Bolar Hirsch & Jennings LLP Joins CPAmerica International

Bolar Hirsch & Jennings of Irvine, Calif., (FY15 net revenue of $12.6 million) has joined CPAmerica International, an accounting association of independent, CPA firms that provides shared best practices, networking opportunities and access to expert resources for member firms.

BH&J was established in 1991 and has grown to over 75 professionals and support staff, providing clients a high level of technical expertise in taxation, as well as delivering value in business and investment matters.

“Membership in CPAmerica International provides significant benefits to our firm and our clients,” says Dave Hirsch, co-MP at BH&J. “We look forward to collaborating with the CPAmerica community for the mutual benefit and advancement of all.”

CPAmerica is a member of Crowe Horwath International, which has members in more than 750 offices in more than 130 countries around the world.

“We are excited to bring Bolar Hirsch & Jennings into the CPAmerica community,” says Alan Deichler, president of CPAmerica. “They now belong to a group that is determined to improve through sharing and where members support each other’s success through discussing best practices, sharing experiences and building professional relationships.”

Doyle Joins Pease & Associates

Jerry Doyle

Jerry Doyle

Jerry Doyle, recently retired from Deloitte’s Northeast Ohio practice, has joined Pease & Associates of Cleveland (FY15 net revenue of $8.8 million) as a strategic advisor to help develop the growing regional CPA practice.

“We’re thrilled about the opportunity to have Jerry work with us in this role,” explains MP Joe Pease. “He has such a wealth of knowledge and fantastic network of connections. Our firm stands to benefit greatly through his leadership of our business development efforts.”

In addition to his reputation within the business community, Doyle has been recognized for numerous leadership roles in civic organizations such as the Greater Cleveland Sports Commission, United Way Services and Leadership Cleveland.

Reingruber & Company Joins Saltmarsh Cleaveland & Gund

Pensacola, Fla.-based Saltmarsh Cleaveland & Gund (FY15 net revenue of $15.6 million) announced that Reingruber & Company PA, of St. Petersburg, Fla. Has merged with the firm.

Claudia Reingruber joins the firm’s Tampa office as a shareholder, accompanied by her team of health care consultants. Formed in 1991, Reingruber’s practice brings a comprehensive focus to health care accounting and consulting, with clients including skilled nursing facilities, hospital-based transitional care units, rehab centers, hospices, home health agencies and continuing care retirement communities in more than 25 states.

Services include Medicare and Medicaid cost reporting, acquisition analysis, Certificate of Need applications, Proof of Financial Ability preparation, Medicare appeal representation, regulatory compliance evaluations and billing consulting. The Reingruber team also has unique expertise in specialized areas, including litigation support in complex regulatory matters such as medical record audits, Compliance Plan activities, governmental investigations and Qui Tam whistleblower defense cases.

“Claudia is nationally recognized in our profession for her expertise in the post-acute health care area, with a particular strength on the clinical side. Her team has been regarded for years as one of the best,” says Saltmarsh President Lee Bell. “This addition allows our firm to continue to realize our goal of expanding services in the increasingly complex area of health care.”

“As the industry we serve has continued to grow, the demand from our clients for additional services convinced me we needed a strong partner for the future,” says Reingruber. “The people and culture of Saltmarsh were the deciding factor.”

The addition of the Reingruber team provides Saltmarsh, Cleaveland & Gund with some of the nation’s top experts in health care consulting and enhances and expands the service offerings of the firm. The combined firm offers accounting, audit/assurance, tax, wealth advisory and many levels of specialized consulting services to clients throughout the U.S. and overseas.

Harms Joins Templeton & Company as Partner

Angela Harms

Angela Harms

West Palm Beach, Fla.-based Templeton & Company (FY15 net revenue of $10.4 million) announces that Angela Harms has been admitted as a partner.

