special report the 2017 ipa best of the best firms · the ipa best of the best firms are scattered...

SPECIAL REPORT

THE 2017 IPA

BEST OF THE BEST FIRMS

IT IS A VIOLATION OF FEDERAL COPYRIGHT LAW TO REPRODUCE ALL OR PART OF THIS PUBLICATION WITHOUT CONSENT. COPYRIGHT ©2017 THE PLATT GROUP/INSIDE PUBLIC ACCOUNTING.

SPECIAL REPORT THE 2017 IPA BEST OF THE BEST

“Follow effective actions with quiet reflection. From the quiet reflection will come even more effective action.” – Peter Drucker

For more than 20 years, INSIDE PublicAccounting (IPA) has named the Best of the Best firms. This group, the highest performers within the profession, are ranked on more than 70 metrics. The 2017 Best of the Best firms produce superior financial results while planning for long-term, sustainable growth.

In 2017, 587 firms were eligible for this accolade by participating in IPA’s 27th Annual Survey and Analysis of Firms.

The IPA Best of the Best firms are scattered across the U.S. and Canada and come in all sizes – from 27 employees to 2,615. Two-thirds of the Best of the Best firms appeared on the list in 2016, demonstrating an impressive commitment to excellence and sustainability.

THE IPA BEST OF THE BEST SELECTION PROCESS

IPA uses an ever-evolving proprietary formula for determining the Best of the Best firms. In addition to superior financial results, key areas of focus include staffing, training, governance, organizational structure, decision-making and strategic focus.

WHAT CAN BE LEARNED FROM THE BEST OF THE BEST?

IPA’s analysis of the Best of the Best firms provides insight into what is possible within the profession. Leaders of firms of any size, region or specialty can learn from the common characteristics and best practices of these high-performing firms. IPA’s goal is to offer a clearer understanding of how Best of the Best firms operate by highlighting various management

September 2017 Vol. 31, No. 9

IPA BEST OF THE BEST ISSUE

The Complete List Of The Best Of The Best 4

The Complete List Of The Best Of The Best Under $5 Million 6

The Top 5 Canadian Best Of The Best 7

The Fastest-Growing Best Of The Best 8

Best Of The Best Overview For 2017 10

Profit Indicators 14

Firms Of Distinction 16

Fastest-Growing Firm Spotlight 18

The Regional Best Of The Best 19

The Best Of The Best Track Records 21

COMING IN OCTOBER

ALONG WITH THE MOST ADMIRED PEERS, REGIONAL

DATA AND MORE

INSIDE PUBLIC ACCOUNTINGA publication of The Platt Group

insidepublicaccounting.com

EXCERPTED IN PART FROM THE SEPTEMBER

2017 ISSUE

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SEPTEMBER 2017 – THE IPA BEST OF THE BEST INSIDE PUBLIC ACCOUNTING / 3


approaches. This issue includes perspectives on staffing models, the challenge of balancing professional staff development with increasing revenue per FTE, and different methods of

partner compensation. For example, on page 10 find an examination of high-to-low partner compensation ratios, open versus closed compensation systems and key factors in determining compensation formulas. IPA also lists the highest-scoring Best of the Best firms for 2017 on page 16.

The Best of the Best Profit Indicator table on page 14 compares financial and operational results with averages of all survey participating firms. This data focuses on key metrics related to growth, practice mix, net revenue, net income and equity partner information to provide insight into the performance of the Best of the Best.

WHAT IS NOT MEASURED WHEN COMPILING THE BEST OF THE BEST

While the formula for the IPA Best of the Best includes numerous metrics, other aspects of firm management are difficult to quantify, such as culture, partnership dynamics, client perspectives and firm investments for the future.

It is IPA’s goal to add layers and elements that will, in the future, provide the clearest view possible of those firms that are at the top of their game. �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 otherwise noted. The top-scoring 25 Best of the Best firms represent the top 5% of

all U.S. firms that participated in the 2017 IPA Annual Survey and Analysis of Firms. The 10 Best of

the Best Under $5 Million and the five Best of the Best firms in Canada are identified and recognized

in this newsletter but are not included in the 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 ©2017 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: $568/PDF - $605/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.

Phone: (317) 733-1920 Fax: (317) 663-1030 Web: www.insidepublicaccounting.com

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THE 2017 BEST OF THE BEST FIRMS

LISTED IN ALPHABETICAL ORDER

PARTNERSFIRM / HEADQUARTERS CEO / MP NET REVENUE / STAFF

AC Lordi°h / Malvern, Pa. Frank Lordi $18,503,622 20 / 82

Anchin Block & Anchin LLP / New York Frank A. Schettino $103,000,000 53 / 355

Armanino LLP*h / San Ramon, Calif. Andy Armanino $194,999,000 80 / 756

Baden Gage & Schroeder LLC / Fort Wayne, Ind. Christine K. Hootman $8,497,529 7 / 48

Bennett Thrasher LLP*h / Atlanta Jeffrey A. Eischeid $47,330,420 37 / 248

Berkowitz Pollack Brant / Miami Richard Berkowitz Joseph Saka $51,179,469 26 / 207

