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.

Wegner CPAs Announces Two New Partners

Mike Hablewitz

Mike Hablewitz

Madison, Wis.-based Wegner CPAs (FY15 net revenue of $13.2 million) announces the admission of Mike Hablewitz and Yigit Uctum as the newest partners of the firm.

As a team player and integral part of our firm’s growth and development since 1999, Hablewitz specializes in working with a variety of nonprofit organizations, including health and human services, religious organizations, trade organizations and labor unions, among others.

Yigit Uctum

Yigit Uctum

As a key team member with more than 12 years of auditing experience, Uctum focuses on working exclusively with tax-exempt organizations and leads the firm’s nationwide Form 990 preparation practice. He also manages the New York office.

The 2017 IPA Accounting Firm National Benchmarking Surveys Are Open For Participation

The 2017 INSIDE Public Accounting (IPA) Annual Survey and Analysis of Firms is now open to all accounting firms in North America. The results of the annual survey is the IPA National Benchmarking Report, the IPA 100, 200 and 300 firms ranking, and the coveted IPA Best of the Best firms. If you would like to participate, please contact our office.

DEADLINES FOR SURVEY SUBMISSIONS – FIRMS WITH FISCAL YEAR-ENDS OF…

…June 2016 through December 2016: May 5, 2017
…January 2017 through February 2017: May 19, 2017
…March 2017 through April 2017: June 5, 2017

THE 2017 IPA SURVEY AND THE INTERNAL OPERATIONAL SURVEYS ARE AVAILABLE FOR COMPLETION.

Your firm must complete the IPA Survey and Analysis form in order to participate in any of the internal operational surveys. If you would like to participate, contact our office.

Gain a competitive advantage and grow your firm with industry insight from the independent benchmarking leader in the nation.

BENEFITS OF PARTICIPATION

  • The opportunity to be included in the largest annual management of an accounting practice (MAP) survey in the country. To be benchmarked with more than 540+ firms nationwide and potentially be ranked among this year’s top firms in the: IPA 100, IPA 200, IPA 300 and the coveted IPA Best of the Best Firms in the nation.
  • If you participate in the surveys, you will receive a complimentary copy of the August 2017 issue of the award-winning INSIDE Pubic Accounting newsletter. This issue highlights the annual IPA 100 firm rankings, along with a detailed financial and operational analysis of the rankings.
  • An electronic complimentary copy of the 2017 Executive Summary, of the IPA National Benchmarking Report. If you participate in any or all of the IO surveys, you will also receive a complimentary executive summary when published in late summer.
  • You will receive preferred pricing on the 2017 IPA National Benchmarking Report, the IO Reports, and other benchmarking items. You may pre-order your reports now.
  • You will get preference for selection in articles written by IPA throughout the year, (an excellent opportunity to market your firm).
  • If you would like to participate, please contact our office.

CONFIDENTIAL DATA – WHAT YOU CAN EXPECT FROM INSIDE PUBLIC ACCOUNTING 

All confidential firm data, including salaries, compensation, income, etc., will be held in strict confidence. Salaries, compensation and sensitive data, such as income, revenues by niche, etc., will NOT be shared or publicized. We take extreme pride in our ability to collect this data to assist the profession and are now celebrating 27 years surveying accounting firms across the globe.

Please contact IPA at survey@plattgroupllc.com with any concerns or questions. IPA conducts a thorough review of each survey submission for commonly missed areas and for any and all errors. IPA will contact the person / contact named on the submitted survey form for any and all clarifications / updates. Some data, such as firm name, MP(s) name, firm net revenue, and organic growth may appear in the IPA Newsletter (if accolades are given).

IPA ASSOCIATION PARTNERSHIPS: INSIDE Public Accounting is pleased to partner with the following associations to provide survey and benchmarking services for their member firms: The Alliott Group, CPAmerica International, DFK International, INPACT Americas, LEA Global, Moore Stephens North America and PrimeGlobal. Please contact The Platt Group / IPA with any questions at (317) 733-1920.

Delap Announces Wall as Partner

Melissa Wall

Melissa Wall

Delap of Lake Oswego, Ore., (FY15 net revenue of $14.6 million) announces that Melissa Wall, a former senior manager at Delap, has been admitted as a new tax partner with the firm.

Wall brings over a decade of experience providing professional accounting services to individuals and businesses. In her 15 years practicing accounting, she has learned the value of a proactive, visionary, financial mentor, who serves a greater purpose in the lives of clients than simply providing tax compliance.

She specializes in working with closely held and family-owned companies, focusing primarily on entities within the real estate industry. Over the course of her career, Wall has deepened her understanding of the tax implications of trust, estate and gifting, the firm announced.

Alex Corrigan, the CEO of Delap says, “Melissa is a trusted leader, coach and advisor both within our firm as well as her client relationships.”

McKonly & Asbury Announces New Partner

Daniel Sturm

Daniel Sturm

Camp Hill, Pa.-based McKonly & Asbury (FY15 net revenue of $9.4 million) has admitted Daniel Sturm to the partner group.

Sturm joined McKonly & Asbury in 2007. In addition to being a partner, he is also a key leader of the firm’s external audit segment serving middle market, closely held businesses. His industry focus includes manufacturing, insurance, construction and nonprofits.

He also serves as the firm’s employee benefit plan audit services coordinator. Prior to joining the firm, he served as an audit manager in the Baltimore office of an international accounting firm, where he served a range of industries and also served as the office’s employee benefit plans service coordinator.

Thompson Greenspon Admits New Partner

Carolyn Quill

Carolyn Quill

Thompson Greenspon of Fairfax, Va., (FY15 net revenue of $9.7 million) welcomes Carolyn Quill as a partner of the firm.

Quill joins Thompson Greenspon with more than 25 years of public accounting experience. She works with large multi-state and closely held businesses, their owners and executives. In addition, she has extensive involvement in individual and partnership taxation and planning.

“Carolyn brings a wealth of tax knowledge and business experience and she is a welcome addition to the firm and its leadership team,” says Chip Helme, Thompson Greenspon’s MP. “We look forward to the positive impact Carolyn will have on our clients and the future success of Thompson Greenspon.”

Quill works with trusts and estates, compensation and retirement planning and succession issues, and she also has substantial involvement with government contractors and the complex issues they encounter.

Prior to joining the firm, Quill worked for a large Washington, D.C., area accounting firm. She has authored many tax articles and has been a frequent speaker and instructor to groups and associations on tax and other business-related issues.

 

Sensiba San Filippo Acquires Kupperberg & Associates

Pleasanton, Calif.-based Sensiba San Filippo (SSF) (FY16 net revenue of $14.4 million) has acquired Kupperberg & Associates of San Francisco.

Clifford Kupperberg, Pamela Seites and Ken Kupperberg will be joining SSF’s San Francisco, San Mateo and Pleasanton offices.

Kupperberg advises on a full range of business, financial and tax issues, and specializes in accounting and tax services and litigation support. With a strong background providing litigation support services to a wide range of clients, the acquisition helps to strengthen and expand SSF’s full-service offerings.

“Firm culture is a top priority for us, and Kupperberg & Associates mirrors many of the same values that we hold in high regard here at SSF,” says John Sensiba, MP of Sensiba San Filippo. “We have already experienced a tremendous amount of synergy with the Kupperberg team, and we are pleased to have them on board.”

Clifford Kupperberg, owner of Kupperberg & Associates, says, “This move allows us to continue our longstanding commitment to providing personalized service to our clients while being able to offer them the expanded services of a larger firm.”