Company Announcements: Week of September 2, 2013

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Vicki Bell and Beth Campbell have joined an expanding team at A.T. LOCKE, which provides accounting services, business analysis, and financial and strategic guidance to emerging and midsized organizations.

Bell has more than two decades of experience in providing accounting and operational management support to business owners, sales, and management teams in a variety of industries. Particularly experienced in the restaurant equipment, construction, and multifamily housing industries, Bell has served as both an accounting manager and operations manager in prior roles. As a client services coordinator at A.T. LOCKE, she will support a variety of individual and business clients across the Upstate from the firm's Greenville headquarters. 

Campbell has more than a decade of experience in accounting, having worked with business owners and management teams across industries, including construction, hospitality, and retail. She studied interior design at Winthrop University and architecture at UNC-Greensboro before embarking on a professional accounting career. As an accounting specialist at A.T. LOCKE, Campbell will provide accounting and operational support to help clients improve internal processes and controls while managing the profitable growth of their organizations. 


Barnes Dennig, the fifth largest accounting firm in Cincinnati, is proud to announce the hiring of Linda Tracy Gill, CPA, as a tax manager, Breanne Romeo as a staff accountant, and Tyler Ison as a staff accountant. 

Gill's focus is sharp, and her passion is teaching and mentoring. Clients value her knack for turning insights into action and dreams into reality. They value the ability to tap into her expertise in strategic business management. And, when success requires implementing the right accounting and tax management strategies, they count on her in-depth understanding of tax law as well as her extensive experience in public accounting, including strategic business planning and consultative services. The YWCA of Greater Cincinnati selected Gill as a Career Woman of Achievement, and she has been honored by the US Small Business Administration as the Women in Business Advocate of the Year for the state of Ohio.

Prior to her start at Barnes Dennig, Romeo gained experience in sales, particularly in the realm of athletics.  Her background in accounting as well as her MBA degree helped her meet sales goals while developing excellent client service skills. She earned a Master of Business Administration and a Bachelor of Science in Accounting from Youngstown State University in Youngstown, Ohio.  

Prior to working at Barnes Dennig, Ison earned his Series 7 and sixty-three certifications as a financial representative, delivering retirement guidance to clients and uncovering sales opportunities. His ability to recognize value in overlooked areas has proven to be an asset in his career thus far, and will surely continue in his role at Barnes Dennig. Ison earned a Juris Doctor from NKU's Salmon P. Chase College of Law in 2012 and a Bachelor of Science in Finance from the University of Louisville in 2007 and is expected to earn an MBA in Finance from Xavier University in 2014.  


BDO USA, LLP, one of the nation's leading professional service organizations, announced that thirty-four of its offices have been recognized in 2013 with the Alfred P. Sloan Award for Business Excellence in Workplace Flexibility. Sloan awards are presented to companies that successfully use flexibility as part of an effective workplace strategy to achieve business goals and benefit employees by helping them meet their responsibilities on and off the job. This is the fifth consecutive year that more than thirty of BDO's offices have been honored with this prestigious award, which is part of the national When Work Works project.

When Work Works is a national project to educate the business community on the value of workplace flexibility by sharing research and promising practices and conducting the annual Sloan Awards. First funded by the Alfred P. Sloan Foundation, the awards are an ongoing initiative of the Families and Work Institute (FWI) and the Society for Human Resource Management (SHRM) to assist businesses in becoming more successful by transforming the way they view and adopt flexible workplaces.

The two-step selection process for the award is rigorous, involving an evaluation of employers' programs and practices, and a confidential employee survey. As a recipient of the 2013 Sloan Award, BDO ranks as one of the leading employers nationally in terms of its programs, policies, and culture for creating an effective and flexible workplace. 

The following is a list of the BDO offices that were recognized with the Sloan Award: Atlanta, Austin, Bethesda, Boston, Charlotte, Chicago, Dallas, Grand Rapids (2), Houston, Kalamazoo, Las Vegas, Memphis, Miami, Milwaukee, Minneapolis, Nashville, Orange County, Philadelphia, Phoenix, Raleigh, Richmond, San Antonio, San Diego, San Francisco, San Jose, Seattle, Spokane, Stamford, Troy, West Palm Beach, Wilmington, Woodbridge, and the National office (Chicago). 

