Company Announcements: Week of September 9, 2013

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Phillip Cook has joined A.T. LOCKE, a business providing accounting services, business analysis, and financial and strategic guidance to emerging and midsized organizations, as a client services coordinator on the firm's rapidly growing team.

Cook will work with A.T. LOCKE's leadership to support all of the firm's clients across the Upstate and Midlands from the firm's Greenville headquarters. Prior to joining A.T. LOCKE, he served for two decades with Liberty Life Insurance and its successor companies in project management and operational management capacities. While at Liberty, his responsibilities included call center management, agency administration, training, information technology initiatives, new product development/implementation, and regulatory compliance assignments. A native and current resident of Clinton, South Carolina, Cook holds a BS in business administration from Erskine College.


The CPA Practice Advisor selected four young CCH leaders for its annual "40 under 40" list. CCH, part of Wolters Kluwer, is a leading provider of tax, accounting, and audit information, software, and services.

Robert Baumann, chief architect for Shared Platform and Common Components, and Srinivasu Maradana, Software Development senior manager, were both named to the list for the second straight year. New CCH honorees for 2013 are Cory Barwick, technical product manager for Corporate Indirect Tax Solutions, and Cathy Rowe, design manager.

Click here to read the full article",40 Trailblazers Who Are Changing the Accounting Profession." 


Jill Jacobs joined Citrin Cooperman as chief marketing officer in the New York City office. Jacobs brings more than twenty years of experience in professional services and will lead the marketing and practice growth initiatives for the firm's five offices. 

Prior to joining Citrin Cooperman, Jacobs was the marketing director at Berdon LLP, an accounting firm in New York, where she developed strategic marketing plans for a variety of niche specialties, oversaw communications, and managed the business development area. Previously, she was an international marketing consultant, guiding clients in expanding their business globally. Jacobs sits on the advisory board of the Association for Accounting Marketing Metro NY Chapter and is active in several community organizations, including Step Up Women's Network. She holds an MBA in international management from the Thunderbird School of Global Management and a BA in political science and Spanish from Binghamton University. 


Foundation Financial Group (FFG) announced the promotion of Ronald Hurt to division general manager. In his new role, Hurt will oversee several sales units at FFG's Raleigh Regional Sales Center.

Since he started at FFG, Hurt has been promoted four times in four years. He started in an entry-level marketing position and began taking advantage of FFG's interactive training programs to advance his career. Within six months, Hurt received his first promotion and became a member of FFG's management team.

FFG employees are recognized for outstanding work, and top performers at each position are given corporate awards. Excellence in sales leadership and management is rewarded with the company's prestigious Cornerstone Award, and Hurt has received seven awards during his FFG career. When Hurt is not at work, he active in his community, volunteering with Habitat for Humanity and the North Carolina Food Bank. Hurt participated in Raleigh's 2013 Susan G. Komen Race for the Cure alongside his FFG coworkers.


Gettry Marcus CPA, P.C. is pleased to announce the addition of Robert Thee and Jill Scher to the firm's tax services group. Thee and Scher each bring a breadth of experience to further strengthen Gettry Marcus' premier tax team.

Thee has been in tax practice for over thirty years, working extensively in consulting and compliance for closely held businesses and their owners. He has serviced clients involved in a broad range of industries, including wholesalers, manufacturers, retailers, and financial service companies, as well as high net-worth individuals, estates, and trusts. Thee holds a BBA in accounting and an MS in taxation from Baruch.

Scher brings over fifteen years of public and private accounting experience. She has worked with a diverse client base of midsize businesses in various industries, including fashion, pharmaceutical, green energy, and publishing. In addition, Scher's areas of expertise include tax compliance, tax consulting, transaction structuring, and tax representation. Scher holds a BS in accounting and an MS in taxation, both from the State University of New York at Albany.


Grant Thornton LLP has acquired the Oracle consulting business of MarketSphere LLC, a Kansas City, Missouri–based business consulting firm. The acquisition, effective September 1, expands Grant Thornton's Technology Solutions practice, which is part of the firm's Business Advisory Services. 

