Tidwell Group Admits Gormley as Partner

Quinn Gormley

Quinn Gormley

Birmingham, Ala.-based Tidwell Group (FY16 net revenue of $11.3 million) admitted Quinn Gormley as a partner in the Austin, Texas office.

Gormley has 25 years of experience in commercial real estate development with a focus on affordable housing, tax oriented investments and economic development. He also has experience in structured financing including conventional and tax-exempt revenue bond transactions.

Prior to his current position, Gormley was the director of real estate consulting at a large CPA firm. Through his diverse experience within the industry, he has successfully provided multi-level oversight on the development of more than 6,000 units of multi-family and single family affordable housing.

“Quinn will join one of the most talented, impressive and client centric teams in the country,” says Barry Tidwell, national MP. “As Tidwell Group continues to strategically expand its national presence, Quinn will enable us to increase our exceptional service that all of our clients deserve.”

Apple Growth Partners Opens New Ohio Office

Akron, Ohio-based Apple Growth Partners (FY16 net revenue of $11.5 million) will open a new office in Canton, Ohio, in May.

“We would like to have that office staffed with 12 people within a three-year period,” says chairman Charles Mullen. “We want to outgrow that office and hopefully be up to 20 people there after five years.”

“That middle market, small to midsize business market we serve so well, it’s not becoming more competitive,” says Mullen. “I think it is because a lot of competitors are going upstream for bigger clients. We are still hungry to pair up with any local firm that does not want to sell out to an out-of-state firm, who wants to stay local but is struggling perhaps with their succession plan.”

DMJ Welcomes Leader of Strategic Finance and Outsourced Accounting Division

Scott Wells

Scott Wells

Greensboro, N.C.-based DMJ & Co. (FY16 net revenue of $10 million) welcomed Scott Wells, as a consultant to lead the strategic finance and outsourced accounting division, where he will work with industry financial professionals and their owners.

Wells has more than 20 years of experience in guiding management accounting, finance, and processes. He also has significant experience with internal management reporting, compliance and restructuring through mergers or growth.

DMJ’s strategic finance and outsourced accounting division is a specialized consulting service effectively serving a range of industry areas, including manufacturing, distribution, transportation, professional services, family business and finance. Strategic finance and outsourced accounting engagements may also provide consultative controllership and CFO services, both interim and ongoing; strategic planning and budgeting; and audit preparation and readiness. These services allow business owners or financial professionals to focus on long-term goals or more efficient business needs.

Mapp Awarded ’40 Under 40′ Distinction

Crystal Mapp

Crystal Mapp

Crystal Mapp, marketing director at Springfield, Mo.-based KPM CPAs & Advisors (FY17 net revenue of $15.7 million) has been named a Springfield Business Journal ’40 Under 40’ honoree. Since its debut in 1999, the awards program continues to honor individuals under the age of 40 for their professional and community accomplishments.

“Crystal has been instrumental in helping KPM grow and gain national recognition for being a top tier accounting firm. This would not have been possible without her initiatives including rebranding, strategic PR placement, an increased online and social presence, and the many local and national awards the firm has received,” says KPM shareholder Barb Houser.

“In addition, Crystal has been instrumental in establishing an increased culture of giving within KPM. Two and a half years ago, she developed KPM CARES (community action requires engaged societies), a program to increase awareness, promote volunteerism and allocate funding to non‐profits here in our community. She is a strategic thinker with the ability to see the big picture and maximize each step of a marketing plan, and this has been a huge advantage for our firm,” says Houser.

Lumsden & McCormick Admits Two Partners

Jill Johnson

Jill Johnson

Lumsden & McCormick (FY16 net revenue of $16 million) of Buffalo, N.Y., admitted Jill Johnson and Brian Kern partners, effective Jan. 1.

Johnson, who has been with the firm since 2002, works in the assurance division with a focus on audit and information technology controls serving health care institutions, nonprofit organizations, and health and human service agencies.

Brian Kern

Brian Kern

Kern joined the firm in 2006. He is a commercial tax expert, focusing on structuring tax strategies, high-net-worth individuals, privately owned commercial businesses, manufacturing and real estate.

Haskell & White Admits Martinez as Principal

Carlos Martinez

Carlos Martinez

Irvine, Calif.-based Haskell & White (FY16 net revenue of $13.1 million) admitted Carlos Martinez as audit principal.

