Berntson Porter Admits Three New Partners

IPA 200 firm Berntson Porter & Company of Bellevue, Wash., announces that Kaylene Bresnahan, Rhett Ennis and David Rogiers have been admitted as partners, representing both the firm’s tax and assurance services departments.

All three have completed Berntson Porter’s “Principal Path” training and curriculum designed to identify and prepare senior managers and directors for the role of principal at the firm.

“Now more than ever our clients count on us as trusted advisors,” says CEO Bob Berntson. “These new partners answer that call and are a fantastic addition to our outstanding team of principals.”

Tanner Admits Derek Drysdale as Partner

Derek Drysdale

IPA 200 firm Tanner LLC of Salt Lake City has admitted Derek Drysdale as a partner in the firm’s tax practice.

Drysdale has 15 years of experience in the world of international tax and cross-border transactions, helping companies with global tax structuring, subpart F income mitigation, foreign tax attribute determination, treaty analysis, operational transfer pricing, foreign tax credits, IP planning and more.

“Derek is an extremely talented international tax professional and we feel very fortunate to have him as a partner in the firm,” says Tanner MP Jeff Bickel. “His clients particularly appreciate the way he is able to explain difficult concepts in a way that they can understand.”

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Adam Davey to Take the Helm at VonLehman

Adam Davey

Adam Davey

Fort Wright, Ky.-based VonLehman & Company, an IPA 200 firm, announced that Adam Davey will be the firm’s next MP and CEO effective January 1, 2022, succeeding current MP Brian Malthouse when his term ends.

Davey has been with the firm since 1994 and has held numerous leadership roles during his tenure, including director of assurance services and member of the board of directors and executive committee. He has more than 25 years of consulting and advisory experience working with financial institutions, construction, real estate, manufacturing and distribution firms, as well as non-profit and governmental entities.

“Adam epitomizes what it means to be a member of the VonLehman family,” says Malthouse. “He’s been with the company for nearly three decades, and he understands what our clients, our employees and our community value most about our firm. He possesses the leadership skills and qualities necessary to continue the firm’s growth through social responsibility and innovation. Adam is ready for this new challenge, and we have the utmost confidence in his ability to lead the firm into the future.”

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CapinCrouse Admits Three New Partners

Allison Davis

Indianapolis-based CapinCrouse, an IPA 200 firm, announced that Allison Davis, Rachel McMichael and Lisa Saul have been admitted as partners.

Davis serves in the firm’s information security division, providing information security assessment and consulting services for non-profit organizations, financial institutions and health facilities, along with consulting services in risk assessment and policy development engagements.

Rachel McMichael

McMichael joined CapinCrouse in 2004 and provides audit, review and consultation work in various non-profit sectors. Her focus on the firm’s higher education practice includes assisting clients with higher education financial modeling.

Saul has been with the firm since 1999 and has over 20 years of experience in performing and supervising uniform guidance audits of U.S. Department of Education student financial aid programs and a variety of federal funding, as well as program audits and agreed-upon procedure engagements of various state-funded programs.

“Lisa, Rachel and Allison bring professional excellence and a passion for serving our clients to everything they do, and we are very pleased to appoint them partners,” says CapinCrouse MP Fran Brown. “At CapinCrouse, it is our mission to be empowered professionals providing innovative service to organizations whose outcomes are measured in lives changed, and these three talented individuals live that mission with excellence every day.”

Accounting MOVE Project: New Service Lines Bring Women to the Forefront

The 2020 Accounting MOVE Project Report says that several factors are coming together to create “a rare power moment for women.”

One is that Gen X and older Millennials, who may have put their partnership pursuits on pause while starting families, are now seeking those opportunities. Additionally, diversity among consultants shows clients that firms are bringing fresh thinking to the table. At the same time, baby boomer women are eager to leave a legacy “by showing how their investments in rising women have strengthened firms’ futures,” the report says.

The annual report, which also lists the best accounting firms for women, is a project of the Accounting & Financial Women’s Alliance and the Accounting MOVE Project, which is based on research partner Wilson-Taylor Associates’ methodology, which examines money, opportunity, vital supports and entrepreneurship for women.

The report notes that women are leading new lines of business, particularly advisory services.

“Women are perfectly positioned to chart new ways to win new types of business, because they take encouragement and direction from incremental wins,” says Joanne Cleaver, president of Wilson-Taylor Associates.

