Spotlight On: Kenneth Rosenfield, Managing Partner, Rosenfield & Company PLLC

Spotlight On: Kenneth Rosenfield, Managing Partner, Rosenfield & Company PLLC

By: Max Crampton-Thomas

2 min read May 2020 — In a crowded accounting and consulting services marketplace, it can be hard to differentiate from the masses. Kenneth Rosenfield, managing partner of Rosenfield & Company PLLC, is accomplishing this by putting a greater investment into his people and by creating a culture that is strong enough to be listed among the “Best Places to Work” for CPA firms last year. He also speaks to his firm’s adaptability as being key to navigating the COVID-19 pandemic, and while most businesses have seen a major slowdown in activity, his firm is experiencing an influx of demand as it works to process SBA loans for its clients.

 

How is the Orlando market conducive to your firm’s success? 

 Orlando’s economy has been doing really well and has been a great place to work. The workforce is plentiful and the universities here are fantastic. We are lucky to have access to the largest university  in Florida, which has been really great for recruiting to our firm. UCF has been fantastic to work with. The manufacturing industry, which is one of our core industries, has been doing really well in Orlando as well. A lot of people have the perception that Orlando is Disney World, but that is actually the third-largest industry in this region behind healthcare and manufacturing. We are big in the automotive retail industry, and Central Florida is the third-largest automotive market in the country. We have a variety of car dealerships in Orlando, including some of the largest in the country, which are all clients of ours, and is one reason our headquarters is located in Orlando. The automotive retail sector is usually the first to go into a recession and the first to come out of it. 

 

In searching for a new office space, what have you identified in regard to vacancies in the Downtown area?

 Downtown is challenged due to the consolidation of space. There are a lot of vacancies in Downtown Orlando. A lot of this is caused by banks and law firms downsizing in that area. I’m not sure what the exact cause is because everybody seems to be doing well. I believe this could be because the thought process has changed. Everyone used to want a big office, but now everyone is going more toward a collaborative workspace, which takes up a lot less space. That has created a big hole in the market and it has caused the rate per square foot to come down. So much space is now available.

 

How do you remain competitive with firms of your size and the larger national firms? 

 We compete with the big national firms for staff and clientele. We have to offer the same level and more creative types of compensation while also offering a completely different work atmosphere that those firms don’t supply. We also have to be different from all the firms our size and price competitive with the large firms. Ultimately, this leads us to making a greater investment in our people. We don’t have the “grind them up and chew them out” environment that the big firms have. We also have made the investment with the local colleges to acquire the best available interns. We have to maintain a really great intern program that allows them to do exciting things and also receive practical work experience. If you don’t provide that environment, you won’t get to participate in that talent pool. Having a great work environment leads to more productivity and ability to serve our clients better. We are really proud to have won, Best Places to Work for CPA firms last year. We also invested heavy into technology over the years, and we are much more efficient than our competitors in serving our clients. 

 

How has the COVID-19 pandemic affected your operations? 

 Today, we are extremely inundated with processing SBA loans for our clients. Other people had also heard about us doing this, so if they are big enough we have algorithms to figure out the best method to accomplish this. We then put together loan packages and submit them to the banks. We have already completed over 150 of them and these are big SBA loans valued at over half a million dollars, at least. Tax filings were pushed back, so we are still working on those but not as much as we are working on these SBA loans. We also do SEC work, so we have a lot of quarterly and annual filings coming up that we are still working on. Our audit team is very busy. We are going to see a lot of merger and acquisition activity in the coming months, which we are also proficient at. 

 

To learn more about our interviewee, visit: 

https://www.rosenfieldandco.com/

Spotlight On: Clay Worden, Office Managing Partner, RSM US LLP

Spotlight On: Clay Worden, Office Managing Partner, RSM US LLP

By: Max Crampton-Thomas

2 min read April 2020 — Accounting and consultancy firm RSM’s Orlando practice had little problem migrating its operation to remote after the COVID-19 pandemic hit the state. The company’s managing partner for the Central Florida city’s practice, Clay Worden, shares his views on how his company and small business will adapt and learn from the contingency.

What specific markets does your Orlando office focus on?

Hospitality and real estate are key components of the Central Florida economy, and we spend quite a bit of energy serving these sectors. Food and beverage is also an important sector for us. Agriculture is one of the key economic drivers in the state and we serve a lot of Ag-based organizations.

