Williams-Keepers Merges in Fellow Missouri Firm

Columbia, Mo.-based Williams-Keepers LLC, an IPA 300 firm, has acquired Mid-Missouri Accounting Services of Mexico, Mo.

Established in 1989, Mid-Missouri Accounting specializes in accounting, tax, payroll and bookkeeping for independent grocers in Missouri and other small businesses and individual clients. Company founder Stephen Thoenen and most of the firm’s six-person staff will transition to full-time roles in the merged company and will relocate to Williams-Keepers’ Columbia office by the end of August.

“This is a tremendous opportunity for both companies and, most important, the clients we serve,” says Williams-Keepers chairman Jeff Echelmeier. “The combined talents of our companies add to our long-standing ability to provide businesses and organizations with a full suite of accounting, consulting and compliance services.”

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CST Group Launches Outsourced Accounting Company

CST Group of Reston, Va., an IPA 300 firm, has created a new outsourced accounting company, District Advisory, to help clients with day-to-day accounting, CFO oversight, financial modeling, forecasting and strategy.

“Many of CST Group’s long-established clients and other emerging businesses have been requesting the type of outsourced accounting services we now offer through District Advisory, and we are very pleased to join Zach to meet the demand,” says CST MP Joe Romagnoli, referring to Zach Giegel, the MP of District Advisory.

District Advisory offers dashboard financial tools and accounting system integration designed to improve decision-making with accurate and timely data.

In response to the COVID-19 pandemic, District Advisory has maintained online CARES Act resources and plans to offer integrated business solutions such as in-house marketing, recruiting and human resources management.

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Bland & Associates Admits Four to Partnership

Jamie Brewer

Bland & Associates of Omaha, Neb., an IPA 300 firm, has admitted Jamie Brewer, Ryan McLouth, Kailey Riskowski and Nikki Snow as partners.

Ryan McLouth

Brewer joined the firm in 2010 and was promoted to manager of the tax department in 2014 and director in 2017, and specializes in corporations, pass-through entities, family-owned and closely held businesses, high-net-worth individuals, SALT and payroll taxation.

McLouth has been with Bland since 2007 and was named manager in the government consulting department in 2014 and then promoted to director in 2017. He works primarily on Medicare examinations and developing new audit procedures to help the government monitor new programs.

Kailey Riskowski

Riskowski joined Bland in 2009, was promoted to manager of the audit and assurance department in 2014 and named director in 2017. She works mainly with long-term care clientele, overseeing assurance services, Medicaid and Medicare cost report preparation and consulting engagements.

Nikki Snow

Snow joined the firm in 2013, was promoted to manager in 2014 then promoted to director in 2017. She specializes in multi-state income tax reporting, tax consulting and tax planning services, and is also in charge of the firm’s continuing education and training for the tax department.

“These four have not only grown as individuals at Bland but have helped grow the firm to where we are today,” says MP Jeremy Vokt. “We look forward to seeing them continue to grow and show success.”

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Melanson Heath Rebrands as ‘Melanson’

Nashua, N.H.-based IPA 300 firm Melanson Heath has rebranded to be known simply as Melanson going forward. To coincide with the name change, the firm has also redesigned its company logo and launched a new website at melansoncpas.com.

“As part of our focus on expansion and business development, our leadership team and I believe it was appropriate to rebrand our firm to more specifically reflect who we are,” says MP Scott Toothaker. “We are also very happy about the launch of our new website, which features our own employees and better reflects the personality found at Melanson. We are not just an accounting firm; we are a partner for our clients.”

Hancock Askew & Co. Acquires Miami Firm

Craig Armstrong

Savannah, Ga.-based Hancock Askew & Co., an IPA 300 firm, has expanded its Miami office with the acquisition of CAPA.

Based in Miami, CAPA specializes in tax, financial accounting and consulting services to high-net-worth individuals, businesses and international clients. With the merger, Craig Armstrong and his team at CAPA – including tax partner Patricia Siles and audit principal Alfredo Reynoso – will join the leadership team of the Hancock Askew Miami office.

“CAPA holds similar values and practices to ours,” says Hancock Askew MP Michael McCarthy. “This merger allows us to strengthen our South Florida practice and develop new service offerings with a larger team.”

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IPA 300 Firm Moves Into Midwest With Merger

In an effort to expand its regional reach to the Midwest and broaden its service capabilities to include governmental entities, Brooklyn, N.Y.-based Roth & Company LLP, an IPA 300 firm, has acquired E.C. Ortiz & Co. LLP of Chicago, effective July 1.