BKD LLP / Springfield, Mo. Theodore D. Dickman $564,393,000 267 / 2,615

Bolar Hirsch & Jennings LLP / Irvine, Calif. Daniel Bolar David Hirsch $14,478,962 6 / 63

Bowman & Company LLP / Stockton, Calif. Daniel E. Phelps $9,340,319 7 / 37

Briggs & Veselka Co. / Houston John C. Flatowicz $35,418,539 23 / 167

Cassady Schiller CPAs & Advisors / Cincinnati Mike Clark $8,545,559 9 / 47

Dennis Gartland & Niergarth / Traverse City, Mich. Shelly Bedford $7,251,668 8 / 42

Doeren Mayhew / Troy, Mich. Mark A. Crawford $73,727,141 57 / 328

Edelstein & Company LLP / Boston Scott B. Kaplowitch $18,158,645 10 / 82

Frazier & Deeter LLC / Atlanta Seth McDaniel $74,006,000 43 / 345

Frost PLLC / Little Rock, Ark. Doug Richardson $24,919,737 16 / 111

Gettry Marcus CPA PC / Woodbury, N.Y. Steven L. Marcus $21,697,644 19 / 91

Gramkow Carnevale Seifert & Co. LLC / Oradell, N.J. Ted Carnevale $10,016,721 4 / 32

GreerWalker LLP / Charlotte, N.C. Executive Committee $21,742,768 12 / 107

Gursey | Schneider LLP°h / Los Angeles Stephan H. Wasserman $36,133,636 12 / 156

HA+W | Aprio1 / Atlanta Richard Kopelman $76,325,000 40 / 404

Henderson Hutcherson & McCullough°/ Chattanooga, Tenn. James D. Hutcherson $21,258,323 13 / 86

Holthouse Carlin & Van Trigt LLP*h / Los Angeles Philip J. Holthouse $128,315,206 47 / 477

Hughes Pittman & Gupton LLP / Raleigh, N.C. Committee $16,502,686 14 / 78

Kassouf & Co. PC3h / Birmingham, Ala. Gerard Kassouf $15,954,757 8 / 75

°IPA 200 Fastest-Growing Firm. hBest of the Best Fastest-Growing Firm. *IPA 100 Fastest-Growing Firm. 3IPA 300 Fastest-Growing Firm. 1Changed named from Habif Arogeti & Wynne.

Source and Copyright ¤2017 The Platt Group / INSIDE Public Accounting / www.insidepublicaccounting.com

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THE 2017 BEST OF THE BEST FIRMS LISTED IN ALPHABETICAL ORDER

PARTNERSFIRM / HEADQUARTERS CEO / MP NET REVENUE / STAFF

Katz Sapper & Miller / Indianapolis David Resnick $72,357,600 35 / 348

Kreischer Miller / Horsham, Pa. Stephen Christian $32,754,936 32 / 171

KROST CPAs and Consultants°h / Pasadena, Calif. Greg Kniss $25,560,250 8 / 125

Kushner LaGraize LLC3h / Metairie, La. Ernest Gelpi $12,809,989 9 / 58

Lane Gorman Trubitt LLC / Dallas Lee Ann Collins $20,101,913 18 / 106

Lutz / Omaha, Neb. Mark Duren $35,045,130 26 / 173

Maxwell Locke & Ritter LLP / Austin, Texas Steven W. Knebel $24,182,442 18 / 106

MBAF* / Miami Antonio L. Argiz $112,300,000 60 / 544

Mellott & Mellott PLL / Cincinnati Donald L. Mellott Jr. $5,747,776 6 / 27

Miller Grossbard Advisors LLP / Houston Russell J. Miller $7,943,086 3 / 36

Moore Colson°h / Marietta, Ga. Bert Mills $21,717,610 16 / 83

Mowery & Schoenfeld LLC / Lincolnshire, Ill. Jeffery L. Mowery $11,904,421 10 / 55

Perelson Weiner LLP / New York Ronald G. Weiner $24,338,529 15 / 69

Realize CPA LLP / San Francisco Kyle M. Vineyard $8,641,348 4 / 28

RRBB Accountants & Advisors / Somerset, N.J. David N. Roth $13,510,000 10 / 55

Saville Dodgen & Company PLLC / Dallas Clint Pugh $16,379,799 10 / 94

Schneider Downs & Co. Inc. / Pittsburgh Timothy Hammer Steven Thompson $76,047,490 40 / 372

Shea Labagh Dobberstein°h/ San Francisco James R. Dobberstein $20,559,597 8 / 73

Smith & Howard PC / Atlanta John W. Lucht $26,047,901 10 / 94

Tanner LLC / Salt Lake City Jeffrey G. Bickel $19,617,678 12 / 105

TPP Certified Public Accountants LLC / Overland Park, Kan. Robert W. Parker $6,581,122 5 / 29

Walter & Shuffain PC / Boston Jonathan O. Yorks $14,688,000 8 / 53

Weaver / Fort Worth, Texas John J. Mackel $115,177,993 83 / 599

Whitley Penn LLP / Fort Worth, Texas Larry G. Autrey $83,550,327 48 / 385

William Vaughan Company / Maumee, Ohio Aaron Swiggum $10,238,776 8 / 55

°IPA 200 Fastest-Growing Firm. hBest of the Best Fastest-Growing Firm. 3IPA 300 Fastest-Growing Firm. *IPA 100 Fastest-Growing Firm.


