Search Results for: Anders CPAs + Advisors

Anders Unites Technology Affiliate Under the Brand

St. Louis-based Anders CPAs + Advisors (FY16 net revenue of $30 million) has united its longtime technology affiliate under the brand as a key component to the firm’s expanding advisory services.

While Anders has had a technology affiliate for nearly 20 years, technology services have always been marketed under a separate name and logo, most recently Inflexion. With the growing emphasis on offering comprehensive and cohesive advisory services for clients, the firm believes it is advantageous for this service line to share the same brand identity.

“Since we launched the new Anders brand in 2013, we have enhanced our reputation, increased market share as well as our physical footprint and added other advisory services to our offerings,” says MP Robert J. Minkler Jr. “Consolidating one of our largest service lines under the brand makes strategic sense for the technology team and the firm, but most of all for our clients. Technology services continue to become more integrated into other services offered by Anders, and this move will assist us to provide a more seamless experience for clients.”

The Anders Technology Advisors team is led by Theresa Stearns and Brent Kaniecki and their 22 team members, specializing in managed IT and cloud services including infrastructure, security and disaster recovery, along with business intelligence, data analytics and IT advisory services.

Meyer and Waitukaitus to be Named Partners at Anders

Jenny Meyer

Jenny Meyer

Anders CPAs + Advisors of St. Louis (FY15 net revenue of $28.3 million) announced that Jenny Meyer and Jon Waitukaitis are being admitted as partners of the firm, effective January 2017.

Meyer joined Anders in 1994 and most recently served as a principal in the tax services group. She works with closely held businesses and families on individual and corporate tax planning and financial statement preparation. Along with assisting clients in the specialized areas of estate and trust planning, she also concentrates on serving closely held businesses, particularly in the manufacturing and distribution industries.

Jon Waitukaitis

Jon Waitukaitis

Meyer speaks frequently to client and external groups about navigating tax law changes and provides advice on wealth building. She is a leader in the Anders Women’s Initiative, which is dedicated to helping women thrive in their businesses and careers. She is also a sought-after mentor and coach to the young professionals at Anders and is dedicated to staff education and development.

Waitukaitis joined Anders in 2003 and most recently served as principal in the audit and advisory services group. He works extensively with closely held businesses in the manufacturing, distribution, not-for-profit and construction industries. He is also a member of the health care services group, specializing in financial statement audits, internal controls and in conducting specialized services for health care firms. Waitukaitis also has experience in fraud prevention, employee benefit plans and technology.

Stafford Joins Anders as Director of Finance and Administration

Stafford_Micheal_Anders CPAs2016

Michael Stafford

Anders CPAs + Advisors of St. Louis (FY15 net revenue of $28.3 million) welcomes Michael Stafford as director of finance and administration.

Stafford has 18 years of related experience as a CFO, working at an internal audit and consulting firm in the health care industry.

In his new role at Anders, he provides strategic financial direction to benefit profitability, growth and operations. Stafford also oversees various administrative areas and provides managerial direction to the internal accounting staff.

“Michael’s analytical experience and strategic mentality gives him the ability to understand all aspects of our business model, and to assist the partners in making sound financial decisions for the firm,” says MP Robert J. Minkler Jr. “This is a new position and we look forward to having his expertise and perspective at Anders.”

Hiblovic Becomes Partner at Anders CPA

Julie K. Hiblovic has been named a partner in the audit and advisory services group at St. Louis-based Anders CPAs and Advisors (FY12 net revenue of $23.6 million).

Hiblovic joined the former Anders Minkler & Diehl in 2009 as a principal and is the first person named as an Anders partner after the Jan. 1 merger of AMD and Huber, Ring, Helm & Co. Hiblovic specializes in providing audit and consulting services to privately held companies in the manufacturing, distribution, gaming and real estate and construction industries. She also has been a senior manager at BKD and at Ernst & Young.

