CICPAC

Calvetti Ferguson has recently welcomed Mike Karlins. Karlins has more than 30 years of experience in Houston, The Woodlands and surrounding areas.  He brings with him a proven record of financial expertise in a variety of financial reporting engagements for private companies in a number of different industries including construction, manufacturing and oil and gas. Karlins’ vast experience includes audit services, agreed-upon procedures, financial services, operational improvement, profit advisory services and mergers and acquisitions.

“When the opportunity to join Calvetti Ferguson arose it only made sense for me to jump at the opportunity to bring two great firms in The Woodlands and Houston together,” Karlins said. “Calvetti Ferguson’s healthcare and oil and gas expertise complements our construction and energy expertise.”

“Mike has been a driving force for the construction industry throughout his career so we are excited to add that niche to our practice,” Jason Ferguson, Managing Partner, of Calvetti Ferguson said. “He has a stellar track record, and I look forward to seeing how he will help our team continue to push forward and enhance our customer experience.”

Karlins has served on the Board of Directors as Treasurer and Secretary for the Houston Chapter of the Construction Financial Management Association. He has been a member of the Board of Directors and has served as President of the Surety Association of Houston. He is also a member of the Construction Industry CPAs and Consulting Association (CICPAC) and of the American Institute of Certified Public Accounts (AICPA). He has served in various positions and on the Board of Directors for organizations including The Woodlands Area Economic Development Partnership, the Chamber of Commerce and United Way of Montgomery County.

Along with Karlins, Calvetti Ferguson is welcoming his team.

Karlins will be based in The Woodlands office for Calvetti Ferguson.

The address is: 1790 Hughes Landing, Ste. 375, The Woodlands, TX 77380

Phone number: (832) 742-2400.

Connect with Mike on LinkedIn

" target="_blank">Mike Karlins Brings Expertise to Calvetti Ferguson

Calvetti Ferguson has recently welcomed Mike Karlins. Karlins has more than 30 years of experience in Houston, The Woodlands and surrounding areas.  He brings with [...]

By |2019-07-26T16:25:38+00:00January 12th, 2016|CICPAC, Member News|

GALLINA LLP continues to expand as senior managers are promoted to partner throughout the firm. The firm named the following three new partners:
  • Byron DeStigter in Salt Lake City, UT
  • Ashley Kroyer in Walnut Creek, CA
  • John Werlhof in Rancho Cordova, CA
Their reputation for technical excellence and exceptional client satisfaction fit within GALLINA’s history of opening doors to our clients’ success. As one of the nation’s “Top 100 Firms” by Accounting Today, GALLINA provides deep industry expertise and team approach to client services that will ensure both the success of the new partners and the success of our clients for many years to come. In addition to the three new partners announced this January, the firm welcomed new management team members in California. The firm announces John Menasce in San Jose, CA, Kasie Roark in San Jose, CA, and Alyssa White in Roseville, CA as Managers as well as over 30 new employees firm-wide demonstrating continued growth for GALLINA. Byron DeStigter, CPA is a graduate from Dordt College in Iowa with a bachelor’s in accounting and business administration. For over 25 years, Byron has used his expertise to focus on helping business utilizing his hands on experience as a chief financial officer of a family-held construction contractor to trusted advisor at GALLINA. He frequently speaks at contractor education seminars focused on accounting, tax, and job costing for the construction industry. “GALLINA has very talented professionals. I am excited to tap into GALLINA’s knowledge base and resources to continue providing world-class service to our clients in Utah” states Byron DeStigter. Ashley Kroyer, CPA is a graduate from the University of Georgia with her bachelor’s in finance. She primarily serves construction industry related clients from general contractors to building owners and real estate developers. Outside of tax and assurance services, Ashley specializes in the affordable housing industry with experience in HUD audits and RHS programs as well as final cost certification audits and low-income housing tax credit compliance. “The caliber of clients that I work with at GALLINA is extraordinary. These companies are crucial to the Bay Area economy and infrastructure. I’m proud to be part of their team and support their growth as a partner at GALLINA” shares Ashley Kroyer. John Werlhof, CPA is a graduate with a Masters of Accountancy from Brigham Young University. He is considered a thought leader and has published articles in “Corporate Taxation” and “Construction Accounting and Taxation.” For over ten years, he has provided tax planning and compliance services to privately held businesses, their owners, and other high-net-worth individuals. Additionally, he has a broad range of industry experience from real estate to technology. “GALLINA is a good balance of being large enough to have the resources necessary to provide world-class service, yet small enough to provide the responsive, personalized service of a trusted advisor” states John Werlhof. He continues “I look forward to continuing to work with clients to grow their businesses and developing the next generation of CPAs.” Byron, Ashley, and John are among a group of 53 partners at GALLINA LLP. In November 2015, the firm announced the addition of Bryan Rush to its Bellevue, Washington office. Bryan served as a Principal at Clark Nuber PS with a focus on the real estate industry as well as professional service organizations and high net worth individuals. ABOUT GALLINA LLP: GALLINA is a full-service firm with niches in construction, real estate, agribusiness, manufacturing and distribution, government, and nonprofit in addition to offering services to a broad range of other businesses and individuals. Headquartered in Roseville, the firm has been opening doors to success for their clients since 1972. GALLINA has grown to a solid team of 53 partners and over 300 staff members who have a wide range of experience in accounting, auditing, tax planning, succession planning, claims consulting, and business management consulting. GALLINA serves its clients through its California offices in Newport Beach, Novato, Ontario, Rancho Cordova, Roseville, San Bruno, San Jose, and Walnut Creek; its Nevada offices in Las Vegas and Reno; its Utah office in Salt Lake City; and its Washington office in Bellevue. The firm’s general client base spans the Western Regional states, but specialty services are provided to businesses throughout the entire United States and worldwide." target="_blank">GALLINA Announces New Partners in Western U.S.

