Rochester-based Bernardi & Russo LLP merges with regional firm

A merger between the Rochester based CPA firm of Bernardi & Russo LLP and regional firm Freed Maxick & Battaglia, CPAs has been announced. The merger expands Freed Maxick & Battaglia’s staff in Rochester to 22 employees, more than doubling the firm’s Rochester-based workforce. The merger puts Freed Maxick & Battaglia ahead of schedule to reach its goal of 30 Rochester-based employees by the end of 2008. The firm will now employ 230 professional and administrative staff across Rochester, Batavia, and Buffalo (headquarters). The merger also provides new and expanded office space for Freed Maxick & Battaglia’s Rochester operations, which will be re-located to Bernardi & Russo’s existing offices at the Meridian Centre Office Park in Brighton, New York, a suburb of Rochester.

“We were both looking for an opportunity to expand our talent and capacity to serve clients in Rochester,” says Robert Glaser, CPA, managing director of Freed Maxick & Battaglia. “We had a prior working relationship with Bernardi & Russo and this merger is a natural expansion of that relationship. We look forward to working with many new outstanding clients,” Glaser said.
Mike Russo, CPA, partner of Bernardi & Russo noted, “There was great chemistry between our firms when we participated in prior joint engagements. Both firms were committed to providing excellent client service and an enjoyable, professional working environment for employees.”

David Bernardi, CPA, managing partner of Bernardi & Russo said, “The merger allows us a greater range of services to provide for our clients, while still maintaining the responsiveness that they have come to expect. Furthermore, the merger provides excellent career growth opportunities for employees.”

This represents is Bernardi & Russo's second merger since 1998, when Batavia-based Battaglia Andrews & Moag, PC joined the Firm. In 2000, Freed Maxick & Battaglia formed an alternative practice structure with RSM McGladrey, the 5th largest accounting firm in the US. Although separate and independent legal entities, the alternative practice structure enables Freed Maxick & Battaglia, a licensed CPA firm that provides attest services , and RSM McGladrey, Inc., a business services company that provides non-attest tax and consulting services, to work together to serve the business needs of mid-sized companies.

About Freed Maxick & Battaglia, CPAs
Freed Maxick & Battaglia, CPAs is the largest public accounting firm in Upstate New York and a Top 100 Firm in the U.S, according to Inside Public Accounting, an independent industry trade publication. Freed Maxick & Battaglia CPAs has 230 professional and administrative staff and provides audit, tax and consulting services to middle-market companies with multiple-state and international operations. The Firm specializes in a variety of practice areas including healthcare, SEC companies, manufacturing, agribusiness, real estate and service businesses. Offices are in Buffalo, NY (headquarters), Batavia, NY and Rochester, NY.

You may like these other stories...

Here's a CPA who truly walks the walk. On March 15, Frank Ryan, CPA, departed San Diego, California, with plans to be in Ocean City, Maryland, by July 2 to teach a course at the Maryland Association of CPAs’ (MACPA...
When Theodore J. Flynn first joined the Massachusetts Society of CPAs (MSCPA) in 1970, it was a different world and a different profession.  The "Big Eight" were still headquartered in Boston. Vietnam War...
Accountant Rickey Charles Goodrich had it a little too good. Many bean counters would kill to serve as financial guru to the likes of Pearl Jam. Goodrich was hired in 2005, and the following year, he became the CFO of Curtis...

Upcoming CPE Webinars

Apr 22
Is everyone at your organization meeting your client service expectations? Let client service expert, Kristen Rampe, CPA help you establish a reputation of top-tier service in every facet of your firm during this one hour webinar.
Apr 24
In this session Excel expert David Ringstrom, CPA introduces you to a powerful but underutilized macro feature in Excel.
Apr 25
This material focuses on the principles of accounting for non-profit organizations' revenues. It will include discussions of revenue recognition for cash and non-cash contributions as well as other revenues commonly received by non-profit organizations.
Apr 30
During the second session of a four-part series on Individual Leadership, the focus will be on time management- a critical success factor for effective leadership. Each person has 24 hours of time to spend each day; the key is making wise investments and knowing what investments yield the greatest return.