Untracht Early Admits New Principal and Announces Promotions

Florham Park, N.J.-based Untracht Early (FY18 net revenue of $29.8 million) has recently expanded its assurance practice by admitting a new principal and promoting two long-term professionals.

Timothy Schnall was hired and admitted as a principal, Robert Slootmaker was admitted as a partner, and Dennis Murtha was promoted to executive director.

The move adds experienced leaders to the assurance practice.

Schnall joins Untracht Early following a 22-year career serving alternative investment clients as an audit partner in the investment management practice at a Big 4 firm. His specialty areas include accounting, financial reporting, internal control and audit assistance services for private equity funds, hedge funds, fund of funds, infrastructure funds and real estate funds. His clients range from start-up managers to complex, multinational financial institutions.

Slootmaker has been with Untracht Early since 2009. In his new role as principal of the firm, he will continue to provide assurance services, financial statement preparation services, outsourced accounting services and partnership taxation services to his clients. He works primarily with investment management companies, private equity funds, broker-dealers, commercial clients and employee benefit plans. He also implements professional development programs.

A professional with the firm since 2003, Murtha now joins its team of executive directors who work in tandem with the firm’s principals in their practice areas to share supervisory responsibility and execute strategy design and implementation. He works primarily with investment management companies, real estate investment companies and other commercial clients. Murtha has oversight responsibility for compilations, reviews and audit engagements.

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Adelsberger Marketing Joins Alexander Thompson Arnold CPAs

A partnership has been announced between Adelsberger Marketing of Jackson, Tenn., and Union City, Tenn.-based Alexander Thompson Arnold (FY18 net revenue of $26.6 million).

“As our digital marketing firm has grown over the past five years, we were ready to take the next step,” says Kevin Adelsberger, owner and founder of Adelsberger Marketing. “Joining forces with ATA and their client base throughout West Tennessee and the Southeast was a perfect match.”

ATA partner Stephen Eldridge says, “Bringing Adelsberger Marketing into our expanding family of companies enables ATA to offer our clients a larger array of marketing services.”

Founded in 2014, Adelsberger Marketing offers videography, content marketing, digital advertising, social media, websites and branding.

ATA has 14 office locations in Tennessee, Kentucky and Mississippi, and provides a wide array of accounting, auditing, tax and consulting services. ATA is an alliance member of BDO USA.

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REDW Merges in HR Consulting and Legal Practice

Albuquerque, N.M.-based REDW LLC (FY18 net revenue of $30.7 million) has merged in Human Resources Experience, an HR consulting and legal practice, also located in Albuquerque.

The firm was founded by attorney Cristin M. Heyns-Bousliman, who has joined REDW as practice leader in human resources consulting. She will transition to department leader by July 1. In both roles, she will apply her extensive legal understanding of federal and state employment law, HR management and strategy, employee relations, compensation and benefits, and employee engagement to help clients with HR issues.

According to Steve Cogan, REDW’s MP, “Our decision to add Cristin to the REDW team aligns with our strategic plan to meet the ever-evolving needs of clients, ensure effective succession planning, and expand an important piece of the firm’s consulting services.”

Heyns-Bousliman is a former litigation attorney specializing in employment law. She has represented employers in matters involving a wide range of state and federal laws. In 2018, she started Human Resources Experience.

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Cotton & Company Admits 3 New Partners

Cotton & Company (FY18 net revenue of $30 million) of Alexandria, Va., has admitted three partners.

Jason Boberg joined Cotton & Company in March 2013 as a senior auditor and was admitted as a partner with the firm’s contracts and grants and litigation services practice. He provides litigation support services, financial consulting and performance audits to federal and state government clients.

Liz Lang joined Cotton & Company in April 2019 as a director and was admitted as a partner with the firm’s assurance services practice. She conducts financial statement and performance audits at organizations ranging in size and complexity.

Harrison Lee joined Cotton & Company in January 2009 as a staff auditor and was admitted as a partner with the firm’s advisory services practice. He manages Federal Information Security Modernization Act (FISMA) audits and reviews, financial statement audits, performance audits and IT consulting engagements for multiple federal clients.

REDW Admits 3 to Leadership Team

Albuquerque, N.M.-based REDW LLC (FY18 net revenue of $30.7 million) announces that three team members have been admitted as principals: Brian Foltyn, based in Phoenix, and Stephen Montoya and James Ortiz in REDW’s Albuquerque office.

Foltyn leads valuation and advisory services in REDW’s Phoenix office. He offers services in business valuation, strategic planning, dispute advisory and mergers and acquisitions. Prior to joining REDW LLC in 2017, Foltyn served in Plante & Moran’s forensic and valuation services group.

Montoya has dedicated his career to performing audit and advisory services for governmental entities, including tribes and their tribally owned businesses, such as their gaming operations. He has also worked with several prominent state and local governmental entities in New Mexico, including the New Mexico Department of Transportation, New Mexico Finance Authority, Santa Fe County and the city of Albuquerque.