ROSEVILLE, CA, JANUARY 5, 2016: GALLINA LLP continues to expand as senior managers are promoted to partner throughout the firm. The firm named the following three [...]

By |2019-02-25T17:14:14+00:00January 11th, 2016|CICPAC, Member News|

Katie-Nix-Stambaugh-NessYork, PA, January 04, 2016 – Stambaugh Ness (SN) announces the addition of Katie Nix as Director of Human Resources. Katie will lead the strategies across the talent lifecycle for Stambaugh Ness, PC, CPAs, and its technology affiliate, Stambaugh Ness Business Solutions, LLP. “Katie brings an outstanding skill set that will position us to strengthen our talent lifecycle model, with a special focus on acquisition and development to support our growth,” said Steven Hake, President and CEO of SN. “I’m very much looking forward to my new role at SN, directing the firm’s talent efforts and collaborating with the executive team to ensure that our vision and culture continues to be sharpened and nurtured,” Nix said. “I’m excited to join a firm that’s innovative, and focused on growth and maximizing the strengths of its employees.” Read More" target="_blank">Katie Nix to Provide Strategic Leadership to Stambaugh Ness Talent Lifecycle

York, PA, January 04, 2016 – Stambaugh Ness (SN) announces the addition of Katie Nix as Director of Human Resources. Katie will lead the strategies [...]

