GBQ Admits Three New Partners

Jeff Harden

Jeff Harden

Columbus, Ohio-based GBQ Partners (FY16 net revenue of $30.1 million) has admitted Jeff Harden, Scott Bechtel and Joe Borowski as partners.

Harden joined GBQ in 2015 with a wide range of industry expertise having served clients in the automotive, manufacturing, retail and software industries. Within the firm’s assurance practice, he also assists construction, investment fund, nonprofit and real estate clients.

Scott Bechtel

Scott Bechtel

Bechtel joined GBQ in 2008 and has more than 22 years of experience providing tax compliance and tax planning services to closely held businesses and their owners. Serving clients within the construction, real estate, manufacturing and service industries, Bechtel has experience assisting with cost segregation studies and various multi-state and city compliance engagements.

Joe Borowski

Joe Borowski

Since joining GBQ in 2005, Borowski has completed over 1,000 valuation engagements across numerous industries and for various purposes.

HMWC CPAs & Business Advisors Admits Two Partners

Glenn Carniello

Glenn Carniello

Tustin, Calif.-based HMWC CPAs & Business Advisors (FY17 net revenue of $11 million) admitted Glenn Carniello and Rachel Rico as partners.

Carniello has more than 25 years of experience in public accounting. He will serve clients as a partner in the firm’s business assurance services department and will supplement and enhance the firm’s construction practice serving general contractors, subcontractors and specialty trade contractors. He also serves clients in the engineering, manufacturing and distribution, and technology consulting sectors.

Rachel Rico

Rachel Rico

Rico has more than 20 years of experience in public accounting. She will serve clients as a partner in the firm’s business assurance services department, providing financial statement audits, review and compilations. She will also advise clients in business advisory services, such as mergers and acquisitions, tax planning, cash flow management, bid rate analysis and overhead analysis. Rico’s industry experience includes construction, franchisors, manufacturing and distribution, service and not-for-profit.

Raich Ende Malter Welcomes New Tax Principals

Johnpaul Crocenzi

Johnpaul Crocenzi

New York-based Raich Ende Malter & Co. (FY16 net revenue of $47.1 million) expanded its tax advisory and wealth preservation practices with the addition of two new tax principals.

Johnpaul Crocenzi, principal specializing in high net worth individuals and their businesses, has nearly 20 years of experience in tax-saving strategies and planning. Crocenzi advises clients on complex tax matters, estate planning, business succession planning and transaction structuring.

Melissa Abbott

Melissa Abbott

Melissa Abbott, principal, specializes in tax compliance and planning for trusts, estates and private foundations. She performs detailed research and analysis of complex tax issues for her high net worth clients, concentrating on fiduciary income and estate tax.

Moss Adams Welcomes Managing Director of Technical Accounting Consulting Group

Dee Mirando-Gould

Dee Mirando-Gould

Seattle-based Moss Adams (FY16 net revenue of $527 million) welcomed Dee Mirando-Gould as the managing director of its new technical accounting consulting group.

“Over the last few years, we’ve noticed a significant increase in requests from clients for consultative guidance to assist them in adopting and implementing complicated accounting guidelines and policies,” says Eric Miles, partner and a leader in the consulting group. “This trend led us to create the new technical accounting consulting group and hire Dee to lead it.”

Mirando-Gould joins Moss Adams from MorganFranklin Consulting and has more than 25 years of experience addressing issues such as revenue recognition, stock-based compensation, debt and equity instruments, derivatives, business combinations and lease accounting.

Zettle Rejoins Aldrich Group as CFO

Lucas Zettle

Lucas Zettle

Salem, Ore.-based Aldrich Group (FY16 net revenue of $47.1 million) named Lucas Zettle as chief financial officer. Zettle began his accounting career as an associate with Aldrich in 2010 and later moved on to private industry to expand his breadth of financial knowledge.

“As CFO, I want to empower Aldrich with key financial and operational information that supports our drive for growth. My vision for this role is to create a world class accounting and finance team within Aldrich, and to continue to enable our clients achieve their goals,” says Zettle.

“Lucas’ technical skills as well as familiarity with our firm’s culture and vision will be extremely valuable as we continue to grow,” says Martin Moll, CEO.

