Restivo Monacelli Appoints Kevin Hundley as MP

Kevin Hundley

Kevin Hundley

Providence, R.I.-based Restivo Monacelli (FY18 net revenue of $7.2 million) has announced that Kevin Hundley has been appointed MP, succeeding Edmund Restivo Jr., who remains with the firm as a founding partner and will continue to service clients.

Hundley joined Restivo Monacelli in 2003 as a manager in the audit and accounting department, and was admitted as a partner in 2008. In that role, he oversaw the firm’s largest practice group and managed a growing team of professionals.

As MP, he will be responsible for the firm’s strategic direction and providing leadership on overall firm matters. Among his priorities are advancing exceptional client advisory service and building a strong culture so that the entire firm is engaged in Restivo Monacelli’s progress.

“Kevin will be an excellent steward as we evolve into a second-generation firm,” Restivo says. “His skills, leadership style and focus on promoting a client-focused and entrepreneurial environment will make him an exceptional managing partner who champions our vision for future growth.”

Hundley has more than 20 years of experience in public accounting. Prior to joining Restivo Monacelli, he began his career and was a manager in the Columbus, Ohio, office of Crowe.

UHY Expands in Northeast With Acquisition of Pattison Koskey Howe and Bucci

Chicago-based UHY LLP and UHY Advisors Inc. (FY17 net revenue of $140.8 million) has announced they will expand their presence in the Northeast region with the merger of Pattison Koskey Howe and Bucci (PKHB), which operated six offices in the Hudson Valley area of New York.

The deal adds three partners, six principals and approximately 50 additional professionals and administrative staff to UHY.

The merger developed over several years through the firms’ collaboration serving their respective clients. Their combined expertise will create new business opportunities in the Hudson Valley with the addition of three of the PKHB offices in Hudson, Kingston and Catskill.

A. Michael Bucci, Matthew VanDerbeck and Bradley Cummings will join UHY as partners. One of PKHB’s founders, Richard Koskey, joins UHY as a principal, along with Nancy Patzwahl, Suzanne Muldoon, Gary Newkirk, Therese Wolfe and Jean Howe Lossi.

“We are committed to ensuring a smooth transition and look forward to our combined experience strengthening our presence and further helping us counsel our clients as we continue to expand our service lines, industry sectors and advisory services to meet growing client business strategies and demands across the Northeast,” says Michael Mahoney, CEO of UHY Advisors NY, Inc.

“UHY’s commitment to client success, community support, career development, deep industry expertise and professional leadership in the accounting and advisory sectors are a foundation of our collective continuing legacies,” Bucci says.

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HHM CPAs Appoints New COO

Chattanooga, Tenn.-based HHM Certified Public Accountants (FY18 net revenue of $30.2 million) has hired Beverly Edge as its COO to support firm growth. Pam Morris, who formerly filled the role, has transitioned to CFO.

“I have no doubt that these two talented professionals will work together seamlessly to drive firm success,” says MP Donnie Hutcherson. “We are honored to have Beverly join us and grateful for Pam’s contributions to the firm.”

Edge, a practicing attorney for over 20 years, will lead the firm’s operations as it continues to grow and expand to new markets. As COO, she will oversee all administrative and operational functions of the firm. Prior to her new role, she was a member at a local law firm where she handled mergers and acquisitions, real estate transactions, aircraft transactions and general representation of closely held businesses.

Morris will oversee the firm’s financial operations. She has over 30 years’ tax and accounting experience and is founder of Freight Depot Accounting, a customized bookkeeping firm for startups and small businesses and an affiliate of HHM CPAs.

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Briggs & Veselka Admits Brandtner, Wang to Shareholder

Sonny Brandtner

Houston-based Briggs & Veselka Co. (FY18 net revenue of $41 million) has announced the admission of Sonny Brandtner and Lily Wang as shareholders in the consulting and audit departments, respectively.

Brandtner joined the firm in 2018 to provide internal audit, SOC and SOX rationalization services for large middle-market and small-cap public companies. He has worked at regional firms and is a former partner at Big 4 firm Deloitte. He has also held various senior-level financial or internal audit positions for private and public companies.

“Sonny has cultivated an excellent reputation in the market in the area of risk services, and as we continue to build our consulting services, he will be a valued member of the team in the risk area and in consulting in particular,” says Managing Shareholder Sheila Enriquez. “He has been successful in helping the firm move ‘up-market’ in the risk area, and we expect great things in the year to come and beyond.”

Lily Wang

Wang recently joined Briggs & Veselka from a national firm, and brings extensive experience in the power and utilities, manufacturing and distribution, and retail industries. She has also been a member of the firm’s China group, which facilitates communication and provides inbound and outbound attest and due diligence services to companies with operations in China.

“As the firm continues to build on its core compliance services, Lily has been a demonstrated leader in the audit department,” Enriquez says. “Her technical skills, business acumen and outstanding people skills will serve her well as a shareholder of our firm.”

The firm has more than 300 professionals serving primarily middle-market clients from five offices in Texas – Houston, The Woodlands, Austin, San Antonio and El Campo.

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Aprio Adds a Partner to Expand Tax Services to Alabama

John Santamour

Atlanta-based Aprio (FY18 net revenue of $96.1 million) is expanding its tax compliance and specialty tax services throughout Alabama.

The expansion will be led by John Santamour, who has joined the firm and been admitted as a partner.