By |2019-02-25T17:20:29+00:00January 5th, 2016|CICPAC, Member News|

Redlands, CA – January 4, 2016 - Soren McAdam Christenson, LLP, has spent the past six months going through a rebranding initiative to clarify the firm’s strategic direction and further develop their brand to properly reflect their innovative and strategic vision designed to provide exceptional client value and rewarding and challenging careers for their employees. On January 1, 2016, the hard work that has been taking place behind the scenes will come into view for their clients, as well as the entire Inland Empire community. The firm is excited to debut a shortened firm name, Soren McAdam LLP, along with a new brandmark, marketing and administrative collateral, and the structure to advance digital communications. When asked about the rebrand, Soren McAdam’s Managing Partner, Roger Wadell stated, “We are the same high-quality firm with dedicated professionals offering unique and progressive solutions for tax, attest and accounting needs. We’ve just upgraded our look and clarified our focus to better provide our clients and business relationships with the resources they need.” Although there are a few elements that will not launch by January 1, 2016, the firm anticipates a full transition to be in effect by no later than February 15, 2016. About Soren McAdam - To learn more, visit www.SorenMcAdam.com. Soren McAdam, located in Redlands, California, has been a leader in providing innovative solutions and exceptional service to their clients. With eight partners and nearly fifty staff, the firm serves start-ups to hundred-million-dollar companies. Although the firm primarily serves clients in the Inland Empire, they continue to serve many clients located throughout the western United States through their affiliation with Allinial Global, a network of medium to large CPA firms who provide technical assistance, professional education, and other services for the benefit of its member firms and their clients." target="_blank">Soren McAdam Unveils Strategic Vision with Rebranding Initiative

Redlands, CA – January 4, 2016 - Soren McAdam Christenson, LLP, has spent the past six months going through a rebranding initiative to clarify the [...]

By |2019-02-25T18:02:42+00:00January 4th, 2016|CICPAC, Member News|

Shane-Brown-EKSHnal. Shane Brown leads the construction practice for the firm and is the primary contact for CICPAC. He works with public and private businesses on financial audits, surety/bonding requirements, construction accounting, performance benchmarking, internal controls and employee benefit plan audits and compliance. Click here to learn more about Shane! To learn more about the firm, visit the website." target="_blank">EKS&H LLP Named New Member Firm in Denver, Colorado

CICPAC is excited to announce that EKS&H LLP has been named the new member firm in Denver, Colorado. EKS&H employees 650 total professionals with 68 partners and is a [...]

By |2019-02-25T18:03:47+00:00January 4th, 2016|CICPAC, Member News|

KatzAbosch is pleased to congratulate Michael Gentry, CPA, CCIFP, CCA upon his election by the Board of Directors as Director of the firm, effective January 1. Besides recently joining the firm’s Board of Directors, Mike co-chairs the Construction Group and heads up the firm’s Pricing and Realization committee. mike_gentry_katzaboschMike joined the firm in 1998 and has provided accounting and tax services to contractors and construction firms for more than 15 years. In addition, he services closely-held businesses in the distribution, healthcare, and transportation sectors. A dedicated professional, Michael holds the prestigious distinction of Certified Construction Industry Financial Professional (CCIFP), a certification held by less than 50 professionals in Maryland and less than 1000 professionals in the United States. He is also a CCA, Certified Construction Auditor. This nationally recognized certification is sponsored by the National Association of Construction Auditors. He applies his knowledge of the latest trends and changes in the construction industry through writing articles helping clients achieve their financial and personal goals. Mike provides a full range of accounting and tax services for clients, including: tax planning, financial reporting, assistance in obtaining bonding and financing, business succession planning, estate planning, job cost systems evaluation, software consultation, and industry specific advice and assistance to construction and real estate companies. He is a member of American Institute of Certified Public Accountants (AICPA), Maryland Association of Certified Public Accountants (MACPA), Construction Financial Management Association (CFMA), Associated Builders and Contractors, Events Committee Member, Harford County Contractor Association, Harford County Chamber of Commerce, and Harford Leadership Academy, 2005. “Mike started his public accounting career with KatzAbosch and hasn’t looked back. It’s fair to say Mike is immersed in almost every aspect of the firm’s success. Mike, congratulations on your latest achievement and we wish you many, many more years of success at KatzAbosch,” said Mark Cissell, CPA, President and CEO of KatzAbosch. About KatzAbosch Founded in 1969, KatzAbosch is one of the largest CPA and business consulting services in the Mid-Atlantic region. As a Maryland accounting firm, our mission is to provide the highest quality accounting, tax, financial and management consulting services to our regional clients. We understand the needs and challenges of our clients and we have made it our obligation to create, grow and protect asset value. KatzAbosch is consistently named a Best Accounting Firm to Work For in Accounting Today and as one of the Top Workplaces in The Baltimore Sun five years in a row. Our firm is also ranked among the Top 15 Largest Accounting Firms in the Baltimore Area by the Baltimore Business Journal. Connect with Mike on LinkedIn" target="_blank">Michael Gentry Promoted to Director at KatzAbosch

Timonium, Maryland - December 29, 2015: KatzAbosch is pleased to congratulate Michael Gentry, CPA, CCIFP, CCA upon his election by the Board of Directors as [...]