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The 2017 IPA Best Of The Best Under $5 Million

Operating at an IPA Best of the Best level is a t laccomplishment 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 seven to 26 employees – yet their performance is indicative of firms much larger thantheirs. Many of these firms have adopted some of thesophisticated structures, policies and systems normally seen inmuch larger firms.

is special recognition goes to Duggan & Massey, which has earned the Best of the Best Under $5 Million recognition for five consecutive years, Erickson Brown & Kloster and Iannuzzi Manetta & Co., each marking their third consecutive year on the Best of the Best Under $5 Million list.

IPA congratulates the following firms for bringing a refined combination of nimbleness, skill and entrepreneurial acumen to their management and operations, leading to success.�IPA

THE 2017 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 / 19

Bassett & Associates�1 / Raleigh, N.C. Kevin J. Bassett 1 / 9

Duggan & Massey PC+ / Atlanta Michael Thompson 4 / 24

Erickson Brown & Kloster PC* / Colorado Springs, Colo. Philip Erickson 5 / 26

Iannuzzi Manetta & Co. PC* / Troy, Mich. Frank Iannuzzi 4 / 23

Kirsch CPA Group LLC / Fairfield, Ohio John B. Kirsch 3 / 22

Liggett & Webb PA� / Boynton Beach, Fla. Derek Webb 4 / 17

Vine Dahlen PLLC / Lynnwood, Wash. Lisa McKeirnan 7 / 26

Wagner Duys & Wood LLLP� / Bethesda, Md. Brad Wagner 3 / 7

Weber Shapiro & Company LLP / Woodcliff Lake, N.J. Mark S. Weber 3 / 17

�Second consecutive year. 1Changed name from Bassett & Byers PA. +Fifth consecutive year. *Third consecutive year.


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The 2017 IPA Best Of The Best Canadian Firms

As t s i it t t i ti i i i i sss t i i i li ti t i st t st i i s

s i s i i si illi t illi s t t t ti st i i s t t ti i t i t l sis i s

s t i t s i li is it s ti t t ls t i i s s i s s t st t i s t t ls t s i lt s t i l si ss l ti s s s

s lti liti ti s t s isiti s il i i s l ti s

t sti l t t i i s l t it i il s t i t i ltiti t t t i i s it i s i

t ti i t i t ilt t t i i st i l list st t st i i s i �IPA

THE 2017 BEST OF THE BEST CANADIAN FIRMS LISTED IN ALPHABETICAL ORDER

FIRM / HEADQUARTERS CEO / MP NET REVENUE PARTNERS / STAFF

Fuller Landau LLP / Toronto, Ontario Committee $19,768,000 19 / 97

PSB Boisjoli LLP* / Montreal, Quebec Marc Elman Patrick Grosjean

$28,210,894 18 / 150

Segal LLP* / Toronto, Ontario Dan Natale $14,893,952 11 / 72

Shimmerman Penn LLP* / Toronto, Ontario Maj-Lis Vettoretti $6,206,541 6 / 30

Taylor Leibow LLP / Hamilton, Ontario Nigel Jacobs $12,661,444 10 / 70

*Second consecutive year.


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“We’re part of something bigger here.”

© 2017 BDO USA, LLP. All rights reserved.

www.bdo.com/alliance

At BDO, we team up with more than 275 independent Alliance member fi rms located across the country. These fi rms offer clients local, specialized services, while benefi ting from BDO’s referral opportunities, networking, access to technical and infrastructure resources, continuing education, and more. By working with BDO, one of the world’s top accounting and advisory networks, BDO Alliance USA fi rms are better able to grow their capabilities – and their client base.

Congratulations to Frost PLLC, Henderson Hutcherson & McCullough PLLC, and Smith & Howard PC!This year, three BDO Alliance USA fi rms were named IPA Best of the Best winners, and 45 made the Top 300 list – more than any other CPA association or alliance. We are proud of their accomplishments and for their contributions to our program.



COMING IN OCTOBER 2017

IPA 200 PROFIT INDICATORS

IPA 300 PROFIT INDICATORS

MOST ADMIRED PEERS

MOST RECOMMENDED CONSULTANTS

THE FASTEST-GROWING FIRMS IN THE NATION

REGIONAL STATISTICS

The firm of the future starts hereAs an accounting association made up of 75 U.S. firms, CPAmerica provides members resources to achieve their goals based on our foundation of “Improving through Sharing.”

Our firms have access to more than 200 independent accounting and advisory services firms in more than 130 countries as members of Crowe Horwath International, the eighth largest global accounting network in the world.

Connect with your firm’s future today!

www.cpamerica.org 104 N. Main Street, Gainesville, FL 32601 (352) 727-4070

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