Bennett Thrasher Names Williams as Managing Director

Davin Williams

Davin Williams

Bennett Thrasher LLP (FY18 net revenue of $55.6 million) of Atlanta, announced the addition of Davin Williams as managing director of Bennett Thrasher’s advisory and interim advisory services practice group. 

In his role, Williams will oversee the advisory and interim management for outsourced accounting services. The newly formed group offers a full range of customized business solutions for growth, expansion and increased financial transparency. The group also provides interim and fractional executive services designed to help growing companies in need of additional accounting resources, while complementing existing financial functions.

Williams acts as a strategic advisor, helping clients make management and financial decisions that support growth and enhance business objectives. He consults with clients on growth strategies, business combination accounting, out-of-state expansion and financial reporting.

Williams has more than 16 years of experience in public accounting and is a licensed CPA in Florida, Georgia and Mississippi. He also brings experience in finance for start-ups and international companies seeking expansion in the U.S.

SingerLewak Names New Managing Director

Vanita Spaulding

Vanita Spaulding

Los Angeles-based SingerLewak (FY17 net revenue of $53.4 million) announced that Vanita Spaulding has been named as managing director in the firm’s valuation practice. Spaulding is based in the firm’s Woodland Hills, Calif., office.

Spaulding has provided professional business valuation and related financial advisory services full-time since 1982, and also provided and/or managed over 1,500 valuation engagements involving companies ranging in size from small closely held companies with under $1 million in revenue to multinational, publicly traded companies with revenues in the tens of billions.

Spaulding has extensive experience in fair value determinations for corporate transactions and derivative securities. She has also dealt with clients auditors in resolving fair value reporting issues as well as the IRS on valuation matters for income, gift and estate tax purposes.

McGowen Hurst Clark & Smith Admits Moran to Partner

Wendy Moran

Wendy Moran

West Des Moines, Iowa-based McGowen Hurst Clark & Smith (FY17 net revenue of $10.5 million) announced that Wendy Moran has been admitted as partner overseeing assurance within the company. She will continue to work from the firm’s West Des Moines office location.

Moran joined the firm in 2015. With more than 15 years of experience, Moran is among a group of eight partners at the firm and will continue to specialize in audits, reviews, agreed-upon procedures and consulting engagements related to financial statements and controls. The firm works with over 5,300 clients that are among several different industries including transportation, non-profit, distribution and contractors that Moran will focus her time.

“Wendy’s professionalism, insight and approach is a perfect fit with our culture of meeting and exceeding client expectations and creating a great work environment for our team members. We look forward to Wendy being part of the MHC&S leadership for many years,” says Dan Schwarz, co-MP.

PKF O’Connor Davies Hires Mazza as Partner

New York-based PKF O’Connor Davies (FY17 net revenue of $160 million) announced that it has hired Cheri Mazza. Mazza will serve as a business valuation and financial forensics partner specializing in forensics, valuation and litigation support.

“Cheri brings diverse experience from the business, consulting and education arenas that will provide a unique perspective to our team and clients,” says Kevin Keane, MP. “Her accomplishments are impressive and we are thrilled to have her as part of the growing PKF O’Connor Davies team.”

Mazza has more than 30 years of public accounting, financial forensics and forensic accounting, business valuation and standard setting (FASB) experience. She also has significant university teaching and research experience and has served on the board of a publicly-traded bank.

Moss Adams Admits New Partner in Silicon Valley

Sarah Ratra

Seattle-based Moss Adams (FY17 net revenue of $577 million) announced the admission of Sarah Ratra as a new partner in the technology and life sciences practice at its Silicon Valley office in Campbell, Calif.

Ratra has practiced public accounting since 1999. She consults clients in the application and implementation of new accounting policies and technical guidance in compliance with the SEC, Sarbanes-Oxley Act and U.S. generally accepted accounting principles (GAAP) requirements.

Ratra’s expertise includes working with venture funds and management companies, focusing on investment valuation and other complex accounting issues. She has led numerous initial public offerings and merger and acquisition activities. Ratra works with venture capital firms and technology companies, ranging from emerging start-ups to multinational public entities in various sectors.

“Companies are facing many new regulatory changes and reporting requirements, and I look forward to helping clients navigate these challenges, implement new accounting policies and succeed in a rapidly evolving market,” Ratra says.