Tom Hilton Inducted as 2019-2020 MOCPA Chair

Thomas Hilton

Thomas Hilton

Thomas Hilton, partner in the forensic and litigation services group at St. Louis-based Anders CPAs + Advisors (FY17 net revenue of $31.8 million), was sworn in as 2019-2020 chair for the Missouri Society of CPAs (MOCPA) at the 2019 MOCPA Annual Members Convention.

Hilton has been an active member of the MOCPA throughout his career. Most recently, he has held leadership positions in the organization as a member of the board of directors from 2015-2017 and chair of the Educational Foundation board of directors from 2015-2018.

Hilton has deep experience in fraud and forensic investigations, white collar crime investigations and the development and implementation of entity-level fraud risk management programs. He testifies frequently in large commercial litigation matters in federal and state courts and before arbitration panels.

He is also a frequent presenter at fraud and forensic conferences nationwide, author of articles in professional publications, and serves as an adjunct professor of forensic accounting at the Richard A. Chaifetz School of Business at Saint Louis University.

Marketing Achievement Awards Presented by AAM

Thirty awards for marketing accomplishment were awarded June 14 by the Association for Accounting Marketing at its annual award gala, which features awards in multiple categories: websites, branding, multimedia and maverick marketing.

Expert category judges, including professionals in marketing, advertising, communications and professional services, reviewed and judged 99 entries. Winning entries were recognized for the accomplishment of a specific goal or objective, executing a project strategically, and measurable results.

The categories and winners are as follows:

Advertising

  • Digital Advertising, Faw Casson
  • Paid Content Marketing & SEO Campaign, Anders CPAs + Advisors
  • Print Campaign: Total Spend of $24,999 of Less, Sol Schwartz & Associates PC
  • Print Campaign: Total Spend Above $25,000, Mazars USA LLP

Branding

  • Integrated Branding Programs: Budget Above $100,000, Postlethwaite & Netterville APAC
  • Integrated Branding Programs: Budget Below $100,000, Henry+Horne
  • Logo New or Refreshed, Lindquist LLP

Business Development Initiative

  • Customized Sales Initiative or Approach, Weinstein Spira

Collateral and Content Marketing

  • Announcements/Invitations, William Vaughan Company
  • Blogs, Henry+Horne
  • Brochures, Baker Tilly
  • Integrated PR Campaign, Collins Barrow Toronto
  • Publications and Newsletters, The Wolf Group

Events

  • Budget between $10,000 and $24,999, Henderson Hutcherson & McCullough
  • Budget less than $9,999, Rea & Associates Inc.
  • Budget about $25,000, Freed Maxick CPAs PC

Marketing and PR Campaigns

  • Client Service/Survey, Margolin Winer & Evens LLP
  • Direct Marketing Campaign, Rehmann
  • Integrated Marketing Campaign, Rehmann
  • Non-Technical Published and Featured Articles, Henry+Horne
  • Nurture/Lead Generation Campaign, EKS&H LLLP
  • Recruiting Campaign, Bergan KDV
  • Social Media Campaign, WithumSmith+Brown
  • Technical Published and Feature Articles, Baker Newman Noyes

Video and Multimedia

  • Program Budget above $10,000, WithumSmith+Brown
  • Program Budget below $9,999, Skoda Minotti

Website

  • Project Budget between $10,000 and $24,999, Henry+Horne
  • Project Budget above $25,000, Elliott Davis Decosimo
  • Project Budget below $9,999, BKD LLP

Members Choice

  • Website: Project Budget below $9,999, Whaley Hammonds Tomasello

What You Think About Your Younger Staff May Not Be True

By Christina Camara

Chris Camara

Chris Camara

INSIDE Public Accounting

The stereotypes aren’t pretty. Younger staff may view older professionals as old-school technological dinosaurs who aren’t creative or innovative. Accounting firm owners may believe they supervise a bunch of entitled, ungrateful complainers who don’t care about their work.

Millennials (21-33 years old) and Generation X-ers (34-40 years old) took exception to these broad generalizations in a survey of 723  young CPA professionals conducted last year by INSIDE Public Accounting and ConvergenceCoaching. These professionals did more than object, however. They also made numerous constructive suggestions on how the different generations can work better together.