By |2019-02-25T18:07:31+00:00January 4th, 2016|CICPAC, Member News|

Barnes Dennig and Gauthier & Kimmerling of Indianapolis are joining together effective January 1, 2016. The combination will help Gauthier & Kimmerling to provide broader resources to their clients and expand Barnes Dennig’s footprint in the tri-state region. The combined firm will operate under the name Barnes Dennig. Projected total employee count will be 150. In its 50th anniversary year, Barnes Dennig was named a Top 200 CPA Firm and is currently ranked at #189 by Inside Public Accounting.  This is the firm’s first office in Indiana. Barnes Dennig currently has offices in Northern Kentucky and downtown Cincinnati. [caption id="attachment_1283" align="alignright" width="250"]steven-hube-750xx600-338-0-31 Steve Hube, Barnes Dennig[/caption] “We’re honored to welcome the professionals of Gauthier & Kimmerling to Barnes Dennig,” said Steven P. Hube, CPA, Managing Director of Barnes Dennig.  “For 24 years, the people of G&K have been building a quality-driven and innovative practice. We are excited to work with them and we know the two firms will be better together.” “We’re excited to combine with Barnes Dennig. We know the additional resources they provide will help our clients solve more challenges and will provide them with more ideas, noted Kathy Ahearn, Partner with Gauthier & Kimmerling. “People are the key to providing exceptional client service and this combination gives us more horsepower to train, recruit and retain our great people.” With the combination, Barnes Dennig will have a director group numbering 21.  The three Principals of Gauthier & Kimmerling, Jeff Kimmerling, Kathy Ahearn and Eric Harber, will become Barnes Dennig directors and will remain in Indianapolis. Hube will continue as Managing Director of the combined firm. Barnes Dennig, is a growth-driven, well-respected accounting, tax and advisory firm offering a comprehensive array of services for closely held businesses and non-profit organizations. Specialized services include international tax and business services, employee benefit plan auditing, tax consulting, business valuations, fraud/forensic accounting, IT auditing and other services. The firm also serves high net worth individuals with tax, wealth and estate planning services. The firm possesses special expertise in the manufacturing, wholesale-distribution, construction, non-profit, health care and service sectors.  Gauthier & Kimmerling, founded in 1991, has special expertise in not-for-profit, health care, HUD, and Section 42 low-income housing tax credits. The combination of the two firms strengthens the market position of the combined entity and gives Barnes Dennig the critical mass that middle-market companies and large non-profits look for in service providers. “Being a multi-office firm with offices in Ohio, Kentucky and Indiana extends our footprint so we can meet the evolving needs of our clients,” commented Hube.  “We’ll continue to bring great ideas, insights and innovations to our clients and now we’ll have even more resources to do it with,” he added." target="_blank">Barnes Dennig Expands into Indianapolis, Indiana

Cincinnati, Ohio - January 1, 2016: Barnes Dennig and Gauthier & Kimmerling of Indianapolis are joining together effective January 1, 2016. The combination will help [...]

By |2019-02-25T18:10:34+00:00January 4th, 2016|CICPAC, Member News|

tyler_hunt_GallinaROSEVILLE, CA, DECEMBER 29, 2015: GALLINA LLP’s Partner, Tyler K. Hunt, CPA relocates from Roseville, California office to its Salt Lake City, Utah office effective January 1, 2016. Tyler has been a partner at GALLINA for ten years serving clients after the merger of Roseville based firm, Bartig Basler & Ray CPAs in 2006. At the beginning of 2015, GALLINA combined with the Leverich Group expanding their regional presence to include the State of Utah as a new territory.

