Brixey & Meyer Acquires Access Control Systems

Brixey & Meyer Capital, a subsidiary of Miamisburg, Ohio-based IPA 400 firm Brixey & Meyer Inc., has acquired Nashville, Tenn.-based Access Control Systems (ACS). ACS is a distributor, system integrator and installer of high-end residential and commercial automated gate systems, parking control systems, commercial security systems and surveillance systems.

“ACS is a leader in its market due to the team’s unparalleled knowledge and skill in design and installation of some of the most complex access control systems with the ultimate focus on quality and safety,” says Brixey & Meyer Capital CEO David Brixey. “We believe with our resources we can accelerate ACS’s already impressive growth through supporting the expansion of the product offerings as well as the geographical reach.”

More news from Brixey & Meyer

Ryan Campbell Admitted at Anglin Reichmann Armstrong

Ryan Campbell

Huntsville, Ala.-based Anglin Reichmann Armstrong, an IPA 400 firm, has admitted Ryan Campbell as PIC in the firm’s Pensacola, Fla., office, effective July 15. He takes over for partner Donna Bloomer, who will transition to managing the firm’s estate and trust taxation and planning practice.

A 17-year veteran of the firm, Campbell has experience in industries including manufacturing, construction, government contracting, health care and real estate, with specializations in CFO and outsourced accounting advisory services, R&D credits, business valuations and accounting systems.

“As we look at the future of our firm and the growth potential in Huntsville and Pensacola, we want Donna to have more time to devote to client relations and sustaining our strength with individual and family estate work for years to come,” says MP Gary Anglin. “Ryan’s promotion represents our next generation of leaders who can explore new opportunities in the market.”

More news from Anglin Reichmann Armstrong

Oreste ‘Rusty’ Mosca Elected Chair of Leadership Program

Oreste ‘Rusty’ Mosca

Managing director Oreste “Rusty” Mosca, of Concord, N.H.-based IPA 400 firm Nathan Wechsler & Company PA, has been elected chairman of Leadership New Hampshire (LNH).

Established in 1992, LNH is a 10-month program that brings together a group of talented and accomplished individuals to learn about issues local to the state, connect with one another and discover ways to serve their communities in positions of leadership and responsibility. Mosca has served as a member of the organization’s board of directors since 2015.

“I am so pleased at the opportunity to continue serving Leadership New Hampshire in this new capacity,” he says. “The work that this organization does in the New Hampshire community is invaluable. It deserves all of the support that we can give.”

More news from Nathan Wechsler & Company PA

PKF North America Launches New Advisory Group

PKF North America is launching a new venture that combines the transaction advisory and valuation practices of six North American firms in the group’s network under the umbrella of PKF Advisory. The new venture draws on the experience of consultants from IPA 100 firms Berkowitz Pollack Brant and PKF O’Connor Davies, IPA 200 firm Pannell Kerr Forster of Texas, PC and IPA 400 firm JLK Rosenberger, as well as PKF Boston and PKF Mueller.

This collective will help guide clients through the strategic, operational, regulatory and financial aspects of M&A transactions, valuations and other business advisory challenges. The group’s valuation services will include valuations for financial reporting (fair value and purchase price allocations), tax purposes and financial forensics and litigation, while transaction advisory practice areas will include pre- and post-acquisition due diligence and integration, quality of earnings analysis, carve-out assistance, bankruptcy and restructuring and market value analysis.

PKF Advisory will be led by managing director Byron Hebert, along with Christopher Hatten, Noam Hirschberger and Jonathan Moore.

“Businesses today aren’t just pursuing growth, they’re pursuing transformation across geographies, partnerships and lines of business,” says Hebert. “PKF Advisory offers companies a new and better way to minimize costs, maximize efficiencies and realize new innovations through high-touch relationships and a consistent approach by a national team with transaction advisory and valuation experts.”

Accounting MOVE Project: New Service Lines Bring Women to the Forefront

The 2020 Accounting MOVE Project Report says that several factors are coming together to create “a rare power moment for women.”

One is that Gen X and older Millennials, who may have put their partnership pursuits on pause while starting families, are now seeking those opportunities. Additionally, diversity among consultants shows clients that firms are bringing fresh thinking to the table. At the same time, baby boomer women are eager to leave a legacy “by showing how their investments in rising women have strengthened firms’ futures,” the report says.

The annual report, which also lists the best accounting firms for women, is a project of the Accounting & Financial Women’s Alliance and the Accounting MOVE Project, which is based on research partner Wilson-Taylor Associates’ methodology, which examines money, opportunity, vital supports and entrepreneurship for women.

The report notes that women are leading new lines of business, particularly advisory services.

“Women are perfectly positioned to chart new ways to win new types of business, because they take encouragement and direction from incremental wins,” says Joanne Cleaver, president of Wilson-Taylor Associates.

