BKD Appoints New Regional MP for National Advisory Services

Jerry Henderson

Springfield, Mo.-based BKD (FY19 net revenue of $662.9 million) has appointed a new regional MP for national advisory services (NAS), effective June 1, 2020.

Jerry Henderson, MP of transaction advisory services and performance advisory services, will succeed Mike Burlew, who will retire as of May 31, 2020.

Henderson has more than 26 years of experience serving clients in mergers and acquisitions, private equity and manufacturing and distribution. Prior to his current role, he was the national industry partner for BKD’s national manufacturing and distribution group. Henderson also serves on BKD’s governing board, which establishes firm policy and strategic initiatives.

“I am humbled and honored to have the opportunity to work closely with the talented leaders in our NAS practices,” Henderson says. “Our clients are facing an unprecedented level of change and NAS is well positioned to help them navigate a rapidly evolving marketplace.”

Burlew calls Henderson personable, talented and one-firm minded. He will assist Henderson through the transition.

BKD is ranked No. 13 on the 2019 IPA 100 list of largest accounting firms in the nation.

More news from BKD

Ericksen Krentel Welcomes New Partners

Jeremy Thibodeaux

New Orleans-based Ericksen Krentel has announced that two professionals have been admitted to the partnership: Jeremy Thibodeaux and Kay Miller.

Thibodeaux has been promoted to partner from senior manager in the firm’s accounting and audit services section, where he oversees the quality and timeliness of services to many of the firm’s audit clients, with a focus on nonprofits.

During his career, Thibodeaux has performed audits dealing with a variety of entities in industries such as governmental, nonprofit, construction, retail, hospitality, tourism and professional services. He leads the firm’s growth strategies as they relate to accounting and audit services and created the firm’s Performance and Career Excellence (PACE) program to encourage and enhance staff recruitment and professional development.

Kay Miller

Miller has been promoted to partner from senior manager in the firm’s tax services section, where she specializes in helping small businesses. As a leader on the firm’s tax and hospitality segments, she is instrumental in mentoring and leading tax team members on everything from compliance to tax planning, with a focus on partnerships and individuals.

Her accounting and tax background involves managerial experience with both local and regional CPA firms. Kay previously served as CFO for a regional health care provider and served as an adjunct professor with a local community college where she taught bookkeeping, accounting and computerized accounting.

DHG Welcomes Gareth Montague-Smith as Partner

Gareth Montague-Smith

Charlotte, N.C.-based Dixon Hughes Goodman (FY19 net revenue of $462.5 million) announces that Gareth Montague-Smith has joined the firm and been admitted to the partnership.

Montague-Smith will work from the Raleigh, N.C., office, providing internal audit and other accounting and advisory services to manufacturing, distribution and retail industry clients in the public and private sectors.

“With 22 years of experience providing assurance and advisory services, Gareth is an adept advisor for Carolina businesses,” says Matt Wood, MP for DHG’s manufacturing, distribution and retail industries. “He brings industry knowledge, technical experience and strong leadership skills to guide cross-functional solutions for our clients.”

Montague-Smith joins DHG after serving as a risk consulting managing director in the advisory services practice of a Big 4 firm in multiple North Carolina offices. He has experience leading a commercial internal audit practice and provides clients financial, auditing and internal auditing services across multiple industries.

DHG is ranked No. 17 on the 2019 IPA 100 list of the largest accounting firms in the nation.

More news from Dixon Hughes Goodman

Expert Joins Prager Metis in Audit Group

New York-based Prager Metis (FY18 net revenue of $98.2 million) announces that Ahmed Mohidin has joined the firm’s audit group and been admitted as its newest partner.

Ahmed will be based out of the Woodland Hills, Calif., office.

“Bringing Ahmed on board is essential for our plans to expand our resources and further strengthen our reputation as the ‘go-to’ experts in audit services,” says Melody Young, OMP at Woodland Hills. “Ahmed’s niche expertise in complex audit and accounting issues will enhance the services we provide to our clients.”

Mohidin serves as engagement and concurring partner on complex audit and accounting issues, mergers and acquisitions, initial public offerings, Form 10-K and 10-Q filings, and compliance with SEC regulations. He has served clients in a variety of industries and sectors.

More news from Prager Metis

EY Appoints Frank Mahoney as MP for Western U.S.

Frank Mahoney

Big 4 firm Ernst & Young (EY) (FY18 net revenue of $14 billion) has announced the appointment of Frank Mahoney as MP for the Western region of the U.S.

In his new role, Mahoney is responsible for driving market leadership, developing and retaining talent, creating high-performing teams and providing exceptional client service for a regional practice of 10,000 professionals spanning 18 states and 27 offices.

He also serves as a senior advisory partner for several of the region’s largest clients and continues to serve on the U.S. executive committee and the Americas operating executive.

“In our current Transformative Age, the pace of change has never been faster and embracing transformation and helping our clients navigate it have never been more vital,” Mahoney says. “There is significant opportunity here, and we look forward to making a positive impact with the companies and communities we serve.”

Mahoney, who is based in Silicon Valley, brings more than three decades of experience with EY to his new role. He formerly served as the Americas vice chair for assurance, where he led 20,000 audit, financial and reporting professionals. He also led the digital transformation of the U.S. firm’s audit practice.

