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.”

Martini Iosue & Akpovi Welcomes Holmes as Audit and Assurance Practice Leader

Kevin Holmes

Kevin Holmes

Martini Iosue & Akpovi (FY16 net revenue of $9.2 million) of Encino, Calif., welcomed Kevin Holmes as audit and assurance practice leader.

Holmes has more than 23 years’ experience serving private and public companies in the technology, manufacturing, distribution, real estate, private equity and service industries. He has worked with established and growing companies throughout southern California and has experience in serving middle market businesses and their owners.

Holmes began his career at Arthur Andersen in 1994 and since 2005 has been a partner at local and national firms. He has experience in financial accounting, corporate acquisitions and divestitures, private equity and debt financing transactions, and internal control optimization.

Lane Gorman Trubitt Admits New Principal

Lucas LaChance

Lucas LaChance

Lane Gorman Trubitt (FY16 net revenue of $20.1 million) of Dallas admitted Lucas LaChance to principal. LaChance, who has been a leader at LDT for more than a decade, heads the practice growth department.

LaChance joined in 2007 as a staff in the assurance services department and specializes in the nonprofit and construction industries for several years on the accounting side before transitioning into a more business development focused role.

“Lucas brings a wealth of talent across the industries critical to our firm’s long-term success. Inviting a new principal into the firm represents a significant investment of time and trust between all of the firm leaders,” says MP Lee Ann Collins.

Katz Sapper & Miller Welcomes Director

Amy Lehrman

Amy Lehrman

Indianapolis-based Katz Sapper & Miller (FY16 net revenue of $72.4 million) welcomed Amy Lehrman as director of its Fort Wayne, Ind., office. A member of the firm’s business advisory group, Lehrman has 10 years of experience in public accounting. She specializes in helping flow-through entities navigate and address their unique tax issues.

Lehrman’s experience includes federal entity-level and individual taxation, state and local tax, estate planning, property tax and audit defense. Additionally, she has extensive experience with high-net-worth individuals and trusts.

RubinBrown Admits Partner

Andrea Turner

Andrea Turner

St. Louis-based RubinBrown (FY17 net revenue of $91 million) admitted Andrea Turner as a tax partner.

Turner specializes in state and local taxation, specifically multi-state sales and use taxation, state tax credits and incentives, and state and local tax audit defense. Prior to joining RubinBrown, she worked for two Big 4 accounting firms.

Founded in 1952, RubinBrown’s team members establish best practices within specific industry segments and work to serve the community both inside and outside the workplace.

IPA Spotlight On … Leah Gonzales, MaloneBailey

Name: Leah Gonzales

Firm: Houston-based MaloneBailey

Title: Audit Partner

Accomplishments:

Leah Gonzales

Leah Gonzales

  • Over 20 years of public accounting experience
  • Member of MaloneBailey’s management team for almost 10 years
  • Promoted to audit partner in April 2017
  • Key leader in MaloneBailey’s quality control initiatives as well as its in-house training and mentor programs

I understand that you came to MaloneBailey in 2008 from a Big 4 firm. Was a better work-life balance part of the reason for the move?

Work-life balance was a factor. I spent years at PwC, but managing family and work became tough because of my constant traveling and working late hours. I thought about leaving public accounting for industry and its better hours, but knew public accounting was my passion. A friend of mine introduced me to MaloneBailey and its unique opportunity intrigued me. MaloneBailey’s challenging work environment is complemented by initiatives like flexible workplace options and a business casual environment, as well as providing support (i.e. training and mentorship) its employees need to reach their full potential.

The U.S. Bureau of Labor Statistics reports that females make up more than half of all accountants and auditors in the U.S., but only 22% of partners. At MaloneBailey, 33.3% of partners are female. Why the difference?

I believe our higher than average female partner percentage can be attributed in part to work-life balance initiatives. Flexibility and public accounting are two things that don’t always go hand in hand. Joining the two in a thoughtful, constructive and effective way is advantageous to women. Having the option to work from home once a week or not travel as much is something that I truly appreciate. MaloneBailey has had a women’s initiative in the past, but we are working on reinvigorating it in a new way. More to come on this initiative so stay tuned.

What’s the best way to retain female accounting/auditing professionals at mid-career – a time when many seem to leave the workforce?

It’s important that we show the women and mothers in the workforce that they are valued and important. Often times, women with young children feel a draw to be home with their children instead of returning to work. However, if we create understanding and flexible workplace options, I believe women will have the opportunity to spend more time with their families and do the work they love. Finding that middle ground where women feel like they can have both a family and career at MaloneBailey is critical to retention and something we strive to do and improve each year.

With the advent of Artificial Intelligence, professional observers are predicting that the audit process may undergo radical change in the near future. What’s your view?

I believe AI can help auditors work through and process greater volumes of information at a much faster pace. While the use of AI will likely streamline the audit process, the auditor’s judgment and evaluation of the resulting data is still a critical aspect of the audit. MaloneBailey has always embraced the use of technology where it makes sense and we are excited to see how AI will impact the profession in the near future.

