March 27, 2023

Accounting

Markham Norton Mosteller Wright & Company, Fort Myers

Markham Norton Mosteller Wright & Company, P.A. recently welcomed Melinda Graham, EA as a Senior Associate in the Tax Services division. Graham graduated from Harding University with a Bachelor of Business Administration degree in Accounting. She is an Enrolled Agent (EA) and joined the Tax Services division, bringing experience with multiple tax and accounting software programs. Read more »
Published on 3/1/2023

Markham Norton Mosteller Wright & Company, Fort Myers

Markham Norton Mosteller Wright & Company, P.A. recently welcomed Vanessa Suarez as the Human Resources Specialist. Suarez graduated from Hodges University with a Bachelor's degree in Business Administration and also earned the Hispanic Institute's Leadership Program certification. She brings seven years of HR experience and 12 years of accounting payables and receivables experience. Read more »
Published on 3/1/2023

RSM US LLP, Tampa & Orlando

RSM US LLP has promoted two colleagues to partner including Michael Reiring (Tampa) and Katrina Rote (Orlando). Mike brings 30 years of experience working with middle market companies to accomplish their business and technical goals. He has a deep understanding of how organizations can best utilize technology to solve business problems. Mike leads RSM's IT Managed Services practice in the Southeast. Katrina has over 20 years of experience serving clients in the consumer products industry and private equity space. She has extensive experience managing large engagements with revenues in excess of $800 million to $5 billion, with multiple revenue streams, multiple entities, large consolidations, and significant intercompany transitions. Read more »
Published on 1/11/2023

Kaufman Rossin, Miami

Top 100 CPA and advisory firm Kaufman Rossin recently expanded its leadership team with the promotion of Marc Feigelson, CPA, to Chief Financial Officer. With nearly 25 years of experience, Feigelson focuses on the financial and operational components of the firm's strategic plans, and risk management. Read more »
Published on 12/21/2022

Kaufman Rossin, Miami

Florida's largest independent accounting firm, Kaufman Rossin, has promoted Richard Salinas to Chief Operating Officer to further enhance the firm's operational capabilities. Salinas is focused on evaluating, implementing and optimizing processes and technology, while leveraging data to drive efficient operations that enhance the employee and client experience. Read more »
Published on 12/21/2022

RSM US LLP, Miami, FL

Carlos Hernandez was elected by his fellow partners and principals to a four-year term on the RSM US LLP Board of Directors. Carlos is an audit partner, the Miami office leader, the national healthcare leader, and the national leader for HOLA! (the firm's Hispanic employee network group). Carlos has over 25 years of public accounting and financial management experience. Read more »
Published on 12/12/2022

RSM US LLP, Tampa

Jamie Burgess was elected by her fellow partners and principals to a four-year term on the RSM US LLP Board of Directors. Jamie is the national leader of risk consulting strategic implementation and operations, a member of the risk consulting executive leadership team, the Florida consulting leader and member of the Florida market leadership team. Jamie is based in the Tampa, Florida, area and is a CPA. She holds a Master of Science degree in accounting and taxation from Florida Gulf Coast University and Bachelor of Science degrees in accounting and finance from Florida State University. She is a founding member of the Consulting Women's Advisory Council and serves on many other strategic committees and task forces across the firm. Read more »
Published on 12/7/2022

RSM US LLP, Tampa

RSM welcomes Manny Ordonez, tax partner, to our Tampa Bay offices. Ordonez offers over 21 years of tax experience. He will work with our teams to grow our private client services practice serving privately held, private-equity backed, family owned and inbound clients, as well as their owners and investors. Read more »
Published on 10/10/2022

RSM US LLP, Tampa

RSM US welcomes Tina Hodges to the Tampa Bay office as National Leader of RSM's Health Care Revenue Integrity Practice. Hodges will seek to drive improved margins and corporate compliance effectiveness by advising on leading revenue integrity organizational structure, coding, documentation and charge capture improvement strategies, and technology for healthcare systems. Read more »
Published on 10/10/2022

RSM US, Orlando

RSM US welcomes Hussain Hasan, risk consulting principal, to our Orlando office from Chicago. Hasan has served as RSM's national technology risk consulting leader. He was elected and served a four year term on the RSM Board of Directors in 2012. Hasan specializes in enterprise risk management, cyber security, strategic planning and board governance. Read more »
Published on 8/9/2022

RSM US, Tampa

RSM US welcomes Craig Coffaro, transaction advisory services principal, to our Tampa Bay office from Chicago. Coffaro brings 20 years of experience in operations and strategy to lead the Tampa Bay IT due diligence practice. He supports private equity and strategic buyers involved in acquisitions and divestitures and has extensive experience performing IT DD transactions. Read more »
Published on 8/9/2022

RSM US, Tampa Bay

RSM US announces Danny Jackson will lead the overall Tampa Bay area team, comprised of the RSM offices in both Tampa and St. Petersburg. Jackson will work closely with our owners and employees to accelerate our growth and industry go-to-market strategies in these two important client locations for RSM. Read more »
Published on 8/8/2022

