Keiter Names Wallace as Managing Partner of Firm

Gary Wallace

Gary Wallace

Glen Allen, Va.-based Keiter (FY17 net revenue of $27 million) has named Gary Wallace as the firm’s new MP, effective Jan. 1, 2019. Wallace has more than 30 years of accounting experience both in the private and public sectors and most recently served as the tax department leader for Keiter. He is succeeding L. Michael Gracik Jr., who has served as MP of Keiter since 2014.

“This is a tremendous honor to be chosen by my fellow partners for this position,” says Wallace. “For the past 40 years, Keiter has helped thousands of businesses achieve their financial objectives. I look forward to furthering that tradition and leading our firm for continued success.”

In his new role, Wallace will oversee Keiter’s strategic direction, providing leadership on firm matters. He will also continue serving as a partner in the firm’s tax practice. He will be actively involved in the firm’s marketing and business development opportunities and remain engaged in community development and support.

Prior to joining Keiter in 2010, Wallace was the CFO for The Riverstone Group and CCA Industries. He acquired significant public accounting experience, as tax partner with the Richmond, Va., office of KPMG. In his more than 20 years at KPMG, Wallace was tax advisor to publicly and privately held business clients and individuals, principally in the retailing, distribution, real estate and financial services sectors.

In addition to Wallace’s position, Keiter announces that Gracik Jr. will become a director with the firm. In this new role, he will provide clients with tax advisory and succession planning consulting.

Wallace continued, “Mike Gracik has been a great MP for our firm. He was instrumental in growing firm revenues by 50%, expanding our team, growing our client base, and building our reputation as ‘Opportunity Advisors’ to the Central Virginia business community. I am thrilled that he has chosen to serve as a Director within our firm and know that we all will continue to benefit from his expertise.”

Among Wallace’s priorities as MP will be a continuation and expansion of the firm’s support and commitment to the local Richmond, Virginia community. Keiter has consistently been recognized both locally and nationally for its charitable contributions to not-for-profit organizations and volunteerism.

“I am so proud of our team at Keiter,” says Wallace. “They are among the best accounting and financial advisors in the business. More importantly, they are a compassionate team that is dedicated to finding new opportunities to serve our local community.  This year alone, they have provided more than 300 volunteer hours to local organizations.”

Dean Dorton Launches Wealth Management Practice

Lexington, Ky.-based Dean Dorton Allen Ford (FY17 net revenue of $30.8 million) has launched Dean Dorton Wealth Management.

Dean Dorton has provided public accounting services regionally, nationally and internationally for decades and now desires to serve their clients in an even more holistic manner by incorporating integrated wealth management services.

“Each of our clients’ personal and professional aspirations may be unique to them, but when it comes to their financial objectives, our clients share the same desire: to build and manage wealth throughout their lifetimes in order to achieve the goals they’ve set for themselves and their families,” says David Bundy, Dean Dorton President and CEO. “We are proud to bring wealth management expertise and resources to our current and future clients in order to bring clarity to their financial situations and to help them define their goals, make smart investment choices, plan for the future and, ultimately, pursue their most fulfilling life.”

As an independent, registered investment advisor based in Kentucky, Dean Dorton Wealth Management will offer a broad range of services including retirement planning, investment consulting, portfolio management and a host of other holistic financial planning services. In addition, the firm will deliver a tax-efficient approach to all of their services through collaboration with parent company Dean Dorton.

Dean Dorton Wealth Management will be led by David Parks, who has a long history with Dean Dorton. As a CPA, who is also accredited in business valuation, he has more than 30 years of experience in providing tax, business valuation and other financial consulting services to individuals and businesses in the region. Bundy, who manages Dean Dorton, will also serve as a senior advisor in the wealth management practice. Together, they will be responsible for serving clients and managing all aspects of operations, including support staff.

Koedding Joins Janover LLC as VP of Operations

Karen Koedding

Karen Koedding

Garden City, N.Y.-based Janover LLC (FY17 net revenue of $30 million) announced the appointment of Karen Koedding as VP of Operations. In her role at the firm, Koedding will oversee the firm’s internal accounting, human resources, marketing, administration, learning and development, and tax processing departments. She will also execute Janover’s strategic plan to continue to drive growth and profitability for the firm.