With more than 20 years of experience, Harms provides accounting and tax services, business consulting, family office services, tax planning and representation before tax agencies to her clients. She has worked closely with many types and sizes of businesses in providing start-up planning, tax advisory services, assistance with obtaining various tax credits, as well as support with the disposition of businesses.

“Angela’s experience and commitment to providing the highest quality service to our clients makes her a perfect addition to our firm,” says MP Steven Templeton.

RyanSharkey Assurance Group Admits New Partner

Perry Kessler

Perry Kessler

Perry Kessler has been admitted as a partner at RyanSharkey of Reston, Va., (FY15 net revenue of $8.4 million).

In his new role, Kessler will continue to grow the firm’s government contracting niche. Kessler was promoted from his role as assurance director, where he has served as a critical member of RyanSharkey’s assurance group. In this role, Kessler provided assurance and business advisory services to a variety of government contracting and technology firms.

“Compliance and regulatory changes throughout 2017 will drive the need for experts to help our clients in government contracting and other niches navigate complex landscapes,” says MP Edward Ryan. “Perry will be instrumental in accelerating the growth of our assurance services, particularly to our government contracting services clients.”

Prior to joining RyanSharkey in 2016, Kessler spent nearly six years at Argy, Wiltse & Robinson, (acquired by BDO in 2012), first as a senior associate, then as an assurance manager. He began his career as an associate at KPMG LLP.

Kessler’s advisory specialties include design and implementation of audit procedures that are efficient and focused on adding value to government contractors; attest and advisory services to government contractors; policy and procedure reviews; government contract compliance; accounting system reviews; indirect rate structure review; merger and acquisition accounting; and due diligence engagements.

Haskell & White, Katherman Kitts & Co. Combine Practices

Irvine, Calif.-based Haskell & White (FY16 net revenue of $12.4 million) and Katherman Kitts & Co. of Irvine announce they have combined their practices, and are now operating under the Haskell & White name.

The expansion bolstered the combined international tax practice with the entire team of Katherman Kitts & Co. moving to Haskell & White. James Katherman and Stacie Kitts joined the firm as partners.

The union of these two organizations comes at a time when the nation’s tax laws are on the brink of a major overhaul, and clients will require more guidance than ever. By combining the staffs and resources of both teams under the Haskell & White brand, all clients will have access to an extremely deep bench of hard-working and talented CPAs, now totaling more than 75 professionals, the firms announced.

“With this combination, Haskell & White enhances its already robust standing in the market. We will add more capabilities, including Katherman Kitts & Co.’s deep experience with technology companies and international tax expertise, to bring an even greater level of service to the clients of both firms,” says Haskell & White’s MP Wayne Pinnell. “Having worked in the same building with Katherman Kitts & Co. for several years, we have gotten to know them personally as well as professionally, and we believe the cultures of our teams will blend seamlessly while producing excellent results.”

The clients of Katherman Kitts & Co. will gain access to Haskell & White’s team of professionals, resources and benefits that have been a hallmark of Haskell & White. These capabilities include a team of audit professionals able to provide reviews, financial audits and retirement plan auditing, as well as access to a worldwide network of CPA firms in the Leading Edge Alliance.

In a joint statement, Katherman and Kitts say, “We are very much looking forward to this new relationship with Haskell & White as it is an excellent move for our team at Katherman Kitts & Co. and – more importantly – it will bring even greater value to our clients, give our employees considerable growth opportunities and allow for operating efficiencies.”

Katherman emphasizes that since Haskell & White shares similar client service philosophies, the business combination will not change the clients’ fee structure or service.

Beene Garter Adds Three Partners

David Shymanski

David Shymanski

Beene Garter of Grand Rapids, Mich., (FY16 net revenue of $13.6 million) has admitted three professionals into the partnership.

The firm hired Dave Shymanski and promoted Rebecca Postma and Trace Bauman, bringing the number of partners to 16.

“Dave, Trace and Rebecca are talented accounting professionals, each with a wealth of knowledge in their respective areas,” says MP Tom Rosenbach.