Partner-in-Charge of Utah, Derek Evans, shares “as a prominent regional CPA firm in the Western United States, it made sense for us to establish a strong presence in Utah and the surrounding Rocky Mountain Region.” He continues “Tyler was born and raised in Utah, which has made his relocation seamless as he has deep expertise in complex tax issues to better serve the local business community.”

Tyler has a master’s in accountancy from Southern Utah University and his experience spans beyond his tenure at GALLINA. He was a former shareholder with another CPA firm and over a decade with a “Big Four” accounting firm. Additionally, he has developed his expertise in federal, state, and local tax areas for a variety of industries as well as becoming a recognized as a leader in federal and state credits and incentives.

Tyler comments “I spent a significant portion of my career in the Salt Lake City office at one of the ‘Big Four’ firms. I truly enjoyed my time and experiences in the Utah market and began initiating GALLINA’s presence in the area more than three years ago. I look forward to being part of the continued growth of the firm as a whole and the growth of GALLINA in the Utah area.”

Connect with Tyler on LinkedIn

" target="_blank">GALLINA Partner Relocates to Salt Lake City, Utah

ROSEVILLE, CA, DECEMBER 29, 2015: GALLINA LLP’s Partner, Tyler K. Hunt, CPA relocates from Roseville, California office to its Salt Lake City, Utah office effective [...]

By |2019-02-25T18:16:46+00:00December 29th, 2015|CICPAC, Member News|

e Top Workplaces lists are based solely on the results of an employee feedback survey administered by WorkplaceDynamics, LLC, a leading research firm that specializes in organizational health and workplace impr ovement. Several aspects of workplace culture were measured, including Alignment, Execution, and Connection, just to name a few. “The Top Workplaces award is not a popularity contest. And oftentimes, people assume it’s all about fancy perks and benefits.” says Doug Claffey, CEO of WorkplaceDynamics. “But to be a Top Workplace, organizations must meet our strict standards for organizational health. And who better to ask about work life than the people who live the culture every day—the employees. Time and time again, our research has proven that what’s most important to them is a strong belief in where the organization is headed, how it’s going to get there, and the feeling that everyone is in it together. Claffey adds, “Without this sense of connection, an organization doesn’t have a shot at being named a Top Workplace.” KatzAbosch is one of the few companies that has been named for the past five years consecutively. KatzAbosch attributes the award to the many professional perks they offer to help their employees grow such as:
  • A great work/life balance.
  • A high-tech education facility with training that exceeds professional requirements.
  • High-tech paperless office environment.
  • Work from home options.
  • Performance evaluations that provides timely career development.
  • Coaching/mentor program that enhances career paths.
  • Diverse clients for a better learning experience.
  • Extensive research resources to ensure quality and efficiency.
  "We are honored to have been selected for the award, particularly as the judges were our employees," said Mark Cissell, President and CEO. About
KatzAbosch Founded in 1969, KatzAbosch is one of the largest CPA and business consulting services in the Mid-Atlantic region. As a Maryland accounting firm, our mission is to provide the highest quality accounting, tax, financial and management consulting services to our regional clients. We understand the needs and challenges of our clients and we have made it our obligation to create, grow and protect asset value. KatzAbosch is consistently named a Best Accounting Firm to Work For in Accounting Today and has been named a Top 200 Accounting Firms in the Nation by Inside Public Accounting for 2014. Our firm is also ranked among the Top 15 Largest Accounting Firms in the Baltimore Area by the Baltimore Business Journal. About WorkplaceDynamics, LLC Headquartered in Exton, PA, WorkplaceDynamics specializes in employee feedback surveys and workplace improvement. This year alone, more than two million employees in over 6,000 organizations will participate in the Top Workplaces™ campaign—a program it conducts in partnership with more than 40 prestigious media partners across the United States. Workplace Dynamics also provides consulting services to improve employee engagement and organizational health. WorkplaceDynamics is a founding B Corporation member, a coalition of organizations that are leading a global movement to redefine success in business by offering a positive vision of a better way to do business." target="_blank">KatzAbosch Selected as Top Workplace

KatzAbosch has been awarded a 2015 Top Workplaces honor by The Baltimore Sun Media Group. The Top Workplaces lists are based solely on the results [...]