Listed below is The 2020 Accounting MOVE Project Best CPA Firms for Women. All are IPA 100 firms, with the exception of Lurie and OUM & Co.:

  • Pittsford, N.Y.-based The Bonadio Group
  • San Francisco-based BPM LLP
  • St. Louis-based Brown Smith Wallace
  • Clark Nuber, Bellevue, Wash.
  • New York-based CohnReznick
  • Eide Bailly
  • Minneapolis-based Lurie
  • Louisville, Ky.-based MCM CPAs and Advisors
  • Seattle-based Moss Adams
  • San Francisco-based Novogradac & Company
  • San Francisco-based OUM & Co.
  • Southfield, Mich.-based Plante Moran
  • Troy, Mich.-based Rehmann

The 2020 Accounting MOVE Project Best CPA Firms for Equity Leadership lists firms with at least 30% of women in their partner and principal ranks. Listed  in descending percentage order:

  • Kaiser Consulting, Powell, Ohio – 100%
  • Sarasota, Fla.-based Kerkering Barberio & Co. – 60%
  • Alexandria, Va.-based KWC – 59%
  • Bader Martin, Seattle – 54%
  • Gainesville, Fla.-based James Moore & Co. – 53%
  • Eugene, Ore.-based Jones & Roth – 50%
  • Tucson, Ariz.-based BeachFleischman – 46%
  • Bethesda, Md.-based Councilor Buchanan & Mitchell – 44%
  • Dallas-based Huselton Morgan & Maultsby – 44%
  • Abbott Stringham & Lynch, San Jose, Calif. – 43%
  • Johanson & Yau, San Jose, Calif. – 43%
  • *Clark Nuber, Bellevue, Wash. – 42%
  • Lincoln, Neb.-based HBE – 42%
  • *Pittsford, N.Y.-based The Bonadio Group – 40%
  • *St. Louis-based Brown Smith Wallace – 40%
  • *Louisville, Ky.-based MCM CPAs and Advisors – 39%
  • Atlanta-based Frazier & Deeter – 34%
  • *Troy, Mich.-based Rehmann – 31%
  • *Eide Bailly – 31%
  • *Minneapolis-based Lurie – 30%
  • *San Francisco-based Novogradac – 30%

*Also included on the 2020 Best CPA Firms for Women list

AAFCPAs Acquires Scott A. Goffstein & Associates

Westborough, Mass.-based AAFCPAs, an IPA 200 firm, has acquired Scott A. Goffstein & Associates, a 14-person CPA firm in Waltham, Mass.

The acquisition adds expertise to AAFCPAs and accelerates the firm’s growth, the firm announced. AAFCPAs now has 34 partners, a 240-person staff and four locations in Massachusetts ­– Boston, Westborough, Wellesley and Waltham.

Scott Goffstein, who was admitted as an AAFCPA partner, says, “We share the team’s passion, its high standards of service excellence, and we immediately recognized the value of joining the pre-eminent regional CPA and consulting firm in New England.”

Founded in 1987, Scott A. Goffstein & Associates developed specializations in international tax, tax treaty issues, transfer pricing methodologies and intercompany transactions, although its work included the full spectrum of domestic tax, audit and outsourced accounting disciplines.

The acquisition also brings a change in leadership roles for co-MPs Dave McManus and Carla McCall. With the increased focus on international tax, McManus will lead the firm’s growing tax practice across all industries. McCall will assume the sole responsibility for MP.

“This acquisition brings even greater depth to AAFCPAs’ strengths as we serve diverse clients globally in nonprofit and commercial sectors – and just as important, the individuals we are welcoming are an outstanding cultural fit,” McCall says. “Our drive to innovate and grow will continue to flourish with the addition of the Goffstein team.”

ConvergenceCoaching Recognizes Graduates of Transformational Leadership Program

Leadership and management consulting firm ConvergenceCoaching recently completed the 2019-2020 spring program of its Transformational Leadership Program (TLP) with 25 new graduates. The TLP is a one-year accelerated educational program for CPA and consulting firm new partners and emerging leaders.

“We are excited to celebrate this group of leaders and all they have accomplished during the TLP,” says TLP coach Renee Moelders. “They are in a prime position to apply the change management concepts they’ve learned as they navigate these unprecedented times with their teams and fellow leaders. We are confident in their ability to think strategically and help their firms and clients make decisions and address opportunities and challenges.”