The acquisition brings to Grant Thornton more than 160 consultants who provide high-quality business process and technology consulting services to a wide range of midmarket and dynamic organizations across the United States. The unit's industry-leading team joins Grant Thornton's talented group of Advisory Services professionals, who focus on providing independent advice to public, private, and not-for-profit organizations in areas such as business consulting, mergers and acquisitions, forensics, valuation, restructuring, and risk and controls. The Grant Thornton team advises on complying with changing legislation, managing risk, containing costs, leveraging technology investments, streamlining business processes, and identifying strategic transaction opportunities. 

As a Platinum-level member of Oracle® PartnerNetwork and an Oracle Accelerate solution provider, the MarketSphere Oracle Solutions unit has hands-on product expertise, deep functional knowledge, and integrated technical skills across Oracle's Enterprise Resource Planning, Human Capital Management, Enterprise Performance Management, and Business Intelligence product suites. The business unit addresses a broad range of process, technology, and organizational needs within the finance, human resources, and supply chain functions, with specialization in strategic business performance, technology integration, and enterprise transformation initiatives. It was awarded the 2012 Oracle Excellence Award for Business Intelligence and Data Warehousing and the 2012 Oracle Fusion Middleware Innovation Award for Business Analytics.

MarketSphere will continue to operate its market-leading Unclaimed Property and Marketing Operations practices.


Gross, Mendelsohn & Associates is ranked number 168 on INSIDE Public Accounting's (IPA) 200, a list of the largest CPA firms in the country. The firm was also named to IPA's 200 Fastest-Growing, a list of the fastest-growing firms in the country.

Gross Mendelsohn is a Baltimore-based CPA and consulting firm serving the complete financial needs of privately-held businesses, nonprofit organizations, and families in the Mid-Atlantic region. 


The certified public accounting and advisory firm of Louis T. Roth & Co. is pleased to announce the addition of Kimberly Kennedy.

Kennedy joins Louis T. Roth & Co. as a staff accountant. She graduated as an honor scholar in 2013 from the University of Louisville with bachelor's degrees in accounting and music with a specialization in saxophone. 


Atlanta based CPA firm Moore Colson recently announced it has been named one of INSIDE Public Accounting's Best of the Best Firms in America for 2013.

INSIDE Public Accounting's (IPA) annual Best of the Best recognition honors only fifty firms in America based on their superior performance on more than seventy IPA criteria. This year, over 500 CPA firms across the country participated in the twenty-third IPA Annual Survey and Analysis of Firms. The IPA Best of the Best Top 50 CPA Firms demonstrate long-term consistency, exceptional performance and client service, a commitment to firm-wide training, unique benefits for both staff and clients, and specialized client focus.

IPA Best of the Best Firms represents the pinnacle of high-performing accounting firms in the United States, and Moore Colson demonstrated the right combination of vision, planning, training, and execution to be a part of this elite group. 

The 2013 IPA Best of the Best Firms range in size and geographic location – the largest firm to make the list is $418 million and the smallest, at $5.6 million.


Moore Colson continues its highly successful international employee exchange program with United Kingdom accounting and consulting firm HURST. This year, Moore Colson will host HURST Audit Senior Adam Stirling. Also, as part of the exchange, Moore Colson will send Business Assurance Senior Associate Brad Parker to HURST during the same time period this fall. Moore Colson and HURST are independent member firms in PrimeGlobal, one of the world's largest international associations of accounting firms. Moore Colson is a full-service firm located in Atlanta, Georgia. HURST is a leading business advisory and accounting firm located in the North West of England, with offices in Stockport, Manchester, and London.