Listed below is The 2020 Accounting MOVE Project Best CPA Firms for Women. All are IPA 100 firms, with the exception of Lurie and OUM & Co.:

  • Pittsford, N.Y.-based The Bonadio Group
  • San Francisco-based BPM LLP
  • St. Louis-based Brown Smith Wallace
  • Clark Nuber, Bellevue, Wash.
  • New York-based CohnReznick
  • Eide Bailly
  • Minneapolis-based Lurie
  • Louisville, Ky.-based MCM CPAs and Advisors
  • Seattle-based Moss Adams
  • San Francisco-based Novogradac & Company
  • San Francisco-based OUM & Co.
  • Southfield, Mich.-based Plante Moran
  • Troy, Mich.-based Rehmann

The 2020 Accounting MOVE Project Best CPA Firms for Equity Leadership lists firms with at least 30% of women in their partner and principal ranks. Listed  in descending percentage order:

  • Kaiser Consulting, Powell, Ohio – 100%
  • Sarasota, Fla.-based Kerkering Barberio & Co. – 60%
  • Alexandria, Va.-based KWC – 59%
  • Bader Martin, Seattle – 54%
  • Gainesville, Fla.-based James Moore & Co. – 53%
  • Eugene, Ore.-based Jones & Roth – 50%
  • Tucson, Ariz.-based BeachFleischman – 46%
  • Bethesda, Md.-based Councilor Buchanan & Mitchell – 44%
  • Dallas-based Huselton Morgan & Maultsby – 44%
  • Abbott Stringham & Lynch, San Jose, Calif. – 43%
  • Johanson & Yau, San Jose, Calif. – 43%
  • *Clark Nuber, Bellevue, Wash. – 42%
  • Lincoln, Neb.-based HBE – 42%
  • *Pittsford, N.Y.-based The Bonadio Group – 40%
  • *St. Louis-based Brown Smith Wallace – 40%
  • *Louisville, Ky.-based MCM CPAs and Advisors – 39%
  • Atlanta-based Frazier & Deeter – 34%
  • *Troy, Mich.-based Rehmann – 31%
  • *Eide Bailly – 31%
  • *Minneapolis-based Lurie – 30%
  • *San Francisco-based Novogradac – 30%

*Also included on the 2020 Best CPA Firms for Women list

ConvergenceCoaching Recognizes Graduates of Transformational Leadership Program

Leadership and management consulting firm ConvergenceCoaching recently completed the 2019-2020 spring program of its Transformational Leadership Program (TLP) with 25 new graduates. The TLP is a one-year accelerated educational program for CPA and consulting firm new partners and emerging leaders.

“We are excited to celebrate this group of leaders and all they have accomplished during the TLP,” says TLP coach Renee Moelders. “They are in a prime position to apply the change management concepts they’ve learned as they navigate these unprecedented times with their teams and fellow leaders. We are confident in their ability to think strategically and help their firms and clients make decisions and address opportunities and challenges.”

The spring 2019-2020 TLP graduates are:

  • Joseph Ali, partner, PKF O’Connor Davies
  • Mike Arens, tax manager, HBE LLP
  • Troy Banker, shareholder, Geffen Mesher & Company
  • Benjamin Beskovic, tax partner, PKF O’Connor Davies
  • Jamee Bollinger, senior accountant, Grimbleby Coleman
  • Kelly Buck, audit senior manager, Windes
  • Lisa Carrick, partner, Windes
  • Jennifer Decker, partner, Hogan-Hansen
  • Eve Fugiel, senior manager, Weiss & Company
  • Samantha Graboff, partner, Windes
  • Mitch Green, staff accountant, Geenen & Kolean
  • Melanie Jobgen, partner, Casey Peterson
  • Nick Kinsler, senior manager, WellsColeman
  • Greg Malcolm, shareholder, Geffen Mesher & Company
  • Laura Monaghan, partner, Hogan-Hansen
  • Wendy Moran, partner, McGowen Hurst Clark & Smith
  • Bryce Nations, tax partner, Frazier & Deeter
  • Michelle O’Reilly, partner, PKF O’Connor Davies
  • Jennifer Penning, office director, Hogan-Hansen
  • Nalini Singh, senior accountant, Grimbleby Coleman
  • Mike Sippel, principal, Green Hasson Janks
  • April Swartz, owner, Varney & Associates
  • Brandon Waller, audit manager, Weinstein Spira
  • Jim Wilde, tax senior manager, Windes
  • Jonathan Zuckerman, partner, PKF O’Connor Davies

More news from ConvergenceCoaching

Moore North America Recognizes New Graduates of Dynamic Growth Academy

Moore North America recently completed the second program of its Dynamic Growth Academy (DGA) with 14 graduates from eight firms. The DGA features leadership and business development training from The Center for Character-based Leadership (CCBL) and LVG Advisors, as well as individual coaching, peer coaching and mentor support.

