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Ms. Geyer labored in public accounting for six years earlier than becoming a member of the tax division of a big pure gasoline firm within the Pittsburgh space. She spent 16 years there, serving in a number of capacities together with managing each federal and state compliance for the company, gross sales and use tax, property tax and managing the partnership compliance. At Schneider Downs, she’s going to give attention to company and pass-through entity returns.
Ms. Geyer obtained her Bachelor of Science in Accounting from Indiana College of Pennsylvania and her Juris Doctorate from the College of Pittsburgh Faculty of Legislation. She is a member of the Pennsylvania Bar.
BPM Elevates Ten to Partnership
BPM LLP, one of many 40 largest public accounting and advisory companies within the nation, lately introduced the elevation of 10 new companions – David Aiello, Latisha (Tish) Bates, Jeff Carrick, Caila Cohen, Ryan Davis, Paul Fong, James Lichau, Kevin Moyers, Alissia Pope and Winny Wong.
“We’re proud to acknowledge these gifted and dedicated people throughout the Agency. They exemplify the BPM entrepreneurial spirit and can assist our Agency proceed to succeed in new heights. Along with offering world-class providers and experience, they every have demonstrated a real want to assist others round them, incomes the belief of purchasers and colleagues alike,” mentioned BPM Chairman of the Board Wealthy Bellucci.
The newly promoted companions are:
David Aiello works in assurance with privately held startups and publicly traded firms. He focuses on BPM’s SEC apply and focuses on the know-how {industry} with purchasers that deal with capital tools manufacturing, SaaS and internet advertising.
Latisha (Tish) Bates’ {industry} expertise facilities round know-how, monetary {and professional} providers. She presents advisory, implementation and optimization providers for Oracle, NetSuite and Salesforce. Bates heads up the Caravel Companions Group’s Salesforce apply, NetSuite and Salesforce Managed Companies apply, and Expertise Companies practices.
Jeff Carrick principally focuses on audit, accounting and consulting providers for middle-market privately held firms and nonprofit organizations. His nonprofit expertise consists of performing compliance audits beneath the OMB Uniform Steerage. He gives providers designed to assist nonprofit organizations obtain their governance and operational targets.
Caila Cohen focuses on know-how options for purchasers within the high-tech {industry}, particularly in Oracle NetSuite and customary built-in functions. She focuses on architecting enterprise options and making certain enterprise processes align with enterprise programs. Her data of industry-specific necessities and course of flows is very desired when working together with her software program, renewable vitality and med-tech purchasers.
Ryan Davis has specialised data of economic providers, FinTech, blockchain and digital asset industries. He gives audit and session providers on all forms of worker profit plans. Davis guides his purchasers by means of complicated transactions, whereas additionally offering invaluable perception into monetary reporting and {industry} finest practices.
Paul Fong primarily focuses on the actual property and shopper enterprise industries. He gives tax compliance and planning providers to purchasers who primarily function in flow-through tax buildings. He’s well-versed in advising purchasers on varied tax points, together with transfers of partnership pursuits, tax-deferred exchanges, California Move-By means of Entity (PTE) tax elections, and certified enterprise revenue deductions.
James Lichau presents assurance providers for the know-how and monetary providers industries. This consists of work with SaaS, FinTech, in addition to peer-to-peer, on-line and various lending firms. He’s educated in complicated fairness transactions, enterprise combos and income recognition.
Kevin Moyers gives company tax providers with a main give attention to the know-how sector. He has in depth expertise serving firms within the utility of accounting requirements, resembling ASC 740 and IAS 12. He has assisted firms with monetary reporting of tax implications of complicated transactions and life occasions like acquisitions, divestitures, public choices and spin-offs.
Alissia Pope’s main focus is tax and accounting providers for high-net-worth people and flow-through entities. She has a deep understanding of shopper companies (wineries, breweries and distilleries) {and professional} service companies (authorized, structure and engineering), typically offering steering relating to structuring new enterprise entities to maximise tax advantages.
Winny Wong has an emphasis on outsourced accounting providers and assists purchasers in the actual property and know-how industries. Her in depth data of industry-specific accounting procedures for actual property firms is usually wanted by purchasers who personal or function industrial and multi-family properties, in addition to REITs and joint ventures.
Robbins Huddleston to Co-lead CohnReznick’s Manufacturing & Distribution Observe
CohnReznick LLP, one of many main advisory, assurance, and tax companies in the US, lately introduced that Helana Robbins Huddleston is becoming a member of Henrietta Fuchs as co-leader of the agency’s Manufacturing & Distribution apply. Collectively, they’ll assist to drive apply development and tackle the increasing wants of purchasers.
Robbins Huddleston has over 22 years of expertise in monetary due diligence, restructuring, money move budgeting, monetary auditing, inner management analysis, and enterprise course of enchancment, with deep experience within the M&D {industry}.
Fuchs has helped lead the M&D apply for 4 years, offering sturdy steering to each purchasers and workers by means of the {industry}’s pandemic and post-pandemic points. She delivers all kinds of accounting and audit advisory providers to publicly traded and privately-held firms.
Provides CohnReznick Chief Technique and Progress Officer Gary Levy, “Henrietta and Helana are distinctive leaders each inside CohnReznick and in the neighborhood at massive. Their new roles as co-leaders of our M&D apply speaks to their expertise, dedication to offering best-in-class shopper service, and sturdy imaginative and prescient for the apply’s development.”
Luke Kiely Joins GetBusy, PLC and SmartVault Government Workforce as Chief Info Safety Officer
SmartVault, a number one supplier of cloud-based doc administration and safe shopper portals for accountants and a subsidiary of GetBusy PLC lately introduced that Luke Kiely has joined its govt crew, as Chief Info Safety Officer.
Luke has held a number of key senior roles overseeing info safety, cyber safety and information compliance for prime SaaS firms. He’s a graduate of Charles Sturt College, with a serious in Enterprise Administration and Administration. Luke has additionally held legislation enforcement positions the place he was instrumental in covertly monitoring and apprehending perpetrators of data-based cybercrimes.
Luke might be accountable for SmartVault’s and GetBusy’s international info safety, threat administration and compliance methods, championing cyber and knowledge safety finest practices throughout the GetBusy group companies and with our prospects.
Sikich Broadcasts 18 New Companions Amidst Important Progress 12 months
Skilled providers firm Sikich lately celebrated the election of 18 new Companions throughout its Enterprise Advisory, CPA and Expertise companies, efficient Jan. 1, 2023. Over the past 12 months Sikich has scaled considerably, serving greater than 15,000 purchasers and using greater than 1,500 crew members throughout the U.S., Canada, U.Okay. and India.
Sikich 2023 companion class:
- Nick Bava, CPA
- Michael Bell, Expertise
- Rahul Bhatia, Advisory
- Kim Borak, CPA
- Ken Cranney, Advisory
- Chris Doemland, CPA
- Kurt Estes, Advisory
- Shane Flynn, Advisory
- Tim Gaber, CPA
- Allan Lyon, CPA
- John Mazurek, CPA
- Henry Mossi, Advisory
- Anand Shukla, Advisory
- Brooks Walker, CPA
- Kip Walle, Advisory
- Clinton Weldon, Expertise
- Mike Wolf, CPA
- Andy Wright, CPA
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