September 2006
North American Region
Letter from the Chair

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Dear Colleagues,

As I write this last WorldwideLink letter (my term as chair will conclude this Fall), I look out at a North American Region marked by tremendous energy and activity.

We are not a region you can easily stereotype: our 55 member firms include firms with $2 million in revenue and firms with $75 million in revenue.

Some of our firms are experts in hedge funds, others condominium associations; some in private foundations, others in real estate or restaurants; some in health care, others in banking, construction or high technology.

Some firms serve only privately-held companies; some also serve publicly traded companies. Some serve nonprofit associations; others serve government entities.

What characterizes our Region and draws us together (as different as our firms may appear) are our entrepreneurialism, our passion to serve clients well, and our commitment to helping one another.

There is also something extra, something special:
our members genuinely like and respect one another;
we like being together; we like helping one another.
It is hard to know how such camaraderie develops but we know enough to nurture it.

Among the highlights of an active 2006 year:

  • 55 member firms in the USA, Canada, Mexico, and Puerto Rico
  • Canada’s 6 firms actively engaged in a Canadian practice management group; looking to recruit new Canadian members; hosting the AGN World Congress in Montreal next month
  • New member firms in Seattle, Washington; Tampa, Florida; and the state of Wisconsin
  • Over 100 partners from 36 member firms providing a leadership, teaching or resource role to their fellow members in the AGN North American Region.
  • Over 140 partners from 50 firms participating in Advanced Partner Training, in teleconferences and face to face meetings throughout North America
  • 195 (!!) staff members from 26 US firms attending tax and auditing training sessions
  • Regular teleconferences with a specialized focus: international tax; tax exempt organizations; mergers & acquisitions; human resources; information technology; marketing and more. My e-mail this morning announced a tax sharegroup teleconference: “Canadian Business Entering the US Marketplace”
  • A June meeting of 16 IT directors and managers in Austin, Texas
  • An outstanding conference held in Philadelphia last May: 3 days, 121members and 29 guests. In attendance: managing partners; partners working in audit, nonprofit organizations and business valuations
  • A meeting of tax partners from US firms scheduled for October in Las Vegas
  • An invigorated sharegroup of firm administrators and HR managers tackling issues of recruiting and retaining the best people
  • A revived SEC sharegroup, which will support those firms with public company practices
  • A dedicated staff of 5 at AGN Headquarters in Colorado who keep our meetings, teleconferences, trainings, sharegroups and website running at a vigorous pace.

I’m out of breath!

As we head into the Fall, I look forward to seeing members from around the world at the September World Congress in Montreal, Canada.

It has been both a privilege and an enjoyment to serve as Chair of AGN’s North American Region this past year.

May Peace be with you.

Larry Kuechler, CPA
Berger/Lewis Accountancy Corporation
San Jose, CA
lkuechler@bergerlewis.com

 

US member firms using AGN-NA University Audit/Tax staff training programs in record numbers; third session of audit level II staff contemplated for November

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AGN-NA is keeping Hickory Ridge Conference Center in Lisle, Illinois busy this summer and fall with our audit and tax staff training programs.

Audit training
Response was so strong to the recently completed Levels II and III sessions that each Level was expanded to include two sessions occurring simultaneously. Level I scheduled for September 25-27 has already reached the maximum level – 26 – of participants allowed by AuditWatch.

“These numbers are a great testament to AGN-NA members’ commitment to staff retention through development,” Nathalie Champagne, AGN-NA Director of Share/Study Groups, said. Registration for Levels IV and V, to be held later in the Fall, is as strong, she said, noting that this is the strongest participation she’s seen in the staff training programs since she took over its administration in 2003.

Additional demand from members for a third session of Level II is prompting Nathalie to explore the potential for a class in November. Please contact Nathalie if your firm has potential participants for Level II.

Tax training
Levels 1, 2 and 3 are scheduled for October, and November and 39 individuals have already registered for the programs.
Level 1 Tax does not yet have the minimum (15), so if your firm has people for Level 1, and hasn’t registered them, please do so ASAP.

Don’t forget that AGN-NA member Lance Weiss, Shapiro Flom & Company LLC, St. Louis, is instructing Level 3 again this year.

At the request of members, AGN-NA is considering the addition of Level 4 and 5 Tax Staff Training Sessions. Currently AGN, through its arrangement with Surgent McCoy, CPE, LLC, offers Tax Staff Training Levels 1 through 3. Included in preliminary topics for Level 4 & 5.