Ortiz heads the state and local tax (SALT) practice, and has helped clients with economic credits and incentives, multistate sales and use tax, and multistate income tax, among others. He has nearly 15 years of SALT experience in government, Fortune 500 companies and public accounting.

“This promotion recognizes both their achievements and their deep commitment to our clients, our profession and the high standards of excellence for which our firm is recognized,” says Steve Cogan, REDW’s managing principal.

Cogan added that their promotion to REDW’s leadership team also highlights the firm’s commitment to talent development and career opportunities, execution of the strategic succession plan, as well as aligning niche practice areas with the firm’s long-term growth strategy. “As our industry continues to experience consolidation and rapid change, our team is welcoming those challenges as new opportunities to innovate, lead and create greater value for our clients and team members.”

Moore Colson Admits Steven Bailey to Partner

Steven Bailey

Atlanta-based Moore Colson (FY18 net revenue of $26.6 million) has announced the admittance of Steven Bailey to the partnership ranks.

Bailey joined Moore Colson in 2010 and was promoted to business assurance director in 2018. He leads audit and assurance engagements for clients in the construction, transportation, software, technology and health care industries. He also has extensive experience in providing transaction advisory services.

MP Bert Mills says, “Steven’s skills and service mentality are a perfect match for the client base he serves, and we look for big things from Steven as he contributes to the growth of Moore Colson, specifically in our construction industry practice.”

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Tanner Admits Jonathan Dudley as Partner

Jonathan Dudley

Jonathan Dudley

Tanner LLC (FY18 net revenue of $25.6 million) of Salt Lake City, announces the admittance of Jonathan Dudley to partner in the audit and assurance services practice.

Dudley specializes in manufacturing/distribution, real estate, consumer products, funds, non-profits and technology-based industries. He serves privately held and public entities and has a background in private equity, IPOs, Sarbanes-Oxley, SEC compliance reporting and annual audits, including employee benefit plans. He has worked with organizations of all sizes with GAAP accounting standards and other financial accounting needs.

Dudley joined Tanner in 2008 after spending four years with a Big 4 firm in Salt Lake City.

“Jonathan has proven himself as a valuable and reliable member of the firm and is a great addition to the partner group at Tanner,” says MP Jeff Bickel. “He consistently demonstrates outstanding client service and understands the issues they face in key areas like revenue recognition, stock-based compensation, equity arrangements and regulatory requirements.”

Mize Houser & Company Becomes Mize CPAs

Topeka, Kan.-based Mize Houser & Company (FY18 net revenue of $31.9 million) announces a name change to Mize CPAs Inc. along with a new logo and website.

Chairman James Hilbert says, “We’ve grown through mergers, invested heavily in technology and hired tremendously talented people. Our culture provides a respectful and supportive place for our 228 employees so they can provide the best accounting, payroll and consulting services to our clients.”

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KROST Announces Merger with BPE&H

Pasadena, Calif.-based KROST (FY18 net revenue of $33.8 million) has merged in BPE&H of Woodland Hills, Calif.

Seven principals will join the leadership team at KROST, including Scott Eisner, Martin Belak-Berger, Bob Price, Phil D’Amico, Scott Gilmore and founding BPE&H principals Jerry Block and Jane Plant. The merger adds 30 employees, expanding KROST to 200 team members and increasing its presence in the thriving Woodland Hills area.

The former BPE&H staff will remain at their existing office until next summer when staff from the two offices – KROST also operates an office in Woodland Hills – will move into a new space together.

“Joining with KROST makes sense from a resource standpoint. We now have in-house recruiting and other corporate support systems to alleviate workload on our leadership so we can spend more time with our clients. The firm’s industry task forces are also a great complement to our manufacturing and real estate expertise,” says Belak-Berger.

KROST MP Greg Kniss says, “Merging with BPE&H made sense for us on several levels. Their mission and vision, as well as dedication to superior customer service, resonates with our core values and the principles that we stand by here at KROST. Our tax, accounting and advisory teams will benefit from the added resources; all of which will allow us to continue to support our clients.”

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BeachFleischman Names Kim Paskal as COO of Tax, Peter Beahan to Executive VP

Peter Beahan

Tucson, Ariz.-based BeachFleischman (FY18 net revenue of $27.8 million) has elected Peter Beahan as executive vice president of the firm.

Additionally, Kim Paskal has been named as the COO of tax, succeeding Beahan.

Kim Paskal

The board appointed Paskal as part of the firm’s succession and strategic plans. She joined BeachFleischman in 1996 and has also served as the industry segment leader for the firm’s financial and professional services practice since 2010 and the cost segregation practice since 2019. Paskal’s specialties include tax-planning, consulting and compliance for entrepreneurial businesses as well as high-net-worth individuals. She will transition her industry segment leadership role to focus on her new responsibilities as the tax department leader.

Beahan will continue to serve firm clients, with an emphasis on the health care practice. He will also mentor staff and remain a member of the firm’s management committee.

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