HBK CPAs Admits New Partner

Clinton Smith

Canfield, Ohio-based HBK (FY17 net revenue of $80 million) has admitted Clinton Smith into the partnership group.

Smith joined the HBK office in Naples, Fla., in October 2007 and moved to Sarasota, Fla., two years later.

“Clint has been an integral part of the growth of this office since his arrival here,” says Craig Steinhoff, PIC of the Sarasota office. “He has shown determination and skill in directing internal education and training, improving our collective technical skills by leading our audit specialists and accounting and auditing team training.”

Smith is a member of the firm’s quality control team and its assurance practice committee. He works predominantly with assurance services, auditing construction and manufacturing companies and non-profit organizations. He also provides audit services to businesses on their employee benefit plans.

Elliott Davis Admits 8 Professionals as Partners

Rick Davis

Greenville, S.C.-based Elliott Davis (FY18 net revenue of $119 million) announces that eight members of its professional services team have been admitted into the partnership group.

“These individuals have demonstrated a deep commitment to the development and growth of their respective practices and the firm as a whole,” says Rick Davis, CEO of Elliott Davis. “They’re all innovative thinkers who embody our future-ready approach to business and embrace their roles as change agents striving to transform what it means to be providers of tax, accounting and financial consulting services.”

The eight new shareholders are:

Denise Bailey leads Elliott Davis’s accounting systems consulting group, providing businesses of various sizes

with accounting, tax planning and compliance, and startup consulting. Bailey, who is based in the Greenville, S.C., office, has specialized knowledge in accounting systems applications, accounting workflow processes and analysis, sales and use tax reporting and compliance, and payroll tax reporting and compliance.

Shelton Chambers is based in the Chattanooga, Tenn., office and works primarily in the areas of tax and estate planning for trusts, tax-exempt organizations and not-for-profit entities. Chambers advises clients on sophisticated estate plans, business transition plans and gifting mechanisms available to transition wealth to younger generations.

Michael Koupal, who is based in the Nashville office, provides accounting and assurance services to clients in the financial institution sector. With approximately 13 years of experience in public accounting, Koupal works with financial institutions ranging in size from $100 million to more than $3 billion in assets.

Jeremy Migliara is based in the Greenville, S.C., office and serves as director of the state and local tax technical specialty group. Migliara, who has more than 25 years of experience in accounting, works with clients in a variety of industries and consults with multi-state taxpayers in addressing technical state tax issues in the areas of income and franchise tax, sales and use tax, property tax, employment tax and state credits.

Eric Myers is based in the Chattanooga, Tenn., office. With more than 13 years of experience in public accounting, Myers provides tax planning and compliance services to manufacturing and distribution companies with multi-state and international operations, private equity-owned portfolio companies and closely held businesses.

Ben Romeiser, who has more than 15 years of corporate tax experience in both industry and public accounting, is based in the Raleigh, N.C., office. Romeiser specializes in tax consulting and structuring, and mergers and acquisitions for the manufacturing and distribution and tax transaction services teams.

Thomas Self is based in the firm’s Greenville, S.C., office. Self has extensive experience providing holistic tax planning and compliance services to partnerships, corporations, trusts, estates and individuals.

Marshall Stein has more than 10 years of experience and is based in the firm’s Raleigh, N.C., office. Stein provides accounting, assurance and consulting services to clients primarily in the commercial, construction, manufacturing and real estate industry sectors.

Marcum Admits Six to Partnership

New York-based Marcum (FY17 net revenue of $469.5 million) has announced that it has admitted six associates to the partnership group.

“This year’s class of new partners exemplifies the superior talent, professionalism, and dedication that Marcum associates bring to serving the best interests of their clients and our firm,” says Jeffrey Weiner, chairman and CEO. “Each one of them is a role model not only for other associates on the career track, but for all of us.

