Two North Carolina Firms Merge

Charlotte, N.C.-based McClure CPA has joined Greensboro, N.C.-based Bernard Robinson & Company (FY17 net revenue of $16.1 million).

This union extends BRC’s presence in North Carolina by expanding into the Charlotte and North Wilkesboro markets. BRC now has more than160 employees and six locations in the state.

Combined under the name Bernard Robinson & Company, the newly expanded firm will be in an even better position to serve its clients, its communities and its employees. “Their firm and people have a great reputation in Charlotte, North Wilkesboro and beyond,” says Alisa Moody, CEO of BRC.

“In adding their skills to ours at BRC, we will greatly reinforce our assurance, tax and business advisory offerings,” says David McClure, MP of McClure. “A lot of thought and consideration was put into this effort. BRC’s commitment to maintaining a great place to live and work matches perfectly with our culture.”

Wade Pack, BRC’s MP, adds, “Our firm has always been committed to continuously enhancing the depth and breadth of our client-service capabilities and this combination of professionals will do just that. Plus, we look forward to continuing to be a valued community partner and expect a seamless transition as our team grows.”

Brand Tax Group, Hancock Askew & Co. to Merge

Michael McCarthy

Savannah, Ga.-based Hancock Askew & Co. (FY18 net revenue of $15.7 million) and Brand Tax Group of Tampa, Fla., have announced a merger. Hancock Askew will open an office of Tampa, Fla., in addition to offices in Savannah, Atlanta and Miami.

“This merger allows our firm to further expand our reach into Florida,” says Michael McCarthy, MP of Hancock Askew. “The experienced technical accountants who will join our team from Tampa will allow Hancock Askew to continue increased growth and success in the Southeast region.”

Kristen Brand

Brand Tax Group provides tax, accounting and payroll services and specializes in Florida certified sales tax audits and franchise business services, a statement announcing the merger said.

The merger with Hancock Askew provides Brand Tax Group clients with expanded value and services “while maintaining our signature approach of excellent client service,” says Kristen Brand, managing director of Brand Tax Group.

In Georgia and Florida, Hancock Askew employs over 100 professionals.

Kerkering Barberio Offers International Tax Consulting in Tampa Office

Chris Corneroli

Sarasota, Fla.-based Kerkering, Barberio & Co. (FY17 net revenue of $16.7 million) has recently expanded its Tampa, Fla., office to include international tax consulting and advising. Christopher Corneroli will provide individual and business tax compliance and consulting to clients with international reporting requirements who are seeking to navigate the U.S. tax system.

The Kerkering Barberio international tax team offers consulting and advising to both U.S. citizens and residents who have financial assets and holdings in foreign countries, as well as non-U.S. residents who invest in the U.S. With the recent implementation of new laws under the Tax Cuts and Jobs Act of 2017, many potential pitfalls exist for U.S. citizens, residents and non-residents.

“A lot has changed with our country’s new tax laws, and it’s important to understand the tax implications faced by when making personal and business decisions,” says Corneroli.

William Vaughan Company and Davenport Hanf & Company Announce Merger

Maumee, Ohio-based William Vaughan Company (FY17 net revenue of $10.6 million) and Davenport Hanf & Company of Perrysburg, Ohio, will merge effective Nov. 1, under the name William Vaughan Company. The new firm will provide clients access to increased levels of service and expertise.

“We are entering this merger as two strong firms,” says Mark Karchner, MP at DHC. “As we come together, we will have additional resources allowing us to deliver the highest level of value and service in the region.”

WVC plans to expand their investment in new technologies and assets to provide a heightened level of sophistication and efficiency to its services. The united firm will also leverage resources available through the BDO Alliance USA to supplement the expertise already on the ground in Northwest Ohio.

“WVC and DHC have similar values and priorities, so this merger is a natural fit. It lends to us doing more of what we already do,” says Aaron Swiggum, MP of WVC. “Our focus is always on service excellence, innovation and culture.”

The merger reinforces efforts to attract and retain the best people in the industry. As separate firms, both DHC and WVC invested significantly in a positive work environment and strong culture to retain top talent. That will remain a priority, with opportunities for mentorship, advancement and focused work in areas of specialized expertise.

McGowen Hurst Clark & Smith Admits Moran to Partner

Wendy Moran

Wendy Moran

West Des Moines, Iowa-based McGowen Hurst Clark & Smith (FY17 net revenue of $10.5 million) announced that Wendy Moran has been admitted as partner overseeing assurance within the company. She will continue to work from the firm’s West Des Moines office location.

Moran joined the firm in 2015. With more than 15 years of experience, Moran is among a group of eight partners at the firm and will continue to specialize in audits, reviews, agreed-upon procedures and consulting engagements related to financial statements and controls. The firm works with over 5,300 clients that are among several different industries including transportation, non-profit, distribution and contractors that Moran will focus her time.