“At Haskell & White we place a premium on providing continuous training and supporting professional growth. The success of our employees has a direct link to the success of our firm and our clients, and we strive to provide new challenges and continuing encouragement to all of our staff,” says MP Wayne Pinnell.

Martinez has more than 10 years of accounting and auditing experience. His areas of expertise include financial accounting and reporting, compliance, auditing, internal control reviews and operational efficiency opportunities, as well as assisting clients with mergers, acquisitions, leveraged buy-outs and recapitalizations. He also has expertise working with private equity groups and serving their portfolio companies.

Kassouf & Co. Names Callahan as New Managing Director

Jerry Callahan Jr.

Jerry Callahan Jr.

Birmingham, Ala.-based Kassouf & Co. (FY16 net revenue of $16 million) named Jerry Callahan Jr. as the new managing director of the firm. Callahan succeeds Gerard Kassouf as managing director, who has led the firm in this role since 1989 and will remain a director.

Callahan joined the firm in 1989 and has served in various roles, including his most recent position as a director in the health care services group. He specializes in health care management, tax compliance, financial planning, human resources and employee benefits, and business consulting and advisory services.

“I am humbled to be elected as the managing director of the firm,” says Callahan. “Our firm is built on a strong foundation and our staff is dedicated to serving our clients, our community, and each other. Our firm will continue to rise to meet the challenges of our clients.”

MP Authors New Book on Leadership

Wesley Middleton

Wesley Middleton

Wesley Middleton, MP of Houston-based MiddletonRaines+Zapata (MRZ), an $11.2 million firm, has written, “Violent Leadership: Be a Force for Change,” which outlines a style of leadership that is “ identified by a passionate, innovative, active and disruptive pursuit of success.”

Violent leadership, Middleton writes, “does not refer to fighting, anger or brutality. It is a positive and energetic pursuit of purpose and success.”

Middleton discusses leading teams with passion, strength and force. He provides examples from his experiences at the firm and explains strategies to unite a team behind a common objective.

You’ll also discover how to:

  • create a workplace culture that fosters loyalty and high performance
  • know your strengths and delegate tasks when necessary
  • harness the power of the millennial generation
  • get out of your own way
  • set the tone in your own business
  • achieve your goals more passionately and more forcefully than anyone
    around you

Middleton is also a frequent public speaker on workplace culture, taking risks and embracing change.

Belfint Lyons & Shuman Welcomes Dean-Bradley as Director and Shareholder

Kathy Dean-Bradley

Kathy Dean-Bradley

Kathy Dean-Bradley was named a director and shareholder of Belfint Lyons & Shuman (FY16 net revenue of 10.2 million) of Wilmington, Del.

Dean-Bradley has expertise in the tax and accounting needs of small businesses, trusts and estates, with a concentration in medical practices, professional service firms and real estate investors. She offers strategic planning and tax compliance services for those businesses and individuals.

“Successful client relationships always result from collaborative efforts with the clients and their advisors,” says Dean-Bradley. “I embrace the challenges that each unique client situation brings.”

“Kathy’s strong commitment to great client services and her dedication to helping enhance our firm has been a big part of what we are today and we look forward to working with her for many years to come,” says Michael French, managing director.

Tidwell Group Admits New Partners with Ohio Expansion

Todd Fentress

Todd Fentress

Birmingham, Ala.-based Tidwell Group (FY16 net revenue of $11.3 million), 2017 INSIDE Public Accounting’s fastest growing firm, opened a Columbus, Ohio office. With this expansion, they also admitted three new partners to their team: Todd Fentress, Aram Moore and Kevin Allmandinger.

In Jan. 2018, Fentress joined Tidwell Group as the OMP. He has experience in the affordable housing industry, helping clients develop real estate projects in the Midwest. He also has experience consulting with federal and state government sponsored programs.

Aram Moore

Aram Moore

Moore has nearly 20 years of experience with low-income housing and historic tax credit programs, along with an understanding of federal and state governmental housing agency regulatory requirements.

Kevin Allmandinger

Kevin Allmandinger

Allmandinger has more than 30 years of real estate related experience in the public accounting industry. He has experience performing and reviewing audit work for rural development, housing and urban development, and low-income housing projects, along with 12 years of experience as treasurer for a large construction, development and property management firm.

“Our senior leadership team has evaluated numerous locations as we continue to strategically expand our services within the affordable housing industry. Ultimately, we selected Columbus because Ohio is home to some of the most prolific affordable housing developers in the country,” says Barry Tidwell, MP.