BeachFleischman and Taylor, Duffy & Associates Merge

Phoenix-based CPA firm Taylor, Duffy & Associates, PC and BeachFleischman PC, one of Arizona's largest locally owned CPA firms, have merged. Effective January 1, 2013, the combined firms will practice as BeachFleischman PC, and Taylor Duffy's employees, including four principals and seven staff, will join the firm's Phoenix practice.

BeachFleischman's Phoenix-based employee count will increase to eighteen, and its firm-wide employee count to 130 client service and administrative professionals, including twenty-four shareholders and fifty-seven CPAs. The merger also provides new and expanded office space for BeachFleischman's Phoenix operation, which will be relocated to Taylor Duffy's existing Phoenix office at 20830 North Tatum Boulevard. Taylor Duffy's founder and principal, Phillip Taylor, CPA, will become the managing shareholder of the firm's Phoenix operation.

"Our firms are very similar. From firm culture to client service philosophy, we share many attributes and core values. It made perfect sense for us to unite our firms," said Bruce Beach, CPA, CEO of BeachFleischman. "From a practice perspective, Taylor Duffy provides clients in the construction sector with a level of industry expertise that goes unmatched by firms in the Southwest," Beach added.

According to Phil Taylor, CPA, "The merger enables us to provide clients with the depth of services and expertise of a large regional firm, with the service-minded approach our clients would expect from a local firm. It's really the best of both worlds," said Taylor.

Mary Duffy, CPA, principal of Taylor Duffy added, "In terms of people, we're committed to making a substantial investment in human capital by providing an enjoyable, professional, and challenging working environment for employees. This was very important to us, and the merger provides everyone with enhanced opportunities for personal growth."

In February of 2012, BeachFleischman opened up an office in Phoenix to better serve clients. The Taylor Duffy announcement comes on the heels of a year that BeachFleischman experienced a growth rate of 15 percent, much of which is attributed to the firm's expanding Phoenix practice.

 

SOURCE: BeachFleischman Press Release

 

You may like these other stories...

Whenever I speak to accountants about creating a cloud practice, the most common question is, “How do I charge my clients?” Ten years ago, maybe even five years ago, if I would’ve posed this question...
Event Date: August 21, 2014, 2 pm ETMeet budgets and client expectations using project management skills geared toward the unique challenges faced by CPAs.  Kristen Rampe will share how knowing the keys to structuring...
School tax breaks get House support as Democrats objectRichard Rubin of Bloomberg reported that the House of Representatives on Thursday voted to expand and simplify tax breaks for education as Republicans continue to pass...

Upcoming CPE Webinars

Jul 31
In this session Excel expert David Ringstrom helps beginners get up to speed in Microsoft Excel. However, even experienced Excel users will learn some new tricks, particularly when David discusses under-utilized aspects of Excel.
Aug 5
This webcast will focus on accounting and disclosure policies for various types of consolidations and business combinations.
Aug 20
In this session we'll review best practices for how to generate interest in your firm’s services.
Aug 21
Meet budgets and client expectations using project management skills geared toward the unique challenges faced by CPAs. Kristen Rampe will share how knowing the keys to structuring and executing a successful project can make the difference between success and repeated failures.