Level 4: Tax Planning

  1. Top Rainmaking Strategies for the closely-held business
  2. Selected Critical issues for the Estate Planner
  3. Negotiations and Tax Aspects of Buying and Selling a Business

Level 5: Technical Training

  1. Advanced LLC and Partnership Tax Strategies and Issues
  2. Advanced S Corporation Tax Issues
  3. The Best Federal Tax Update Course by Surgent McCoy

Please let us know if your firm is interested in sending participants to Level 4 and Level 5. If we have enough interest, AGN will try to set up these courses for this year. Please email nchampagne@agn.org with the names of each participant for each level.

 

 

AGN-NA Tax/SaLT Sharegroups to meet in October in Las Vegas

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Over 50 AGN-NA tax partners will convene in Las Vegas October 23 at the Red Rock Resort to consider current hot topics, including the following:

  • Pass Thru Entities, presented by Richard Robinson
  • Nexus, Streamlined Sales Tax hot topics, what certain states are up to in audits, litigation that is relevant, and unclaimed property presented by Jordan M. Goodman
  • IC-DISC, presented by US Tax Advantage’s Brian Schwam

And, plenty of time is allotted to the member sharing sessions: attendees discussing how they are handling important issues, including:

  • paperless environment
  • transitioning clients
  • finding new staff, etc
  • any hot issues that anyone is currently dealing with in their practice

Historically this is the most dynamic and exciting part of the meeting.
Gather with your AGN colleagues to learn with and from each other and earn 16 CPE credits in the process!

Registration deadline is September 1, 2006. Don’t delay – registration is open online at www.agn-na.org!

 

 
Sharegroup Activities

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Year-at-a-glance
North American Sharegroups ramping up 2006/2007 activities

July 1 marks the beginning of a new year for AGN-NA’s sharegroups – our most important member participation and information sharing tools.

New Core Team Leaders have stepped up to provide leadership for the most active sharegroups and the CTLs have already teleconferenced to begin planning the sharegroups’ agendas for the year.

“We can always use more good ideas,” Nathalie Champagne, AGN-NA Director of Share/Study groups says, “so, we are happy to have more Core Team Leaders for our sharegroups.” She encourages any member who has an interest in helping to plan sharegroup collaboration efforts and flex their leadership muscles to contact her.

Below is a partial list of sharegroups, their core team leaders and the meeting schedules. If you are a participant in one or more of the sharegroups, please mark your calendars. Please check the “Program & Events” calendar at www.agn-na.org for updates, and the “Sharegroups” section in “Information & Resources” (requires log-in) for more information.

 

A&A Sharegroup
Core Team Leaders
• Lee Ackerman; Brock and Company?CPAs PC
• John Clay, Lanigan, Ryan, Malcolm & Doyle, P.C.
• Suzanne Jacobs; Block, Plant, Eisner, Fiorito & Belak-Berger
• Jay Siegel; Robert R. Redwitz & Co.
• Evan Zuckerman; Bederson &?Company, LLP
Teleconference schedule
3 pm ET / 2 pm CT / 1 pm MT / Noon PT on:
Wednesday, October 4, 2006, Thursday, December 7, 2006, Tuesday, January 23, 2007
Topics: TBD
Plannning to meet face-to-face May 2007 (NARM)


Business Valuation Sharegroup
Core Team Leaders (need more!)
• Marc Bello; Edelstein & Company LLP
• Mike Palazzola; Derderian, Kann, Seyferth & Salucci, P.C.
• Kent Pummel; Clark, Schaefer,?Hackett & Co.
Teleconferences
3 pm ET / 2 pm CT /1 pm MT / Noon PT
Wednesday, September 27, 2006, Thursday, November 16, 2006, Thursday,?January 18, 2007
Potential topics:
• AICPA BV Standards (effective 9/30/06).
• Undivided fractional interest in real estate
• Fair Value accounting
• Forensic topics
• Phelps model (calculating cost of capital)
Planning to meet face-to-face May, 2007 (NARM)


Employee Benefit Plans Audit Sharegroup
Core Team Leaders
• Michelle Buckley; Meaden & Moore, Ltd.
• Lisa Hastings; Faw, Casson & Co., LLP
• James Haubrock; Clark, Schaefer, Hackett & Co.
• Dean Huber; Kernutt Stokes Brandt &?Co. LLP
Teleconferences - TBD
Face-to-face meetings: in conjunction with: Accounting, Auditing & Regulatory Update December 7, 8, 2006 Washington, D.C. and, the National Conference on Employee Benefit Plans, May 21-23, 2007 New Orleans