“Wendy’s professionalism, insight and approach is a perfect fit with our culture of meeting and exceeding client expectations and creating a great work environment for our team members. We look forward to Wendy being part of the MHC&S leadership for many years,” says Dan Schwarz, co-MP.

PrimeGlobal Welcomes Oregon Firm to Membership

Robin Matthews

PrimeGlobal is pleased to announce the addition of Eugene, Ore.-based Jones & Roth (FY17 net revenue of $14.8 million) to the Association’s North America region.

Jones & Roth services span the areas of tax, audit and assurance, advisory services, accounting and payroll. The firm’s CPAs also provide in-depth experience in more than 10 specialty industries. Founded in 1946, Jones & Roth has a long history of providing expert services through their team of highly skilled CPAs, advisors and specialists.

Jeremy Prickel

“We spent a great deal of time researching the network and association options for Jones & Roth,” say co-MPs Robin Matthews and Jeremy Prickel. “From the time we first contacted PrimeGlobal and the North American team, it quickly became clear that they were the best choice for us. We are looking forward to a long-term relationship as part of the PrimeGlobal alliance.”

Michelle Arnold, PrimeGlobal’s chief regional officer for North America says, “Our member firms and their clients will gain immediate benefits from the knowledge and expertise that the Jones & Roth team can share, and their clients will gain the same advantage from the connections that their firm now has with hundreds of high-quality firms worldwide.

PrimeGlobal is comprised of approximately 300 highly successful independent public accounting firms in 80 countries.

Gollob Morgan Peddy Announces Merger Jerry Nelson & Associates to Join GMP

Gollob Morgan Peddy of Tyler, Texas, (FY17 net revenue of $11.6 million) is merging in Jerry Nelson & Associates. 

“We’ve been talking with Jerry for some time about a merger,” says Rohrbach, “We both feel now is the right time.  Jerry and his staff share the same core values of client service we practice here at Gollob Morgan Peddy. We believe this merger will be a great fit for Jerry’s clients and his staff. We expect a seamless transition between our companies.”
Nelson says, “I took a huge leap of faith in 1979 and began my accounting practice without a single client. Now we serve hundreds of clients across the region. I am excited that our firm is merging with an outstanding company like Gollob Morgan Peddy.”

Jerry Nelson & Associates’ entire staff will be joining the Gollob Morgan Peddy staff. The Nelson office in Tyler has closed. Nelson says he has no plans to retire just yet.

One of Nelson’s primary specialties is the construction industry, which will be a great addition to an already strong construction division within Gollob Morgan Peddy.

Gollob Morgan Peddy was established in 1982. Today, with over 90 employees, the firm provides a wide variety of services, including tax, audit and bookkeeping services. The firm specializes in construction, oil and gas, medical, dental, real estate and litigation services.

Robinson Grimes & Company Announces Three New Partners

Jenna Kaye Favors

Robinson Grimes & Company of Columbus, Ga. (FY17 net revenue of $13.7 million) announces the admission of three professionals into the partner group.

Jenna Kaye Favors has been with the firm for 14 years. She graduated from Auburn University with a Master of Accounting and is currently a member of AICPA and the Georgia Society of CPAs, and Phoenix City’s Emerging Leaders.

Bo Taber

William “Bo” Taber has been with the firm for seven years. He graduated from Auburn University with degree in finance and earned a post-baccalaureate in accounting at Columbus State University. He serves as the board chair of the National Civil War Naval Museum, the treasurer of the Columbus Optimist Club, and is a member of AICPA and Georgia Society of CPAs.

John Robert Voynich has been with the firm for 11 years. He graduated from the University of Georgia with a Master in Accounting, and has earned a degree in Accounting and Certificate in Servant Leadership from Columbus State University. He is a member of AICPA and Georgia Society of CPAs.

The firm serves a wide variety of clients in our region, and has particular expertise in the areas of real estate, wholesale distribution, governmental, non-profit, construction and health care. In 2017 Robinson Grimes celebrated its 85th anniversary.

Two Texas Firms Combine

Tyler, Texas, accounting firms Jerry Nelson & Associates and Gollob Morgan Peddy (Fy17 net revenue of $11.6 million) merged operations on Aug. 1.

According to a news release, the entire staff of Jerry Nelson & Associates joined Gollob Morgan Peddy in Tyler and the Nelson, Texas, office closed Aug. 6.

One of Jerry Nelson & Associates’ primary specialties is the construction industry, which is expected to complement the strong construction division at Gollob Morgan Peddy.

“Jerry and his staff share the same core values of client service we practice here at Gollob Morgan Peddy,” MP Shane Rohrbach says. “We believe this merger will be a great fit for Jerry’s clients and his staff. We expect a seamless transition between our companies.”

Congratulations to the 2018 IPA 200 and 300 Firms

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