In addition to the Sloan Awards, BDO USA has been named one of the Best Companies by Working Mother magazine for two consecutive years and has been featured in the book Future Work as a leading innovator of how businesses can adapt and thrive in the new world of work by changing organizational cultures and work practices. 


BDO USA, LLP announced an expansion of its San Antonio practice through an agreement with Travis Wolff and its three San Antonio-based partners. Combined with BDO's existing presence in the market, these three partners along with twenty-five employees will bring BDO's total staff in San Antonio to approximately seventy, effective immediately. The firm now has more than 300 professionals serving Texas clients from offices in Austin, Dallas, Houston, and San Antonio. Each of the new partners who have joined BDO have spent their careers working with growing San Antonio businesses.

Kevin S. Petermann, who will serve as the tax managing partner for the combined San Antonio practice, has thirty years of accounting experience. He provides tax consulting and financial planning services to large and small businesses in a variety of industries. 

Gary L. Hoyack, who will serve as the assurance managing partner, has twenty-nine years of accounting experience, including eight years of corporate experience as a chief financial officer. 

Janet E. Stigent-Burns is a tax partner with thirty years of experience working with individuals, trusts, and diversified companies in the real estate, retail, wholesale, manufacturing, and professional services industries. She also provides forensic accounting, litigation support, and business valuation services to businesses. 

In addition to the three partners, Edward L. Rishebarger, a prominent professional in the San Antonio business community and one of the founders of Burnside & Rishebarger, has also joined BDO USA. 

BDO plans to consolidate all of its San Antonio staff into one office location in the near future. In the interim, the firm will maintain two office locations:

40 NE Loop 

Suite 200 

San Antonio, TX 78216 

Phone: (210) 342-8000 

9901 IH-10

Suite 500

San Antonio, TX  78230

Phone: (210) 820-3900             


Belfint, Lyons & Shuman, P.A. (BLS), a certified public accounting and consulting firm, was recognized as one of the 2013 Top Workplaces by the News Journal. Along with being named Top Workplace, BLS was honored to have earned the Work/Life Flexibility special award.

The Top Workplaces program awards Delaware organizations based solely on the opinions of employees. A total of forty-five employers, representing a wide range of industries and company size, placed in the Top Workplaces: 2013 Winners List. BLS was previously recognized as a News Journal's 2012, 2011, 2010 Top Workplace and 2009 Best in the Business - Best Place to Work. 


For services to the community, the California Society of CPAs (CalCPA) has named Iacopi, Lenz & Co., Stockton, the recipient of its 2013 Public Service Award for Firms.

CalCPA annually presents the award to recognize a firm for its public service contributions at the local, state, or national level. The award intends to encourage more CPA firms to initiate or increase their community activities, publicize these activities, and reinforce the profession's reputation for commitment to the public good. Pam Kelty, CPA and chair of the PSA selection committee, noted that the firm's owners encourage all of their employees to be involved with their community. 

Iacopi, Lenz & Co., which is marking its thirty-fifth anniversary in business, also provides dozens of scholarships to local high school students each year. Other local charities or activities the firm and its employees support include the Mary Graham Children's Foundation, San Joaquin Hospice, and St. Joseph's Hospital Foundation of San Joaquin.


For his services to Rebuilding Together San Diego (RTSD), David G. Kvendru, CPA, CGMA, has received the 2013 Public Service Award from the California Society of CPAs (CalCPA). The annual award recognizes an individual CalCPA member for services to his or her community or for governmental service in either a volunteer or elected capacity.

Kvendru has served for seven years in various capacities on RTSD's board of directors. He helped to establish a program in which RTSD purchases distressed housing, repairs the structures, and then sells the houses at a discount to low-income buyers, veterans, and disabled persons.

