2018 Accounting MOVE Project Report Announces Best CPA Firms for Women

June 15, 2018 by

Expectations have never been higher for women’s advancement in the workplace, and the Accounting and Financial Women’s Alliance Best CPA Firms for Women list and the Best Firms for Equity Leadership List, based on the 2018 Accounting MOVE Project report, recognizes and showcases the firms around the country who truly get it and work hard to ensure that the profession’s much-needed emphasis on diversity and inclusion also furthers momentum for women.

The 2018 Best CPA Firms for Women are:

  • San Francisco-based BPM (FY16 net revenue of $85.8 million)
  • Louis-based Brown Smith Wallace (FY16 net revenue of $43.2 million)
  • Clark Nuber PS (FY16 net revenue of $36.2 million) of Bellevue, Wash.
  • New York-based CohnReznick LLP (FY17 net revenue of $617 million)
  • Sarasota, Fla.-based Kerkering Barberio & Co. (FY17 net revenue of $16.7 million)
  • Lurie LLP (FY17 net revenue of $28 million) of Minneapolis
  • Louisville, Ky.-based MCM CPAs and Advisors (FY17 net revenue of $22.5 million)
  • Seattle-based Moss Adams (FY17 net revenue of $577 million)
  • San Francisco-based Novogradac & Company LLP (FY17 net revenue of $136.7 million)
  • Southfield, Mich.-based Plante Moran (FY17 net revenue of $520.5 million)
  • Troy, Mich.-based Rehmann (FY17 net revenue of $116 million)
  • Pittsford, N.Y.-based The Bonadio Group (FY17 net revenue of $92.1 million)

The Accounting MOVE Project Best CPA Firms for Equity Leadership list recognizes firms with at least 33% women partners and principals, as 33% is widely recognized as the tipping point for members of any identity group to have individual impact. The Equity Leadership list recognizes firms that have achieve that milestone through any combination of culture, programs or initiatives.

The 2018 Best CPA Firms for Equity Leadership are:

  • Washington, D.C.-based Raffa PC (FY17 net revenue of $49.1 million): 63.2%
  • Sarasota, Fla.-based Kerkering Barberio & Co. (FY17 net revenue of $16.7 million): 60%
  • Alexandria, Va.-based KWC CPAs (FY17 net revenue of $12.8 million): 60%
  • Lincoln, Neb.-based HBE LLP (FY17 net revenue of $8.6 million): 50%
  • San Jose, Calif.-based Johanson & Yau: 50%
  • Clark Nuber PS (FY16 net revenue of $36.2 million) of Bellevue, Wash.: 47.5%
  • San Francisco, Calif.-based Hood & Strong (FY17 net revenue of $16.7 million): 40%
  • Louisville, Ky.-based MCM CPAs and Advisors (FY17 net revenue of $22.5 million): 39.7%
  • Atlanta-based Frazier & Deeter (FY16 net revenue of $74 million): 38%
  • Pittsford, N.Y.-based The Bonadio Group (FY17 net revenue of $92.1 million): 37.6%
  • Louis-based Brown Smith Wallace (FY16 net revenue of $43.2 million): 36.2%
  • Tuscon, Ariz.-based BeachFleischman (FY16 net revenue of $25.8 million): 33.3%
  • Lurie LLP (FY17 net revenue of $28 million) of Minneapolis: 33.3%
  • San Francisco-based OUM (FY17 net revenue of $18.7 million): 33%

“As with anything in business, we must evaluate, adapt and evolve to ensure continued success. This holds true for women’s initiatives. This year’s Accounting MOVE Project demonstrates how far women have come in the industry, but also expresses the need to keep pushing forward,” said Cindy Stanley, executive director for the Accounting & Financial Women’s Alliance (AFWA).

Filed Under: Firms

Seiler Expands Silicon Valley Presence with New Office in San Jose

June 4, 2018 by

Redwood City, Calif.-based Seiler LLP (FY16 net revenue of $51.1 million) announced it has expanded its presence in Silicon Valley with the opening of an office in San Jose.

The expansion comes at a time when the firm is experiencing steady growth and seeks to attract additional talent, as well as reduce commute times for existing staff. The office is located near the heart of San Jose and accommodates approximately 40 partners and staff. It also provides another location for clients to visit the firm.

