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SPECIAL REPORT THE 2018 IPA BEST OF THE BEST FIRMS 2018 Excerpted In Part
SPECIAL REPORT THE 2018 IPA
BEST OF THE BEST FIRMS
2018
Excerpted In Part
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• Wall Einhorn & Chernitzer P.C.• GYL Decauwer LLP• Wheeler Wolfenden & Dwares, CPAs
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SPECIAL REPORT THE 2018 IPA BEST OF THE BEST
“Whenever you find yourself on the side of the majority, it’s time to pause and reflect.” – Mark Twain
Continuing its tradition of more than 25 years,
INSIDE Public Accounting (IPA) has unveiled
the 2018 list of the Best of the Best public
accounting firms in the nation. These notable
firms produce superior financial and operational
results, along with a focus on maintaining a solid
foundation for future success.
The 2018 group represents the top 10% of all firms that participated in the 2018 IPA Survey and Analysis of Firms. IPA’s proprietary scoring formula includes a wide range of metrics related to growth, income, productivity, tools of governance, staff turnover and other areas that speak to the framework of the firm to determine the Best of the Best.
In 2018, 550 firms were eligible for this Best of the Best designation. The 2018 group represents all sizes of accounting firms.
The 2018 Best of the Best firms are presented in three categories:
1) Best of the Best above $5 millionin revenue (50 firms rangingfrom $5 million to more than$600 million)
2) Best of the Best under $5 millionin revenue (10 firms rangingfrom $2 million to $5 million)
3) Best of the Best in Canada (five firms ranging from $7 million to $30million)
September 2018 Vol. 32, No. 9
BEST OF THE BEST ISSUE
The Top 25 Best Of The Best Commonalities 4
The Complete List Of The 2018 Best Of The Best 6
Under $5 Million Firms 8
The Canadian Firms 9
The Fastest-Growing Best Of The Best 10
The 2018 Overview 11
Profit Indicators 17
Firms Of Distinction 18
The Regional Top-Scoring Firms 19
The Best Of The Best Track Records 20
COMING IN OCTOBER
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Excerpted In Part
SPECIAL REPORT 2018 – THE IPA BEST OF THE BEST INSIDE PUBLIC ACCOUNTING
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Two-thirds of the Best of the Best firms appeared on the list in both 2016 and 2017, demonstrating an impressive commitment to excellence and sustainability. They represent what is possible in a public accounting firm and are the peer group that high-performing firms can benchmark themselves against.
“Most firms don’t aspire to be average. Best of the Best firms are the peer group to which progressive firms aspire,” says Michael Platt, principal of the Platt Group and publisher of IPA. “In presenting the results of the IPA Best of the Best, we are proud to continue the tradition of expanding the imagination and the understanding of what is possible to achieve in running a public accounting firm.” IPA
The IPA Best of the Best Methodology: All metrics in this issue are based on the top-scoring 25 Best of the Best, unless noted. The top-scoring 25 Best of the Best firms represent the top 5% of all U.S. firms that participated in the 2018 IPA Annual Survey and Analysis of Firms. The 10 Best of the Best Under $5 Million and the five Canadian firms are identified and recognized in this
issue of INSIDE Public Accounting but are not included in the full analysis.
INSIDE PUBLIC ACCOUNTING - (ISSN 0897-3482) The Competitive Advantage For Accounting Firm Leaders since 1987. INSIDE Public Accounting (IPA) is the profession’s authoritative independent newsletter for analyzing news, trends, best-practice strategies and insider information. Copyright ©2018 The Platt Group, LLC. All Rights Reserved. It is a violation of federal copyright law to reproduce all or any part of this publication or its contents by any means without written consent. INSIDE Public Accounting is published monthly by The Platt Group. Principals: Kelly Platt and Michael Platt. Editor: Christina Camara. Send address changes to The Platt Group, 4000 W. 106th St., Suite 125-197, Carmel, IN 46032, or via email to [email protected]. Subscription Pricing: $588/PDF - $688/PRINT – $719/PDF & PRINT. Contact our office regarding a firmwide license. Past issue copies: Subscribers $75; non-subscribers $159. For custom reprints of articles and content contact our office.
