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Aprio Names Chief Growth Officer and Director of Advisory Services

Lee Fields

Atlanta-based Aprio LLP (FY18 net revenue of $96.1 million) has named Lee Fields as chief growth officer and has hired Marc Rosenkoetter as director of advisory services.

Fields joined Aprio in 2013 to lead the firm’s advisory services group and was admitted as partner in 2017. Given Aprio’s rapid growth and expansion, he will be responsible for driving growth programs for Aprio.

“As Aprio continues to grow and expand across the United States and globally, it is important to have a seasoned executive overseeing the multiple initiatives that drive the firm’s growth,” says Richard Kopelman, CEO and MP. “Throughout his career Lee has driven the growth of startups to global businesses in a variety of sectors.”

Marc Rosenkoetter

Rosenkoetter has joined Aprio as director of advisory services. Rosenkoetter comes to Aprio with a wide range of experiences, including entrepreneurship as a small business owner, and most recently from The North Highland Company. In his role at Aprio, Rosenkoetter will drive the growth and expansion of our CPA-led advisory firm, including the following practices: transaction advisory services, financial consulting services, business technology consulting services, litigation support and forensic accounting, business valuation and data analytics practices.

“Marc is an entrepreneur and strategic leader who understands how to grow, build and lead a high-growth consulting business,” says Kopelman. “Marc brings to the Aprio team strong process, communication and analytical skills that will enable Aprio clients to achieve what’s next for their businesses.”

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Aprio Continues to Expand Advisory Capabilities

Mark Mahre

Mark Mahre

Atlanta-based Aprio LLP (FY17 net revenue of $85.1 million) announced that it is expanding its consulting and advisory capabilities with the launch of Business Technology Consulting Services, led by Mark Mahre who will serve as director, and the hire of David Zafft as director, transaction advisory and business valuation services, to continue to address the needs of clients and prospects.

Aprio’s Business Technology Consulting Services offers strategic and tactical solutions that enable companies to streamline the management of technology investments and maximize ROI by improving existing systems and processes and designing and implementing new solutions. Hiring a business technology firm can help businesses develop their strategies, software, enterprise, etc. developing their company and helping them keep up to date with the latest changes within the business world.

Aprio’s advisors simplify technology transformations by providing guidance across a company’s entire technology landscape. Aprio ensures technology investments support business goals and strategies so that technology costs can be linked to specific business outcomes. The Business Technology Consulting Services team helps clients simplify cloud transitions, mitigate risk and establish IT Financial Management (ITFM) solutions that provide cost transparency.

Mahre has more than 20 years of technology consulting leadership experience. Prior to joining Aprio, he served for over a decade as MP of the U.S. for ClearCost Consulting.

David Zafft

David Zafft

“While Aprio has been performing Business Technology Consulting Services for clients for over 25 years, it is now time to take that to the next level. Mark has vast experience designing and leading enterprise-wide initiatives utilizing a wide variety of services including BPM, governance, technology, migrations and metrics to deliver leading-edge technology solutions for clients,” says Lee Fields, PIC of advisory services at Aprio. “We are excited to have Mark join the Aprio team to provide clients with the technology services they seek to take their businesses to their next.”

Aprio has also hired Zafft as a director within its Transaction Advisory and Business Valuation Services. In his role, he will assist clients in both buy-side and sell-side engagements, including aspects related to capital usage alternatives, investment preparation, transaction execution and closing support.

“At Aprio, it is our goal to provide our clients with the comprehensive services they need to grow profitably, whether those are advisory services or traditional tax and accounting services,” says Richard Kopelman, CEO and MP. “Aprio entered into the advisory services space nearly a decade ago and since then has launched a number of services including financial consulting, information risk management and assurance, blockchain, data analytics, management consulting and behavioral economics.”

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Aprio Launches Forensic and Investigative Services

Nicole Ponziani

Nicole Ponziani

Atlanta-based Aprio LLP (FY17 net revenue of $85.1 million) has launched a new team within its litigation support and forensic accounting services group – forensic and investigative services.

The team is led by Nicole Ponziani, who uses proprietary models to work with attorneys and clients in gathering evidence in the investigation of alleged “bad acts.” Her involvement includes the handling of internal and criminal investigations through subject interviews and tracing of assets with proven results.

Some examples of Aprio’s forensic and investigative services work include:

  • The Aprio team was engaged to investigate and analyze a multi-million-dollar asset misappropriation involving a financial institution. Hundreds of transactions and identified recipients were found to be fraudulent. Restitution was sought and the proper documents were provided to the regulators, insurance carrier and law enforcement.
  • The Aprio team performed an internal investigation on a multi-million-dollar private company. We identified a significant misappropriation of assets. Under our guidance the company rectified the inadequacies in their internal controls. A claim to their insurance carrier and a report to law enforcement was prepared.

Ponziani, with a degree in criminology, has more than 17 years of experience having worked with local law enforcement and fraud countermeasures compliance in areas such as fraud investigations, financial services regulatory compliance, FCPA, RICO, HR investigations, money laundering and Ponzi schemes.