By |2019-02-25T18:21:34+00:00December 7th, 2015|CICPAC, Member News|

MCM_Group_0915_14RT-300x258Cooney Faulkner & Stevens (CFS), a Cincinnati-based CPA and advisory firm, will join Mountjoy Chilton Medley LLP (MCM) on January 1, 2016. MCM is a large regional accounting firm with nearly 300 employees across five offices. The move will allow both organizations to provide a wider array of services and greater depth of expertise to clients, particularly in the in-demand and growing niches of exit planning and transaction advisory services. “CFS has enjoyed remarkable growth in the Cincinnati market since our founding more than 16 years ago”, said Thomas M. Cooney, who founded the firm in 1999 in partnership with Crystal L. Faulkner and Charles R. Stevens II. “With the combination of our ongoing growth and our clients’ ever-changing needs,  we knew it was time to reassess how to continue providing top-notch customer service that was truly advantageous and supportive of our entire client base.” “For us it’s always been about putting our clients first,” said Faulkner. “So it was critical for us to partner with a firm that would allow us not only to maintain the relationships we’ve built but to continue cultivating our personal client connections and community involvement. This transition will allow us to expand not only the reach of our expertise, but its breadth as well and we’re thrilled to begin working alongside the MCM team.” CFS, like MCM, offers a full suite of traditional tax and accounting services, as well as consulting offerings in exit and transition planning, financial forensics services, outsourced CFO services, business valuation and transaction services, among many other areas of expertise. “MCM has been searching for a great Cincinnati partner to expand our presence and impact in this critical market,” said MCM Managing Partner Diane Medley. “The entrepreneurial attitude of the CFS co-founders and partners, combined with their value-added mindset, culture, community involvement and name recognition, was exactly what we needed.” “By partnering with MCM, we’re going to be able to serve our clients better and more efficiently,” said Stevens. “Combining with MCM will give our clients access to a broader range of specialty capabilities, advice and solutions.” “We built our firm with an entrepreneurial spirit and a practical understanding of the financial hurdles owners face every day in the business world,” explained Faulkner. “To truly continue being an advocate for our clients, we had to make a choice – go big or go small – we chose to go big.” MCM’s current employees will move into CFS’s Hyde Park office in January, when the office will begin to operate as MCM.

About Mountjoy Chilton Medley LLP

Mountjoy Chilton Medley LLP offers expertise in audit and assurance services, tax planning, business valuation, litigation support, fraud examination, aviation services, state, local and international expertise, comprehensive real estate and construction expertise, business start‐up and consulting for non‐profit, public and privately held organizations. The company has offices in Louisville, Lexington and Frankfort, Kentucky; Jeffersonville, Indiana; and Cincinnati, Ohio, and was recently ranked by Accounting Today’s Top 100 list as the 86th largest accounting firm in the United States (based on net revenue). MCM is an independent member of Baker Tilly International, the 8th largest CPA and advisory network in the world. For more information, please visit http://www.mcmcpa.com.

About Cooney Faulkner & Stevens, LLC

Started by three partners in 1999, Cooney Faulkner & Stevens, LLC (CFS) was established as a business advisory firm focusing on privately-held businesses and their owners. CFS is more than just your average accountant, we serve as an advisor and advocate for you and your business. We built our firm with entrepreneurial spirit on a foundation of knowledge, integrity and reliability, allowing us to provide innovative financial strategies and solutions to help you save money, minimize taxes and achieve your financial goals. For more information, visithttp://www.cfscpa.com/." target="_blank">MCM Merges with Cincinnati Firm

Cooney Faulkner & Stevens (CFS), a Cincinnati-based CPA and advisory firm, will join Mountjoy Chilton Medley LLP (MCM) on January 1, 2016. MCM is a [...]

By |2019-02-25T18:23:36+00:00October 27th, 2015|CICPAC, Member News|
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