Squar Milner, Boas & Boas Combine

Steve Milner

Newport Beach, Calif.-based Squar Milner (FY17 net revenue of $91.8 million), an IPA 100 firm, announced that it will combine with Boas & Boas of San Francisco on Jan. 1.

The firm’s partners and associates will relocate to Squar Milner’s San Francisco office. Squar Milner has seven offices throughout California.

Boas & Boas, founded in 1938, has $3 million in revenue and over 10 professionals and staff. It specializes in high-end tax services.

Squar Milner MP Steve Milner says, “We will continue to work to be the very best significant accounting practice in the Bay Area. We are very excited about our combination with Boas & Boas. They have a sophisticated client base, talented people, and a stellar reputation in San Francisco. We truly believe we are creating something wonderful.”

David Arrick of Boas & Boas adds that the combination with Squar Milner “will not only mirror our firm’s ethos, but also strengthen our professional capability. We are looking forward to the positive opportunities ahead for our clients and employees alike.”

MWA Joins CLA

Michael White

MWA CPA + Business Advisors, with offices in Plano and Fort Worth, Texas, joined Minneapolis-based CliftonLarsonAllen (FY17 net revenue of $866 million) on Nov. 1.

“As problem solvers and business builders, everything we do is designed to strengthen the people and organizations we serve,” says Mike White, MP of MWA. “Joining CLA means we can take this promise to another level. The synergies between MWA and CLA in the health care space, along with our shared focus on the small business owner and entrepreneur, allow us to expand the opportunities we can create for our clients, our people and our community.”

MWA is a team of CPAs, business advisors and accountants that focuses on client service and the delivery of enhanced accounting and advisory services to the community in Dallas-Fort Worth and beyond.

“Culturally and strategically, this is a fantastic fit and a lot of fun,” says Jerry McMillon, managing principal of CLA’s Dallas office. “Our clients count on us to know them, uncover opportunities and bring new ideas that can move them forward faster.”

Allan D. Koltin, CEO of the Koltin Consulting Group, and advisor to both firms says, “CLA is performing nationally at a level that is off the charts compared to their peers. The team’s leadership, innovation and endless passion for delivering a great client experience truly distinguish them in the markets they serve. CLA’s ability to develop talent and future leaders is as good as you will see in the industry today.”

Koltin continues, “MWA is the kind of firm that many regional and national firms wanted on their team, but CLA’s strategy, culture and service offerings made for the perfect alignment. Mike White is a one-of-a-kind leader – he is young, entrepreneurial and has an amazing skill that allows him to relate to people and clients and make a difference in their lives.

More than 40 former MWA team members will continue to serve clients locally and nationally from Plano and Fort Worth, expanding CLA’s Texas team to more than 200 professionals.

 Squire & Company Names CEO and OMPs

Jonyce Bullock

Orem, Utah-based Squire & Company (FY17 net revenue of $18.8 million) announced that MP Jonyce Bullock will take on a new role as CEO and will also serve as OMP in Orem.

In addition, Shane Edwards was appointed as OMP for the downtown Salt Lake City office. Both will continue to serve on the executive committee and board of directors.

Shane Edwards

“A renewed focus on providing outstanding client service through industry specialization and the addition of the Salt Lake office to our Squire team have resulted in significant growth and expansion during 2018,” says Bullock. “To help us be best prepared to capitalize on the opportunities for each of our offices and meet the expanding needs of our clients, we have realigned our organizational structure and made changes in key leadership positions. We are now properly positioned to continue our growth through 2019 and beyond.”

Squire offers audit, tax, transaction support, ERP implementation, wealth management and outsourced CFO/controller services. Squire has been in business since 1973 and acquired the Salt Lake City operations in July 2018.

Audit Expert Joins Marcum as Assurance Partner

Dan McIntosh

Dan McIntosh

New York-based Marcum (FY17 net revenue of $469.5 million) announces that Dan McIntosh has joined the firm as an assurance services partner in the firm’s San Francisco office.