“It is our goal to minimize the impact that an investigation has on our clients’ businesses operations,” said Howard Zandman, PIC of litigation support and forensic accounting services. “The forensics and investigative services team’s expertise in getting beneath the surface enables us to reach solutions efficiently and effectively and provide evidence that is clear, understandable and withstands the rigors of court.”

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Aprio Relaunches HPC as Aprio Cloud

Atlanta-based Aprio LLP (FY17 net revenue of $85.1 million) announced that it has completed its acquisition of HPC, a cloud-based accounting firm also based in Atlanta, and it is being relaunched as Aprio Cloud. Aprio announced the acquisition in June.

“With the acquisition of HPC, clients will get their nights and weekends back, no longer spending time on accounting,” says Richard Kopelman, CEO and MP at Aprio. “They will also receive timely reporting on their actual performance, allowing them to grow profits by making sound business decisions with real-time data.”

HPC complements Aprio’s existing outsourced accounting services practice that was established in 2016, giving clients a cloud accounting solution using “best of breed” products and processes.

Aprio Cloud brings together more than 50 best-in-class applications, from companies such as Xero,, Receipt Bank, Karbon and Expensify. The technology stack delivers “anytime, anywhere” financial information through data visualizations and dashboards, allowing clients to make smarter, faster decisions.

“Combining our market leadership in cloud accounting with Aprio’s highly respected reputation, breadth of specialty services and global reach made sense for our business and our clients’ businesses as well,” says Bruce A. Phillips, founder of HPC. Phillips will serve as managing director and partner of Aprio Cloud.

Clients may select an Aprio Cloud service package with fixed fees:

  • Bronze – Simplify reconciliation and data processing, and get help with data review and reporting, tax advisory, filing and compliance.
  • Silver – Outsource accounting and automate data processing. Access insights and advice for a greater understanding of financial information.
  • Gold – Get outsourced accounting, an HR department and virtual CFO for smarter planning and faster closings.

Aprio Re-elects MP and Executive Committee Members; Names New Partners

Richard Kopelman

Atlanta-based Aprio LLP (FY17 net revenue of $85.1 million) announced that Richard Kopelman has been re-elected as the firm’s MP. In addition, the firm has re-elected three executive committee members and added five new partners to Aprio’s leadership team.

Kopelman has been the firm’s MP since 2012 and was re-elected to serve Aprio as MP for three more years. Under Kopelman’s leadership, Aprio has grown its revenue by 40% and added five new services lines to the business. In 2017, Richard championed an industry-leading rebrand transitioning the firm from Habif Arogeti & Wynne to Aprio, and since 2013 has spearheaded six combinations including the firm’s first two outside of the Atlanta market.

In addition, Aprio re-elected three members to its Executive Committee:

  • Yelena Epova, PIC, International Services
  • Michael Levy, PIC, Transaction Advisory Services
  • Alan Vaughn, PIC, Real Estate & Construction

These three partners join existing committee members: Adam Beckerman, Rob Casey and Sam Tuck.

Aprio admitted five new partners in 2019 as it continues to build success for the firm. Naming new partners demonstrates Aprio’s commitment to its team members’ professional growth and development, but also the recognition of the strategic foresight, expertise, dedication and passion these individuals demonstrate in advising the firm’s clients to get to their next.

Aprio’s newest professionals admitted into the partner group, as of Jan. 1, include:

  • Jessica Hussain, Retail, Franchise & Hospitality
  • Michael Lange, Manufacturing & Distribution
  • Thomas Prevatt, Professional Services
  • Thomas Scott, Technology & Blockchain
  • Jagruti Solanki, Technology & Blockchain

“As Aprio continues to grow, it is important that we promote individuals who can be strong leaders and guide the firm to its next,” says Kopelmanr. “It is an honor to promote our co-workers to partners, they have each played an important role in the firm’s success and I know they will continue to develop professionally and advise our clients to achieve what’s next.”

Aprio Combines with Magoon Freeman Spain & Jones, LLC

Joe Spain

Atlanta-based Aprio (FY17 net revenue of $85.1 million) has combined with Magoon Freeman Spain & Jones (MFSJ) of Alpharetta, Ga., expanding the firm’s presence in the state.

MFSJ is a boutique accounting firm serving closely held businesses, nonprofits and individual clients for more than 40 years. About 15 former MFSJ team members will continue to operate from their Alpharetta office as Aprio | MFSJ

Aprio says that its combination with MFSJ will increase the firm’s retirement plan business by 15%.

“Our existing clients will benefit from Aprio’s unmatched breadth of services as they look to their next,” Joe Spain, MP and co-founder of MFSJ, said in a statement. “Aprio’s reputation is well established for providing clients with future-focused advice and we’re delighted about the combination of the firms.”

Aprio MP Richard Kopelman says, “This combination will allow the MFSJ team to take advantage of our investments in business process automation, data analytics, as well as increased opportunities for skills building and career development through Aprio University.”

Gary Adamson, CEO of Adamson Advisory, advised both firms on the merger. “MFSJ has been a leader in the North Atlanta market for many years and was attracted to Aprio’s outstanding talent pool and extensive range of services focused on the middle market.”