HR/FA Sharegroup
Core Team Leaders
• Tracey Boehmke; Robert R. Redwitz & Co.
• Jerry Brand; Nykiel, Carlin & Co., Ltd.
• Joyce Carbonneau; Cowan, Bolduc, Doherty & Company, LLC
• Eileen Connor-Costilow, Lumsden McCormick
• Bill Guilbeault, Schenck Business Solutions
• Krista Heys, Clothier & Head
• Ruth Jones, Dana Cole & Co.
• Gail Redmond, James Moore & Co.
• Todd Skelton, Windham Brannon,?P.C., CPAs
• Jennifer Towner, Blue & Co.
• Rick Williams, Sharrard McGee & Co., PA
Teleconferences
3 pm ET / 2 pm CT / 1 pm MT / Noon PT
Tuesday, November 7, 2006, January 9, 2007, May 1, 2007
Topics:
• FLSA and Compensation issues
Potential face-to-face meeting in conjunction with SHRM, June 24-27, 2007, Las Vegas

IT Sharegroup
Core Team Leaders
• Gail Chambers, Windham Brannon,?P.C., CPAs
• Melinda Meinhardt, Nykiel Carlin &?Co., Ltd.
• Les Nettleton, Bourgeois, Bennett, L.L.C.
• Jennifer Webster, James Moore & Co., P.L.
Teleconferences
12 noon ET / 11 am CT / 10 am MT /9 am PT
Wednesday, September 27, 2006, Wednesday, December 6, 2006, Tuesday, March 14, 2006
Planning to meet face-to-face – May 2007 (NARM)

M&A Sharegroup
Core Team Leaders
• Tom Bondi; Berger/Lewis Accountancy
• Jim Carulas, Meaden & Moore, Ltd
• Dan Fales, Clark, Schaefer, Hackett & Co.
• Jerry Hammel, Blue & Co.
• Brad Minor, Blue & Co.
• Ben Krieger, Daszkal Bolton & Company
• Sid Shaver, Weinstein, Spira & Company
Teleconferences - TBD
Planning to meet face-to-face - TBD

Marketing Sharegroup
Core Team Leaders
• Debbie Asbury, James Moore & Co. PL
• Beth Fine; Mitchell, Wiggins &?Company, LLP
• Jennifer Newbold; Gamble Givens & Moody LLC
• Liz Oates; Gamble Givens & Moody LLC
• Colby Lyons; Berger/Lewis?Accountancy Corp.
Teleconferences
2 pm ET / 1 pm CT / 12 noon MT / 11 am PT
Tuesday, September 26, 2006,Tuesday, November 14, 2006,Monday, January 22, 2007
Topics:
• Marketing your firm for college recruiting season – how does your firm compete against the private industries and the Big 4?
• How to market your firm for tax season – 20 ways to have your partners market themselves to business and individuals for season
Potential face-to-face meeting – In conjunction with AAM, Savannah, GA, June, 6-8, 2007

Not-For-Profit Sharegroup
Core Team Leaders (need more!)
• Danielle Baron; Meaden & Moore, Ltd.
• Larry Holmes; Bourgeois Bennett, L.L.C.
• Julie Incorvina; Robert R. Redwitz & Co.
Teleconferences
1 pm ET / 12 noon CT / 11 am MT /?10 am PT
Tuesday, August 29, 2006, Tuesday, November 28, 2006, Tuesday, January 30, 2007
Planning to meet face-to-face – May 2007 (NARM)

SEC Sharegroup
Core Team Leader
• Scott Walters, Daszkal Bolton LLP
Teleconferences
4 pm ET / 3 pm CT / 2 pm MT / 1 pm PT
Monday, October 2, 2006, January 8, 2007, April 2, 2007
Planning to meet face-to-face - TBD

SaLT Sharegroup
Core Team Leaders (need more!)
• Chris Beaulieu; Nykiel, Carlin & Co., Ltd.
• David Gross; Lumsden & McCormick, LLP
• Beth Harling; Blue & Co., LLC
Teleconferences
11 am ET / 10 am CT / 9 am MT / 8 am PT
Thursday, August 24, 2006,
Meeting face-to-face – Las Vegas, October 23 & 24, 2006