Young professionals are a key demographic for accounting firm leaders, with projections that by 2020, Millennials will account for half of the workforce. Turnover is high, more than 20% at many larger firms, and it’s expensive. Young professionals tell INSIDE Public Accounting that firm leaders need to find ways to offer rewarding work, a plan for professional development, 21st century tools and a flexible work environment or face seeing their pool of future talent dry up.

Here’s what we learned from young professionals in analyzing the survey results, which led to The Road to Retention report.

What are the Top Misconceptions?

The mistaken impression that young professionals are “lazy” came up over and over again, more than 150 times in fact, when survey respondents were asked, “What’s the biggest misconception about young professionals?” More than a third of respondents, 36%, said firm leaders are mistaken if they think young professionals are not willing to put in the effort needed. More than 120 times, survey respondents said they’re unfairly viewed as uncaring and unwilling to work hard. They contend they’re just as committed, they just want to work differently.

Some of their (anonymous) comments:

  • “In order to make public accounting a career, a flexible schedule is key.”
  • “I do not think that flexibility is a direct reflection of whether or not someone works hard. I believe that by allowing more flexibility, a firm can help their staff achieve more and have a greater work output since they are able to work on their own time.”
  • “Professionals my age want work to fit into their lives not work to be their life.”
  • “We grew up with parents who both worked and had to miss time with their kids, or with a parent who was never home due to work, and to us it is not an ideal lifestyle.”

These professionals tell us that they do care deeply about work, but they care deeply about their families and outside activities deeply as well. Work-life balance, in fact, was the most important factor determining whether this group of emerging leaders will stay in public accounting, the survey said. When asked to comment on the needs of young professionals, Dave Finklang, a manager of tax services at Anders CPAs + Advisors of St. Louis  noted: “Just because a younger associate doesn’t want to work 2,800+ hours a year to get ahead like senior partners did, it doesn’t mean they don’t care.”

Ways For Different Generations to Work Together Better

The survey respondents also offered constructive feedback on how to overcome some of these obstacles. Firms should encourage openness, frequent communication, knowledge sharing and team work in an atmosphere that respects differences and “rewards efficiency over time put in,” as one respondent put it.

Here is a sampling of  responses to the survey question,If you could suggest ONE WAY to help the generations work together more effectively, what would it be?”mergers3

  • “If management preaches work-life balance and flexible working, don’t reprimand employees if they are not sitting at their desks from 8 a.m. to 5 p.m., five days a week.”
  • “Have mature partners work from home for a week and young staff work from the office 70 hours a week to see the difference.”
  • “[They] simply need to learn new tricks. Paper is ancient. Digital is the future.”
  • “The older generation needs to provide clear advancement path with benchmarks that can be measured, not nebulous concepts.”
  • “I would suggest creating outcome-based accountability measures to focus on results rather than core hours.”

Flipping the Conversation

Consider this: Perhaps young people are changing jobs because the workplace culture resists change, not because they aren’t loyal. “We are likely to stay at a firm if the culture embraces changes in technology and flexibility,” says Kim Hardy, senior audit manager at Ridgeland, Miss.-based Matthews, Cutrer & Lindsay who was also asked to comment on young professional needs. And perhaps instead of viewing young professionals as impatient, maybe they’re driven, committed and eager to grow.

Another respondent suggests that we search for understanding. “If we can understand how one another thinks, we can alter our form of communication and work style to work together more effectively.”

The Road to Retention offers a clear message to firm leaders. Listen to and seek to understand your young professionals. They have great ideas that can foster teamwork, loyalty and a strong culture that embraces all generations.

Download the report.

Christina Camara is managing editor of the monthly INSIDE Public Accounting newsletter.

Association for Accounting Marketing Announces Category and Individual Marketing and Achievement Award Winners

congrats

The Association for Accounting Marketing (AAM) announced the recipients of its individual Marketing Achievement Awards (MAA) at the AAM-MAA Gala. The event was held at the Walt Disney World Swan and Dolphin Resorts during the organization’s 26th Annual Summit. Individual awards are presented annually in recognition of outstanding achievements in the accounting marketing profession, as well as contributions to AAM.

