Welcome to the Circles

Please say hello to the following new faces at the Circles this summer:

Anchin Block & Anchin LLP
New York, New Jersey & Connecticut
Udi Sadan
BTC 4

With 50 Partners and a staff of 350, Anchin, Block & Anchin LLP is recognized as one of the largest and fastest-growing firms in the country. The firm serves middle-market companies in all of the major industries represented in New York, New Jersey and Connecticut.

Baker, Peterson & Franklin LLP
Fresno, CA
Craig Travis
BTC 7

To describe his firm, Craig Travis, cites a quote from the book Good to Great, by Jim Collins. “We want to be pioneers in the application of carefully selected technologies and avoid technology fads and bandwagons. We want to use technology as an accelerator of our momentum.”

Concannon, Miller & Co.
Pennsylvania, Florida
Matthew Vassallo
BTC 1

Concannon, Miller & Co. has been a trusted advisor since 1925, evolving into its current structure and one of the most trusted names in the industry. The firm exceeds the expectations of compliance and is trusted for its knowledge and understanding essential in a business partner. The firms’ skilled advisors work in trained teams to offer clients a 360-degree outlook that sees not just numbers, but value and ideas.

Cowan, Bolduc, Doherty & Company LLC
North Andover, MA
Stephen Doherty
BTC 3

Cowan, Bolduc, Doherty & Company LLC, believes in providing proactive, creative solutions to meet its clients’ challenges. CBD offers a variety of accounting and consulting services to help clients see an accurate financial picture. From tax planning and audits to strategic planning, each service is personalized for each client’s specific needs.

Edwards, Platt, Raulerson, Coakley & Company
Plant City, FL
Randy Platt
BTC 3

Edwards, Platt, Raulerson, Coakley & Company, CPA’s PA (EPRC) is located in Plant City, FL. Founded in 1922, EPRC currently has three partners, three non-partner CPAs, along with a support staff of 12 staff memebers. EPRC provides a broad range of services including accounting, tax, and consulting.

Fuoco Group LLP
New York, Florida
Joe Manzelli
BTC 7

The Fuoco Group has grown rapidly to become one of its region’s leading accounting and consulting organizations, and the firm is committed to continued growth and expansion of resources. The Fuoco Group is a member of GMN Enterprise Network, a global alliance of 110 firms in 40 countries. GMN Enterprise firms work together to serve clients through collaboration and information sharing on the latest technical developments in local, national and international markets.

Ginsberg Gluzman Fage & Levitz, LLP
David Mirsky
Ottawa, ON
BTC 2

Ginsberg Gluzman Fage & Levitz, LLP, Chartered Accountants, has been helping businesses navigate and chart the complex waters of business for more than 60 years. As a successful, locally owned business, GGF&L understands the challenges that its neighbors face—from making effective business decisions to maximizing net worth. In recent years, GGF&L has grown into one of the largest, locally controlled accounting firms in the National Capital Region of Ontario, with more than 100 full-time employees. Strong relationships and services with a personal touch help GGF&L’s clients optimize profit and minimize taxes.

Gollob Morgan Peddy & Co., P.C.
Tyler, TX
Tommy Chambers
BTC 5

Since 1982, Gollob Morgan Peddy & Co., P.C. has offered its clients with quality, personalized financial services at a fair price. At GMP&C, personalized service means more than just knowing a client’s name and social security number. It means being accessible when a client needs help, taking time to learn about each business and family, and caring enough to make sure all questions are answered. It's a continued commitment to each client’s satisfaction.

HLB Tautges Redpath, Ltd.
White Bear Lake, MN
Jeremy Schroeder
BTC 2

HLB Tautges Redpath, Ltd. is a 100 percent employee-owned accounting firm. With 100 employees in its Minnesota office, the firm ranks 14th largest among its peers in the area.

Howard Wershbale & Company
Cleveland, OH
Mary Eileen Vitale
BTC 1

Howard, Wershbale & Co.—a consulting firm located in Cleveland, Ohio—serves clients throughout the U.S. With a concentration in privately-held businesses, the firm provides accounting, audit, business advisory, tax, litigation, valuation & forensic accounting, and wealth management services to numerous industries.

J. Baer & Associates
Jackson, MO
Jeffrey Baer
BTC 3

J. Baer & Associates values the development of long term relationships with its clients. Its goal is for all clients to feel like J. Baer & Associates are their partners as well as their accountants.