Tax Consulting Sharegroup
Core Team Leaders
• Chris Beaulieu; Nykiel, Carlin & Co., Ltd.
• Tom Bondi; Berger/Lewis Accountancy Corporation
• Lisa Chandler; Weinstein Spira &?Company, P.C.
• Jack Rosenberg; Koch Reiss & Company, P.A.
• Dave Schlein; Lumsden & McCormick, LLP
• Ted Stacey; Bourgeois Bennett, L.L.C.
• Mary Walsh; James Moore & Co. P.L.
Teleconferences - TBD
Meeting face-to-face – Las Vegas, October 23 & 24, 2006

 

 

APT program/ study groups exceed expectations

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Members of the Advanced Partner Training Development team are cautiously optimistic that the team was on the right track when it designed AGN NA's newest continuous learning program, which began in 2005 in St. Louis and continued in 2005 in Philadelphia.

Evaluations from the “class of ‘06” session taught by Tim Bartz at the Westin Philadelphia indicate very high satisfaction with the two-day kickoff program.

“Phase I, which is the 2-day full group seminar, is working as well as we expected,” said Charlie McGimsey, member of the APT team. “Phase II, which are the study groups, have exceeded our expectations, and we’re really pleased and, frankly amazed, at that!”

Pat Evans, another APT Development team member reports on Phase III in his firm: “We just conducted a staff meeting internally on coaching and our staff really got into it.” Pat went on to say that he hopes the study group members are taking the modules and learning they’ve benefited from and teaching it in the firm.

“That’s the real key to the long term success of this program, as well as strengthening each of member firms and doing a better job of developing our people,” Evans said.

Below is a schedule of the 14 study groups and their planned activities. If you’re a member of any of these groups, please mark your calendars and plan to participate.

The Team is already discussing plans for 2007. If you’ve not attended AGN-NA Advanced Partner Training, please talk to those in your firm who have and find out why you should register for 2007 and get involved in a study group.

STUDY GROUP

WHEN

WHAT

MODULES

1

11/3/2006

SOARING EAGLES FACE-TO-FACE - NEW YORK

Giving Constructive Feedback (Laura Arens) Building a Strong Referral Network (Carlos Vazquez), Making Client Meetings More Valuable (Monte Kane), Differentiating Your Firm in the Marketplace (Tim King)

2

8/31/2006

TELECONFERENCE

Improving Your Listening Skills?(Laurie Baad)

3

8/23/2006

TELECONFERENCE

Hiring Practices to Win the Best

4

11/6/2006

STUDS FORE FACE-TO-FACE - CHICAGO

TBA

5

8/30/2006

TELECONFERENCE

Improving Your Listening Skills (Mary Walsh)

6

9/20/2006

TELECONFERENCE

TBA

7

9/7/2006

TELECONFERENCE

Setting and Accomplishing Meaningful Goals (Brian Kreisman) and
The Power of Example (Jim Smith)

8

10/17/2006

TELECONFERENCE

Becoming Self Accountable (Randy Redwitz)

1/9/2007

TELECONFERENCE

Keeping Focused in Spite of Interruptions (Bruce Lynch)

9

9/16/2007

FACE-TO-FACE - MONTREAL

Building Firm Unity; Developing & implementing a Partner Commitment Statement; Partner transition issues

10

9/20/2006

FACE-TO-FACE - MONTREAL

Meeting Prospective Clients; Setting Your Firm Apart with Quality Service, 3rd module TBA

11

9/25/2006

TELECONFERENCE

Meeting with Prospective Clients?(Karin and Candy)

12

9/29/2006

FACE-TO-FACE - LINCOLN, NE

Improving Communications Throughout the Firm; Developing and Implementing Client Service Standards; Becoming Self Accountable

13

11/3/2006

FACE-TO-FACE - ATLANTA

Differentiating Your Firm In the Marketplace (Dale & Denise); Developing & Implementing Client Srv Stds (Peggy & John); Improving Communication Throughout Your Firm (Dan and Kelly); Becoming Self-Accountable (Terry & Tom)

14

9/25/2006

TELECONFERENCE

Responding to Objections About High Fees (Dennis McLaughlin)

11/11/2006

TELECONFERENCE

Meeting with Prospective Clients?(Matt Levin)

 

 

 

Help is on the way in staff recruiting and retention; Best Practices Digest under development

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The AGN-NA HR-FA sharegroup core team leaders have been busy since late April working on defining the best practices in the following areas:

  • Career Path Develoment
  • Performance Evaluations (Core Competencies)
  • Personal Profiling Tools
  • On Campus Recruiting (Career Fairs, Internships, Scholarships)
  • Mentoring

A deadline and method of dissemination to all member firms has not yet been determined, however, it is likely that the knowledge transfer will occur electronically only, via the HR-FA sharegroup website pages at www.agn-na.org or via a newly-created BLOG.

