Robert Valas Joins Cullari Carrico as a Partner

The partners with Cullari Carrico of Fairfield, N.J., have announced that Robert Valas will join the firm as a partner.

He brings a wealth of knowledge in business valuation and forensic accounting, as well as mergers and acquisitions, financial reporting and International Financial Reporting Standards, and accounting and audit advisory services to the firm.

“Valas will round out the expertise that we already have in-house in the areas of audit, business valuation, forensic accounting, and mergers and acquisitions,” says MP Jason Cullari.

Valas holds the Certified Fraud Examiner (CFE) designation from the Association of Certified Fraud Examiners, as well as two designations from the AICPA – Accredited in Business Valuation and Chartered Global Management Accountant.

Janover Names Dominic Rovano Co-PIC in New York

Dominic Rovano

Garden City, N.Y.-based Janover LLC (FY18 net revenue of $31.3 million) announces that Dominic Rovano will assume the role of co-PIC of the New York office.

Rovano joins Alan Hoffman, who has been in this role since 2015, in implementing the firm’s strategic plan, ensuring efficient and responsive client service, overseeing growth, and attracting and retaining talent. The move is part of a planned transition, which will allow Hoffman to devote more attention to Janover’s growing real estate practice, the firm’s largest practice group.

Hoffman says in an announcement: “During this time Janover’s New York office has grown over 50%, and therefore the management of the office has taken more of my time.” He notes that Rovano’s vision for the firm “matches what we see for Janover – continued growth and autonomy through the leveraging of technology and the embracing of industry specialization.”

Hoffman will continue to serve on the executive committee and the partner compensation committee.

Rovano works primarily with privately held businesses across multiple industries on financial reporting requirements and assurance, tax and advisory services. He leads the employee benefit plan industry group, a member of the construction committee and a leader of the technology committee.

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The Bonadio Group Announces New Leadership Roles

Pittsford, N.Y.-based The Bonadio Group (FY19 net revenue of $106.2 million) has admitted seven employees to partner and executive vice president (EVP) in four of its New York state offices.

New partners include Lynn Keck and Paul Mayer in Rochester; Gloria Nostramo and Ariel Ammirato in Albany; and Michelle Mundy in Syracuse. New EVPs include Tim Ball in Rochester and Kyle Young in Buffalo.

“These individuals exemplify our purpose to provide opportunity, strengthen community and inspire growth,” says CEO Bruce Zicari.

  • Lynn Keck is a partner in the tax division. She provides firm-wide training, including the federal and New York state updates, as well as researching and coordinating efforts to disseminate information related to federal tax reform both internally and externally. Most recently, Keck has taken on the role of tax innovation director where she focuses on streamlining and modernizing the firm’s tax practice.
  • Paul Mayer is a partner in the firm’s compliance solutions division. He has extensive knowledge of leading, implementing and assessing corporate compliance programs, HIPAA, development and testing of organizational policies and procedures, and Medicare and Medicaid compliance.
  • Gloria Nostramo is a partner in the tax division. She provides tax planning and compliance services to a variety of clients, with a primary focus on income taxation of individuals, commercial businesses and multi-state issues. She focuses on the construction, real estate development and manufacturing industries.
  • Ariel Ammirato is a partner in the health care/tax-exempt division. She provides services to more than 50 organizations. She has extensive experience performing audits of organizations serving individuals with developmental disabilities. She has developed a specialty in preparing and reviewing IRS Form 990s and NYS Consolidated Fiscal Reports for her tax-exempt clients.
  • Michelle Mundy is a partner in the health care/tax-exempt division. She provides accounting and audit services for a variety of clients with a primary focus on tax-exempt organizations, as well as audit and consulting services to health care providers.
  • Tim Ball is an EVP in the fraud and forensic division and the government compliance and labor division. He specializes in providing forensic examination and consulting support for both criminal and civil litigation. He has been a consultant to local governments and not-for-profits for assisting and strengthening their internal control structure and detecting and deterring fraud.
  • Kyle Young is an EVP at MS Consultants, a division of The Bonadio Group . He works closely with both real estate owners and CPAs to ensure cost segregation and other engineering-based study processes run efficiently while providing maximum value.

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Carr Riggs Ingram Names Three New Partners

Enterprise, Ala.-based Carr Riggs & Ingram (FY18 net revenue of $306 million) has admitted three Atlanta-based professionals to partner: Hillary Collier, Megan Makar and Bob Steinhardt.

“We understand the direction our industry is headed and are constantly engaging the younger generation of partners in decisions that will help propel the firm forward,” says MP and chair Bill Carr.

Collier delivers auditing, accounting and advisory services to a diverse group of clients in industries like manufacturing and distribution, technology and real estate. She focuses on planning, organizing and reviewing audits and is best known for her work with employee benefit plans.

Makar manages engagement teams in a variety of industries including manufacturing, distribution, construction, finance and not-for-profit. Her expertise includes auditing employee benefit plans, employee benefit planning and auditing, financial statement audits, and reviews and compilations.

Steinhardt specializes in pass-through taxation for closely held businesses and taxation of high-net-worth individuals. He is also known for his extensive experience working closely with both athletes and entertainers.

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Johnson Lambert Announces 2020 Leadership Promotions

Paul Preziotti

Vienna, Va.-based Johnson Lambert (FY18 net revenue of $30.4 million) announces that Paul Preziotti has been admitted as a partner and Dave Fuge has been named chief innovation officer.

Dave Fuge

Preziotti is a frequent speaker on audit and accounting topics at various industry conferences and seminars. He also is an alumnus of the AICPA Leadership Academy and received the Greater Washington Society of CPAs’ Outstanding Member in Public Practice Award for his contributions to the growth and enhancement of the accounting profession.

Uso Sayers

Fuge previously held the title of chief information officer. In his new role, he will focus on creating innovative solutions to support clients in the ever-evolving industries the firm serves. He is a sought-after author and presenter on IT and security topics.

Additionally, Uso Sayers has been named a managing director. Sayer’s experience includes internal audit engagements, third-party assurance reviews (SOC reports), independent external and internal financial audit support, pre- and post-implementation reviews, and application audits.

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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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