Koedding joins Janover with more than 28 years of professional experience that has encompassed both public and private accounting, and as an entrepreneur running her own consulting firm. Her expertise includes building upon a company’s ongoing financial and overall success, building businesses, departments and relationships.

“We are thrilled to have an executive of Karen’s caliber join the Janover team,” says Mark Goodman, Janover’s MP. “She is an extremely talented individual who will help guide the firm to the next level.” Goodman added.

Dean Dorton Technology Launches Full-Service Cybersecurity Services

Gui Cozzi

Dean Dorton Technology, of Lexington, Ky.-based Dean Dorton Allen Ford (FY17 net revenue of $30.8 million), a provider of managed IT, software, hardware and cloud solutions, announces the launch of its cybersecurity practice.

Leading the practice is Gui Cozzi, who joins Dean Dorton Technology with more than 20 years of experience in cybersecurity. He has successfully implemented pragmatic and risk-based security programs to meet compliance with organizations’ security requirements. Gui leads a team responsible for delivering enterprise cybersecurity services and personally specializes in information security program development, implementation and assessment.

Prior to joining Dean Dorton, Cozzi served in various information security leadership roles, including implementing the security risk management program for one of the nation’s largest health systems, leading teams of cybersecurity consultants, and serving as chief information security officers for organizations in various industries.

As enterprise cybersecurity awareness continues to evolve, so do the layers of protection any business or nonprofit organization needs. From user awareness training to vendor management, Dean Dorton Technology’s new cybersecurity team helps clients regularly diagnose, manage and mitigate their cybersecurity risks, the firm says.

Jason Miller

Dean Dorton Technology’s team provides holistic solutions that can be scaled from small nonprofit organizations to large public companies.

“As cyberattacks become an everyday occurrence, it is essential organizations adapt their cyber-governance programs and take proactive steps to ensure they are compliant and protected across the board,” says Jason Miller, director of business consulting services. “Many security controls and systems are behind the scenes and until they are comprised organizations may not know if they are providing the level of protection they expect and at that point too much damage has already occurred.”

Janover LLC Launches Cannabis Industry Practice Group

Marsha P. Ellowitz

Garden City, N.Y.-based Janover LLC (FY17 net revenue of $30 million) announces that it has launched its cannabis industry practice group, headed by Marsha Ellowitz and Jason Hoffman, who have focused on this industry for over five years.

Janover works closely with their clients in the cannabis industry to properly structure business entities so that legal and tax advantages are optimized. The firm offers these clients a broad spectrum of traditional services, as well as, IRC Section 280E compliance and business valuation, which are critical for clients in the cannabis industry.

“We listened to our clients’ needs in the cannabis industry and determined that it was imperative to expand our offerings,” notes Mark Goodman, Janover’s MP.  “Our cannabis industry practice group builds value for our current clients, and will attract new clients within this evolving field.”

Jackson Thornton Acquires CPA Firm in Kansas City

Ned Sheffield

Montgomery, Ala.-based Jackson Thornton (FY17 net revenue of $28.9 million) announced the acquisition of Kevin S. Kelso, CPA, PC, PA, of Kansas City, Kan., serves utilities clients throughout the Midwest and Southwest.

This addition, effective Sept. 1, brings Jackson Thornton to more than 200 employees, serving clients from seven offices in Alabama, Tennessee and Kansas.

The merger will offer Kelso’s clients expanded depth of services while maintaining the personalized service for which the firm is known. Kevin Kelso joined the firm in 1993, then known as R.L. Quint, CPA, and purchased it as sole shareholder in 2015 and renamed it.

“The addition of Kelso to the Jackson Thornton family gives our utilities clients across the nation even greater access to our professionals and services,” says Ned Sheffield, president and MP of Jackson Thornton. “At the same time, it gives our new clients a depth of experience and resources they haven’t had before. The people they know and trust are now backed by teams of people offering a diverse array of expertise. We’re excited about this expansion and believe that this is a natural fit for both firms.”

Kevin Kelso says, “Our focus has always been to develop client relationships based on trust and personal attention. Jackson Thornton has the same philosophy and we look forward to growing and enhancing our practice together.”

Donellon Admitted as Partner at Gray Gray & Gray CPAs

James Donellon

James Donellon has been admitted as a partner at Canton, Mass.-based Gray Gray & Gray (FY17 net revenue of $22.9 million).

