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Thomas Cole, CPA, MST
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Stephen M. Spinelli, CPA
Lisa Sarner, CPA
Henna Reit, CPA
Shannon Mosier, CPA
John McNamara, CPA
Monica Kaden, MBA, ASA, ABV, CHFP
Nick Gutzmer, CPA, CVA, MACC
Connie Eckerle, CPA
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Industries
Biotechnologies/Life Sciences
Construction & Contractors
Food & Beverage
Healthcare
High-Net-Worth Individuals
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Microbrewery
Non-Profit Organizations
Professional Services
Real Estate
Retailers
Start-Ups
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Wholesale & Distribution
Accounting & Assurance Services
Accounting and Bookkeeping
Agreed Upon Procedures
Audit
Employee Benefit Plan Audits
Evaluations of Internal Controls
Reviews and Compilations
Advisory Services
CFO Services
Closely Held Businesses
Employee Benefit Plans
Estate & Gift Planning
Mergers & Acquisitions
Other Consulting Services
Succession Planning
Transactional Advisory
Forensic & Valuation Services
Assistance with Financial Disclosures
Business Valuations
MARKET VALUE ASSESSMENT
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Non-Profit Organizations
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Services
Accounting & Assurance Services
Accounting & Bookkeeping
Agreed-Upon Procedures
Audits
Employee Benefit Plan Audits
Evaluations of Internal Controls
Reviews & Compilations
Advisory Services
Client Advisory and Accounting Services (CAAS)
CFO Services
Closely Held Businesses
Employee Benefits Plans
Estate & Gift Tax Planning
Mergers & Acquisitions
Other Consulting Services
Succession Planning
Transactional Advisory
Forensic & Valuation Services
Assistance with Financial Disclosures
Business Valuations
Market Value Assessment
Damage Analysis
Data Analysis
Digital Asset & Blockchain Services
Estate Litigation
Expert Testimony
Forensic Accounting Services
Fraud Detection & Financial Investigations
Law Firm Accounting Services
Litigation Support
Matrimonial Dissolution
Shareholder Disputes
Tax Planning Services
Cash Flow Planning
Compensation Planning
Entity Structure
Estates, Trusts & Gifts
International Tax
Nexus Studies
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