Stirling will work with Moore Colson's Business Assurance Practice from September 9 through October 18. He has worked for HURST over the past six years and was qualified as a Chartered Accountant in December 2010. In the United Kingdom, one is required to complete a three-year training contract to join the ICAEW (Institute of Chartered Accountants in England and Wales). Adam also holds a Bachelor of Science in Finance and Accounting (University of Salford, 2008). At HURST, Adam is responsible for external audits, preparation of statutory accounts, preparation of corporation tax computations as part of external audits, charity external audits, and highly regulated "financial conduct authority" audits. 

In 2005, the initial stages of the exchange were discussed and preparation of what would turn out to be a brilliantly successful program began. Throughout the years, both Moore Colson and HURST firm leaders and associates have traveled recurrently to each other's firms, enabling this ongoing program to further develop and flourish - not only for the benefit of the exchange employees and both firms, but mutual clients in both countries as well. By sharing resources and actual hands-on business experiences, we gain a better understanding of our clients' business objectives, goals and needs, therefore allowing both firms to connect and serve them more accurately and at a much higher level while also broadening international reach.

Parker has been selected to represent Moore Colson in the exchange program and will also visit HURST this fall. As a senior associate in Moore Colson's Business Assurance Practice, Parker works with financial audits and reviews, in addition to participating in Sarbanes-Oxley (SOX) compliance projects. Parker is a graduate of Samford University and served as an intern with Moore Colson during the summer of 2008. 


Steven Morrison, CPA, has been promoted to director in the Audit Department of nationally recognized public accounting firm Morrison, Brown, Argiz & Farra, LLC (MBAF). Based in MBAF's Miami office, Morrison previously served as a senior manager in the firm's Audit Department. The announcement was made by Tony Argiz, Chairman and CEO of MBAF.

As a director, his responsibilities include the planning and execution of audits as well as advising engagement teams on accounting and auditing matters. Morrison has experience in a variety of industries, including automotive dealerships, employee benefits plans, freight forwarding/mail courier, mortgage lending, nonprofit, retail, telecommunications, and wholesale/distribution.

Morrison currently serves as chair of the FICPA's Accounting Principles and Auditing Standards Committee. He also served on the 2013 AICPA National Advanced Accounting and Auditing Technical Symposium (NAAATS) Steering Committee and was a conference speaker on the subject of Equity Method Accounting and Auditing Issues. Morrison attended the University of Florida where he earned both a Bachelor of Science in Accounting and a Master of Arts in Real Estate. He also earned a Master of Accounting degree from Florida Atlantic University.


Payroll Vault, a leading Cloud-based payroll service provider, announced its first annual franchisee conference to take place at the Inverness Hotel in Englewood, Colorado. The conference serves as an education forum where Payroll Vault franchisees from across the country can gather to exchange ideas, participate in workshops, and learn through peer-to-peer interaction.

Payroll Vault has enjoyed a successful first year, selling eleven franchisees in seven states. To date, there are also several franchisees at various stages of the onboarding process. A Payroll Vault franchise offers prospective owners an opportunity to tap into the lucrative payroll revenue stream, without having to build a practice from scratch. Manning estimated that the cost to build a payroll practice from the ground up costs well over $100,000 dollars and requires a business planning commitment of more than 1,300 hours. The Payroll Vault franchise fee is far less than the estimated cost to launch a payroll business solely.

The first annual Payroll Vault conference will run September 22-24, 2013.


Tanner LLC is proud to announce that it has been named to INSIDE Public Accounting's Best of the Best Firms list for 2013. 

INSIDE Public Accounting's (IPA's) annual Best of the Best recognition honors fifty CPA firms across the country for their overall superior performance on more than seventy IPA criteria. Tanner's combination of planning, strategy, and execution distinguished itself from among more than 500 firms that participated in the twenty-third IPA Annual Survey and Analysis of Firms.

Tanner was recognized for exceptional client service, successful performance outcomes, commitment to ongoing training, unique benefits, and services for both clients and staff. 

The top 50 firms derive from all sizes and are geographically dispersed across the United States. The largest firm to make the list has billings of $418 million and the smallest at $5.6 million. Tanner will be recognized in the September issue of IPA.



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