 

We also serve SEC clients, nonprofit organizations and manufacturing companies. Our tax practice is incredibly robust and growing. We seem to be firing on most cylinders.

 

Which area of your practice has seen the largest demand in recent years?

We are seeing a lot of demand related to digital transformation. Organizations, even before the COVID-19 situation, are looking at their systems, especially their legacy systems and saying, “Hey, is this the platform that is going to get us where we need to be?” From a technology consulting standpoint, I think that is one of the areas where we’ve had some exponential growth.

 

Another area where we continue to see organizations focusing on is the internal audit and risk advisory functions. When the economy is robust and companies are generally profitable, they want to make sure their systems, controls and policies are functioning as designed to safeguard their assets.

 

What challenges has the firm faced in dealing with the effects of the COVID-19 pandemic?

We recognize that our younger folks embrace technology and want to use technology. With that in mind, our audit practice and consulting practice has been primarily remote for the past several years. We visit clients and still have to access systems and software to be able to work, but we were pretty much prepared for the fact that we might not be at the office and prepared to work from home.

 

Our tax practice was traditionally people going to the office and to some client locations, so it was important to have the technology that provides them with access and to give them the tools they need, which included a little more bandwidth in the system to get to their tools. We started that process and were quickly able to get it to them. For us, it really hasn’t changed much. You still have access to all the data and everything we need to serve our clients.

 

One of the opportunities that we are seeing from this is that we are helping businesses access the stimulus that is being offered, making sure they qualify, follow the rules, and are taking advantage of the tax benefits that are available today. We’ve quickly mobilized people who are or are becoming experts in helping clients navigate these government programs.

 

Another area where we are seeing some changes is travel. We were to hold a firmwide leadership meeting with about 100 firm leaders going to Chicago in April. Instead, we held that meeting virtually. From my perspective it was very effective. We missed the reception and cocktail hour to talk face to face with some of our colleagues we have not connected with for a while, but in terms of disseminating information and communicating, it was very effective.

 

What is your outlook for the Orlando area in the near term?

My cup is always half full. I am confident that our firm and Orlando, Florida, and the country as a whole will come out of this stronger and more equipped than we were going in.

 

I think that certainly the pain is going to be probably worse, and longer, than most people would like. When you live in Central Florida, which is primarily built on hospitality and entertainment, I don’t know how quickly people are going to hop back on a plane and come right back.

 

I do have some serious concerns for the smaller businesses. I don’t know that the smaller businesses, like restaurants, have the capital to withstand being with limited customers for an extended period of time. Big and small,  companies are going to have to rethink how they do business in the future.

 

To learn more about our interviewee, visit: 

https://rsmus.com/

Face Off: Leveraging tech in providing accounting and finance services

Face Off: Leveraging tech in providing accounting and finance services

By: Yolanda Rivas

2 min read March 2020 — Investment advisory, cybersecurity, business planning and strategy and other related advisory services are seeing a steady demand in the accounting and finance sector. Another change driver in the industry has been the advances in technology and AI. In separate interviews with the Invest: team, Reynold P. Cicalese, managing shareholder at Alloy Silverstein, and Carl H. Bagell, managing partner – Southern NJ at Friedman LLP, spoke about the areas of growth in their firms and how they are leveraging technology.

Reynold Cicalese

What services are seeing the most demand at your firm?

Carl H. Bagell: As a multidisciplinary firm with a growth mindset, we provide a wide variety of services and seek new opportunities to better serve our clients. In South Jersey, we focus on tax preparation, business valuation, forensic and matrimonial, international tax and tax controversy, and every area is expanding. For example, we expanded the number of our international tax practice partners in response to our clients’ growing needs in the face of ever-evolving global trends; the qualified Opportunity Zones segment of our real estate practice is seeing an increased demand for investment advisory; and our cybersecurity division is one of the fastest-growing areas in the region and abroad due to the cyber-threat landscape. 

Notably, SEC audits consistently play a major role in driving revenue for the firm and as such, we have offices in China with about 50 team members to address our clients’ needs. 

Not only has our client base expanded, but so have our employee numbers. To accommodate this growth, we almost doubled our size by relocating to a new office in Marlton. We have a lot of room for expansion and an amazing, flexible space where we can hold seminars, staff meetings and business events. We have a great collaborative working environment. 