The Digest evolved from the third objective of the ’06 Strategic Plan, conceived by the Board of Directors in November, 2005. The plan objectives are:

1.

 Knowledge and Resource Sharing – AGN-NA firms will have access to and actively use a broad range of shared talent, resources and best practices.

2.

 Training – AGN-NA firms will have access to high quality, comprehensive training programs and evidence their satisfaction with high participation levels.

3.
Human Resources – AGN-NA firms will attract, develop and retain the highest quality staff.

4.

 Member Performance – A majority of AGN-NA firms will be in the top quartile of profitability within their peer group.

5.

 Reputation and Recognition – AGN-NA will be recognized as an association of quality firms offering the industry’s best resources and solutions.

 

The HR-FA Core Team Leaders met in Chicago last April and developed five pages of recommendations for achieving the 3rd objective, one of which is the Digest. More information on the other recommendations will become available as the CTLs attack implementation.

 

 

 

New Member Firms

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AGN-NA is fortunate and excited to welcome two new member firms since publication of the last WorldwideLink and is very close to admitting a third firm.

Schenck Business Solutions has 10 offices and approximately 500 staff in Wisconsin. The firm has been in business since 1930 and has 57 shareholders. Its specialties include: manufacturing, health care professionals and governmental/not-for-profits. Contact details:

Schenck Business Solutions
200 East Washington St.
Appleton, WI 54912
PH: 920-731-8111
FAX: 920-996-1416
URL: www.schencksolutions.com
Contact: Bill Goodman


Pender Newkirk & Company, LLP, Tampa, brings the total number of Florida member firms to five. The firm was formed 30 years ago and has doubled in size in the last three years to 68 staff. Led by its 12 partners, its specialties include public companies, including FAS 109 consulting, litigation support/business valuations, IT/Consulting (business process consulting) and international, state and local tax consulting. Contact details:

Pender Newkirk & Company, LLP
100 South Ashley Drive, Suite 1650
Tampa, FL 33602
PH: 813-229-2321
FAX: 813-229-2359
URL: www.pnccpa.com
Contact: Ralph Garcia

 
Member News

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Adams, Masin & Tilley, LLP, Toronto, Canada, announces the addition of two new partners, Glen MacMillan C.A. and Brian Antman C.A.

Glen is a tax partner and worked for several years in the tax department of one of the large accounting firms, as well as the corporate audit division of the Canada Revenue Agency. Brian is an audit partner. He has practiced in industry, as a sole proprietor, and has developed a niche in the audit of condominium corporations. He looks forward to developing this area of the firm’s practice.

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Ralph A. Litolff, Jr., was named Director of Bourgeois Bennett CPAs, with two offices in Louisiana, effective May 1, 2006. Ralph serves the firm in its Business Consulting Services department.

Also at the firm, Beverly R. Nichols, Director, has been appointed to the Board of Directors of the American Red Cross – Southeast Louisiana Chapter. Ted E. Stacey, Director, was honored with the 2006 Special Recognition Award from the Louisiana Society of CPAs in acknowledgement of his notable willingness to serve as primary spokesperson for the LCPA in frequent media appearances during the months following Hurricanes Katrina and Rita.

The LCPA’s Special Recognition Award is presented from time to time based on specific activities and contributions by members in programs or functions of the Society.

The firm was awarded the Best Print Series Award for firms under $15 million in revenue at the recent Association for Accounting Marketing Conference in Denver.

The Members of Bourgeois Bennett sadly announce the death of Warren R. Hogan, Member, in April. Warren was the Director of Audit and Accounting. He joined the firm in 1975.

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Brock and Company CPAs PC, with five offices in Colorado, has the distinguished honor of announcing the induction of Vanderlynn Stow, celebrating his fortieth year with Brock, into the Boulder County Business Hall of Fame on May 5, 2006. The Hall honors area business people who have been instrumental in leading and shaping Boulder County through their commitment to the business community together with their volunteer efforts on behalf of the region’s general public.