In 2017, Aprio combined with Yeager and Boyd in Birmingham, Ala., a firm focused on serving national public housing authorities. While the Birmingham office will continue to serve as Aprio’s public housing authority center of excellence, Santamour will work on expansion by working closely with assurance partner Rob Shirley, who specializes in manufacturing, retail, franchise and hospitality, construction and non-profits.

Under Santamour’s leadership, Aprio will expand its tax services to small to mid-market technology, real estate and manufacturing businesses, as well as non-profit organizations.

Santamour brings to Aprio a deep knowledge of tax provision work, tax compliance and income tax accounting and reporting requirements related to business combinations, spinoffs and divestitures. Prior to joining Aprio, he worked in a national practice at KPMG serving large companies in manufacturing, financial services and insurance.

“We’re fortunate to have such a capable leader like John join Aprio,” says Birmingham OMP Frank Gudger. “John will be instrumental in enabling us to achieve our growth objectives in the Birmingham market as we expand our services in this region to service new sets of clients.”

“There is so much growth in our state right now and companies are facing many new tax and regulatory changes as well as additional reporting requirements,” says Santamour.

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E.J. Callahan & Associates Admits Wilder Jacobellis to Partnership

Wilder Jacobellis

E.J. Callahan & Associates, which operates two offices in Wakefield and Quincy, Mass., announced that Wilder Jacobellis has been admitted to the partnership.

Wilder has more than 12 years of experience in public accounting, specializing in real estate, construction and non-profit organizations.  As partner, Jacobellis will be expanding E.J. Callahan & Associates’ real estate practice.

“I am very pleased to be joining the executive leadership team here,” he says. “E.J. Callahan & Associates is at the forefront of innovative leadership in accounting excellence.”

Founder and partner Ed Callahan says Jacobellis has “an exemplary commitment to customer service and demonstrated track record of helping clients overcome challenges to create success.

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Marks Paneth Names New PIC for Florida Office

Robert Hughes

New York-based Marks Paneth (FY18 net revenue of $136 million) has announced that Robert Hughes was named PIC of its Boca Raton, Fla., office.

Hughes will oversee the strategic development of the firm’s high-net-worth practice in the Florida market, which provides strategic tax planning, wealth preservation and transfer and advisory services.

MP Harry Moehringer says, “This new appointment acknowledges his leadership and expertise, which will be instrumental to the future growth of our Florida office.”

Hughes has more than 20 years experience in public accounting, and prior to that held a senior position as office auditor with the IRS. He specializes in handling state, local and federal tax filings for high-net-worth individuals, estates, trusts and private foundations.

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SEK Admits New Member of the Firm

William Oyster

The members of Hagerstown, Md.-based SEK (FY18 net revenue of $20.5 million) announce that William Oyster, a manager, has been admitted into the partnership as a member.

Oyster has more than 20 years of experience and is an integral member of the firm’s government audit niche, nonprofit audit niche and low-income housing niche. He directs more than 70 engagements each year and has significant experience in performing single audits. He also performs peer reviews of other CPA firms, which helps improve the firm’s own audit procedures.

Additionally, he is an instructor of in-house training programs on governmental and nonprofit accounting, a presenter at our annual client seminars, and has been invited to speak at numerous external events. Additionally, he is a member of the firm’s accounting and auditing committee.

Oyster joined SEK’s Carlisle, Pa., office in 2017.

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McKinley Admitted as Partner at Draffin Tucker

Rebecca McKinley

Rebecca McKinley has been admitted as a partner at Albany, Ga.-based Draffin & Tucker LLP (FY18 net revenue of $13.8 million), The Albany Herald reported.

McKinley joined the firm in 2004. She serves as chair of its accounting and auditing committee and assists in the administration of the scheduling process.

“I love working for Draffin Tucker and serving our clients in the health care industry,” McKinley says in a statement. “I truly believe you will not find a better firm for workplace experience. Draffin Tucker has a tradition of committing to the success of its people and clients, and I want to continue to honor that as I take on this new role in our firm.”

The firm points out that she identified an opportunity to enhance Blue Cross reimbursement for Alabama hospitals that resulted in a cumulative reimbursement benefit exceeding $9 million for 18 hospitals.

“Rebecca has done extremely valuable work on four of our hospitals and found significant reimbursements for each of them,” says Monica Jordan of Infirmary Health System, the Herald reported. “Rebecca is very personable and committed to making sure her clients are pleased with the work product. In my 25 years in reimbursement, she is the best consultant I’ve worked with.”

KPMG UK’s Most Senior Female Partner Quits

Melanie Richards

After 20 years at Big 4 firm KPMG, UK deputy chair Melanie Richards will leave in September following a difficult two years during which the firm worked to recover from a series of audit and conduct scandals, the Financial Times reported.

The London newspaper cited an anonymous source to report that Richards told UK Chair Bill Michael last September that she wants to serve as a non-executive director at a number of companies. UK rules and KPMG policy require a departing auditor to wait two years before joining the board of any listed company that their firm audits.

“Melanie is relentless in her campaigning for equality in the workplace and is an inspirational leader, both within our firm and across UK business as a whole,” Michael says in a statement. “Wherever she chooses to go next, they will be lucky to have her broad array of skills, experience, energy and counsel — which have been invaluable to me as chairman.”

Richards, who joined the firm in 2000, leads KPMG’s efforts to improve its diversity and inclusion and ran its senior women’s network, but she has been criticized for failing to close its gender pay gap of 28% last year.

KPMG has faced a series of setbacks in the last two years over the quality of its audits in the wake of the collapse of UK outsourcing firm Carillion.

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