Last year, the San Diego Business Journal named Kvendru CFO of the Year. He is the chief financial officer for the San Diego Association of Realtors. In addition to working with RTSD, Kvendru volunteers as a mentor with Just in Time for Foster Youth. He provides financial and personal advice to young people transitioning out of the foster care system.


For services to his profession, the California Society of CPAs (CalCPA) has presented Steve Wimmers, a San Diego CPA and former chair of the state society, with its Distinguished Service Award.

Wimmers served as CalCPA chair from 2003 to 2004. A former president of CalCPA's San Diego Chapter, Wimmers also has been on the board of the AICPA and has participated in several CalCPA committees at both the state and local level.

In addition to his services to the accounting profession, Wimmers frequently volunteers within his community. He is a former chair of the Peninsula Family YMCA and a past president of the Ocean Beach Merchants Association. He also has served as chair of the Ocean Beach Planning Board and president of the Ocean Beach Community Development Corporation.

CalCPA annually presents the Distinguished Service Award to an individual who has provided long and distinguished service or who has performed a singular act resulting in extraordinary contributions to the accounting profession, to CalCPA, or to the community.


A University of Southern California professor and a University of California, Santa Barbara, lecturer have been named outstanding educators of the year for 2013 by the California Society of CPAs (CalCPA).

Chrislynn Freed, professor of clinical accounting at USC, and Douglas Kulper, a UCSB accounting lecturer, each receive a $3,000 stipend from CalCPA.

USC has recognized Freed with several honors, including two Golden Apple Teaching Awards and two Mellon Awards for Excellence for the mentoring of students. When she was director of the Masters Programs at USC's Leventhal School of Accounting, she worked to expand the master of accounting and tax programs by developing an intensive accounting class for non-accounting majors.

At UCSB, Kulper teaches courses in law, financial analysis, and accounting. He was a member of the team that created UCSB's Strategic Business Program in 2012. The program helps accounting students earn the additional professional development units required by the state of California for CPA certification. Kulper practiced for many years as a CPA and attorney and is the president of the CPA/Law Society of Santa Barbara and Ventura counties.


Cherry Bekaert LLP, one of the largest accounting and consulting firms in the United States, has announced that Sheila Ahler, a partner with the firm, has joined the REAL Professionals Network, an invitation-only, private network of experienced real estate and development professionals who are transforming the way the industry does business. REAL Professionals Network provides value to its members by helping them create and expand relationships that lead to new business opportunities through meetings, networking events and conferences. 

Ahler serves as Cherry Bekaert LLP's client development partner. Utilizing her thirty years of experience as a certified public accountant, she provides proactive assurance and consultation services to growing businesses and successful individuals, with a particular emphasis on the real estate and construction industries.


Cherry Bekaert LLP has announced that Scott McKay, partner with the firm, will serve as the moderator for North Carolina Technology Association's (NCTA) Emerging Tech & Trends panel discussion on compliance with the Committee of Sponsoring Organizations of the Treadway Commission (COSO). The event is scheduled for Wednesday, August 21 from 8:30 a.m. to 11:00 a.m. at NCTA's Research Triangle Park headquarters located at 12 Davis Drive. 

The panel will feature representatives from companies that have implemented COSO within their financial and IT systems controls framework. Each panelist will discuss why they made that decision and how it has impacted their business.

Panelists scheduled to appear include:

  • Matt Cleaver, senior director of financial planning, Extreme Networks
  • Rick Chilton, director and chief information security officer, BlueCross and BlueShield of NC
  • Prem Ranganath, director of IT and head of Infosario excellence and assurance, Quintiles

As a partner of Cherry Bekaert's Raleigh office and the national leader of Cherry Bekaert's Risk Advisory Services Group. McKay recently served a member of the AICPA Internal Control Task Force on the new 2013 COSO Internal Control-Integrated Framework (released May 2013), where he, along with other members, helped the task force provide comment letter feedback on the new framework to COSO. McKay will be able to bring key insights on the new COSO and, in particular, its increased focus on information technology.


Cloud9 Real Time, a leader in innovative Cloud computing services for SMBs, has been recognized as one of America's fastest growing private technology companies by Inc. magazine in its thirty-second annual award. Started in 1982, the Inc. 5000 is a prestigious list of the nation's most successful private companies and has become the hallmark of entrepreneurial success. 

