Apple Growth Partners Acquiring Schlabig & Associates

Akron, Ohio-based Apple Growth Partners (FY15 net revenue of $10.9 million) is buying another accounting firm, Schlabig & Associates Ltd., with offices in Akron and Kent, Ohio.

The deal marks AGP’s second acquisition in six months. Its goal is to double in size by 2020. With the addition of Schlabig, revenue will grow to $17 million and staff will grow to 100, Apple Growth says.

Apple Growth also has offices in Cleveland and Beachwood, Ohio. The move expands Apple Growth into Portage and southern Geauga counties.

Holtzman Partners Welcomes Tax, Audit Partners

Jon Rausch

Jon Rausch

Holtzman Partners of Austin, Texas, (FY15 net revenue of $8.7 million) has expanded its leadership team by admitting Jon Rausch as a tax partner and Rusty Hale as an audit partner.

Rausch, who most recently served as MP of Montgomery Coscia Greilich’s Austin office, joined Holtzman Partners on June 1, and Hale, formerly a partner in MCG’s audit practice, will join Holtzman Partners on July 5.

“Holtzman Partners’ market reputation is extremely strong and rightfully so. I look forward to contributing my experience to the firm as we strive for continued success,” Rausch says.

Rusty Hale

Rusty Hale

In addition to adding four partners and a director to its leadership team this year, Holtzman Partners has also increased the size of its Austin footprint with the addition of buildings at 1700 and 1706 W. Sixth St., on the same block as its headquarters.

Holtzman Partners has grown to 70 professionals, including 11 partners, since its inception in 2004.

MP Chris Perkins says, “The growth of our partner group and acquisition of more office space really reflect our commitment to Austin’s business community and all of our clients across Texas. We’re planning to grow with Austin for decades to come.”

Mowery & Schoenfeld Announces Newest Partner

Jonathan Sniegowski

Jonathan Sniegowski

Jonathan Sniegowski has been admitted to the partnership at Mowery & Schoenfeld of Lincolnshire, Ill., (FY15 net revenue of $9.1 million), the firm announced.

Sniegowski joined the firm in 2010 and has been a transformative member of the tax department, bringing not only technical expertise but also contributing to recruiting and training programs, helping to develop the next generation of staff.

“Acting as a mentor to our staff and a trusted advisor to our clients, Jon has been an exceptional contributor to Mowery & Schoenfeld for over seven years now, and we are honored to welcome him to the partnership ranks,” the firm announced.

Councilor Buchanan & Mitchell Merges In Practice of William Blumenauer

Bethesda, Md.-based Councilor Buchanan & Mitchell (FY15 net revenue of $9.8 million) has expanded its tax service capabilities by merging in the practice of William G. Blumenauer, also of Bethesda, effective June 1.

“The professional services he and his team deliver complement CBM’s tax and accounting expertise,” says Peter Reilly, CBM’s president and MP. “We look forward to helping Bill’s clients through a smooth transition and providing them the same first-rate customer service for which we have long been proud.”

For 96 years, CBM has developed a reputation for delivering high-quality services throughout the Mid-Atlantic region for auto dealerships, construction and real estate clients, not-for-profit organizations, professional service entities and family-owned businesses. CBM has grown significantly in recent years by merging in professional services firm Drolet & Associates, providing the firm with a Washington, D.C. office, and Stokes & Company, both in 2014.

“I look forward to joining with CBM,” says Blumenauer, who will serve as a senior tax advisor. “I believe my clients and I will benefit greatly from having the help of CBM’s experienced professionals to back up the high level of service I have worked hard to provide over the years.”

Blumenauer has specialized in delivering tax planning services to individual, attorney, corporate and nonprofit clients, including many facing complex tax situations such as multi-state and/or international filing requirements, as well as estate and gift planning services, since beginning his practice in 2013.

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.