The spring 2019-2020 TLP graduates are:

  • Joseph Ali, partner, PKF O’Connor Davies
  • Mike Arens, tax manager, HBE LLP
  • Troy Banker, shareholder, Geffen Mesher & Company
  • Benjamin Beskovic, tax partner, PKF O’Connor Davies
  • Jamee Bollinger, senior accountant, Grimbleby Coleman
  • Kelly Buck, audit senior manager, Windes
  • Lisa Carrick, partner, Windes
  • Jennifer Decker, partner, Hogan-Hansen
  • Eve Fugiel, senior manager, Weiss & Company
  • Samantha Graboff, partner, Windes
  • Mitch Green, staff accountant, Geenen & Kolean
  • Melanie Jobgen, partner, Casey Peterson
  • Nick Kinsler, senior manager, WellsColeman
  • Greg Malcolm, shareholder, Geffen Mesher & Company
  • Laura Monaghan, partner, Hogan-Hansen
  • Wendy Moran, partner, McGowen Hurst Clark & Smith
  • Bryce Nations, tax partner, Frazier & Deeter
  • Michelle O’Reilly, partner, PKF O’Connor Davies
  • Jennifer Penning, office director, Hogan-Hansen
  • Nalini Singh, senior accountant, Grimbleby Coleman
  • Mike Sippel, principal, Green Hasson Janks
  • April Swartz, owner, Varney & Associates
  • Brandon Waller, audit manager, Weinstein Spira
  • Jim Wilde, tax senior manager, Windes
  • Jonathan Zuckerman, partner, PKF O’Connor Davies

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Henry+Horne Admits Three New Partners

Kevin Bach

Tempe, Ariz.-based Henry+Horne, an IPA 200 firm, announced that Kevin Bach, Sharlynn Garza and Jessica Moulder have been admitted as partners.

Bach, who leads the data analytic niche, has been with the firm since 2012. He helped found the niche, which assists clients in setting up interactive dashboards and visualization tools.

Sharlynn Garza

Garza has been with Henry+Horne for 17 years, specializing in providing services for non-profit health care, membership organizations and grant-making foundations.

Moulder has been with the firm since 2005, overseeing accounting services for a variety of industries including not-for-profit and service organizations.

Jessica Moulder

The firm also announced that Jaimi Koechel has been promoted to principal to lead the marketing department.

“We are thrilled to have Jessica, Jaimi, Kevin and Sharlynn join Henry+Horne’s partnership/principal group,” say co-MPs Chuck Goodmiller and Chuck Inderieden. “Each brings unique skills and vision. They have dedicated themselves to advancing the firm while providing exceptional client-focused service.”

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Michael Nordmann to Lead New Wealth Division for Maner Costerisan

Michael Nordmann

Lansing, Mich.-based Maner Costerisan, an IPA 200 firm, has hired Michael Nordmann as principal and chief wealth officer to head up the firm’s new Maner Wealth division.

Nordmann most recently managed multimillion-dollar accounts as a personal CFO for nearly seven years at Morrison Nordmann & Associates.

“Maner Wealth is an exciting initiative that allows the firm to elevate and expand our service offerings and create comprehensive, individualized financial strategies for our clients,” says Maner Costerisan president Jeff Stevens. “Michael’s strong leadership skills, financial planning experience and passion for helping people reach their financial goals makes him the excellent choice to lead Maner Wealth.”

The firm also announced the hirings of Emily Harris in its association management services division and Julie Ross as its first director of marketing.

PrimeGlobal Welcomes New Michigan, California Firms

Duluth, Ga.-based association PrimeGlobal has added Saginaw, Mich.-based Yeo & Yeo PC, an IPA Top 200 firm, and BFBA of Sacramento, Calif. as new member firms.

Founded in 1923, Yeo & Yeo is a full-service assurance, tax and advisory firm with more than 200 professionals on staff in offices across the state of Michigan. The firm serves privately held and family-owned businesses in industries such as manufacturing, health care, agribusiness, construction and real estate, in addition to government, education and nonprofit entities.

“As a world-class organization, PrimeGlobal accepts only the most contemporary, state-of-the-art firms and Yeo & Yeo certainly fits that description,” says Michelle Arnold, PrimeGlobal’s chief regional officer for North America. “We’re fortunate to have a firm of this caliber joining PrimeGlobal as a powerhouse in the Midwest.”

BFBA has provided innovative, consistent and attentive service across an array of specializations for over 30 years.

“As the region’s leading local firm, BFBA’s innovative approach to their business puts people first,” Arnold notes. “As PrimeGlobal member firms continue to look at developing staff, promoting leadership and fostering talent, BFBA’s knowledge and experience will be invaluable to members as they continue to explore exciting opportunities.”

PrimeGlobal has also added new member firms in Yemen, Nicaragua and Niger, representing three new countries for the association.

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