Van has given his time and energy to many organizations, including the Boulder County United Way, Junior Achievement, the Longmont Area Economic Council, the Longmont Chamber of Commerce, the Longmont Rotary Club and the Colorado Society of CPAs, among others. He and his wife, Diane, also helped raise $3 million for the tiny Tim Center, which helps children with developmental challenges.

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Clark, Schaefer, Hackett & Co., with five offices in Ohio, announces the following promotions to Shareholder: David Crew (Springfield), Jim Haubrock (Dayton), and Scott Deters and Bill Schmidt (Cincinnati). Promoted to Principal are Richard Brown (Cincinnati) and Devesh Kamal (Springfield).

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Recently honored by the AICPA for his 40th year of membership is Michael R. Miller of Concannon, Miller & Co., P.C., with two offices in Pennsylvania and Florida. This honor earns Mike a lifetime membership and membership in the elite 40-Year Honorary Member Club. Mike is also treasurer of the Lehigh Valley Chamber Orchestra, Secretary of the Allentown Commercial and Industrial Development Authority and is a charter member of the Estate Planning Council of the Lehigh Valley.

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Faw, Casson & Co., LLP, with three offices in Delaware and Maryland, is pleased to announce the relocation of its Ocean City, Maryland office. The new street address is 9748 Stephen Decatur Hwy., Suite 115, Ocean City, MD 21842. The mailing address remains the same (P.O. Box 718, Ocean City, MD 21843). The new phone number is 410-213-8700.

Lisa Hastings, partner in the Dover office, has been re-elected as vice-chair of the Central Delaware Chamber of Commerce for the 06/07 year.

Jennings Hastings, managing partner, was elected president of the Greater Dover Committee, effective July 1, 2006.

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James Moore & Co., P.L., with three offices in Florida, announces that Michael Sibley, CPA has been promoted to Partner in Training. Mike joined the firm in 2001 and has more than eight years of accounting experience. He is a Certified Fraud Examiner and currently serves on the 2006 Volusia Manufacturers Association Board of Directors, and specializes in manufacturing and construction entities, as well as fraud examinations.

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Mitchell, Wiggins & Company LLP, with two offices in Virginia, announces the admission of two partners: David W. Reardon, CPA and M. James Hartson, Jr., CPA. Both have been with the firm since 1989.

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Rothstein, Kass & Company, P.C. with eight offices in New York, New Jersey, California, Texas, Colorado, and Cayman Islands, recently acquired the assets of San Francisco-based firm, Stadtler, Rosenblum & Saris. Joining Rothstein Kass as principals are Sander Stadtler and Anthony Saris; they will focus on building upon the firm’s commercial services practice.

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Congratulations to Sharrard McGee & Co. P.A., which is celebrating its 30th anniversary! The firm was incorporated 9/20/76 and will mark the occasion with two client/staff appreciate parties in its offices in Greensboro and High Point, North Carolina.

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Schenck Business Solutions, with ten offices in Wisconsin, was recently named a 2006 Best of Wisconsin Business Award Winner by Corporate Report Wisconsin magazine. Readers were asked to name their favorite business in 34 categories and over 2200 ballots were returned. Schenck received the most votes in the accounting category.

Also at the firm, Karin Gale, Partner in the Milwaukee office, was recently elected president of the United Way in Waukesha County.

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Weinstein Spira & Company, P.C., Houston, Texas, announces the admittance of Trina Richard Painter as a Shareholder. Trina joined the firm in 2004 and was previously employed by Arthur Andersen and Pricewaterhouse Coopers. She has extensive audit, attest, and consulting experience. She has worked with companies ranging from small owner-managed entities to large multinational public entities.

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Practical Accountant’s 13th Annual Regional Survey of Accounting Firms includes the following AGN-NA members:


  • Rothstein, Kass & Co. ranked 9th in Northeast’s Top Firms
  • Brock and Company CPAs PC, ranked 14th in Mountain States’ Top Firms
  • Schenck Business Solutions ranked 6th and Clark, Schaefer Hackett & Co. ranked 10th in North Central’s Top Firms

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CONGRATULATIONS:
Listed in Bowman First Alert’s “America’s Top Auditors” are:

  • Rothstein Kass & Co (39th)\
  • Pender Newkirk & Co (48th)
  • Stegman & Co (49th)
  • Windham Brannon (78th)
  • Daszkal Bolton (87th)

The rankings are based on weighted ranking of total clients, total sales audited and average public clients audited.

 


 

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