MFSJ is the third merger announced by Aprio in 2018 and the sixth transaction in Georgia since 2007.

Aprio Names New Partner

Rob Shirley

Atlanta-based Aprio (FY17 net revenue of $85.1 million) is pleased to announce that Rob Shirley has joined the firm as a partner. Shirley will be located in Aprio’s Birmingham, Ala., office and in his role will be responsible for expanding Aprio’s presence in the Alabama market.

“Rob has a long history of providing clients with a high level of client service and delivering results, which makes him a strong cultural fit for the firm and reinforces our commitment to the Aprio Way,” says Richard Kopelman, CEO and MP.

Shirley has more than 25 years of experience in both public and private accounting, including six years with a top national accounting firm. He has assisted clients with growing their businesses, including through merger and acquisition, securing debt and managing risks. He has also worked as a financial leader for a national wholesale life insurance distribution company and a regional securities firm. Rob’s expertise extends to construction, manufacturing, retail, not-for-profit organizations and health care.

“It is a privilege to come to such a growth-oriented firm as Aprio,” says Shirley. “I’m excited to grow our presence in the Alabama market and help businesses navigate to their next.”

Aprio to Expand Virtual Capabilities with Acquisition of HPC

Atlanta-based Aprio LLP (FY16 net revenue of $76.3 million) has acquired Atlanta-based HPC, a technology-driven, cloud-based accounting firm with a global footprint. When completed, the acquisition of HPC, with its strong technology processes and experienced cloud team, will allow Aprio to eliminate time-consuming data entry, which can now be done through automation and machine learning, and significantly enhance its ability to provide clients actionable insights.

“We need to meet our clients where they are and serve them the way they want to work,” says Richard Kopelman, CEO and managing partner of Aprio. “Once we add the experienced staff and technology stack that HPC provides, Aprio will be able to further service our clients at the speed of now. After HPC is on board, we will be prepared to deliver the next generation of client service fueled by the transformation of machine learning and artificial intelligence. We will be able to leverage a myriad of technologies and create the best cloud-based accounting practice for our global small to mid-size clients. Clients want to collaborate with us and engage with their business data to gain real-time insights that will drive growth and take them to their next.”

Once completed, the acquisition of HPC will complement Aprio’s existing outsourced accounting services practice that was established in 2016, giving clients the ability to have a cloud accounting solution using best of breed products and processes. Bruce Phillips, CEO and founder of HPC, is expected to lead the practice as president and partner in charge.

“We are excited to have signed our agreement to join Aprio because, like us, Aprio is continuously changing and adapting to what’s next. Once closed, Aprio will provide our clients a breadth of new services like sophisticated international tax planning and structuring, and tax credits and incentives, including the R&D tax credit, which is so critical for technology companies,” says Phillips. “Once we become part of Aprio, we will continue our tremendous growth and further increase our capabilities, so we can advise and partner with our clients to help them be ready for the future.”

Aprio Expands Private Client and Entrepreneurial Tax Practices with Acquisition

Atlanta-based Aprio LLP (FY16 net revenue of $76.3 million) acquired RRB Business Services, also of Atlanta, effective Jan. 1.

“Aprio continues on its incredible journey of strategic growth and expansion with high performing firms,” says Allan Koltin, CEO of Koltin Consulting Group. “RRB is a highly respected firm in the Atlanta market with many high net worth and privately held clients. This combination will be wonderful for their clients in terms of the additional services and resources they will be able to take advantage of.”

RRB is a boutique accounting firm with 30 years of experience serving a diverse client base of privately owned companies, non-profit organizations, high-net-worth individuals and estates as well as small, commercial, professional and industrial businesses.

Aprio has a long history working with and advising high-net-worth individuals and entrepreneurial clients and combining with RRB only makes us stronger,” says Richard Kopelman, CEO and MP at Aprio. “As we continue our expansion efforts throughout the U.S., we know that our emphasis on collaboration, culture and entrepreneurialism will allow us to attract the right firms, like RRB, and focus on smart growth.”

Aprio Admits New Partner and Directors

Sandi Buttram

Sandi Buttram

Atlanta-based Aprio LLP (FY16 net revenue of $76.3 million) admitted one new partner and four directors, effective Jan. 1.

Sandi Buttram has been named a partner in the real estate and construction group. Buttram has more than 11 years of experience advising commercial real estate companies.

“Sandi will play a strategic role in the expansion of Aprio’s commercial real estate practice in 2018 and beyond,” says Alan Vaughn, PIC of Aprio’s real estate and construction group. “Her industry expertise and high-quality client service make her an invaluable part of the Aprio team.”

Aprio has also named four new firm directors:

  • Frank Ciaburri, engagement director
  • Olga Bardina, engagement director
  • Oscar Hsiao, engagement director
  • Simone Smith, director of customer relationship management

“Each of the Aprio professionals who have been promoted to director have made a significant, positive impact on the experience of Aprio clients,” says Richard Kopelman, CEO and MP. “These individuals demonstrate advanced technical knowledge within audit, tax and operations and their contributions to the firm have enabled our clients to achieve what’s next.”