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.”

EisnerAmper Opens London Office

Robert Mirsky

Robert Mirsky

New York-based EisnerAmper (FY17 net revenue of $352.6 million) opened an office in London. Robert Mirsky is welcomed as the head of the office and the head of the asset management group.

“As Brexit unfolds, Europe is facing an unprecedented period of economic and regulatory challenges and opportunities,” says Charles Weinstein, CEO. “Adding Robert to our team will greatly enhance our ability to offer clients highly specialized, expert financial advisory services in this growing yet rapidly changing market.”

Mirsky has more than 20 years of experience advising investment fund managers, financial services companies, banks and investors in the structuring and operational aspects of alternative investments. He has worked in Big 4 firms throughout the world, including in the U.S., the U.K., Italy, Thailand and the Cayman Islands and, most recently, he led a global hedge fund practice. In addition, he has significant experience in cross-border structuring, operations, regulation, taxation, and international mergers and acquisitions.

“We look forward to Rob joining our practice group and adding his capabilities to our client service offering,” says Peter Cogan, co-chair of the financial services group. “Our continuing investments in resources and talent in the U.S. and abroad further enhance our position as a world-class alternative investment and financial services accounting and advisory firm.”

Santos Postal & Company Promotes Two to Principal

Ningwen Mi

Ningwen Mi

Santos Postal & Company of Rockville, Md., promoted Ningwen Mi and Shawn Donovan to principal, along with other manager and senior manager level positions.

“This group exemplifies our core values and provides the firm with the technical and leadership skills required so that we can continue to serve our clients as cherished advisors” says Charles Postal, MP.

Shawn Donovan

Shawn Donovan

Additionally, the firm welcomed John Ure as a tax consultant. Prior to joining Santos Postal & Company, Ure had been affiliated with a CPA firm in Norfolk, Va. He provides analysis on a large variety of matters relating to federal and state tax laws and regulations for small to mid-sized businesses, ranging from start-up issues, to growth and planning solutions, to exit planning and sales. He is also involved in estate planning matters for business owners and their families.

Baldwin CPAs Acquires Louisville Firm

Richmond, Ky.-based Baldwin CPAs (FY16 net revenue of $7 million) acquired Buchenberger Eggers and Spurr of Louisville, Ky., according to The Lane Report. The merger will add two principals, Kathie Eggers and David Buchenberger.

“We are excited about this union because it will allow us to be associated with highly talented people and the latest technologies. We believe this will translate into better service with a wider range of expertise for our valued clients without losing the personal touch you have come to expect from us,” says Buchenberger.

“Dave and Kathie are the type of CPAs we’re pleased to be associated with. We look forward to offering additional services to the clients of Buchenberger, Eggers and Spurr, as well as the expertise that Dave and Kathie add to the Baldwin team,” says Baldwin CPAs managing member Alan Long.

As a full-service accounting firm, Baldwin CPAs provides a wide range of experience and services to a variety of businesses and industries. Baldwin CPAs offers audits, reviews and compilations, bookkeeping and payroll, business consulting, business valuation, estate planning, forensic and litigation services, human resources consulting, outsourced CFO services, peer reviews, retirement plan administration, strategic planning, and tax preparation and planning.

Whittington Jones & Rudert Admits Partner

Marc Hardeman

Marc Hardeman

Whittington Jones & Rudert of Rome, Ga., admitted Marc Hardeman as partner, according to Rome News-Tribune.

Hardeman has been with the firm for more than 10 years, beginning as a staff accountant. He works with individuals and small to mid-size businesses. His experience includes audits in construction, service, manufacturing and non-profit entities; he also performs compilation, review and tax services.

Whittington Jones & Rudert also acquired Robert McWhorter CPA of Summerville, Ga. McWhorter has provided accounting and tax services since 1984 and retired Dec. 31, 2017.

Whittington Jones & Rudert specialize in providing services to medical, real estate, construction, manufacturing, family owned businesses and estate and trust services.

PKF O’Connor Davies Introduces Endowment Fund Accounting Services

New York-based PKF O’Connor Davies (FY16 net revenue of $146.6 million) launched endowment fund accounting services. The solution enhances the endowment fund accounting resources the firm provides to independent schools, colleges and universities, private foundations and community foundations with donor funds and donor advised funds. The expanded offering introduces investment unitization, which streamlines oversight and reporting by centralizing multiple accounts and improving efficiencies internally and for donors.

“We’ve provided endowment fund accounting services to countless not-for-profit and tax-exempt clients for years,” says Kevin Keane, MP. “This exciting next step formalizes our solution with a focus on investment unitization. This updated approach, executed by our experienced team including an entire tax group devoted specifically to the non-profit sector, will really take our client service to the next level.”

Investment unitization consolidates tracking, reconciling and reporting across a large number of separately managed endowed accounts including scholarships. Creating a single, pooled account enables organizations to achieve economies of scale and improve portfolio management and performance monitoring.

PKF O’Connor Davies’ solution harnessing investment unitization services also enhances non-profits’ ability to attract benefactors, including individuals and organizations that wish to establish a memorial fund or other endowment. They provide monthly, quarterly and semi-annual statements, reducing the organization’s internal duties and sustaining an engaged and satisfied donor community.

Brock Schechter and Polakoff Welcomes Majchrowicz as Director

Kevin Majchrowicz

Kevin Majchrowicz

Brock Schechter and Polakoff (FY16 net revenue of $6 million) of Buffalo, N.Y., promoted Kevin Majchrowicz to director of audit and accounting.

Majchrowicz has more than 15 years of experience in public accounting and has worked with BS&P for 13 years. He specializes in audit and accounting work, including the performance of audits, reviews, compilations, internal control attestations of service organizations and business valuations. He has experience dealing with contractors, collection agencies, real estate developers, manufacturers, restaurants and employee benefit plans.

For 45 years, Brock Schechter & Polakoff has provided services including accounting, auditing, taxation, wealth management, business and human resource consulting.