Client Stories

Client Spotlight: Elliott Friedman, Managing Partner, Friedman + Huey

Firm Name: Friedman + Huey

Location: Homewood, IL

# of Offices: 3

# of Partners: 14

# of Employees: 68

Moving in the right direction – as a team! – with strategic planning and accountability.

Shifting demographics and transformative technologies are driving major change in the accounting profession, requiring firms to set priorities, focus energy and resources and...

Client Spotlight: Jane Scaccetti, CPA, MT, PFS, Shareholder & Chief Executive Officer, Drucker & Scaccetti

Firm Name: Drucker & Scaccetti

Location: Philadelphia, PA

# of Offices: 2

# of Partners: 19 (+ 2 partners emeritus)

# of Employees: ~84

Improving efficiency and effectiveness with Lean Six Sigma.

Many organizations, when they start out, develop their processes on the fly. They aren’t the most efficient, but with only five, t...

Client Spotlight: Melanie Woodrick, CPA of GranthamPoole

Firm Name: GranthamPoole

Location: Ridgeland, MS

# of Offices: 2

# of Partners: 12

# of Employees: 80

Imagine starting a new job right out of college. In theory, the tasks you were hired to complete are straightforward, but you have 15 bosses, each of them wants the jobs they give you to be done a different way and their unique requirements aren’t written down anywhere. For ma...

Client Spotlight: Kate Thigpen, Tax Supervisor

Firm Name: Hartmann, Blackmon & Kilgore, PC

Location: Fairhope, AL

# of Offices: 4

# of Partners: 5

# of Employees: ~60

One of the most challenging transitions for emerging leaders to make is the shift from doing to leading. Early in your career peers and partners admire your willingness to “roll up your sleeves” to get a job done. But as responsibilities become more complex, your abili...

Client Spotlight: Kate Krupey

Firm Name: KatzAbosch

Location: Timonium, MD

# of Offices: 3

# of Partners: 22

# of Employees: ~100

Security is a top priority for CPA firms. Your network can be bulletproof to hackers, your data encrypted, your team trained and your physical premises secure today. But tomorrow a new threat will emerge. How can firms stay on top of a constantly evolving security environment?

That’s one of the issues Kate...

Client Spotlight - Jana Cinnamon

Firm Name: Abdo Eick & Meyers LLP

Location: Mankato, MN

# of Offices: 2

# of Partners: ~22

# of Employees: ~160

Rank of Firm: 31

Firms are constantly looking for ways to grow their business, but their biggest asset isn’t technology, strategy, or even their book of business, it’s the people that drive that success.

That understanding is what drew Jana Cinnamon, now COO of Abdo Eick & Meyers LLP, to take...

Client Spotlight - Tom Luken

Firm Name: Sikich LLP

Location: Naperville, IL

# of Offices: 21

# of Partners: 106

# of Employees: 750+

Rank of Firm: 31

Thomas Luken, Partner and Chief Operating Officer of Sikich LLP, has more experience with Lean Six Sigma than your average accountant. Back when he was heading up the tax practice for Kolb+Co, he worked with Dustin Hostetler on a Lean Process Improvement for their business tax returns.


Client Spotlight - Matthew Talley

Firm Name: Group 11 Advisors

Location: Orange, CA

# of Offices: 1

# of Partners: 5

# of Employees: 60

Matthew Talley of Group 11 Advisors never expected to work in the accounting profession. He started his career as a banker after graduating from the entrepreneurship program at USC’s Marshall School of Business.  But during the 2008 economic downturn, Talley noticed that “perfectly good businesses c...

Client Spotlight: Dennis Sherrin

Firm Name: Hartmann, Blackmon & Kilgore

Location: Fairhope, AL

# of Offices:4

# of Partners: 5

# of Employees: 60

For Dennis Sherrin, Managing Shareholder of Hartmann, Blackmon & Kilgore, it’s all about progress, not perfection. Seven years ago, firm leaders recognized they had an issue with employee engagement and wanted to improve training and development. Each year, the firm would compete for Best...


Client Spotlight: Peter Henley, Clark Nuber

Firm Name: Clark Nuber

Location: Bellevue, WA

# of Offices: 1           

# of Partners: 21

# of Employees: 190+

Rank of Firm: “Firm to Watch” by Accounting Today’s 2016 Top 100 Firms

Peter Henley, Chief Information Officer at Clark Nuber, believes in love at first sight. He felt it when he laid eyes on his first spreadsheet. “As soon as I...

Client Spotlight: Kevin Gienger, Boldt Carlisle + Smith

Firm Name: Boldt Carlisle + Smith

Location: Salem, OR

# of Offices: 3

# of Partners: 7

# of Employees: 40

When Boldt Carlisle + Smith went through a merger a few years ago, firm leaders, including Managing Partner Kevin Gienger, were already aware that the firm had a few processes that were not consistent. But Geinger says the merger “shined a big spotlight on how different thi...

Client Spotlight: Randy Nail, HoganTaylor

Firm Name: HoganTaylor LLP

Location: Tulsa, OK

# of Offices: 4

# of Partners: 30

# of Employees: 235

For Randy Nail, CEO of HoganTaylor, core values are not just words on a page of the firm’s website. The firm’s third core value, “Be Dynamic,” means they are constantly watching what is going on in the industry and how technology is changing. Nail says he and the rest of the partners at Hogan...

Client Spotlight: Mark Radetic, MarksNelson

Firm: MarksNelson

Headquarters: Kansas City, MO

No. of Offices: 8

No. of Partners: 20

No. of Employees: 154

When Mark Radetic joined MarksNelson in 2003, the firm had 35 people and no formal education and training program other than the requisite 40 hours of continuing education hours per year. In a little over a decade, the firm grew to 150 people and was competing for talent with other g...

Member Spotlight: Bob Fink of Honkamp Krueger

Firm: Honkamp Krueger

Headquarters: Dubuque, Iowa

No. of Offices: 11

No. of Partners: 33

No. of Employees: 500

Recognizing the value of honest answers and helpful direction from a peer community!

Bob Fink, Partner (previous Director of Information Technology) at Honkamp Krueger, says, “being in IT in an accounting firm can feel like you’re on an island and joining a peer community helps y...

Client Spotlight: Kimberly Bustamante of Wiss & Company LLP

Firm Name: Wiss & Company LLP 

Location: Livingston, NJ 

# of Offices: 3 

# of Partners: 26 

# of Employees: 200 

Kimberly Bustamante of Wiss & Company LLP took an unusual route to her role as Director of Operations. She was hired as an administrative assistant over ten years ago after another admin assistant quit...

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