Reynold P. Cicalese: All our consulting-related services are seeing growth. Business planning and strategy has been steadily growing. Our business analytics area is also in high demand. These advisory areas help to get our clients the information they need to make informed decisions.

We have engaged with a significant number of new businesses. We are getting more opportunities from nonprofit organizations. Giving back to the community is important for us, and we find we are getting more and more clients from the nonprofit sector. We are also getting more work from the for-profit sector. For the region, in the last six months there has been a big influx of micro businesses. As a result of e-commerce, there are more small, micro businesses starting out of their houses. These businesses may not need retail or office space, but they do need financial and tax advice.

Carl Bagell 

What impact is technology having on the accounting and financial sectors?

Bagell: Technology is a crucial part of our workflow. We have advanced technology at Friedman that allows us to leverage data to support our clients and attract new clients. Our cloud-based accounting software allows us to have faster, more effective internal communication. We also have a team specialized in cryptocurrency and blockchain, and we are now seeing more and more clients coming to us for advisory services. 

Cicalese: Technology has brought significant changes to our industry, allowing us to better serve our clients beyond just preparing a tax return or financial statement. We are on the cloud ourselves, encourage our clients to be on the cloud, and use technology to help and collaborate with clients on a daily basis. Our advisers are proactive in helping design our clients’ future, as opposed to only telling them what they historically have done. We use software and apps that allow us to create KPI dashboards for our clients so they can have real-time data to make better decisions based on today’s information – not from last month or last year. We also have clients all around the world and we use meeting apps to constantly communicate with them.

Artificial intelligence is severely disrupting the industry. The investment in AI will significantly increase within the next five to six years. We need to keep an eye on this trend and make sure we remain competitive. With regard to audits, for example, it is expected that AI can look at every transaction and provide an efficient audit report. For regional and smaller firms it will be a challenge to compete with larger firms that have the capacity to invest in AI. 

To learn more about our interviewees, visit:

Alloy Silverstein: https://alloysilverstein.com/ 

Friedman LLP: https://www.friedmanllp.com/ 

Spotlight On: Richard Battle, Shareholder, Elliott Davis

Spotlight On: Richard Battle, Shareholder, Elliott Davis

By: Felipe Rivas

2 min read March 2020—Technology and the changing economic landscape is forcing accounting firms to look beyond traditional accounting solutions for their clients. Rather than focusing on products and conventional solutions, customized client experiences drive the success for accounting firms and the clients they advise. In Charlotte, Elliott Davis has the same technical experience and capabilities as the larger, national firms, said shareholder Richard Battle. The middle market is the firm’s sweet spot and where it wants to be, Battle said. In an interview with Invest: Charlotte, Battle highlights the impact of tax reform on the firm’s clients, the importance of providing exceptional customer experience, and the local interest in Opportunity Zones.     

 

How has the accounting landscape evolved in the last few years?

The biggest challenge accounting firms experience is staying relevant and on the cutting edge. The landscape is changing quickly in terms of what our customers want. Everything is happening at an accelerated pace. Being really in tune with our customers is important for us. We want to provide an exceptional customer experience, not just products and solutions, but an overall experience. Implementing transformational change in our culture and our people will allow us to provide our customers with more than just the traditional accounting and tax services.

What is Elliott Davis’ competitive advantage?

Our value proposition for our customers is that they receive a tailored experience, with deep  relationships that look to add value to their businesses. We go beyond traditional accounting solutions. It is more about understanding our customers’ businesses as a whole and providing solutions to get them where they want to be. Our technical capabilities and service offerings match that of the large, national firms. The middle market is our sweet spot and where we want to be. We know how to serve those customers very well.   

How is Elliott Davis adapting to technology innovation?

Technology is improving and disrupting at the same time and it is only going to increase. We are really focused on this and the change management of integrating new technologies. We are changing service offerings to our clients based on these advancements. We are integrating these changes in how we do business everyday. But probably the biggest change outside of that is retraining and resetting the behavioral expectations of our employees. Our big focus is changing behavior to get employees more focused on advisory services. There is more information at our fingertips, which allows us to effectively provide solutions and advise our clients. This has been the biggest disruption as we hire and train different skill sets, but it is also a big opportunity for us, and accounting firms in general, as we think about how we will operate heading into the future.        

What impact has tax reform had on your customers?