Michelle Golden

Michelle Golden

Michelle Golden Inducted Into the Association for Accounting Marketing Hall of Fame

Being inducted Into the AAM Hall of Fame is the highest honor in the field of accounting marketing. Inductees must have ten years or more of service and be known for their outstanding accomplishments as a leader of the association. Michelle Golden, growth leader and principal at K·Coe Isom, a well-known leader in the accounting industry, was named as this year’s honoree. A growth and profitability strategist, she has helped more than 100 CPA, law and wealth-management firms achieve results, energizing the people she works with as she helps them solve the difficult challenges of change. She has won a number of professional accolades over the years. Golden has been a member of AAM since 1996.

Eric Majchrzak Named Marketer of the Year

Eric Majchrzak

Eric Majchrzak

The Marketer of the Year, sponsored by INSIDE Public Accounting, is presented to an experienced marketer who is well-recognized for the high quality of their work, as well as their ability to consistently gain results. Majchrzak has had a significant impact on the growth of his firm, BeachFleischman. Not only has he brought discipline and structure to their marketing effort, his enthusiasm and passion has created an environment where all staff want to be involved in developing new business.

Jessica Levin Named Volunteer of the Year

The Volunteer of the Year award recognizes dedication to AAM, involvement on committees and/or special projects, as well as their professional accomplishments. Jessica Levin of Seven Degrees Communications was named Volunteer of the Year for the important role she has played in a number of AAM committees and initiatives over the past few years. Her contributions to the Digital Communications, Website, Podcast and Conference committees, as well as work on other AAM initiatives, all while launching a successful business, was cited during the presentation of the award.

Veronica Rodriguez Honored as Rookie of the Year

Demonstrating excellence in the field, the Rookie of the Year shows creativity, initiative and drive with their firm. Veronica Rodriguez of PDR Certified Public Accounting won this year’s award due to her successful work straight out of college redefining her firm’s brand. With a new website, social media campaign and a number of other successful initiatives, she has made a powerful impact in a short time.

Thirty-four awards for marketing accomplishment were awarded this evening for accounting marketers recognized for achievement. The Association for Accounting Marketing annual award gala features awards in multiple categories: web sites, branding, multimedia and maverick marketing.

Expert category judges, including professionals in marketing, advertising, communications and professional services, reviewed and judged 125 entries. Winning entries were recognized for the accomplishment of a specific goal or objective, executing a project strategically and measurable results.

The categories and winners are as follows:

Advertising
Campaign: Total Spend of $24,999 or less, Untracht Early LLC
Campaign: Total Spend Above $25,000, SaxBST
Online Advertising, Skoda Minotti
Single Ads, Peterson Sullivan LLP

Branding
Integrated Branding Program Budget Under $100,000, AAFCPAs
Integrated Branding Program Budget Above $100,000, Dixon Hughes Goodman
Logo, Untracht Early LLC

Business Development/Sales Proposals/Presentations
Sales Presentations, Warren Averett
Winning Proposals, Perkins & Co

Client Service Surveys
Client Service Surveys, EKS&H LLLP

Collateral
Brochures, Untracht Early LLC
Publications: Between $10 and $24.9 Million in Revenue, Henry & Horne LLP
Publications: Above $25 Million in Revenue, Rehmann

Content Marketing Campaigns
Blogs, Freed Maxick CPAs
Integrated PR Campaign, Brown Smith Wallace
Non-Technical Published and Feature Articles, McGladrey LLP
Technical Published and Feature Articles, Henry & Horne LLP

Events
Budget of $9,999 or Less, Barnes Dennig
Budget Between $10,000 and $24,999, Henderson Hutcherson & McCullough
Budget of $25,000 or More, Anders CPAs + Advisors

Internal Programs
Corporate Social Responsibility: Between $10 and $24.9 Million in Revenue, HERBEIN + COMPANY INC.
Corporate Social Responsibility: Above $25 Million in Revenue, Anders CPAs + Advisors