Cloud9 was awarded number fifty-seven in the list of Top IT Service Companies and number nine out of all businesses in San Diego, California. A complete list of all companies awarded can be found at 

The 2013 Inc. 5000 list is ranked according to percentage revenue growth when comparing 2009 to 2012. To qualify, companies must have been founded and generating revenue by March 31, 2009. Additionally, they had to be US-based, privately held, for profit, and independent (not subsidiaries or divisions of other companies) as of December 31, 2012. The minimum revenue required for 2009 is $100,000; the minimum for 2010 is $2 million. 

Cloud hosting providers are an increasingly popular solution for SMBs that need anytime, anywhere access to their applications and data. Users can log in from any device with Internet connection, anywhere in the world at any time. Moving to the Cloud also saves the business money by reducing the cost of IT labor hours and investment in hardware infrastructure as well as software licensing, backups, and maintenance. 


CohnReznick LLP, the eleventh largest accounting, tax, and advisory firm in the United States, was recently named among the 2013 Best Places to Work in Los Angeles by Best Companies Group and the Los Angeles Business Journal. The 2013 Best Places to Work in Los Angeles list is made up of 100 companies. CohnReznick is ranked nineteenth in the Large Company Category.

The recognition is based on a survey and awards program that is designed to identify, recognize, and honor the best places of employment in Los Angeles, benefiting the county's economy, its workforce, and its businesses. The surveys, completed anonymously and confidentially, addressed employees' views and satisfaction of firm initiatives, such as workplace policies, philosophy, employee experience, work environment, flexibility in schedule, one-on-one mentoring, firm health care benefits, and employee perks.

CohnReznick received the honor at an awards ceremony held on August 21 and will be recognized in a special supplement in the Los Angeles Business Journal on August 26.

Earlier this month, the firm's West Los Angeles and Century City offices completed a move to one shared office at 1900 Avenue of the Stars. The space is located in the heart of Century City close to shopping and dining and offers numerous shared work areas designed to promote teambuilding and encourage client team collaboration.


CPAmerica International announces that Kelly Crandall, of HBL CPAs, and Tracee Buethner, of Widmer Roel PC, will be the incoming chair and vice chair for the 2014 Accounting and Auditing Conference in New Orleans.

As part of a member-driven association, the chair and vice chair have a large role in leading the Accounting and Auditing Executive Committee in the planning of the agenda for the 2014 conference. As chair and vice chair, they are responsible for facilitating the committee calls and participating in planning calls to drive the content of the agenda. They will serve a one-year term that expires June 2014.

Crandall joined HBL CPAs as an audit manager in 2001 and specializes in audit engagements with an emphasis in not-for-profit organizations. She also prepares tax returns and provides controllership services. Crandall's two decades in accounting have included positions in industry as well as public accounting firms. HBL CPAs is an independent CPA firm in Southern Arizona dedicated to serving the needs of individuals and privately held businesses since 1973.

Buethner, as the audit manager for her firm, has extensive experience in supervising engagements, performing audits, and providing accounting and consulting services to a wide range of clients. Buethner has previously worked with regional accounting firms and worked as a manager in the internal audit department of a publicly traded company. Widmer Roel PC is an independent CPA firm in North Dakota that believes in providing proactive and innovate services tailored to the needs of its clients.


CPAConnect, a companion association of CPAmerica International, welcomes a new member to the accounting association. Grapeson M. Wilson, CPA, joined CPAConnect this summer.

CPAConnect has over 200 members and is comprised of select sole practitioners and independent certified public accounting firms. CPAConnect was founded in 1994 on the central belief that, by coming together as members, each firm could improve its performance, grow, and become more prosperous.

As a sole practitioner, Wilson runs a successful firm that he has dedicated to take to the next level. In joining CPAConnect, he will gain access to other members, preferred providers, and tools to help him reach his goals.

