DHG Welcomes New Coach for Partners and Principals

Bob Kunkle

Bob Kunkle

Charlotte, N.C.-based Dixon Hughes Goodman (FY19 net revenue of $462.5 million) announces that Bob Kunkle has joined the firm as director of executive coaching and development.

Kunkle will provide executive coaching to DHG’s partners and principals through their career stages, leadership roles and retirement.

“Bob will partner with our leaders to accelerate performance, maximize professional development and make high-value transitions as we continue on our journey to be the ‘Firm of the Future,’ ” says Mike Crawford, DHG’s COO.

Prior to joining DHG, Kunkle was an executive coach at a Big 4 firm. He also owned an executive and life coaching practice. “Bob has a passion for coaching people to live out their full potential personally and professionally, a complement to DHG’s people strategy,” the firms says.

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Kelli Winter Named Tidwell Group’s New PIC of Audit and Assurance

Kelli Winter

Birmingham, Ala.-based Tidwell Group (FY18 net revenue of $24.1 million) announces that Kelli Winter is the new PIC of audit and assurance.

With extensive experience in real estate and construction accounting, Winter has played an integral role in the audit engagements for affordable housing partnerships financed through the Department of Housing and Urban Development. Additionally, her areas of expertise include budgeting, forecasting and mergers, and acquisitions.

“We could not have been more fortunate in our acquisition of the level of talent and capability that Kelli brings to our team. With Kelli managing audit and assurance for Tidwell Group, our ability to continue the growth trajectory of our firm with security and confidence is greatly enhanced,” says MP Barry Tidwell.

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Peko to Lead Grant Thornton’s National Advisory Services Practice

Jim Peko

Jim Peko

Chicago-based Grant Thornton (FY18 net revenue of $1.87 billion) has named Jim Peko as the national MP of its advisory services practice.

Peko succeeds Srikant Sastry, who is credited with transforming the advisory practice into a full-service consultancy that has nearly doubled in size and revenue over the past five years.

Peko most recently served as national MP of the firm’s transaction services practice, where he guided a wide range of clients through a variety of complex transactions. The practice grew 17% annually over the last three years. Peko has served as a member of the firm’s partnership board for the past 20 months. In 2018, Consulting magazine named Peko a “Top 25 Consultant.”

“Jim has built a high-growth practice focused on creating value in a volatile market, and he has done so through innovative leadership and a people-first management style,” says Brad Preber, interim CEO of Grant Thornton. “He takes over a well-positioned advisory practice, and we know Jim will help our clients continue to grow and thrive.”

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EY Appoints Frank Mahoney as MP for Western U.S.

Frank Mahoney

Big 4 firm Ernst & Young (EY) (FY18 net revenue of $14 billion) has announced the appointment of Frank Mahoney as MP for the Western region of the U.S.

In his new role, Mahoney is responsible for driving market leadership, developing and retaining talent, creating high-performing teams and providing exceptional client service for a regional practice of 10,000 professionals spanning 18 states and 27 offices.

He also serves as a senior advisory partner for several of the region’s largest clients and continues to serve on the U.S. executive committee and the Americas operating executive.

“In our current Transformative Age, the pace of change has never been faster and embracing transformation and helping our clients navigate it have never been more vital,” Mahoney says. “There is significant opportunity here, and we look forward to making a positive impact with the companies and communities we serve.”

Mahoney, who is based in Silicon Valley, brings more than three decades of experience with EY to his new role. He formerly served as the Americas vice chair for assurance, where he led 20,000 audit, financial and reporting professionals. He also led the digital transformation of the U.S. firm’s audit practice.

Mahoney succeeds Kay Matthews and Randy Cain, MPs of the West and Southwest regions, respectively. Both Matthews and Cain retired in June 2019 after more than 35 years with the firm.

Seiler LLP Names Marla Sari Chief Administrative Officer

Marla Sari

Redwood City, Calif.-based Seiler LLP (FY18 net revenue of $56.8 million) has appointed Marla Sari to the role of chief administrative officer.

“Marla has shown remarkable initiative since joining Seiler more than a decade ago, playing an essential role in growing the firm to nearly double its revenue,” says CEO George D. Marinos. “Her leadership has been indispensable to the firm’s ability to open new offices, boost transparency and efficiency, and streamline reporting and tax management processes.”

Sari will lead Seiler’s operations, IT, administrative and facilities teams, managing some 25 people from the firm’s Redwood City headquarters. Sari, who most recently served as Seiler’s managing director of administration, has more than 30 years of experience in IT and operational management with a focus in professional services. Prior to joining Seiler in 2007 she worked as an IT systems administrator, programmer and project manager.