McIntosh specializes in performing financial statement and internal control audits, including SOX Section 404 and business process analysis and improvement. He has more than 13 years of experience working with public and private clients to address a wide range of financial, operational and technology risk issues.

Prior to joining Marcum, McIntosh led global and domestic audit teams with a Big 4 accounting firm.

Philadelphia Flyers Name HBK Their ‘Official Accounting Firm’

Christopher M. Allegretti

Canfield, Ohio-based HBK CPAs & Consultants, formerly known as Hill Barth & King (FY17 net revenue of $80 million), has entered a sponsorship agreement with the Philadelphia Flyers National Hockey League franchise through which HBK was named the Flyers’ “Official Accounting Firm.” The partnership is effective immediately.

“We are excited to announce our new partnership with this great team,” says HBK CEO and MP Christopher M. Allegretti. “The association with such a prestigious sports organization with such an illustrious history represents a great opportunity for any organization.”

Flyers fans will hear HBK radio ads during Flyers’ game broadcasts, and see HBK “virtual signage” in nine television broadcasts during the hockey season. HBK will be the presenting sponsor for a premium item giveaway at an upcoming Flyers’ home game. HBK also will use the Flyers marks and logo and the designation “Official Accounting Firm of the Philadelphia Flyers” in its marketing.

The Flyers partnership is HBK’s second major league sports sponsorship. They have served as the Official Accounting Firm of the Pittsburgh Penguins since October 2016.

AAFCPAs Admits Ripianzi to Partnership

Joyce Ripianzi

Westborough, Mass.-based AAFCPAs (FY17 net revenue of $30.2 million) has announced the admission of a new partner, Joyce Ripianzi.

Ripianzi will be a core contributor to AAFCPAs’ managed accounting solutions practice, providing outsourced accounting solutions, including cloud-based bookkeeping and CFO services.

“Joyce’s reputation and great work in the accounting and nonprofit worlds make her a strong addition to the leadership at AAFCPAs,” says Carla McCall, co-MP at AAFCPAs, which has 26 partners and a total staff of 200. “As we continue to expand our footprint, Joyce will add to the wealth of insight and energy available at the firm.”

She has more than 30 years of diverse experience in public accounting at national and regional CPA and consulting firms, and is the former CFO of a technology networks integration firm. She also has deep experience in forming and running successful nonprofit organizations.

“AAFCPAs is passionate about helping others and does not shy away from tackling difficult challenges,” says Ripianzi. “The modern accounting and finance function is on the cusp of change, and I am thrilled to help lead the charge alongside such a talented team.”

BDO USA Names MP for SEC Services

Tim Kviz

Tim Kviz

Chicago-based BDO USA (FY18 net revenue of $1.46 billion) announced that Tim Kviz has joined the firm as national assurance MP for SEC services, succeeding Jeff Lenz, who will retire from BDO in 2019.

“Tim is an exceptional leader and SEC practice professional who will add significant strength and depth to our technical capabilities. His previous experience working at and with the SEC will prove invaluable in his new role with BDO,” says Christopher Tower, national MP for audit quality and professional practice,

Kviz joins BDO from Freddie Mac, where he served as vice president, head of accounting policy and external reporting for the past 11 years. In that role he had extensive experience working with the SEC as he led the accounting policy, accounting implementation, new business initiative evaluation and implementation, and external reporting teams. Prior to his tenure at Freddie Mac, Kviz was a professional accounting fellow at the SEC for two years. He also worked at PwC for 12 years.

Stromple Admitted to Herbein + Company’s Partnership

Maria Stromple

Maria Stromple

Reading, Pa.-based Herbein + Company announces that Maria Stromple is joining the firm as partner and director of firmwide tax services. Coming to Herbein with extensive tax experience at other regional firms, Stromple will be based in the Pittsburgh office, but will oversee tax operations for all nine of Herbein’s offices.