Founded in 1974, E. C. Ortiz services government entities and closely held businesses with specialists in the fields of federal and state compliance, health care compliance, financial audits and accounting.

“E.C. Ortiz’s sterling reputation, local relationships and specialized services make them the perfect partner for our Midwest expansion,” says Roth & Company co-MP Zacharia Waxler. “The acquisition allows us to continue to innovate and grow as we serve diverse clients across the globe in the private, non-profit and governmental sectors.”

Apple Growth Partners Adds to Leadership Team

Susan Burnoski

Akron, Ohio-based Apple Growth Partners, an IPA 300 firm, has appointed Susan Burnoski and Christine Waltjen to its executive team.

Christine Waltjen

Burnoski has been with the firm for 13 years and is a principal and director of audit and assurance. Waltjen is a tax manager and director of tax, overseeing the management, scheduling and onboarding of the tax team.

“Susan and Christine each chair a major department within the firm, and they both exemplify the word ‘leader’ in every way,” says Chuck Mullen, chairman of Apple Growth Partners. “Susan and Christine have been shining examples of determined effort and professionalism, true role models to anyone building a career in public accounting.”

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Hancock Askew & Co. Debuts New Investment Advisory Firm

Savannah, Ga.-based Hancock Askew & Co., an IPA 300 firm, announced the creation of Clarity Capital Advisors, a new spinoff firm dealing in interim/fractional CFO solutions, M&A and general corporate finance advice for small to mid-sized businesses.

The new entity will be based in Tampa, Fla., and will be led by veteran corporate finance professionals Steve Keaveney and John Stanier, with assistance from Mary Roberts, managing director of Hancock Askew’s transaction and business valuation practice.

“We are keenly aware of the shift in the accounting industry to provide more than just traditional compliance services to clients,” says Hancock Askew MP Michael McCarthy. “Through the addition of Clarity Capital Advisors and the experience of the team leading the new firm, we continue to be at the forefront of expanding our service offerings and increasing our footprint in the marketplace.”

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BDO USA Taps Into Nevada, Utah Markets With IPA 300 Acquisition

Chicago-based BDO USA, an IPA 100 firm, is merging in Las Vegas-based IPA 300 firm Piercy Bowler Taylor & Kern (PBTK) in a deal expected to close on July 1.

“By joining BDO, PBTK clients will still receive the same excellent service from a deep-rooted local team, but will now have access to the additional global resources and capabilities of an international firm,” says PBTK president Thomas Donohue.

Founded in 1990 and now the largest locally owned accounting firm in southern Nevada, PBTK serves clients across the real estate, construction, manufacturing, retail and wholesale, gaming and hospitality, government and non-profit industries. Post-merger, the firm’s nine partners and approximately 60 professionals will continue to serve clients in its Las Vegas, Reno, Nev., and Salt Lake City offices.

“PBTK’s incredible track record of technical excellence and exceptional client service makes them a perfect fit for BDO,” says Wayne Berson, CEO of BDO USA. “Their comprehensive capabilities across multiple business lines and industries, specifically in the gaming and government sectors, will complement and enhance our current strengths in these sectors and triple our size in the region. We look forward to welcoming PBTK’s talented leadership team and professionals to BDO and working together to redefine excellence for our clients in Nevada, Utah and beyond.”

“Yet another example of BDO’s successful growth strategy, this expansion adds enormous value for current and prospective clients, particularly those in the gaming and government industries,” adds Allan Koltin, CEO of Koltin Consulting Group and an IPA most recommended consultant, who advised both firms on the transaction. “Piercy Bowler Taylor & Kern selected BDO because of its aligned and complementary culture, one that prioritizes remarkable client service.”

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Belfint Lyons & Shuman Pays Tribute to Eileen Conner

Eileen Conner

Wilmington, Del.-based Belfint Lyons & Shuman, an IPA 300 firm, announced the passing of Eileen Conner, who started at the firm in 1974, became the first female shareholder in 1982 and retired in 2008.

Calling her a pioneer in the profession who helped pave the way for women through her early promotion of flexible schedules for work-life balance, the firm lauded Conner’s close relationships with clients and team members.

“Eileen left an impression on everyone she met through her friendly, professional manner and her ability to cut to the chase and just get things done,” notes a remembrance posted to the firm’s website. “She will be dearly missed, and we will always remember the impact she had on many of us individually, the community she loved, and the firm with whom she spent many great years.”