Taxes are a big part of any business. The tax reform bill was a huge disruptor in how service providers deliver solutions to customers. It forced us to retool ourselves and how we advise our customers. We work with companies with both domestic and international operations. Because of this, we are seeing customers make different decisions. Opportunity Zones, FDII, GILTI, expanded capital investment depreciation, among others, are examples of new provisions that companies are analyzing and keeping in mind as they make decisions. Certain operational and financial decisions are being made slightly differently because of the new provisions.       

     

What impact have Opportunity Zones had on the region?

Our firm is working closely with individuals and companies looking to push Opportunity Zones forward. We have experts who are well-versed in the Opportunity Zone provisions. There is a lot of interest and intrigue about them. We are seeing some investments being made in Opportunity Zones that likely would not have been made without the new provisions. We are seeing some increased activity in this arena and would expect this to continue. For example, final regulations came out in December that provided more clarity on the ins and outs of Opportunity Zones and I think we will continue to see piqued interest in them.    

To learn more about our interviewees, visit: https://www.elliottdavis.com/

 

 

Spotlight On: Reynold P. Cicalese, Managing Shareholder, Alloy Silverstein

Spotlight On: Reynold P. Cicalese, Managing Shareholder, Alloy Silverstein

By: Yolanda Rivas

2 min read MARCH 2020— Alloy Silverstein is a regional full-service accounting and advisory firm, headquartered in Southern New Jersey. In an interview with Invest: South Jersey, Managing Shareholder Reynold P. Cicalese discussed the changes in the sector and the firm’s support for small businesses in the area.

 

 

What changes have you experienced in the accounting sector over the last few years?

Technology has brought significant changes to our industry, allowing us to better serve our clients beyond just preparing a tax return or financial statement. We are on the cloud ourselves, encourage our clients to be on the cloud, and we use technology to help and collaborate with clients on a daily basis. Our advisers are proactive in helping design our clients’ future, as opposed to only telling them what they historically have done. We use software and apps that allow us to create KPI dashboards for our clients so they can have real-time data to make better decisions based on today’s information – not from last month or last year. We also have clients all around the world and we use meeting apps to constantly communicate with them.

Artificial intelligence is severely disrupting the industry. The investment in AI will significantly increase within the next five to six years. We need to keep an eye on this trend and make sure we remain competitive. With regard to audits, for example, it is expected that AI can look at every transaction and provide an efficient audit report. For regional and smaller firms it will be a challenge to compete with larger firms that have the capacity to invest in AI. 

How do you support the small-business community?

 

We find that many startups are underserved. We recently launched our Startup Hotline, which is a complimentary CPA Q&A for new and emerging businesses. Micro businesses may have questions regarding the type of entity they should start, for example. Through this tool, we give them access to our team of advisers and experts who can provide guidance on accounting, tax, payroll, and many other general business topics.

 

In addition, we add value for our clients and other small businesses in the community by hosting complimentary monthly lunch workshops, which we call “Alloy Academy.” What started as presentations on accounting software has evolved to bringing in guests so we can cover a wide variety of topics that may be important to a business owner or their employees.

 

To learn more about our interviewee, visit:

Alloy Silverstein: https://alloysilverstein.com/ 

 

Spotlight On: Carl H. Bagell, Managing Partner – Southern NJ,Friedman LLP

Spotlight On: Carl H. Bagell, Managing Partner – Southern NJ,Friedman LLP

By: Yolanda Rivas

2 min read February 2020 — Friedman LLP has been serving the accounting, tax and business consulting needs of numerous businesses in a wide variety of industries since 1924. Friedman’s South Jersey offices have more than tripled in size since they started doing business in the region. Southern NJ Managing Partner Carl H. Bagell discussed the firm’s main areas of growth and industry trends in an interview with Invest:

 

What services are seeing the most demand?

 

As a multidisciplinary firm with a growth mindset, we provide a wide variety of services and seek new opportunities to better serve our clients. In South Jersey, we focus on tax preparation, business valuation, forensic and matrimonial, international tax and tax controversy, and every area is expanding. For example, we expanded the number of our international tax practice partners in response to our clients’ growing needs in the face of ever-evolving global trends; the qualified Opportunity Zones segment of our real estate practice is seeing an increased demand for investment advisory; and our cybersecurity division is one of the fastest-growing areas in the region and abroad due to the cyber-threat landscape. 