Rebecca Postma

Rebecca Postma

Shymanski comes to Beene Garter with more than 30 years of public accounting and tax experience with private companies and multi-national corporations. He most recently held the title of tax senior manager at Ernst & Young, where he worked since 1986.

Trace Bauman

Trace Bauman

Postma has 15 years of experience in public accounting and has been with Beene Garter since 2007. Her expertise is in partnerships and limited liability companies, small businesses, corporate tax planning and compliance.

Bauman has more than 12 years of experience working with clients in the small business, construction and manufacturing markets, as well as providing international tax incentives for domestic companies.

Sensiba San Filippo Acquires Slater Moffat

Pleasanton, Calif.-based Sensiba San Filippo (FY16 net revenue of $14.4 million) has extended its footprint in California by acquiring Slater Moffat of Fresno.

As part of the deal, Slater Moffat partners John Slater and John Moffat will be joining SSF, along with approximately 18 staff members. Slater Moffat specializes in servicing agribusinesses, real estate companies and other closely held businesses. The firm also performs forensic accounting and business valuation services, expanding SSF’s existing practice in Fresno and the rest of the Bay Area.

“This acquisition is a very exciting move for both firms,” says MP John Sensiba in a statement. “SSF is thrilled to expand our geographical presence into the Fresno area and add an incredibly talented and specialized group of individuals to our team.”

With headquarters in Pleasanton, Sensiba San Filippo has additional California offices in Oakland, San Mateo, San Jose, Morgan Hill, San Francisco and now Fresno. Earlier this month, Sensiba acquired a firm in San Francisco, Kupperberg & Associates.

Slater sees the opportunity to offer increased benefits to his clients through the services of a larger firm. “Slater Moffat’s culture and strong work ethic have been paramount to our success, and we could not be more pleased to join a firm that perfectly fits our founding principles and ideals,” he said in a statement.

CBM Hires New Marketing, Business Development Director

Joe Kovacs

Joe Kovacs

Bethesda, Md.-based Councilor Buchanan & Mitchell (FY15 net revenue of $9.8 million) has hired Joe Kovacs as its first marketing and business development director.

“With more than 10 years of experience in accounting services marketing, demonstrated leadership and a strong reputation in his industry, Kovacs is a welcome asset to our organization,” says Pete Reilly, MP of CBM. “Our team looks forward to benefiting from the expanded visibility he will bring to the accounting, tax and consulting expertise CBM delivers to auto dealerships, attorneys and other professional services entities, construction and real estate groups, nonprofits, and tax and employee benefit plan clients.”

Kovacs, who previously marketed nonprofit audit, tax and accounting services for another local accounting firm, has developed a wide-ranging network of contacts throughout the region and within the accounting industry. He is a longtime board member and current vice president of the Association for Accounting Marketing. He is also an accredited public relations professional.

“I am excited to serve the success of CBM and its clients, and look forward to working with firm leadership to enhance its reputation and make CBM the recognized leader of accounting and consulting services in its markets,” says Kovacs.

Olsson & Company Joins RRBB

Somerset, N.J.-based RRBB Accountants and Advisors (FY15 net revenue of $11.9 million) announced that Olsson & Company, also of Somerset, will join forces with RRBB.

The two partners at Olsson & Company, Ken Olsson and Bill Gatarz, who have a long history in the accounting industry, are bringing their whole team to RRBB.

In a letter to their clients, Olsson and Gatarz say, “RRBB has been in business for over 50 years and has a great reputation. We have known some of their partners for many years and feel quite confident that it is the right fit for our clients and our staff. Joining forces with RRBB will also allow us to provide you with additional services that can be of great benefit.”

Olsson & Company has been providing business accounting and tax work for closely held businesses, as well as tax and consulting work to individuals for many years.

“Olsson & Company is a great firm with great people, high-level clients and a firm who has always prided itself on overachieving service,” says Dave Roth MP of RRBB.