Rosen Sapperstein & Friedlander Moves Headquarters

Owings Mills, Md.-based Rosen Sapperstein & Friedlander (FY16 net revenue of $11.2 million) has moved its headquarters to Towson, Md., according to The Baltimore Sun. The new office will house more than 50 employees and has room for future expansion.

“Our goal in designing the new space was to create a collaborative work environment that promotes open dialogue and creativity, thereby allowing us to service current and future clients even better than before,” says Jeffrey Rosen, a partner at RS&F.

RS&F offers consulting, tax, audit, business valuation and accounting services to middle-market businesses and high-net-worth families, primarily along the East Coast.

HMWC CPAs & Business Advisors Acquires Kelley Associates

Tustin, Calif.-based HMWC CPAs & Business Advisors (FY17 net revenue of $11 million) acquired Kelley Associates Inc., of Lake Forest, Calif.

“The addition of Kelley Associates, Inc. complements HMWC’s core strengths in comprehensive and complex tax planning, and service to businesses and individuals involved in real estate transactions and ownership. This merger adds very competent professionals as well as important clients to HMWC,” says Steve Williams, HMWC’s MP.

Kelley Associates, Inc. is headed by Barbara Kelley who has more than 30 years of tax and business consulting experience, including experience at Deloitte and Moss Adams. An associate at the firm will join Kelley in the merger.

Kelley Associates specializes in real estate and wealthy individuals. The firm’s services include real estate taxation, accounting and taxation for businesses and individuals, business advisory services, entity selection and complex estate and wealth protection planning.

Kernutt Stokes Announces New Chief Financial Officer

Cheri Aiello

Cheri Aiello

Eugene, Ore.-based Kernutt Stokes (FY17 net revenue of $10.4 million) welcomed Cheri Aiello as chief financial officer. She will be responsible for managing the financial actions of the firm.

“Her experience and attitude make her a great fit for the Kernutt Stokes team – we look forward to the positive contributions she will make to the firm, her co-workers, and our clients,” says Steven Ritchie, MP.

Kernutt Stokes provides comprehensive accounting and business consulting services to diverse groups of entrepreneurial businesses and individuals. In addition to core accounting services, Kernutt Stokes provides technology consulting, 401(k) plan administration, retirement planning and business consulting.

Richey May & Co. Expands Business Advisory Services Team

John Stone

John Stone

Richey May & Co. (FY16 net revenue of 16.3 million) of Englewood, Colo., welcomed John Stone as director of business advisory services.

Stone joins Richey May with 24 years of public accounting experience, in addition to six years of experience as a chief audit executive. He has significant experience in the financial services industry, with a focus on banking clients, providing such services as internal audit, SOX implementation, remediation and project management, compliance program development, compliance audits, and IPO readiness assessments. Prior to joining Richey May, Stone was a member of the national leadership team for a Big 4 firm responsible for directing External Quality Assessments (EQAs) of the Internal Audit Departments of Fortune 500 financial services companies.

“With John’s experience and leadership, we are able to expand the business advisory services we provide to the market,” says Keith May, advisory services PIC. “John’s expertise in both commercial and mortgage banking, in addition to his Big 4 firm and internal audit strategy experience, will allow our business advisory team to serve our clients at an even higher level.”

MSPC CPAs and Advisors Acquires Ennis Hargadon

Cranford, Conn.-based MSPC Certified Public Accountants and Advisors (FY16 net revenue of $10.3 million) has acquired Ennis Hargadon of Cliffside Park, N.J. Bill Ennis and Ray Hargadon will join as principals.

Driving the merger was both organizations’ experience with employee benefit plans and labor unions. The expanded department provides auditing, government filing compliance and consulting services to plan sponsors, trustees and administrators of both single and multi-employer benefit plans.

“This was a natural fit for us as Ennis’ employee benefit plan expertise complements our existing practice and broadens our reach in serving labor unions and those who administer their plans,” says Jim Flannery, managing principal of MSPC.