At the firm, Sari has leveraged her programming expertise to overhaul processes, software and reporting standards, while also overseeing many of the firm’s expansion efforts and solidifying risk management and tax planning procedures.

“It’s been a pleasure to help facilitate Seiler’s growth over the years, and a pleasure to work at a firm with a real – and rare – commitment to helping facilitate the professional development and leadership capabilities of non-accounting staff like me,” Sari says.

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Josh Andres Admitted as Principal of Scheffel Boyle CPAs

Josh Andres

Scheffel Boyle, with seven locations in Illinois, recently promoted Josh Andres as principal and admitted him to the leadership group.

Andres joined the firm’s Alton, Ill., office in 2006. He is a senior leader on the construction accounting team and also specializes in serving governmental agencies and privately held businesses.

The firm, founded in 1924, offers both corporate and individual tax, accounting, consulting and assurance services.

DWC Announces New COO

Vicki Goetter

Grand Junction, Colo.-based Dalby Wendland & Co. (FY18 net revenue of $13.0 million) announces that Vicki L. Goetter has joined the firm as its new chief operating officer.

Goetter has 20 years in the public accounting and consulting industry, specifically in the New York/New Jersey metropolitan area. In addition, she has 10 years’ experience in private business in the U.S. and U.K.

“She has been able to assist in increasing overall firm morale and employee retention, improvement of firm workflow in tax, redefining processes and procedures across firm lines to increase firm profitability, and project leadership through effective planning and communication in desired areas such as human resources, marketing and technology,” the firm announced.

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Frazier & Deeter Names New Co-chairs of Manufacturing and Distribution Practice

Bill Godshall

Atlanta-based Frazier & Deeter (FY18 net revenue of $96.0 million) announces that Bill Godshall, audit partner, and J.R. Miller, tax partner, have been named the co-chairs of the firm’s manufacturing and distribution practice.

J.R. Miller

Godshall, who leads the firm’s public company audit practice, works with manufacturing, distribution and energy clients across the U.S. Godshall, formerly an inspection leader for the PCAOB, also serves as the firm’s assurance quality control partner. He has more than 20 years of experience with accounting and reporting topics common to manufacturing and distribution entities, including revenue recognition, inventory costing, foreign exchange and business combinations. In addition, Godshall has extensive experience with SEC reporting and derivatives, leases and foreign company accounting issues.

Miller, with over 25 years of experience, serves both U.S. and global companies with a focus on manufacturing, distribution and retail. He provides transaction advisory, structuring and consulting services to many of his clients. He works with his clients in structuring their businesses to minimize taxes across both U.S. and global tax jurisdictions.

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DMJ Announces Professional Promotions

Greensboro, N.C.-based DMJ & Co. (FY18 net revenue of $13.3 million) announces several promotions in its headquarters office.

Alicia Williams has been promoted to chief human resources officer. She joined DMJ in 2011 as a human resources administrator. She specializes in talent management, customer service, deferred compensation, employee benefit design and new hire orientations.

Caren Rodriguez has been promoted to chief marketing officer. She joined DMJ in 2006 as a director of marketing. She manages firm-wide marketing and business development initiatives that span three office locations across North Carolina. Her responsibilities include communications, public relations, brand development, strategic and industry partnerships, marketing strategy and digital media efforts.

Shirley Weigel, a partner, has been promoted to chief operating officer. She joined DMJ in 1990. She has worked in the accounting and auditing department and was admitted to the partnership in January 2011. She is responsible for planning and supervising engagements of various businesses in the areas of distribution, non-profit organizations, manufacturing, professional services and construction.

BerganKDV Announces Board Roles

St. Cloud, Minn.-based BerganKDV has elected its 2019-2020 board members. The board of directors’ role is to help define the long-term vision for the firm and to oversee firm leadership to direct and execute on this vision.

Board members serve for three-year terms and are selected by the firm’s shareholders. This year, two seats were up for reelection. Becky Morgan (Cedar Rapids, Iowa) was elected to serve another three-year term and was elected as chair. Loren Viere (St. Cloud, Minn.) finished a one-year transition term and his seat will be filled by incoming member Gene Garrelts (Omaha, Neb.) for a three-year term.

Other shareholders on the board are: Russ Sand (St. Cloud), Dave Richter (Waterloo, Iowa), Matt Mayer (Bloomington, Minn.), secretary, Earl Edeburn (St. Cloud), vice chair, and Dan Roling (Waterloo), treasurer.