RSM US, Orlando

RSM US welcomes Graeme Mellet, audit partner, to the RSM Orlando office. Mellet has 16 years of experience in public accounting, US GAAP, IFRS and SEC. He serves both on shore and international engagements and in his new role, Mellet will help grow the SEC hospitality, restaurant and retail industries. Read more »
Published on 8/8/2022

RSM US, Miami

RSM US names Carlos Hernandez the Miami Office Leader and he will oversee relocation from Brickell to Coral Gables later this year. Hernandez is also RSM's national healthcare industry leader and serves as the ¡HOLA! employee network group national leader where he leads the firm's efforts to attract, retain and empower RSM Hispanic/Latino employees to grow their careers. Read more »
Published on 8/8/2022

RSM US, Fort Lauderdale

RSM US welcomes Ben Berger to our Fort Lauderdale office from Baltimore. Berger is RSM's national family office tax leader. He will focus on expanding our private client services and family office practices with his experience in working with high net-worth families' needs around multi-generational wealth transfer, technology, and estate/charitable planning strategies. Read more »
Published on 8/8/2022

RSM US, Melbourne

RSM US names Jennifer Murtha the Melbourne Office Leader. Murtha has been critical to the success of North Florida's risk consulting growth, including creating an onshore delivery model leading to local jobs. She also serves on RSM's consulting women's advisory council and is RSM's national Public Sector industry consulting leader. Read more »
Published on 8/8/2022

RSM US, Fort Lauderdale and West Palm Beach

RSM US names Tansy Jefferies Office Leader for two south Florida locations in Fort Lauderdale and West Palm Beach. She will lead the local teams in delivering the power of being understood to our middle market clients. Jefferies is a principal in RSM's international tax group, RSM's UK country practice and is RSM's national transfer pricing leader. Read more »
Published on 8/8/2022

EisnerAmper, Miami

Global business advisory firm EisnerAmper has added Ben Richmond as a partner in its Personal Wealth Advisors Group. Ben's 15 years of expertise includes tax planning and compliance in various areas of domestic and international taxation. He works with family-owned corporate and partnership entities as well as entrepreneurs in a variety of industries. Read more »
Published on 7/18/2022

RSM US LLP, Central Florida

In Central Florida, RSM US LLP ("RSM"), the nation's leading provider of audit, tax and consulting services focused on the middle market, has promoted three colleagues to partner/principal including Becky Martin - Orlando [left], Mari Chumley - Orlando [center] and Jill Reyes - Melbourne [right]. Congratulations to our new owners on this outstanding accomplishment. Read more »
Published on 1/10/2022

RSM US LLP, South Florida

RSM US LLP ("RSM"), the nation's leading provider of audit, tax and consulting services focused on the middle market, is pleased to announce the promotion of 87 partners/principals in the U.S. with two residing in South Florida - Carl Ashqar [left] and Dina Zapata [right]. Read more »
Published on 1/10/2022

EisnerAmper, West Palm Beach

Global business advisory firm EisnerAmper announced that the partners and staff of Caler, Donten, Levine, Cohen, Porter & Veil, P.A. ("CDL") have joined EisnerAmper. Founded in 1987 and based in West Palm Beach, Florida, CDL has 13 partners and a staff of 100 professionals. The firm provides audit, tax and advisory services to growing and mid-sized companies. Read more »
Published on 12/13/2021

HBK CPAs & Consultants, West Palm Beach, Florida

Anthony J. Giacalone, CPA, has been promoted to the HBK CPAs & Consultants West Palm Beach, Florida office as an Equity Principal. He has over twelve years of experience in business and individual tax consulting and compliance, generational wealth transfers, business operations support functions, outsourcing accounting and finance, and transaction consulting. Read more »
Published on 9/27/2021

HBK CPAs & Consultants, West Palm Beach, Florida

Alissa Dhawan, CPA, MBA, has been promoted to HBK CPAs & Consultants West Palm Beach, Florida office as a Principal. She has over 14 years of experience. Alissa has specialized in performing both transactional due diligence and auditing private companies, not-for-profit entities and employee benefit plans including multi-employer plans. Read more »
Published on 9/27/2021

CBIZ & MHM LLC, Clearwater

Dana Burton has been elected to the Board of Directors of MHM. Dana has been with the Tampa Bay practice for over 20 years and is currently a MHM shareholder. She serves clients advising on reporting requirements for defined contribution and defined benefit plans. She is a CPA and holds her Bachelor of Science in accounting from the University of South Florida. Read more »
Published on 8/23/2021

EisnerAmper, Miami

Ramon Valls has joined EisnerAmper's South Florida Forensic, Litigation and Valuation Services practice conducting national and international litigation support, acquisition due diligence, and Foreign Corrupt Practices Act investigations as well as working on cross-border forensic accounting investigations including fraud, anti-money laundering, and financial reporting. Read more »
Published on 8/17/2021

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