“This merger provides us with additional resources and a team of professionals who understand the unique requirements of working with labor unions and third-party plan administrators,” says Ennis.

HMWC Acquires Wiederman & Chamberlain CPAs

HMWC CPAs & Business Advisors (FY17 net revenue of $11 million) of Tustin, Calif., acquired Wiederman & Chamberlain CPAs, also of Tustin.

Wiederman & Chamberlain was formed in 1989, specializing in serving dental practices. Their services include accounting, tax compliance and planning, financial planning and retirement planning. Art Wiederman and Pamela Chamberlain will join HMWC as partners in the firm.

“Adding the exceptional professionals at Wiederman & Chamberlain is a strategic addition to our Healthcare Services department. Health care is one of HMWC’s largest industries served and the addition of Art, Pam and their entire staff will play a very significant role in our continuing growth and services to the entire spectrum of medical and health care practices in California,” says Steve Williams, MP at HMWC.

Mueller & Co. Acquires Chicago-area Firm

Elgin, Ill.-based Mueller & Co. (FY16 net revenue of $15.4 million) has acquired Orland Park, Ill.-based Mulcahy Pauritsch Salvador & Co, effective Jan. 1.

“MPS is a top Chicago-area accounting firm and respected business advisor and our goal in joining together is to provide increased depth and expertise to our clients, while maintaining the high levels of service they have come to expect,” says David Nissen, MP at Mueller. “Additionally, our firms benefit from a broader geographic reach in the Chicago area.”

Mueller provides accounting, tax, assurance and management consulting services to privately-held and publicly traded companies, local governments and not-for-profit organizations within a variety of industries.

Pease & Associates Acquires Levin Swedler Kennedy

Cleveland-based Pease & Associates (FY16 net revenue of $10.6 million) acquired Levin Swedler Kennedy of Akron, Ohio, effective Dec. 1. This will grow their talent to 80 CPAs and professional staff who will continue to provide industry-specific accounting, auditing, consulting, CFO, acquisition advisory and tax services.

“Their firm has acquired expertise in a variety of industries while serving closely-held businesses, non-profit organizations and individuals over the course of over 30 years. They have built a very successful firm, one that shares our values and is focused on delivering highly personalized accounting services to their clients,” says Joe Pease, MP.

“We are proud of the exceptional practice that our team has built in Akron and are so grateful to our loyal clients who have been instrumental in our continued success. The offer to join Pease & Associates, was very appealing, as it affords our clients and our professionals a larger geographic footprint while expanding our talent, resources and industry offerings,” says Gary Levin.

Hawkins Ash CPAs Acquires Rochester Firm

La Crosse, Wis.-based Hawkins Ash CPAs (FY16 net revenue of $15.3 million) has acquired the tax and audit practice of Thomas Cummings of Rochester, N.Y. Cummings has joined the firm as a senior manager and will continue to work with his clients in Rochester.

“This acquisition is beneficial for all parties involved. The clients of Thomas Cummings will benefit from access to expanded services,” says Abe Leis, MP at Hawkins Ash CPAs. “This acquisition increases our firm’s presence in the southeastern Minnesota market and will allow us to grow at a rapid pace.”

Gorfine Schiller & Gardyn Acquires Tax Practice

Owings Mills, Md.-based Gorfine Schiller & Gardyn (FY16 net revenue of $13.7 million) has acquired John Lyons and his tax practice from Protiviti Inc., a subsidiary of Robert Half International.

Lyons will join GSG as an officer and Patrick Hom will join as a principal. Other members will join at the senior and staff levels. The merger contributes a total of six additional employees to Owings Mills office.

GSG offers accounting and tax services in a number of industries including construction, not-for-profit, real estate and employee benefit plans.

“John has a highly sophisticated tax practice that will only enhance our mission to deliver exceptional client service,” says Simpson Gardyn, managing officer of GSG.