Located in Houston, Texas, Wilson's client base is largely made up of emerging professionals who are looking for a technologically savvy accountant. Wilson offers accounting, bookkeeping, federal and state income tax services, payroll services, retirement planning, and much more. With more than ten years of experience, Wilson is also a Chartered Global Management Accountant (CGMA).


In a move that further strengthens Deloitte's leadership position in tax technology consulting services, Deloitte announced a strategic alliance with Vertex Inc. to bring to the market the synergies between Vertex's industry-leading indirect tax software products and emerging income tax and data management solutions with Deloitte's tax services. The formal alliance is Vertex's first among the Big Four professional services organizations for their full suite of tax software solutions and positions Deloitte as a preferred associate of Vertex.

Vertex's wide range of offerings and latest technology aligns with Deloitte's areas of specialization, enabling organizations to strengthen end-to-end delivery capabilities for a diverse array of clients. The alliance also allows Deloitte to demonstrate Vertex's capabilities for clients utilizing the Deloitte Tax Nerve Center, a Cloud-computing environment, before key investment decisions are made. 

Vertex's global tax technology products offer a variety of tools to meet corporate tax challenges in both direct and indirect tax types. Vertex Enterprise is the latest addition to their suite of solutions. Vertex Enterprise is a breakthrough solution designed to impact the entire tax lifecycle - from provision to audits, planning, and compliance - by solving the data management challenges faced by tax professionals and enabling them to drive better business decisions across the organization. 

Deloitte has worked with Vertex over many years, involving several of Vertex's larger and more complex software and product implementations. Through the expansion of this strategic alliance, the two organizations will bring to market certain tax technology products, services, and innovations to further the evolution of today's tax processes and tax departments.


Foundation Financial Group has made the Inc. magazine's Inc. 5000 list of fastest-growing private companies in America for the third year in a row. Inc.'s exclusive list recognizes companies that are industry leaders in generating jobs and revenue. 

Foundation Financial Group's sustained growth has earned the corporation a spot on the Inc. 5000 for three consecutive years. An organic, national growth strategy has guided FFG's corporate development. This year, Foundation Financial has launched retail branch offices in Chattanooga, Tennessee, and Lansing, Michigan, and is in the process of opening a retail branch office in California. Boyer attributes FFG's success to every hardworking employee who brings Best in Class customer service to each new location.

Inc. magazine's lists have celebrated the innovation, commitment, and hard work required to channel the entrepreneurial spirit into successful corporations since 1981. Initially, the Inc. list only reported the 100 fastest-growing privately held companies. As the private business sector grew, so did Inc.'s coverage, acknowledging the top 500 and the top 5000 privately held US companies. A broader scope allows Inc. to provide readers with a deeper understanding of the entrepreneurial landscape. Household names like Microsoft, Zappos, Clif Bar, and Jamba Juice have received Inc. recognition for their impressive growth. 

Details about the Inc. 5000 and a complete list of 2013 honorees are available at


Grant Thornton LLP named Andy Tarquinio as partner in charge of the firm's Melville Tax practice effective August 1. 

Tarquinio, who is transitioning from the firm's Midtown office, will work closely with the New York leadership team to provide distinctive client service and expand the scope of the Melville office's service offerings. Tarquinio has been a partner with the firm for thirteen years and has extensive experience serving public and privately held companies. He has provided tax compliance and consulting services in a variety of industries, including manufacturing, retail, distribution, technology, service, real estate, and solar energy.

He is a certified public accountant in New York and received a bachelor's degree in accounting from the University of Massachusetts at Amherst.


The certified public accounting firm of Katz, Sapper & Miller LLP has been named to INSIDE Public Accounting's (IPA) Best of the Best Firms list for 2013. Katz, Sapper & Miller was one of fifty firms selected among hundreds that participated in the IPA's twenty-third annual survey and analysis of accounting firms. Firms are judged on their overall superior performance, which is based on more than seventy criteria.

This year's Best of the Best firms range in size from $5.6 million to $418 million and represent all regions of the country. Katz, Sapper & Miller is the only Indiana-based firm to receive this year's recognition. According to IPA, these honorees are well-managed and well-executed examples of how firms can succeed given any economic condition.


