Bowman & Company Launches Federal Services Department

Voorhees, N.J.-based Bowman & Company LLP (FY17 net revenue of $16 million) has launched a Federal Services practice in order to bring their 79 years of accounting, tax, audit and consulting experience to both federal entities and contractors working with the federal government.

Spearheading this new venture is Federal Services director Michael Mertz. As a former Supervisory Auditor for the Defense Contract Audit Agency with an extensive background in audits of commercial, governmental and not-for-profit organizations, Mertz utilizes his experience to help Bowman provide world-class service to the federal government and contractors alike.

“Providing comprehensive, reliable, and trustworthy services to local and state government clients has been a core part of Bowman’s business for decades, and we are proud and excited to bring these services to the federal level,” says Michael Cesaro, MP. “Michael’s experience, combined with Bowman’s established skills and resources, will allow us to extend our expertise to an exciting new range of organizations.”

BRC Names Moody as Firm’s First CEO

Alisa Moody

Alisa Moody

Greensboro, N.C.-based Bernard Robinson & Co. LLP (FY17 net revenue of $16.1 million) is proud to announce the appointment of Alisa Moody as the firm’s first CEO. Moody has contributed to the firm in numerous roles over her 27 years. She has significant experience as a firm resource serving most recently as the firm’s COO. Her focus will be to implement strategy and guide the firm’s financial, administrative and operational structure.
“Alisa will sustain our forward and upward trajectory,” says Wade Pack, BRC’s MP. “She will ensure we properly support the firm and everyone in it. I couldn’t be happier for Alisa, or for our firm.”

“Alisa’s vision and unique ability to assess firm operations brings excitement to everyone as our first Chief Executive Officer,” says Andy Harding, director of Practice Development. “Alisa knows how to leverage all practice areas to successfully grow a professional services firm”.

Today BRC operates as a leading CPA firm with trusted business advisors engaged in guiding middle market companies, family businesses, private companies, not-for-profit organizations, estates, trusts and government entities with dedicated teams who also serve several key industry sectors. BRC serves clients across North Carolina and throughout the Southeast.

Stambaugh Ness Celebrates 100th Anniversary

York, Pa.-based Stambaugh Ness (FY17 net revenue of $13.5 million) is celebrating its centennial, marking 100 years of client service. Founded by Harry Ness in 1918 as a small tax and accounting firm in York, Stambaugh Ness has evolved into a multi-discipline, professional services family of companies who help clients identify pathways for success.

In honor of this milestone, Stambaugh Ness is recommitting to their employees, clients and the industries they serve. This includes the firm’s recent reorganization which puts an emphasis on providing solutions and services that position clients to be future-ready. Additionally, Stambaugh Ness announced the firm’s new purpose, values, and vision which will lead them into the next century of client service.

“Our centennial presents a significant opportunity to look forward,” says Steven Hake, Stambaugh Ness President and CEO. “Through years of continual disruption within the business marketplace and the professional service industry, we have continued to embrace change and use it to propel our purpose, to provide extraordinary experiences for our employees and clients. We recognize that we would not be celebrating this milestone without the ongoing support and loyalty of many, and we proudly share this moment with everyone who has been part of our journey.”

KerberRose Names New MP

Michael Ruby

Michael Ruby

Shawano, Wis.-based KerberRose (FY16 net revenue of $10.3 million) announced that Michael Ruby has been named MP, effective June 1.

With 28 years of experience within KerberRose and the accounting industry, Ruby was selected by the firm’s shareholders to lead the growth and expansion throughout Northeast and North Central Wisconsin. He currently manages 23 accountants and team members in the Green Bay, Wis., office.

“We are pleased with the decision to officially announce the management change within the firm. Although I will be retiring from managing partner duties at the firm, I will still remain active on an accounting level. I look forward to seeing where Michael will take the firm in the coming years,” says David Kerber.

David Kerber, founder of KerberRose has been managing and operating KerberRose since the firm’s inception in 1979. Over the past 30 years, the firm has expanded its geographic reach, increased the number of clients served, as well as adding a significant staff to meet the needs of clients.

BDO USA Acquires Smith & Gesteland

Chicago-based BDO USA LLP (FY17 net revenue of $1.4 billion) announced an expansion of its Wisconsin practice through the addition of 85 staff, including 15 partners, from Smith & Gesteland LLP (FY16 net revenue of $15.4 million) of Middleton, Wis., effective July 1.

Smith & Gesteland provides accounting, tax, human resource management and information technology services to a client base of middle market businesses. The firm has an “80/20” consulting practice that helps clients focus on critical success factors to enhance profitability. S&G has significant strength in the construction, technology, manufacturing, nonprofit and real estate industries.

“I look forward to welcoming all of the partners and professionals of Smith & Gesteland to BDO USA. Our firm has demonstrated steady growth in the Madison market and this combination will greatly enhance our presence in both Madison and the greater Wisconsin market,” says Wayne Berson, CEO of BDO USA. “S&G’s entrepreneurial culture is a natural fit with BDO. They bring significant resources to our existing industry strengths in real estate, nonprofit, manufacturing, construction and especially technology, where we will be the dominant firm in the market.”

“In combining with BDO, we will form the leading firm serving middle market businesses in the Madison market, while providing both our clients and our people with additional opportunities for growth,” says Bill Pellino, MP of S&G. “Our clients will still receive the same close personal attention they have come to expect from our team, but now they will have access to a wider array of services, broader industry experience, and the full coverage of BDO’s extensive global network.”

Upon completion of the transaction, Pellino will serve as the Tax MP for BDO’s Wisconsin practice and Dan Kramer will continue in his existing role as BDO’s Assurance MP for Wisconsin.

“In all my years of consulting in the Wisconsin market, I cannot recall a firm more sought after by both national and regional suitors than S&G,” says Allan Koltin, CEO of Koltin Consulting Group, who advised both firms on the transaction. “In the end, S&G felt BDO’s culture – very similar to their own – was the right fit. They also valued the depth of resources BDO can provide their clients and the growth opportunities it provides their associates. BDO really valued S&G’s strong leadership and depth of talent.”

KPM CPAs & Advisors Announces New Director

Sean Balisle

Sean Balisle

Springfield, Mo.-based KPM CPAs & Advisors (FY17 net revenue of $15.7 million) announced that Sean Balisle has been promoted to the position of audit and assurance director. In addition to leading the firm’s financial institutions team, he will now serve in this increased capacity where he will preside over one of the firm’s largest practices.

As the firm’s audit and assurance director and financial institutions team leader, Balisle has more than 29 years of accounting experience. He provides accounting and tax services to clients primarily in the financial institutions industry.

“We look forward to the nearly 30 years of experience and expertise that Sean can share with our audit and assurance team and its leaders; guiding them in a strategic direction while also maintaining the highest level of personalized customer service you can expect from KPM,” says Randall Moots, KPM’s managing shareholder.

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.