonstrates Friedman’s growth mindset,” says co-MP Fred Berk. “We didn’t make it to nearly 100 years without taking calculated risks and rethinking what we’ve always done, because agility and innovation are key.”

More news from Friedman LLP

Grant Thornton Looking to Boost Profits in U.K.

Chicago-based Grant Thornton (FY18 net revenue of $1.86 billion) has had a difficult year in the U.K., parting ways with about a dozen partners as it recovers from intense criticism over its audits of Patisserie Valerie and the controversial departure of its former chief executive, the Financial Times reported.

Grant Thornton told firm leaders that 6% of the total number of partners were leaving as it works to improve profits. The newspaper reported that 2018 profits fell by 8% to £72 million and revenue dropped from £500 million to £491 million. That pushed down partner earnings to less than what they made in 2015, when Sacha Romanovitch became chief executive.

An insider told the Financial Times that it was “not a night of the long knives”, but that some partners who were nearing retirement had been “moved on more quickly” as the firm attempts to rein in “legacy costs” related to its former leadership.

Jonathan Riley, head of quality and reputation at Grant Thornton, said the departures represented “a combination of factors including early retirement and some people whose roles no longer exist because of recent restructures and a change of focus around our client base generally.”

The new CEO, David Dunckley, who took over in November, has cut administrative staff and risky clients to turn around the firm’s fortunes.

One of the controversies dogging the firm is an investigation by the Financial Reporting Council for failing to spot a suspected serious fraud at bakery chain Patisserie Valerie.

More news from Grant Thornton

UHY LLP Expands With Long Island Office

Chicago-based UHY Advisors and UHY LLP (FY17 net revenue of $140.8 million) has opened a new office in Mellville, N.Y., to serve its Long Island clients in technology, financial services, manufacturing and distribution, real estate and professional services.

“With offices throughout the greater New York region, Melville was the next logical step in serving our clients located in the Long Island marketplace,” says Mehmet Sengulen, OMP of the office at 58 South Service Road, Suite 115. “We are thrilled to be establishing a physical footprint in a community where we live and are already serving a significant client base. Our new state-of-the-art office and exceptional team of world class professionals will allow us to continue our long tradition as a positive corporate neighbor and expand our client base in the region.”

The new Long Island office covers about 6,000 square feet, including 20 workspaces, two conference rooms and a multi-purpose center for dining. Professionals can access a fitness center, a relaxation space and a 300-seat auditorium for presentations to clients and the larger business community, the firm says.

More news from UHY LLP

Crowe Opens Houston Office

Chicago-based Crowe LLP (FY19 net revenue of $951.9 million) opened its first office in Houston to accommodate its growth in Texas and the South, bringing its total offices to 41.

The space provides easy access to area clients, as well as a central location for personnel who already live in the area. Located at 405 Main St., the office is in a revitalized area of downtown near Minute Maid Park, home of the Houston Astros. Built in 1909, the building was constructed on the site of the first official home for the president of the Republic of Texas.

“Our new office helps us expand our upmarket opportunities in this dynamic city,” says Dickie Heathcott, OMP of the Houston and Dallas offices. “We’re looking forward to continuing to serve existing clients and working with even more of the high-profile companies that call Houston home.”

More news from Crowe

EisnerAmper Moves Into New Dallas Office

EisnerAmper’s “Team Texas” at their new Dallas office space.

New York-based EisnerAmper (FY19 net revenue of $380.6 million) has relocated into a new Dallas office in the Harwood District.

The move was prompted by the firm’s growth in both Texas and the central United States. The firm says the new space supports its “clients-first, employees-first” approach. While the location is close to EisnerAmper clients in private equity, financial services, real estate, life sciences and health care, the firm believes the new office positions it to grow further in the technology sector, outsourced accounting services, and the firm’s consulting and advisory practices.

Ethan Boothe, PIC of the Texas market and private equity growth leader, says the office will serve “as a wonderful base of operations for our staff to service clients and cultivate exciting new markets. Addressing the current and future needs of our clients is directly correlated with the continued expansion of our consulting and advisory practices, which is the cornerstone of our growth strategy.”

More news from EisnerAmper

Dean Dorton Women’s Initiative Sees Success After One Year

Lexington, Ky.-based Dean Dorton (FY18 net revenue of $31.6 million), which launched a women’s initiative last fall, reports that an internal survey and discussions among female professionals have led to policy changes at the firm.

The firm’s women’s initiative committee worked with leadership to improve the maternity leave benefit and established a family leave benefit designed for team members – both men and women – needing to take off for family medical reasons, which includes the birth of a child.

The committee also created a monthly breakfast series to allow all women of Dean Dorton to interact and learn from each other. The breakfast meetings include conversations with recognized female leaders in the community and panels of Dean Dorton leaders sharing their stories and advice.

“The monthly breakfasts have been a great avenue for the women at Dean Dorton to connect with one another,” says Natalie Schuler, manager of tax services and chair of the women’s initiative committee. “The two panel discussions with our own women leaders led to very open and honest discussions.”

The committee recently launched a pilot mentoring program specifically designed to support women in reaching their leadership goals, pairing committee members with leaders within the firm.

The committee’s mission is to promote a firm culture that provides women with support, mentorship and training in order to fully develop their potential as leaders. The committee is made up of seven women across multiple service lines and office locations.

David Bundy, CEO and president of Dean Dorton, says, “More than half our firm is comprised of women, and we have always had strong female role models within the firm. For several years we have noticed an increase in turnover among our female team members after a certain point in a woman’s career. We selected a group of women who would work to help us change that narrative.”

More news from Dean Dorton

Dean Dorton Expands ERP Software Sector

Lexington, Ky.-based Dean Dorton (FY18 net revenue of $31.6 million) has announced its expansion into Charlotte, N.C.

The announcement follows the opening of its Raleigh, N.C., office earlier this year. “As the technology industry permeates throughout Charlotte, we believe our company expansion is a logical opportunity to offer Dean Dorton’s cloud-based accounting technology and ERP software services to the area of diverse growing companies,” says Jason Miller, director of business consulting services.

Dean Dorton offers businesses and clients various accounting solutions, along with ERP software consulting and implementation services. “The decision to expand into Charlotte, a city that has been ranked the No. 1 Tech Town in America, signifies Dean Dorton’s overall scaling growth strategy for the business,” Miller says.

More news from Dean Dorton