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COMING SOON
THE DEBUT OF THE IPA 400
FIRMS
Michael Platt MP, Platt Group Excerpted In Part
SPECIAL REPORT 2018 – THE IPA BEST OF THE BEST INSIDE PUBLIC ACCOUNTING
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THE 2018 BEST OF THE BEST FIRMS LISTED IN ALPHABETICAL ORDER
PARTNERSFIRM / HEADQUARTERS CEO / MP NET REVENUE / STAFF
Anchin Block & Anchin LLP / New York Frank A. Schettino $104,000,000 56 / 355
Armanino LLP / San Ramon, Calif. Andy Armanino $242,661,000 102 / 964
Baden Gage & Schroeder LLC / Fort Wayne, Ind. Christine K. Hootman $8,638,005 8 / 48
Berkowitz Pollack Brant* / Miami Joseph Saka $57,909,515 28 / 234
BKD LLP / Springfield, Mo. Theodore D. Dickman $594,621,000 279 / 2,640
Boulay PLLP / Minneapolis Steve Behrns $31,556,000 31 / 163
Bowman & Company LLP / Stockton, Calif. Daniel E. Phelps $10,759,509 8 / 45
C&D LLP / Solvang, Calif. Tammy Vogsland $5,563,557 5 / 29
CohnReznick LLP / New York Frank Longobardi $623,734,140 276 / 2,552
CST Group CPAs PC / Reston, Va. Joseph J. Romagnoli $11,214,082 8 / 49
Dixon Hughes Goodman LLP / Charlotte, N.C. Matt Snow $430,300,000 235 / 2,001
Edelstein & Company LLP / Boston Scott B. Kaplowitch $19,571,740 11 / 87
EEPB PC / Houston Steven L. Parkhill $15,841,155 16 / 77
Frazier & Deeter LLC* / Atlanta Seth McDaniel $83,620,000 43 / 357
Frost PLLC / Little Rock, Ark. Doug Richardson $29,416,784 19 / 132
Gettry Marcus CPA PC / Woodbury, N.Y. Steven L. Marcus $22,509,796 20 / 97
Gramkow Carnevale Seifert & Co. LLC / Oradell, N.J. Ted Carnevale $9,817,191 4 / 33
GreerWalker LLP / Charlotte, N.C. Executive Committee $23,036,227 13 / 105
Gursey | Schneider LLP / Los Angeles Stephan H. Wasserman $37,911,300 14 / 173
Henderson Hutcherson & McCullough / Chattanooga, Tenn. James D. Hutcherson $24,418,053 16 / 110
Holthouse Carlin & Van Trigt / Los Angeles Philip J. Holthouse $135,899,480 49 / 512
Hughes Pittman & Gupton LLP / Raleigh, N.C. Executive Committee $17,854,150 14 / 89
Katz Sapper & Miller / Indianapolis David Resnick $79,342,700 38 / 379
KROST / Pasadena, Calif. Greg Kniss $33,131,409 8 / 142
Linkenheimer LLP / Santa Rosa, Calif. R. John Jones $5,000,042 3 / 20
*IPA 100 Fastest-Growing Firm. Best of the Best Fastest-Growing Firm.. IPA 300 Fastest-Growing Firm.IPA 200 Fastest-Growing Firm.
Source and Copyright 2018 The Platt Group / INSIDE Public Accounting / www.insidepublicaccounting.com
Excerpted In Part
SPECIAL REPORT 2018 – THE IPA BEST OF THE BEST INSIDE PUBLIC ACCOUNTING
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THE 2018 BEST OF THE BEST FIRMS LISTED IN ALPHABETICAL ORDER
PARTNERSFIRM / HEADQUARTERS CEO / MP NET REVENUE / STAFF
MaloneBailey LLP / Houston George Qin / Steven Vertucci $11,270,000 7 / 68
MBAF / Miami Antonio L. Argiz $124,300,000 66 / 563
Mellott & Mellott PLL / Cincinnati Donald L. Mellott Jr. $6,249,068 7 / 32
Miller Grossbard Advisors LLP / Houston Russell J. Miller $10,166,147 3 / 40
Moore Colson / Marietta, Ga. Bert Mills $22,106,705 19 / 95
Novogradac & Company LLP / San Francisco Michael J. Novogradac $136,656,947 55 / 617
OUM & Co. LLP / San Francisco Chris S. Millias $18,701,000 11 / 76
Perelson Weiner LLP / New York R. Weiner (MP) / L. Born (CEO) $25,264,814 17 / 66
Raich Ende Malter & Co. LLP* / New York Ellis Ende $56,738,758 38 / 213
Realize CPA LLP / San Francisco Kyle M. Vineyard $8,322,551 4 / 28
Robinson Grimes & Company PC / Columbus, Ga. S. Scott Voynich $13,745,310 17 / 57
RRBB Accountants & Advisors / Somerset, N.J. David N. Roth $15,794,000 10 / 62
SC&H Group* / Sparks, Md. Ronald M. Causey $53,585,800 36 / 241
Seiler LLP / Redwood City, Calif. George Marinos $54,412,887 21 / 214
Shea Labagh Dobberstein Accountants & Advisors / San Francisco James R. Dobberstein $22,620,296 13 / 86
Smith & Howard PC / Atlanta John W. Lucht $26,638,000 11 / 104
Stratagem PC / Lakewood, Colo. Tim Bradley $8,230,681 7 / 41
SVA Certified Public Accountants SC / Madison, Wis. Carl Schultz $56,845,047 42 / 267
Tanner LLC / Salt Lake City Jeffrey G. Bickel $23,502,588 13 / 115
TGM Group LLC / Salisbury, Md. Herbert J. Geary III $7,051,000 6 / 38
TPP Certified Public Accountants LLC / Overland Park, Kan. Robert W. Parker $6,765,844 5 / 31
Wall Einhorn & Chernitzer PC / Norfolk, Va. Martin A. Einhorn $15,759,065 9 / 71
Walter & Shuffain PC / Boston Jonathan O. Yorks $15,060,480 8 / 57
Whitley Penn LLP / Fort Worth, Texas Larry G. Autrey $97,565,156 51 / 416
William Vaughan Company / Maumee, Ohio Aaron Swiggum $10,601,136 7 / 58
Best of the Best Fastest-Growing Firm. IPA 300 Fastest-Growing Firm. *IPA 100 Fastest-Growing Firm. IPA 200 Fastest-Growing Firm.