The 2014 Special Olympics USA Games announced KPMG LLP, the audit, tax, and advisory firm, has signed on as a Founding Partner of the 2014 USA Games and will be the presenting sponsor of the games' golf competition, which will be held at Mercer Oaks in West Windsor, New Jersey. KPMG has renewed its commitment to Special Olympics North America as presenting sponsor of the 2013 Golf Invitational at the Stockton Seaview Resort in Galloway, New Jersey, on October 17-20. As part of KPMG's partnership, KPMG will also support the Special Olympics Team USA Golfers who will be attending the 2015 Special Olympics World Summer Games in Los Angeles.

Nearly 3,500 athletes will travel to New Jersey for the 2014 Special Olympics USA Games to compete in sixteen Olympic-style team and individual sports, with the support of 1,000 coaches, 10,000 volunteers, and an anticipated 70,000 spectators. The 2014 USA Games will celebrate the Special Olympics movement, promote the ideals of acceptance and inclusion through sport, and showcase the abilities of athletes with intellectual disabilities. The 2014 USA Games will be staged throughout Mercer County, New Jersey, including competitions at Princeton University, Rider University, The College of New Jersey, and Mercer County Park, with the opening ceremony taking place at the Prudential Center in Newark. The golf competition will be held at Mercer Oaks Golf Club, part of Mercer County Park Commission, which offers two championship courses built in traditional style with tree lined fairways, ample bunkers and challenging greens.

KPMG will also be the presenting sponsor of 2013 Special Olympics North America Golf Invitational taking place October 17-20 at the Stockton Seaview Resort in Galloway, New Jersey. Over 200 athletes and 50 coaches will compete at the only golf and spa resort on the New Jersey Shore. KPMG has been the presenting sponsor for the North America Golf Invitational since 2009 and was also a sponsor of the 2010 Special Olympics National Games in Nebraska.


Lattimore Black Morgan & Cain, PC (LBMC) and the LBMC Family of Companies, one of the Southeast's largest accounting and business consulting firms, proudly announce four promotions in the tax and audit departments.

Josh Moore, CPA, is now a manager in LBMC Tax Services. Moore has diversified experience with a variety of industries and has vast experience in providing tax services with an emphasis on manufacturing and distribution, real estate, mergers, acquisitions, dispositions, and venture capital and investments. He has worked extensively with closely held companies as well as international and multistate consolidated corporations and pass-through entities, providing tax planning and compliance services. Moore graduated from the University of Tennessee at Chattanooga with both a Master of Accountancy and a bachelor's degree in business administration. 

LBMC also announces three key staff members have been promoted to senior in the Audit Department: Jeremy Ball, Andrew Ebersole, and Josh Lee

Ball is a graduate if the University of Tennessee, Chattanooga with both a Master of Accountancy and a Bachelor of Science in Business Administration. His experience includes working on audits, reviews, and compilations of both private and public companies in a variety of industries as well as internal audit support services.

Ebersole works with private companies providing a wide range of services, including audits of financial statements and retirement plans as well as reviews and compilations. He is a graduate of the University of Tennessee- Chattanooga with a Bachelor of Science in Accounting.

Lee, a CPA, is a graduate of the University of Tennessee, Chattanooga and has experience with annual reporting requirements for a variety of private and nonprofit companies as well as Sarbanes-Oxley compliance and audits of benefit plans. He has a degree in business administration with an accounting focus.


LBMC and the LBMC Family of Companies also announced the naming of Mark Burnette, CPA, CISSP, CISM, CISA, CRISC, CGEIT, ITIL, QSA, as a partner in the LBMC Security & Risk Services Division. LBMC Security and Risk Services provides a wide range of services, including compliance, security consulting services, and managed security services for organizations of all sizes.

Burnette has seventeen years of experience in information security and risk management. His background includes extensive experience in security program strategy and development, regulatory compliance, security policies and procedures, risk assessment and management, penetration testing, and security function design, development, and staffing. During his career, he has served as the global practice leader for a national information security consulting company, has built and led information security functions for two major publicly traded corporations, and worked for several years in leadership roles with two of the Big Four accounting firms, where he specialized in developing, implementing, assessing, and securing information technology solutions for companies in the health care, retail, manufacturing, banking, and insurance industries.