“We found this group to be exceptionally motivated and engaged to grow as leaders,” says the CCBL’s Kateri Topitzhofer. “They took risks to get out of their comfort zone, asked for honest feedback, tried new behaviors and integrated learnings from their efforts.”

This year’s DGA graduates are:

  • Todd Britt, HCVT
  • Jason Buhlinger, Brown Smith Wallace
  • Cathy Davis, MSPC
  • Fahad Haddad, Topel Forman
  • Julie Helms, Lurie LLP
  • Kiley Judge, Doeren Mayhew
  • Naoko Lech, CDH
  • Patrick McGuire, Brown Smith Wallace
  • Jason Montgomery, Segal LLP
  • Angela Remington, Lurie LLP
  • Bill Runowski, Topel Forman
  • Bianca Sarrach, Brown Smith Wallace
  • Josh Wilson, HCVT
  • Katie Zahner, Brown Smith Wallace

More news from Moore North America

BDO Alliance Welcomes 5 New Firms

BDO Alliance USA, the alliance of independently owned accounting, consulting and service firms, welcomes five new CPA firms as members.

The new members are: Tulsa, Okla.-based CCK Strategies, San Francisco-based Bregante+Company (FY18 net revenue of $10.6 million), Martin DeCruze & Company of Stamford, Conn., Fasten Halberstam of New York, and Hall & Company CPAs & Consultants of Irvine, Calif.

The BDO Alliance USA now has 215 CPA member firms in over 500 locations nationwide.

CCK Strategies serves small and middle-market companies, entrepreneurs and wealthy families in the greater Tulsa, Okla., and Frisco, Texas, marketplaces. They specialize in serving manufacturing, real estate, oil and gas, and health care-related businesses.

Bregante+Company serves closely held businesses and high-net-worth individuals throughout northern California.

Martin DeCruze & Company serves private equity firms, closely held businesses and high-net-worth individuals primarily throughout Fairfield County, Conn.

Fasten Halberstam serves high-net-worth individuals and privately held businesses, with a specialization in real estate and health care, primarily throughout the New York metropolitan area.

Hall & Company CPAs & Consultants serves privately held businesses, SEC clients and high-net-worth individuals primarily throughout Southern California. They specialize in serving real estate/construction, law firms and manufacturers.

More news from BDO Alliance USA

Yale University and Fiondella Milone and LaSaracina Form Corporate Partnership

Glastonbury, Conn.-based Fiondella Milone and LaSaracina (FY18 net revenue of $9 million) and the Yale Office of Cooperative Research have partnered to help Yale startup companies.

The Office of Cooperative Research aims to turn Yale research into commercial opportunities and collaborates with outside firms to help new ventures with legal, accounting or marketing services.

FML professionals have agreed to serve as expert consultants to Yale innovators, and founding partners Frank Milone and Lisa (LaSaracina) Willauer have been named Yale Entrepreneurs-in-Residence.

“Partnering with Yale OCR is the perfect extension of our expertise,” Milone says. “We’re excited to be able to help bolster the success of innovative spinouts through our mastery of the nitty-gritty of assurance and tax regulations and requirements – essentials for every growing business, but not the specialty of those doing the innovating. We want to fill that gap so more Connecticut-grown startups fully realize their potential. The opportunity to support one of the world’s premier institutions in developing these companies cannot be overstated.”

FML support includes tax and accounting help, business structure and formation, understanding of federal and state grant accounting and reporting, financial statement assurance, and capital market consulting and advisory services. Additionally, FML brings a full suite of business tax preparation services and can advise companies in the medical and biotech fields, software as a service (SaaS) and digital heath.

In addition to Glastonbury, FML has offices in Enfield, New Haven, Stamford, Simsbury and Stafford Springs, Conn. The firm has 13 partners, 37 CPAs and a total staff of 84 professionals.

More news from Fiondella Milone and LaSaracina

McKonly & Asbury Admits Marta Horst as a Partner

Camp Hill, Pa.-based McKonly & Asbury (FY18 net revenue of $9.6 million) has announced that Marta Horst has been admitted as a principal.

Horst joined the firm in 2007 and leads the firm’s tax practice from the Lancaster, Pa., office. She serves clients in a range of industries including manufacturing, retail and financial services. She has extensive experience with corporations, trusts and partnerships, including federal and state income tax compliance and planning. She is also involved with domestic and international financial statement tax accounting.

Additionally, the firm announced one promotion to senior manager, one to manager, three to supervisor and three to senior accountant.

More news from McKonly & Asbury