Source and Copyright 2018 The Platt Group / INSIDE Public Accounting / www.insidepublicaccounting.com
Excerpted In Part
SPECIAL REPORT 2018 – THE IPA BEST OF THE BEST INSIDE PUBLIC ACCOUNTING
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The 2018 IPA Best Of The Best Under $5 Million Operating at an IPA Best of the Best level is a notableaccomplishment for any firm, particularly those with less than $5 million in net revenues. The Best of the Best Under $5 Million operate with a relatively small staff – from eight to 26 employees – yet their performance is indicative of much larger firms thathave adopted sophisticated structures, policies and systems.
Three firms this year have earned the Best of the Best Under $5 Million recognition for three consecutive years.
IPA congratulates the following firms for bringing a refined combination of nimbleness, skill and entrepreneurial acumen to their management and operations.IPA
THE 2018 BEST OF THE BEST FIRMS UNDER $5 MILLION LISTED IN ALPHABETICAL ORDER
FIRM / HEADQUARTERS CEO / MP PARTNERS
/ STAFF
Aycock & Company PC / Houston Matthew Aycock 1 / 21
Bassett & Associates / Raleigh, N.C. Kevin J. Bassett 1 / 13
Clarke Snow & Riley LLP / Quincy, Mass. Thomas Clarke 2 / 14
DK Partners / Austin, Texas Steve Kangas 3 / 26
GYL Decauwer LLP / Ontario, Calif. John Lerias 6 / 23
Kirsch CPA Group LLC / Hamilton, Ohio John B. Kirsch 3 / 23
Mesch PLLC / Fort Worth, Texas Fred P. Mesch 4 / 14
PIASCIK / Glen Allen, Va. Steven M. Piascik 2 / 17
Wagner Duys & Wood LLLP / Bethesda, Md. Brad Wagner 3 / 8
Wheeler Wolfenden and Dwares PA / Wilmington, Del. David Wolfenden 4 / 15
Third consecutive year. Second consecutive year
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Excerpted In Part
SPECIAL REPORT 2018 – THE IPA BEST OF THE BEST INSIDE PUBLIC ACCOUNTING
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The 2018 IPA Best Of The Best Canadian Firms
The 2018 Best of the Best Canadian firms range in size from$6.8 million to $30.9 million and represent the top 20% of the highest-performing Canadian firms that participated in the 2018 IPA Survey and Analysis of Firms. All but one is a single-office firm, and they are located between Montreal in the east and Vancouver in the west.
As was the case last year, the dominant service line for the Best of the Best in Canada is audit and assurance services, representing an average of 65% of total revenues for the five firms. Tax revenues account for an average of 26% of the total within these firms. With average staff turnover at a modest 9.7%, and growth in revenue at 11%, Best of the Best Canadian firms are fine-tuning their teams and growth engines with no merger activity.
Professional staff leverage for these firms ranges from a low of 5.5 professionals per equity partner to a high of 12.5, with professional staff producing an average of 91% of all chargeable hours of the firm. Although women make up 15% of all partners in these firms, two of the firms are run by women with a collective 16 years of experience at the helm. IPA
THE 2018 BEST OF THE BEST CANADIAN FIRMS LISTED IN ALPHABETICAL ORDER
FIRM / HEADQUARTERS CEO / MP NET REVENUE
PARTNERS / STAFF
DMCL Chartered Accountants / Vancouver, British Columbia Robert Burkart $26,539,000 20 / 166
GGFL LLP / Ottawa, Ontario Deborah Bourchier $14,270,000 10 / 85
Hendry Warren LLP / Ottawa, Ontario Marie Fraser $6,817,867 6 / 38
PSB Boisjoli LLP* / Montreal, Quebec Marc Elman / Patrick Grosjean $30,922,318 22 / 163
Segal LLP* / Toronto, Ontario Dan Natale $15,808,058 11 / 75
*Third consecutive year.
Source and Copyright 2018 The Platt Group / INSIDE Public Accounting / www.insidepublicaccounting.com
Excerpted In Part
SPECIAL REPORT 2018 – THE IPA BEST OF THE BEST INSIDE PUBLIC ACCOUNTING
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COMING IN THE OCTOBER ISSUE
IPA 200 PROFIT INDICATORS
IPA 300 PROFIT INDICATORS
THE DEBUT OF THE IPA 400
MOST RECOMMENDED CONSULTANTS
THE THE 2018 FASTEST-GROWING FIRMS
2018 REGIONAL STATISTICS
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Email: [email protected] www.insidepublicaccounting.com
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2018
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