With the 2018 promotions, Marcum partners now total 217. The new partners are:

  • Bradford Taylor, Advisory Services, Boston – Taylor provides valuation, litigation support and financial analysis services to both private and public companies in a variety of industries. He specializes in the valuation of business enterprises, intangible assets, and common and preferred equity, and has provided litigation support in divorce matters, shareholder disputes, economic damages and lost profits.
  • Cesar Estrada, Tax and Business Services, Fort Lauderdale, Fla.– Estrada’s clients have included multi-subsidiary consolidated groups, family businesses, financial services groups and foreign investors. He provides traditional tax compliance and research services as well as complex tax planning for C corporation conversions, subsidiary liquidations, entity structure analysis, partnership interest buyouts and international taxation.
  • Karen O’Connor, Tax and Business Services, Melville, N.Y.–O’Connor works closely with large multistate and multinational companies, as well as family-owned businesses. She provides tax consulting, planning, financial statement disclosures and ongoing tax compliance services to both public and private entities.
  • Michael Brady, Tax and Business Services, Philadelphia– Brady provides strategic tax planning, research and compliance, ASC 740 review and planning, and complex business advice to clients in the real estate, law, health care, manufacturing, telecommunications, software development and equipment leasing industries.
  • James W. Miller, Assurance Services, New Haven, Conn. – Miller is an integral member of the firm’s national construction industry group. He has more than 13 years of experience compiling, reviewing and analyzing financial statements for construction contractors and allied companies. He has been involved in sensitive, high profile engagements regarding fraud and litigation support and due diligence projects for business acquisitions.
  • John L. Hughes, Assurance Services, New York – Hughes primarily works with mid- to small-cap companies involved in mergers and acquisitions and capital financing transactions. He also advises private companies going public on capital-raising strategies, reverse mergers, initial public offerings and the securities registration process.

LBMC Expands Health Care Practice With New Partners, New Cyber Chief

Courtney Bach

Brentwood, Tenn.-based LBMC (FY18 net revenue of $104.3 million) has admitted three professionals to the partnership as audit and advisory shareholders: health care specialists Courtney Bach and Meredith Douglas.

The firm, ranked No. 43 on the 2018 IPA 100 list, also announced that Mark Johnson will lead the health care cybersecurity division. Johnson is KPMG’s former health care information security expert.

 “These exceptional leaders bring nearly 50 years of collective experience and expertise in health care audit and advisory, compliance, risk and information security and join us at a transformational time for our firm. I look forward to seeing them lead the way as we continue to provide solutions for our clients’ expanding needs – both in the near and long term,” says Jeff Drummonds, CEO of LBMC.

Today, LBMC Healthcare encompasses experts in audit, tax, consulting, transaction advisory, data analytics, valuation, risk and compliance, technology and much more. Experts serve clients in 50 states as not only service providers but innovators in the product development space, the firm says.

Meredith Douglas

Bach has more than 10 years of professional experience in health care audit and advisory services. Bach has directed audit, consulting and due diligence health care engagements for hospitals, behavioral health providers, continuing care retirement communities, independent and assisting living facilities, nursing homes and hospice care organizations. She began her career in LBMC health care and has been instrumental in the division’s growth.

Douglas also began her career with LBMC and has over 13 years of professional experience in health care audit and advisory services. She manages and oversees teams on audit, reviews and consulting engagements for all types of health care organizations.  Douglas works with a number of hospitals, both for-profit and not-for-profit, behavioral health and long-term care providers, health care technology companies, ambulatory surgery centers and independent physician associations.

Johnson has over 26 years of information security experience providing solutions to commercial companies, non-profit organizations, and various federal government agencies, including the design, development, implementation and administration of information security strategic programs. In his new role, he will lead the effort to build and maintain security programs that reduce risk, mitigate threats and maintain compliance.

PKF O’Connor Davies Names New Business Development Officer

Ronald F. DeSoiza

New York-based PKF O’Connor Davies (FY17 net revenue of $160 million) has promoted partner Ronald F. DeSoiza to the role of chief business development officer.

In this position, DeSoiza will be instrumental in executing the firm’s strategic growth initiatives through new business development.

Kevin J. Keane

“Ron has been a trusted voice in the PKF O’Connor Davies family for a number of years, and we’re confident in his ability to meet the challenges in his new role,” says MP Kevin J. Keane. “We’re raising the bar on securing new business this year. Ron is the right person to lead our business development efforts to attract and secure new clients.”

DeSoiza has nearly three decades of experience in the accounting industry and has been with PKF O’Connor Davies for nearly eight years. In his new role, he will take on an expanded role in business development planning and growing specific practice areas.

In addition to his role as at PKF O’Connor Davies, DeSoiza conducts peer reviews of other CPA firms across the nation on behalf of the AICPA. He has also participated in numerous New York State civil and criminal cases, and has testified before the New York State Insurance Department.