Burnette has earned multiple awards for security leadership and excellence during his career, including being distinguished as an Information Systems Security Association (ISSA) Fellow. The Fellow award is a very prestigious honor, which has only been granted to the top 2 percent of ISSA security professionals worldwide. The honor is presented by the ISSA Fellow Program for distinguished accomplishments and advancements in the field of information security, leadership, and future service to the association and profession.


Lewis & Knopf, CPAs, PC, is pleased to announce the addition of Shavonn Pittman, CPA, CIA, and Stephanie Kraus, CFE, to its professional staff. 

As an audit manager, Pittman specializes in providing auditing and consulting services for the firm's clients. In particular, she plans, performs, and supervises audit engagements. Pittman assists a wide array of clients, including governmental entities, school districts, and nonprofit organizations. Pittman graduated from the University of Michigan-Dearborn with a Bachelor of Business Administration in Financial Accounting and Reporting. 

Kraus, a senior staff accountant in the audit department, provides comprehensive audit services to school districts and nonprofit organizations. She also has experience in conducting audits in compliance with OMB Circular A-133, tribal governments and casinos, and low-income housing projects. She received her Master of Science in Accounting from the University of Phoenix and her Bachelor of Arts in Accounting from Michigan State University. 


MayerMeinberg LLP welcomes Michelle Dannenfelser as the firm's new senior staff accountant. Dannenfelser joins MayerMeinberg with her CPA license and five years of Big Four experience in accounting. Her responsibilities at MayerMeinberg will be focused in the area of tax. 

Dannenfelser was previously a tax senior at Deloitte. Her educational background includes a BBA in public accounting from Pace University and an MS in taxation from CUNY Baruch.


Sandra Sarria, CPA, has been promoted to director in the Tax and Accounting Department of nationally recognized public accounting firm Morrison, Brown, Argiz & Farra, LLC (MBAF). Sarria previously served as a senior manager in the firm's Tax and Accounting Department. The announcement was made by Tony Argiz, chairman and CEO of MBAF.

Sarria has more than twelve years of experience in the public accounting profession and specializes in various aspects of tax services, including managing inbound and outbound taxation for domestic and international clients, tax research and technical issues, and managing the preparation of state and federal returns. She is knowledgeable in various industries, including health care, high-net-worth individuals, professional services firms, real estate, shipping, telecommunications, and wholesale/distribution. Sarria attended Florida International University where she earned both a Bachelor of Science in Accounting and a Master of Science in Taxation.


Ana del Cerro-Fals, CPA, in the Tax and Accounting Department of nationally recognized public accounting firm Morrison, Brown, Argiz & Farra, LLC (MBAF)has been promoted to director. She previously served as a senior manager in the firm's Tax and Accounting Department. The announcement was made by Tony Argiz, Chairman and CEO of MBAF.

As a director, del Cerro-Fals specializes in the taxation of financial institutions, including foreign investment in the United States and investment abroad, as well as providing tax services to national and international public and privately held companies and resident and non-resident individuals. Del Cerro-Fals attended the University of Miami, where she earned both a Bachelor of Business Administration in Accounting and a Master of Science in Taxation.


The Rosenberg Associates announced the launch of its new, custom-designed, interactive website after several months of development. 


Rosen Seymour Shapss Martin & Company LLP (RSSM), certified public accountants and probability consultants, is pleased to announce the following promotions.

Promoted to Manager 

  • Diana Lugara
  • Heather Merklinger
  • Scott Stern, CPA

Promoted to Supervisor

  • Max Aronov
  • Sharon Siegel, CPA, CFP
  • Brian Sosa
  • Scott White
  • Evelina Teytelman

Promoted to Senior

  • Pamela Fischer
  • Christopher Veros

Promoted to Semi-Senior

  • Izabela Drapala
  • Justin Francis, CPA
  • Anthony Glover
  • Isaac Hedaya
  • Tatsiana Martynava
  • Erica Volpe

Promoted to Experience Assistants

  • Michael Agarunov
  • Alex Berkovich
  • Nina Kulikovska
  • Brian Rosenberg


RubinBrownrecently named Brandi Lawyer, CPA, Mark Ommen, CPA, and Stacy Peter, CPA, managers in its Assurance Services Group. John Herber, CPA, managing partner, made the announcement.