Donellon joined Gray Gray & Gray in 2006, and most recently served as a director in the firm’s client services department. He has more than 12 years of experience providing audit services and business consulting for a wide range of clients including manufacturers, distributors, architectural and engineering firms, SaaS companies and transportation companies. He is also a member of the firm’s employee benefit plan audits practice group.

“Jim Donellon comes from a family of accountants, and his passion for working through complex business issues with clients is evident,” says James DeLeo, leading partner of Gray Gray & Gray. “Jim has demonstrated tremendous leadership and vision throughout his career at our firm, and we look forward to his continued contributions in helping guide the future direction of the firm.”

Four Join Partnership at HHM CPAs

Will Clegg

Chattanooga, Tenn.-based Henderson Hutcherson & McCullough (HHM) (FY17 net revenue of $24.4 million) announce that four senior managers have been accepted as partners in the Chattanooga office: Will Clegg, Jon Paul Davis, Adam Osborne and Branden Wilson.

Clegg, Davis, Osborne and Wilson each began their accounting careers at the firm 10 or more years ago.

“This group of leaders represents the growth and loyalty within our firm,” says MP Donnie Hutcherson.

“Watching the professional growth from intern and staff accountants to partners has been very rewarding. All four have been contributors to the success of HHM and each brings specific expertise valuable for the firm’s future.”

Jon Paul Davis

Clegg has been with HHM for 11 years and is instrumental in guiding business owners and managers through complex tax and strategic planning decisions. He provides expertise in tax, estates, trusts and other specialized work. He has spent his professional career developing relationships with local nonprofit organizations while serving them in any way possible.

Adam Osborne

Davis joined at HHM in January 2008 as an intern in accounting and assurance (A&A) and tax. Early on, Davis transitioned from A&A to the firm’s management advisory services (MAS) department. Davis guides clients through business planning, including strategic growth decisions, forecasts and financial modeling. He also assists clients with all stages of mergers and acquisitions, and works with high-net‐worth clients to provide individual tax and consulting services.

Branden Wilson

Osborne started his accounting career 10 years ago when he began at HHM in the A&A department. He offers specialized assurance, accounting and tax services to a variety of clients including nonprofits, churches, manufacturing and distribution companies, and dealerships.

Wilson began his career in public accounting at HHM as an intern in January 2008. He provides assurance, tax and advisory services to clients of various sizes and industries. Within both the audit and tax departments, he provides a broad range of services ranging from complex GAAP accounting to proactive tax planning.

Smith & Howard Names New MP

Sean Taylor

Smith & Howard of Atlanta (FY17 net revenue of $26.6 million) named Sean Taylor as MP, effective Jan. 1, 2019. Taylor assumes the role from longtime MP John Lucht, who will transition to a consultative role in 2019.

“We are extremely excited that Sean will become managing partner in January. He embodies the servant leadership skills and commitment to others’ success that have become the defining principles of our firm. His demonstrated leadership as current partner-in-charge of the Assurances Services group exemplifies the qualities that will propel our firm to the next level over the coming years,” Lucht says.

As MP, Taylor will oversee day-to-day operations, responsible for guiding the firm’s overall strategy, growth, innovation and culture across its audit, tax, accounting and advisory services.

“We owe John our deepest gratitude for the contributions he has made not just as Managing Partner, but throughout his 30-year career at Smith & Howard. His leadership has enabled us to strengthen our standing as an industry leader. Our firm is well-positioned to capitalize on the opportunities ahead,” Taylor says. “I am excited to lead Smith & Howard into the next phase of the firm’s life cycle by focusing on innovation, expanding client service solutions, attracting and welcoming new talent and stretching our footprint across the region.”


Moore Colson Announces Move to New Atlanta Office Space

Marietta, Ga.-based Moore Colson (FY17 net revenue of $22.1 million) announced the move of its headquarters to a new, larger office space at the Galleria Office Park in Atlanta to accommodate continued growth, effective July 30.

Moore Colson, now on its 37th year in business, will leverage its new office space to provide expanded services for its clients while enhancing the workplace experience for its 120 employees.

“This is an exciting time for Moore Colson. The growth we have recently experienced is a testament to our great team and our great clients,” says Moore Colson’s MP Bert Mills. “With our new offices at the Galleria, we are pleased to be able to provide our team with the resources and platform to continue to provide outstanding levels of service to our clients.”