Scally Joins Marcum as PIC of Litigation Services

William Scally

William Scally

William Scally has joined New York-based Marcum LLP (FY16 net revenue of $449 million) as PIC of litigation services in the Boston office.

As a valuation specialist, Scally provides financial, economic and statistical services, with a focus on equity and debt valuation, business enterprise valuation, business model due diligence and contract compliance. He also has experience applying valuation principles to assist companies pursuing strategic initiatives and to analyze economic damages pursuant to government and commercial litigation disputes.

Scally’s 16 years of management consulting experience includes engagements in private equity and early-stage ventures, professional services, software, technology, manufacturing, financial services, life sciences and health care.

Windes Welcomes Lorenzetti as Principal

Robert Lorenzetti

Robert Lorenzetti

Long Beach, Calif.-based Windes (FY16 net revenue of $25.6 million) welcomed Robert Lorenzetti as principal to serve clients with tax and business advisory services. He is based in the Irvine, Calif., office.

Lorenzetti has more than 25 years of experience as a strategic business advisor specializing in securing debt and equity placements for small- to medium-sized businesses across a broad range of industries. Additionally, he has experience in tax preparation, compliance, and dispute resolution for complex and highly technical tax-related issues.

“His experience and skillset nicely complements our services along with his expertise and deep level of contacts and relationships that he has developed over the years,” says John Di Carlo, MP.

Hantzmon Wiebel Names Lehman CEO

Jennifer Lehman

Jennifer Lehman

Hantzmon Wiebel (FY16 net revenue of $13 million) of Charlottesville, Va., names Jennifer Lehman as chief executive officer. She previously served as chief operating officer and is the first female CEO of Hantzmon Wiebel.

“We have been working together on this transition for some time now and I know that Jennifer will be a great CEO and leader for us going forward,” says Phillip Shiflett, previous CEO, who will continue to work with clients on a full-time basis. “I see her guiding the firm through its 100-year anniversary and beyond. She has the vision and abilities to continuously improve our organization and promote our shared values.”

Lehman joined Hantzmon Wiebel in 1997 and served as the COO since 2007. She is a co-PIC of employee benefit plan audits, and also works with high net worth individuals and a variety of clients.

“We are poised to embrace the fast-paced change in our profession with an outstanding team of professionals. I am honored by this opportunity to continue facilitating the success of the community and businesses that we serve as we prepare for our centennial anniversary in the next decade,” says Lehman.

Apex CPAs & Consultants Admits First Partner, VanDeWoestyne

Apex CPAs & Consultants of St. Charles, Ill., has admitted Lucas VanDeWoestyne, director and COO, as a partner in the firm.

“This is the first time in our 20-year history that we’ve brought in a partner. Lucas has exemplified the leadership skills and business acumen required to serve our clients, grow our culture, and be an owner in the company,” says James Chakires, president and CEO.

VanDeWoestyne attributes his work as director and COO as keys to taking on added responsibility. “Those roles made me more confident about my decision-making and were stepping stones to becoming a partner,” he says. “A couple of years ago, Jim said, ‘Think and act like you are a partner,’ and I’ve challenged myself to do that. I look forward to the full experience of being a business owner.”

VanDeWoestyne specializes in audits, reviews and compilations, as well as a multitude of other services including monthly and quarterly accounting, budgeting and forecasting.

Crowe Horwath Admits 10 Partners and Principals

Chicago-based Crowe Horwath (FY17 net revenue of $809.5 million) has admitted the following 10 new partners and principals. These new roles will be effective April 1, 2018.

  • Mark Demos, audit, Los Angeles
  • Andy Gripp, audit, Oak Brook, Ill.
  • Kristin McDonner, audit, Louisville, Ky.
  • Linda Poeschel, firm risk management, Oak Brook
  • Tom Reznicek, performance consulting, Chicago
  • Tiffany Richardson, tax, Denver
  • Chris Salvatore, audit, New York
  • Chris Sifter, performance consulting, Chicago
  • Howard Wagner, tax, Louisville
  • Jason Whitmer, audit, South Bend, Ind.