Mahoney succeeds Kay Matthews and Randy Cain, MPs of the West and Southwest regions, respectively. Both Matthews and Cain retired in June 2019 after more than 35 years with the firm.

Seiler LLP Names Marla Sari Chief Administrative Officer

Marla Sari

Redwood City, Calif.-based Seiler LLP (FY18 net revenue of $56.8 million) has appointed Marla Sari to the role of chief administrative officer.

“Marla has shown remarkable initiative since joining Seiler more than a decade ago, playing an essential role in growing the firm to nearly double its revenue,” says CEO George D. Marinos. “Her leadership has been indispensable to the firm’s ability to open new offices, boost transparency and efficiency, and streamline reporting and tax management processes.”

Sari will lead Seiler’s operations, IT, administrative and facilities teams, managing some 25 people from the firm’s Redwood City headquarters. Sari, who most recently served as Seiler’s managing director of administration, has more than 30 years of experience in IT and operational management with a focus in professional services. Prior to joining Seiler in 2007 she worked as an IT systems administrator, programmer and project manager.

At the firm, Sari has leveraged her programming expertise to overhaul processes, software and reporting standards, while also overseeing many of the firm’s expansion efforts and solidifying risk management and tax planning procedures.

“It’s been a pleasure to help facilitate Seiler’s growth over the years, and a pleasure to work at a firm with a real – and rare – commitment to helping facilitate the professional development and leadership capabilities of non-accounting staff like me,” Sari says.

More news from Seiler LLP

Josh Andres Admitted as Principal of Scheffel Boyle CPAs

Josh Andres

Scheffel Boyle, with seven locations in Illinois, recently promoted Josh Andres as principal and admitted him to the leadership group.

Andres joined the firm’s Alton, Ill., office in 2006. He is a senior leader on the construction accounting team and also specializes in serving governmental agencies and privately held businesses.

The firm, founded in 1924, offers both corporate and individual tax, accounting, consulting and assurance services.

Schneider Downs Admits New Partners: Doug Morally and Justin Steele

Doug Morally

Doug Morally

Pittsburgh-based Schneider Downs (FY19 net revenue of $87.5 million) announces that Doug Morally and Justin Steele have been admitted as partners.

“Both have had successful careers serving clients from a variety of industries and we’re looking forward to seeing them grow within their new roles and continuing to build the firm’s audit and tax practices,” says Timothy J. Hammer, co-managing shareholder of Schneider Downs.

Justin Steele

Justin Steele

Morally joined the firm in 2004 and has 14 years of public accounting experience serving a variety of clients in the not-for-profit, construction, distribution, transportation, retail, professional services and manufacturing sectors, including publicly traded companies.

Steele has more than 13 years of private and public accounting experience and joined Schneider Downs in 2017. Prior to joining the firm, he was a tax manager for a Big 4 public accounting firm and worked in the tax department of a global pharmaceuticals and chemicals company.

More news from Schneider Downs

DWC Announces New COO

Vicki Goetter

Grand Junction, Colo.-based Dalby Wendland & Co. (FY18 net revenue of $13.0 million) announces that Vicki L. Goetter has joined the firm as its new chief operating officer.

Goetter has 20 years in the public accounting and consulting industry, specifically in the New York/New Jersey metropolitan area. In addition, she has 10 years’ experience in private business in the U.S. and U.K.

“She has been able to assist in increasing overall firm morale and employee retention, improvement of firm workflow in tax, redefining processes and procedures across firm lines to increase firm profitability, and project leadership through effective planning and communication in desired areas such as human resources, marketing and technology,” the firm announced.

More news from Dalby Wendland & Co.

Tidwell Group Adds Six Partners

Birmingham Ala.-based Tidwell Group (FY18 net revenue of $24.1 million), which specializes in affordable housing accounting, announces that it has admitted the following professionals to the partnership: Patty Azallion, William Brookshire, Damien Cassell, Andy Gantzer, Chris Ofat and Jeanne-Marie Smith.

All are based in Columbus, Ohio, except Brookshire and Smith, who are based in Birmingham.

  • Azallion brings over 30 years of experience in accounting and assurance services to the Tidwell Group. She has expertise in internal controls analysis and risk assessment, substantive testing, cash flow and revenue/expense analysis, and preparation of financial statements.
  • Brookshire has more than 12 years of experience with audit, accounting and tax services for multi-family real estate owners, developers and contractors. He brings expertise in the low-income housing and historic tax credits, USDA rural development projects, and final cost certifications to the firm.
  • Cassell offers extensive experience in audit and tax services within a variety of industries, including affordable housing, not-for-profit, manufacturing, construction and real estate.
  • Gantzer is expert in the affordable housing industry, specifically in the areas of auditing the Low-Income Housing Tax Credit program, U.S. Housing and Urban Development (HUD), not-for-profit and USDA Rural Development.
  • Ofat has a deep understanding of the Low-Income Housing Tax Credit program and expertise in the preparation and review of contractor cost certifications. He also has experience in the preparation and review of HUD and Rural Development audit engagements.
  • Smith’s experience is in the real estate industry with specializations in Low-Income Housing Tax Credit and HUD-financed projects. She also has extensive experience in real estate development engagements.

“The firm’s trajectory is directly correlated with the quality of the professionals on our team, and these new partners are no exception. I am incredibly excited about the future of our firm,” says MP Barry Tidwell.