Marketing Campaigns
Direct Marketing/Lead Generation Campaign, Crowe Horwath LLP
Integrated Marketing Campaign, SVA Certified Public Accountants SC
Recruiting Campaign: Below $9.9 Million in Revenue, Cornwell Jackson PLLC
Recruiting Campaign: Between $10 and $24.9 Million in Revenue, Perkins & Co.
Recruiting Campaign: Above $25 Million in Revenue, Anders CPAs + Advisors
Social Media Campaign, Anders CPAs + Advisors

Maverick Marketing
Maverick Marketing, Honkamp Krueger & Co. PC

Multimedia
Budget of $9,999 or Less, Peterson Sullivan LLP
Budget of $10,000 or More, WithumSmith+Brown PC

Website
Below $9.9 Million in Revenue, Stern Cohen LLP
Between $10 and $24.9 Million in Revenue, AAFCPAs
Above $25 Milion in Revenue, Clark Nuber PS

Members Choice Collateral (Brochures), Elliot Davis Decosimo

BKD Announces 23 New Partners, Managing Directors

Springfield, Mo.-based BKD (FY18 net revenue of $594.6 million) has announced that 12 professionals have been admitted to the partnership effective June 1. In addition, 11 were promoted to managing director.

CEO Ted Dickman says, “While their respective transitions will bring new challenges, these seasoned professionals are well-prepared to take on the responsibility. We take great pride in shining a spotlight on outstanding individuals and their achievements.”

Partner

  • Scott Bormet, Transaction Services
  • Tim Eischeid, Chicago
  • Amy Frizzell, Wealth Advisors
  • John Griffin, Dallas
  • Jenifer Hitschmann, Wichita, Kan.
  • Justin Kensinger, Springfield
  • Matt Klauser, Transaction Services
  • Kieth McGovern, Kansas City, Mo.
  • Jennifer Sanders, Louisville, Ky.
  • Nate Scott, Omaha, Neb.
  • JoAnna Simek, Chicago
  • Chris Woosley, Louisville, Ky.

Managing Director

  • Brian Bell, HCPAS
  • Jeff Bodkin, Indianapolis
  • Heather Broyles, Wealth Advisors
  • Christie Clements, Enterprise Risk Solutions
  • Nicole Fishback, Indianapolis
  • Glenn Grigsby, Louisville, Ky.
  • Jason Jobgen, Cost Segregation Services
  • Troy Lindsey, St. Louis
  • Mike Summers, Indianapolis
  • Allen Wong, Houston
  • Tomi Yoshitomi, Indianapolis

More news from BKD LLP

Congratulations to the 2018 All Growth Fastest-Growing Firms

Among the more than 550 U.S.-based firms that participated in this year’s IPA survey we find a handful that are the envy of their peers – the fastest-growing accounting firms in country, factoring in the effects of mergers and acquisitions. This year, IPA has identified the Top 10 Fastest-Growing Firms (All-Growth), which includes organic growth and growth in net income from mergers.

This year’s Fastest-Growing Firms experienced an impressive average all growth increase in net revenue of 45.2%.

The 2018 All Growth Fastest-Growing Firms

Hoffman Short Rubin DeWinter Sanderson / Covina, Calif. / 85.0%
Moss Krusick & Associates LLC / Winter Park, Fla. / 72.3%
Giambalvo Stalzer & Company CPAs / Great River, N.Y. / 45.0%
Squar Milner LLP / Newport Beach, Calif. / 40.0%
Bland & Associates PC / Omaha, Neb. / 37.6%
Wallace Plese + Dreher LLP / Chandler, Ariz. / 36.5%
Prager Metis CPAs LLC / New York / 35.8%
Tidwell Group LLC / Birmingham, Ala. / 34.6%
DMJ & Co. PLLC / Greensboro, N.C. / 32.6%
HMWC CPAs & Business Advisors / Tustin, Calif. / 32.5%

View the 2018 IPA 100, 200, 300 and 400 rankings.

Order your 2018 IPA Benchmarking Tools.