 

Notably, SEC audits consistently play a major role in driving revenue for the firm and as such, we have offices in China with about 50 team members to address our clients’ needs. 

 

Not only has our client base expanded, but so have our employee numbers. To accommodate this growth, we almost doubled our size by relocating to a new office in Marlton. We have a lot of room for expansion and an amazing, flexible space where we can hold seminars, staff meetings and business events. We have a great collaborative working environment. 

 

What impact is technology having on the accounting and financial sectors?

 

Technology is a crucial part of our workflow. We have advanced technology at Friedman that allows us to leverage data to support our clients and attract new clients. Our cloud-based accounting software allows us to have faster, more effective internal communication. We also have a team specialized in cryptocurrency and blockchain, and we are now seeing more and more clients coming to us for advisory services. 

 

What are some trends in the region’s accounting sector?

 

A big trend is outsourcing a significant amount of our tax work. This helps reduce costs for clients and increases production. There is also a trend of clients looking for education and advisory services. Clients are looking for a customized experience and a trusted adviser. 

 

More broadly, a trend we continue to see is the impact of changes in tax law with each year and each administration. Our clients today need to be even more engaged with their accountants due to the ever-changing federal tax laws, especially when it comes to estate planning.  

 

What are your main areas of focus in South Jersey in 2020?

 

We have more than tripled our size since we started doing business in South Jersey. Our goal is to continue that growth and keep informing our clients and the community about all of our divisions and services. We provide support to numerous industries and types of businesses. We are also focusing on attracting top talent to support our expansion. 

 

To learn more about our interviewee, visit:

Friedman LLP: https://www.friedmanllp.com/ 

 

Spotlight On: Donna Chamberlain, Managing Principal, BDO USA

Spotlight On: Donna Chamberlain, Managing Principal, BDO USA

By: Felipe Rivas

2 min read November 2019 — Rapid growth in Charlotte is attracting families and young professionals, as well as local and international companies. BDO USA, with help from the Charlotte Regional Business Alliance, has been at the forefront of helping potential foreign investors move into the Charlotte market. BDO USA Tax Office Managing Principal Donna Chamberlain talks about Charlotte’s appeal to international companies and efforts to use technology to improve efficiency in an interview with Invest: Charlotte. 

What unique opportunities are emerging as the region grows?

 

“In the past 12 months, while working with the Charlotte Regional Business Alliance and other internationally focused organizations, the global opportunities have really come to light. We focused on joining the alliance’s international advisory council, which aims to attract international investors to the Charlotte Metro Area. It was eye-opening to see how this city is appealing to prospective international investors. BDO’s consultants help potential investors with site selection and tax and accounting requirements, which is very exciting. Newly expanding companies from Europe and Latin America are also looking at what Charlotte has to offer. The area is attracting many foreign investors as well as corporate relocations from established companies.”

 

What makes Charlotte a desirable city for companies looking to relocate?

 

“Charlotte has seen an incredible amount of growth and infrastructure development, and the city is paying great attention to detail. Also, education as a whole is very high in the area, which is creating a diverse, educated and skilled workforce for companies to choose from. The industry make-up is becoming more diversified, from high tech and manufacturing to healthcare. It is not just financial services, which Charlotte is known for, but also the diversification into other industries that is very appealing for companies looking at the Charlotte Metro Area.” 

 

In what ways is BDO USA leveraging technology to improve customer experience?

 

“BDO is investing in technology that helps create processes across the firm nationally that are integrated seamlessly. Investments in software and technology make our practice efficient and portable. BDO has global offerings that feel very local. Data analytics improves efficiency and we want clients to access that data quickly. We offer global portals that allow our clients to see real-time statistics related to what we are doing for their company.

 

How is BDO collaborating with the Charlotte Regional Business Alliance to improve service offerings?

We are supportive of the Charlotte Regional Business Alliance and joining their internal councils has been beneficial. It hass been really collaborative. The alliance is reaching out to the local business community for support as it continues to expand. Working with the alliance has been helpful in understanding what companies need, especially in the current atmosphere, and how we can help them shape their business. We want to provide customized HR, tax and accounting solutions specific to our clients.”