With nearly a decade of experience, Lawyer serves clients in a variety of industries, including colleges and universities, not-for-profit, public sector, and real estate. She previously served as an audit senior at a firm in Memphis. She received her bachelor's degree from the University of Memphis and her master's degree from Union University in Jackson, Tennessee. 

Ommen serves as a manager in the Manufacturing and Distribution, SEC, and Hospitality services groups. In his new role, Ommen will provide financial audits, business performance analysis, and SEC registration and filing services to clients. He received his bachelor's degree in accounting and master's in business administration from Missouri State University.

Peter serves as a manger in RubinBrown's Contractors, Manufacturing and Distribution, and Not-for-Profit Services Group primarily providing clients with risk-based audit planning and business performance analysis services. She is a graduate of Truman State University.


RubinBrown also promoted Mindy Krueger, CPA, and Jason Stalberger, CPA, to manager in its Tax Services Group. 

In addition to the Tax Services Group, Krueger serves as a manager in RubinBrown's Construction and Not-For-Profit Services groups providing tax consulting and compliance services. She is a graduate of Truman State University.

Stalberger provides tax services to clients in several industries, but primarily works with those in manufacturing and distribution and cable and television communications. He is a graduate of Southern Illinois University - Carbondale. 


Ryan, a leading global tax services firm, announced that the firm was named the 2013 International Business Awards Company of the Year in the Accounting, Banking, and Financial Services category. Nicknamed the Stevie Awards from the Greek word "crowned", this International Business Awards program started ten years ago to honor companies that achieve outstanding performance worldwide. Ryan is one of seventy Gold Stevie Award winners in its respective industry and performance categories from the United States, South Korea, Turkey, United Kingdom, Spain, Canada, China, Australia, Singapore, Philippines, and United Arab Emirates. Gold Stevie winners were selected from more than 3,300 nominations received from organizations in more than fifty nations.

Many factors contributed to this prestigious honor, including Ryan's successful implementation of an internationally recognized flexible work environment, called myRyan, which changed the measurement of work performance from hours worked to results achieved. This initiative has delivered tremendous dividends for the firm, its clients, and its employees. For example, Ryan has dramatically improved employee retention and satisfaction, while demonstrating solid year-over-year revenue growth. The firm grew revenues 51 percent last year alone. Most importantly, Ryan employees have achieved the highest client satisfaction ratings in the history of the Firm and became the first company ever to achieve the prestigious International Customer Service Standard Gold Certification from the Customer Service Institute of America. This exclusive, three-year certification is the result of an extensive review of Ryan's client service and quality management processes, and it independently validates a new international standard of client service excellence set by the firm.


SmartVault, a leading provider of SaaS online document storage and secure file sharing solutions, announced the appointment of Rick Pharr, a veteran of the software industry, as chief operating officer (COO). In his new role as COO, Pharr's primary objective is to ensure the overall success of customers during all phases of their engagement with SmartVault. He will oversee customer-facing business operations, including sales, training, and support for SmartVault. With a laser focus on customer success and satisfaction, he brings over fifteen years of experience in the software and software-as-a-service (SaaS) technology industry, including leadership positions in both small start-ups and large public companies. 

Prior to joining SmartVault, Pharr was the vice president of Customer Enablement and Information Technology for Seismic Micro-Technology (SMT), a market leader in seismic interpretation software. Prior to SMT, he oversaw the Enterprise Security Management and Control Compliance Suite support functions for Symantec Corporation and led various R&D functions, facilities, global support, and I.T. groups for BindView Corporation. He also led the successful creation of a multilevel support offering, 24/7 support operation, and self-service client portal website.



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