With the firm’s new South Bay presence, Seiler now has three physical offices in the Bay Area: San Francisco, its headquarters in Redwood City and San Jose.

“The epic commuting challenges Bay Area workers face just trying to get to work every day are well documented, and we’re glad to be a part of the solution by offering an additional location for staff and clients who reside further south in Silicon Valley,” says George Marinos, Seiler’s CEO. “In addition, this new location is an opportunity to expand the talent pool we rely upon to grow, as more professionals seek to balance a rewarding career and healthy lifestyle, which means spending less time on the road and more time servicing clients and collaborating with colleagues.”

“I look forward to leading the firm’s new office in San Jose, where we aim to provide a dynamic and modern work environment for employees, a welcoming space for clients, and seamless collaboration with the rest of the firm,” says San Jose office PIC, David Sacarelos.

Filed Under: Firms, IPA 100

Freed Maxick Celebrates 60th Anniversary

June 4, 2018 by

Buffalo, N.Y.-based Freed Maxick (FY16 net revenue of $45.2 million) is celebrating its 60th anniversary as one of the nation’s largest CPA firms.

Over the last 60 years, Freed Maxick has grown by embracing its core values – community, taking it personally, communication, performance and trust. These pillars of strength have shaped the way firm employees interact in the communities they serve, and how they consistently meet and exceed the expectations of clients.

During the year Freed Maxick has and continues to celebrate this milestone across all offices through internal and external events, digital promotion, and more. The firm is also implementing programs such as “60 for 60,” where leadership will meet one-on-one with 60 local students, assisting them with resumes, skill building and professional development. Freed Maxick will also be sharing their “60 Snapshots of Success,” a program highlighting 60 employees and why they choose to be a part of the firm.

“We are a firm that has risen to meet the challenges we’ve faced throughout our history, adapting to circumstances and thriving within them,” says Henry Koziol, managing director. “Where others see obstacles, we see opportunities. As we celebrate our 60th year in business, we have the unique opportunity to reflect on our past while looking toward the future. In doing so, we can demonstrate that the future of the firm is not a departure from traditions, but rather a celebration and continuation of our long-standing culture of embracing our entrepreneurial spirit, celebrating a collaborative approach, and continuing to build our relationships with our clients, community and employees.”

Filed Under: Firms, IPA 100

Sensiba San Filippo Becomes a Certified B Corporation

May 25, 2018 by

Pleasanton, Calif.-based Sensiba San Filippo LLP announced that it has become the first accounting firm in California to achieve B Corp certification.

This designation places SSF among a vetted group of companies committed to being a force for good and creating value for society beyond profit alone. To become certified, companies must undergo and pass a rigorous assessment by B Lab that evaluates their mission, employment practices, governance structure, social impact and environmental stewardship.

The certification meets a growing consumer demand as more Americans look to companies to support social and environmental issues in some capacity. More than 2,100 companies across 50 countries and 130 industries are B Corp certified. Called “the highest standard for socially responsible business” by Inc. magazine, B Corp certification recognizes companies who voluntarily meet standards of transparency, accountability, and social impact.

“Sensiba San Filippo exists to help people. We use our professional and personal skills to improve the lives of our families, our communities, our clients and our colleagues,” says John Sensiba, MP of Sensiba San Filippo. “Through our service to others, our commitment to integrity, stewardship of the environment, and kindness, we intend to better the lives of those we touch directly. Indirectly, we strive to be a positive force in the global community. The B Corp certification helps us better assess how our core values are aligned with our daily operations and where to improve.”

Filed Under: Firms

SD Mayer & Associates Joins BDO Alliance USA

May 1, 2018 by

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.”

Filed Under: Association News, Firms

Alerding CPA Group Celebrates 20 Years

April 25, 2018 by

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.

Filed Under: Firms

Bartlett Pringle & Wolf Celebrates 70 Years

April 4, 2018 by

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.”

Filed Under: Firms

Zdonek & Wolowicz Accountancy Corporation Changes Name

March 20, 2018 by

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.

Filed Under: Firms

Schmidt Westergard Celebrates 50 Years of Service

March 20, 2018 by

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.”

Filed Under: Firms

Batts Morrison Wales & Lee Opens Texas Office

March 16, 2018 by

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.”

Filed Under: Firms
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