Final thoughts?

My advice to young women entering into the accounting field would be to have passion for the work you do. Once you have that and truly enjoy what you do, the long hours and challenging times will be a little easier. It may not necessarily feel like work. I’ve stayed so long in my career because I truly love what I do. What I’ve found in MaloneBailey is a firm that understands the importance of my family time and one that has worked hard to implement initiatives that allow me to do the work I love while having a family.

Do you know someone else who would make a good Spotlight? Contact Christina Camara.

RubinBrown Admits Partner in Denver Office

Beth Womersley

Beth Womersley

St. Louis-based RubinBrown (FY17 net revenue of $91 million) admitted Beth Womersley as a partner in its business advisory services group.

Womersley specializes in internal audit, enterprise risk management and Sarbanes-Oxley compliance. She has experience in many industries, including health care, tourism and aviation.  Prior to joining RubinBrown, Womersley worked as the vice president of internal audit for Air Methods Corporation, an air medical transportation company.

White Nelson Diehl Evans Admits Six New Partners

Irvine, Calif.-based White Nelson Diehl Evans (FY16 net revenue of $23 million) admitted six new partners: Jill Cohen, Michael Glaab, Erin Johnson, Jennifer Pugh, Kassie Radermacher and Christina Wenk.

Cohen is an audit and assurance partner who first came to WNDE as an intern in 1993. She has spent most of her career with WNDE, but also spent two years as a controller in private industry. She provides financial reporting and consulting services for privately-held companies in a variety of industries including manufacturing and distribution, restaurant and retail industries, construction, investment trusts, medical groups and non-profit organizations.

Glaab is an audit and assurance partner who began his career with WNDE in 2004. He serves clients in a wide variety of industries including employee benefit plans, state and local governments, retail, distribution, health care and financial services.

Johnson is a tax and advisory services partner who began her career at Deloitte before coming to WNDE in 2010. She manages client engagements, assists the firm with staff training and development, and provides clients with specific guidance on ways they can reduce their tax expenses.

Pugh is an audit and assurance partner who has spent her entire career with WNDE. She began as an intern with the firm in 1996. She provides financial reporting and consulting services to privately-held mid-size for-profit companies, employee benefit plans, non-profit organizations and governmental entities. She specializes in the areas of manufacturing, distribution, professional services, construction and health care. She is also the PIC of monitoring the firm’s quality control system.

Radermacher is an audit and assurance partner who has been with the firm since 2009. She has performed all phases of local governmental audits including cities, successor agencies and redevelopment agencies, single audit of federal grants, special districts, compliance audits and agreed-upon procedures engagements.

Wenk is a tax and advisory services partner who joined WNDE in 2007. She manages a client base consisting primarily of partnerships, limited liability companies, s-corporations, trusts and high-net-worth individuals. Her responsibilities include tax planning, managing work flow, preparing and reviewing income tax returns and assisting clients in all manners requested.

The Highlands Accounting Group Admits Harney Shareholder

The Highlands Accounting Group of Hoover, Ala., admitted Brian Harney as a shareholder.

Harney has spent the last 16 years working at two large firms in Alabama. He has experience in employee benefit plans, specifically 401(k) plans and defined benefit plans. In addition, he focuses on audit, review and compilation services for general contractors, specialty contractors and subcontractors, as well as other industries, including, manufacturing, financial institutions, insurance and technology.

“Brian brings a depth of experience to our firm and demonstrates incredible commitment to our clients and to the management of the firm,” says founding and managing shareholder, Jaime Sweeney. “As a collaborative advisor with extensive knowledge with employee benefit plans and construction, Brian understands the value of listening carefully to his clients before offering solutions. This allows him to guide clients through the complexities of the audits.”

Calibre One Admits New Partner and Strengthens Financial Services Capabilities

Calibre One, an executive search firm and an affiliate of Bethesda, Md.-based Calibre CPA Group (FY16 net revenue of $23 million), admitted David Schumer as a partner in its New York office. Schumer will further strengthen Calibre One’s global financial technology practice and lead the company’s broader expansion into serving financial services clients, including investment management and insurance.

“Calibre One is continually looking to expand into new industries that are undergoing digital transformation,” says Dan Grosh, MP in San Francisco. “One such area is the financial services sector where investment management firms are facing increased competition, fee pressures, shifting client preferences and ever-changing regulation. Of all of the changes confronting investment managers, artificial intelligence, robotics and distributed ledger technologies hold the most potential to transform the industry. With the addition of David, we have substantially strengthened our technical expertise and access to senior executives in financial services to bring clients the global talent they need to thrive in the era of technological and regulatory change.”

Schumer has more than a decade of investment management experience. Most recently, he served as principal for an executive search boutique and strategic advisor specializing in talent management for the asset and wealth management industry. Prior to that, he was a consultant at David Barrett Partners. Schumer also previously served as an equity investor at Tribe Capital Management and at HBK Investments. He started his career as an investment banker at Lehman Brothers.