Johnson, Bruce and Host PLLC
Jackson, MS
Peder Johnson
BTC 3

Johnson, Bruce & Host uses it Big 4 experience to provide high level tax, accounting and financial planning services to the area's largest business and family organizations.

Kafoury Armstrong & Company
Nevada
Kirk Gardner
BTC 8

Since 1941, Kafoury Armstrong & Co., has been helping businesses and individuals reach their full financial potential. From tax returns to estate planning, from business management to business valuation, from audits to litigation support and much more, they’ve earned the trust of thousands of clients. They’re proud to say that they’re Nevada's largest CPA firm with offices located throughout the state and the resources to handle any financial need, great or small.

Kahn, Litwin, Renza & Co., Ltd.
Rhode Island
Lynn Baril
BTC 1

KLR is the largest CPA and business consulting firm in Rhode Island. The 110-person firm serves public and privately held clients throughout the United States.

LCS& Z, LLP
New York
Edward Selig
BTC 5

LCS&Z is an unusual name because they are an unusually dynamic CPA and consulting firm with a national client base. They have mastered the process of merging and acquiring other accounting firms and are continually providing advice and counsel to other CPAs and practitioners in order to elevate the quality of services they provide.

Meara, King & Company
Kansas City, MO
John Meara
BTC 3

Meara, King & Co., a twenty person Kansas City, Missouri CPA firm, provides business valuation, expert witness, accounting, auditing, tax services and technology consulting including Internet and Networking services. Founded in 1977, the firm strives to be the best, not the biggest.

MGandy, LLC
Columbia, MO
Mark Gandy
BTC 3

Mark Gandy is a sole practitioner and a licensed CPA in Missouri. He started his practice in 2001 providing CFO and Controllership services for small to mid-sized businesses in varying industries after a successful career at KPMG Peat Marwick and in private industry. He is now a partner with B2B CFO® providing these same services in Columbia, St. Louis, and Kansas City. His complete bio is listed on the partner page at www.b2bcfo.com.

Murray, Jonson, White & Associates, Ltd. PC.
Falls Church, VA
Oksana Hoey
BTC 3

Murray Jonson & White is a local, northern Virginia firm of four partners and 20+ staff. The firm has two equally important goals: working closely with clients to provide the tax, accounting and auditing services they need and providing a firm where everyone can experience professional growth while allowing for flexibility to create the job and work/life balance that works for them and keeps them challenged and happy.

Naden/Lean, LLC
Timonium, MD
Allan Cohen
BTC 7

Naden/Lean was founded in 1956, and they are known for the strong, personal relationships they establish with both their business and individual clients. Naden/Lean’s standards are reflected in the number of clients who have been with the firm for over 20 years and its full service client retention rate of over 90%. Its expertise, creativity and innovation make it one of the most successful professional service firms in the Maryland area.

Peterson Sullivan PLLC
Seattle, WA
Chris Russell
BTC 8

Peterson Sullivan PLLC, founded in Seattle, has been in practice for over 50 years in the Pacific Northwest. With over sixty skilled professionals, Peterson Sullivan provides expertise in accounting, auditing, comprehensive tax services and business valuation for clients including publicly traded companies, closely-held businesses, non-profits, auto dealerships and individuals throughout the region.

Scherrer Hernandez & Co.
San Juan, PR
Hebe Lugo
BTC 8

Scherrer Hernández & Co. is the second largest and the fastest growing local accounting firm in Puerto Rico. Founded in 2000, by Fernando Scherrer and Gabriel Hernández, today Scherrer Hernández & Co. has four partners and over 90 full time professionals providing services to more than 500 public and private clients. Scherrer Hernández & Co. is a full service accounting and business consulting firm that provides services in the areas of accounting, auditing, tax and business consulting.

Troutt, Beeman & Company PC
Kansas & Missouri
Ivan Beeman
BTC 3

They are a local firm of 13 people who are committed to partnering with clients to address tax, audit and accounting priorities. Troutt, Beeman & Company does not specialize in any particular industry but has a wide variety of closely held business clients and numerous municipal and not-for-profit clients.

Wiss & Company
New Jersey
Don Logan
BTC 8

Founded in 1969, WISS & Company, LLP ranks as one of the top 10 accounting firms in New Jersey, with offices in Livingston, Iselin, Red Bank and New York City. Its reputation has been built by serving its clients across a wide array of industries, ranging from small business and middle market to commercial companies to not-for-profits and government entities. They stand out as a regional leader, combining the personal attention of a small accounting firm – especially partner leavel – with the broad resources and experience of a larger enterprise.