Michael J. Rowley, COO of Herbein + Company, says, “We’re delighted to have someone of Maria’s caliber and experience leading our tax group. Over the last several years, we’ve experienced steady growth and to keep pace with that growth, our management team realized that we needed to unify the thought leaders in our tax group.”

Stromple’s responsibilities include developing a consistent firmwide approach to client service, establishing and monitoring tax policies and procedures, overseeing staff training and mentoring, and creating processes to ensure that the firm is providing progressive and excellent tax planning services. 

For more than 30 years, she has been based in southwestern Pennsylvania and has been dedicated to serving tax clients in a variety of industries including manufacturing, transportation and logistics, wholesale distribution, insurance, professional services, real estate and high-net-worth individuals.

“Leadership is about the team, the culture they embrace and keep, it’s about being proactive when dealing with clients, employees and the communities where you do business,” Stromple says. “It’s about doing the right things for the right reasons, being confident to take risks and responsible enough to realize the impact the decisions will have on others. Herbein is a firm that possesses these core values and continues to maintain the right culture to prosper and deliver exceptional services to the business community.”

Thomas Howell Ferguson Admits Two Partners

Julian Dozier

Julian Dozier

Tallahassee, Fla.-based Thomas Howell Ferguson (FY17 net revenue of $11.2 million), announces that Julian Dozier and Brian Walgamott have been admitted as shareholders and will join the eight other shareholders as owners of the company.

A graduate of Leadership Tallahassee Class 32, Dozier has been providing assurance, consulting and other accounting services since 2006. He has a special interest in for-profit entities with specialized engagements that include forensic and financial statement audits and litigation support. He is a board member of several organizations and has won numerous local and national awards.

Brian Walgamott

Brian Walgamott

Walgamott, also a graduate of Leadership Tallahassee Class 35, has been providing tax, consulting and outsourced CFO services since 2008. His current clients served include corporations, partnerships, trusts and high-net-worth individuals. He has a special interest in the medical, professional service, and technology industries. He is treasurer of Big Brothers Big Sisters in his area and has received a “Top 40 Under 40” award.

Winston Howell, MP of Thomas Howell Ferguson states, “Julian and Brian have been consistently outstanding in their career and personal growth and development. Each has worked hard to not only achieve their career goals but also advance and create awareness for the CPA profession as a whole. It has been an incredible journey over the past decade of watching both of these young men become seasoned CPAs in our firm.”

Moss Adams Combines with BPW&C in Albuquerque

Steven Keene

Seattle-based Moss Adams (FY17 net revenue of $577 million) will combine with BPW&C of Albuquerque, N.M., on Nov. 1, the firms announced.

Moss Adams will increase its Albuquerque staff to 90 by adding 21 professionals from BPW&C, including one partner and two directors.

“The addition of BPW&C’s talented staff expands the technical depth and capabilities of our Albuquerque location, enabling us to more effectively help clients navigate challenges and seize new opportunities,” says Steven Keene, PIC of the Moss Adams Albuquerque office.

Eric Herrera

With origins dating back to 1975 in Albuquerque, BPW&C offers a full range of services, from tax and estate planning to business advisory and accounting. BPW&C works with middle-market and family-owned businesses and has a well-regarded private client services practice.

Former BPW&C principal Eric Herrera will open a new firm specializing in consulting and client accounting services. Five BPW&C employees will join this new venture.

Allan D. Koltin

Tom Broderick, managing principal of BPW&C, says of the combination, “We’ll gain access to significantly more resources and service offerings that will be a tremendous benefit for our current clients and staff. In Moss Adams, we saw a firm that shared our ideals and emphasis on technical excellence and superior client service, which was an essential factor in our decision to combine. “

Allan D. Koltin, CEO of Koltin Consulting Group, who advised BPW&C on the combination says, “Tom Broderick is not only a dynamic and successful entrepreneur, he and his group specialize in providing their clients with deep business consulting and advisory services. Their combination with western region powerhouse Moss Adams will be a great fit culturally and provide even greater resources for their clients.