 

To learn more about our interviewee, visit: https://www.bdo.com/about/us-locations/charlotte-office

Spotlight On: HBK CPAs & Consultants, James Bartolomei, Principal

Writer: Yolanda Rivas

2 min read SEPTEMBER 2019 — Technology is disrupting every industry in the world. From healthcare to banking and finance, numerous companies are reinventing themselves to be at the forefront of technology and innovation. In the accounting and finance segments, these innovative tools are rapidly transforming customer experience and data management. The Invest: Philadelphia team recently sat down with HBK CPAs & Consultants Principal James Bartolomei to get his insights about the performance of Philadelphia’s financial sector.

In what ways is technology disrupting the accounting and finance industry?

Technology is disrupting every industry. Innovation and technology allow companies to get creative and find ways to improve processes and, more importantly, customer experience. The biggest challenge faced by the financial industry is to improve customer experience while protecting sensitive data. To assist our clients in this area we recently developed a cybersecurity offering, which has been well-received. 

With the rapid and dynamic change in technology, businesses can be eliminated and displaced very quickly today. This represents a big challenge as the value one thought was built up in their business could vanish. This is why it is vitally important for business owners to build wealth both inside and outside their businesses. Our firm combines tax and accounting services with our wealth management services to help deliver on this objective and minimize risk for our clients.

What are the services and industries where you’re seeing the most demand?

We have seen increased demand from clients looking for our advice about the effects of the federal tax reform, especially because of the substantial changes in the privately-held business area. Clients are concerned that their accountants and tax advisers fully understand the new tax law and how it impacts them. There are significant changes to the way small businesses are taxed under this new law.

Philadelphia’s real estate and biotech sectors are growing. We have numerous clients in the real estate sector and we have seen a substantial uptick in activity and development, especially in rental properties. In the biotech sector, we have seen a high amount of activity in the medical technology segment.

What is your outlook for Philadelphia’s accounting and finance sectors?

We are continuing to see growth in the Philadelphia market. We are relatively new to the market and we are expanding our client base and attracting good, young talent. We have hired a number of recent college grads over the last two years with great results. Philly is one of the strongest and youngest markets in the United States and the outlook is great for HBK and the local financial services sector. 

 

 

To learn more about our interviewees, visit:

HBK CPAs & Consultants:  https://www.hbkcpa.com/

Spotlight on: William Burns, Tax Office Managing Partner, BDO

By Yolanda Rivas

2 min read JULY 2019 — Accountants and financial professionals play an important role in the global economy and business model, taking on an array of roles within organizations in all industries. According to the Bureau of Labor Statistics the employment of accountants and auditors is projected to grow 10 percent from 2016 to 2026, faster than the average for all occupations. 

Accountants can bring a significant perspective of the economy and industries growth. Our ‘Spotlight on’ for this week brings a perspective of what are the industries looking for in regards to advisory and how the local accounting companies impact the labor pool.

BDO offers a wide range of services including advisory, audit/assurance and tax services. Which are most in demand in Philadelphia?  

The core services that we provide in Philadelphia are audit and tax, which is where we are seeing the most demand. Our recent acquisition of AC Lordi will allow us to bolster what we can do regarding advisory and scale us up to the next level. We have seen an increase in demand for our services from healthcare, life sciences, and manufacturing and distribution. In addition, we have seen an influx of people reaching out for advice regarding maximizing the benefits of tax reform. We expect to see an increased demand for advisory services related to tax reform, especially surrounding Opportunity Zones.

What are BDO’s efforts to recruit talent from the local pool?

Six years ago, BDO merged a select group of geographically close practices, retiring a number of partners and ushering in a new class. We now find ourselves in a position where we can grow exponentially in one of the largest markets in the country. Our focus on targeted growth means we are constantly adding talent as we look to expanding our tax specialties.

There is always a hunt for qualified talent. To combat that, we try to over-hire at the entry level. Turnover in our industry is relatively high and by attracting more students at the front end we have more opportunity to offer them higher positions when people decide to leave. We have partnerships with local universities and we recruit on a regional and national level. We also have a program to identify and attract students to the region from all over the nation.

What Impact does technology have on the accounting and financial sectors?

Technology has a huge impact on how we operate, since most of what we do is software driven. Data analytics is making us more efficient and many firms are using it as a tool within their audit and tax practices. Those firms that aren’t focused on using and developing technology are going to lag behind.

To learn more about our interviewee, visit:

https://www.bdo.com/about/us-locations/philadelphia-office